Civic Intelligence

The Monarch School Monarch Institute for Neurological Diff

990 • Fiscal year 2017 • EIN 76-0534389

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 23, 2018

Organization Profilewww.monarchschool.org

View Organization Page

2815 Rosefield DriveHouston, TX 77080

(713) 479-0800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.16x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.42x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

19th percentile

-6.6%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$230,923

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

11th percentile

-6.9%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-5.9%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$16,492,983

Down $1,213,623 (-6.9%) from 2016

Net Assets

Down

$13,863,314

Down $413,911 (-2.9%) from 2016

Liabilities

Down

$2,629,669

Down $799,712 (-23%) from 2016

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin19th percentile

Revenue

Down

$6,267,814

Down $394,285 (-5.9%) from 2016

Expenses

Down

$6,681,725

Down $886,619 (-12%) from 2016

Net Income

Up

-$413,911

Up $492,334 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $8,071,758Liabilities 2010: $2,410,470Net Assets 2010: $5,661,2882010Assets 2011: $9,327,625Liabilities 2011: $2,227,937Net Assets 2011: $7,099,6882011Assets 2012: $13,966,553Liabilities 2012: $1,543,450Net Assets 2012: $12,423,1032012Assets 2013: $19,452,051Liabilities 2013: $4,014,506Net Assets 2013: $15,437,5452013Assets 2014: $20,297,055Liabilities 2014: $4,983,721Net Assets 2014: $15,313,3342014Assets 2015: $19,155,428Liabilities 2015: $3,971,958Net Assets 2015: $15,183,4702015Assets 2016: $17,706,606Liabilities 2016: $3,429,381Net Assets 2016: $14,277,2252016Assets 2017: $16,492,983Liabilities 2017: $2,629,669Net Assets 2017: $13,863,3142017Assets 2018: $15,541,336Liabilities 2018: $2,039,292Net Assets 2018: $13,502,0442018Assets 2019: $14,819,469Liabilities 2019: $1,628,012Net Assets 2019: $13,191,4572019Assets 2020: $14,914,284Liabilities 2020: $1,866,356Net Assets 2020: $13,047,9282020Assets 2021: $14,970,975Liabilities 2021: $1,796,469Net Assets 2021: $13,174,5062021Assets 2022: $14,583,890Liabilities 2022: $908,229Net Assets 2022: $13,675,6612022Assets 2023: $13,960,971Liabilities 2023: $889,808Net Assets 2023: $13,071,1632023Assets 2024: $13,911,221Liabilities 2024: $922,771Net Assets 2024: $12,988,4502024

Highlighted filing

2017

Assets$16,492,983
Liabilities$2,629,669
Net Assets$13,863,314
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,750,6912010Expenses 2011: $5,214,4002011Revenue 2012: $11,045,669Expenses 2012: $5,722,254Net Income 2012: $5,323,4152012Expenses 2013: $5,774,9782013Revenue 2014: $6,975,823Expenses 2014: $7,100,034Net Income 2014: -$124,2112014Revenue 2015: $7,301,528Expenses 2015: $7,431,392Net Income 2015: -$129,8642015Revenue 2016: $6,662,099Expenses 2016: $7,568,344Net Income 2016: -$906,2452016Revenue 2017: $6,267,814Expenses 2017: $6,681,725Net Income 2017: -$413,9112017Revenue 2018: $6,409,669Expenses 2018: $6,770,939Net Income 2018: -$361,2702018Revenue 2019: $6,242,597Expenses 2019: $6,553,184Net Income 2019: -$310,5872019Revenue 2020: $6,654,642Expenses 2020: $6,798,171Net Income 2020: -$143,5292020Revenue 2021: $5,473,956Expenses 2021: $5,347,378Net Income 2021: $126,5782021Revenue 2022: $6,352,459Expenses 2022: $5,851,304Net Income 2022: $501,1552022Revenue 2023: $6,700,361Expenses 2023: $7,291,654Net Income 2023: -$591,2932023Revenue 2024: $7,730,431Expenses 2024: $7,813,144Net Income 2024: -$82,7132024

Highlighted filing

2017

Revenue$6,267,814
Expenses$6,681,725
Net Income-$413,911
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 23, 2018
Return Version
2016v3.0
Gross Receipts
$6,267,814
Mission and Program Overview

Mission

The Monarch School and Institute is globally recognized and dedicated to providing an innovative, therapeutic education for individuals with neurological differences in an environment that supports self-determination and empowerment in the greater community.

The Monarch Institute for Neurological Differences is dedicated to empowering individuals with neurological differences to move from dependence to interdependence and make more meaningful contributions in life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,238,835$13,868,215▼ $370,620
Pledges and Grants Receivable$2,026,348$1,540,457▼ $485,891
Cash and Non-Interest-Bearing Accounts$1,096,465$816,352▼ $280,113
Savings and Temporary Cash Investments$228,104$160,629▼ $67,475
Accounts Receivable$81,629$67,978▼ $13,651
Prepaid Expenses and Deferred Charges$35,225$39,352▲ $4,127
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$17,706,606$16,492,983▼ $1,213,623
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,265,000$1,790,000▼ $475,000
Deferred Revenue$734,211$750,348▲ $16,137
Accounts Payable and Accrued Expenses$430,170$89,321▼ $340,849
Total Liabilities$3,429,381$2,629,669▼ $799,712
Net Assets / Fund Balance
Unrestricted Net Assets$14,025,805$13,736,842▼ $288,963
Temporarily Rstr Net Assets$196,137$71,189▼ $124,948
Permanently Rstr Net Assets$55,283$55,283→ $0
Total Net Assets Fund Balance$14,277,225$13,863,314▼ $413,911
Total Liabilities and Net Assets / Fund Balance$17,706,606$16,492,983▼ $1,213,623

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,745,096$1,770,888$15,515,984
Equipment$92,801$443,455$536,256
Leasehold Improvements$30,318$130,650$160,968

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$55,283---$55,283
2015$55,339-▲ $55-$55,283
2014$55,284-▲ $55-$55,339
2013$51,232$4,000▲ $52-$55,284
2012$50,072$1,100▲ $60-$51,232
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon C DuvalDirector TherapistFT$211,000$19,923$230,923
Patti PaceHead of SchoolFT$137,813$11,512$149,325
Shawn HirschSr. Pgrm. DirectorFT$108,450$5,779$114,229

Board Members and Trustees

NameTitle
David MatthiesenChairman
Karen RezaiTrustee
Kris L KindrickTrustee
Mark S WertheimerTrustee
Steven J ProvenzanoTrustee
Glenda W DoleSecretary
Ed J BehmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$940,699
Program Service Revenue
$5,326,638
Investment Income
$477
Other Revenue
$0
All Other Contributions
$940,699
Change in Net Assets
$-413,911

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,072,381
Revenue Not Reported on Financial Statements
$195,433
Other Revenue Adjustments
$195,433
Total Revenue per Audited Statements
$6,072,381
Total Revenue per Form 990
$6,267,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,595,427
Other Expenses$1,890,865
Grants and Similar Amounts Paid$195,433
Total Fundraising Expense$171,066
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,065,256$439,836$69,568$3,574,660
Occupancy$508,187$20,572$3,429$532,188
Other Employee Benefits$415,186$51,427$8,729$475,342
Depreciation Depletion$351,724$22,692$3,782$378,198
Payroll Taxes$234,384$35,775$6,296$276,455
Grants to Domestic Individuals$195,433--$195,433
Office Expenses$95,731$57,664$457$153,852
Fees for Services Other$100,829$46,919-$147,748
Current Officers, Directors, Trustees, and Key Employees$84,977$46,884$14,651$146,512
Insurance$117,487$18,497$1,247$137,231
Pension Plan Contributions$105,001$15,002$2,455$122,458
All Other Expenses$47,649$48,961$75$96,685
Interest$81,100$5,232$872$87,204
Other Expenses$38,676$2,099$350$41,125
Information Technology$2,070$25,651$12,728$40,449
Fees for Services Accounting-$22,298-$22,298
Advertising-$17,310-$17,310
Fees for Services Legal-$5,343-$5,343
Conferences and Meetings$185--$185
Total Functional Expenses$5,628,497$882,162$171,066$6,681,725

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,681,725
Expenses per Audited Statements$6,486,292
Total Expenses per Audited Statements$6,486,292
Expenses Not Reported on Financial Statements$195,433
Other Expense Adjustments$195,433
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
David MatthiesenBoard ChairFacility rentNo$57,600

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Head of School and Business Manager review the completed Form. A copy of the form 990 is provided to the Board prior to filing with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The interested party has a duty to disclose all material facts to the board, while the board shall determine whether a conflict of interest exists. If the board has reasonable cause to believe a member has failed to disclose an actual or possible conflict of interest, it shall inform the member of the basis for the belief and afford the member the opportunity to explain the alleged failure to disclose. If the board determines failure to disclose an actual conflict of interest, it will take appropriate disciplinary and corrective action.Rentals of school facilities reported on Schedule L were approved under these procedures. The monthly rent payments are below market and cover only mortgage, insurance and minimal repair costs.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board of Trustees evaluates comparable data such as independent surveys and other data, which include total revenues, number of employees, industry code, tax status, and other information, in determining compensation of such individuals. The compensation arrangement of the Head of School is approved by the Board annually independent of payee.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Head of School determines all other employee salaries. Program Directors review teacher's salaries annually and award salary increases and bonuses based on performance and review.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are provided upon request.”

Filing and Contact Details

Filer

Filer Name
The Monarch School
EIN
76-0534389
Phone
7134790800
Address
2815 Rosefield Drive, Houston, TX 77080

Signing Officer

Name
Patti Pace
Title
Head of School
Signed
2018-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti Pace
Formed
1997
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
133
Volunteers
75

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment is intended to provide operating support to the school in perpetuity and, accordingly is invested with a long-term horizon.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Student Financial Aid $195433”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Student Financial Aid $195433”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0The Monarch School utilizes a unique therapeutic approach with Four Core Goals(TM) and sequential, developmental objectives in the areas of self-regulation and self-awareness, executive functions, relationship development, and academic and professional competencies. We offer safe environments where students can experience developmentally appropriate practices designed to help them progress. - CHRYSALIS supports students at the preschool, elementary, and secondary academic levels in their development. The core goals are addressed through a developmental level system. This educational approach is holistic, being both therapeutic and academic. - BUTTERFLY serves students at the middle and high school academic levels (grades 6-12). Students navigate a multi-part schedule (changing classes) interacting with a variety of students and adults throughout their day. Students engage in one of three program pathways in preparation for a 4 year or 2 year college program and/or Monarch's Transition Services. - THE LIFE ACADEMY features student operated businesses, entrepreneurial training, and internship/employment opportunities as part of Monarch's day school program. - TRANSITION SERVICES helps guide young adults toward increased capacity for employment, education, and life outside their family home. Services may include transitional, educational, employment, and living experiences with Monarch supervisory faculty in houses and apartments near our campus. Enrollment for the 2016-2017 year was approximately 112 students.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9108450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR Therapist
IRS990/Form990PartVIISectionAGrp/TitleTxt9Sr. Pgrm. Dir.
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0195433
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/InformationTechnologyGrp/ProgramServicesAmt02070
IRS990/InformationTechnologyGrp/TotalAmt040449
IRS990/InsuranceGrp/FundraisingAmt01247
IRS990/InsuranceGrp/ManagementAndGeneralAmt018497
IRS990/InsuranceGrp/ProgramServicesAmt0117487
IRS990/InsuranceGrp/TotalAmt0137231
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IRS990/InterestGrp/FundraisingAmt0872
IRS990/InterestGrp/ManagementAndGeneralAmt05232
IRS990/InterestGrp/ProgramServicesAmt081100
IRS990/InterestGrp/TotalAmt087204
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt021
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IRS990/LandBldgEquipCostOrOtherBssAmt016213208
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Monarch School and Institute is globally recognized and dedicated to providing an innovative, therapeutic education for individuals with neurological differences in an environment that supports self-determination and empowerment in the greater community.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01790000
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoncashContributionsAmt018076
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ManagementAndGeneralAmt020572
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IRS990/OccupancyGrp/TotalAmt0532188
IRS990/OfficeExpensesGrp/FundraisingAmt0457
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057664
IRS990/OfficeExpensesGrp/ProgramServicesAmt095731
IRS990/OfficeExpensesGrp/TotalAmt0153852
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08729
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt051427
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0415186
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0475342
IRS990/OtherExpensesGrp/Desc0Student Activities
IRS990/OtherExpensesGrp/Desc1Food expenses
IRS990/OtherExpensesGrp/Desc2Event expense
IRS990/OtherExpensesGrp/Desc3Repairs & maintenance
IRS990/OtherExpensesGrp/FundraisingAmt046427
IRS990/OtherExpensesGrp/FundraisingAmt1350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02099
IRS990/OtherExpensesGrp/ProgramServicesAmt0135497
IRS990/OtherExpensesGrp/ProgramServicesAmt149125
IRS990/OtherExpensesGrp/ProgramServicesAmt238676
IRS990/OtherExpensesGrp/TotalAmt0135497
IRS990/OtherExpensesGrp/TotalAmt149125
IRS990/OtherExpensesGrp/TotalAmt246427
IRS990/OtherExpensesGrp/TotalAmt341125
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069568
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0439836
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03065256
IRS990/OtherSalariesAndWagesGrp/TotalAmt03574660
IRS990/OtherWebsiteInd0X
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06296
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035775
IRS990/PayrollTaxesGrp/ProgramServicesAmt0234384
IRS990/PayrollTaxesGrp/TotalAmt0276455
IRS990/PensionPlanContributionsGrp/FundraisingAmt02455
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015002
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0105001
IRS990/PensionPlanContributionsGrp/TotalAmt0122458
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt055283
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt055283
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02026348
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01540457
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035225
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt039352
IRS990/PrincipalOfficerNm0Patti Pace
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0Auxiliary Activities
IRS990/ProgramServiceRevenueGrp/Desc1Tuition and fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15303401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15303401
IRS990/ProgSrvcAccomActy2Grp/Desc0The Residential program provides social and emotional support, healthy lifestyles, physical movement, robust social opportunities, medication oversight, personal hygiene support, and meal planning which includes healthy choices, regular trips to the grocery store, and some transportation. Our Residential Program includes houses and apartments for young adults who benefit from assistance making the transition to greater independence. Enrollment for the 2016-2017 school year was approximately 22 students.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0648278
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0553691
IRS990/ProgSrvcAccomActy3Grp/Desc0Therapy Services and Diagnostic Clinic provide unique, team based assessment, consultation, and therapeutic support services to children and adults. Also offered: DIRFloortime, Speech Therapy, Occupational Therapy, Educational Consultation, and Music Therapy. The Training Center offers workshops, seminars, and consultations for parents, teachers, administrators, and medical/mental health professionals interested in serving students with special needs.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0563956
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0634148
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0675039
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0177530
IRS990/PYInvestmentIncomeAmt0493
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01942928
IRS990/PYProgramServiceRevenueAmt05986567
IRS990/PYRevenuesLessExpensesAmt0-906245
IRS990/PYSalariesCompEmpBnftPaidAmt05447886
IRS990/PYTotalExpensesAmt07568344
IRS990/PYTotalRevenueAmt06662099
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-413911
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04138799
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0228104
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0160629
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Monarch School is classified as a School under IRC Section 170(b)(1)(A(ii). As such, it is not required to complete the Schedule A Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A(iv) and 170(b)(1)(A(vi). The School is voluntarily including Schedule A Part II as a PDF attachment to the Form 990. For Schedule B Schedule of Contributors, the School meets the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and is reporting under the Special Rule.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0675039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0787549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0989973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03617763
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IRS990ScheduleA/PublicSupportCY170Pct00.74040
IRS990ScheduleA/PublicSupportPY170Pct00.49540
IRS990ScheduleA/PublicSupportTotal170Amt05193936
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07011023
IRS990ScheduleA/TotalSupportAmt07014621
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,492,983
Liabilities
$2,629,669
Net assets
$13,863,314
Revenue
$6,267,814
Expenses
$6,681,725
Net income
-$413,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.92$13.0$7.73$7.81$0.08
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.89$13.1$6.70$7.29$0.59
2022Detailed filing. Detailed filing data is available for this year.$14.6$0.91$13.7$6.35$5.85$0.50
2021Detailed filing. Detailed filing data is available for this year.$15.0$1.80$13.2$5.47$5.35$0.13
2020Detailed filing. Detailed filing data is available for this year.$14.9$1.87$13.0$6.65$6.80$0.14
2019Detailed filing. Detailed filing data is available for this year.$14.8$1.63$13.2$6.24$6.55$0.31
2018Detailed filing. Detailed filing data is available for this year.$15.5$2.04$13.5$6.41$6.77$0.36
2017Detailed filing. Detailed filing data is available for this year.$16.5$2.63$13.9$6.27$6.68$0.41
2016Detailed filing. Detailed filing data is available for this year.$17.7$3.43$14.3$6.66$7.57$0.91
2015Detailed filing. Detailed filing data is available for this year.$19.2$3.97$15.2$7.30$7.43$0.13
2014Detailed filing. Detailed filing data is available for this year.$20.3$4.98$15.3$6.98$7.10$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$4.01$15.4$5.77
2012Summary only. Only limited summary data is available for this year.$14.0$1.54$12.4$11.0$5.72$5.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$2.23$7.10$5.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$2.41$5.66$4.75