MONARCH LIFEWORKS

EIN: 461509517 501(c)(3) Health Care

SHAKER HEIGHTS, OH

Total Revenue
$7,501,986
Total Expenses
$7,237,869
Total Assets
$2,583,477
Net Assets
$1,769,083
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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
OH
Principal Officer
CARL R BRASS
Phone
2169322800
Tax Period
2022-07-01 to 2023-06-30

MONARCH LIFEWORKS, founded in 2012, is a community nonprofit in the Health Care sector that reported $7.5M in total revenue in fiscal year 2022. Expenses of $7.2M left a modest 4% surplus.

Mission

Monarch Lifeworks is a nonprofit organization dedicated to ensuring that individuals with autism lead healthy and enriched lives by providing essential clinical services across their lifespan.

Program Service Accomplishments

Program 1
Expenses: $4,389,164 Revenue: $4,712,476

Group Homes: Lifeworks' Supported Living Services offer residents comfortable, secure home settings and essential clinical services that promote independence, self direction, community-inclusion...

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Group Homes: Lifeworks' Supported Living Services offer residents comfortable, secure home settings and essential clinical services that promote independence, self direction, community-inclusion, safety, ongoing skill development, interpersonal connectivity, and an overall high-quality of life. The homes are embedded in the Cleveland suburbs of Shaker Heights and University Heights and are close to cultural and recreational destinations in Cleveland.

Program 2
Expenses: $2,013,090 Revenue: $1,941,045

Prevocational Services and Life Skills: Lifeworks' Prevocational and Life Skills are geared toward individuals with significant symptoms of Autism Spectrum Disorder who have completed their schooling...

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Prevocational Services and Life Skills: Lifeworks' Prevocational and Life Skills are geared toward individuals with significant symptoms of Autism Spectrum Disorder who have completed their schooling but are not currently candidates for competitive work or postsecondary education. Most often funded as "Adult Day SupportX or "Vocational Habilitation" by way of Ohio Medicaid Waivers, Lifeworks Prevocational and Life Skills programs offer structured settings in which service recipients can hone and develop social skills, communicatin skills, prevocational skills, functional skills of daily living, and recreation and leisure skills. As a part of standard programming, participants are afforded regular opportunities to travel into the community in service of generalizing skills, participating in volunteer and simulated work experiences, and leading integrated and fulfilled lives.

Program 3
Expenses: $671,365 Revenue: $589,623

Community Services: Lifework's Behavioral Health division provides an array of services to support adults and transition-aged youth with ASD and co-occurring mental health conditions. Treatment...

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Community Services: Lifework's Behavioral Health division provides an array of services to support adults and transition-aged youth with ASD and co-occurring mental health conditions. Treatment services focus on resolving mental health symptoms, as well as improving emotional and behavioral management, social competency community involvement, and overall daily functioning. At intake, each service recipient receives a full psychiatric diagnostic evaluation and, if warranted, an individualized treatment plan. Applied Behavior Analysis (ABA) services can also be provided. ABA is the study of understanding behaviors and is widely recognized as an effective therapy for individuals of all ages on the autism spectrum. Through ABA therapy, individuals can experience meaningful improvements in socially significant areas of their lives, such as communication, daily living skills, social skills, leisure skills, vocational skills, community involvement, and academics.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $229,164
Program Service Revenue $7,243,144
Investment Income $15,366
Other Revenue $14,312
TOTAL REVENUE $7,501,986

Expense Breakdown

Grants Paid $165,130
Salaries & Benefits $4,629,410
Fundraising Expenses $0
Program Expenses $7,073,619
Other Expenses $2,443,329
TOTAL EXPENSES $7,237,869

Year-over-Year Comparison

2022 2021 Change
Revenue $7,501,986 $7,305,123 +0.0%
Expenses $7,237,869 $6,551,558 +0.1%
Net Income $264,117 $753,565 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
5
Employees
139
Volunteers
4

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$1,369,739
Total Directors
7
$1,298,289
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Adam Jacobs Chair 1.00
Officer Director
$0 $179,990 $959,272
Leigh Hall Director of Risk Management 1.00
Highest
$0 $114,591 $318,330
Jeff Lox Executive Director - Bellefaire 1.00
Highest
$0 $107,668 $326,503
Christopher Clancy Chief Information Officer 1.00
Highest
$0 $53,984 $280,869
Beth Cohen Pollack Director of Organizational Advancement 1.00
Highest
$0 $69,260 $259,908
Scott Moore Chief Financial Officer/Treasurer 1.00
Officer Director
$0 $21,107 $248,312
Diana Harrison Director of Human Resources 1.00
Highest
$0 $34,201 $194,895
Carl Brass Executive Director 34.00
Officer
$0 $45,067 $162,155
Sheree Collins Secretary 1.00
Director
$0 $13,812 $90,705
Susan Ratner Director 1.00
Director
$0 $0 $0
Brad Sanders Director 1.00
Director
$0 $0 $0
Stephanie Miller Director 1.00
Director
$0 $0 $0
Stephanie Silverman Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $7,501,986 $7,237,869 $2,583,477 $264,117
2022 $7,305,123 $6,551,558 $2,372,123 $753,565
2021 $6,070,082 $5,290,346 $1,539,677 $779,736
2020 $5,127,744 $5,084,721 $991,879 $43,023
2019 $4,781,903 $4,497,056 $1,030,608 $284,847
2018 $3,539,309 $3,788,203 $656,390 $-248,894
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