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 Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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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.

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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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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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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