The Monarch School Monarch Institu… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

Patti Pace

Phone

7134790800

Tax Period

2022-07-01 to 2023-06-30

The Monarch School Monarch Institute for Neurological Diff, founded in 1997, is a community nonprofit in the Education sector that reported $6.7M in total revenue in fiscal year 2022.

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.

Program Service Accomplishments

Program 1

Expenses: $5,734,488 Revenue: $5,613,229

The 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...

The 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 in four different programs: Chrysalis, Bridge, Butterfly, and EMERGE. All programs are supported by therapy services and the diagnostic clinic. In these programs, students are supported from the preschool through the young adult stage of life. The educational approach is holistic, being both therapeutic and academic. Enrollment for the 2022-2023 year was approximately 117 students.

Program 2

Expenses: $564,485 Revenue: $43,528

The Residential program provides social and emotional support, healthy lifestyles, physical movement, robust social opportunities, medication oversight, personal hygiene support, and meal planning...

The 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 2022-2023 school year was approximately 16 students.

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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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,072,738

Program Service Revenue $5,656,757

Investment Income $170

Other Revenue $-29,304

TOTAL REVENUE $6,700,361

Expense Breakdown

Grants Paid $96,287

Salaries & Benefits $5,250,025

Fundraising Expenses $141,636

Program Expenses $6,298,973

Other Expenses $1,945,342

TOTAL EXPENSES $7,291,654

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,700,361	$6,352,459	+0.1%
Expenses	$7,291,654	$5,851,304	+0.2%
Net Income	$-591,293	$501,155	-2.2%

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

Governance

Voting Members

Independent Members

Employees

134

Volunteers

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

$268,131

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David G Matthiesen	Chairman	2.00	Officer Director	$0	$0	$0
Glenda W Dole	Secretary	2.00	Officer Director	$0	$0	$0
Kris Kindrick	Director	2.00	Director	$0	$0	$0
Sanjay Lad	Director	2.00	Director	$0	$0	$0
Laurie Marino	Director	2.00	Director	$0	$0	$0
Debi Mishael	Director	2.00	Director	$0	$0	$0
Steven Provenzano	Director	2.00	Director	$0	$0	$0
Patti Pace	Head of School	40.00	Officer	$153,500	$10,829	$164,329
Ginger Cuellar	CFO	40.00	Officer	$92,477	$11,325	$103,802

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	$6,700,361	$7,291,654	$13,960,971	$-591,293
2022	$6,352,459	$5,851,304	$14,583,890	$501,155
2021	$5,473,956	$5,347,378	$14,970,975	$126,578
2020	$6,654,642	$6,798,171	$14,914,284	$-143,529
2019	$6,242,597	$6,553,184	$14,819,469	$-310,587
2018	$6,409,669	$6,770,939	$15,541,336	$-361,270

The Monarch School Monarch Institute for Neurological Diff