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Monarch Lifeworks

  • Shaker Heights, OH
  • Tax-exempt since April 2015
  • EIN: 46-1509517

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Health Support Services (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$7.5M (2023)

Expenses
$7.24M (2023)

Total Assets
$2.58M (2023)

Total Liabilities
$814k (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,501,986
Expenses
$7,237,869
Net Income
$264,117
Net Assets
$1,769,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $229,164
3.1%
Program Services $7,243,144
96.5%
Investment Income $3,366
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,000
0.2%
Net Inventory Sales $0
Other Revenue $14,312
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,723,929
51.5%
Assets/Debt
Total Assets $2,583,477
Total Liabilities $814,394
Net Assets $1,769,083
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $779,282 $179,990
Leigh Hall (Director Of Risk Management) $0 $203,739 $114,591
Jeff Lox (Executive Director Bellefaire) $0 $218,835 $107,668
Christopher Clancy (Chief Information Officer) $0 $226,885 $53,984
Beth Cohen Pollack (Director Of Organizational Advancement) $0 $190,648 $69,260
Scott Moore (Chief Financial Officer/Treasurer) $0 $227,205 $21,107
Diana Harrison (Director Of Human Resources) $0 $160,694 $34,201
Carl Brass (Executive Director) $0 $117,088 $45,067
Sheree Collins (Secretary) $0 $76,893 $13,812
Susan Ratner (Director) $0 $0 $0
Brad Sanders (Director) $0 $0 $0
Stephanie Miller (Director) $0 $0 $0
Stephanie Silverman (Director) $0 $0 $0
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Document Links

990
Filed on May 7, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,305,123
Expenses
$6,551,558
Net Income
$753,565
Net Assets
$1,502,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $837,221
11.5%
Program Services $6,467,336
88.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $566
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,108,881
47.5%
Assets/Debt
Total Assets $2,372,123
Total Liabilities $869,564
Net Assets $1,502,559
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $798,719 $137,227
Leigh Hall (Director Of Risk Management) $0 $214,668 $59,628
Jeff Lox (Executive Director Bellefaire) $0 $213,168 $52,697
Christopher Clancy (Chief Information Officer) $0 $218,455 $38,065
Beth Cohen Pollack (Director Of Organizational Advancement) $0 $200,413 $46,141
Scott Moore (Chief Financial Officer/Treasurer) $0 $226,512 $7,087
Diana Harrison (Director Of Human Resources) $0 $160,475 $29,342
Carl Brass (Executive Director) $0 $112,868 $32,376
Sheree Collins (Secretary) $0 $75,157 $10,002
Susan Ratner (Director) $0 $0 $0
Brad Sanders (Director) $0 $0 $0
Stephanie Miller (Director) $0 $0 $0
Stephanie Silverman (Director) $0 $0 $0
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Document Links

990
Filed on May 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,070,082
Expenses
$5,290,346
Net Income
$779,736
Net Assets
$355,143
Notable Sources of Revenue Percent of Total Revenue
Contributions $619,542
10.2%
Program Services $5,295,035
87.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $155,505
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,653,059
50.1%
Assets/Debt
Total Assets $1,539,677
Total Liabilities $1,184,534
Net Assets $355,143
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $841,281 $811,121
Thomas Browne Thru 63020 (Chief Financial Officer) $0 $353,234 $9,726
Christopher Clancy (Executive Director Bellefaire) $0 $210,339 $38,102
Leigh Hall (Director Of Risk Management) $0 $195,705 $51,021
Jeff Lox (Executive Director Bellefaire) $0 $200,846 $44,791
Beth Cohen Pollack (Director Of Organizational Advancement) $0 $186,684 $27,339
Scott Moore As Of 7120 (Chief Financial Officer/Treasurer) $0 $198,010 $5,614
Robert Braun (Director Of Facilities) $0 $136,735 $34,534
Carl Brass (Executive Director) $0 $106,829 $31,852
Sheree Collins (Secretary) $0 $0 $0
Susan Ratner (Director) $0 $0 $0
Brad Sanders (Director) $0 $0 $0
Stephanie Miller (Director) $0 $0 $0
Stephanie Silverman (Director) $0 $0 $0
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Document Links

990
Filed on May 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,127,744
Expenses
$5,084,721
Net Income
$43,023
Net Assets
-$521,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,198
0.5%
Program Services $5,069,013
98.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32,533
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,609,736
51.3%
Assets/Debt
Total Assets $991,879
Total Liabilities $1,513,315
Net Assets -$521,436
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $794,451 $160,339
Thomas Browne (Chief Financial Officer) $0 $261,464 $126,059
Christopher Clancy (Chief Information Officer) $0 $197,838 $45,847
Jeff Lox (Executive Director Bellefaire) $0 $186,927 $40,760
Leigh Hall (Director Of Risk Managmeent) $0 $159,955 $38,045
Beth Cohen Pollack (Director Of Organizational Advancement) $0 $162,209 $20,710
Scott Moore (Treasurer) $0 $170,166 $3,111
Kelli Michaud (Director Of Human Resources Thru 4/1/20) $0 $142,907 $27,282
Carl Brass (Executive Director) $0 $88,849 $17,232
Sheree Collins (Secretary) $0 $0 $0
Susan Ratner (Director) $0 $0 $0
Brad Sanders (Director) $0 $0 $0
Stephanie Miller (Director) $0 $0 $0
Stephanie Silverman (Director) $0 $0 $0
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Document Links

990
Filed on May 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,781,903
Expenses
$4,497,056
Net Income
$284,847
Net Assets
-$409,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $149,667
3.1%
Program Services $4,603,344
96.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $28,892
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,326,924
51.7%
Assets/Debt
Total Assets $1,030,608
Total Liabilities $1,439,813
Net Assets -$409,205
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $632,316 $190,721
Thomas Browne (Treasurer) $0 $307,084 $143,873
Leigh Johnson (Secretary) $0 $153,556 $29,864
Jeff Lox (Executive Director Bellefaire) $0 $184,410 $43,992
Beth Cohen Pollack (Director Of Organizational Advancement) $0 $156,565 $27,820
Debra Mandell (Director Of Monarch School) $0 $120,415 $50,144
Kelli Michaud (Director Of Human Resources) $0 $133,399 $26,642
Robert Braun (Director Of Facilities) $0 $126,994 $25,754
Carl Brass (Executive Director) $0 $90,994 $18,376
Susan Ratner (Director) $0 $0 $0
Sonni Senkfor (Director) $0 $0 $0
Stephanie Miller (Director) $0 $0 $0
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Document Links

990
Filed on June 2, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,539,309
Expenses
$3,788,203
Net Income
-$248,894
Net Assets
-$388,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,057
0.1%
Program Services $3,465,279
97.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $69,973
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,967,497
51.9%
Assets/Debt
Total Assets $656,390
Total Liabilities $1,044,791
Net Assets -$388,401
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $465,525 $189,718
Debra Mandell (President) $0 $117,058 $40,191
Thomas Browne (Treasurer) $0 $279,730 $142,560
Leigh Johnson (Secretary) $0 $144,981 $28,077
Jeffrey Lox (Director) $0 $168,524 $40,732
Susan Ratner (Director) $0 $0 $0
Carl Brass (Executive Director) $0 $88,716 $27,867
Stephanie Senter (Vice President) $0 $94,055 $28,822
Kelli Michaud (Director Of Hr) $0 $126,727 $25,198
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Document Links

990
Filed on May 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,575,493
Expenses
$2,833,220
Net Income
-$257,727
Net Assets
-$105,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,770
0.1%
Program Services $2,558,757
99.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,966
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,436,552
50.7%
Assets/Debt
Total Assets $606,735
Total Liabilities $712,402
Net Assets -$105,667
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $448,307 $198,658
Debra Mandell (President) $0 $111,843 $29,768
Stephanie Senter (Vice President) $0 $97,070 $20,767
Thomas Browne (Treasurer) $0 $283,863 $107,195
Leigh Johnson (Secretary) $0 $137,889 $26,636
Jeffrey Lox (Director) $0 $157,038 $35,998
Susan Ratner (Director) $0 $0 $0
Carl Brass (Executive Director) $0 $83,393 $27,109
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990
Filed on May 11, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,807,808
Expenses
$1,774,458
Net Income
$33,350
Net Assets
$114,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $842
0.0%
Program Services $1,804,899
99.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,067
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $889,020
50.1%
Assets/Debt
Total Assets $541,948
Total Liabilities $427,843
Net Assets $114,105
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $433,353 $184,568
Debra Mandell (President) $0 $103,006 $0
Stephanie Senter (Vice President) $0 $95,821 $17,108
Thomas Browne (Treasurer) $0 $319,291 $114,880
Leigh Johnson (Secretary) $0 $127,951 $17,108
Jeffrey Lox (Director) $0 $143,639 $27,366
Susan Ratner (Director) $0 $192 $0
Carl Brass (Executive Director) $0 $77,991 $15,462
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990
Filed on May 11, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,419,721
Expenses
$1,303,919
Net Income
$115,802
Net Assets
$100,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,100
0.1%
Program Services $1,413,172
99.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,449
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $667,286
51.2%
Assets/Debt
Total Assets $491,994
Total Liabilities $391,446
Net Assets $100,548
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $413,907 $87,729
Debra Mandell (President) $0 $97,962 $0
Stephanie Senter (Vice President) $0 $94,069 $15,834
Tom Browne (Treasurer) $0 $309,896 $54,211
Leigh Johnson (Secretary) $0 $116,457 $15,308
Jeff Lox (Director) $0 $140,567 $7,897
Susan Ratner (Director) $0 $1,584 $0
Carl Brass (Executive Director) $0 $73,678 $7,611
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990
Filed on May 11, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$723,512
Expenses
$713,679
Net Income
$9,833
Net Assets
$10,036
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,734
5.9%
Program Services $670,518
92.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,260
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $332,893
46.6%
Assets/Debt
Total Assets $348,798
Total Liabilities $338,762
Net Assets $10,036
Compensation
Key Employees and Officers Compensation Related Other
Adam Jacobs (Chair) $0 $406,947 $85,392
Debra Mandell (President) $0 $93,809 $0
Stephanie Senter (Vice President) $0 $90,744 $14,011
Tom Browne (Treasurer) $0 $280,441 $51,407
Leigh Johnson (Secretary) $0 $110,881 $14,011
Jeff Lox (Director) $0 $130,031 $14,143
Susan Ratner (Director) $0 $1,632 $0
Carl Brass (Executive Director) $0 $65,586 $6,768
+ View more people

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990
Filed on May 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ
Filed on July 3, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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