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The Monarch School Inc

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: Educational Institutions and Related Activities / Specialized Education Institutions (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$6.7M (2023)

Expenses
$7.29M (2023)

Total Assets
$14M (2023)

Total Liabilities
$890k (2023)

Source: Form 990 tax filings from 2011 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
$6,700,361
Expenses
$7,291,654
Net Income
-$591,293
Net Assets
$13,071,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,072,738
16.0%
Program Services $5,656,757
84.4%
Investment Income $170
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$29,304
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $268,130
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $4,131,161
56.7%
Assets/Debt
Total Assets $13,960,971
Total Liabilities $889,808
Net Assets $13,071,163
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patti Pace (Head Of School) $153,500 $0 $10,829
Ginger Cuellar (Cfo) $92,477 $0 $11,325
David G Matthiesen (Chairman) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Kris Kindrick (Director) $0 $0 $0
Sanjay Lad (Director) $0 $0 $0
Laurie Marino (Director) $0 $0 $0
Debi Mishael (Director) $0 $0 $0
Steven Provenzano (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,352,459
Expenses
$5,851,304
Net Income
$501,155
Net Assets
$13,675,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,023,204
31.8%
Program Services $4,343,692
68.4%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$14,439
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $253,015
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,127,239
53.4%
Assets/Debt
Total Assets $14,583,890
Total Liabilities $908,229
Net Assets $13,675,661
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patti Pace (Head Of School) $149,772 $0 $7,645
Ginger Cuellar (Cfo) $88,871 $0 $6,726
David G Matthiesen (Chairman) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Cj Holderread (Director) $0 $0 $0
Kristopher Kindrick (Director) $0 $0 $0
Laurie Marino (Director) $0 $0 $0
Debi Mishael (Director) $0 $0 $0
Steven Provenzano (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,473,956
Expenses
$5,347,378
Net Income
$126,578
Net Assets
$13,174,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,878,706
34.3%
Program Services $3,595,236
65.7%
Investment Income $14
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $255,362
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,706,590
50.6%
Assets/Debt
Total Assets $14,970,975
Total Liabilities $1,796,469
Net Assets $13,174,506
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patti Pace (Head Of School) $143,827 $0 $18,486
Sharon C Duval (Clinical Director) $123,887 $0 $7,364
Shawn Hirsch (Sr Program Director) $114,847 $0 $0
Ginger Cuellar (Cfo) $53,295 $0 $1,492
David G Matthiesen (Chairman) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Cj Holderread (Director) $0 $0 $0
Kristopher Kindrick (Director) $0 $0 $0
Laurie Marino (Director) $0 $0 $0
Debi Mishael (Director) $0 $0 $0
Steven Provenzano (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,654,642
Expenses
$6,798,171
Net Income
-$143,529
Net Assets
$13,047,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,231,605
18.5%
Program Services $5,459,541
82.0%
Investment Income $230
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$36,734
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $291,955
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,686,059
54.2%
Assets/Debt
Total Assets $14,914,284
Total Liabilities $1,866,356
Net Assets $13,047,928
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sharon C Duval (Clinical Director) $203,409 $0 $13,389
Patti Pace (Head Of School) $142,030 $0 $15,665
Shawn Hirsch (Sr Program Dir) $111,451 $0 $0
Tammy Hopwood (Cfo To Jun 20) $99,855 $0 $20,210
David G Matthiesen (Chairman) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Kris Kindrick (Trustee) $0 $0 $0
Steven Provenzano (Trustee) $0 $0 $0
Karen Rezai (Trustee) $0 $0 $0
Dean Swick (Trustee) $0 $0 $0
Ginger Cuellar (Cfo From Jun 20) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,242,597
Expenses
$6,553,184
Net Income
-$310,587
Net Assets
$13,191,457
Notable Sources of Revenue Percent of Total Revenue
Contributions $884,567
14.2%
Program Services $5,398,868
86.5%
Investment Income $325
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$41,163
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $160,118
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,592,668
54.8%
Assets/Debt
Total Assets $14,819,469
Total Liabilities $1,628,012
Net Assets $13,191,457
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sharon C Duval (Dir Therapist) $202,332 $0 $22,412
Patti Pace (Head Of School) $139,960 $0 $16,728
Shawn Hirsch (Sr. Pgrm. Dir.) $109,856 $0 $4,713
David G Matthiesen (Chair/President) $0 $0 $0
Glenda Dole (Secretary) $0 $0 $0
Kris L Kindrick (Trustee) $0 $0 $0
Steven J Provenzano (Trustee) $0 $0 $0
Karen Rezai (Trustee) $0 $0 $0
Dean Swick (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,409,669
Expenses
$6,770,939
Net Income
-$361,270
Net Assets
$13,502,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,160,167
18.1%
Program Services $5,200,782
81.1%
Investment Income $433
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $48,287
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $152,068
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,849,648
56.9%
Assets/Debt
Total Assets $15,541,336
Total Liabilities $2,039,292
Net Assets $13,502,044
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sharon C Duval (Dir Therapist) $201,684 $0 $16,126
Patti Pace (Head Of School) $135,545 $0 $10,880
Shawn Hirsch (Sr. Pgrm. Dir.) $108,901 $0 $0
David G Matthiesen (Chair/President) $0 $0 $0
Glenda Dole (Secretary) $0 $0 $0
Kris L Kindrick (Trustee) $0 $0 $0
Steven J Provenzano (Trustee) $0 $0 $0
Karen Rezai (Trustee) $0 $0 $0
Dean Swick (Trustee) $0 $0 $0
Mark S Wertheimer (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,267,814
Expenses
$6,681,725
Net Income
-$413,911
Net Assets
$13,863,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $940,699
15.0%
Program Services $5,326,638
85.0%
Investment Income $477
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $146,512
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,574,660
53.5%
Assets/Debt
Total Assets $16,492,983
Total Liabilities $2,629,669
Net Assets $13,863,314
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sharon C Duval (Dir Therapist) $211,000 $0 $19,923
Patti Pace (Head Of School) $137,813 $0 $11,512
Shawn Hirsch (Sr. Pgrm. Dir.) $108,450 $0 $5,779
David Matthiesen (Chairman) $0 $0 $0
Ed J Behm (Treasurer) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Kris L Kindrick (Trustee) $0 $0 $0
Steven J Provenzano (Trustee) $0 $0 $0
Karen Rezai (Trustee) $0 $0 $0
Mark S Wertheimer (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,662,099
Expenses
$7,568,344
Net Income
-$906,245
Net Assets
$14,277,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $675,039
10.1%
Program Services $5,986,567
89.9%
Investment Income $493
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $439,574
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $3,946,307
52.1%
Assets/Debt
Total Assets $17,706,606
Total Liabilities $3,429,381
Net Assets $14,277,225
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sharon C Duval (Dir Therapist) $200,602 $0 $13,270
Debrah Hall Ph D (Hd Schl To Dec) $105,000 $0 $13,270
David Matthiesen (Chairman) $0 $0 $0
Ed J Behm (Treasurer) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Kris L Kindrick (Trustee) $0 $0 $0
Steven J Provenzano (Trustee) $0 $0 $0
Karen Rezai (Trustee) $0 $0 $0
Mark S Wertheimer (Trustee) $0 $0 $0
Vita Como (Interim Head) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,301,528
Expenses
$7,431,392
Net Income
-$129,864
Net Assets
$15,183,470
Notable Sources of Revenue Percent of Total Revenue
Contributions $787,549
10.8%
Program Services $6,513,339
89.2%
Investment Income $640
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $341,415
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $3,923,394
52.8%
Assets/Debt
Total Assets $19,155,428
Total Liabilities $3,971,958
Net Assets $15,183,470
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sharon C Duval (Dir Therapist) $190,183 $0 $12,520
Debrah Hall Ph D (President) $104,000 $0 $22,598
David Matthiesen (Chairman) $0 $0 $0
Richard Bartell (Treasurer) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Vita P Como (Trustee) $0 $0 $0
Kearney H Morgan (Trustee) $0 $0 $0
Grier P Patton (Trustee) $0 $0 $0
Mark S Wertheimer (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,975,823
Expenses
$7,100,034
Net Income
-$124,211
Net Assets
$15,313,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $989,973
14.2%
Program Services $5,985,354
85.8%
Investment Income $496
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $333,202
4.7%
Professional Fundraising Fees $48,000
0.7%
Other Salaries and Wages $3,684,593
51.9%
Assets/Debt
Total Assets $20,297,055
Total Liabilities $4,983,721
Net Assets $15,313,334
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sharon C Duval (Dir Therapist) $200,342 $0 $14,680
Debrah Hall Ph D (President) $103,500 $0 $14,680
David Matthiesen (Chairman) $0 $0 $0
Richard Bartell (Treasurer) $0 $0 $0
Glenda W Dole (Secretary) $0 $0 $0
Vita P Como (Trustee) $0 $0 $0
Kearney H Morgan (Trustee) $0 $0 $0
Grier Patton (Trustee) $0 $0 $0
Mark Wertheimer (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,789,420
Expenses
$5,774,978
Net Income
$3,014,442
Net Assets
$15,437,545
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,617,763
41.2%
Program Services $5,159,126
58.7%
Investment Income $1,492
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,039
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $249,157
4.3%
Professional Fundraising Fees $72,000
1.2%
Other Salaries and Wages $3,183,276
55.1%
Assets/Debt
Total Assets $19,452,051
Total Liabilities $4,014,506
Net Assets $15,437,545

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,045,669
Expenses
$5,722,254
Net Income
$5,323,415
Net Assets
$12,423,103
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,089,908
55.1%
Program Services $4,953,409
44.8%
Investment Income $2,352
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $150,164
2.6%
Professional Fundraising Fees $72,000
1.3%
Other Salaries and Wages $3,064,808
53.6%
Assets/Debt
Total Assets $13,966,553
Total Liabilities $1,543,450
Net Assets $12,423,103

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,652,800
Expenses
$5,214,400
Net Income
$1,438,400
Net Assets
$7,099,688
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,227,532
33.5%
Program Services $4,424,410
66.5%
Investment Income $858
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $383,766
7.4%
Professional Fundraising Fees $72,745
1.4%
Other Salaries and Wages $2,564,079
49.2%
Assets/Debt
Total Assets $9,327,625
Total Liabilities $2,227,937
Net Assets $7,099,688

Document Links

Fiscal Year Ending June
2010

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

Fiscal Year Ending June
2009

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

Fiscal Year Ending June
2008

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

Fiscal Year Ending June
2007

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

Fiscal Year Ending June
2006

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

Fiscal Year Ending June
2005

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

Fiscal Year Ending June
2004

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

Fiscal Year Ending June
2003

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

Fiscal Year Ending June
2002

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

Fiscal Year Ending June
2001

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

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.

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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."

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Types of Nonprofits

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