2024-05-07T09:40:53-07:00 2023-06-30 990 2022-07-01 461509517 MONARCH LIFEWORKS MONA 2169322800 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 ADAM JACOBS CHAIR 2169322800 2024-05-07 ADAM JACOBS XXX-XX-XXXX true 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z CARL R BRASS 22001 Fairmount Blvd Shaker Heights OH 44118 7501986 false X lifeworksautism.org X 2012 OH 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. 7 5 139 4 0 0 837221 229164 6467336 7243144 15366 566 14312 7305123 7501986 155890 165130 0 3980973 4629410 0 0 2414695 2443329 6551558 7237869 753565 264117 2372123 2583477 869564 814394 1502559 1769083 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. false false 4389164 153063 4712476 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. 2013090 12067 1941045 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. 671365 0 589623 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. 7073619 true true false false false false false false true false true false false false false true false true false false false false false false false false false false true true false false false false false false false false false false false false false true true false false false true 8 0 true 139 true false false false false false false false false false false false false X 7 5 true false false false true true true true false false false false true true true true true false false false OH X Scott Moore 2169322800 22001 Fairmount Blvd Shaker Heights OH 44118 Adam Jacobs Chair 1.00 X X 0 779282 179990 Leigh Hall Director of Risk Management 1.00 X 0 203739 114591 Jeff Lox Executive Director - Bellefaire 1.00 X 0 218835 107668 Christopher Clancy Chief Information Officer 1.00 X 0 226885 53984 Beth Cohen Pollack Director of Organizational Advancement 1.00 X 0 190648 69260 Scott Moore Chief Financial Officer/Treasurer 1.00 X X 0 227205 21107 Diana Harrison Director of Human Resources 1.00 X 0 160694 34201 Carl Brass Executive Director 34.00 X 0 117088 45067 Sheree Collins Secretary 1.00 X 0 76893 13812 Susan Ratner Director 1.00 X 0 0 0 Brad Sanders Director 1.00 X 0 0 0 Stephanie Miller Director 1.00 X 0 0 0 Stephanie Silverman Director 1.00 X 0 0 0 0 2201269 639680 0 false true false 2322 226842 229164 Board and Care 623000 4771021 0 0 Day Habilitation 623000 1989182 0 0 Medicaid 624100 482941 0 0 7243144 3366 0 3366 12000 12000 12000 0 0 12000 Workers Comp Refund 900099 14312 0 0 14312 14312 7501986 7243144 0 29678 165130 165130 3723929 3723929 0 0 71326 71326 0 0 471224 471224 0 0 362931 362931 0 0 4498 0 4498 0 22042 0 22042 0 38109 38109 0 0 5560 5560 0 0 336593 335506 1087 0 204214 204214 0 0 693233 693233 0 0 110495 110495 0 0 20 20 0 0 29173 29173 0 0 110934 0 110934 0 Staff Development 79632 79632 0 0 Reimbursed Expenses 778825 778825 0 0 Bad Debt Expense 25689 0 25689 0 4312 4312 0 0 7237869 7073619 164250 0 1222587 1263486 800787 883313 54479 86676 418460 76817 261261 341643 33009 8359 2372123 2583477 791504 722698 21743 78060 69953 869564 814394 X 1395764 1629788 106795 139295 1502559 1769083 2372123 2583477 X 264117 2407 X false true X true false X 0 0 149667 26198 619542 837221 229164 1861792 4603344 5069013 5295035 6467336 7243144 28677872 0 0 4753011 5095211 5914577 7304557 7472308 30539664 105233 100000 205233 0 105233 100000 205233 30334431 0 0 0 0 3366 3366 0 0 0 0 3366 3366 28892 32533 155505 566 14312 231808 30774838 0.98570 0.98160 0.00010 0.00000 X Pt III Ln 12 2018: $28,892 Pt III Ln 12 2019: $32,533 Pt III Ln 12 2020: $155,505 Pt III Ln 12 2021: $566 Pt III Ln 12 2022: $14,312 Pt III Ln 12 Other Income Part III, Line 12 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 0 0 253410 23783 229627 165050 53034 112016 341643 X Pt X, Line 2 The Financial Accounting Standards Board (FASB) provides guidance for how uncertain income tax positions should be recognized, measured, disclosed and presented in the consolidated financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing tax returns to determine whether the positions are more-likely-than not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not thresholds would be recorded as a tax benefit or expense and liability in the current year. For the years ended June 30, 2023 and 2022, management has determined that there are no uncertain tax positions. Pt IV, Line 2b Custodial accounts are maintained for client's social security deposits and are managed collaboratively between guardian, client and case manager. The client or guardian signs a social security payee application authorizing deposits into Monarch Lifeworks custodial bank account. true NON-CASH ASSISTANCE 30 122284 ACTUAL FOOD FOR CLIENTS IN RESIDENCE NON-CASH ASSISTANCE 30 28482 ACTUAL RECREATIONAL ACTIVITIES FOR CLIENTS NON-CASH ASSISTANCE 30 448 ACTUAL HOUSEHOLD SUPPLIES FOR CLIENTS NON-CASH ASSISTANCE 30 12724 ACTUAL PERSONAL HYGIENE SUPPLIES FOR CLIENTS NON-CASH ASSISTANCE 30 724 ACTUAL CLOTHING FOR CLIENTS IN SUPPORTED LIVING NON-CASH ASSISTANCE 30 175 ACTUAL TRANSPORTATION OF CLIENTS NON-CASH ASSISTANCE 1 293 ACTUAL GRADUATION EXPENSE Pt I Line 2 OTHER ASSISTANCE IS MONITORED THROUGH INVOICES AND EXPENSE REPORTS THAT ARE SUBMITTED BY EMPLOYEES AND COMPANIES THAT PROVIDE SERVICES OR SUPPLIES. EACH INVOICE AND EXPENSE REPORT IS APPROVED BY THE APPROPRIATE SUPERVISOR BEFORE IT IS PAID. Pt III, col (b) AN ACTUAL COUNT OF RECIPIENTS IS DONE FOR EACH TYPE OF ASSISTANCE. false true false false false false false false false Adam Jacobs 0 533422 0 0 0 245860 0 174780 0 5210 0 959272 0 225888 Leigh Hall 0 202842 0 0 0 897 0 87138 0 27453 0 318330 0 0 Jeff Lox 0 217578 0 0 0 1257 0 87109 0 20559 0 326503 0 0 Christopher Clancy 0 225988 0 0 0 897 0 23481 0 30503 0 280869 0 0 Beth Cohen Pollack 0 188971 0 0 0 1677 0 39909 0 29351 0 259908 0 0 Scott Moore 0 226746 0 0 0 459 0 21107 0 0 0 248312 0 0 Diana Harrison 0 160572 0 0 0 122 0 6748 0 27453 0 194895 0 0 Carl Brass 0 111467 0 5415 0 206 0 14685 0 30382 0 162155 0 0 Pt I Line 4b Adam Jacobs accrued deferred compensation of $56,406 for Supplemental Non-Qualified 457 Plans. Pt I Line 3 The Chair, Chief Financial Officer/Treasurer, Executive Director of Bellefaire JCB, Chief Information Officer, Director of Human Resources, Director of Risk Management, and the Director of Organizational Advancement of Monarch Lifeworks are paid through Wingspan Care Group, the parent company. The Chair's compensation is established and approved by the Board of Wingspan Care Group as part of the overall budget approval process, with the proportional share charged to Monarch Lifeworks. Pt VI, Line 2 As defined by IRS regulations, the President has a business relationship with the CFO and Executive Director because the President is a director at Wingspan Care Group and employs the CFO and Executive Director of Monarch Lifeworks. Pt VI, Line 11b The preliminary Form 990 is reviewed by the CFO of Wingspan Care Group (a related organization) and RSM US LLP. It is then reviewed by the President and the Finance Committee of its sole member prior to filing with the IRS. A copy is also made available to the Monarch Lifeworks Board prior to being filed with the IRS. Pt VI, Line 12c Monarch Lifeworks has adopted the conflict of interest policy of its sole member that on an annual basis requires each board member complete a conflict of interest disclosure statement. This statement is distributed and collected by the Chair of the Risk Management Committee of Wingspan Care Group, a related organization, and is maintained in that office. Each disclosure statement that contains a "yes" answer to any one or more questions is given to the Executive Director of Monarch Lifeworks and the Board Chairman of Monarch Lifeworks who bring the matter, if material, to the Monarch Lifeworks Board of Directors. The Monarch Lifeworks Board of Directors determines if a conflict exists and if it is material. Pt VI, Line 19 The governing documents and conflict of interest policy are made available to the public at the office of Monarch Lifeworks, 22001 Fairmount Blvd, Shaker Heights, OH 44118 during normal business hours. The financial statements are available to the public as requested for the same period of time as set forth in IRC Section 6104(d). Pt VI, Line 6 Monarch Lifeworks has another related 501(c)(3) organization as its sole member. Pt VI, Line 7a The sole member of Monarch Lifeworks has the power to elect members to the governing body. Pt VI, Line 7b The sole member of Monarch Lifeworks has the power to approve all decisions made by the governing body. Pt XI Pension Liability Adjustment of $2,407. Pt VI, Line 8b The organization does not have any committees. Applewood Centers 22001 Fairmount Blvd Shaker Heights OH 44118 340714571 Social Services OH 501(C)(3) Line 7 Wingspan Care Group false Wingspan Care Group 22001 Fairmount Blvd Shaker Heights OH 44118 562327939 Management Services OH 501(c)(3) Line 12A,III NA false Bluestone Child & Adolescent Psychiatric Hospital 22001 Fairmount Blvd Shaker Heights OH 44118 834569993 Mental Health Services OH 501(c)(3) Line 3 Bellefaire Jewish Children's Bureau true Bellefaire Jewish Children's Bureau 22001 Fairmount Blvd Shaker Heights OH 44118 340714630 Social Services OH 501(c)(3) Line 7 Wingspan Care Group false Kids Connections 22001 Fairmount Blvd Shaker Heights OH 44118 320539782 Advocacy Services OH 501(c)(4) N/A Wingspan Care Group false false false false false false false false false false false true false true true true false false false false