Nonprofit · EIN 46-1509517
MONARCH LIFEWORKS
Tax-exempt · SHAKER HEIGHTS, OH 44118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,993,475 | $10,513,900 | $479,575 | $3,925,806 | $1,035,436 | $2,890,370 |
| June 30, 2024 | 990 | $9,218,240 | $8,656,299 | $561,941 | $3,499,661 | $1,064,235 | $2,435,426 |
| June 30, 2023 | 990 | $7,501,986 | $7,237,869 | $264,117 | $2,583,477 | $814,394 | $1,769,083 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $414,894
- of which government grants
- $391,187
- Program service revenue
- $10,545,129
- Investment income
- $22,927
- Other revenue
- $10,525
Expenses
- Grants and similar amounts paid
- $239,249
- Other salaries and wages
- $5,568,693
- Salaries, compensation and benefits (total)
- $6,876,690
- Professional fundraising fees
- $0
- Legal fees
- $7,234
- Accounting fees
- $41,670
- Occupancy
- $893,429
- Travel
- $162,372
- Depreciation
- $129,252
- Program services (functional)
- $10,330,006
- Management and general (functional)
- $183,894
Balance sheet and other
- Total assets, start of year
- $3,499,661
- Total assets, end of year
- $3,925,806
- Total liabilities, end of year
- $1,035,436
- Net assets, end of year
- $2,890,370
- Land, buildings and equipment
- $537,690
- Net assets without donor restrictions
- $2,762,860
- Net assets with donor restrictions
- $127,510
- Gross receipts
- $10,993,475
- Employees
- 187
- Volunteers
- 5
- Year formed
- 2012
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Adam Jacobs | Chair (7/1/24 to 1/10/25) Trustee or director, Officer | 2 | $0 | $582,058 | $212,558 |
| Jeff Lox | Chair (1/11/25 to 6/30/25) Trustee or director, Officer | 2 | $0 | $265,188 | $184,297 |
| Leigh Hall | Director of Risk Management and General Counsel Highest-paid employee | 2 | $0 | $220,615 | $138,260 |
| Christopher Clancy | Chief Information Officer Highest-paid employee | 2 | $0 | $245,771 | $88,657 |
| Beth Cohen Pollack | Chief Advancement Officer Highest-paid employee | 2 | $0 | $210,821 | $69,956 |
| Scott Moore | Chief Financial Officer/Treasurer Trustee or director, Officer | 2 | $0 | $251,005 | $26,445 |
| Diana Harrison | Chief Human Resources Officer Highest-paid employee | 2 | $0 | $175,798 | $44,577 |
| Carl Brass | Former Executive Director Former | 0 | $0 | $152,358 | $59,451 |
| Robert Braun | Director of Facilities Highest-paid employee | 2 | $0 | $156,103 | $54,622 |
| Nicole Jaras | Executive Director Officer | 40 | $103,302 | $0 | $29,272 |
| Michele Byrne | Secretary Trustee or director | 2 | $0 | $61,971 | $6,092 |
| Brad Sanders | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stepahnie Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephanie Silverman | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Adam Jacobs | Chair Trustee or director, Officer | 2 | $0 | $572,334 | $138,466 |
| Jeff Lox | Executive Director - Bellefaire Highest-paid employee | 2 | $0 | $233,816 | $203,835 |
| Leigh Hall | Director of Risk Management Highest-paid employee | 2 | $0 | $212,997 | $139,817 |
| Beth Cohen Pollack | Director of Organizational Advancement Highest-paid employee | 2 | $0 | $202,087 | $94,801 |
| Christopher Clancy | Chief Information Officer Highest-paid employee | 2 | $0 | $234,142 | $56,653 |
| Scott Moore | Chief Financial Officer/Treasurer Trustee or director, Officer | 2 | $0 | $238,454 | $22,297 |
| Diana Harrison | Director of Human Resources Highest-paid employee | 2 | $0 | $168,146 | $46,260 |
| Carl Brass | Former Executive Director Former | 0 | $0 | $131,171 | $61,274 |
| Nicole Jaras | Executive Director Officer | 40 | $96,054 | $0 | $21,445 |
| Michele Byrne | Secretary Trustee or director | 2 | $0 | $60,970 | $13,215 |
| Sheree Collins | Former Secretary Former | 0 | $0 | $30,004 | $4,032 |
| Susan Ratner | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brad Sanders | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stepahnie Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephanie Silverman | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Adam Jacobs | Chair Trustee or director, Officer | 1 | $0 | $779,282 | $179,990 |
| Jeff Lox | Executive Director - Bellefaire Highest-paid employee | 1 | $0 | $218,835 | $107,668 |
| Leigh Hall | Director of Risk Management Highest-paid employee | 1 | $0 | $203,739 | $114,591 |
| Christopher Clancy | Chief Information Officer Highest-paid employee | 1 | $0 | $226,885 | $53,984 |
| Beth Cohen Pollack | Director of Organizational Advancement Highest-paid employee | 1 | $0 | $190,648 | $69,260 |
| Scott Moore | Chief Financial Officer/Treasurer Trustee or director, Officer | 1 | $0 | $227,205 | $21,107 |
| Diana Harrison | Director of Human Resources Highest-paid employee | 1 | $0 | $160,694 | $34,201 |
| Carl Brass | Executive Director Officer | 34 | $0 | $117,088 | $45,067 |
| Sheree Collins | Secretary Trustee or director | 1 | $0 | $76,893 | $13,812 |
| Susan Ratner | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brad Sanders | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephanie Miller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephanie Silverman | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ADMINISTRATIVE OFFICES 22001 FAIRMO, SHAKER HEIGHTS, OH 44118-0000
- In care of
- % ADAM JACOBS
- Principal officer (990 for 2024)
- JEFFREY LOX, 22001 Fairmount Blvd, Shaker Heights, OH 44118
- Signed the 990
- JEFFREY LOX, PRESIDENT
- Phone
- (216) 932-2800
- Website
- lifeworksautism.org
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.
Program accomplishments
- 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.Expenses $6,287,979 · grants $211,048 · revenue $6,655,047
- 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 Support 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.Expenses $2,947,627 · grants $28,156 · revenue $3,026,933
- Community Services: Lifeworks 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.Expenses $1,094,400 · grants $45 · revenue $863,149
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-1509517
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $3,925,806
- Income (IRS master file)
- $10,993,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,993,475 | $10,513,900 | $3,925,806 | IRS |
| 990 | June 2024 | $9,218,240 | $8,656,299 | $3,499,661 | IRS |
| 990 | June 2023 | $7,501,986 | $7,237,869 | $2,583,477 | XML |
| 990 | June 2022 | $7,305,123 | $6,551,558 | $2,372,123 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1509517).
Questions about MONARCH LIFEWORKS
- What is the EIN of MONARCH LIFEWORKS?
- The employer identification number (EIN) of MONARCH LIFEWORKS is 46-1509517.
- Is MONARCH LIFEWORKS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to MONARCH LIFEWORKS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONARCH LIFEWORKS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONARCH LIFEWORKS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONARCH LIFEWORKS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONARCH LIFEWORKS?
- The 990 for the year ended June 30, 2025 names JEFFREY LOX.
- Who are the officers and directors of MONARCH LIFEWORKS?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization.
- How much revenue does MONARCH LIFEWORKS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,993,475, expenses of $10,513,900 and total assets of $3,925,806 at year end.
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- FINANCIAL FOUNDATIONS LEGACY EIN 99-3203576 · last filed 990-EZ for 2024
- MAKEADENT ORG EIN 34-1454044 · last filed 990-EZ for 2024
- BAZM-E-ADAB EIN 34-1693663 · last filed 990-N for 2024
- PARENTS EDUCATION NETWORK STUDENTS ACTIVATING RESOURCES EIN 88-0766729 · last filed 990-N for 2024
- URBAN CHRISTIAN WOMAN EIN 84-2460355 · last filed 990-N for 2025