Nonprofit · EIN 76-0534389
THE MONARCH SCHOOL INC
Tax-exempt · HOUSTON, TX 77080
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,910,063 | $7,922,554 | $987,509 | $14,954,300 | $978,341 | $13,975,959 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,037,494
- of which government grants
- $439,654
- Program service revenue
- $6,904,495
- Investment income
- $61,551
- Net income from fundraising events
- -$93,477
- Other revenue
- -$93,477
Expenses
- Grants and similar amounts paid
- $166,867
- Compensation of officers, directors and key employees
- $287,404
- Other salaries and wages
- $4,408,298
- Salaries, compensation and benefits (total)
- $5,678,846
- Professional fundraising fees
- $0
- Legal fees
- $11,112
- Accounting fees
- $43,763
- Occupancy
- $663,402
- Depreciation
- $377,784
- Program services (functional)
- $6,842,313
- Management and general (functional)
- $894,426
- Fundraising (functional)
- $185,815
Balance sheet and other
- Total assets, start of year
- $13,911,221
- Total assets, end of year
- $14,954,300
- Total liabilities, end of year
- $978,341
- Net assets, end of year
- $13,975,959
- Land, buildings and equipment
- $11,554,229
- Net assets without donor restrictions
- $13,859,643
- Net assets with donor restrictions
- $116,316
- Gross receipts
- $9,044,374
- Employees
- 151
- Volunteers
- 25
- Year formed
- 1997
- State of legal domicile
- TX
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 | Other / benefits |
|---|---|---|---|---|
| Patti Pace | Head of School Officer | 40 | $162,743 | $13,824 |
| Ginger Cuellar | CFO Officer | 40 | $96,514 | $14,323 |
| Kris Kindrick | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Glenda W Dole | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Sanjay Lad | Director Trustee or director | 2 | $0 | $0 |
| David G Matthiesen | Director Trustee or director | 2 | $0 | $0 |
| Debi Mishael | Director Trustee or director | 2 | $0 | $0 |
| Brian Moncrief | Director Trustee or director | 2 | $0 | $0 |
| Steven Provenzano | Director Trustee or director | 2 | $0 | $0 |
| Megan Rosenbaum | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2815 ROSEFIELD DR, HOUSTON, TX 77080-2605
- In care of
- % DEBRAH HALL PHD
- Principal officer (990 for 2024)
- Patti Pace, 2815 Rosefield Drive, Houston, TX 77080
- Signed the 990
- Patti Pace, Head of School
- Phone
- (713) 479-0800
- Return prepared by
- Blazek & Vetterling
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 accomplishments
- 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 Transition Services. All programs are supported by therapy services and the diagnostic clinic. In these programs, students are supported from preschool through the young adult stage of life. The educational approach is holistic, being both therapeutic and academic. Enrollment for the 2024-2025 year was 138 students.Expenses $6,407,956 · grants $166,867 · revenue $6,123,209
- 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 2024-2025 school year was 7 students.Expenses $434,357 · revenue $781,286
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
- 76-0534389
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B28P)
- Assets (IRS master file)
- $14,954,300
- Income (IRS master file)
- $9,044,374
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,700,361 | $7,291,654 | $13,960,971 | IRS |
| 990 | June 2022 | $6,352,459 | $5,851,304 | $14,583,890 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THE MONARCH SCHOOL INC
- What is the EIN of THE MONARCH SCHOOL INC?
- The employer identification number (EIN) of THE MONARCH SCHOOL INC is 76-0534389.
- Is THE MONARCH SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE MONARCH SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE MONARCH SCHOOL INC 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 THE MONARCH SCHOOL INC 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 THE MONARCH SCHOOL INC 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 THE MONARCH SCHOOL INC?
- The 990 for the year ended June 30, 2025 names Patti Pace.
- Who are the officers and directors of THE MONARCH SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $162,743 (Patti Pace, Head of School).
- How much revenue does THE MONARCH SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,910,063, expenses of $7,922,554 and total assets of $14,954,300 at year end.
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