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Nonprofiteer
← MONARCH LIFEWORKS

Form 990 for tax year 2022

Filed by MONARCH LIFEWORKS.

Totals

Total revenue
$7,501,986
Total expenses
$7,237,869
Contributions and grants received
$229,164
Grants paid
$165,130
Program services expenses (Part IX)
$7,073,619
Management and general expenses
$164,250
Fundraising expenses
$0
Program service expenses (Part III)
$7,073,619

Program services were 97.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Adam Jacobs

    Chair

    Total calculated
    $959,272
    From this org
    $0
    From related orgs
    $779,282
    Other
    $179,990
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $533,422 related
    Bonus
    $0
    Other
    $0 + $245,860 related
    Deferred
    $0 + $174,780 related
    Nontaxable benefits
    $0 + $5,210 related
    Filer's total
    $0 + $959,272 related

  • Leigh Hall

    Director of Risk Management

    Total calculated
    $318,330
    From this org
    $0
    From related orgs
    $203,739
    Other
    $114,591
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $202,842 related
    Bonus
    $0
    Other
    $0 + $897 related
    Deferred
    $0 + $87,138 related
    Nontaxable benefits
    $0 + $27,453 related
    Filer's total
    $0 + $318,330 related

  • Jeff Lox

    Executive Director - Bellefaire

    Total calculated
    $326,503
    From this org
    $0
    From related orgs
    $218,835
    Other
    $107,668
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $217,578 related
    Bonus
    $0
    Other
    $0 + $1,257 related
    Deferred
    $0 + $87,109 related
    Nontaxable benefits
    $0 + $20,559 related
    Filer's total
    $0 + $326,503 related

  • Christopher Clancy

    Chief Information Officer

    Total calculated
    $280,869
    From this org
    $0
    From related orgs
    $226,885
    Other
    $53,984
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $225,988 related
    Bonus
    $0
    Other
    $0 + $897 related
    Deferred
    $0 + $23,481 related
    Nontaxable benefits
    $0 + $30,503 related
    Filer's total
    $0 + $280,869 related

  • Beth Cohen Pollack

    Director of Organizational Advancement

    Total calculated
    $259,908
    From this org
    $0
    From related orgs
    $190,648
    Other
    $69,260
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $188,971 related
    Bonus
    $0
    Other
    $0 + $1,677 related
    Deferred
    $0 + $39,909 related
    Nontaxable benefits
    $0 + $29,351 related
    Filer's total
    $0 + $259,908 related

  • Scott Moore

    Chief Financial Officer/Treasurer

    Total calculated
    $248,312
    From this org
    $0
    From related orgs
    $227,205
    Other
    $21,107
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $226,746 related
    Bonus
    $0
    Other
    $0 + $459 related
    Deferred
    $0 + $21,107 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $248,312 related

  • Diana Harrison

    Director of Human Resources

    Total calculated
    $194,895
    From this org
    $0
    From related orgs
    $160,694
    Other
    $34,201
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $160,572 related
    Bonus
    $0
    Other
    $0 + $122 related
    Deferred
    $0 + $6,748 related
    Nontaxable benefits
    $0 + $27,453 related
    Filer's total
    $0 + $194,895 related

  • Carl Brass

    Executive Director

    Total calculated
    $162,155
    From this org
    $0
    From related orgs
    $117,088
    Other
    $45,067
    Hours/week
    34

    Schedule J breakdown matched by us

    Base
    $0 + $111,467 related
    Bonus
    $0 + $5,415 related
    Other
    $0 + $206 related
    Deferred
    $0 + $14,685 related
    Nontaxable benefits
    $0 + $30,382 related
    Filer's total
    $0 + $162,155 related

  • Sheree Collins

    Secretary

    Total calculated
    $90,705
    From this org
    $0
    From related orgs
    $76,893
    Other
    $13,812
    Hours/week
    1

  • Susan Ratner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brad Sanders

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Miller

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Silverman

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202421289349301922

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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