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Annual Report/990

Annual reports and financial reports give us the opportunity to report to you — the people who support us and make our work possible — on our recent achievements, our challenges and our priorities.

The report also highlights some of our success stories.

We also take like to recognize those who have supported us in helping us to be successful in serving those in need with their generous donations.

990 FYE 6-30-2017
990 FYE 6-30-16
990 F/Y/E 6-30-15
990 F/Y/E 6-30-14
990 F/Y/E 6-30-13
2010 Annual Report
2007 Annual Report
990 F/Y/E 6-30-12
990 F/Y/E 6-30-11
990 F/Y/E 6-30-10
990 F/Y/E 6-30-09
990 F/Y/E 6-30-08

990 F/Y/E 6-30-07
990 F/Y/E 6-30-06
990 F/Y/E 6-30-05

Professional Connections, Exceptional Solutions

MonarchCare is a unique organization of staff, volunteers and affiliated professional organizations working together. As a team, we work with these organizations to help solve the many and often difficult problems that our clients and others are challenged by on a daily basis. Our affiliation with these organizations helps us not only educate the families and clients we serve, but ourselves as well. They provide an opportunity to gain knowledge of industry changes and to advocate for those we serve on a local, state and national basis. These Professional Connections allow MonarchCare to produce Exceptional Solutions for our clients.

Professional Affiliations

Our staff gives back to our community through our membership in several organizations and often sits on their Boards as a key contributor. We believe that it is through these partnerships that we create an opportunity for MonarchCare to be a leader in our community while serving the needs of our clients and others. We encourage you to visit their websites. Learn about the services they provide and read the information they offer to further your understanding of these social services and community resources.


Community Partners

MonarchCare often partners with outside organizations in order to widen our outreach into the public sector and strengthen the services available to community. Sometimes this is done through our Professional Affiliations as committee chairs or board members, other times in a less formal structure, such as community trainings and events.

However, we also have opportunities to partner in a much more long-term and structured manner. The first opportunity we had for one of these community partnerships was in the Building Generations program in Coral Springs, funded by the United Way of Broward. MonarchCare was one of several community partners, offering benefit application and financial literacy services to community residents. During the first two years, 180 individuals participated, with 71% completed MonarchCare’s Fiscal Literacy and Independence Project. Of those 128 people, 88% improved their knowledge of food/meal budgeting and 77% increased their financial literacy understanding.

Since the Building Generations program ended, MonarchCare and other Broward cities have partnered to replicate this effective project. The City of Lauderdale Lakes brought our services to their employees in 2011, using a generous grant for the BankAtlantic Foundation. MonarchCare and the City of Tamarac partnered to provide Tamarac residents with a wide variety of Financial and Entitlements Services from 2010 through 2015.

Other forms of partnerships occur with generous grants from foundations, government agencies and corporations. These are based on specifically-designed proposals, often using one of our core programs, but sometimes a completely new project. An example of this type of alliance is our Friendly Visitor Project, a small but key component of our Care Management program (click here to learn more). The project was funded initially and then again for follow-up outreach by the Erwin M. Vasquez, M.D. and Elaine Vasquez Family Foundation Fund of the Community Foundation of Broward. It is through these partnerships that MonarchCare has been able to reach thousands of vulnerable individuals, regardless of his or her ability to pay for the services, in South Florida.

Community Resources

MonarchCare in many respects functions as a “clearing house,” working and cooperating with other organizations with similar objectives and complementary strategies for obtaining the desired results for our mutual clients. Without that interaction, it would not be possible to achieve the successful outcomes that we have accomplished over the years. We refer out to many professionals based on the needs of our clients, while many professionals who understand how we can help their clients, friends or family members refer those individuals to MonarchCare. We have established a mutual trust with these partners and appreciate not only what they contribute to us at MonarchCare but also to the services they provide the community.


Bonnie Mackey
Bonnie is a Certified Public Accountant who is a partner in Levin, Silvey, Zelko & Mackey, PA and a resident of South Florida since 1965. Bonnie graduated from the University of South Florida in 1992, acquired her CPA in 1995, her Certified Specialist in Estate Planning in 2000, an MBA in 2010 from Devry University, and her Accredited Estate Planner® designation in 2011. Her experience includes financial statements, tax preparation, and guardianship accounting.

Bonnie instructs for the Becker CPA Review course, is a Florida Institute of Certified Public Accountants (FICPA) Ethics course facilitator, a speaker for Intuit, a guardianship expert witness, previous mentor for Take Stock in Children and WorkForce 2020 programs, and is a third degree black belt in Tae Kwon Do.

Her current and past positions include: National Director-Publications & East, American Woman's Society of CPAs; Treasurer, Broward County Guardianship Association (BCGA); Vice-President/Treasurer & Trust Advisory Committee, CareSource, Inc.; and Past President/Board member: Florida Institute of CPAs (FICPA) Gold Coast Chapter; American Woman's Society of CPAs (AWSCPA) South Florida Affiliate and North Dade South Broward Estate Planning Council (NDSBEPC). She is also a member of both the Hollywood and Fort Lauderdale Chambers of Commerce and the American and Florida Institutes of CPAs.
She is also a member of both the Hollywood and Fort Lauderdale Chambers of Commerce and the American and Florida Institutes of CPAs

David Shulman
David Shulman is the managing partner of Ginsberg Shulman, PL, a boutique estate planning, probate, and elder law firm. He is board certified by the Florida Bar in Wills, Trusts and Estates. David graduated from Brandeis University and George Washington University Law School, both with honors, and has a LL.M (Masters in Law) in Estate Planning from the University of Miami Law School. Before starting his own firm, David worked both for a large local law firm, and the Department of Treasury in Washington, DC.

David first learned about the needs of the aging community from his father, who has been a cardiologist in Plantation for over 40 years. In addition to MonarchCare, David is also involved with the Jewish Federation of Broward County and the Southeastern chapter of American Friends of Hebrew University.


MonarchCare‘s most important asset is its people! Our staff are all carefully selected and screened to assure that they have the attitude and commitment necessary to carry out the important and often challenging assignment of helping our clients. Employees are closely supervised to assure that our high standards of quality, professionalism and compassionate care are delivered always and in all ways! We never compromise on safety or quality of care. All our staff members are bonded and insured, and then complete an extensive 4 – 8 week training process.

Knyvett Lee
A strong advocate for the elderly, Knyvett Lee has been working in the healthcare field since 1978. She formed MonarchCare in 1992 and has worked diligently to improve the quality of care for all needy individuals on both local and statewide levels. Affirming her strong belief in education, she worked with the 17th Judicial Circuit to require all Broward County professional guardians to take a 40-hour certificate course several years before the requirement was mandated on a statewide basis.

Knyvett served on Governor Bush’s Guardianship Task Force, assisted the National Guardianship Foundation in the creation of the Florida Guardian Competency exam, and most recently sat on the Examining Committee Curriculum Workgroup, designing the state-mandated training curriculum for all Examining Committee Members.
She is or has been affiliated with a number of local, state and national organizations, several of which are dedicated to advancing best practices in care management and guardianship. They are:
  • National Guardianship Association (Member)
  • Florida State Guardianship Association (Past President)
  • Palm Beach Guardianship Association (Past President)
  • Broward County Guardianship Association (Founding Member & Past President)
  • Broward Coalition on Aging (Member, Board of Directors)
  • American Association of Daily Money Managers (Member)
  • Florida Guardianship Foundation (President – no longer in existence)
Knyvett is a respected resource regarding advocacy for the frail and disabled among the judiciary, hospitals, financial institutions and local government agencies.

Scott Medoff, Associate Director

Scott joined MonarchCare in March 2014 as a Care Manager and is currently MonarchCare’s Associate Director working directly with Knyvett Lee, our Executive Director, conducting client assessments and overseeing our care management and financial departments. He graduated from Rutgers University with a Bachelors of Arts in History/Political Science and has spent many successful years in corporate operations management before deciding to move into the care management field in 2007.

Scott has vast experience working with individuals with Alzheimer’s and other Dementia-related disorders. Scott has also been a caregiver to several family members over the years giving him a unique understanding and compassion for the role of an advocate for those in need. “It is extremely rewarding working with the wonderful staff at MonarchCare knowing that I am part of a team that strives everyday to make a difference in the quality of life for our clients.”

Melissa Ginn

Melissa has been with MonarchCare since October 2012 and comes to us with a strong background in accounts receivable and payable, customer service management and the development and implementation of procedure and management protocols. She demonstrates a high level of detail orientation and has recently been promoted to Director of Operations where she will be responsible for overall office functionality. She also assists the finance department with various tasks and projects. Melissa has a B.A. in Elementary Education/Exceptional Child. “What I like about working at MonarchCare is the ability to use my organizational and problem solving skills to assist the staff in the field get things done. Whatever I can do to make their jobs easier, makes a positive difference for our clients.”

Terry Goodman
Terry has a Bachelor’s Degree in Business Administration and Accounting from Western Connecticut State University. She attended college part-time while raising three children and has worked at MonarchCare since 1999. She has worked in the Financial Department in many capacities over the years. She now serves as Financial Administrator, supporting our Financial Specialists’ work, as well as auditing financial transactions, reconciling bank statements, preparing annual accountings, and overseeing the tax compliance and investment business of our clients. “I learn something new every day, particularly so much about the elderly and people with disabilities. It is a rewarding experience to know that you are helping people have a better quality of life. I love my co-workers, who are like family.”

Monica Moorer

Monica joined MonarchCare in September 2011 as a Financial Specialist. She has worked for a non-profit guardianship agency for more than 9 years starting as an entitlements clerk and after only a year was promoted to a property coordinator. She received extensive training and was responsible for processing medical claims, banking, tax preparation and inventories of clients’ homes. As part of her responsibilities she worked in cooperation with financial and real estate professionals to ensure her clients were financially protected. “MonarchCare is a well established, resourceful agency and it is rewarding for me to be a part of a team of professionals who are dedicated to preventing abuse, neglect, and exploitation of vulnerable individuals in our community.”

Melissa Rapkin
Melissa Rapkin joined MonarchCare in 2018 as the Community and Care Management Specialist. She has a diverse background that includes journalism, real estate, entrepreneurship, and has been in senior care in Broward and Palm Beach Counties since 2009. She serves on the boards of a number of community organizations and is a volunteer for both Alzheimer’s Community Care and the Alzheimer’s Association.

Rapkin earned her BA in Journalism from the University of Wisconsin and has lived in South Florida for over 30 years. Melissa’s duties include community outreach, new client assessments and care management. “I’m excited to use my problem-solving skills to reach my ultimate goal of making a difference and transforming the lives of seniors in our community.”

About Us

MonarchCare is dedicated to serving vulnerable individuals, from ages 1 - 100. Through Care Management, Financial Services and Guardianship, MonarchCare will assure that you, your loved one or your client maintains both physical and emotional well being in order to maximize their independence and safety.

We also offer family members and health care professionals education, community referrals and additional resources to promote quality of life for an often neglected population.

MonarchCare services at-risk individuals across South Florida, regardless of their ability to pay. Some of our clients need immediate and short-term interventions, others a lifetime of continuous care. We do it all and everything in between!


MonarchCare has been providing quality social services in South Florida since 1992. We restructured into a not-for-profit corporation in August 2000. The decision to re-organize into a 501(c)(3) has enabled us to conduct fundraising activities and expand our services while also reducing administrative costs. This change leaves more funds available to help the people who need our assistance.

Prior to starting MonarchCare, Knyvett Lee, Founder and CEO, worked in healthcare and nursing homes. She frequently saw seniors who had no family or family members who did not care. They were alone with no one to provide emotional, social, and financial support. She began MonarchCare with the original vision to provide vulnerable elders with someone they could rely on, trust to protect them and look out for their interests.

MonarchCare is recognized as a leader in services for South Florida's vulnerable citizens. Over the years, MonarchCare has rescued susceptible individuals from financial exploitation, restored institutionalized persons to independent lifestyles and reconnected isolated persons with long lost family and friends.