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MonarchCare, Inc.


About Us

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 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 have partnered to provide Tamarac residents with a wide variety of Financial & Entitlements Services since 2010.

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

Ric Testani
Ric has been in the personal service business for more than 30 years. He worked in the Hollywood/Fort Lauderdale area serving as President of The Estates of Fort Lauderdale Community Club and Social Director for a 700 family Country Club where he perfected his culinary and event planning skills for events ranging from small intimate groups to as many as 600 people.

He also served 8 years with the Broward County Regional Health Services Planning Council as the Community Outreach Specialist, planning public community events and collecting evaluation data for the Ryan White Title I and Title II grants. Ric was the co-creator of the grievance processes and procedures used in all health care facilities.

Ric then moved to Jackson, Tennessee and had the opportunity to restore and preserve one of Jackson’s oldest historical places for everyone in the area to enjoy for years to come. He has since relocated back to Broward County and is the Garnishee Chef and Event Coordinator with one of South Florida’s finest corporate caterers, Exquisite Catering by Robert. Ric believes in giving back to his community and being that special angel to those in need.

Florence Kalma
Florence Kalma was born in New York, grew up in Chicago and settled as a young adult in the Fort Lauderdale area. She attended Broward College and graduated from their nursing program in 1981. She has been employed by Plantation General Hospital since her graduation. Florence has worn many hats for Plantation General Hospital (PGH) over the past 32 years. She has worked as a staff nurse in many departments as well as administrative supervisor and program coordinator of bariatric and minimally invasive surgery.

Her long-term commitment to PGH led the organization to sponsor Florence to continue her education. She went on first to achieve a Bachelor of Science in Nursing and then Master of Science in Nursing. She has mentored many of her coworkers over the years and most recently mentored a young nurse through her Master of Science in Nursing. Florence loves educating young nurses to help prepare them to take over for the aging nurse population. She has also been employed by Nova Southeastern University as an adjunct nursing professor.

Kirphton Fray
Kirphton Fray, a partner in Dr. Buggs Exterminators, is a graduate Entomologist, having earned a Bachelor's degree in Entomology from the University of Florida and a Master's Degree in Entomology from Florida A&M University. Kirphton has been a working in pest control since 2001. He is a Certified Pest Control Operator who practices structural pest control (general household pests, termites and other wood destroying organisms). Kirphton is an active member of Phi Beta Sigma Fraternity Inc. and the University of Florida Alumni Association.

Michael Brodie
Michael is the owner of Michael Brodie Senior Placement, Inc., providing information and guidance to seniors seeking residency in Independent, Assisted Living and Memory Care Communities.

Michael started as a volunteer in a Nursing Home over 35 years ago and immediately knew he had found his lifetime work. Graduating with an MBA from the Wharton School’s Health Care Administration Program, focusing on Gerontology, he has worked ever since with the senior residential population, managing Nursing Homes, Assisted Living, Memory Care Communities, Day Care programs, Independent Living, Continuing Care Retirement Communities and HUD Buildings.

Michael has been actively involved with the Association of Jewish Aging Services, the Alzheimer’s Association, Leadership Broward, Tamarac Jewish Center and the Broward Coalition on Aging. He is the former President of Elder Service Resource Network and has served as the Board Chair for Jewish Family Services of Broward County.

Michael speaks on various subjects in Senior Centers, Retirement Communities and Professional Organizations. Subjects include Humor for Managers, Laughter for Graceful Aging, Dealing with Elder Parents, 10 Things you Wanted to Know about Nursing Homes but were Afraid to Ask, Evaluating Assisted Living Communities with your 6 Senses, as well as International Politics, Modern and Ancient History.

He lives in Coral Springs for the past 24 years with his wife, Abby, Assistant Dean at Nova Southeastern University Dental School, their two children, Rebecca and Alon, now grown young adults who are both high school teachers, and two beloved dogs who also teach about unconditional love.

Dan McCurdy
Dan was born in Tampa, FL in 1962 and has lived in South Florida since 1984, after graduating from the University of Florida with a BSBA in Computer Science. Dan, formerly the in-house IT Manager for 23 years at Dynacolor Graphics, Inc. located in Miami, Florida, now has over 30 years of dedicated service to South Florida Businesses. In 2009, he began expanding his own company of 15 years, formerly known as TTC Online and established in 1996, and now offers sales and service to small businesses in the South Florida area. TTC Computers, Inc. provides to a client base which includes legal, medical, insurance, and real estate markets among many others. Dan is also available for in-home personal computer services. Dan is grateful for the opportunity to serve on the Board of MonarchCare.


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.

Dolores Smerkers
Dolores has worked for MonarchCare since 1995, starting as a part-time bookkeeper. She is now the Chief Financial Officer, coordinating all of the financial and administrative functions associated with running a non-profit organization. She supervises the Administrative Department, which includes our paralegal and clerical staff. Dolores has over 35 years bookkeeping and management experience, and has successfully completed numerous training opportunities over the years related to accounting, non-profit management, guardianship and human resources. She has volunteered at numerous organizations such as the Girl Scouts of Broward County, St. David's Catholic Church, Nova High School Choral Parents Association and Women in Healthcare, and is the immediate past president of the Broward County Guardianship Association.

Dolores is a member in good standing of the American Association of Daily Money Managers, is a Nationally Certified Guardian and has been a Notary Public since 1981.
“I work at CS because it is rewarding to see the impact we can make in a person's quality of life”.

Stella Gerbasi
Stella Gerbasi has been with MonarchCare since 2003 serving as a Care Manager and Senior Care Manager before becoming Director of Care Management in 2009. She supervises our Care Managers and associate staff of the department. Stella has a Medical Assistant’s Degree, and prior to coming to MonarchCare spent 12 years in the medical field as a Certified Medical Assistant, X-ray technician, Lab Manager and Office Manager in a medical office. She is now enrolled in a BSN program to obtain her nursing license and enhance her technical expertise.

“In my experience the greatest aspect of my job here at MonarchCare is having the opportunity to act as a bridge for our clients so they are able to tap in to the resources that are available to them or facilitate continuity of medical care, coordinate a homecoming and even arranging a family reunion. MonarchCare represents the one constant voice for our clients that they may not otherwise be able to express...a smile on our clients’ faces and assisting them with providing a sense of independence is all the reward I need.”

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.”

Stefanie Smerkers

Stefanie joined MonarchCare in February of this year.

She started her work career at Target as a cashier, and moved on to an administrative assistant role at an environmental company. She then moved out of the area and worked in retail sales at a major retailer. After moving back to Fort Lauderdale, Stefanie landed a job as a bartender at a local lounge.

When asked to volunteer at MonarchCare to assist with auditing files, Stefanie jumped right in. As someone who has always wanted to make a difference in the community but didn’t have the means to do so, she has found a home here with MonarchCare.

“Having experience in just about every line of work, I’m grateful to have this opportunity to actually work towards something good. MonarchCare is one of the hardest working companies I’ve ever had the pleasure of working with.”

Brillytza Garcia

Brillytza joined MonarchCare in September 2011 as a Care Manager. She received her Bachelor’s Degree from Florida International University in Criminal Justice with a minor in Psychology and completed the Professional Guardianship course at Miami Dade College. Brillytza worked for the Guardianship Program of Dade County where she was a case manager representing adults who were adjudicated incapacitated. She managed a case load of up to 100 clients and was responsible for regular visitations, attendance to probate, criminal and state hospital court hearings, and financial oversight. She established and maintained relationships with client’s support systems including family, friends and professionals. She has been an active volunteer working with children and the elderly. “What is unique about MonarchCare is the type of quality care that we strive for and how that care is tailored to fit the specific needs of our vulnerable clients.”

Scott Medoff, CMC

Scott joined MonarchCare in March 2014 as a Care Manager. He graduated from Rutgers University with a Bachelors of Arts in History/Political Science and has spent many successful years in corporate management before deciding to become a Care Manager in 2007.

Scott is a Certified Care Manager with the National Academy of Certified Care Managers and is a member of the National Association of Professional Geriatric Care Managers. He 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 advocate and care manager. “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.”

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.