Civic Intelligence

Mon Elder Services Inc

EIN 31-1520863 • 501(c)3 • Morgantown, WV

Profile

To be the senior living community of choice in monongalia county. The respect, trust, and friendship of our residents will be earned every day.

1200 Jd Anderson DriveMorgantown, WV 26505

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.55x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

3.42x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$2,058,561

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

55th percentile

7.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

87th percentile

50%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$44,549,489

Up $5,608,910 (+14%) from 2022

Liabilities

Up

$24,283,446

Up $1,146,962 (+5.0%) from 2022

Net Assets

Up

$20,266,043

Up $4,461,948 (+28%) from 2022

Operations
Liabilities / Revenue91st percentileNet Margin63rd percentile

Revenue

Up

$7,092,283

Up $3,932,778 (+124%) from 2022

Expenses

Up

$6,381,195

Up $3,175,837 (+99%) from 2022

Net Income

Up

$711,088

Up $756,941 (+1651%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2016: $29,602,598Liabilities 2016: $24,819,520Net Assets 2016: $4,783,0782016Assets 2017: $30,832,236Liabilities 2017: $24,789,005Net Assets 2017: $6,043,2312017Assets 2018: $31,224,287Liabilities 2018: $24,626,455Net Assets 2018: $6,597,8322018Assets 2019: $32,268,128Liabilities 2019: $24,784,690Net Assets 2019: $7,483,4382019Assets 2020: $32,094,304Liabilities 2020: $24,681,662Net Assets 2020: $7,412,6422020Assets 2021: $35,632,091Liabilities 2021: $23,775,657Net Assets 2021: $11,856,4342021Assets 2022: $38,940,579Liabilities 2022: $23,136,484Net Assets 2022: $15,804,0952022Assets 2024: $44,549,489Liabilities 2024: $24,283,446Net Assets 2024: $20,266,0432024

Highlighted filing

2024

Assets$44,549,489
Liabilities$24,283,446
Net Assets$20,266,043
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2016: $5,466,087Expenses 2016: $5,534,446Net Income 2016: -$68,3592016Revenue 2017: $6,910,319Expenses 2017: $5,750,384Net Income 2017: $1,159,9352017Revenue 2018: $6,062,044Expenses 2018: $6,048,929Net Income 2018: $13,1152018Revenue 2019: $6,096,223Expenses 2019: $6,083,787Net Income 2019: $12,4362019Revenue 2020: $9,076,910Expenses 2020: $6,201,652Net Income 2020: $2,875,2582020Revenue 2021: $7,362,808Expenses 2021: $6,194,367Net Income 2021: $1,168,4412021Revenue 2022: $3,159,505Expenses 2022: $3,205,358Net Income 2022: -$45,8532022Revenue 2024: $7,092,283Expenses 2024: $6,381,195Net Income 2024: $711,0882024

Highlighted filing

2024

Revenue$7,092,283
Expenses$6,381,195
Net Income$711,088
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$44,549,489
Liabilities
$24,283,446
Net assets
$20,266,043
Revenue
$7,092,283
Expenses
$6,381,195
Net income
$711,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.5$24.3$20.3$7.09$6.38$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$23.1$15.8$3.16$3.21$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$23.8$11.9$7.36$6.19$1.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$24.7$7.41$9.08$6.20$2.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.3$24.8$7.48$6.10$6.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$24.6$6.60$6.06$6.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$24.8$6.04$6.91$5.75$1.16
2016Detailed filing. Detailed filing data is available for this year.$29.6$24.8$4.78$5.47$5.53$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$7,156,914
Mission and Program Overview

Mission

To be the senior living community of choice in monongalia county. The respect, trust, and friendship of our residents will be earned every day.

To be the senior living community of choice in monongalia county. The respect, trust and friendship of our residents will be earned every day.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,611,797$22,782,402▲ $2,170,605
Land, Buildings, and Equipment, Net$19,274,455$18,537,054▼ $737,401
Savings and Temporary Cash Investments$259,733$2,097,092▲ $1,837,359
Accounts Receivable$61,038$56,709▼ $4,329
Cash and Non-Interest-Bearing Accounts$216,113$621▼ $215,492
Total Assets$40,597,230$44,549,489▲ $3,952,259
Other Assets Total$174,094$1,075,611▲ $901,517
Liabilities
Other Liabilities$12,398,830$14,467,463▲ $2,068,633
Tax Exempt Bond Liabilities$7,885,212$7,460,087▼ $425,125
Deferred Revenue$1,747,038$1,866,599▲ $119,561
Accounts Payable and Accrued Expenses$521,903$489,297▼ $32,606
Total Liabilities$22,552,983$24,283,446▲ $1,730,463
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,044,247$20,266,043▲ $2,221,796
Total Net Assets Fund Balance$18,044,247$20,266,043▲ $2,221,796
Total Liabilities and Net Assets / Fund Balance$40,597,230$44,549,489▲ $3,952,259

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,200,285$1,269,204$18,469,489
Equipment$1,273,933$548,417$1,822,350
Other Land Buildings$62,836$4,053$66,889
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanette LancasterExecutive DirectorFT$36,902$9,987$46,889

Board Members and Trustees

NameTitle
Ed BoyleChairman
Kathy McneillVice Chair
Gregory CunninghamDirector
Hugh HitchcockDirector
John KablerDirector
Mike MorrisDirector
Natalie StoneDirector
Ray ThompsonDirector
Rodney BeanDirector
Ronald G StovashDirector
Susan Capelle MdDirector
William HartmanDirector
David GoldbergDirector & Mhs CEO
David L RamseyDirector & Vandalia CEO
Mark Johnson MdDirector (end 05/24)
John Law CPASecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Morrison HealthcareHealthcare ServicesPO BOX 102289, Atlanta, GA 30368$153,124
Michael J Callen Construction LLCConstruction Services182 GREENVILLE SCHOOL ROAD, Bruceton Mills, WV 26525$115,792
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,368,394
Investment Income
$683,993
Other Revenue
$39,896
Change in Net Assets
$711,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,277,580
Other Expenses$3,103,615
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,112,713$674,930-$2,787,643
Fees for Services Other$775,365$191,341-$966,706
Depreciation Depletion$704,755$176,189-$880,944
Occupancy$257,232$91,670-$348,902
Other Employee Benefits$216,620$69,202-$285,822
Payroll Taxes$163,292$40,823-$204,115
Interest-$146,705-$146,705
Insurance$76,058--$76,058
Fees for Service Investment Mgmnt Fees-$56,834-$56,834
Office Expenses$35,624$8,906-$44,530
All Other Expenses$31,664$11,191-$42,855
Other Expenses$31,811$7,000-$38,811
Advertising$33,336--$33,336
Travel$5,072--$5,072
Conferences and Meetings$90--$90
Total Functional Expenses$4,535,553$1,845,642$0$6,381,195
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Fees$12,336,308
Due to Affiliates$2,131,155

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMonongalia County Building Commission2021-06-30$8,735,603To refund bonds issued 4/20/11

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,735,603$8,647,594$1,263,355$88,009

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“David goldberg and john law have a business relationship.”

Form 990, Part VI, Section B, Line 11B

“The governing body is provided a copy, prior to submission, for their review and to answer questions or revise. If changes are made, based on member's revisions, management redistributes a final version.”

Form 990, Part VI, Section B, Line 12C

“Annually, a conflict of interest questionnaire is sent out to all board members. The board then reviews all responses for possible conflicts of interest. The board then determines what types of decisions that member is prohibited from participating.”

Form 990, Part VI, Section B, Line 15

“The ceo's compensation is paid by monongalia health system. Annually, a consultant compiles a market data report on ceo compensation, this report is then reviewed by the executive committee to determine compensation for the individual. Annually, a consultant compiles a market data report on cfo and coo compensation, this report is then reviewed by the executive committee to determine compensation for the individual.”

Form 990, Part VI, Section C, Line 19

“Governing documents and the conflict of interest policy are available upon request. Financial statements are made available through public disclosure with the wv health care authority.”

Filing and Contact Details

Filer

Filer Name
Mon Elder Services Inc
EIN
31-1520863
Phone
3045981242
Address
1200 JD ANDERSON DRIVE, MORGANTOWN, WV 26505
Doing Business As
The Village at Heritage Point

Signing Officer

Name
Jeff Sandene
Title
Executive VP and CFO
Phone
3045981242
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David S Goldberg
Formed
1997
Legal Domicile
Wv
Voting Board Members
15
Independent Board Members
12
Employees
65
Volunteers
12

Preparer

Firm
Deloitte Tax Llp
Address
111 MONUMENT CIRCLE SUITE 4200, INDIANAPOLIS, IN 46204
Preparer
Angela M Moore
Phone
3174648600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Purchased services: program service expenses 775,365. Management and general expenses 191,341. Fundraising expenses 0. Total expenses 966,706.”

Financial Statement Notes

PART X, LINE 2:

“The irs has determined that the system entities are exempt from income taxes under section 501(c)(3) of the code and applicable state statutes, except for mhc, fhe, cmc, and hfi, which are corporations subject to income tax. The system does not have any material uncertain tax positions as of december 31, 2024.”

Raw XML AppendixShowing 400 of 1,065 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm8MARK JOHNSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm9MIKE MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm10NATALIE STONE
IRS990/Form990PartVIISectionAGrp/PersonNm11RAY THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm12RODNEY BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm13RONALD G STOVASH
IRS990/Form990PartVIISectionAGrp/PersonNm14SUSAN CAPELLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm15WILLIAM HARTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm16JEANETTE LANCASTER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1996584
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1695547
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR & VANDALIA CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR & MHS CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR (END 05/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06381540

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