Civic Intelligence

Mon Elder Services Inc.

990 • Fiscal year 2016 • EIN 31-1520863

Jul 01, 2015 to Jun 30, 2016 • Filed on May 05, 2017

Organization ProfileN/A
1200 Jd Anderson DriveMorgantown, WV 26505

(304) 598-1242

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.84x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

4.54x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

31st percentile

-1.3%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

$29,602,598

No earlier filing loaded for comparison.

Net Assets

$4,783,078

No earlier filing loaded for comparison.

Liabilities

$24,819,520

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin31st percentile

Revenue

$5,466,087

No earlier filing loaded for comparison.

Expenses

$5,534,446

No earlier filing loaded for comparison.

Net Income

-$68,359

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$29,602,598
Liabilities$24,819,520
Net Assets$4,783,078
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$5,466,087
Expenses$5,534,446
Net Income-$68,359
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 5, 2017
Return Version
2015v3.0
Gross Receipts
$5,476,033
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$14,279,711$14,441,166▲ $161,455
Land, Buildings, and Equipment, Net$11,704,193$11,989,978▲ $285,785
Savings and Temporary Cash Investments$2,699,133$2,764,262▲ $65,129
Cash and Non-Interest-Bearing Accounts$310,387$318,791▲ $8,404
Prepaid Expenses and Deferred Charges$32,241$43,665▲ $11,424
Inventories for Sale or Use$15,930$16,975▲ $1,045
Accounts Receivable$20,010$10,082▼ $9,928
Total Assets$29,082,718$29,602,598▲ $519,880
Other Assets Total$21,113$17,679▼ $3,434
Liabilities
Other Liabilities$12,915,739$12,955,668▲ $39,929
Tax Exempt Bond Liabilities$10,734,730$10,255,074▼ $479,656
Deferred Revenue$0$809,335▲ $809,335
Accounts Payable and Accrued Expenses$785,891$799,443▲ $13,552
Total Liabilities$24,436,360$24,819,520▲ $383,160
Net Assets / Fund Balance
Unrestricted Net Assets$4,645,218$4,781,855▲ $136,637
Temporarily Rstr Net Assets$1,140$1,223▲ $83
Total Net Assets Fund Balance$4,646,358$4,783,078▲ $136,720
Total Liabilities and Net Assets / Fund Balance$29,082,718$29,602,598▲ $519,880

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,642,995$7,016,904$13,659,899
Land$3,756,025-$3,756,025
Other Land Buildings$1,061,579$1,123,350$2,184,929
Equipment$529,379$891,036$1,420,415
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mike DeprosperoChair
Darryl DuncanPresident/CEO
Ron StovashVice Chair
Bobbie ConklinDirector
Ed BoyleDirector
Glenn AdrianDirector
Kathy McneillDirector
Pat Esposito PhdDirector
Rodney BeanDirector
Roger MethenyDirector
Susan Capelle MdDirector
Zack George PhdDirector
Terry ShafferSecretary
Daris RosencranceVP Finance/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Veritas Contracting LLCGeneral Contracting1233 PINEVIEW DR, Morgantown, WV 26505$621,182
Franklin InteriorsInterior DesignPO BOX 536010, Pittsburgh, PA 15253$165,331
Love And Company INCAdvertising1209 N EAST ST, Frederick, MD 21701$125,053
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,449,966
Investment Income
$16,121
Other Revenue
$0
Change in Net Assets
$-68,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,801,447
Salaries, Compensation, and Employee Benefits$2,732,999
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,547,075$489,143-$2,036,218
Depreciation Depletion$671,525--$671,525
Interest-$662,939-$662,939
Other Employee Benefits$385,889$122,008-$507,897
Fees for Services Other$300,535$32,426-$332,961
Occupancy$215,056$26,829-$241,885
Advertising-$184,540-$184,540
Payroll Taxes$109,626$34,661-$144,287
Fees for Service Investment Mgmnt Fees-$64,697-$64,697
Fees for Services Management-$54,500-$54,500
Office Expenses$8,625$36,233-$44,858
Pension Plan Contributions$33,884$10,713-$44,597
Insurance$36,428--$36,428
All Other Expenses$16,700$17,963-$34,663
Other Expenses$6,207$6,350-$12,557
Travel$9,416$551-$9,967
Fees for Services Legal-$7,277-$7,277
Total Functional Expenses$3,776,925$1,757,521$0$5,534,446
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$12,764,212
Estimated Liability Obligations$85,956
Security Deposits$81,600
Due to Affiliates$23,900

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMonongalia County Building Commission2011-04-20$12,454,808To refinance original construction issuance

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,454,808-$2,199,734$249,096

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
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
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 B, Line 11

“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 18

“The organization makes it form 990 available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents and the conflict of interest policy is 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

Signing Officer

Name
Officer
Title
President/CEO
Phone
3045981242
Signed
2017-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darryl Duncan
Formed
1997
Legal Domicile
Wv
Voting Board Members
14
Independent Board Members
13
Employees
67
Volunteers
13

Preparer

Firm
Arnett Carbis Toothman Llp
Address
5700 CORPORATE DRIVE STE 650, PITTSBURGH, PA 15237
Preparer
Jeffrey J Petrell CPA
Phone
4126356270
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in assets held 83.”

Financial Statement Notes

PART X, LINE 2:

“The health system follows the fasb's authoritative guidance on accounting for uncertainty in income taxes. The guidance clarifies the accounting for the recognition and measurement of the benefits of individual tax positions in the consolidated financial statements. Tax positions must meet a recognition threshold of more-likely-than-not in order for the benefit of those tax positions to be recognized in the consolidated financial statements. The health system has determined that no material unrecognized tax benefits or obligations exist. Generally, tax returns for years ended june 30, 2013, and thereafter remain subject to examination by federal and state tax authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP FINANCE/CFO
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IRS990/InterestGrp/TotalAmt0662939
IRS990/InventoriesForSaleOrUseGrp/BOYAmt015930
IRS990/InventoriesForSaleOrUseGrp/EOYAmt016975
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014126
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestTaxExemptBondsInd00
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09031290
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt011989978
IRS990/LandBldgEquipCostOrOtherBssAmt021021268
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO BE THE SENIOR LIVING COMMUNITY OF CHOICE IN MONONGALIA COUNTY. THE RESPECT, TRUST, AND FRIENDSHIP OF OUR RESIDENTS WILL BE EARNED EVERY DAY.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt04783078
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IRS990/NetUnrlzdGainsLossesInvstAmt0204996
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt0215056
IRS990/OccupancyGrp/TotalAmt0241885
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036233
IRS990/OfficeExpensesGrp/ProgramServicesAmt08625
IRS990/OfficeExpensesGrp/TotalAmt044858
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt017679
IRS990/OtherChangesInNetAssetsAmt083
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0385889
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0507897
IRS990/OtherExpensesGrp/Desc0DIETARY RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SALES TAX
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16350
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IRS990/OtherExpensesGrp/ProgramServicesAmt154353
IRS990/OtherExpensesGrp/ProgramServicesAmt242615
IRS990/OtherExpensesGrp/ProgramServicesAmt36207
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IRS990/OtherExpensesGrp/TotalAmt161044
IRS990/OtherExpensesGrp/TotalAmt242615
IRS990/OtherExpensesGrp/TotalAmt312557
IRS990/OtherLiabilitiesGrp/BOYAmt012915739
IRS990/OtherLiabilitiesGrp/EOYAmt012955668
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0489143
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01547075
IRS990/OtherSalariesAndWagesGrp/TotalAmt02036218
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034661
IRS990/PayrollTaxesGrp/ProgramServicesAmt0109626
IRS990/PayrollTaxesGrp/TotalAmt0144287
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010713
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt033884
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043665
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0189595
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0656266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05449966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05278515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05223962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05511313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05374869
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026838625
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0146149
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt072634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0231767
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0656266
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IRS990ScheduleA/InvestmentIncomePYPct00.03880
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,602,598
Liabilities
$24,819,520
Net assets
$4,783,078
Revenue
$5,466,087
Expenses
$5,534,446
Net income
-$68,359
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
Peer Organizations

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