Civic Intelligence

Mon Elder Services Inc.

990 • Fiscal year 2018 • EIN 31-1520863

Jul 01, 2017 to Jun 30, 2018 • Filed on May 02, 2019

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

86th percentile

0.79x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

4.06x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

34th percentile

0.2%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

90th percentile

$757,195

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-12%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$31,224,287

Up $392,051 (+1.3%) from 2017

Net Assets

Up

$6,597,832

Up $554,601 (+9.2%) from 2017

Liabilities

Down

$24,626,455

Down $162,550 (-0.7%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin34th percentile

Revenue

Down

$6,062,044

Down $848,275 (-12%) from 2017

Expenses

Up

$6,048,929

Up $298,545 (+5.2%) from 2017

Net Income

Down

$13,115

Down $1,146,820 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2018

Assets$31,224,287
Liabilities$24,626,455
Net Assets$6,597,832
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

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

2018

Revenue$6,062,044
Expenses$6,048,929
Net Income$13,115
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 2, 2019
Return Version
2017v2.3
Gross Receipts
$6,062,044
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$15,707,561$16,337,793▲ $630,232
Land, Buildings, and Equipment, Net$12,206,275$12,341,720▲ $135,445
Savings and Temporary Cash Investments$2,577,993$1,663,429▼ $914,564
Cash and Non-Interest-Bearing Accounts$176,293$310,026▲ $133,733
Prepaid Expenses and Deferred Charges$72,402$63,404▼ $8,998
Accounts Receivable$10,795$49,945▲ $39,150
Inventories for Sale or Use$19,422$21,093▲ $1,671
Total Assets$30,832,236$31,224,287▲ $392,051
Other Assets Total$61,495$436,877▲ $375,382
Liabilities
Other Liabilities$13,171,209$13,743,165▲ $571,956
Tax Exempt Bond Liabilities$9,760,609$9,256,511▼ $504,098
Accounts Payable and Accrued Expenses$1,090,824$949,861▼ $140,963
Deferred Revenue$766,363$676,918▼ $89,445
Total Liabilities$24,789,005$24,626,455▼ $162,550
Net Assets / Fund Balance
Unrestricted Net Assets$6,042,092$6,596,693▲ $554,601
Temporarily Rstr Net Assets$1,139$1,139→ $0
Total Net Assets Fund Balance$6,043,231$6,597,832▲ $554,601
Total Liabilities and Net Assets / Fund Balance$30,832,236$31,224,287▲ $392,051

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,824,660$7,873,474$13,698,134
Land$3,812,091-$3,812,091
Other Land Buildings$2,052,997$1,638,993$3,691,990
Equipment$651,972$1,094,201$1,746,173
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Daryl DuncanPresident/CEO (until 3/2018)
Ron StovashVice Chair
Bobbie ConklinDirector
Edward P Boyle IiDirector
Glenn AdrianDirector
Gregory CunninghamDirector
John LawDirector
Kathy McneillDirector
Mark Johnson MdDirector
Pat Esposito PhdDirector
Rodney BeanDirector
Ronald CritesDirector
Susan Capelle MdDirector
Thomas J SenkerInterim CEO
Terry ShafferSecretary
Daris RosencranceVP Finance/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Veritas Contracting LLCGeneral Contracting246 BUSINESS DRIVE, Fairmont, WV 26554$692,127
US FoodserviceFood ServicePO BOX 643190, Pittsburgh, PA 15264$237,895
Advanced Heating & CoolingGeneral Contracting689 FAIRCHANCE ROAD, Morgantown, WV 26508$108,166
Love And Company INCMarketing Services1209 NORTH EAST STREET, Frederick, MD 21701$102,158
Revenue and Support

Revenue Composition

Contributions and Grants
$136
Program Service Revenue
$5,859,124
Investment Income
$202,784
Other Revenue
$0
All Other Contributions
$136
Change in Net Assets
$13,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,169,056
Other Expenses$2,879,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,754,797$569,908-$2,324,705
Depreciation Depletion$842,668--$842,668
Other Employee Benefits$470,034$152,653-$622,687
Interest-$620,414-$620,414
Occupancy$279,754$22,626-$302,380
Fees for Services Other$156,926$74,939-$231,865
Advertising-$191,206-$191,206
Payroll Taxes$121,600$39,492-$161,092
Fees for Service Investment Mgmnt Fees-$89,252-$89,252
Pension Plan Contributions$45,723$14,849-$60,572
Fees for Services Management-$58,592-$58,592
Office Expenses$7,235$30,642-$37,877
All Other Expenses$22,456$13,384-$35,840
Insurance$29,284--$29,284
Other Expenses$7,250$9,422-$16,672
Travel$8,429$997-$9,426
Total Functional Expenses$4,154,934$1,893,995$0$6,048,929
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$13,506,941
Security Deposits$126,361
Estimated Liability Obligations$83,506
Due to Affiliates$26,357

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-$3,198,296$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 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 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
Daris Rosencrance
Title
CFO
Phone
3045981242
Signed
2019-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David S Goldberg
Formed
1997
Legal Domicile
Wv
Voting Board Members
14
Independent Board Members
14
Employees
68
Volunteers
14

Preparer

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

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, 2015, and thereafter remain subject to examination by federal and state tax authorities.”

Raw XML AppendixShowing 400 of 817 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01090824
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0949861
IRS990/AccountsReceivableGrp/BOYAmt010795
IRS990/AccountsReceivableGrp/EOYAmt049945
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO BE THE SENIOR LIVING COMMUNITY OF CHOICE IN MONONGALIA COUNTY. THE RESPECT, TRUST AND FRIENDSHIP OF OUR RESIDENTS WILL BE EARNED EVERY DAY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0191206
IRS990/AdvertisingGrp/TotalAmt0191206
IRS990/AllOtherContributionsAmt0136
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013384
IRS990/AllOtherExpensesGrp/ProgramServicesAmt022456
IRS990/AllOtherExpensesGrp/TotalAmt035840
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CLINT WITT CPA - CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum03045981242
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 JD ANDERSON DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORGANTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd026505
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0176293
IRS990/CashNonInterestBearingGrp/EOYAmt0310026
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0692127
IRS990/ContractorCompensationGrp/CompensationAmt1237895
IRS990/ContractorCompensationGrp/CompensationAmt2108166
IRS990/ContractorCompensationGrp/CompensationAmt3102158
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0246 BUSINESS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 643190
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2689 FAIRCHANCE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31209 NORTH EAST STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0FAIRMONT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MORGANTOWN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3FREDERICK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2WV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd026554
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd115264
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd226508
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd321701
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0VERITAS CONTRACTING LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1US FOODSERVICE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ADVANCED HEATING & COOLING
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3LOVE AND COMPANY INC
IRS990/ContractorCompensationGrp/ServicesDesc0GENERAL CONTRACTING
IRS990/ContractorCompensationGrp/ServicesDesc1FOOD SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc2GENERAL CONTRACTING
IRS990/ContractorCompensationGrp/ServicesDesc3MARKETING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0136
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0202784
IRS990/CYOtherExpensesAmt02879873
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05859124
IRS990/CYRevenuesLessExpensesAmt013115
IRS990/CYSalariesCompEmpBnftPaidAmt03169056
IRS990/CYTotalExpensesAmt06048929
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06062044
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0766363
IRS990/DeferredRevenueGrp/EOYAmt0676918
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0842668
IRS990/DepreciationDepletionGrp/TotalAmt0842668
IRS990/Desc0CONTINUING CARE RETIREMENT VILLAGE CONSISTING OF 90 INDEPENDENT LIVING APARTMENTS, 40 ASSISTED LIVING UNITS, AND COMMON SUPPORT AREAS ON 11 ACRES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt068
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt04154934
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt058592
IRS990/FeesForServicesManagementGrp/TotalAmt058592
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt074939
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0156926
IRS990/FeesForServicesOtherGrp/TotalAmt0231865
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt089252
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt089252
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1539.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1153416
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1557652
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS J SENKER
IRS990/Form990PartVIISectionAGrp/PersonNm1DARYL DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm2RON STOVASH
IRS990/Form990PartVIISectionAGrp/PersonNm3TERRY SHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm4GLENN ADRIAN
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWARD P BOYLE II
IRS990/Form990PartVIISectionAGrp/PersonNm6RODNEY BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN CAPELLE MD
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHY MCNEILL
IRS990/Form990PartVIISectionAGrp/PersonNm9PAT ESPOSITO PHD
IRS990/Form990PartVIISectionAGrp/PersonNm10GREGORY CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm11BOBBIE CONKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm12MARK JOHNSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm13RONALD CRITES
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN LAW
IRS990/Form990PartVIISectionAGrp/PersonNm15DARIS ROSENCRANCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1603779
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15403166
IRS990/Form990PartVIISectionAGrp/TitleTxt0INTERIM CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT/CEO (UNTIL 3/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP FINANCE/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0177998
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0177998
IRS990/GrossReceiptsAmt06062044
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt029284
IRS990/InsuranceGrp/TotalAmt029284
IRS990/InterestGrp/ManagementAndGeneralAmt0620414
IRS990/InterestGrp/TotalAmt0620414
IRS990/InventoriesForSaleOrUseGrp/BOYAmt019422
IRS990/InventoriesForSaleOrUseGrp/EOYAmt021093
IRS990/InvestmentIncomeGrp/ExclusionAmt024786
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024786
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015707561
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016337793
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010606668
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012206275
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012341720
IRS990/LandBldgEquipCostOrOtherBssAmt022948388
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06043231
IRS990/NetAssetsOrFundBalancesEOYAmt06597832
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0177998
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0177998
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0541486
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt022626
IRS990/OccupancyGrp/ProgramServicesAmt0279754
IRS990/OccupancyGrp/TotalAmt0302380
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030642
IRS990/OfficeExpensesGrp/ProgramServicesAmt07235
IRS990/OfficeExpensesGrp/TotalAmt037877
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt061495
IRS990/OtherAssetsTotalGrp/EOYAmt0436877
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0152653
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0470034
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0622687
IRS990/OtherExpensesGrp/Desc0DIETARY RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2SALES TAX
IRS990/OtherExpensesGrp/Desc3RECREATIONAL EVENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05619
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19422
IRS990/OtherExpensesGrp/ProgramServicesAmt0344586
IRS990/OtherExpensesGrp/ProgramServicesAmt131410
IRS990/OtherExpensesGrp/ProgramServicesAmt232782
IRS990/OtherExpensesGrp/ProgramServicesAmt37250
IRS990/OtherExpensesGrp/TotalAmt0344586
IRS990/OtherExpensesGrp/TotalAmt137029
IRS990/OtherExpensesGrp/TotalAmt232782
IRS990/OtherExpensesGrp/TotalAmt316672
IRS990/OtherLiabilitiesGrp/BOYAmt013171209
IRS990/OtherLiabilitiesGrp/EOYAmt013743165
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0569908
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01754797
IRS990/OtherSalariesAndWagesGrp/TotalAmt02324705
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039492
IRS990/PayrollTaxesGrp/ProgramServicesAmt0121600
IRS990/PayrollTaxesGrp/TotalAmt0161092
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014849
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt045723
IRS990/PensionPlanContributionsGrp/TotalAmt060572
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt072402
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt063404
IRS990/PrincipalOfficerNm0DAVID S GOLDBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05682290
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1176834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05682290
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1176834
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01257887
IRS990/PYOtherExpensesAmt02763583
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05650932
IRS990/PYRevenuesLessExpensesAmt01159935
IRS990/PYSalariesCompEmpBnftPaidAmt02986801
IRS990/PYTotalExpensesAmt05750384
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06910319
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt013115
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05859124
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02577993
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01663429
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0-318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01444
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024786
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012225
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0146149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt072634
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0271915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05859124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05650932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05449966
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05278515
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05223962

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,224,287
Liabilities
$24,626,455
Net assets
$6,597,832
Revenue
$6,062,044
Expenses
$6,048,929
Net income
$13,115
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
2018Detailed filing. Detailed filing data is available for this year.$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