Civic Intelligence

Mon Elder Services Inc.

990 • Fiscal year 2020 • EIN 31-1520863

Jul 01, 2019 to Jun 30, 2020 • Filed on May 06, 2021

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

85th percentile

0.77x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

2.72x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$790,295

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

23rd percentile

-0.5%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

49%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$32,094,304

Down $173,824 (-0.5%) from 2019

Net Assets

Down

$7,412,642

Down $70,796 (-0.9%) from 2019

Liabilities

Down

$24,681,662

Down $103,028 (-0.4%) from 2019

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin85th percentile

Revenue

Up

$9,076,910

Up $2,980,687 (+49%) from 2019

Expenses

Up

$6,201,652

Up $117,865 (+1.9%) from 2019

Net Income

Up

$2,875,258

Up $2,862,822 (+23020%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2020

Assets$32,094,304
Liabilities$24,681,662
Net Assets$7,412,642
Open 2020 Filing

Operations Trend

Revenue Growth89th 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

2020

Revenue$9,076,910
Expenses$6,201,652
Net Income$2,875,258
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 6, 2021
Return Version
2019v5.2
Gross Receipts
$9,083,752
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$17,207,697$17,138,238▼ $69,459
Land, Buildings, and Equipment, Net$13,171,510$13,013,956▼ $157,554
Savings and Temporary Cash Investments$1,367,654$1,405,829▲ $38,175
Cash and Non-Interest-Bearing Accounts$310,604$359,526▲ $48,922
Prepaid Expenses and Deferred Charges$51,234$33,596▼ $17,638
Inventories for Sale or Use$15,992$20,625▲ $4,633
Accounts Receivable$34,004$-24,615▼ $58,619
Total Assets$32,268,128$32,094,304▼ $173,824
Other Assets Total$109,433$147,149▲ $37,716
Liabilities
Other Liabilities$14,238,380$13,954,312▼ $284,068
Tax Exempt Bond Liabilities$9,018,325$8,777,250▼ $241,075
Accounts Payable and Accrued Expenses$621,462$1,073,712▲ $452,250
Deferred Revenue$906,523$876,388▼ $30,135
Total Liabilities$24,784,690$24,681,662▼ $103,028
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,482,299$7,412,642▼ $69,657
Net Assets With Donor Restrictions$1,139$0▼ $1,139
Total Net Assets Fund Balance$7,483,438$7,412,642▼ $70,796
Total Liabilities and Net Assets / Fund Balance$32,268,128$32,094,304▼ $173,824

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,112,708$8,699,591$14,812,299
Other Land Buildings$2,372,352$2,167,782$4,540,134
Land$3,819,632-$3,819,632
Equipment$709,264$1,121,134$1,830,398
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Ron StovashChair
Darryl DuncanFormer President/CEO
David GoldbergPresident/CEO
Edward P Boyle IiVice Chair
Bobbie ConklinDirector
Gregory CunninghamDirector
Kathy McneillDirector
Mark Johnson MdDirector
Mike MorrisDirector
Natalie StoneDirector
Pat Esposito PhdDirector
Ray ThompsonDirector
Rodney BeanDirector
Susan Capelle MdDirector
Terry ShafferDirector
Daris RosencranceFormer VP Finance/CFO
John LawSecretary/treasurer
Lisa Simon CPAVP Finance/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
VeritasConstruction246 BUSINESS PARK DRIVE, Fairmont, WV 26554$586,224
Michael Callen ConstructionConstruction182 GREENVILLE SCHOOL ROAD, Bruceton Mills, WV 26525$346,817
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,089,165
Investment Income
$2,987,745
Other Revenue
$0
Change in Net Assets
$2,875,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,150,185
Other Expenses$3,051,467
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,871,212$445,442-$2,316,654
Depreciation Depletion$974,885--$974,885
Other Employee Benefits$496,349$118,156-$614,505
Interest-$595,982-$595,982
Occupancy$269,370$20,538-$289,908
Fees for Services Other$145,609$81,019-$226,628
Advertising-$176,400-$176,400
Payroll Taxes$131,081$31,204-$162,285
Fees for Services Management-$150,474-$150,474
Fees for Service Investment Mgmnt Fees-$67,229-$67,229
Insurance$64,411--$64,411
Pension Plan Contributions$45,831$10,910-$56,741
Office Expenses$6,631$31,175-$37,806
All Other Expenses$13,582$19,451-$33,033
Other Expenses$19,383$1,639-$21,022
Travel$8,858$3,281-$12,139
Total Functional Expenses$4,440,137$1,761,515$0$6,201,652
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$13,698,900
Security Deposits$130,597
Estimated Liability Obligations$111,072
Due to Affiliates$13,743

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-$3,677,558$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 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 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
Lisa Simon CPA
Title
CFO
Phone
3045981242
Signed
2021-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David S Goldberg
Formed
1997
Legal Domicile
Wv
Voting Board Members
15
Independent Board Members
14
Employees
76
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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net asset transfers 36,264.”

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, 2017, and thereafter remain subject to examination by federal and state tax authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
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/Form990PartVIISectionAGrp/TitleTxt16FORMER VP FINANCE/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17FORMER PRESIDENT/CEO
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/OccupancyGrp/ProgramServicesAmt0269370
IRS990/OccupancyGrp/TotalAmt0289908
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031175
IRS990/OfficeExpensesGrp/ProgramServicesAmt06631
IRS990/OfficeExpensesGrp/TotalAmt037806
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020731
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024786
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012225

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,094,304
Liabilities
$24,681,662
Net assets
$7,412,642
Revenue
$9,076,910
Expenses
$6,201,652
Net income
$2,875,258
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
2020Detailed filing. Detailed filing data is available for this year.$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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