Civic Intelligence

Mon Elder Services Inc.

990 • Fiscal year 2021 • EIN 31-1520863

Jul 01, 2020 to Jun 30, 2021 • Filed on May 06, 2022

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

83rd percentile

0.67x

Higher debt load relative to assets than 83% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

3.23x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

58th percentile

16%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$781,310

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-19%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$35,632,091

Up $3,537,787 (+11%) from 2020

Net Assets

Up

$11,856,434

Up $4,443,792 (+60%) from 2020

Liabilities

Down

$23,775,657

Down $906,005 (-3.7%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin58th percentile

Revenue

Down

$7,362,808

Down $1,714,102 (-19%) from 2020

Expenses

Down

$6,194,367

Down $7,285 (-0.1%) from 2020

Net Income

Down

$1,168,441

Down $1,706,817 (-59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2021

Assets$35,632,091
Liabilities$23,775,657
Net Assets$11,856,434
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$7,362,808
Expenses$6,194,367
Net Income$1,168,441
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 6, 2022
Return Version
2020v4.2
Gross Receipts
$7,427,572
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$17,138,238$21,055,159▲ $3,916,921
Land, Buildings, and Equipment, Net$13,013,956$12,750,934▼ $263,022
Savings and Temporary Cash Investments$1,405,829$1,446,054▲ $40,225
Cash and Non-Interest-Bearing Accounts$359,526$206,946▼ $152,580
Accounts Receivable$-24,615$22,999▲ $47,614
Prepaid Expenses and Deferred Charges$33,596$19,032▼ $14,564
Inventories for Sale or Use$20,625$18,302▼ $2,323
Total Assets$32,094,304$35,632,091▲ $3,537,787
Other Assets Total$147,149$112,665▼ $34,484
Liabilities
Other Liabilities$13,954,312$13,723,395▼ $230,917
Tax Exempt Bond Liabilities$8,777,250$8,524,786▼ $252,464
Deferred Revenue$876,388$795,173▼ $81,215
Accounts Payable and Accrued Expenses$1,073,712$732,303▼ $341,409
Total Liabilities$24,681,662$23,775,657▼ $906,005
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,412,642$11,856,434▲ $4,443,792
Total Net Assets Fund Balance$7,412,642$11,856,434▲ $4,443,792
Total Liabilities and Net Assets / Fund Balance$32,094,304$35,632,091▲ $3,537,787

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,698,571$9,107,564$14,806,135
Other Land Buildings$2,635,481$1,821,941$4,457,422
Land$3,784,709-$3,784,709
Equipment$632,173$1,069,846$1,702,019
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 McneilDirector
Mark Johnson MdDirector
Mike MorrisDirector
Natalie StoneDirector
Ray ThompsonDirector
Rodney BeanDirector
Susan Capelle MdDirector
Terry ShafferDirector
Daris RosencranceFormer VP Finance/CFO
John LawSecretary/treasurer
Lisa Simon CPAVP Finance/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$561,916
Program Service Revenue
$6,187,830
Investment Income
$613,062
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$1,168,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,317,146
Other Expenses$2,877,221
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,005,136$434,896-$2,440,032
Depreciation Depletion$955,751--$955,751
Other Employee Benefits$533,976$115,814-$649,790
Interest-$582,042-$582,042
Occupancy$303,022$12,322-$315,344
Fees for Services Management-$266,363-$266,363
Fees for Services Other$128,641$82,476-$211,117
Payroll Taxes$144,017$31,236-$175,253
Advertising$140$89,407-$89,547
Pension Plan Contributions$42,790$9,281-$52,071
Office Expenses$6,021$30,910-$36,931
Fees for Service Investment Mgmnt Fees-$33,840-$33,840
Other Expenses$4,729$5,751-$10,480
All Other Expenses$5,498$2,240-$7,738
Travel$6,898$662-$7,560
Total Functional Expenses$4,487,590$1,706,777$0$6,194,367
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$13,268,338
Security Deposits$332,418
Estimated Liability Obligations$89,000
Due to Affiliates$33,639

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-$3,955,326$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
Jeffrey Crudele
Title
Interim CFO
Phone
3045981242
Signed
2022-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David S Goldberg
Formed
1997
Legal Domicile
Wv
Voting Board Members
14
Independent Board Members
13
Employees
82
Volunteers
13

Preparer

Firm
Baker Tilly US Llp
Address
5700 CORPORATE SUITE 650, PITTSBURGH, PA 15237
Preparer
Jeffrey J Petrell
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, 2018, and thereafter remain subject to examination by federal and state tax authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP FINANCE/CFO
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IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER PRESIDENT/CEO
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IRS990/InterestGrp/TotalAmt0582042
IRS990/InventoriesForSaleOrUseGrp/BOYAmt020625
IRS990/InventoriesForSaleOrUseGrp/EOYAmt018302
IRS990/InvestmentIncomeGrp/ExclusionAmt0385073
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt021055159
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011999351
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013013956
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012750934
IRS990/LandBldgEquipCostOrOtherBssAmt024750285
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt064764
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/NetAssetsOrFundBalancesBOYAmt07412642
IRS990/NetAssetsOrFundBalancesEOYAmt011856434
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0227989
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0227989
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03275351
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07412642
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011856434
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012322
IRS990/OccupancyGrp/ProgramServicesAmt0303022
IRS990/OccupancyGrp/TotalAmt0315344
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030910
IRS990/OfficeExpensesGrp/ProgramServicesAmt06021
IRS990/OfficeExpensesGrp/TotalAmt036931
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0147149
IRS990/OtherAssetsTotalGrp/EOYAmt0112665
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0115814
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0533976
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0649790
IRS990/OtherExpensesGrp/Desc0DIETARY RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES, SUBSCRIPTIONS AND
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11532
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25751
IRS990/OtherExpensesGrp/ProgramServicesAmt0299490
IRS990/OtherExpensesGrp/ProgramServicesAmt139749
IRS990/OtherExpensesGrp/ProgramServicesAmt211732
IRS990/OtherExpensesGrp/ProgramServicesAmt34729
IRS990/OtherExpensesGrp/TotalAmt0299490
IRS990/OtherExpensesGrp/TotalAmt147754
IRS990/OtherExpensesGrp/TotalAmt213264
IRS990/OtherExpensesGrp/TotalAmt310480
IRS990/OtherLiabilitiesGrp/BOYAmt013954312
IRS990/OtherLiabilitiesGrp/EOYAmt013723395
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0434896
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02005136
IRS990/OtherSalariesAndWagesGrp/TotalAmt02440032
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031236
IRS990/PayrollTaxesGrp/ProgramServicesAmt0144017
IRS990/PayrollTaxesGrp/TotalAmt0175253
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09281
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042790
IRS990/PensionPlanContributionsGrp/TotalAmt052071
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033596
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019032
IRS990/PrincipalOfficerNm0DAVID S GOLDBERG
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT SERVICES
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154027
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IRS990/PYOtherExpensesAmt03051467
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06089165
IRS990/PYRevenuesLessExpensesAmt02875258
IRS990/PYSalariesCompEmpBnftPaidAmt03150185
IRS990/PYTotalExpensesAmt06201652
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09076910
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01168441
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01446054
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012225
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05650932
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06749746

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,632,091
Liabilities
$23,775,657
Net assets
$11,856,434
Revenue
$7,362,808
Expenses
$6,194,367
Net income
$1,168,441
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
2021Detailed filing. Detailed filing data is available for this year.$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