Civic Intelligence

Mon Elder Services Inc.

990 • Fiscal year 2022 • EIN 31-1520863

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

Organization ProfileN/A
1200 Jd Anderson DriveMorgantown, WV 26505

(304) 598-1242

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$32,374,549

Down $3,257,542 (-9.1%) from 2021

Net Assets

Down

$8,350,261

Down $3,506,173 (-30%) from 2021

Liabilities

Up

$24,024,288

Up $248,631 (+1.0%) from 2021

Revenue And Expenses

Revenue

Down

$6,415,154

Down $947,654 (-13%) from 2021

Expenses

Up

$6,523,250

Up $328,883 (+5.3%) from 2021

Net Income

Down

-$108,096

Down $1,276,537 (-109%) from 2021

Historical Trend

Balance Sheet Trend

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: $32,374,549Liabilities 2022: $24,024,288Net Assets 2022: $8,350,2612022Assets 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

2022

Assets$32,374,549
Liabilities$24,024,288
Net Assets$8,350,261
Open 2022 Filing

Operations Trend

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: $6,415,154Expenses 2022: $6,523,250Net Income 2022: -$108,0962022Revenue 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

2022

Revenue$6,415,154
Expenses$6,523,250
Net Income-$108,096
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.2
Gross Receipts
$6,415,154
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$21,055,159$18,280,872▼ $2,774,287
Land, Buildings, and Equipment, Net$12,750,934$12,687,633▼ $63,301
Savings and Temporary Cash Investments$1,446,054$854,816▼ $591,238
Cash and Non-Interest-Bearing Accounts$206,946$342,546▲ $135,600
Prepaid Expenses and Deferred Charges$19,032$92,555▲ $73,523
Accounts Receivable$22,999$69,721▲ $46,722
Inventories for Sale or Use$18,302$25,782▲ $7,480
Total Assets$35,632,091$32,374,549▼ $3,257,542
Other Assets Total$112,665$20,624▼ $92,041
Liabilities
Other Liabilities$13,723,395$13,581,833▼ $141,562
Tax Exempt Bond Liabilities$8,524,786$8,721,350▲ $196,564
Deferred Revenue$795,173$1,007,983▲ $212,810
Accounts Payable and Accrued Expenses$732,303$713,122▼ $19,181
Total Liabilities$23,775,657$24,024,288▲ $248,631
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,856,434$8,350,261▼ $3,506,173
Total Net Assets Fund Balance$11,856,434$8,350,261▼ $3,506,173
Total Liabilities and Net Assets / Fund Balance$35,632,091$32,374,549▼ $3,257,542

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,271,247$9,534,888$14,806,135
Other Land Buildings$2,768,993$2,203,906$4,972,899
Land$3,993,736-$3,993,736
Equipment$653,657$1,244,437$1,898,094
Compensation and Service Providers

Board Members and Trustees

NameTitle
Edward P Boyle IiChair
David GoldbergPresident/CEO
Kathy McneilVice Chair
Bobbie ConklinDirector
David RamseyDirector
Gregory CunninghamDirector
Mark Johnson MdDirector
Mike MorrisDirector
Natalie StoneDirector
Ray ThompsonDirector
Rodney BeanDirector
Ron StovashDirector
Terry ShafferDirector
Jeff CrudeleInterim CFO
John LawSecretary/treasurer
Lisa Simon CPAVP Finance/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Veritas Contracting LLCConstruction246 BUSINESS PARK DR, Fairmont, WV 26554$468,788
Michael J Callen ConstructionConstruction182 GREENVILLE SCHOOL ROAD, Bruceton Mills, WV 26525$267,611
US Food ServiceFood ServicePO BOX 643190, Pittsburgh, PA 15264$228,816
CdwIt Services75 REMITTANCE DRIVE STE 1515, Chicago, IL 60675$224,190
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,838,091
Investment Income
$577,063
Other Revenue
$0
Change in Net Assets
$-108,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,595,454
Other Expenses$2,927,796
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,207,265$469,471-$2,676,736
Depreciation Depletion$983,878--$983,878
Other Employee Benefits$545,693$116,065-$661,758
Interest-$557,229-$557,229
Occupancy$303,285$2,983-$306,268
Fees for Services Management-$278,618-$278,618
Payroll Taxes$160,492$34,136-$194,628
Fees for Services Other$158,420$14,046-$172,466
Pension Plan Contributions$51,400$10,932-$62,332
Advertising$62$51,169-$51,231
Fees for Service Investment Mgmnt Fees-$37,487-$37,487
Office Expenses$3,577$26,678-$30,255
Insurance$29,349--$29,349
Other Expenses$10,884$4,565-$15,449
All Other Expenses$9,724$4,441-$14,165
Travel$9,498$1,159-$10,657
Total Functional Expenses$4,910,671$1,612,579$0$6,523,250
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$13,217,609
Due to Affiliates$132,531
Security Deposits$128,088
Estimated Liability Obligations$103,605

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-$4,153,731$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
Jeff Sandene
Title
Executive VP and CFO
Phone
3045981242
Signed
2023-05-09
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
79
Volunteers
13

Preparer

Firm
Baker Tilly US Llp
Address
20 STANWIX STREET, PITTSBURGH, PA 15222
Preparer
Jeffrey J Petrell
Phone
4126976400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The health system is generally exempt from federal income taxes under section 501(c)(3) of the internal revenue code (irc), with the exception of mhc which is a corporation subject to income tax. Additionally, the health system qualifies for charitable contributions deductions under section 170(b)(1)(a)(vi) and has been classified as an organization that is not a private foundation under section 509(a)(1). Income which is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate income taxes. The health system had no significant unrelated business income for the years ended june 30, 2022 or 2021. Interest and penalties related to income tax assessments, if any, are reflected in income tax expense on the accompanying consolidated statements of operations. 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.”

Raw XML AppendixShowing 400 of 865 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/BOYAmt0732303
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0713122
IRS990/AccountsReceivableGrp/BOYAmt022999
IRS990/AccountsReceivableGrp/EOYAmt069721
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/ManagementAndGeneralAmt051169
IRS990/AdvertisingGrp/ProgramServicesAmt062
IRS990/AdvertisingGrp/TotalAmt051231
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04441
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09724
IRS990/AllOtherExpensesGrp/TotalAmt014165
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GENE TOWNSEND - CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum03042853676
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 JD ANDERSON DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORGANTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd026505
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0206946
IRS990/CashNonInterestBearingGrp/EOYAmt0342546
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0468788
IRS990/ContractorCompensationGrp/CompensationAmt1267611
IRS990/ContractorCompensationGrp/CompensationAmt2228816
IRS990/ContractorCompensationGrp/CompensationAmt3224190
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0246 BUSINESS PARK DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1182 GREENVILLE SCHOOL ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 643190
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt375 REMITTANCE DRIVE STE 1515
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0FAIRMONT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BRUCETON MILLS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PITTSBURGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WV
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd026554
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd126525
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd215264
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360675
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0VERITAS CONTRACTING LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MICHAEL J CALLEN CONSTRUCTION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2US FOOD SERVICE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CDW
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc2FOOD SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc3IT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0577063
IRS990/CYOtherExpensesAmt02927796
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt05838091
IRS990/CYRevenuesLessExpensesAmt0-108096
IRS990/CYSalariesCompEmpBnftPaidAmt03595454
IRS990/CYTotalExpensesAmt06523250
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06415154
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0795173
IRS990/DeferredRevenueGrp/EOYAmt01007983
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0983878
IRS990/DepreciationDepletionGrp/TotalAmt0983878
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/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt079
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt04910671
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0278618
IRS990/FeesForServicesManagementGrp/TotalAmt0278618
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt014046
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0158420
IRS990/FeesForServicesOtherGrp/TotalAmt0172466
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt037487
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt037487
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt049.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt149.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt249.00
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/AverageHoursPerWeekRltdOrgRt151.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0112875
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt155782
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID GOLDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA SIMON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF CRUDELE
IRS990/Form990PartVIISectionAGrp/PersonNm3EDWARD P BOYLE II
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHY MCNEIL
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN LAW
IRS990/Form990PartVIISectionAGrp/PersonNm6BOBBIE CONKLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm8GREGORY CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK JOHNSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm11NATALIE STONE
IRS990/Form990PartVIISectionAGrp/PersonNm12RAY THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm13RODNEY BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm14RON STOVASH
IRS990/Form990PartVIISectionAGrp/PersonNm15TERRY SHAFFER
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/ReportableCompFromRltdOrgAmt0804616
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1422632
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2275000
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FINANCE/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2INTERIM CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
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/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0500
IRS990/GainOrLossGrp/SecuritiesAmt0141345
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0500
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0141345
IRS990/GrossReceiptsAmt06415154
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt029349
IRS990/InsuranceGrp/TotalAmt029349
IRS990/InterestGrp/ManagementAndGeneralAmt0557229
IRS990/InterestGrp/TotalAmt0557229
IRS990/InventoriesForSaleOrUseGrp/BOYAmt018302
IRS990/InventoriesForSaleOrUseGrp/EOYAmt025782
IRS990/InvestmentIncomeGrp/ExclusionAmt0435218
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0435218
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021055159
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018280872
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012983231
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012750934
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012687633
IRS990/LandBldgEquipCostOrOtherBssAmt025670864
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
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/NetAssetsOrFundBalancesBOYAmt011856434
IRS990/NetAssetsOrFundBalancesEOYAmt08350261
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0141845
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0141845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3398077
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011856434
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08350261
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02983
IRS990/OccupancyGrp/ProgramServicesAmt0303285
IRS990/OccupancyGrp/TotalAmt0306268
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026678
IRS990/OfficeExpensesGrp/ProgramServicesAmt03577
IRS990/OfficeExpensesGrp/TotalAmt030255
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0112665
IRS990/OtherAssetsTotalGrp/EOYAmt020624
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0116065
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0545693
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0661758
IRS990/OtherExpensesGrp/Desc0DIETARY RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3RECREATIONAL EVENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01982
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11618
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24565
IRS990/OtherExpensesGrp/ProgramServicesAmt0360308
IRS990/OtherExpensesGrp/ProgramServicesAmt149444
IRS990/OtherExpensesGrp/ProgramServicesAmt227392
IRS990/OtherExpensesGrp/ProgramServicesAmt310884
IRS990/OtherExpensesGrp/TotalAmt0360308
IRS990/OtherExpensesGrp/TotalAmt151426
IRS990/OtherExpensesGrp/TotalAmt229010
IRS990/OtherExpensesGrp/TotalAmt315449
IRS990/OtherLiabilitiesGrp/BOYAmt013723395
IRS990/OtherLiabilitiesGrp/EOYAmt013581833
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0469471
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02207265
IRS990/OtherSalariesAndWagesGrp/TotalAmt02676736
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034136
IRS990/PayrollTaxesGrp/ProgramServicesAmt0160492
IRS990/PayrollTaxesGrp/TotalAmt0194628
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010932
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt051400
IRS990/PensionPlanContributionsGrp/TotalAmt062332
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019032
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092555
IRS990/PrincipalOfficerNm0DAVID S GOLDBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05726386
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1111705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05726386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1111705
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0561916
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0613062
IRS990/PYOtherExpensesAmt02877221
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06187830
IRS990/PYRevenuesLessExpensesAmt01168441
IRS990/PYSalariesCompEmpBnftPaidAmt03317146
IRS990/PYTotalExpensesAmt06194367
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07362808
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-108096
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05838091
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01446054
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0854816
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0561916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0136
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0562052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0435218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0385073
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0314329
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020731
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt024786
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01180137

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,374,549
Liabilities
$24,024,288
Net assets
$8,350,261
Revenue
$6,415,154
Expenses
$6,523,250
Net income
-$108,096
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
2022Detailed filing. Detailed filing data is available for this year.$32.4$24.0$8.35$6.42$6.52$0.11
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