Civic Intelligence

Mon Elder Services Inc.

990 • Fiscal year 2022 • EIN 31-1520863

Jul 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

79th percentile

0.59x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

7.32x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

26th percentile

-1.5%

Higher net margin than 26% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

94th percentile

$1,042,509

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

71st percentile

9.3%

Faster asset growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$38,940,579

Up $3,308,488 (+9.3%) from 2021

Net Assets

Up

$15,804,095

Up $3,947,661 (+33%) from 2021

Liabilities

Down

$23,136,484

Down $639,173 (-2.7%) from 2021

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin26th percentile

Revenue

Down

$3,159,505

Down $4,203,303 (-57%) from 2021

Expenses

Down

$3,205,358

Down $2,989,009 (-48%) from 2021

Net Income

Down

-$45,853

Down $1,214,294 (-104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2022

Assets$38,940,579
Liabilities$23,136,484
Net Assets$15,804,095
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$3,159,505
Expenses$3,205,358
Net Income-$45,853
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$3,307,341
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
Land, Buildings, and Equipment, Net$12,687,633$19,800,077▲ $7,112,444
Investments in Publicly Traded Securities$18,280,872$18,473,624▲ $192,752
Savings and Temporary Cash Investments$854,816$340,710▼ $514,106
Cash and Non-Interest-Bearing Accounts$342,546$171,801▼ $170,745
Prepaid Expenses and Deferred Charges$92,555--
Accounts Receivable$69,721$78,061▲ $8,340
Inventories for Sale or Use$25,782--
Total Assets$32,374,549$38,940,579▲ $6,566,030
Other Assets Total$20,624$76,306▲ $55,682
Liabilities
Other Liabilities$13,581,833$13,049,358▼ $532,475
Tax Exempt Bond Liabilities$8,721,350$8,301,864▼ $419,486
Deferred Revenue$1,007,983$1,312,448▲ $304,465
Accounts Payable and Accrued Expenses$713,122$472,814▼ $240,308
Total Liabilities$24,024,288$23,136,484▼ $887,804
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,350,261$15,804,095▲ $7,453,834
Total Net Assets Fund Balance$8,350,261$15,804,095▲ $7,453,834
Total Liabilities and Net Assets / Fund Balance$32,374,549$38,940,579▲ $6,566,030

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,536,359$158,643$17,695,002
Equipment$1,967,769$65,582$2,033,351
Land$343,671-$343,671
Other Land Buildings$-47,722$116,726$69,004
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanette LancasterDirector of Sales & MarketingFT$130,901$13,990$144,891
Wilma SternthalExecutive DirectorFT$128,545$9,226$137,771

Board Members and Trustees

NameTitle
Ed Boyle 9122 StartChair
Kathy McneillVice Chair
Bobbie ConklinDirector
Gregory CunninghamDirector
Mark Johnson MdDirector
Mike MorrisDirector
Natalie StoneDirector
Ray ThompsonDirector
Rodney BeanDirector
Ronald G StovashDirector
Terry ShafferDirector
David GoldbergDirector & Mhs CEO
Jeff CrudeleInterim CFO
John Law CPASecretary/treasurer
Lisa Simon CPAVP Finance/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Veritas Contracting INCConstruction Services246 BUSINESS PARK DRIVE, Fairmount, WV 26554$306,665
Cdw Government INCIt Product/services75 REMITTANCE DRIVESTE 1515, Chicago, IL 60675$144,244
Monongahela Power CompanyElectric Services5001 NASA BLVD, Fairmont, WV 26554$105,433
Devault Heating And CoolingHvac Services200 7TH STREET, Fairmount, WV 26554$104,399
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,091,698
Investment Income
$67,807
Other Revenue
$0
Change in Net Assets
$-45,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,896,667
Other Expenses$1,308,691
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,159,131$244,807-$1,403,938
Depreciation Depletion$522,734--$522,734
Other Employee Benefits$279,046$59,351-$338,397
Occupancy$157,782$1,116-$158,898
Fees for Services Management-$129,252-$129,252
Payroll Taxes$83,748$17,813-$101,561
Fees for Services Other$72,303$12,947-$85,250
Interest-$81,157-$81,157
Pension Plan Contributions$43,516$9,255-$52,771
All Other Expenses$20,867$9,532-$30,399
Fees for Service Investment Mgmnt Fees-$15,637-$15,637
Other Expenses$12,805$513-$13,318
Office Expenses$1,399$10,663-$12,062
Insurance$5,064--$5,064
Advertising-$4,355-$4,355
Travel$3,933$25-$3,958
Fees for Services Accounting-$110-$110
Total Functional Expenses$2,601,823$603,535$0$3,205,358
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Fees$12,766,746
Security Deposits$150,246
Estimated Liability Obligations$108,669
Due to Affiliates$23,697

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
Backup withholding compliance
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 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
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David S Goldberg
Formed
1997
Legal Domicile
Wv
Voting Board Members
13
Independent Board Members
12
Employees
80
Volunteers
12

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Anne Fulton
Phone
6123974000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The irs has determined that the system entities are exempt from income taxes under section 501(c)(3) of the code and applicable state statutes, except for mhc which is a corporation subject to income tax. The system does not have any material uncertain tax positions as of december 31, 2022 and 2021.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm10RODNEY BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm11RONALD G STOVASH
IRS990/Form990PartVIISectionAGrp/PersonNm12TERRY SHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFF CRUDELE
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA SIMON CPA
IRS990/Form990PartVIISectionAGrp/PersonNm15JEANETTE LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm16WILMA STERNTHAL
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/ReportableCompFromOrgAmt15130901
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16128545
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0911058
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/ReportableCompFromRltdOrgAmt13480000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14421179
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR & MHS CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
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/TitleTxt13INTERIM CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP FINANCE/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF SALES & MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-147836
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03307341
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05064
IRS990/InsuranceGrp/TotalAmt05064
IRS990/InterestGrp/ManagementAndGeneralAmt081157
IRS990/InterestGrp/TotalAmt081157
IRS990/InventoriesForSaleOrUseGrp/BOYAmt025782
IRS990/InvestmentIncomeGrp/ExclusionAmt0215643
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0215643
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018280872
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018473624
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0340951
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012687633
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019800077
IRS990/LandBldgEquipCostOrOtherBssAmt020141028
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0147836
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/NetAssetsOrFundBalancesBOYAmt08350261
IRS990/NetAssetsOrFundBalancesEOYAmt015804095
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-147836
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-147836
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0151740
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08350261
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015804095
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01116
IRS990/OccupancyGrp/ProgramServicesAmt0157782
IRS990/OccupancyGrp/TotalAmt0158898
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010663
IRS990/OfficeExpensesGrp/ProgramServicesAmt01399
IRS990/OfficeExpensesGrp/TotalAmt012062
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020624
IRS990/OtherAssetsTotalGrp/EOYAmt076306
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt059351
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0279046
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0338397
IRS990/OtherExpensesGrp/Desc0DIETARY RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2RECREATIONAL EVENTS
IRS990/OtherExpensesGrp/Desc3SALES TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14934
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2513
IRS990/OtherExpensesGrp/ProgramServicesAmt0192728
IRS990/OtherExpensesGrp/ProgramServicesAmt135002
IRS990/OtherExpensesGrp/ProgramServicesAmt211765
IRS990/OtherExpensesGrp/ProgramServicesAmt312805
IRS990/OtherExpensesGrp/TotalAmt0192728
IRS990/OtherExpensesGrp/TotalAmt137070
IRS990/OtherExpensesGrp/TotalAmt216699
IRS990/OtherExpensesGrp/TotalAmt313318
IRS990/OtherLiabilitiesGrp/BOYAmt013581833
IRS990/OtherLiabilitiesGrp/EOYAmt013049358
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0244807
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01159131
IRS990/OtherSalariesAndWagesGrp/TotalAmt01403938
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017813
IRS990/PayrollTaxesGrp/ProgramServicesAmt083748
IRS990/PayrollTaxesGrp/TotalAmt0101561
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09255
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt043516
IRS990/PensionPlanContributionsGrp/TotalAmt052771
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt092555
IRS990/PrincipalOfficerNm0DAVID S GOLDBERG
IRS990/PriorPeriodAdjustmentsAmt07347947
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0ROOM AND BOARD
IRS990/ProgramServiceRevenueGrp/Desc1RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03032069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03032069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159629
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0577063
IRS990/PYOtherExpensesAmt02927796
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05838091
IRS990/PYRevenuesLessExpensesAmt0-108096
IRS990/PYSalariesCompEmpBnftPaidAmt03595454
IRS990/PYTotalExpensesAmt06523250
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06415154
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-45853
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03091698
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0854816
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0340710
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MON ELDER SERVICES, INC. CHANGED THE TAX YEAR FROM JUNE 30 TO DECEMBER 31. AS A RESULT, THE ORGANIZATION IS FILING A SHORT PERIOD RETURN FOR THE PERIOD 7/1/22 - 12/31/22.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III:

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
$38,940,579
Liabilities
$23,136,484
Net assets
$15,804,095
Revenue
$3,159,505
Expenses
$3,205,358
Net income
-$45,853
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
2022Detailed filing. Detailed filing data is available for this year.$38.9$23.1$15.8$3.16$3.21$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.6$23.8$11.9$7.36$6.19$1.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$24.7$7.41$9.08$6.20$2.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.3$24.8$7.48$6.10$6.08$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.2$24.6$6.60$6.06$6.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$24.8$6.04$6.91$5.75$1.16
2016Detailed filing. Detailed filing data is available for this year.$29.6$24.8$4.78$5.47$5.53$0.07