To be the senior living community of choice in monongalia county. The respect, trust and friendship of our residents will be earned every day.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
Run by 12 volunteers and 65 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.0M a year · 14% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$41K
to officers and key staff · 0.6% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $22.8M in investments, Pt X · Ln 11–13
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$24.3M
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
12
of 15 voting members
Looks good: 12 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.1M
-0.7% vs prior year
Spent
$6.4M
To programs
71%
Net assets
$20.3M
By yearFY2020–FY2024
Revenue
$7.1M
FY2024▼ -0.7%
Tap a bar for its year
Revenue by fiscal year
FY2020$9.1M
FY2021$7.4M
FY2022$6.4M
FY2022$3.2M
FY2023$7.1M
FY2024$7.1M
Expenses
$6.4M
FY2024▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.2M
FY2021$6.2M
FY2022$6.5M
FY2022$3.2M
FY2023$6.6M
FY2024$6.4M
Net assets
$20.3M
FY2024▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.4M
FY2021$11.9M
FY2022$8.4M
FY2022$15.8M
FY2023$18.0M
FY2024$20.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $4.5M Management & general 29% · $1.8M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $41K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$40,992Pt VII · Sec A
Director & Mhs CEO
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jeanette Lancaster’s $41K as Executive Director is at the 5th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022
Wilma Sternthal—$136,349$128,545
Jeanette Lancaster$40,992$134,404$130,901

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Mon Elder Services INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides a continuing care retirement community in Monongalia County, offering independent and assisted living apartments with comprehensive support services for seniors.

Questions for Mon Elder Services INC

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Provided by the organization

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1 program · $4.5M · in their own filed words · FY2024
01

Continuing care retirement village consisting of 90 independent living apartments, 40 assisted living units, and common support areas on 11 acres.

$4.5Mprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$7.1M
Ln 12
Fees for servicesLn 2g$6.4M
Investment incomeLn 3$684K
Other incomeLn 4–11$40K
Money outPt IX
$6.4M
Ln 25
Programscol B$4.5M
Managementcol C$1.8M
Owns and owesPt X
$20.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$44.5M
LiabilitiesLn 26$24.3M
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$6.4M
Investment incomeLn 3$684K
Other incomeLn 4–11$40K
Gains on assetsLn 7$47K
Total revenueLn 12$7.1M
Assets in detailPt X, end of year
CashLn 1$621
SavingsLn 2$2.1M
Cash and savings togetherLn 1–2$2.1M
InvestmentsLn 11–13$22.8M
Land, buildings, equipmentLn 10c$18.5M
Other assetsLn 15$1.1M
Total assetsLn 16$44.5M
LiabilitiesLn 26$24.3M
Net assetsLn 32$20.3M
OperationsPt I, VI
EmployeesI 565
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$476K$2.1M
InvestmentsLn 11–13$20.6M$22.8M
Land, buildings, equipmentLn 10c$19.3M$18.5M
Total assetsLn 16$40.6M$44.5M
LiabilitiesLn 26$22.6M$24.3M
Net assetsLn 32$18.0M$20.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$2.8M$2.1M$675K
Other employee benefitsLn 9$286K$217K$69K
Payroll taxesLn 10$204K$163K$41K
Investment management feesLn 11f$57K$57K
Other fees for servicesLn 11g$967K$775K$191K
Advertising and promotionLn 12$33K$33K
Office expensesLn 13$45K$36K$9K
OccupancyLn 16$349K$257K$92K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$90$90
InterestLn 20$147K$147K
Depreciation, depletion and amortizationLn 22$881K$705K$176K
InsuranceLn 23$76K$76K
Other expenses (24a–d)Ln 24$502K$124K$378K
All other expensesLn 24e$43K$32K$11K
Total functional expensesLn 25$6.4M$4.5M$1.8M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $7.1M$6.4M$711K$20.3M 990 PDF
FY2023 $7.1M$6.6M$515K$18.0M 990 PDF
FY2022 $6.4M$6.5M−$108K$8.4M 990 PDF
FY2021 $7.4M$6.2M$1.2M$11.9M 990 PDF
FY2020 $9.1M$6.2M$2.9M$7.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $7,092,283 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $6,381,540$6,368,394
I-10 Investment incomePrior year $760,598$683,993
I-11 Other revenuePrior year $0$39,896
I-12 Total revenuePrior year $7,142,138$7,092,283
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,678,398$3,277,580
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,949,172$3,103,615
I-18 Total expensesPrior year $6,627,570$6,381,195
I-19 Revenue less expensesPrior year $514,568$711,088
Part VI · Governance 12 of 15 board members independent, 2 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $7,092,283 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,368,394$6,368,394
VIII-3 Investment incomeExcluded from tax $636,640$636,640
VIII-7 Net gain or loss on sales of assetsExcluded from tax $47,353$47,353
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $38,478 · Excluded from tax $1,418$39,896
VIII-12 Total revenueRelated to mission $6,406,872 · Unrelated business $0 · Excluded from tax $685,411$7,092,283
Part IX · Statement of functional expenses $6,381,195 across 15 lines filed
IX-7 Other salaries and wagesPrograms $2,112,713 · Management $674,930$2,787,643
IX-9 Other employee benefitsPrograms $216,620 · Management $69,202$285,822
IX-10 Payroll taxesPrograms $163,292 · Management $40,823$204,115
IX-11f Investment management feesManagement $56,834$56,834
IX-11g Other fees for servicesPrograms $775,365 · Management $191,341$966,706
IX-12 Advertising and promotionPrograms $33,336$33,336
IX-13 Office expensesPrograms $35,624 · Management $8,906$44,530
IX-16 OccupancyPrograms $257,232 · Management $91,670$348,902
IX-17 TravelPrograms $5,072$5,072
IX-19 Conferences, conventions and meetingsPrograms $90$90
IX-20 InterestManagement $146,705$146,705
IX-22 Depreciation, depletion and amortizationPrograms $704,755 · Management $176,189$880,944
IX-23 InsurancePrograms $76,058$76,058
IX-24 Other expenses (24a–d)Programs $123,732 · Management $377,851$501,583
IX-24e All other expensesPrograms $31,664 · Management $11,191$42,855
IX-25 Total functional expensesPrograms $4,535,553 · Management $1,845,642 · Fundraising $0$6,381,195
Part X · Balance sheet $44,549,489 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $216,113$621
X-2 Savings and temporary cash investmentsStart of year $259,733$2,097,092
X-4 Accounts receivableStart of year $61,038$56,709
X-10c Land, buildings and equipment, netStart of year $19,274,455$18,537,054
X-11 Publicly traded securitiesStart of year $20,611,797$22,782,402
X-15 Other assetsStart of year $174,094$1,075,611
X-16 Total assetsStart of year $40,597,230$44,549,489
X-17 Accounts payable and accrued expensesStart of year $521,903$489,297
X-19 Deferred revenueStart of year $1,747,038$1,866,599
X-20 Tax-exempt bond liabilitiesStart of year $7,885,212$7,460,087
X-25 Other liabilitiesStart of year $12,398,830$14,467,463
X-26 Total liabilitiesStart of year $22,552,983$24,283,446
X-27 Net assets without donor restrictionsStart of year $18,044,247$20,266,043
X-32 Total net assets or fund balancesStart of year $18,044,247$20,266,043
X-33 Total liabilities and net assetsStart of year $40,597,230$44,549,489
Part XI · Reconciliation of net assets $20,266,043 net assets at year end
XI-1 Total revenue$7,092,283
XI-2 Total expenses$6,381,195
XI-3 Revenue less expenses$711,088
XI-4 Net assets at start of year$18,044,247
XI-5 Net unrealized gains (losses) on investments$1,510,708
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$20,266,043

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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