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.
83¢ of each $1 spent went to programs.
$271K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$271K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $20.6M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $20.6M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$22.6M
56% of total assets
Fine: liabilities are 56% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
10
of 14 voting members
Looks good: 10 of 14 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
+126% vs prior year
Spent
$6.6M
To programs
83%
Net assets
$18.0M
By yearFY2020–FY2024
Revenue
$7.1M
FY2023▲ +126%
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
$6.6M
FY2023▲ +107%
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
$18.0M
FY2023▲ +14%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

83 cents of each dollar spent went to programs.

Program services 83% · $5.5M Management & general 17% · $1.1M

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

16 people listed on the 990; $271K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$136,349Pt VII · Sec A
Executive Director
$134,404Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 2No
  • 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.

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Provided by the organization

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1 program · $5.5M · in their own filed words · FY2023
01

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

$5.5Mprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$7.1M
Ln 12
Fees for servicesLn 2g$6.4M
Investment incomeLn 3$761K
Money outPt IX
$6.6M
Ln 25
Programscol B$5.5M
Managementcol C$1.1M
Owns and owesPt X
$18.0M
net assets · Ln 32
Cash and savingsLn 1–2$476K
Total assetsLn 16$40.6M
LiabilitiesLn 26$22.6M
PeoplePt VI, VII
16
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$6.4M
Investment incomeLn 3$761K
Gains on assetsLn 7$203K
Total revenueLn 12$7.1M
Assets in detailPt X, end of year
CashLn 1$216K
SavingsLn 2$260K
Cash and savings togetherLn 1–2$476K
InvestmentsLn 11–13$20.6M
Land, buildings, equipmentLn 10c$19.3M
Other assetsLn 15$174K
Total assetsLn 16$40.6M
LiabilitiesLn 26$22.6M
Net assetsLn 32$18.0M
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 FY23End FY23
Cash and savingsLn 1–2$513K$476K
InvestmentsLn 11–13$18.5M$20.6M
Land, buildings, equipmentLn 10c$19.8M$19.3M
Total assetsLn 16$38.9M$40.6M
LiabilitiesLn 26$23.1M$22.6M
Net assetsLn 32$15.8M$18.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$2.8M$2.4M$334K
Pension plan contributionsLn 8$100K$88K$12K
Other employee benefitsLn 9$601K$529K$72K
Payroll taxesLn 10$200K$176K$24K
Investment management feesLn 11f$32K$32K
Advertising and promotionLn 12$27K$27K
Office expensesLn 13$47K$47K
OccupancyLn 16$270K$270K
TravelLn 17$2K$2K
InterestLn 20$158K$158K
Depreciation, depletion and amortizationLn 22$1.1M$1.1M
InsuranceLn 23$37K$37K
Other expenses (24a–d)Ln 24$1.1M$716K$369K
All other expensesLn 24e$214K$164K$50K
Total functional expensesLn 25$6.6M$5.5M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $7.1M$6.4M$711K$20.3M 990 PDF
FY2023 Viewing $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 FY2023 990 (6 parts)
Part I · Summary $7,142,138 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $3,091,698$6,381,540
I-10 Investment incomePrior year $67,807$760,598
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $3,159,505$7,142,138
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 $1,896,667$3,678,398
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,308,691$2,949,172
I-18 Total expensesPrior year $3,205,358$6,627,570
I-19 Revenue less expensesPrior year −$45,853$514,568
Part VI · Governance 10 of 14 board members independent, 1 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members10
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $7,142,138 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,381,540$6,381,540
VIII-3 Investment incomeExcluded from tax $557,639$557,639
VIII-7 Net gain or loss on sales of assetsExcluded from tax $202,959$202,959
VIII-12 Total revenueRelated to mission $6,381,540 · Unrelated business $0 · Excluded from tax $760,598$7,142,138
Part IX · Statement of functional expenses $6,627,570 across 14 lines filed
IX-7 Other salaries and wagesPrograms $2,442,187 · Management $334,457$2,776,644
IX-8 Pension plan contributionsPrograms $88,131 · Management $12,069$100,200
IX-9 Other employee benefitsPrograms $528,804 · Management $72,420$601,224
IX-10 Payroll taxesPrograms $176,200 · Management $24,130$200,330
IX-11f Investment management feesManagement $31,745$31,745
IX-12 Advertising and promotionManagement $27,497$27,497
IX-13 Office expensesManagement $46,950$46,950
IX-16 OccupancyPrograms $270,338$270,338
IX-17 TravelPrograms $1,912$1,912
IX-20 InterestManagement $158,147$158,147
IX-22 Depreciation, depletion and amortizationPrograms $1,076,348$1,076,348
IX-23 InsurancePrograms $36,660$36,660
IX-24 Other expenses (24a–d)Programs $716,243 · Management $369,201$1,085,444
IX-24e All other expensesPrograms $164,199 · Management $49,932$214,131
IX-25 Total functional expensesPrograms $5,501,022 · Management $1,126,548 · Fundraising $0$6,627,570
Part X · Balance sheet $40,597,230 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $171,801$216,113
X-2 Savings and temporary cash investmentsStart of year $340,710$259,733
X-4 Accounts receivableStart of year $78,061$61,038
X-10c Land, buildings and equipment, netStart of year $19,800,077$19,274,455
X-11 Publicly traded securitiesStart of year $18,473,624$20,611,797
X-15 Other assetsStart of year $76,306$174,094
X-16 Total assetsStart of year $38,940,579$40,597,230
X-17 Accounts payable and accrued expensesStart of year $472,814$521,903
X-19 Deferred revenueStart of year $1,312,448$1,747,038
X-20 Tax-exempt bond liabilitiesStart of year $8,301,864$7,885,212
X-25 Other liabilitiesStart of year $13,049,358$12,398,830
X-26 Total liabilitiesStart of year $23,136,484$22,552,983
X-27 Net assets without donor restrictionsStart of year $15,804,095$18,044,247
X-32 Total net assets or fund balancesStart of year $15,804,095$18,044,247
X-33 Total liabilities and net assetsStart of year $38,940,579$40,597,230
Part XI · Reconciliation of net assets $18,044,247 net assets at year end
XI-1 Total revenue$7,142,138
XI-2 Total expenses$6,627,570
XI-3 Revenue less expenses$514,568
XI-4 Net assets at start of year$15,804,095
XI-5 Net unrealized gains (losses) on investments$1,725,584
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$18,044,247

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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