To facilitate compassionate health care with clinical quality and service excellence in a dignified and respectful "home" environment for elders who require long-term care Services.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
$78K 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

FY2020 · 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
3 of 5
filings with a surplus
Average surplus $73K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$78K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.7M
145% of total assets
Concern: liabilities are 145% of assets; over 80%.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.8M
Spent
$6.4M
To programs
97%
Net assets
−$532K
By yearFY2020–FY2024
Revenue
$6.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$6.9M
FY2022$2.3M
FY2023$433K
FY2024$5K
Expenses
$6.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$6.4M
FY2021$6.6M
FY2022$2.7M
FY2023$238K
FY2024$173K
Net assets
−$532K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$532K
FY2021−$230K
FY2022−$567K
FY2023−$372K
FY2024−$539K

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 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 Sep 2019.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $6.2M Management & general 3% · $165K

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

4 people listed on the 990; $78K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/Secretary/Treasu
$49,524Pt VII · Sec A
President/Secretary/Treasu
$28,037Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Emily Burris’s $50K as President/Secretary/Treasu is at the 80th percentile of top reported officer pay among 200 <$100K health care 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.

See Monticello Progressive Eldercare 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 15aYes

Programs and updates

Provides compassionate, high-quality elder care in a dignified, home-like setting.

Questions for Monticello Progressive Eldercare Services INC

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Provided by the organization

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1 program · $6.2M · in their own filed words · FY2020
01

The organization acts in concert with progressive eldercare services, inc. (pes, inc.) to form a network of nursing facilities to serve as locations for promoting, developing and administering "culture change", person-centered, long-term care for ill, infirm, medically disabled and elderly individuals.

$6.2Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$6.8M
Ln 12
Fees for servicesLn 2g$6.8M
Gifts and grantsLn 1h$3K
Investment incomeLn 3$4
Money outPt IX
$6.4M
Ln 25
Programscol B$6.2M
Managementcol C$165K
Owns and owesPt X
−$532K
net assets · Ln 32
Cash and savingsLn 1–2$532K
Total assetsLn 16$1.2M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3K
Fees for servicesLn 2g$6.8M
Investment incomeLn 3$4
Total revenueLn 12$6.8M
Assets in detailPt X, end of year
CashLn 1$532K
Cash and savings togetherLn 1–2$532K
Land, buildings, equipmentLn 10c$133K
Other assetsLn 15$257K
Total assetsLn 16$1.2M
LiabilitiesLn 26$1.7M
Net assetsLn 32−$532K
OperationsPt I, VI
EmployeesI 50
VolunteersI 63
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 FY20End FY20
Cash and savingsLn 1–2$214K$532K
Land, buildings, equipmentLn 10c$53K$133K
Total assetsLn 16$873K$1.2M
LiabilitiesLn 26$1.8M$1.7M
Net assetsLn 32−$906K−$532K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$50K$10K$40K
Other salaries and wagesLn 7$2.5M$2.5M
Other employee benefitsLn 9$162K$162K
Payroll taxesLn 10$393K$388K$5K
Accounting feesLn 11c$50K$50K
Other fees for servicesLn 11g$787K$787K
Advertising and promotionLn 12$12K$12K
Office expensesLn 13$48K$48K
Information technologyLn 14$192K$173K$19K
OccupancyLn 16$753K$715K$38K
TravelLn 17$7K$7K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$15K$15K
InsuranceLn 23$328K$314K$14K
Other expenses (24a–d)Ln 24$920K$920K
All other expensesLn 24e$183K$183K
Total functional expensesLn 25$6.4M$6.2M$165K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $5K$173K−$167K−$539K 990 PDF
FY2023 $433K$238K$195K−$372K 990 PDF
FY2022 $2.3M$2.7M−$337K−$567K 990 PDF
FY2021 $6.9M$6.6M$302K−$230K 990 PDF
FY2020 Viewing $6.8M$6.4M$374K−$532K 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 FY2020 990 (6 parts)
Part I · Summary $6,777,094 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$3,000
I-9 Program service revenuePrior year $5,489,313$6,774,090
I-10 Investment incomePrior year $5$4
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,489,318$6,777,094
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 $2,839,607$3,108,377
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,050,951$3,294,429
I-18 Total expensesPrior year $5,890,558$6,402,806
I-19 Revenue less expensesPrior year −$401,240$374,288
Part VI · Governance 2 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,777,094 across 5 lines filed
VIII-1f All other contributions, gifts and grants$3,000
VIII-1h Total contributions, gifts and grants$3,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,774,090$6,774,090
VIII-3 Investment incomeExcluded from tax $4$4
VIII-12 Total revenueRelated to mission $6,774,090 · Unrelated business $0 · Excluded from tax $4$6,777,094
Part IX · Statement of functional expenses $6,402,806 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $9,905 · Management $39,619$49,524
IX-7 Other salaries and wagesPrograms $2,504,461$2,504,461
IX-9 Other employee benefitsPrograms $161,516$161,516
IX-10 Payroll taxesPrograms $388,129 · Management $4,747$392,876
IX-11c Accounting feesManagement $49,600$49,600
IX-11g Other fees for servicesPrograms $787,020$787,020
IX-12 Advertising and promotionPrograms $11,695$11,695
IX-13 Office expensesPrograms $47,609$47,609
IX-14 Information technologyPrograms $172,816 · Management $19,202$192,018
IX-16 OccupancyPrograms $714,879 · Management $37,625$752,504
IX-17 TravelPrograms $7,136$7,136
IX-19 Conferences, conventions and meetingsPrograms $1,520$1,520
IX-22 Depreciation, depletion and amortizationPrograms $14,833$14,833
IX-23 InsurancePrograms $314,194 · Management $13,776$327,970
IX-24 Other expenses (24a–d)Programs $919,868$919,868
IX-24e All other expensesPrograms $182,656$182,656
IX-25 Total functional expensesPrograms $6,238,237 · Management $164,569 · Fundraising $0$6,402,806
Part X · Balance sheet $1,176,830 assets, 12 lines filed
Asset lines not itemized here account for $88,514; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $213,937$531,788
X-4 Accounts receivableStart of year $290,608$149,516
X-9 Prepaid expenses and deferred chargesStart of year $11,808$17,056
X-10c Land, buildings and equipment, netStart of year $53,451$132,730
X-15 Other assetsStart of year $303,693$257,226
X-16 Total assetsStart of year $873,497$1,176,830
X-17 Accounts payable and accrued expensesStart of year $1,779,523$1,150,368
X-24 Unsecured notes and loans payableStart of year $0$558,200
X-26 Total liabilitiesStart of year $1,779,523$1,708,568
X-27 Net assets without donor restrictionsStart of year −$906,026−$531,738
X-32 Total net assets or fund balancesStart of year −$906,026−$531,738
X-33 Total liabilities and net assetsStart of year $873,497$1,176,830
Part XI · Reconciliation of net assets −$531,738 net assets at year end
XI-1 Total revenue$6,777,094
XI-2 Total expenses$6,402,806
XI-3 Revenue less expenses$374,288
XI-4 Net assets at start of year−$906,026
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$531,738

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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