Nonprofit · EIN 31-1520863
MON ELDER SERVICES INC
Also known as VILLAGE AT HERITAGE POINT
Tax-exempt · MORGANTOWN, WV 26505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,092,283 | $6,381,195 | $711,088 | $44,549,489 | $24,283,446 | $20,266,043 |
| December 31, 2023 | 990 | $7,142,138 | $6,627,570 | $514,568 | $40,597,230 | $22,552,983 | $18,044,247 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,368,394
- Investment income
- $683,993
- Net gain from sales of assets
- $47,353
- Other revenue
- $39,896
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,787,643
- Salaries, compensation and benefits (total)
- $3,277,580
- Professional fundraising fees
- $0
- Occupancy
- $348,902
- Travel
- $5,072
- Depreciation
- $880,944
- Program services (functional)
- $4,535,553
- Management and general (functional)
- $1,845,642
Balance sheet and other
- Total assets, start of year
- $40,597,230
- Total assets, end of year
- $44,549,489
- Total liabilities, end of year
- $24,283,446
- Net assets, end of year
- $20,266,043
- Land, buildings and equipment
- $18,537,054
- Publicly traded securities
- $22,782,402
- Net assets without donor restrictions
- $20,266,043
- Gross receipts
- $7,156,914
- Employees
- 65
- Volunteers
- 12
- Year formed
- 1997
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID L RAMSEY | DIRECTOR & VANDALIA CEO Trustee or director | 1 | $0 | $1,926,954 | $131,607 |
| DAVID GOLDBERG | DIRECTOR & MHS CEO Trustee or director, Officer | 1 | $0 | $996,584 | $51,139 |
| JEANETTE LANCASTER | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $40,992 | $95,547 | $19,844 |
| ED BOYLE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN LAW CPA | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY MCNEILL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREGORY CUNNINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HUGH HITCHCOCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN KABLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK JOHNSON MD | DIRECTOR (END 05/24) Trustee or director | 1 | $0 | $0 | $0 |
| MIKE MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NATALIE STONE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RODNEY BEAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RONALD G STOVASH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN CAPELLE MD | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM HARTMAN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID L RAMSEY | DIRECTOR & VANDALIA CEO Trustee or director | 1 | $0 | $1,993,785 | $166,947 |
| DAVID GOLDBERG | DIRECTOR & MHS CEO Trustee or director, Officer | 1 | $0 | $853,663 | $36,373 |
| JEANETTE LANCASTER | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $134,404 | $0 | $13,276 |
| WILMA STERNTHAL | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $136,349 | $0 | $4,322 |
| ED BOYLE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN LAW CPA | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHY MCNEILL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOBBIE CONKLIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY CUNNINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK JOHNSON MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE MORRIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NATALIE STONE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RAY THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RODNEY BEAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RONALD G STOVASH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRY SHAFFER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 J D ANDERSON DR, MORGANTOWN, WV 26505-3494
- In care of
- % THOMAS SENKER
- Principal officer (990 for 2024)
- DAVID S GOLDBERG, 1200 JD ANDERSON DRIVE, MORGANTOWN, WV 26505
- Signed the 990
- JEFF SANDENE, EXECUTIVE VP AND CFO
- Phone
- (304) 598-1242
- Return prepared by
- DELOITTE TAX LLP
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.
Program accomplishments
- CONTINUING CARE RETIREMENT VILLAGE CONSISTING OF 90 INDEPENDENT LIVING APARTMENTS, 40 ASSISTED LIVING UNITS, AND COMMON SUPPORT AREAS ON 11 ACRES.Expenses $4,535,553 · revenue $6,406,872
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1520863
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $44,549,489
- Income (IRS master file)
- $7,156,914
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,092,283 | $6,381,195 | $44,549,489 | IRS |
| 990 | December 2023 | $7,142,138 | $6,627,570 | $40,597,230 | XML |
| 990 | December 2022 | $3,159,505 | $3,205,358 | $38,940,579 | IRS |
| 990 | June 2022 | $6,415,154 | $6,523,250 | $32,374,549 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1520863).
Questions about MON ELDER SERVICES INC
- What is the EIN of MON ELDER SERVICES INC?
- The employer identification number (EIN) of MON ELDER SERVICES INC is 31-1520863.
- Is MON ELDER SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MON ELDER SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MON ELDER SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MON ELDER SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MON ELDER SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MON ELDER SERVICES INC?
- The 990 for the year ended December 31, 2024 names DAVID S GOLDBERG.
- Who are the officers and directors of MON ELDER SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 1 received compensation from the organization.
- How much revenue does MON ELDER SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,092,283, expenses of $6,381,195 and total assets of $44,549,489 at year end.
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