MONONGALIA HEALTH SYSTEM INC Charity Report

Public IRS 990 nonprofit record

MONONGALIA HEALTH SYSTEM INC

EIN 55-0621551 · Health Care (E210)

What they do

to PROVIDE MANAGEMENT, PLANNING, DEVELOPMENT, COORDINATION, and OTHER ACTIVITIES RELATED to THE PROMOTION of HEALTH CARE WITHIN THE SYSTEMS SERVICE AREA.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $52.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

58.23%of revenue went to mission work52.9% of expenses · Program services

$110.04spent for every $100 of revenueSpending was higher than revenue this year.

51.81%of revenue went to management and office costs47.1% of expenses

$1.74in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $5,886,593 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $514,825 for DAVID GOLDBERG (DIRECTOR & MHS CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$58,655,865

Mission workProgram services$34,152,83658.23% of revenue52.9% of expenses

ManagementOffice and general costs$30,389,62251.81% of revenue47.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$64,542,458110.04% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 52.9% mission · 47.1% management · 0.0% fundraisingTotal expenses: 110.04% of revenue

2023Expense mix: 69.7% mission · 30.3% management · 0.0% fundraisingTotal expenses: 101.21% of revenue

2022Expense mix: 72.6% mission · 27.4% management · 0.0% fundraisingTotal expenses: 106.07% of revenue

2021Expense mix: 67.9% mission · 32.1% management · 0.0% fundraisingTotal expenses: 108.53% of revenue

2020Expense mix: 71.2% mission · 28.8% management · 0.0% fundraisingTotal expenses: 105.69% of revenue

2019Expense mix: 83.9% mission · 16.1% management · 0.0% fundraisingTotal expenses: 112.97% of revenue

2018Expense mix: 88.8% mission · 11.2% management · 0.0% fundraisingTotal expenses: 85.66% of revenue

2017Expense mix: 87.1% mission · 12.9% management · 0.0% fundraisingTotal expenses: 103.54% of revenue

Money in and money out

Revenue$58,655,865

Expenses$64,542,458

Annual shortfall $5,886,593 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$34,152,836 · 52.9% of expenses

Management and office costs$30,389,622 · 47.1% of expenses

See all reported dollar amounts

Revenue$58,655,865

Expenses$64,542,458

Assets$112,468,301

Income$58,658,008

Contributions$9,788

Mission work (program services)$34,152,836

Management and general$30,389,622

Executive compensation (total)$1,308,978

Stocks and bonds$2,975,653

Investing fees$35,202

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID GOLDBERGDIRECTOR & MHS CEO · 40 hrs/week $514,825Base $463,686 · Other $51,139

JEFF SANDENECFO · 5 hrs/week $250,403Base · Other $250,403

KRYSTAL ATKINSONCAO/CNO · 50 hrs/week $241,928Base $183,623 · Other $58,305

KEVIN STALNAKERCAO · 1 hrs/week $180,005Base $126,828 · Other $53,177

KATHERINE DAVISONCHRO · 50 hrs/week $175,174Base $137,787 · Other $37,387

RICK SCHERICHVP FINANCE · 30 hrs/week $159,397Base $108,543 · Other $50,854

MELISSA LOCKWOODCAO/PRESTON · 10 hrs/week $154,519Base $127,892 · Other $26,627

KAREN FRIGGENSFORMER OFFICER (END 12/23) $145,612Base $112,817 · Other $32,795

KEVIN GESSLERVP FINANCE · 10 hrs/week $145,034Base $123,519 · Other $21,515

DAVID L RAMSEYDIRECTOR & VANDALIA CEO · 1 hrs/week $131,607Base · Other $131,607

JENNIFER NESTORFORMER OFFICER (END 12/23) · 10 hrs/week $65,943Base $55,164 · Other $10,779

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

DAVID GOLDBERGDIRECTOR & MHS CEO

JEFF SANDENECFO

KRYSTAL ATKINSONCAO/CNO

KEVIN STALNAKERCAO

KATHERINE DAVISONCHRO

RICK SCHERICHVP FINANCE

MELISSA LOCKWOODCAO/PRESTON

KAREN FRIGGENSFORMER OFFICER (END 12/23)

KEVIN GESSLERVP FINANCE

DAVID L RAMSEYDIRECTOR & VANDALIA CEO

JENNIFER NESTORFORMER OFFICER (END 12/23)

JOHN LAW CPASECRETARY/TREASURER

KATHY MCNEILLVICE CHAIR

JOHN KABLERDIRECTOR

HUGH HITCHCOCKDIRECTOR

MARK JOHNSON MDDIRECTOR (END 05/24)

GREGORY CUNNINGHAMDIRECTOR

MIKE MORRISDIRECTOR

NATALIE STONEDIRECTOR

RAY THOMPSONDIRECTOR

ED BOYLECHAIRMAN

RODNEY BEANDIRECTOR

RONALD G STOVASHDIRECTOR

SUSAN CAPELLE MDDIRECTOR

WILLIAM HARTMANDIRECTOR

About this charity

Recognized since: January 1983
Location: 1200 J D ANDERSON DR, MORGANTOWN, WV 26505-3494
County: Monongalia
In care of: JEFF SANDENE
Primary officer: JEFF SANDENE, EXECUTIVE VP AND CFO

How to reach them

WebsiteVisit the charity’s website Phone(304) 598-1242

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: DELOITTE TAX LLP
NTEE classification: Health Care (E210)
IRS tax category: General Medical and Surgical Hospitals