Welsh Mountain Home provides facilities, services, and programs for older adults and dependent persons. IT is committed to maintaining an atmosphere of simplicity and integrity with a christian emphasis.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $305K a year · 16% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
2 mo
of spending, in cash
Plus $821K in investments, Pt X · Ln 11–13
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $71K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$222K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+13% vs prior year
Spent
$1.5M
To programs
74%
Net assets
$3.3M
By yearFY2020–FY2025
Revenue
$1.5M
FY2021▲ +13%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$2.0M
FY2023$2.3M
FY2024$2.5M
FY2025$1.8M
Expenses
$1.5M
FY2021▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.6M
FY2023$1.6M
FY2024$1.7M
FY2025$1.8M
Net assets
$3.3M
FY2021-0.2%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.3M
FY2021$3.3M
FY2022$3.7M
FY2023$4.4M
FY2024$5.2M
FY2025$5.2M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1996.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $1.1M Management & general 26% · $394K

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

12 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$0Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Welsh Mountain Home 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

Offers personal care and housing for the elderly and mentally challenged.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2020
01

Welsh mountain home provides personal care and housing in a christian environment for approximately 49 residents. Occupancy was maintained at 94% with a payor mix of 35% private pay and 65% subsidized.

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 4 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$951K
Gifts and grantsLn 1h$476K
Other incomeLn 4–11$78K
Money outPt IX
$1.5M
Ln 25
Programscol B$1.1M
Managementcol C$394K
Owns and owesPt X
$3.3M
net assets · Ln 32
Cash and savingsLn 1–2$298K
Total assetsLn 16$3.6M
LiabilitiesLn 26$222K
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$476K
Government grantsLn 1e$102K
Fundraising eventsLn 1c$32K
Fees for servicesLn 2g$951K
Investment incomeLn 3$35K
Other incomeLn 4–11$78K
Gains on assetsLn 7−$7K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$295K
Cash and savings togetherLn 1–2$298K
InvestmentsLn 11–13$821K
Land, buildings, equipmentLn 10c$2.4M
Other assetsLn 15$1K
Total assetsLn 16$3.6M
LiabilitiesLn 26$222K
Net assetsLn 32$3.3M
OperationsPt I, VI
EmployeesI 537
VolunteersI 68
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$167K$298K
InvestmentsLn 11–13$782K$821K
Land, buildings, equipmentLn 10c$2.5M$2.4M
Total assetsLn 16$3.4M$3.6M
LiabilitiesLn 26$92K$222K
Net assetsLn 32$3.3M$3.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$656K$552K$104K
Pension plan contributionsLn 8$20K$17K$3K
Other employee benefitsLn 9$55K$41K$14K
Payroll taxesLn 10$65K$57K$8K
Management feesLn 11a$162K$162K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$3K$3K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$62K$50K$12K
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$160K$113K$47K
Information technologyLn 14$5K$5K
OccupancyLn 16$111K$111K
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$1K$1K
Depreciation, depletion and amortizationLn 22$159K$159K
InsuranceLn 23$40K$40K
Other expenses (24a–d)Ln 24$30K$7K$23K
All other expensesLn 24e$371$371
Total functional expensesLn 25$1.5M$1.1M$394K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.8M$1.8M$3K$5.2M 990 PDF
FY2024 $2.5M$1.7M$826K$5.2M 990 PDF
FY2023 $2.3M$1.6M$673K$4.4M 990 PDF
FY2022 $2.0M$1.6M$395K$3.7M 990 PDF
FY2021 Viewing $1.5M$1.5M−$2K$3.3M 990 PDF
FY2020 $1.4M$1.4M−$66K$3.3M 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 FY2021 990 (6 parts)
Part I · Summary $1,540,696 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $280,731$476,472
I-9 Program service revenuePrior year $1,023,211$951,120
I-10 Investment incomePrior year −$1,716$35,239
I-11 Other revenuePrior year $57,566$77,865
I-12 Total revenuePrior year $1,359,792$1,540,696
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 $736,757$796,301
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $688,851$746,620
I-18 Total expensesPrior year $1,425,608$1,542,921
I-19 Revenue less expensesPrior year −$65,816−$2,225
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
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 $1,540,696 across 10 lines filed
Lines not itemized here account for $2,123 of total revenue; see the IRS return.
VIII-1c Fundraising events$31,517
VIII-1e Government grants$101,707
VIII-1f All other contributions, gifts and grants$343,248
VIII-1h Total contributions, gifts and grants$476,472
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $951,120$951,120
VIII-3 Investment incomeExcluded from tax $42,331$42,331
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$7,092−$7,092
VIII-8 Net income from fundraising eventsExcluded from tax −$2,867−$2,867
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $78,609$78,609
VIII-12 Total revenueRelated to mission $951,120 · Unrelated business $0 · Excluded from tax $113,104$1,540,696
Part IX · Statement of functional expenses $1,542,921 across 19 lines filed
IX-7 Other salaries and wagesPrograms $552,000 · Management $103,834$655,834
IX-8 Pension plan contributionsPrograms $16,764 · Management $3,153$19,917
IX-9 Other employee benefitsPrograms $40,980 · Management $14,262$55,242
IX-10 Payroll taxesPrograms $57,354 · Management $7,954$65,308
IX-11a Management feesManagement $162,389$162,389
IX-11b Legal feesManagement $2,198$2,198
IX-11c Accounting feesManagement $2,880$2,880
IX-11f Investment management feesManagement $1,690$1,690
IX-11g Other fees for servicesPrograms $49,609 · Management $12,215$61,824
IX-12 Advertising and promotionManagement $7,030$7,030
IX-13 Office expensesPrograms $112,901 · Management $46,779$159,680
IX-14 Information technologyManagement $5,464$5,464
IX-16 OccupancyPrograms $111,215$111,215
IX-17 TravelPrograms $2,762$2,762
IX-19 Conferences, conventions and meetingsManagement $1,049$1,049
IX-22 Depreciation, depletion and amortizationPrograms $158,618$158,618
IX-23 InsurancePrograms $39,794$39,794
IX-24 Other expenses (24a–d)Programs $6,686 · Management $22,970$29,656
IX-24e All other expensesManagement $371$371
IX-25 Total functional expensesPrograms $1,148,683 · Management $394,238 · Fundraising $0$1,542,921
Part X · Balance sheet $3,555,570 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $3,490$2,339
X-2 Savings and temporary cash investmentsStart of year $163,832$295,373
X-4 Accounts receivableStart of year $3,027$1,493
X-9 Prepaid expenses and deferred chargesStart of year $17,937$25,979
X-10c Land, buildings and equipment, netStart of year $2,459,418$2,408,002
X-11 Publicly traded securitiesStart of year $152,101$191,005
X-13 Program-related investmentsStart of year $629,959$629,952
X-15 Other assetsStart of year $1,427$1,427
X-16 Total assetsStart of year $3,431,191$3,555,570
X-17 Accounts payable and accrued expensesStart of year $87,791$83,112
X-24 Unsecured notes and loans payable$138,670
X-25 Other liabilitiesStart of year $4,502$49
X-26 Total liabilitiesStart of year $92,293$221,831
X-27 Net assets without donor restrictionsStart of year $3,338,898$3,308,739
X-28 Net assets with donor restrictions$25,000
X-32 Total net assets or fund balancesStart of year $3,338,898$3,333,739
X-33 Total liabilities and net assetsStart of year $3,431,191$3,555,570
Part XI · Reconciliation of net assets $3,333,739 net assets at year end
XI-1 Total revenue$1,540,696
XI-2 Total expenses$1,542,921
XI-3 Revenue less expenses−$2,225
XI-4 Net assets at start of year$3,338,898
XI-5 Net unrealized gains (losses) on investments−$2,934
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,333,739

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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