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.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
4 mo
of spending, in cash
Plus $1.7M in investments, Pt X · Ln 11–13
Looks good: 3.9 months of spending in cash; 3 or more.
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
$325K
7% of total assets
Looks good: liabilities are 7% 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
$2.3M
+16% vs prior year
Spent
$1.6M
To programs
82%
Net assets
$4.4M
By yearFY2020–FY2025
Revenue
$2.3M
FY2023▲ +16%
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
$1.6M
FY2023▲ +3%
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
$4.4M
FY2023▲ +18%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

82 cents of each dollar spent went to programs.

Program services 82% · $1.3M Management & general 18% · $284K

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 (FY2022); the FY2023 filing did not itemize Part VII
Chairman
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$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 · $1.3M · in their own filed words · FY2022
01

WMH operates a personal care home in a christian environment. WMH is home to 40 persons and has been providing affordable care to the aging population for over 90 years on a 50 acre rural campus. WMH provides charity care to residents who meet certain criteria without charge or at amounts less than established rates.

$1.3Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$2.3M
Ln 12
Gifts and grantsLn 1h$1.3M
Fees for servicesLn 2g$998K
Investment incomeLn 3$22K
Money outPt IX
$1.6M
Ln 25
Programscol B$1.3M
Managementcol C$284K
Owns and owesPt X
$4.4M
net assets · Ln 32
Cash and savingsLn 1–2$522K
Total assetsLn 16$4.7M
LiabilitiesLn 26$325K
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$1.3M
Government grantsLn 1e$29K
Fundraising eventsLn 1c$35K
Fees for servicesLn 2g$998K
Investment incomeLn 3$22K
Other incomeLn 4–11$19K
Gains on assetsLn 7−$74K
Total revenueLn 12$2.3M
Assets in detailPt X, end of year
CashLn 1$12K
SavingsLn 2$510K
Cash and savings togetherLn 1–2$522K
InvestmentsLn 11–13$1.7M
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$91
Total assetsLn 16$4.7M
LiabilitiesLn 26$325K
Net assetsLn 32$4.4M
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 FY23End FY23
Cash and savingsLn 1–2$546K$522K
InvestmentsLn 11–13$801K$1.7M
Land, buildings, equipmentLn 10c$2.4M$2.3M
Total assetsLn 16$3.8M$4.7M
LiabilitiesLn 26$89K$325K
Net assetsLn 32$3.7M$4.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$717K$665K$52K
Pension plan contributionsLn 8$13K$12K$917
Other employee benefitsLn 9$95K$86K$9K
Payroll taxesLn 10$69K$65K$4K
Management feesLn 11a$158K$158K
Legal feesLn 11b$308$308
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$43K$29K$14K
Office expensesLn 13$141K$133K$8K
Information technologyLn 14$4K$4K
OccupancyLn 16$112K$112K
TravelLn 17$4K$4K$429
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$162K$162K
InsuranceLn 23$41K$41K
Other expenses (24a–d)Ln 24$32K$7K$25K
All other expensesLn 24e$2K$755$1K
Total functional expensesLn 25$1.6M$1.3M$284K$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 Viewing $2.3M$1.6M$673K$4.4M 990 PDF
FY2022 $2.0M$1.6M$395K$3.7M 990 PDF
FY2021 $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 FY2023 990 (6 parts)
Part I · Summary $2,273,758 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $880,221$1,257,130
I-9 Program service revenuePrior year $1,053,089$997,950
I-10 Investment incomePrior year −$16,294−$51,699
I-11 Other revenuePrior year $37,740$70,377
I-12 Total revenuePrior year $1,954,756$2,273,758
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 $828,975$893,362
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $730,809$707,503
I-18 Total expensesPrior year $1,559,784$1,600,865
I-19 Revenue less expensesPrior year $394,972$672,893
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 $2,273,758 across 10 lines filed
Lines not itemized here account for $2,163 of total revenue; see the IRS return.
VIII-1c Fundraising events$35,045
VIII-1e Government grants$28,501
VIII-1f All other contributions, gifts and grants$1,193,584
VIII-1h Total contributions, gifts and grants$1,257,130
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $997,950$997,950
VIII-3 Investment incomeExcluded from tax $21,890$21,890
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$73,589−$73,589
VIII-8 Net income from fundraising eventsExcluded from tax $356$356
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $67,858$67,858
VIII-12 Total revenueRelated to mission $997,950 · Unrelated business $0 · Excluded from tax $18,678$2,273,758
Part IX · Statement of functional expenses $1,600,865 across 18 lines filed
IX-7 Other salaries and wagesPrograms $665,108 · Management $51,578$716,686
IX-8 Pension plan contributionsPrograms $11,819 · Management $917$12,736
IX-9 Other employee benefitsPrograms $86,073 · Management $8,820$94,893
IX-10 Payroll taxesPrograms $65,012 · Management $4,035$69,047
IX-11a Management feesManagement $158,171$158,171
IX-11b Legal feesManagement $308$308
IX-11c Accounting feesManagement $5,004$5,004
IX-11f Investment management feesManagement $1,705$1,705
IX-11g Other fees for servicesPrograms $29,068 · Management $14,145$43,213
IX-13 Office expensesPrograms $133,076 · Management $8,155$141,231
IX-14 Information technologyManagement $3,703$3,703
IX-16 OccupancyPrograms $111,832$111,832
IX-17 TravelPrograms $3,790 · Management $429$4,219
IX-19 Conferences, conventions and meetingsManagement $1,579$1,579
IX-22 Depreciation, depletion and amortizationPrograms $161,594$161,594
IX-23 InsurancePrograms $41,275$41,275
IX-24 Other expenses (24a–d)Programs $7,176 · Management $24,527$31,703
IX-24e All other expensesPrograms $755 · Management $1,211$1,966
IX-25 Total functional expensesPrograms $1,316,578 · Management $284,287 · Fundraising $0$1,600,865
Part X · Balance sheet $4,722,045 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $250,600$11,550
X-2 Savings and temporary cash investmentsStart of year $295,078$510,457
X-3 Pledges and grants receivableStart of year $27,876$121,681
X-4 Accounts receivableStart of year $18,625$5
X-9 Prepaid expenses and deferred chargesStart of year $53,768$16,817
X-10c Land, buildings and equipment, netStart of year $2,365,951$2,347,466
X-11 Publicly traded securitiesStart of year $171,284$1,084,042
X-13 Program-related investmentsStart of year $629,944$629,936
X-15 Other assetsStart of year $91$91
X-16 Total assetsStart of year $3,813,217$4,722,045
X-17 Accounts payable and accrued expensesStart of year $85,266$54,831
X-25 Other liabilitiesStart of year $3,939$269,769
X-26 Total liabilitiesStart of year $89,205$324,600
X-27 Net assets without donor restrictionsStart of year $3,431,570$3,256,429
X-28 Net assets with donor restrictionsStart of year $292,442$1,141,016
X-32 Total net assets or fund balancesStart of year $3,724,012$4,397,445
X-33 Total liabilities and net assetsStart of year $3,813,217$4,722,045
Part XI · Reconciliation of net assets $4,397,445 net assets at year end
XI-1 Total revenue$2,273,758
XI-2 Total expenses$1,600,865
XI-3 Revenue less expenses$672,893
XI-4 Net assets at start of year$3,724,012
XI-5 Net unrealized gains (losses) on investments$540
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,397,445

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

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