WELSH MOUNTAIN HOME

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

MONA FREY

Phone

7173559522

Tax Period

2023-07-01 to 2024-06-30

WELSH MOUNTAIN HOME, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $826K, a strong 33% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $1,361,789 Revenue: $887,418

WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 31 PEOPLE AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR NEARLY 100 YEARS ON A 50-ACRE RURAL CAMPUS...

WMH OPERATES A PERSONAL CARE HOME IN A CHRISTIAN ENVIRONMENT. WMH IS HOME TO 31 PEOPLE AND HAS BEEN PROVIDING AFFORDABLE CARE TO THE AGING POPULATION FOR NEARLY 100 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. IN 2024, CHARITY CARE, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, TOTALED $692,041.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,437,485

Program Service Revenue $887,418

Investment Income $76,106

Other Revenue $97,144

TOTAL REVENUE $2,498,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $916,768

Fundraising Expenses $0

Program Expenses $1,361,789

Other Expenses $755,865

TOTAL EXPENSES $1,672,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,498,153	$2,273,758	+0.1%
Expenses	$1,672,633	$1,600,865	+0.0%
Net Income	$825,520	$672,893	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$362,476

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAMAR BENNER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MATTHEW MARTIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
HELEN HERSHEY	SECRETARY	1.00	Officer Director	$0	$0	$0
MELISSA SARNOCINSKI	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD BUCKWALTER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN EBY	BOARD MEMBER (UNTIL 11/23)	1.00	Director	$0	$0	$0
MARY ELLEN GROFF	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
VERNON MUSSER	BOARD MEMBER	1.00	Director	$0	$0	$0
MONA FREY	EXECUTIVE DIRECTOR	40.00	Officer	$0	$15,261	$108,550
COREY HAMILTON	VP OF FINANCE/CFO	1.00	Officer	$0	$31,886	$253,926

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$2,498,153	$1,672,633	$5,699,251	$825,520
2023	$2,273,758	$1,600,865	$4,722,045	$672,893
2022	$1,954,756	$1,559,784	$3,813,217	$394,972
2021	$1,540,696	$1,542,921	$3,555,570	$-2,225
2020	$1,359,792	$1,425,608	$3,431,191	$-65,816
2019	$1,210,878	$1,380,136	$3,506,111	$-169,258
2018	$1,182,142	$1,363,946	$3,645,006	$-181,804