Welcome Home Montrose Inc

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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

2011

Legal Domicile

Principal Officer

Randy Havens

Phone

9707652210

Tax Period

2024-01-01 to 2024-12-31

Welcome Home Montrose Inc, founded in 2011, is a small nonprofit in the Human Services sector that reported $229K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $222K left a modest 3% surplus.

Mission

Continue to help veterans and their families find their way back to civilian life by providing assistance for food insecurities, housing, and mental health issues through diversity and inclusion.

Program Service Accomplishments

Program 1

Expenses: $37,181 Revenue: $63,436

Fundraising - includes a golf tournament, Veterans Day and Memorial Day events, the Blue Jean Ball, concert and numerous outreach opportunities throughout the community as we tag onto their events...

Fundraising - includes a golf tournament, Veterans Day and Memorial Day events, the Blue Jean Ball, concert and numerous outreach opportunities throughout the community as we tag onto their events. We take any and all opportunites to get our name out in front of the Western Slope community.

Program 2

Expenses: $22,330 Revenue: $15,608

Programs - include weekly coffee events, spouses group therapy sessions, spouses luncheons, and a safe place to gather for social events. Veterans drop by to do puzzles, talk to other veterans, and get help with making sure that they have access to all benefits afford to them. The building, purchased in 2018, has been a central hub for all veterans to get access to any help that they cant access themselves. The programs implimented are a central part of this outreach process. This also prevents isolation.

Program 3

Expenses: $9,345 Revenue: $0

Provide financial support to veterans and their families in the areas of housing, food & clothing. This is done through specific grants received.

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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 (2024)

Revenue Breakdown

Contributions & Grants $185,633

Program Service Revenue $20,950

Investment Income $68

Other Revenue $22,491

TOTAL REVENUE $229,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,961

Fundraising Expenses $55,389

Program Expenses $119,810

Other Expenses $120,234

TOTAL EXPENSES $221,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,142	$202,277	+0.1%
Expenses	$221,509	$260,801	-0.2%
Net Income	$7,633	$-58,524	-1.1%

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

Total Directors

Key Employees

$43,575

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randy Havens	Presiden & Board Member	0.00	Director	$0	$0	$0
J Michael Trickey	Board Member	15.00	Director	$0	$0	$0
April Heard	Executive Director	40.00	Highest	$41,500	$0	$41,500
Amy Eifling	Volunteer Coordinator	40.00	Key Emp	$16,800	$0	$16,800
Ann Lindsey	Accountant	4.00	Key Emp	$0	$0	$0
Liane Waters	Treasurer	4.00	Officer Director	$0	$0	$0
Kellie Green	Secretary	40.00	Key Emp	$26,775	$0	$26,775
Bryan Hartwig	Board Member	4.00	Director	$0	$0	$0
Rick Bressett	Vice President	4.00	Officer Director	$0	$0	$0
Jesse Bailey	Board Memeber	4.00	Director	$0	$0	$0
Chere Fisher	Secretary	4.00	Director	$0	$0	$0

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
2024	$229,142	$221,509	$717,378	$7,633
2023	$202,277	$260,801	$718,162	$-58,524
2022	$290,324	$273,019	$784,856	$17,305
2021	$236,172	$202,732	$775,074	$33,440
2020	$220,388	$220,357	$747,982	$31
2019	$222,002	$364,865	$751,470	$-142,863
2018	$592,406	$399,248	$784,832	$193,158