WELCOME HOME FOUNDATION

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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

2017

Legal Domicile

Principal Officer

HALEY GRAU

Phone

8644311623

Tax Period

2023-01-01 to 2023-12-31

WELCOME HOME FOUNDATION, founded in 2017, is a micro nonprofit in the Human Services sector that reported $51K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9K, a strong 18% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO USE TALENTS AND RESOURCES TO BETTER THE LIVES OF INDIVIDUALS AND FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $40,420

USE TALENTS AND RESOURCES TO BETTER THE LIVES OF INDIVIDUALS AND FAMILIES.

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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 $50,856

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $50,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $446

Program Expenses $40,420

Other Expenses $41,868

TOTAL EXPENSES $41,868

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,856	$86,390	-0.4%
Expenses	$41,868	$68,627	-0.4%
Net Income	$8,988	$17,763	-0.5%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW GRAU	CHAIRMAN/DIR	1.00	Officer Director	$0	$0	$0
ANNA TAYLOR	SECRETARY/DI	1.00	Officer Director	$0	$0	$0
CAITLYN TURNER	DIRECTOR	1.00	Director	$0	$0	$0
HALEY GRAU	EXECUTIVE DI	5.00	Officer 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	No data	No data	No data	No data
2023	$50,856	$41,868	$497,069	$8,988
2022	$86,390	$68,627	$488,081	$17,763
2021	$492,301	$23,363	$470,318	$468,938