Welcoming Home (EIN 923676407) - Form 990 Financial Analysis & Trantor Score

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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

2023

Legal Domicile

Principal Officer

Marsha Roberts

Phone

4154828888

Tax Period

2025-01-01 to 2025-12-31

Welcoming Home, founded in 2023, is a small nonprofit in the Human Services sector that reported $460K in total revenue in fiscal year 2025. Expenses of $535K exceeded revenue, resulting in a 16% operating deficit.

Mission

Welcoming Home helps individuals and families who are transitioning out of homelessness and poverty by fully furnishing and equipping their new homes while engaging the local community in donating gently-used furnishings and keeping good furniture out of landfills.

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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 (2025)

Revenue Breakdown

Contributions & Grants $459,609

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $459,609

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,095

Fundraising Expenses $56,041

Program Expenses $390,641

Other Expenses $349,528

TOTAL EXPENSES $534,623

Year-over-Year Comparison

	2025	2024	Change
Revenue	$459,609	$465,368	0.0%
Expenses	$534,623	$422,464	+0.3%
Net Income	$-75,014	$42,904	-2.7%

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

$32,294

Total Directors

$32,294

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Dunn	Treasurer	12.00	Officer Director	$32,294	$0	$32,294
Greg Hansen	Chairman	20.00	Officer Director	$0	$0	$0
Marsha Roberts	President	40.00	Officer Director	$0	$0	$0
Rebecca Garewal	Director	1.00	Director	$0	$0	$0
James Waite	Director	1.00	Director	$0	$0	$0
Jessica Jackson	Director	1.00	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
2025	$459,609	$534,623	$47,384	$-75,014
2024	$465,368	$422,464	$116,586	$42,904

Welcoming Home