Totals
- Total revenue
- $31,238,827
- Total expenses
- $30,430,392
- Contributions and grants received
- $124,396
- Grants paid
- $0
- Program service revenue
- $30,429,968
- Investment income
- $623,485
- Other revenue
- $60,978
- Total assets, end of year
- $96,126,219
- Total liabilities, end of year
- $1,195,206
- Net assets or fund balances, end of year
- $94,931,013
- Program services expenses (Part IX)
- $28,095,500
- Management and general expenses
- $2,334,892
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $28,095,500
Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$124,396
-
1g · Noncash contributions included above
$94,838
-
2a · Program service revenue: NET RESIDENT REVENUE
total $30,429,968 · related or exempt $30,429,968
-
3 · Investment income
total $662,583 · excluded $662,583
-
7a · Gross sales of assets other than inventory
securities $124
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $39,222
-
7c · Gain or loss
securities $124 · other assets -$39,222
-
7d · Net gain or loss
total -$39,098 · excluded -$39,098
-
11a · Other revenue: MISCELLANEOUS INCOME
total $47,043 · related or exempt $47,043
-
11b · Other revenue: FOOD SERVICE INCOME
total $13,935 · related or exempt $13,935
-
11e · Other revenue, total
$60,978
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $388,778 · management and general $388,778
-
7 · Other salaries and wages
total $14,114,907 · program services $13,551,692 · management and general $563,215
-
8 · Pension plan contributions
total $428,402 · program services $428,402
-
9 · Other employee benefits
total $3,362,498 · program services $3,362,498
-
10 · Payroll taxes
total $1,049,924 · program services $1,049,924
-
11b · Fees: legal
total $203,317 · management and general $203,317
-
11f · Fees: investment management
total $6,256 · management and general $6,256
-
11g · Fees: other
total $2,191,724 · program services $1,369,145 · management and general $822,579
-
12 · Advertising and promotion
total $108,503 · program services $88,640 · management and general $19,863
-
13 · Office expenses
total $318,913 · program services $260,532 · management and general $58,381
-
16 · Occupancy
total $1,006,958 · program services $943,040 · management and general $63,918
-
17 · Travel
total $43,159 · program services $35,258 · management and general $7,901
-
19 · Conferences, conventions and meetings
total $6,816 · program services $5,568 · management and general $1,248
-
20 · Interest
total $17,285 · program services $6,912 · management and general $10,373
-
22 · Depreciation, depletion and amortization
total $2,010,668 · program services $2,010,668
-
23 · Insurance
total $403,202 · program services $403,202
-
24a · Other expenses: MEDICAL SUPPLIES
total $1,243,214 · program services $1,243,214
-
24b · Other expenses: TAXES
total $1,193,363 · program services $1,193,363
-
24c · Other expenses: DIETARY
total $1,148,805 · program services $1,148,805
-
24d · Other expenses: MISCELLANEOUS EXPENSE
total $451,042 · program services $368,476 · management and general $82,566
-
24e · All other expenses
total $732,658 · program services $626,161 · management and general $106,497
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,650 · end of year $2,650
-
2 · Savings and temporary cash investments
beginning of year $5,911,849 · end of year $5,229,067
-
4 · Accounts receivable
beginning of year $2,820,009 · end of year $3,188,467
-
8 · Inventories for sale or use
beginning of year $398,638 · end of year $296,408
-
9 · Prepaid expenses and deferred charges
beginning of year $252,787 · end of year $319,124
-
10a · Land, buildings and equipment: cost or other basis
$60,557,934
-
10b · Land, buildings and equipment: accumulated depreciation
$31,092,636
-
10c · Land, buildings and equipment, net
beginning of year $28,970,105 · end of year $29,465,298
-
11 · Investments: publicly traded securities
beginning of year $17,598,991 · end of year $18,899,683
-
15 · Other assets
beginning of year $36,263,657 · end of year $38,725,522
-
17 · Accounts payable and accrued expenses
beginning of year $1,365,997 · end of year $916,345
-
23 · Secured mortgages and notes payable
beginning of year $801,128 · end of year $204,855
-
25 · Other liabilities
beginning of year $25,853 · end of year $74,006
-
27 · Net assets without donor restrictions
beginning of year $87,049,200 · end of year $91,954,505
-
28 · Net assets with donor restrictions
beginning of year $2,976,508 · end of year $2,976,508
Mission and programs · 2024
Mission
THE MISSION OF THE WELTY HOME FOR THE AGED, INC. IS TO OWN, OPERATE AND MAINTAIN WITHIN THE CITY OF WHEELING AND ELSEWHERE IN OHIO COUNTY, WEST VIRGINIA, FACILITIES HAVING THE CAPACITY TO PROVIDE A FULL RANGE OF SECONDARY HEALTHCARE SERVICES FOR THE AGED, THE ILL AND THE DISABLED, INCLUDING BUT NOT LIMITED TO, SPECIALTY AND RESTORATIVE HEALTHCARE SERVICES, REHABILITATIVE HEALTHCARE SERVICES, CUSTODIAL CARE SERVICES, SKILLED NURSING SERVICES AND PROGRAMS AND OTHER HEALTH RELATED SERVICES ALL OF WHICH SHALL BE DESIGNED TO PROVIDE CARE FOR MEN AND WOMEN IN A CHRISTIAN, CHARITABLE AND BENEVOLENT MANNER. THE OPERATIONS IN FURTHERANCE OF THE CORPORATION'S CHARITABLE PURPOSES ARE CARRIED OUT BY FOUR LIMITED LIABILITY COMPANIES: 1) GOOD SHEPHERD NURSING HOME, LC; 2) THE WELTY HOME, LC; 3) WELTY RETIREMENT APARTMENTS, LC; AND 4) WELTY HOME REAL ESTATE, LC.
Activities or mission (Part I)
THE CHARITABLE PURPOSES OF THE WELTY HOME FOR THE AGED, INC. ARE TO OWN, OPERATE AND MAINTAIN WITHIN THE CITY OF WHEELING AND ELSEWHERE IN OHIO COUNTY, WEST VIRGINIA, FACILITIES HAVING THE CAPACITY TO PROVIDE A FULL RANGE OF SECONDARY HEALTHCARE SERVICES FOR THE AGED, INCLUDING THOSE ILL AND DISABLED. SUCH SERVICES INCLUDE BUT ARE NOT LIMITED TO, SPECIALTY AND RESTORATIVE HEALTHCARE SERVICES, REHABILITATIVE HEALTHCARE SERVICES, CUSTODIAL CARE SERVICES, SKILLED NURSING SERVICES AND PROGRAMS AND OTHER HEALTH RELATED SERVICES ALL OF WHICH SHALL BE DESIGNED TO PROVIDE CARE FOR MEN AND WOMEN IN A CHRISTIAN, CHARITABLE AND BENEVOLENT MANNER.THE OPERATIONS IN FURTHERANCE OF THE CORPORATION'S CHARITABLE PURPOSES ARE CARRIED OUT BY FOUR LIMITED LIABILITY COMPANIES: 1) GOOD SHEPHERD NURSING HOME, LC; 2) THE WELTY HOME, LC; 3) WELTY RETIREMENT APARTMENTS, LC; AND 4) WELTY HOME REAL ESTATE, LC.
-
GOOD SHEPHERD NURSING HOME, LC (GSNH) IS A 192-BED SKILLED CARE NURSING FACILITY OPERATING AT 159 EDGINGTON LANE, WHEELING, WEST VIRGINIA. GSNH IS THE LARGEST NON-PROFIT SKILLED CARE NURSING FACILITY IN THE STATE OF WEST VIRGINIA AND REMAINS A (RESTRAINT FREE) NURSING HOME. GSNH HAS MAINTAINED ITS REPUTATION AS A QUALITY CARE FACILITY AND CONTINUES TO OPERATE AT THE LOWEST RATE STRUCTURE IN OHIO COUNTY. APPROXIMATELY 58.16% OF ITS 192-BED CAPACITY CONSISTS OF DEPARTMENT OF WELFARE (MEDICAID) PATIENTS. IN SEPTEMBER 2017 GSNH STARTED A SKILLED CARE THERAPY PROGRAM.
Expenses $24,511,010 · Revenue $26,489,303
-
THE WELTY HOME, LC AT 52 WASHINGTON AVE, WHEELING, WEST VIRGINIA CONTINUED TO PROVIDE ASSISTED LIVING CARE AT ITS FACILITY FOR A MAXIMUM OF 52 RESIDENTS IN 52 INDIVIDUAL PRIVATE ROOMS. RATES FOR PRIVATE ROOM, BOARD, LAUNDRY AND NURSING CARE SERVICES ARE PRESENTLY ESTABLISHED AT A PER DIEM RATE FOR THOSE RESIDENTS WITH SUFFICIENT FINANCIAL RESOURCES TO PAY SUCH CHARGES. IF AN APPLICANT OR A RESIDENT IS UNABLE TO PAY THE FULL AMOUNT OF SUCH CHARGES, THE WELTY HOME, LC HAS ADOPTED A CHARITABLE SUBSIDY POLICY TO ASSIST SUCH APPLICANTS OR RESIDENTS. IN 2024, THE WELTY HOME, LC PROVIDED APPROXIMATELY $80,000 OF FINANCIAL ASSISTANCE TO RESIDENTS WHO WERE UNABLE TO PAY THE FULL AMOUNT OF THE REGULAR OCCUPANCY FEES.
Expenses $2,054,392 · Revenue $2,245,044
-
THE WELTY RETIREMENT APARTMENTS CONTINUED TO PROVIDE A HOUSING ALTERNATIVE, WITH INCREASED SECURITY, COMFORT AND SPECIALIZED SERVICES, FOR THE ELDERLY WHO WISH TO BE RELIEVED OF THE BURDEN OF MAINTAINING A FREE STANDING RESIDENCE, BUT WHO DO NOT HAVE A DESIRE OR A NEED FOR CUSTODIAL TYPE OF CARE OFFERED AT THE WELTY HOME, ALLOWING THEM TO LOVE INDEPENDENTLY AND AGE (IN PLACE) TO AVOID THE COMMON SITUATION WHERE THE ELDERLY DECLINE IN PHYSICAL AND EMOTIONAL HEALTH BY BEING ISOLATED IN A SINGLE FAMILY HOME WHICH IS NOT PHYSICALLY SUITED TO THEIR NEEDS AND WHICH THEY ARE PHYSICALLY UNABLE TO MAINTAIN. THE WELTY RETIREMENT APARTMENTS PROVIDE A PROPER RESIDENTIAL ENVIRONMENT FOR THE AGED WITH SPECIAL SUPPORT SERVICES SUCH AS A SECURE BUILDING EQUIPPED WITH FIRE ALARM, SMOKE DETECTION, SPRINKLER SYSTEM, ELEVATOR, CENTRAL CALL SYSTEM, GRAB BARS AND OTHER SPECIALIZED EQUIPMENT AND FACILITIES FOR THE AGED. IN ADDITION, AT NO EXTRA COST, THE WELTY APARTMENTS PROVIDE A LIMITED LEVEL OF MEDICAL SUPERVISION BY A REGISTERED NURSE, 24 HOUR COVERAGE BY PERSONNEL AVAILABLE TO RESPOND TO THE CALL SYSTEM, ALL AT A LOCATION CONVENIENT TO TRANSPORTATION, SHOPPING, HOSPITALS AND CHURCHES. SERVICES ALSO INCLUDE TRANSPORTATION SERVICES, CLEANING SERVICES AND MEAL SERVICES TO THE RESIDENTS OF THE APARTMENTS. IF AN APPLICANT OR A RESIDENT IS UNABLE TO PAY THE FULL AMOUNT OF RENTAL CHARGES, WELTY RETIREMENT APARTMENTS, LC HAS ADOPTED A CHARITABLE SUBSIDY POLICY TO ASSIST SUCH APPLICANTS OR RESIDENTS. THE WELTY RETIREMENT APARTMENTS, LC ALSO CONTINUED TO OPERATE 23 APARTMENTS (THE BRADDOCK APARTMENTS) FOR THE ELDERLY. THE BRADDOCK APARTMENTS CONTINUED TO PROVIDE COST EFFECTIVE HOUSING TO ITS RESIDENTS AS WELL AS EXPANDED SERVICES SUCH AS TRANSPORTATION SERVICES, HOUSECLEANING SERVICES, DIETARY SERVICES AND LIMITED NURSING SERVICES. PRIORITY IN ADMISSION IS GIVEN TO APPLICANTS WHO HAVE A SPOUSE OR OTHER LOVED ONE RESIDING AT GOOD SHEPHERD NURSING HOME. DUE TO THE SUPPORT OF THE DIOCESE OF WHEELING-CHARLESTON AND THE CAPITAL SUPPORT OF THE CLARA WELTY TRUST, THE WELTY HOME FOR THE AGED, INC. HAS BEEN ABLE TO CONTINUE TO EXPAND ITS CHARITABLE MISSION FOR THE AGED OF OHIO COUNTY WEST VIRGINIA WITHOUT INCURRING SUBSTANTIAL DEBT OR OPERATING DEFICITS, WHILE PROVIDING ITS EMPLOYEES WITH GOOD WORKING CONDITIONS, COMPETITIVE WAGES AND ONE OF THE HIGHEST LEVELS OF HEALTH CARE AND OTHER EMPLOYEE BENEFITS IN THE GERIATRIC CARE INDUSTRY IN WEST VIRGINIA.
Expenses $1,525,610 · Revenue $1,756,599
-
WELTY HOME REAL ESTATE, LC IS A REAL ESTATE HOLDING COMPANY WHICH OWNS AN INTEREST IN THE BERTHA WELTY APARTMENTS AT 1315 AND 1325 NATIONAL ROAD, WHEELING, WEST VIRGINIA. WELTY HOME REAL ESTATE, LC CONTINUED TO HOLD THESE PROPERTIES AND MAKE THEM AVAILABLE TO THE WELTY RETIREMENT APARTMENTS, LC, WITHOUT CHARGE, FOR RENTAL PURPOSES. THE BERTHA WELTY APARTMENTS IS A 38-UNIT APARTMENT COMPLEX FOR THE ELDERLY. THE PROJECT WAS COMPLETED AND OPENED FOR OCCUPANCY IN SEPTEMBER OF 2008 AND THE OCCUPANCY RATE WAS IMMEDIATELY 100%.
Expenses $4,488
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Most Rev Mark E BrennanMOST REV MARK E BRENNAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 0.3 related
-
Rev Msgr Robert PetersonREV MSGR ROBERT PETERSON
SECRETARY (UNTIL 09/2024)
- Total calculated
- $0
- Hours/week
- 1 + 0.3 related
-
Rev Dennis SchuelkensREV DENNIS SCHUELKENS
SECRETARY (11/2024)
- Total calculated
- $0
- Hours/week
- 1 + 0.3 related
-
Penn KurtzPENN KURTZ
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 0.3 related
-
Randall ForzanoRANDALL FORZANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Elizabeth F GatesELIZABETH F GATES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Ann KoeglerANN KOEGLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Louise CoullingLOUISE COULLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.3
-
Lawrence E BandiLAWRENCE E BANDI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.3 related
-
Donald R KirschDONALD R KIRSCH
ADMINISTRATOR (UNTIL 2/29/24)
- Total calculated
- $135,339
- From this org
- $130,477
- From related orgs
- $0
- Other
- $4,862
- Hours/week
- 46
-
Morgan MurphyMORGAN MURPHY
ADMINISTRATOR (AS OF 3/1/2024)
- Total calculated
- $253,439
- From this org
- $213,789
- From related orgs
- $0
- Other
- $39,650
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $196,289
- Bonus
- $17,500
- Other
- $0
- Deferred
- $10,476
- Nontaxable benefits
- $29,174
- Filer's total
- $253,439
-
Eleanor RexroadELEANOR REXROAD
ADMINISTRATIVE RN
- Total calculated
- $188,345
- From this org
- $168,172
- From related orgs
- $0
- Other
- $20,173
- Hours/week
- 47
Schedule J breakdown matched by us
- Base
- $152,825
- Bonus
- $15,347
- Other
- $0
- Deferred
- $8,240
- Nontaxable benefits
- $11,933
- Filer's total
- $188,345
-
Deborah MalenaDEBORAH MALENA
NURSE - RN
- Total calculated
- $162,857
- From this org
- $143,037
- From related orgs
- $0
- Other
- $19,820
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $142,706
- Bonus
- $331
- Other
- $0
- Deferred
- $8,582
- Nontaxable benefits
- $11,238
- Filer's total
- $162,857
-
Edith TaylorEDITH TAYLOR
NURSE - RN
- Total calculated
- $153,829
- From this org
- $135,286
- From related orgs
- $0
- Other
- $18,543
- Hours/week
- 46
Schedule J breakdown matched by us
- Base
- $134,952
- Bonus
- $334
- Other
- $0
- Deferred
- $7,305
- Nontaxable benefits
- $11,238
- Filer's total
- $153,829
-
Jessica CampbellJESSICA CAMPBELL
FINANCE OFFICE MANAGER
- Total calculated
- $155,454
- From this org
- $120,003
- From related orgs
- $0
- Other
- $35,451
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $104,669
- Bonus
- $15,334
- Other
- $0
- Deferred
- $6,277
- Nontaxable benefits
- $29,174
- Filer's total
- $155,454
-
John DavisJOHN DAVIS
MAINTENANCE DIRECTOR
- Total calculated
- $140,886
- From this org
- $106,919
- From related orgs
- $0
- Other
- $33,967
- Hours/week
- 45
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ROMAN CATHOLIC DIOCESE OF WHEELING-CHARLESTON
501(C)(3) · RELIGION · WV
-
501(C)(3) · SUPPORTING ORGANIZATION TO BENEFIT WELTY HOME FOR THE AGED, INC. · WV
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
GOOD SHEPHERD NURSING HOME LC
SKILLED CARE NURSING FACILITY · WV · income $26,695,251 · assets $25,901,029
Directly controlled by WELTY HOME FOR THE AGED INC
-
THE WELTY HOME LC
ASSISTED LIVING FACILITY · WV · income $2,256,307 · assets $3,529,352
Directly controlled by WELTY HOME FOR THE AGED INC
-
WELTY RETIREMENT APARTMENTS LC
HOUSING FOR ELDERLY · WV · income $1,738,158 · assets $7,017,505
Directly controlled by WELTY HOME FOR THE AGED INC
-
REAL ESTATE HOLDING COMPANY · WV · income $217,713 · assets $2,116,841
Directly controlled by WELTY HOME FOR THE AGED INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513009349300311
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