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Nonprofiteer
← WELCOME HOUSE INC

Form 990 for tax year 2023

Filed by WELCOME HOUSE INC.

Totals

Total revenue
$3,244,206
Total expenses
$3,027,973
Contributions and grants received
$2,283,817
Grants paid
$991,226
Program service revenue
$791,188
Investment income
$98,192
Other revenue
$71,009
Total assets, end of year
$15,475,523
Total liabilities, end of year
$5,574,516
Net assets or fund balances, end of year
$9,901,007
Program services expenses (Part IX)
$2,262,431
Management and general expenses
$609,609
Fundraising expenses
$155,933
Program service expenses (Part III)
$2,262,431

Program services were 74.7% 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.

  • 1a · Federated campaigns

    $2,932

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $103,977

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $300,000

  • 1f · All other contributions, gifts and grants

    $1,876,908

  • 1g · Noncash contributions included above

    $305,817

  • 2a · Program service revenue: Program Participant Rent

    total $784,271 · related or exempt $784,271 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Other Program Revenue

    total $6,917 · related or exempt $6,917 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $81,963 · related or exempt $0 · unrelated business $0 · excluded $81,963

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $16,229

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $16,229

  • 7d · Net gain or loss

    total $16,229 · related or exempt $0 · unrelated business $0 · excluded $16,229

  • 8a · Fundraising events: gross income

    $135,508

  • 8a · Fundraising events: contributions included on line 1c

    $103,977

  • 8b · Fundraising events: direct expenses

    $101,993

  • 8c · Net income from fundraising events

    total $33,515 · unrelated business $0 · excluded $33,515

  • 9a · Gaming: gross income

    $58,914

  • 9b · Gaming: direct expenses

    $21,074

  • 9c · Net income from gaming

    total $37,840 · related or exempt $0 · unrelated business $0 · excluded $37,840

  • 10a · Gross sales of inventory

    $11,741

  • 10b · Cost of goods sold

    $12,087

  • 10c · Net income from sales of inventory

    total -$346 · related or exempt -$346 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $924,464 · program services $924,464

  • 2 · Grants to domestic individuals

    total $66,762 · program services $66,762

  • 5 · Compensation of officers, directors and key employees

    total $169,121 · program services $32,944 · management and general $86,762 · fundraising $49,415

  • 7 · Other salaries and wages

    total $769,020 · program services $606,033 · management and general $100,742 · fundraising $62,245

  • 8 · Pension plan contributions

    total $6,528 · program services $0 · management and general $6,528 · fundraising $0

  • 9 · Other employee benefits

    total $63,343 · program services $0 · management and general $63,343 · fundraising $0

  • 10 · Payroll taxes

    total $74,796 · program services $52,382 · management and general $13,689 · fundraising $8,725

  • 11c · Fees: accounting

    total $45,381 · program services $2,469 · management and general $42,912 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $18,970 · fundraising $18,970

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $12,585 · program services $129 · management and general $523 · fundraising $11,933

  • 13 · Office expenses

    total $45,278 · program services $6,865 · management and general $36,463 · fundraising $1,950

  • 14 · Information technology

    total $21,820 · program services $13,210 · management and general $5,915 · fundraising $2,695

  • 16 · Occupancy

    total $160,346 · program services $159,828 · management and general $518 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $127,453 · program services $0 · management and general $127,453 · fundraising $0

  • 23 · Insurance

    total $43,835 · program services $0 · management and general $43,835 · fundraising $0

  • 24a · Other expenses: AA and NA Program Expenses

    total $43,888 · program services $43,888 · management and general $0 · fundraising $0

  • 24b · Other expenses: Sober House Food Services

    total $313,912 · program services $313,912 · management and general $0 · fundraising $0

  • 24c · Other expenses: Capital Campaign Expense

    total $75,650 · program services $0 · management and general $75,650 · fundraising $0

  • 24d · Other expenses: Vehicle Expense

    total $31,453 · program services $29,982 · management and general $1,471 · fundraising $0

  • 24e · All other expenses

    total $13,368 · program services $9,563 · management and general $3,805 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $305,914 · end of year $45,644

  • 2 · Savings and temporary cash investments

    beginning of year $2,539,358 · end of year $1,632,095

  • 3 · Pledges and grants receivable

    beginning of year $2,254,581 · end of year $1,899,190

  • 7 · Other notes and loans receivable

    end of year $10,130,400

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,082 · end of year $35,169

  • 10a · Land, buildings and equipment: cost or other basis

    $555,221

  • 10b · Land, buildings and equipment: accumulated depreciation

    $239,134

  • 10c · Land, buildings and equipment, net

    beginning of year $4,551,315 · end of year $316,087

  • 15 · Other assets

    beginning of year $31,262 · end of year $1,416,938

  • 17 · Accounts payable and accrued expenses

    beginning of year $36,733 · end of year $47,861

  • 23 · Secured mortgages and notes payable

    end of year $4,134,717

  • 25 · Other liabilities

    end of year $1,391,938

  • 27 · Net assets without donor restrictions

    beginning of year $4,929,052 · end of year $7,965,165

  • 28 · Net assets with donor restrictions

    beginning of year $4,755,727 · end of year $1,935,842

Mission and programs · 2023

Mission

The Welcome House is a non-profit, sober living, recovery program (incorporated in 1971) with the sole purpose of educating and rehabilitating the adult male alcoholic/ addict and the expressed mission of returning the individual to productive society free of alcohol and drug abuse.

Activities or mission (Part I)

Welcome House is committed to providing a high-quality, moral and open residential program to recovering alcoholics and drug-addicted men facing the difficult transition from treatment, incarceration and homelessness to reintegration back into society as productive citizens.

  • In 2023, the Welcome House program directly served 542 men in the residential sober-living recovery program. At admission, and upon entering the program, all new residents were struggling with active drug and/or alcohol addiction (15.15% alcoholism, 30.91% drug addiction, 53.94% both alcoholism and drug addiction). A significant number were also dealing with associated problems such as poverty, homelessness, mental illness, legal consequences and marital or family issues. 74% of the residents reported prior incarceration and a few were court-ordered to complete the program. All fell into one or more of the following categories: son, grandson, brother, father, husband, uncle, or grandfather. The following program and recovery accomplishments were achieved in 2023: * 466 Intakes * 542 Men Served * Collected $718+K in Program Participation Fees * Continued to Employee Men in the Rehabilitative Jobs Program (via 15-25 short-term program and facility support positions) * Program Participants earned $37+K in Room and Board Days by Participating in the Jumpstart and COVID-19 emergency employment assistance programs * Provided Residents and Welcome House Alumni with access to more than 2,000 Twelve Step Recovery Meetings and Rehabilitative Classes (in-person & virtual) * Continued Ancillary Programs such as: Thrive Aftercare (for recent program graduates) & Restore (for resident family, loved ones and significant others) * Earned almost $600+ in Operational Grant Awards * Continued delivering the "New Program Paradigm" based on best and evidence-based practices, incorporating clinical assessments and referrals, technology, and a collaborative continuing care team approach. The pandemic has exposed and exacerbated vulnerabilities in our society, especially for individuals and families struggling with addiction and mental health disorders. The stress and isolation caused by the pandemic have contributed to a surge in all forms of substance abuse. According to the Substance Abuse and Mental Health Services Administration (SAMHSA), the critical demand for addiction services is evident through record-breaking call volumes to crisis hotlines and a historical increase in the number of overdose-related deaths, alcohol-related traffic deaths, and suicide attempts. Numerous studies indicate that intensive residential programs lasting more than three months, coupled with evidence-based, wrap-around support services, are the linchpin for ensuring self-sustainability and lifelong sobriety. In addition to directly supporting the men residing in the facility and participating in the recovery program, the impact of the Welcome House program is significant and far-reaching; Saving Lives: We provide a lifeline to individuals battling addiction, offering them the tools and resources needed to overcome their challenges and regain control of their lives. Access to such intervention programming can mean the difference between life and death for many. Reducing Healthcare Costs: Addiction recovery can lead to significant cost savings in the long run. Treating health-related issues early at our Recovery Center can prevent costly emergency room visits, hospitalizations, and other healthcare expenses associated with untreated conditions. Economic Productivity: Individuals in recovery can become productive members of society, contributing to the workforce, and reducing the economic burden of addiction-related unemployment and dependence on public assistance programs. Strengthening Communities: Communities thrive when individuals in recovery are successfully reintegrated. With our rehabilitative programs, we help reduce crime rates, improve neighborhood safety, and foster a sense of social cohesion. Breaking the Stigma: Supporting individuals with substance use disorders and their loved ones sends a powerful message that addiction is a health issue deserving of compassion and treatment, rather than stigma and discrimination. Over the past 12 months, the Welcome House continued to execute the facility improvement and program alignment strategic plan. This plan included addressing existing capacity and physical/ structural constraints, completing a $14.2M+ capital campaign and finishing the new building construction and existing facility demolition. In July of 2023, the Welcome House officially opened its new 28,000 sq ft facility, with construction of Phase 2 (external parking and amenities) expected to conclude in October of 2024. Welcome House has raised over $12M in capital funds and will continue these projects/ initiatives throughout 2024. Welcome House will also continue to build licensed/ certified staff to address the needs of program participants.

    Expenses $2,262,431 · Grants $991,226 · Revenue $790,842

As filed on the 2023 return.

Listed in Part VII

  • Jamie Boyle

    President and CEO

    Total calculated
    $169,121
    From this org
    $164,717
    From related orgs
    $0
    Other
    $4,404
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,717
    Bonus
    $20,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $4,404
    Filer's total
    $169,121

  • Rich McArdle

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Grant Baumgartner

    Vice Chairman

    Total calculated
    $0
    Hours/week
    1

  • John Wendorff

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Randy Curnow

    Member

    Total calculated
    $0
    Hours/week
    1

  • Keith Faison

    Member

    Total calculated
    $0
    Hours/week
    1

  • Heather Hale

    Member

    Total calculated
    $0
    Hours/week
    1

  • Sara Jackson

    Member

    Total calculated
    $0
    Hours/week
    1

  • Brian Johnson

    Member

    Total calculated
    $0
    Hours/week
    1

  • David Kissick

    Member

    Total calculated
    $0
    Hours/week
    1

  • Ted Pierce

    Member

    Total calculated
    $0
    Hours/week
    1

  • Ryan Shriver

    Member

    Total calculated
    $0
    Hours/week
    1

  • Ed Walsworth

    Member

    Total calculated
    $0
    Hours/week
    1

  • Cati Wolfe

    Member

    Total calculated
    $0
    Hours/week
    1

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 committee
  • 3 · Compensation survey or study

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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • Welcome House QALICB Inc

    $924,464

    Disposition · Real estate, including land, parking lot, building, and leasehold improvements were transferred to the Welcome House QALICB Inc. as part of a New Market Tax Credit program. These same assets will transfer back to Welcome House Inc after 7 years. · May 3, 2023 · 501c3

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.0
Source object
202443199349312509

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