Nonprofit · EIN 55-6021397
CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC
Tax-exempt · WHEELING, WV 26003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,010,748 | $659,781 | $350,967 | $41,475,488 | $2,749,966 | $38,725,522 |
| December 31, 2023 | 990 | $8,379,038 | $707,977 | $7,671,061 | $39,725,275 | $3,461,618 | $36,263,657 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $810,748
- Net rental income
- $200,000
- Net gain from sales of assets
- $232
- Other revenue
- $200,000
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $497,009
- Program services (functional)
- $612,561
- Management and general (functional)
- $47,220
Balance sheet and other
- Total assets, start of year
- $39,725,275
- Total assets, end of year
- $41,475,488
- Total liabilities, end of year
- $2,749,966
- Net assets, end of year
- $38,725,522
- Land, buildings and equipment
- $14,502,220
- Publicly traded securities
- $26,610,644
- Net assets with donor restrictions
- $38,725,522
- Gross receipts
- $1,010,748
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1960
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MORGAN MURPHY | ADMINISTRATOR (AS OF 3/1/24) Officer | 7 | $0 | $213,789 | $39,650 |
| DONALD R KIRSCH | ADMINISTRATOR (UNTIL 2/29/24) Officer | 7 | $0 | $130,477 | $4,862 |
| PENN KURTZ | TREASURER Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| MOST REV MARK E BRENNAN | CHAIRMAN OF TRUSTEES Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REV MSGR JOSEPH PETERSON | TRUSTEE (UNTIL 9/2024) Trustee or director | 0.3 | $0 | $0 | $0 |
| LAWRENCE E BANDI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| REV DENNIS SCHUELKENS | TRUSTEE (11/2024) Trustee or director | 0.3 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD R KIRSCH | ADMINISTRATOR Officer | 7 | $0 | $355,307 | $47,339 |
| PENN KURTZ | TREASURER Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| MOST REV MARK E BRENNAN | CHAIRMAN OF TRUSTEES Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| REV MSGR EUGENE OSTROWSKI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LAWRENCE E BANDI | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 159 EDGINGTON LN, WHEELING, WV 26003-1542
- Principal officer (990 for 2024)
- MORGAN MURPHY, 159 EDGINGTON LANE, WHEELING, WV 26003
- Signed the 990
- MOST REV MARK E BRENNAN, CHAIRMAN OF TRUSTEES
- Phone
- (304) 242-5233
- Website
- WELTYHOME.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PROVIDE CARE AND COMFORT TO THE ELDERLY BY SUPPORTING WELTY HOME FOR THE AGED, INC., ITS SUBSIDIARIES, AND PROVIDING DIRECT CARE AND COMFORT TO THE ELDERLY.
Program accomplishments
- OWNERSHIP OF INVESTMENTS AND FACILITIES FOR THE BENEFIT OF WELTY HOME FOR THE AGED, INC. IN 2024 TTHE TRUST PROVIDED THE CORPORATION WITH THE FREE USE OF FACILITIES WITH ANNUAL RENTAL VALUE OF $1,585,024.Expenses $612,561 · revenue $200,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 55-6021397
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $41,475,488
- Income (IRS master file)
- $1,010,748
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,010,748 | $659,781 | $41,475,488 | IRS |
| 990 | December 2023 | $8,379,038 | $707,977 | $39,725,275 | XML |
| 990 | December 2022 | $1,644,541 | $712,351 | $37,566,446 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-6021397).
Questions about CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC
- What is the EIN of CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC?
- The employer identification number (EIN) of CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC is 55-6021397.
- Is CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC?
- The 990 for the year ended December 31, 2024 names MORGAN MURPHY.
- Who are the officers and directors of CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does CLARA WELTY TEST TR FBO WELTY HOME FOR THE AGED INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,010,748, expenses of $659,781 and total assets of $41,475,488 at year end.
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