Civic Intelligence

Welcome Home Alliance for Veterans

990EZ • Fiscal year 2014 • EIN 45-4103919

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

1561 Oxbow DriveMontrose, CO 81401

(970) 765-2210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.06x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

89th percentile

$39,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

147%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$121,635

Up $101,765 (+512%) from 2012

Net Assets

$114,162

No earlier filing loaded for comparison.

Liabilities

Up

$7,473

Up $7,473 from 2012

Revenue

Up

$133,886

Up $85,373 (+176%) from 2012

Expenses

Up

$104,990

Up $76,347 (+267%) from 2012

Net Income

Up

$28,896

Up $9,026 (+45%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $19,870Liabilities 2012: $02012Assets 2014: $121,635Liabilities 2014: $7,473Net Assets 2014: $114,1622014Assets 2015: $112,099Liabilities 2015: $8,771Net Assets 2015: $103,3282015Assets 2016: $117,227Liabilities 2016: $2,239Net Assets 2016: $114,9882016Assets 2017: $58,238Liabilities 2017: $2,506Net Assets 2017: $55,7322017Assets 2018: $784,832Liabilities 2018: $535,639Net Assets 2018: $249,1932018Assets 2019: $751,470Liabilities 2019: $522,456Net Assets 2019: $229,0142019Assets 2020: $747,982Liabilities 2020: $518,890Net Assets 2020: $229,0922020Assets 2021: $775,074Liabilities 2021: $512,277Net Assets 2021: $262,7972021Assets 2022: $784,856Liabilities 2022: $506,630Net Assets 2022: $278,2262022Assets 2023: $718,162Liabilities 2023: $501,841Net Assets 2023: $216,3212023Assets 2024: $717,378Liabilities 2024: $493,424Net Assets 2024: $223,9542024

Highlighted filing

2014

Assets$121,635
Liabilities$7,473
Net Assets$114,162

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $48,513Expenses 2012: $28,643Net Income 2012: $19,8702012Revenue 2014: $133,886Expenses 2014: $104,990Net Income 2014: $28,8962014Revenue 2015: $158,237Expenses 2015: $169,203Net Income 2015: -$10,9662015Revenue 2016: $164,384Expenses 2016: $152,724Net Income 2016: $11,6602016Revenue 2017: $141,464Expenses 2017: $199,063Net Income 2017: -$57,5992017Revenue 2018: $592,406Expenses 2018: $399,248Net Income 2018: $193,1582018Revenue 2019: $222,002Expenses 2019: $364,865Net Income 2019: -$142,8632019Revenue 2020: $220,388Expenses 2020: $220,357Net Income 2020: $312020Revenue 2021: $236,172Expenses 2021: $202,732Net Income 2021: $33,4402021Revenue 2022: $290,324Expenses 2022: $273,019Net Income 2022: $17,3052022Revenue 2023: $202,277Expenses 2023: $260,801Net Income 2023: -$58,5242023Revenue 2024: $229,142Expenses 2024: $221,509Net Income 2024: $7,6332024

Highlighted filing

2014

Revenue$133,886
Expenses$104,990
Net Income$28,896
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Gross Receipts
$133,886
Mission and Program Overview

Mission

Our goal is to make montrose colorado a no barriers city and invite americas wounded troops to live in this community where they can have the opportunity to thrive. We are entirely volunteer powered and donation funded. With the suicide, divorce and unemployment rates so high in our military population, montrose means to set the standard for other cities to follow in how to serve those who stepped up to serve all of us. By strengthening our services, identifying and filling our gaps, creating programs and removing the barriers in our infrastructure, we are preparing a place for our wounded warriors to visit and hopefully, to stay.

Program Services

DescriptionGrantsExpenses
2) CONTINUED WITH THE DREAM JOB PILOT PROGRAM. THIS PROGRAM INVITED 3 MEDICALLY RETIRED VETERANS TO LIVE IN THE COMMUNITY FOR 6 MONTHS WORKING AT THEIR "DREAM JOBS" WITH MENTORS IN A SAFE, NO-FAIL ENVIRONMENT. THIS HELPED THEM DETERMINE THE LIKELIHOOD OF THEIR SUCCESS AND JOB SATISFACTION SHOULD THEY PUR SURE THE EDUCATION REQUIRED. IT ALSO EXPOSED THEM TO LIFE IN MONTROSE, CO, HOPING THEY WOULD CHOOSE TO RELOCATE HERE. IN RETURN, THEY ADVISED WHM AS TO GAPS IN MORNTROSE'S SERVICES, INFRASTRUCTURE, AND ADAPTIVE RECREATION. THE PROGRAM WAS ENTIRELY FUNDED WITH COMMUNITY DONATIONS AND WAS RUN WITH VOLUNTEER MENTORS. 3)CONTINUED THE BUSINESS WINDOW STICKER PROGRAM HWERE LOCAL BUSINESSES AGREE TO DISPLAY A VETERAN DISCOUNT PROMOTIONAL STICKER IN THE WINDOW AND HONOR IT TO THOSE WHO SHOW A WHM DOG TAG. THE DOG TAGS WERE ISSUED TO VETERANS WHO COULD PROVE MILITARY SERVICE AND HAVE THREE PURPOSES: A) TO CREATE A DATABASE OF VETERANS, B)TO PROVIDE DISCOUNTS TO MILITARY FAMILIES, AND C) TO INCREASE VISIBILITY TO THE COMMUNITY AND SHOW GRATITUDE FOR A VETERAN'S SERVICE. 4)INITIATED "VOICE" (VETERANS OPENLY IMPARTING CENTURIES OF EXPERIENCE)PROGRAM WHEREIN VETERANS' VOICES ARE RECORDED AND TRANSCRIBED INTO TEXT THAT HELPS THEM TELL THEIR STORIES INCLUDING PICTURES. 5)INITIATED "LET FREEDOM RING" PROGRAM TO HONOR THOSE WHOSE CHOICE TO SERVE AND SACRIFICE.-$61,330
1) ESTABLISHED THE WARRIOR RESOURCE CENTER, A 4000 SQUARE FOOT FACILITY WHERE MILITARY FAMILIES CAN FIND ASSISTANCE, SOCIAL ACTIVITIES, AND OTHER RESOURCES TO SUCCEED IN THE TRANSITION FROM THE MILITARY TO CIVILIAN LIFE. THE WRC IS FUNDED BY DONATIONS AND RUN BY VOLUNTEERS. IT SERVED 225 VETERANS IN THE LAST FOUR MONTHS OF 2012. WE HAVE ENLISTED OVER 200 VOLUNTEERS AND 30 LOCAL BUSINESSES TO HELP SUPPORT THE WRC MISSION. SOCIAL ACTIVITIES INCLUDE WEEKLY MEETINGS, MONTHLY LUNCHEONS, HOLIDAY PARTIES, AND POTLUCKS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY SMITHCoexecutivePT$39,000-$39,000
MELANIE KLINEFounder- COE-$0--
DOUG KIESWETTERSecretary-$0--
KIRK HARTMANPresident-$0--
FRANK ANDERSONBoard Member-$0--
DARCY ARNOLDBoard Member-$0--
RAY CARRELLTreasurer-$0--
TERRI WILCOXBoard Member-$0--
SANDY HEADBoard Member-$0--
DIANNA CORAMBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Welcome Home Montrose Inc
EIN
45-4103919
Phone
9707652210
Address
1561 OXBOW DRIVE, MONTROSE, CO 81401

Signing Officer

Name
Kirk Hartman
Title
President
Phone
9707652210
Signed
2015-08-14

Preparer

Firm
Maxfield Peterson Pc
Address
1203 NORTH 1ST STREET, MONTROSE, CO 81401
Preparer
Stephen M Peterson
Phone
9702499074
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

Welcome home alliance for veterans

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 200 membership dues 403 office expense 1,531 supplies 8,015 telephone 1,719 travel - other 359 conferences & meetings 3,251 d & o insurance 1,642 dream job housing 460 vehicle maintenance 87 equipment rental 536 meals 3,245 staff development 530 merchant fees 565 license and fees 170 total 22,713

Form 990-ez, Part II, Line 24

Loans receivable 1,928 1,928 inventories for sale or use 5,688 6,635 advances 1,508 0 office furnishings 222 5,397 total 9,346 13,960

Form 990-ez, Part II, Line 26

Payroll liabilities 1,095 3,100 direct deposit liabilities 0 4,373

Form 990-ez, Part III

Our goal is to make montrose colorado a no barriers city and invite americas wounded troops to live in this community where they can have the opportunity to thrive. We are entirely volunteer powered and donation funded. With the suicide, divorce and unemployment rates so high in our military population, montrose means to set the standard for other cities to follow in how to serve those who stepped up to serve all of us. By strengthening our services, identifying and filling our gaps, creating programs and removing the barriers in our infrastructure, we are preparing a place for our wounded warriors to visit and hopefully, to stay.

Form 990-ez, Part III, Line 28

1) established the warrior resource center, a 4000 square foot facility where military families can find assistance, social activities, and other resources to succeed in the transition from the military to civilian life. The wrc is funded by donations and run by volunteers. It served 225 veterans in the last four months of 2012. We have enlisted over 200 volunteers and 30 local businesses to help support the wrc mission. Social activities include weekly meetings, monthly luncheons, holiday parties, and potlucks.

Form 990-ez, Part III, Line 31

2) continued with the dream job pilot program. This program invited 3 medically retired veterans to live in the community for 6 months working at their "dream jobs" with mentors in a safe, no-fail environment. This helped them determine the likelihood of their success and job satisfaction should they pur sure the education required. It also exposed them to life in montrose, co, hoping they would choose to relocate here. In return, they advised whm as to gaps in morntrose's services, infrastructure, and adaptive recreation. The program was entirely funded with community donations and was run with volunteer mentors. 3)continued the business window sticker program hwere local businesses agree to display a veteran discount promotional sticker in the window and honor it to those who show a whm dog tag. The dog tags were issued to veterans who could prove military service and have three purposes: a) to create a database of veterans, b)to provide discounts to military families, and c) to increase visibility to the community and show gratitude for a veteran's service. 4)initiated "voice" (veterans openly imparting centuries of experience)program wherein veterans' voices are recorded and transcribed into text that helps them tell their stories including pictures. 5)initiated "let freedom ring" program to honor those whose choice to serve and sacrifice.

Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt01) ESTABLISHED THE WARRIOR RESOURCE CENTER, A 4000 SQUARE FOOT FACILITY WHERE MILITARY FAMILIES CAN FIND ASSISTANCE, SOCIAL ACTIVITIES, AND OTHER RESOURCES TO SUCCEED IN THE TRANSITION FROM THE MILITARY TO CIVILIAN LIFE. THE WRC IS FUNDED BY DONATIONS AND RUN BY VOLUNTEERS. IT SERVED 225 VETERANS IN THE LAST FOUR MONTHS OF 2012. WE HAVE ENLISTED OVER 200 VOLUNTEERS AND 30 LOCAL BUSINESSES TO HELP SUPPORT THE WRC MISSION. SOCIAL ACTIVITIES INCLUDE WEEKLY MEETINGS, MONTHLY LUNCHEONS, HOLIDAY PARTIES, AND POTLUCKS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt12) CONTINUED WITH THE DREAM JOB PILOT PROGRAM. THIS PROGRAM INVITED 3 MEDICALLY RETIRED VETERANS TO LIVE IN THE COMMUNITY FOR 6 MONTHS WORKING AT THEIR "DREAM JOBS" WITH MENTORS IN A SAFE, NO-FAIL ENVIRONMENT. THIS HELPED THEM DETERMINE THE LIKELIHOOD OF THEIR SUCCESS AND JOB SATISFACTION SHOULD THEY PUR SURE THE EDUCATION REQUIRED. IT ALSO EXPOSED THEM TO LIFE IN MONTROSE, CO, HOPING THEY WOULD CHOOSE TO RELOCATE HERE. IN RETURN, THEY ADVISED WHM AS TO GAPS IN MORNTROSE'S SERVICES, INFRASTRUCTURE, AND ADAPTIVE RECREATION. THE PROGRAM WAS ENTIRELY FUNDED WITH COMMUNITY DONATIONS AND WAS RUN WITH VOLUNTEER MENTORS. 3)CONTINUED THE BUSINESS WINDOW STICKER PROGRAM HWERE LOCAL BUSINESSES AGREE TO DISPLAY A VETERAN DISCOUNT PROMOTIONAL STICKER IN THE WINDOW AND HONOR IT TO THOSE WHO SHOW A WHM DOG TAG. THE DOG TAGS WERE ISSUED TO VETERANS WHO COULD PROVE MILITARY SERVICE AND HAVE THREE PURPOSES: A) TO CREATE A DATABASE OF VETERANS, B)TO PROVIDE DISCOUNTS TO MILITARY FAMILIES, AND C) TO INCREASE VISIBILITY TO THE COMMUNITY AND SHOW GRATITUDE FOR A VETERAN'S SERVICE. 4)INITIATED "VOICE" (VETERANS OPENLY IMPARTING CENTURIES OF EXPERIENCE)PROGRAM WHEREIN VETERANS' VOICES ARE RECORDED AND TRANSCRIBED INTO TEXT THAT HELPS THEM TELL THEIR STORIES INCLUDING PICTURES. 5)INITIATED "LET FREEDOM RING" PROGRAM TO HONOR THOSE WHOSE CHOICE TO SERVE AND SACRIFICE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WELCOME HOME ALLIANCE FOR VETERANS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 200 MEMBERSHIP DUES 403 OFFICE EXPENSE 1,531 SUPPLIES 8,015 TELEPHONE 1,719 TRAVEL - OTHER 359 CONFERENCES & MEETINGS 3,251 D & O INSURANCE 1,642 DREAM JOB HOUSING 460 VEHICLE MAINTENANCE 87 EQUIPMENT RENTAL 536 MEALS 3,245 STAFF DEVELOPMENT 530 MERCHANT FEES 565 LICENSE AND FEES 170 TOTAL 22,713
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LOANS RECEIVABLE 1,928 1,928 INVENTORIES FOR SALE OR USE 5,688 6,635 ADVANCES 1,508 0 OFFICE FURNISHINGS 222 5,397 TOTAL 9,346 13,960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITIES 1,095 3,100 DIRECT DEPOSIT LIABILITIES 0 4,373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUR GOAL IS TO MAKE MONTROSE COLORADO A NO BARRIERS CITY AND INVITE AMERICAS WOUNDED TROOPS TO LIVE IN THIS COMMUNITY WHERE THEY CAN HAVE THE OPPORTUNITY TO THRIVE. WE ARE ENTIRELY VOLUNTEER POWERED AND DONATION FUNDED. WITH THE SUICIDE, DIVORCE AND UNEMPLOYMENT RATES SO HIGH IN OUR MILITARY POPULATION, MONTROSE MEANS TO SET THE STANDARD FOR OTHER CITIES TO FOLLOW IN HOW TO SERVE THOSE WHO STEPPED UP TO SERVE ALL OF US. BY STRENGTHENING OUR SERVICES, IDENTIFYING AND FILLING OUR GAPS, CREATING PROGRAMS AND REMOVING THE BARRIERS IN OUR INFRASTRUCTURE, WE ARE PREPARING A PLACE FOR OUR WOUNDED WARRIORS TO VISIT AND HOPEFULLY, TO STAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt51) ESTABLISHED THE WARRIOR RESOURCE CENTER, A 4000 SQUARE FOOT FACILITY WHERE MILITARY FAMILIES CAN FIND ASSISTANCE, SOCIAL ACTIVITIES, AND OTHER RESOURCES TO SUCCEED IN THE TRANSITION FROM THE MILITARY TO CIVILIAN LIFE. THE WRC IS FUNDED BY DONATIONS AND RUN BY VOLUNTEERS. IT SERVED 225 VETERANS IN THE LAST FOUR MONTHS OF 2012. WE HAVE ENLISTED OVER 200 VOLUNTEERS AND 30 LOCAL BUSINESSES TO HELP SUPPORT THE WRC MISSION. SOCIAL ACTIVITIES INCLUDE WEEKLY MEETINGS, MONTHLY LUNCHEONS, HOLIDAY PARTIES, AND POTLUCKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62) CONTINUED WITH THE DREAM JOB PILOT PROGRAM. THIS PROGRAM INVITED 3 MEDICALLY RETIRED VETERANS TO LIVE IN THE COMMUNITY FOR 6 MONTHS WORKING AT THEIR "DREAM JOBS" WITH MENTORS IN A SAFE, NO-FAIL ENVIRONMENT. THIS HELPED THEM DETERMINE THE LIKELIHOOD OF THEIR SUCCESS AND JOB SATISFACTION SHOULD THEY PUR SURE THE EDUCATION REQUIRED. IT ALSO EXPOSED THEM TO LIFE IN MONTROSE, CO, HOPING THEY WOULD CHOOSE TO RELOCATE HERE. IN RETURN, THEY ADVISED WHM AS TO GAPS IN MORNTROSE'S SERVICES, INFRASTRUCTURE, AND ADAPTIVE RECREATION. THE PROGRAM WAS ENTIRELY FUNDED WITH COMMUNITY DONATIONS AND WAS RUN WITH VOLUNTEER MENTORS. 3)CONTINUED THE BUSINESS WINDOW STICKER PROGRAM HWERE LOCAL BUSINESSES AGREE TO DISPLAY A VETERAN DISCOUNT PROMOTIONAL STICKER IN THE WINDOW AND HONOR IT TO THOSE WHO SHOW A WHM DOG TAG. THE DOG TAGS WERE ISSUED TO VETERANS WHO COULD PROVE MILITARY SERVICE AND HAVE THREE PURPOSES: A) TO CREATE A DATABASE OF VETERANS, B)TO PROVIDE DISCOUNTS TO MILITARY FAMILIES, AND C) TO INCREASE VISIBILITY TO THE COMMUNITY AND SHOW GRATITUDE FOR A VETERAN'S SERVICE. 4)INITIATED "VOICE" (VETERANS OPENLY IMPARTING CENTURIES OF EXPERIENCE)PROGRAM WHEREIN VETERANS' VOICES ARE RECORDED AND TRANSCRIBED INTO TEXT THAT HELPS THEM TELL THEIR STORIES INCLUDING PICTURES. 5)INITIATED "LET FREEDOM RING" PROGRAM TO HONOR THOSE WHOSE CHOICE TO SERVE AND SACRIFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIRK HARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09707652210
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELCOME HOME MONTROSE INC
ReturnHeader/Filer/BusinessNameControlTxt0WELC
ReturnHeader/Filer/EIN0454103919
ReturnHeader/Filer/PhoneNum09707652210
ReturnHeader/Filer/USAddress/AddressLine1Txt01561 OXBOW DRIVE
ReturnHeader/Filer/USAddress/CityNm0MONTROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460513214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAXFIELD PETERSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01203 NORTH 1ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTROSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081401
ReturnHeader/PreparerPersonGrp/PhoneNum09702499074
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M PETERSON
ReturnHeader/ReturnTs02015-08-18T18:00:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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