Civic Intelligence

Operation Welcome Home

990 • Fiscal year 2023 • EIN 46-1452037

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

452 Mylan Park LaneMorgantown, WV 26501

(681) 212-9264

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.08x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-99%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

7th percentile

-20%

Faster asset growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$623,957

Down $151,738 (-20%) from 2022

Net Assets

Down

$614,143

Down $123,985 (-17%) from 2022

Liabilities

Down

$9,814

Down $27,753 (-74%) from 2022

Revenue

Down

$125,159

Down $319,601 (-72%) from 2022

Expenses

Up

$249,144

Up $35,077 (+16%) from 2022

Net Income

Down

-$123,985

Down $354,678 (-154%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $26,559Liabilities 2014: $19,590Net Assets 2014: $6,9692014Assets 2015: $93,031Liabilities 2015: $5,488Net Assets 2015: $87,5432015Assets 2016: $142,772Liabilities 2016: $21,105Net Assets 2016: $121,6672016Assets 2017: $217,351Liabilities 2017: $19,747Net Assets 2017: $197,6042017Assets 2018: $307,332Liabilities 2018: $78,447Net Assets 2018: $228,8852018Assets 2019: $481,163Liabilities 2019: $155,030Net Assets 2019: $326,1332019Assets 2020: $577,491Liabilities 2020: $122,279Net Assets 2020: $455,2122020Assets 2021: $586,494Liabilities 2021: $79,059Net Assets 2021: $507,4352021Assets 2022: $775,695Liabilities 2022: $37,567Net Assets 2022: $738,1282022Assets 2023: $623,957Liabilities 2023: $9,814Net Assets 2023: $614,1432023

Highlighted filing

2023

Assets$623,957
Liabilities$9,814
Net Assets$614,143

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $97,973Expenses 2014: $91,004Net Income 2014: $6,9692014Revenue 2015: $210,774Expenses 2015: $130,200Net Income 2015: $80,5742015Revenue 2016: $187,117Expenses 2016: $169,649Net Income 2016: $17,4682016Revenue 2017: $250,301Expenses 2017: $174,364Net Income 2017: $75,9372017Revenue 2018: $166,384Expenses 2018: $135,103Net Income 2018: $31,2812018Revenue 2019: $251,904Expenses 2019: $154,656Net Income 2019: $97,2482019Revenue 2020: $297,196Expenses 2020: $168,117Net Income 2020: $129,0792020Revenue 2021: $245,055Expenses 2021: $192,832Net Income 2021: $52,2232021Revenue 2022: $444,760Expenses 2022: $214,067Net Income 2022: $230,6932022Revenue 2023: $125,159Expenses 2023: $249,144Net Income 2023: -$123,9852023

Highlighted filing

2023

Revenue$125,159
Expenses$249,144
Net Income-$123,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.0
Gross Receipts
$1,349,235
Mission and Program Overview

Mission

Provide various support services to veterans to help them transition back to civilian life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$352,381$311,027▼ $41,354
Savings and Temporary Cash Investments$309,123$200,853▼ $108,270
Land, Buildings, and Equipment, Net$103,587$110,073▲ $6,486
Pledges and Grants Receivable$10,000$1,400▼ $8,600
Prepaid Expenses and Deferred Charges$604$604→ $0
Total Assets$775,695$623,957▼ $151,738
Liabilities
Accounts Payable and Accrued Expenses$37,567$9,814▼ $27,753
Total Liabilities$37,567$9,814▼ $27,753
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$698,298$574,313▼ $123,985
Net Assets With Donor Restrictions$39,830$39,830→ $0
Total Net Assets Fund Balance$738,128$614,143▼ $123,985
Total Liabilities and Net Assets / Fund Balance$775,695$623,957▼ $151,738

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$99,048$6,344$105,392
Leasehold Improvements$5,717$5,313$11,030
Equipment$5,308$4,274$9,582
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandra CottonBoard Chair
Andy PriceDirector
Barbara Evans-fleischauerDirector
Brett SimpsonDirector
Carl CannonDirector
Joe StatlerDirector
Kent LeonhardtDirector
Larry ReseterDirector
Lee Ann HaleyDirector
Sarah SmithDirector
Vickie TrickettDirector
Robert PirnerPast Preside
Randy WilliamsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$80,580
Program Service Revenue
$0
Investment Income
$1,731
Other Revenue
$42,848
All Other Contributions
$67,580
Change in Net Assets
$-123,985

Audited Revenue Reconciliation

Revenue per Audited Statements
$125,159
Total Revenue per Audited Statements
$125,159
Total Revenue per Form 990
$125,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,361
Salaries, Compensation, and Employee Benefits$117,783
Total Fundraising Expense$10,537
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$60,698--$60,698
Occupancy$53,702$603$6,034$60,339
Current Officers, Directors, Trustees, and Key Employees$50,000--$50,000
Fees for Services Accounting-$26,000-$26,000
Office Expenses$7,431$84$835$8,350
Payroll Taxes$7,085--$7,085
Depreciation Depletion$4,558$51$512$5,121
Travel$1,462$16$164$1,642
Insurance$1,045$12$118$1,175
Other Expenses$737$8$83$828
Advertising$190$2$21$213
Total Functional Expenses$211,555$27,052$10,537$249,144

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$249,144
Total Expenses per Audited Statements$249,144
Total Expenses per Form 990$249,144
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,266,924
Fundraising Direct Expenses$1,224,076
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Grand Bash$1,195,843$1,195,843$237,111$958,732
Cupcake and Cra$35,525$35,525$23,599$11,926
Total Events$1,263,895$1,263,895$1,224,076$39,819
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 was reviewed by the president of the board of directors before it was submited to internal revenue service.

Form 990, Page 6, Part VI, Line 12C

All board members are required to disclose annually the possibility of a conflict of interest. If the other board members determine that a conflict does exist, the member with the conflict must abstain from voting on any related issue.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Operation Welcome Home
EIN
46-1452037
Phone
6812129264
Address
452 MYLAN PARK LANE, MORGANTOWN, WV 26501

Signing Officer

Name
Sandra Cotton
Title
Board Chair
Phone
6812129264
Signed
2024-11-05

Organization Details

Principal Officer
Sandra Cotton
Formed
2014
Legal Domicile
Wv
Voting Board Members
13
Independent Board Members
13
Employees
6

Preparer

Firm
Tetrick & Bartlett Pllc
Address
PO BOX 1916, CLARKSBURG, WV 26302-1916
Preparer
David a Shriver
Phone
3046245564
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

Review and approval process has not changed from prior year.

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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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt132
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28
IRS990/OtherExpensesGrp/ProgramServicesAmt021759
IRS990/OtherExpensesGrp/ProgramServicesAmt12888
IRS990/OtherExpensesGrp/ProgramServicesAmt2737
IRS990/OtherExpensesGrp/TotalAmt024448
IRS990/OtherExpensesGrp/TotalAmt13245
IRS990/OtherExpensesGrp/TotalAmt2828
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060698
IRS990/OtherSalariesAndWagesGrp/TotalAmt060698
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt07085
IRS990/PayrollTaxesGrp/TotalAmt07085
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01400
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0604
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0604
IRS990/PrincipalOfficerNm0SANDRA COTTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0168972
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0791
IRS990/PYOtherExpensesAmt0115057
IRS990/PYOtherRevenueAmt0274997
IRS990/PYRevenuesLessExpensesAmt0230693
IRS990/PYSalariesCompEmpBnftPaidAmt099010
IRS990/PYTotalExpensesAmt0214067
IRS990/PYTotalRevenueAmt0444760
IRS990/ReconcilationRevenueExpnssAmt0-123985
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0309123
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0168972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0179619
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0109182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0646282
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0791
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0830
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01728
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04019
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0791
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0830
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01728
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04019
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt042848
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt0274997
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt064766
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0382611
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62630
IRS990ScheduleA/PublicSupportPY509Pct00.68050
IRS990ScheduleA/PublicSupportTotal509Amt0648086
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0168972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0179619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0107929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109255
IRS990ScheduleA/Total509Grp/TotalAmt0648086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0444760
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0245055
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110983
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01034716
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt099048
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06344
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0105392
IRS990ScheduleD/EquipmentGrp/BookValueAmt05308
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04274
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09582
IRS990ScheduleD/ExpensesSubtotalAmt0249144
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05717
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05313
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011030
IRS990ScheduleD/RevenueSubtotalAmt0125159
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0110073
IRS990ScheduleD/TotalExpensesPerForm990Amt0249144
IRS990ScheduleD/TotalRevenuePerForm990Amt0125159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0125159
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0249144
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0638845
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0638845
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01224076
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt053672
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0901
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt054573
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GRAND BASH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CUPCAKE AND CRA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt093285
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt07621
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt07337
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0108243
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01195843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt032527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01263895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt01195843
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt032527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt01263895
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039819
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt098264
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt07940
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0106204
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0650
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0261360
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0237111
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt023599
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt051451
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt03400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt054851
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS BEFORE IT WAS SUBMITED TO INTERNAL REVENUE SERVICE.

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