2025-10-27T07:10:53-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 550362615 WELTY HOME FOR THE AGED INC WELT 3042425233 159 EDGINGTON LANE WHEELING WV 26003 MOST REV MARK E BRENNAN PRESIDENT 3042425233 2025-10-14 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-10-14 2024 2025-03-06 01:10:19Z MORGAN MURPHY 159 EDGINGTON LANE WHEELING WV 26003 31278049 0 X HTTPS://WELTYHOME.ORG X 1950 WV 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. 8 8 514 7 0 0 158747 124396 30495194 30429968 1064001 623485 124455 60978 31842397 31238827 0 0 0 0 18861377 19344509 0 0 0 10845103 11085883 29706480 30430392 2135917 808435 92218686 96126219 2192978 1195206 90025708 94931013 X 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. 0 0 24511010 26489303 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. 2054392 2245044 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. 1525610 1756599 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. 4488 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%. 4488 28095500 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 70 0 514 1 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MORGAN MURPHY 3042425233 159 EDGINGTON LANE WHEELING WV 26003 MOST REV MARK E BRENNAN PRESIDENT 1.00 0.30 X X 0 0 0 REV MSGR ROBERT PETERSON SECRETARY (UNTIL 09/2024) 1.00 0.30 X X 0 0 0 REV DENNIS SCHUELKENS SECRETARY (11/2024) 1.00 0.30 X X 0 0 0 PENN KURTZ TREASURER 1.00 0.30 X X 0 0 0 RANDALL FORZANO DIRECTOR 0.30 X 0 0 0 ELIZABETH F GATES DIRECTOR 0.30 X 0 0 0 ANN KOEGLER DIRECTOR 0.30 X 0 0 0 LOUISE COULLING DIRECTOR 0.30 X 0 0 0 LAWRENCE E BANDI DIRECTOR 1.00 0.30 X 0 0 0 DONALD R KIRSCH ADMINISTRATOR (UNTIL 2/29/24) 46.00 X 130477 0 4862 MORGAN MURPHY ADMINISTRATOR (AS OF 3/1/2024) 45.00 X 213789 0 39650 ELEANOR REXROAD ADMINISTRATIVE RN 47.00 X 168172 0 20173 DEBORAH MALENA NURSE - RN 50.00 X 143037 0 19820 EDITH TAYLOR NURSE - RN 46.00 X 135286 0 18543 JESSICA CAMPBELL FINANCE OFFICE MANAGER 45.00 X 120003 0 35451 JOHN DAVIS MAINTENANCE DIRECTOR 45.00 X 106919 0 33967 1017683 0 172466 13 0 1 0 ABSOLUTE THERAPY PO BOX 497 GREEN OH 44232 THERAPY CONSULTANT 917090 COLAIANNI CONTRUCTION INC 2141 ST RT 150 DILLONVALE OH 43917 CONSTRUCTION 798245 OMNI STRATEGIC TECHNOLOGIES 2100 MARKET STREET SUITE 200 WHEELING WV 26003 IT SERVICES 382548 UNITED ELECTRIC OF WHEELING INC PO BOX 6897 18TH EOFF STREET WHEELING WV 26003 ELECTRICAL WIRING AND REWIRING 254032 PANHANDLE CLEANING AND RESOTRATION 42 38TH STREET WHEELING WV 26003 DISASTER RESTORATION AFTER FLOODING 225367 11 124396 94838 124396 NET RESIDENT REVENUE 623990 30429968 30429968 30429968 662583 662583 124 0 39222 124 -39222 -39098 -39098 MISCELLANEOUS INCOME 900099 47043 47043 FOOD SERVICE INCOME 900099 13935 13935 60978 31238827 30490946 0 623485 388778 388778 14114907 13551692 563215 428402 428402 3362498 3362498 1049924 1049924 203317 203317 6256 6256 2191724 1369145 822579 108503 88640 19863 318913 260532 58381 1006958 943040 63918 43159 35258 7901 6816 5568 1248 17285 6912 10373 2010668 2010668 403202 403202 MEDICAL SUPPLIES 1243214 1243214 TAXES 1193363 1193363 DIETARY 1148805 1148805 MISCELLANEOUS EXPENSE 451042 368476 82566 732658 626161 106497 30430392 28095500 2334892 0 2650 2650 5911849 5229067 2820009 3188467 398638 296408 252787 319124 60557934 31092636 28970105 29465298 17598991 18899683 36263657 38725522 92218686 96126219 1365997 916345 801128 204855 25853 74006 2192978 1195206 X 87049200 91954505 2976508 2976508 90025708 94931013 92218686 96126219 X 808435 1635005 2461865 X 0 1 X 1 0 X 133682 2885944 541401 158747 124396 3844170 27881399 27175145 28314561 30495194 30429968 144296267 28015081 30061089 28855962 30653941 30554364 148140437 5000 5000 0 5000 5000 148135437 283428 540984 497403 435268 662583 2419666 283428 540984 497403 435268 662583 2419666 1629023 52257 114724 124455 60978 1981437 29927532 30654330 29468089 31213664 31277925 152541540 0.97110 0.96070 0.01590 0.01550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 456447 456447 2717338 1108798 1608540 42293847 20989651 21304196 12824832 8286589 4538243 2265470 707598 1557872 29465298 INTEREST IN NET ASSETS OF THE CLARA WELTY TRUST 38725522 38725522 RESIDENT DEPOSITS 74006 74006 X 36978128 1635005 2013364 2461856 6110225 30867903 370924 370924 31238827 32072832 2013364 2013364 30059468 370924 370924 30430392 PART X, LINE 2: WELTY HOME FOR THE AGED, INC. AND ITS CONSOLIDATED SUBSIDIARIES ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND HAVE BEEN RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE CORPORATION TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE CORPORATION HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEAR ENDED DECEMBER 31, 2021 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF THE CLARA WELTY TRUST 2,461,856. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 6,256. BAD DEBT EXPENSE 150,904. IMPUTED INCOME 213,764. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 6,256. BAD DEBT EXPENSE 150,904. INMPUTED EXPENSE 213,764. X X 0 0 0 0 0 0 0 0 0 MORGAN MURPHY ADMINISTRATOR (AS OF 3/1/2024) 196289 0 17500 0 0 0 10476 0 29174 0 253439 0 0 0 ELEANOR REXROAD ADMINISTRATIVE RN 152825 0 15347 0 0 0 8240 0 11933 0 188345 0 0 0 DEBORAH MALENA NURSE - RN 142706 0 331 0 0 0 8582 0 11238 0 162857 0 0 0 JESSICA CAMPBELL FINANCE OFFICE MANAGER 104669 0 15334 0 0 0 6277 0 29174 0 155454 0 0 0 EDITH TAYLOR NURSE - RN 134952 0 334 0 0 0 7305 0 11238 0 153829 0 0 0 X 225 94838 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MOST REV. MARK E. BRENNAN, BISHOP OF THE DIOCESE OF WHEELING-CHARLESTON IS THE EX-OFFICIO CHAIRMAN OF THE BOARD OF DIRECTORS, PRESIDENT AND ONE OF THE MEMBERS OF THE WELTY HOME FOR THE AGED, INC. REV. MSGR. EUGENE OSTROWSKI SERVE THE BISHOP AND THE DIOCESE IN VARIOUS CAPACITIES. THE BISHOP AND MSGR. EUGENE OSTROWSKI SERVE IN THESE CAPACITIES WITHOUT PERSONAL COMPENSATION OR EMPLOYEE BENEFIT FROM THE WELTY HOME FOR THE AGED, INC. FORM 990, PART VI, SECTION A, LINE 4 WELTY HOME FOR THE AGED MADE SIGNIFICANT CHANGES TO THE BOARD POLICY MANUAL AND BYLAWS SINCE THE PRIOR FORM 990 WAS FILED. FORM 990, PART VI, SECTION B, LINE 11B WELTY HOME FOR THE AGED HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND THE DIRECTORS ANNUALLY ACKNOWLEDGE THEY HAVE READ AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH IT. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE DISCUSSED AT MEETINGS OF THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS APPROVED BY THE MEMBERS BASED UPON THEIR KNOWLEDGE OF PREVAILING RATES IN THE AREA FOR SIMILAR SERVICES AFTER REVIEW OF COMPARABILITY DATA AND RECOMMENDATION BY THE INDEPENDENT COMPENSATION COMMITTEE. THE COMPENSATION FOR MANAGEMENT SERVICES AND LEGAL SERVICES IS APPROVED BY THE MEMBERS BASED UPON THEIR KNOWLEDGE OF PREVAILING RATES IN THE AREA FOR SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 18 WELTY HOME FOR THE AGED MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, WELTY HOME FOR THE AGED DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF THE CLARA WELTY TRUST 2,461,865. GOOD SHEPHERD NURSING HOME LC 159 EDGINGTON LANE WHEELING WV 26003 550521890 SKILLED CARE NURSING FACILITY WV 26695251 25901029 WELTY HOME FOR THE AGED INC THE WELTY HOME LC 52 WASHINGTON AVE WHEELING WV 26003 412260177 ASSISTED LIVING FACILITY WV 2256307 3529352 WELTY HOME FOR THE AGED INC WELTY RETIREMENT APARTMENTS LC 159 EDGINGTON LANE WHEELING WV 26003 203918563 HOUSING FOR ELDERLY WV 1738158 7017505 WELTY HOME FOR THE AGED INC WELTY HOME REAL ESTATE LC 159 EDGINGTON LANE WHEELING WV 26003 550362615 REAL ESTATE HOLDING COMPANY WV 217713 2116841 WELTY HOME FOR THE AGED INC ROMAN CATHOLIC DIOCESE OF WHEELING-CHARLESTON 1310 BYRON STREET WHEELING WV 26003 550357023 RELIGION WV 501(C)(3) LINE 1 N/A 0 THE CLARA WELTY TRUST 159 EDGINGTON LANE WHEELING WV 26003 556021397 SUPPORTING ORGANIZATION TO BENEFIT WELTY HOME FOR THE AGED, INC. WV 501(C)(3) LINE 11 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0