TY 2020 Form 990

(A) Name and business address	(B) Description of services	(C) Compensation
HEALTH PLAN OF THE UPPER OHIO VALLEY BOX 71-171 COLUMBUS,OH43271	INSURANCE	2,580,541
ABSOLUTE REHABILITATION & CONSULTING SER PO BOX 2279 339 E MAPLE NORTH CANTON,OH44720	THERAPY CONSULTANT	926,233
QUAL MED SUPPLY INC 8556 COLTER STREET LEWIS CENTER,OH43035	MEDICAL SUPPLIES	772,330
DIRECT SUPPLY BOX 88201 MILWAUKEE,WI53288	SUPPLIER	576,857
JOHNSON BOILER WORKS 53 MARSHALL STREET BENWOOD,WV26003	HEATING & AIR CONDITIONING	437,866
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 5

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

WELTY HOME FOR THE AGED INC

Employer identification number

55-0362615

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	70,642	92,285	220,915	187,179	133,682	704,703
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	20,454,292	21,634,833	25,081,517	25,896,917	27,881,399	120,948,958
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	20,524,934	21,727,118	25,302,432	26,084,096	28,015,081	121,653,661
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	5,000	5,200	5,000	6,000	5,000	26,200
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..	5,000	5,200	5,000	6,000	5,000	26,200
8	Public support. (Subtract line 7c from line 6.)						121,627,461

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
9	Amounts from line 6...	20,524,934	21,727,118	25,302,432	26,084,096	28,015,081	121,653,661
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	207,903	277,926	270,308	563,625	283,428	1,603,190
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	207,903	277,926	270,308	563,625	283,428	1,603,190
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	775,777	775,777	775,777	1,629,023	1,629,023	5,585,377
13	Total support. (Add lines 9, 10c, 11, and 12.)..	21,508,614	22,780,821	26,348,517	28,276,744	29,927,532	128,842,228

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

94.400 %

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

94.710 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

1.240 %

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

1.310 %

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

WELTY HOME FOR THE AGED INC

Employer identification number

55-0362615

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	456,447		456,447
b	Buildings ....	2,717,338	837,064	1,880,274
c	Leasehold improvements	37,378,849	16,152,863	21,225,986
d	Equipment ....	9,060,140	5,581,554	3,478,586
e	Other .....	1,711,284	898,579	812,705
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				27,853,998

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	10,167
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	33,617,924
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	1,384,080
e	Add lines 2a through 2d .....................			2e	1,384,080
3	Subtract line 2e from line 1..................			3	32,233,844
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	76,669
b	Other (Describe in Part XIII.) ...........	4b	239,575
c	Add lines 4a and 4b....................			4c	316,244
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	32,550,088

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	28,858,448
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	12,767
e	Add lines 2a through 2d....................			2e	12,767
3	Subtract line 2e from line 1...................			3	28,845,681
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	76,669
b	Other (Describe in Part XIII.) ............	4b	239,575
c	Add lines 4a and 4b.....................			4c	316,244
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	29,161,925

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART XI, LINE 2D - OTHER ADJUSTMENTS:	MISCELLANEOUS INTERCOMPANY ELIMINATIONS 10,646. CHANGE IN INTEREST IN NET ASSETS OF TRUST 1,373,434.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	BAD DEBT EXPENSE 239,575.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	MISCELLANEOUS INTRCOMPANY ELIMINATIONS 12,767.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	BAD DEBT EXPENSES 239,575.

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow

Attach to Form 990.
Graphic Arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

WELTY HOME FOR THE AGED INC

Employer identification number

55-0362615

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2020

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MR DONALD R KIRSCH ADMINISTRATOR	(i) (ii)	342,500 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	26,000 ------------- 0	368,500 ------------- 0	0 ------------- 0
2WILLIAM J YAEGER JR TREASURER	(i) (ii)	0 ------------- 0	0 ------------- 0	148,620 ------------- 119,667	0 ------------- 0	0 ------------- 0	148,620 ------------- 119,667	0 ------------- 0
3RANDALL L FORZANO HUMAN RESOURCE DIRECTOR	(i) (ii)	156,870 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	26,817 ------------- 0	183,687 ------------- 0	0 ------------- 0
4DEBORAH A MALENA NURSE - RN	(i) (ii)	161,040 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	10,192 ------------- 0	171,232 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

WELTY HOME FOR THE AGED INC

Employer identification number

55-0362615

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2020

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) MOST REV MARK E BRENNAN	DIRECTOR AND BISHOP OF ROMAN CATHOLIC DIOCESE OF WHEELING-CHARLESTON		THE 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. THE BISHOP OF THE DIOCESE IS ALSO THE EX-OFFICIO CHAIRMAN OF THE CLARA WELTY TRUST WHICH IS A PUBLIC SUPPORT TRUST FOR THE SOLE BENEFIT OF THE ORGANIZATION. THE BISHOP SERVES IN THESE CAPACITIES WITHOUT PERSONAL COMPENSATION OR EMPLOYEE BENEFIT. IN 1970 THE CATHOLIC DIOCESE OF WHEELING-CHARLESTON (THE "DIOCESE") DONATED THE USE OF THE LAND AND BUILDING SHELL AT 159 EDGINGTON LANE, WHEELING, OHIO COUNTY, WEST VIRGINIA FOR USE BY THE ORGANIZATION TO ESTABLISH A SKILLED NURSING FACILITY FOR THE AGED. GOOD SHEPHERD NURSING HOME, LC ("GOOD SHEPHERD"), WHICH IS WHOLLY OWNED BY THE CORPORATION, PRESENTLY OPERATES A 192-BED SKILLED NURSING FACILITY WITHIN THE DONATED PREMISES OWNED BY THE DIOCESE.		No
(2) MOST REV MARK E BRENNAN	DIRECTOR AND BISHOP OF ROMAN CATHOLIC DIOCESE OF WHEELING-CHARLESTON	159,361	WELTY RETIREMENT APARTMENTS, LC (THE "APARTMENTS"), A WHOLLY OWNED SUBSIDIARY OF THE CORPORATION, OPERATES AN APARTMENT FACILITY FOR THE ELDERLY AT 1276 NATIONAL ROAD, WHEELING, OHIO COUNTY, WEST VIRGINIA. THE DIOCESE RENTS FROM THE ORGANIZATION, AT FAIR MARKET VALUE, A BLOCK OF APARTMENTS, A CHAPEL AND OTHER SPECIAL USE FACILITIES WITHIN THE APARTMENTS FOR USE BY RETIRED DIOCESAN PRIESTS.		No
(3) MRS MARY BETH YAEGER	DIRECTOR AND SPOUSE OF WILLIAM J. YAEGER, JR.	148,620	MRS. MARY BETH YAEGER SERVES AS A DIRECTOR OF THE CORPORATION WITHOUT COMPENSATION OR EMPLOYEE BENEFIT. MRS. YAEGER IS THE SPOUSE OF MR. WILLIAM J. YAEGER, JR., ONE OF THE PARTNERS IN THE LAW FIRM OF HERNDON, MORTON, HERNDON & YAEGER WHICH PROVIDES MANAGEMENT AND LEGAL SERVICES TO THE ORGANIZATION.		No
(4) WILLIAM J YAEGER JR	DIRECTOR AND PARTNER OF HERNDON, MORTON, HERNDON & YAEGER	148,620	WILLIAM J. YAEGER, JR. SERVES AS A DIRECTOR AND IS ONE OF THE PARTNERS IN THE LAW FIRM OF HERNDON, MORTON, HERNDON & YAEGER WHICH PROVIDES MANAGEMENT AND LEGAL SERVICES TO THE ORGANIZATION.		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

WELTY HOME FOR THE AGED INC

Employer identification number

55-0362615

Return Reference	Explanation
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. WILLIAM J. YAEGER, JR. IS A PARTNER THE LAW FIRM OF HERNDON, MORTON, HERNDON & YAEGER, WHICH LAW FIRM PROVIDES MISCELLANEOUS LEGAL SERVICES TO THE DIOCESE OF WHEELING-CHARLESTON FROM TIME TO TIME. WILLIAM J. YAEGER, JR. IS ALSO MARRIED TO MRS. MARY BETH YAEGER.
FORM 990, PART VI, SECTION A, LINE 6	THE GOVERNING DOCUMENTS PROVIDE FOR MEMBERS WHICH HAVE AUTHORITY TO ELECT THE BOARD OF DIRECTORS BUT OTHERWISE DO NOT HAVE AUTHORITY TO APPROVE SIGNICANT OR OTHER DECISIONS OF THE DIRECTORS AND THE MEMBERS DO NOT AND CAN NOT RECEIVE ANY SHARE OF THE ORGANIZATION'S PROFITS OR ASSETS IN ANY MANNER WHATSOEVER. THE MEMBERS OF THE ORGANIZATION ARE PRESENTLY: MOST REV. MARK E. BRENNAN, BISHOP OF THE DIOCESE OF WHEELING-CHARLESTON; REV. MSGR. EUGENE OSTROWSKI; LAWRENCE E. BANDI AND WILLIAM J. YAEGER, JR.
FORM 990, PART VI, SECTION A, LINE 7A	THE MEMBERS ELECT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS MADE AVAILABLE TO ALL OF THE MEMBERS OF THE CORPORATION PRIOR TO FILING.
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 19	THE GOVERNING DOCUMENTS AND ALL INFORMATION REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC IS AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS AT THE OFFICE OF ONE OF THE DIRECTORS, WILLIAM J. YAEGER, JR., 83 EDGINGTON LANE, WHEELING, WV 26003.
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC	MOST. REV. MARK E BRENNAN - 1310 BYRON STREET, WHEELING, WV 26003. REV. MSGR. EUGENE OSTROWSKI - 1310 BYRON STREET, WHEELING, WV 26003. WILLIAM J YAEGER, JR. - 83 EDGINGTON LANE, WHEELING, WV 26003. MR. PENN KURTZ - 316 SHAWNEE HILLS, WHEELING, WV 26003. MRS. WILLIAM J. YAEGER JR. - 5 ARCHIBALD AVE, WHEELING, WV 26003. MR. LAWRENCE E. BANDI - 2 HALSTEAD AVE, WHEELING, WV 26003. MRS. ELIZABETH F. GATES - 2100 MARKET ST STE 200, WHEELING, WV 26003. MRS. ANN KOEGLER - 1359 NATIONAL ROAD, WHEELING, WV 26003. MRS. LOUISE COULLING - 207 ELM KNOLL DRIVE, WHEELING, WV 26003.
FORM 990, PART XI, LINE 9:	NET RELATED ENTITY TRANSFERS TEMPORARY DISTRIBUTION AND RECLASSIFICATION MISC 28.
FORM 990, PART VII, SECTION A	WILLIAM J. YAEGER, JR. SERVES AS A MEMBER, DIRECTOR AND TREASURER OF THE CORPORATION AND AS TREASURER OF THE CLARA WELTY TRUST ("TRUST"). WILLIAM J. YAEGER, JR. IS A PARTNER OF THE LAW FIRM OF HERNDON, MORTON, HERNDON & YAEGER WHICH PERFORMS SERVICES FOR THE TRUST AND THE CORPORATION. THE SERVICES PROVIDED AND THE COMPENSATION FOR THE SERVICES RENDERED BY HERNDON, MORTON, HERNDON & YAEGER ("HMHY") ARE PURSUANT TO A WRITTEN AGREEMENT WHICH HAS BEEN REVIEWED AND APPROVED BY THE OTHER TRUSTEES OF THE TRUST AND BY THE CHAIRMAN OF THE BOARD OF DIRECTORS OF THE CORPORATION. THE SERVICES PROVIDED TO THE TRUST/CORPORATION BY THE LAW FIRM OF HMHY ARE PROVIDED AT THE WILL OF THE TRUST/CORPORATION AND MAY BE TERMINATED AT ANY TIME. WILLIAM J. YAEGER, JR. DOES NOT EXERCISE EXCLUSIVE CONTROL OVER THE ACTIONS OF THE TRUST OR THE CORPORATION. ALL INVOICES FOR LEGAL SERVICES ARE REVIEWED AND APPROVED, IN ADVANCE OF PAYMENT, BY THE CHAIRMAN OF THE EXECUTIVE COMMITTEE OF THE CORPORATION OR ONE OR MORE OF THE OTHER TRUSTEES OF THE CLARA WELTY TRUST. THE LAW FIRM OF HERNDON, RENDERS LEGAL SERVICES, ADMINISTERS THE ASSETS AND MANAGES OPERATIONS OF THE TRUST AND PROVIDES ACCOUNTING AND MISCELLANEOUS MANAGEMENT SERVICES TO THE CORPORATION. THE CORPORATION CONDUCTS ITS CHARITABLE ACTIVITIES THROUGH SEVERAL SUBSIDIARY NON-PROFIT LIMITED LIABILITY COMPANIES: THE WELTY HOME, LC., GOOD SHEPHERD NURSING HOME, LC., WELTY RETIREMENT APARTMENTS, LC. AND WELTY HOME REAL ESTATE, LC. THE TRUST OWNS TWO NON PROFIT SUBSIDIARIES. WELTRUST, LC IS THE TRUST'S NOMINEE TO HOLD INVESTMENTS AND WELTY TRUST REAL ESTATE, LC IS THE REAL ESTATE HOLDING COMPANY OF THE TRUST. THE FOLLOWING IS A PARTIAL LISTING OF SERVICES PROVIDED BY HMHY: CLARA WELTY TRUST: A) ACCOUNT FOR ALL INCOME, STOCK SPLITS, MERGERS, BOND MATURITIES, PURCHASED INTEREST ON BONDS, CALLS, REDEMPTIONS, ETC.; B) PAY ALL EXPENSES AND OTHER DAILY CASH MANAGEMENT; C) RECONCILE BROKERAGE AND BANK ACCOUNTS, INCLUDING SPECIAL CONSTRUCTION ACCOUNTS WHEN APPLICABLE; D) SUPERVISION AND DIRECTION OF THE INVESTMENT CUSTODIAN; E) MONITORING INVESTMENTS, INCLUDING REVIEWING ANNUAL REPORTS, PROXY STATEMENTS AND CAPITAL CHANGES; F) RECOMMEND CHANGES TO INVESTMENT OBJECTIVES; G) MAINTAIN ACCOUNTING JOURNALS INCLUDING TRIAL BALANCE AND CUMULATIVE GAINS AND LOSSES; H) CONFIRM RECEIPT OF ALL SCHEDULED DIVIDEND AND INTEREST PAYMENTS; I) MAKE DEPOSITS AND ISSUE CHECKS AS NEEDED; J) PREPARE AND FILE ALL REQUIRED TAX RETURNS AND OTHER REQUIRED FEDERAL AND STATE REPORTS; K) MAKE ALL DISBURSEMENTS TO THE WELTY HOME, LC, WELTY RETIREMENT APARTMENTS, LC, WELTY HOME REAL ESTATE, LC OR GOOD SHEPHERD NURSING HOME, LC AS DIRECTED BY TRUSTEES; L) REVIEW AND PREPARE ALL MISCELLANEOUS CORRESPONDENCE; M) PREPARE MONTHLY AND ANNUAL FINANCIAL STATEMENTS, AND OTHER PERIODIC REPORTS AS REQUIRED; N) RECORD KEEPING, INCLUDING PREPARATION OF MINUTES, BOOKS AND RECORDS OF THE TRUST AND ITS PROPERTIES; O) ADVISE TRUSTEES ON THE ESTABLISHMENT OF VARIOUS POLICIES AND PROCEDURES; P) ADMINISTRATION OF ALL FUNCTIONS OF WELTRUST, LC., A TAX-EXEMPT NOMINEE OWNED BY THE CLARA WELTY TRUST; Q) SUPERVISE AND REVIEW PREPARATION OF THE MONTHLY FUND INVESTMENT PORTFOLIO REPORT; R) PREPARE MATERIALS FOR INVESTMENT MEETINGS, INCLUDING INVESTMENT CHANGES, AND MINUTES OF THE MEETINGS; S) COMPLETE AND CONFIRM ALL AUTHORIZED SALES AND PURCHASES; T) CARRY OUT OTHER MISCELLANEOUS SERVICES AS REQUIRED; U) CARRY OUT NON RECURRING ENGAGEMENTS ON AN HOURLY BILLING ARRANGEMENT; AND V) WORK WITH AUDITORS. IN 2020 HMHY RECEIVED MANAGEMENT FEES FOR THE ABOVE DESCRIBED SERVICES TO THE CLARA WELTY TRUST IN THE AMOUNT OF $119,677.00. NO EMPLOYEE BENEFITS WERE RECEIVED. WELTY HOME FOR THE AGED, INC.: A) ACCOUNT FOR ALL INCOME INCLUDING INCOME FROM WELTY RETIREMENT APARTMENTS, LC AND THE WELTY HOME, LC, A LICENSED ASSISTED LIVING FACILITY; B) MANAGE PROPERTIES HELD FOR TEMPORARY INVESTMENT UNTIL ADOPTED FOR CHARITABLE PURPOSES; C) PAY ALL EXPENSES AND OTHER DAILY CASH MANAGEMENT; D) RECONCILE BROKERAGE AND BANK ACCOUNTS, INCLUDING SPECIAL CONSTRUCTION ACCOUNTS WHEN APPLICABLE; E) SUPERVISION AND DIRECTION OF INVESTMENT CUSTODIAN; F) MONITORING OF INVESTMENTS, INCLUDING REVIEWING ANNUAL REPORTS, PROXY STATEMENTS, CAPITAL CHANGES AND PERFORMANCE; G) RECOMMEND CHANGES TO INVESTMENT OBJECTIVES; H) CONFIRM RECEIPT OF ALL SCHEDULED DIVIDEND AND INTEREST PAYMENTS; I) RECONCILE STOCK SPLITS, MERGERS, CALLS, BOND MATURITIES, PURCHASED INTEREST ON BONDS, REDEMPTIONS, ETC.; J) COLLECT ALL REVENUE FOR WELTY HOME AGED, INC AND WELTY HOME REAL ESTATE; K) REVIEW AND PAY ALL EXPENSES OF THE CORPORATION & WELTY HOME REAL ESTATE; L) PREPARE ALL DEPOSITS AND ISSUE CHECKS AS NEEDED; M) PREPARE AND FILE ALL REQUIRED TAX RETURNS AND OTHER REQUIRED FEDERAL AND STATE REPORTS, FORMS 1099 AND ANNUAL FORM 990 AND PERIODIC REPORTS OF THE WELTY HOME FOR THE AGED, INC. AND WELTY HOME REAL ESTATE, LC; N) REVIEW AND PREPARE ALL MISCELLANEOUS CORRESPONDENCE; O) PREPARE MONTHLY AND ANNUAL FINANCIAL STATEMENTS, AND OTHER PERIODIC REPORTS AS REQUIRED; P) MAINTAIN ACCOUNTING JOURNALS, INCLUDING TRIAL BALANCE AND JOURNAL OF CUMULATIVE GAINS AND LOSSES; Q) RECORD KEEPING, INCLUDING PREPARATION OF MINUTES, BOOKS AND RECORDS OF THE CORPORATION, ITS OPERATIONS AND ITS PROPERTIES; R) ONGOING AND CONTINUOUS SERVICES AS GENERAL LEGAL COUNSEL FOR ROUTINE LEGAL MATTERS; S) PREPARATION OF MOTIONS, RESOLUTIONS, AGENDAS AND SUPPORTING MATERIALS FOR THE BOARD OF DIRECTORS MEETINGS; T) ADVISE THE BOARD OF DIRECTORS ON THE ESTABLISHMENT OF VARIOUS POLICIES AND PROCEDURES; U) ADMINISTRATION OF ALL OTHER CORPORATE FUNCTIONS OF THE WELTY HOME FOR THE AGED, INC.; V) SUPERVISE AND REVIEW PREPARATION OF THE MONTHLY FUND INVESTMENT PORTFOLIO REPORT; W) PREPARE MATERIALS FOR INVESTMENT MEETINGS AND MINUTES OF THE MEETING; X) COMPLETE AND CONFIRM ALL AUTHORIZED SALES AND PURCHASES; Y) PREPARE MONTHLY BALANCE SHEET AND INCOME STATEMENTS, INCLUDING DEPRECIATION SCHEDULE; Z) PERIODIC CONFERENCES, AS NECESSARY, WITH FACILITY MANAGERS CONCERNING ACCOUNTING MATTERS, COMPLIANCE MATTERS, RESULTS OF OPERATIONS, OPERATIONS PLANNING, AND CAPITAL IMPROVEMENT PLANNING; AA) INVESTIGATE AND RESOLVE OPERATIONAL PROBLEMS AND FINANCIAL DISPUTES WITH VENDORS AND RESIDENTS; BB) APPROVE ADJUSTMENTS TO RENTS AND CHARGES TO RESIDENTS; CC) CARRY OUT OTHER MISCELLANEOUS SERVICES AS REQUIRED; DD) CARRY OUT NON RECURRING ENGAGEMENTS ON AN HOURLY BILLING ARRANGEMENT; AND EE) WORK WITH AUDITORS. WELTY RETIREMENT APARTMENTS, LC: A) INVESTIGATE OPERATIONAL PROBLEMS AND FINANCIAL DISPUTES WITH VENDORS AND RESIDENTS; B) APPROVE ADJUSTMENTS TO RENTS AND CHARGES TO RESIDENTS; C) REVIEW VARIOUS CONTRACTS AND ACCOUNT AGREEMENTS WITH VENDORS; D) PERIODIC CONFERENCES WITH FINANCIAL INSTITUTIONS CONCERNING ACCOUNT MAINTENANCE AND RECONCILIATION OF INCOME; E) CARRY OUT NON RECURRING ENGAGEMENTS ON AN HOURLY BILLING ARRANGEMENT. TOTAL COMPENSATION TO HMHY FROM WELTY HOME FOR THE AGED, INC. FOR ITS SERVICES AS DESCRIBED ABOVE IN 2020 WAS $148,620.00. NO EMPLOYEE BENEFITS WERE RECEIVED. TOTAL COMPENSATION TO HMHY IN 2019 FOR LEGAL SERVICES PERFORMED ON BEHALF OF THE VARIOUS ENTITIES WAS AS FOLLOWS: WELTY HOME FOR THE AGED, INC. (0), GOOD SHEPHERD NURSING HOME, LC ($68,074.75), THE WELTY HOME, LC ($1,236.00), WELTY RETIREMENT APARTMENTS, LC ($2,640.00), WELTY HOME REAL ESTATE ($0) AND MANAGEMENT FEES OF (76,669.21). BOARD OF DIRECTORS MATTERS: WILLIAM J. YAEGER, JR. VOLUNTEERS, WITHOUT CHARGE, APPROXIMATELY 40 HOURS PER YEAR FOR PREPARATION AND ATTENDANCE AT THE WELTY HOME FOR THE AGED, INC. BOARD OF DIRECTORS MEETINGS AND APPROXIMATELY 30 HOURS PER YEAR FOR PREPARATION AND ATTENDANCE AT THE GOOD SHEPHERD NURSING HOME EXECUTIVE COMMITTEE MEETINGS.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

WELTY HOME FOR THE AGED INC

Employer identification number

55-0362615

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) GOOD SHEPHERD NURSING HOME LC 159 EDGINGTON LANE WHEELING,WV26003 55-0521890	SKILLED CARE NURSING FACILITY (DESCRIPTION AT 990, PART III, 4A)	WV	26,011,142	25,555,343	N/A
(2) THE WELTY HOME LC 52 WASHINGTON AVE WHEELING,WV26003 41-2260177	ASSISTED LIVING FACILITY (EXPANDED DESCRIPTION AT 990, PART III, 4B)	WV	2,023,793	4,184,007	N/A
(3) WELTY RETIREMENT APARTMENTS LC 159 EDGINGTON LANE WHEELING,WV26003 20-3918563	HOUSING FOR ELDERLY (EXPANDED DESCRIPTION AT 990, PART III, 4C)	WV	3,299,015	6,746,086	N/A
(4) WELTY HOME REAL ESTATE LC 83 EDGINTON LANE WHEELING,WV26003 55-0362615	REAL ESTATE HOLDING COMPANY (EXPANDED DESCRIPTION AT 990, PART III, 4D)	WV	-213,764	2,403,046	N/A

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)ROMAN CATHOLIC DIOCESE OF WHEELING-CHARLESTON 1310 BYRON STREET WHEELING,WV26003 55-0357023	RELIGION	WV	501(C)(3)	LINE 1	N/A		No
(2)THE CLARA WELTY TRUST 83 EDGINGTON LANE WHEELING,WV26003 55-6021397	SUPPORTING ORGANIZATION TO BENEFIT WELTY HOME FOR THE AGED, INC.	WV	501(C)(3)	LINE 11	N/A		No
(3)WELTRUST LC 83 EDGINGTON LANE WHEELING,WV26003 55-6021397	TITLE HOLDING COMPANY (DISREGARDED ENTITY) OWNED BY CLARA WELTY TRUST	WV	501(C)(3)	LINE 11	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2020

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2020

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) ROMAN CATHOLIC DIOCESE OF WHEELING-CHARLESTON	K	159,361	NEGOTIATED AGREEMENT
(2) THE CLARA WELTY TRUST	K	1,373,434	FMV (ARNETT & FOSTER APPRAISAL)

Schedule R (Form 990) 2020

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2020

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2020

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	517
6	Total number of volunteers (estimate if necessary) .............	6	26
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	187,179	1,700,196
9	Program service revenue (Part VIII, line 2g) .........	25,896,917	27,881,399
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	563,625	450,116
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,064,289	2,518,377
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	29,712,010	32,550,088
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	16,281,780	17,410,581
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	10,877,014	11,751,344
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	27,158,794	29,161,925
19	Revenue less expenses. Subtract line 18 from line 12.......	2,553,216	3,388,163
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	49,247,922	53,967,541
21	Total liabilities (Part X, line 26).............	4,848,582	6,180,010
22	Net assets or fund balances. Subtract line 21 from line 20.....	44,399,340	47,787,531

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 22,980,243 including grants of $ ) (Revenue $ 24,207,132 )
	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 64.2% OF ITS 192-BED CAPACITY CONSISTS OF DEPARTMENT OF WELFARE (MEDICAID) PATIENTS. IN SEPTEMBER 2017 GSNH STARTED A SKILLED CARE THERAPY PROGRAM.

4b	(Code: ) (Expenses $ 2,415,895 including grants of $ ) (Revenue $ 2,023,793 )
	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 2020, THE WELTY HOME, LC PROVIDED APPROXIMATELY $87,450.00 OF FINANCIAL ASSISTANCE TO RESIDENTS WHO WERE UNABLE TO PAY THE FULL AMOUNT OF THE REGULAR OCCUPANCY FEES.

4c	(Code: ) (Expenses $ 3,155,578 including grants of $ ) (Revenue $ 1,650,474 )
	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 LIVE 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, (CONTINUED AT SCHEDULE O) (CONTINUED) 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.

	(Code: ) (Expenses $ -140,023 including grants of $ ) (Revenue $ 1,629,023 )
	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%.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ -140,023 including grants of $ ) (Revenue $ 1,629,023 )
4e	Total program service expenses28,411,693

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)				(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) MOST REV MARK E BRENNAN...................................................................... PRESIDENT	1.00 ................. 0.30	X	X			0	0	0
(2) REV MSGR EUGENE OSTROWSKI...................................................................... SECRETARY	1.00 ................. 0.30	X	X			0	0	0
(3) WILLIAM J YAEGER JR...................................................................... TREASURER	6.00 ................. 4.00	X	X			148,620	119,667	0
(4) MR PENN KURTZ...................................................................... DIRECTOR	0.70 .................	X				0	0	0
(5) MRS WILLIAM J YAEGER JR...................................................................... DIRECTOR	0.70 .................	X				0	0	0
(6) MR LAWRENCE E BANDI...................................................................... DIRECTOR	0.20 ................. 0.20	X				0	0	0
(7) MRS ELIZABETH F GATES...................................................................... DIRECTOR	0.70 .................	X				0	0	0
(8) MRS ANN KOEGLER...................................................................... DIRECTOR	0.20 .................	X				0	0	0
(9) MRS LOUISE COULLING...................................................................... DIRECTOR	0.20 .................	X				0	0	0
(10) MR DONALD R KIRSCH...................................................................... ADMINISTRATOR	54.85 .................			X		342,500	0	26,000
(11) RANDALL L FORZANO...................................................................... HUMAN RESOURCE DIRECTOR	45.19 .................				X	156,870	0	26,817
(12) DEBORAH A MALENA...................................................................... NURSE - RN	60.45 .................				X	161,040	0	10,192
(13) EDITH TAYLOR...................................................................... NURSE - RN	56.79 .................				X	137,725	0	10,494
(14) ELEANOR O'CONNELL REXROAD...................................................................... DIRECTOR OF NURSING	52.13 .................				X	125,095	0	10,836
(15) RHONDA L LOUGH...................................................................... ADMINISTRATIVE RN	55.07 .................				X	126,301	0	10,494

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,198,151	119,667	94,833

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,700,196

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,700,196

		Business Code
2a	GSNH, LC	623000	24,207,132	24,207,132
b	THE WELTY HOME,LC	623000	2,023,793	2,023,793
c	WELTY RET. APT, LC	623000	1,650,474	1,650,474
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		27,881,399

3 Investment income (including dividends, interest, and othersimilar amounts) ......			283,428			283,428
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,209,403	7a
b	Less: cost or other basis and sales expenses		1,042,715	7b
c	Gain or (loss)		166,688	7c
d	Net gain or (loss).........			166,688			166,688
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	IMPUTED INCOME- FREE FACILITIES		623000	1,629,023	1,629,023
b	CHANGE IN UNREALIZED GAIN/LOSS		623000	889,354			889,354
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			2,518,377
12	Total revenue. See instructions.....			32,550,088	29,510,422	0	1,339,470

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	517,120		517,120
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	12,617,245	12,617,245
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	347,737	347,737
9	Other employee benefits .......	2,646,331	2,646,331
10	Payroll taxes ...........	1,282,148	1,282,148
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	3,300		3,300
c	Accounting ...........	158,810		158,810
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....	98,834	98,834
13	Office expenses .......	2,734,242	2,675,687	58,555
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	3,833,821	3,821,374	12,447
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........	116,701	116,701
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,850,545	1,850,545
23	Insurance ...	191,463	191,463
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	IMPUTED RENTAL EXPENSE	1,629,023	1,629,023
b	EQUIPMENT RENTAL AND MA	845,029	845,029
c	BAD DEBT EXPENSE	239,576	239,576
d	LITIGATION	50,000	50,000
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	29,161,925	28,411,693	750,232	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,311	1	2,312
2	Savings and temporary cash investments .........			3,753,109	2	8,417,374
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			2,650,680	4	2,093,210
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			221,574	8	467,442
9	Prepaid expenses and deferred charges ......			226,144	9	225,801
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	51,324,058
b	Less: accumulated depreciation	10b	23,470,060	28,655,505	10c	27,853,998
11	Investments—publicly traded securities .			13,732,440	11	14,897,237
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			6,159	15	10,167
16	Total assets. Add lines 1 through 15 (must equal line 33)...			49,247,922	16	53,967,541

17	Accounts payable and accrued expenses .....	1,874,867	17	1,137,462
18	Grants payable ...		18	2,570,715
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	2,967,556	23	2,461,666
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	6,159	25	10,167
26	Total liabilities. Add lines 17 through 25..	4,848,582	26	6,180,010

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	41,422,832	27	44,811,023
28	Net assets with donor restrictions ...........	2,976,508	28	2,976,508
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	44,399,340	32	47,787,531
33	Total liabilities and net assets/fund balances ........	49,247,922	33	53,967,541