MARTIN HEALTH CENTER INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN HEALTH CENTER INC (EIN 42-0680487)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-25
- IRS object ID
- 202332989349301838
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-25T16:40:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420680487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN HEALTH CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 3192772141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5307 CARAWAY LANE | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK O'LEARY | PersonNm |
| Person Title | CHIEF STRATEGY OFFICER | PersonTitleTxt |
| Phone | 3192772141 | PhoneNum |
| Signature | 2023-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICK | PersonFirstNm |
| Person Last | OLEARY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MACKENZIE MCNAUGHTON | PreparerPersonNm |
| PTIN | P02025805 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-10-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK O'LEARY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5307 CARAWAY LANE | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,494,010 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTERNHOMECOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | SEEKS TO CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES AND THOSE WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 152 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,865,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,753,148 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,493,984 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $26 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $19,618,814 | PYTotalRevenueAmt |
| CY Total Revenue | $17,494,010 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,518,733 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,463,079 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,353,457 | PYOtherExpensesAmt |
| CY Other Expenses | $11,125,423 | CYOtherExpensesAmt |
| PY Total Expenses | $19,872,190 | PYTotalExpensesAmt |
| CY Total Expenses | $20,588,502 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$253,376 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,094,492 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,811,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,295,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,978,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,556,671 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,166,482 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$6,260,974 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ASSERTIVELY SEEKS TO CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,615,211 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $17,493,984 | RevenueAmt |
| Desc | OFFERING COMPASSIONATE CARE AND SERVICES FOR SENIORS THROUGH OPERATION OF A 100 BED NURSING FACILITY, AND BY OFFERING IN-HOME COMPANION AND POST HOSPITAL CARE SERVICES. | Desc |
| Total Program Service Expenses | $17,615,211 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI BROCKELSBY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3192772141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5307 CARAWAY LANE | AddressLine1Txt |
| City | CEDAR FALLS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50613 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SARAH BROWN | ||||||||
| BOARD CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD GAINES | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LARRY FOX | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG SCHMITZ | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD FRANKHAUSER | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NAFISSA EGBUONYE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW MORSE | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANNE SCHULTZ | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRIS HANSEN | ||||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | 39.00 | Yes (X) | $0 | $439,261 | $40,304 | ||
| PAT O'LEARY | ||||||||
| CSO | 1.00 | 39.00 | Yes (X) | $0 | $310,636 | $37,309 | ||
| JERRY HARRIS | ||||||||
| CHIEF OPERATING OFFICER | 1.00 | 39.00 | Yes (X) | $0 | $228,146 | $38,114 | ||
| DARRELL MCCORMICK | ||||||||
| DCO | 1.00 | 39.00 | Yes (X) | $0 | $173,892 | $43,538 | ||
| WENDY AGER | ||||||||
| OPERATIONS SR DIRECTOR | 1.00 | 39.00 | $0 | $171,840 | $7,877 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,323,775 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $167,142 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HELPING HANDS HEALTHCARE SOLUTIONS | |||||
| 2563 KATE STREET | WATERLOO | IA | 50701 | CONTRACT STAFFING | $1,622,445 |
| LOTUS ABOVE & BEYOND HEALTHCARE STAFFING | |||||
| 900 2ND AVE NE | OELWEIN | IA | 50662 | CONTRACT STAFFING | $990,677 |
| MEDICAL SOLUTIONS LLC | |||||
| PO BOX 850737 | MINNEAPOLIS | MN | 55485 | CONTRACT STAFFING | $317,871 |
| GRAPETREE MEDICAL STAFFING INC | |||||
| PO BOX 5340 | SIOUX FALLS | SD | 57117 | CONTRACT STAFFING | $305,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ROUTINE CARE SERVICES | 623000 | $17,397,087 | $17,397,087 |
| ACO SHARED SAVINGS | 623990 | $96,897 | $96,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,493,984 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26 | TotalRevenueColumnAmt |
| Exclusion | $26 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,494,010 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,493,984 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,947,070 | TotalAmt |
| Program Services | $7,428,900 | ProgramServicesAmt |
| Management And General | $518,170 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,735 | TotalAmt |
| Program Services | $110,493 | ProgramServicesAmt |
| Management And General | $13,242 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,180 | TotalAmt |
| Program Services | $734,519 | ProgramServicesAmt |
| Management And General | $65,661 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,094 | TotalAmt |
| Program Services | $554,564 | ProgramServicesAmt |
| Management And General | $37,530 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,641 | TotalAmt |
| Management And General | $1,311,641 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,573,151 | TotalAmt |
| Program Services | $4,452,640 | ProgramServicesAmt |
| Management And General | $120,511 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,427 | TotalAmt |
| Management And General | $20,427 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,145 | TotalAmt |
| Management And General | $229,145 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,065 | TotalAmt |
| Program Services | $460,309 | ProgramServicesAmt |
| Management And General | $70,756 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,306 | TotalAmt |
| Program Services | $63,475 | ProgramServicesAmt |
| Management And General | $831 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,223 | TotalAmt |
| Program Services | $829,223 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,319 | TotalAmt |
| Program Services | $1,133,319 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,905 | TotalAmt |
| Program Services | $127,905 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & DEPARTMENT SUPPL | $1,307,486 | $1,302,438 | $5,048 |
| LICENSES, DUES & SUBSCR | $567,370 | $567,370 | |
| OTHER GENERAL & ADMIN | $279,511 | $266,552 | $12,959 |
| COVID-19 EXPENSES | $86,409 | $86,409 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,465 | TotalAmt |
| Program Services | $64,465 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,588,502 | TotalAmt |
| Program Services | $17,615,211 | ProgramServicesAmt |
| Management And General | $2,973,291 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,325 | BOYAmt |
| EOY | $19,970 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,682 | BOYAmt |
| EOY | $681,056 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,891 | BOYAmt |
| EOY | $110,737 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,815,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,333,915 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,491,587 | BOYAmt |
| EOY | $19,481,094 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,248 | BOYAmt |
| EOY | $2,840 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,811,733 | BOYAmt |
| EOY | $20,295,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,223,622 | BOYAmt |
| EOY | $1,162,195 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,562,926 | BOYAmt |
| EOY | $18,122,863 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,729 | BOYAmt |
| EOY | $1,141,905 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,938 | BOYAmt |
| EOY | $6,129,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,978,215 | BOYAmt |
| EOY | $26,556,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,166,482 | BOYAmt |
| EOY | -$6,260,974 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,166,482 | BOYAmt |
| EOY | -$6,260,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,811,733 | BOYAmt |
| EOY | $20,295,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,094,492 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $223,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $873,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,663,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,865,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $4,626,755 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,070,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,493,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,722,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,653,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,397,087 | CurrentTaxYearAmt |
| Total | $78,337,486 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,294,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,366,979 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,386,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,519,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,397,087 | CurrentTaxYearAmt |
| Total | $82,964,241 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $82,964,241 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $26 | CurrentTaxYearAmt |
| Total | $3,486 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $26 | CurrentTaxYearAmt |
| Total | $3,486 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,297,638 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,367,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,386,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,519,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,397,113 | CurrentTaxYearAmt |
| Total | $82,967,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,830 | OtherCostOrOtherBasisAmt |
| Book Value | $107,830 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,179,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,934,865 | DepreciationAmt |
| Book Value | $18,245,043 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,525,747 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,399,050 | DepreciationAmt |
| Book Value | $1,126,697 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,524 | OtherCostOrOtherBasisAmt |
| Book Value | $1,524 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,481,094 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY PAYABLE | Desc |
| Amt | $6,129,708 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,129,708 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRIS HANSEN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $439,261 | $0 | $0 | $0 | $0 | $0 | $12,200 | $0 | $28,104 | $0 | $479,565 | $0 | $0 |
| PAT O'LEARY | ||||||||||||||
| CSO | $0 | $310,636 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $37,309 | $0 | $347,945 | $0 | $0 |
| JERRY HARRIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $228,146 | $0 | $0 | $0 | $0 | $0 | $9,523 | $0 | $28,591 | $0 | $266,260 | $0 | $0 |
| DARRELL MCCORMICK | ||||||||||||||
| DCO | $0 | $173,892 | $0 | $0 | $0 | $0 | $0 | $7,400 | $0 | $36,138 | $0 | $217,430 | $0 | $0 |
| WENDY AGER | ||||||||||||||
| OPERATIONS SR DIRECTOR | $0 | $171,840 | $0 | $0 | $0 | $0 | $0 | $6,859 | $0 | $1,018 | $0 | $179,717 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION USING LEADINGAGE SALARY SURVEYS AS WELL AS OTHER COMPARABLE DATA. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| IOWA FINANCE AUTHORITY | |||||||
| A | 521699886 | 2013-12-23 | $17,420,000 | SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) | 0 | 0 | 0 |
| IOWA FINANCE AUTHORITY | |||||||
| B | 521699886 | 2015-12-01 | $5,165,000 | SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) | 0 | 0 | 0 |
| IOWA FINANCE AUTHORITY | |||||||
| C | 521699886 | 2016-11-08 | $32,500,000 | SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $4,003,656 | $17,420,000 | $5,519,570 | $11,561,005 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $1,156,328 | $5,165,000 | $5,063,412 | Yes (1) | 0 | Yes (1) | Yes (1) | $101,588 | |
| C | $3,442,205 | $32,500,000 | $32,177,935 | Yes (1) | 0 | Yes (1) | Yes (1) | $322,065 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION FORM 990 WILL BE DISTRIBUTED TO ALL MEMBERS OF THE BOARD VIA EMAIL AND DURING THE BOARD MEETING AND WILL BE REVIEWED BY ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY COVERS ANY OFFICER, DIRECTOR, BOARD MEMBER, KEY EMPLOYEE OR MANAGER OF WHS. EMPLOYEES MUST PROMPTLY DISCLOSE TO THE WHS AND ITS AFFILIATES ANY RELATIONSHIP, OWNERSHIP, INVESTMENT OR BUSINESS INTEREST, WHETHER DIRECT OR INDIRECT, THAT THE EMPLOYEE OR A MEMBER OF HIS/HER IMMEDIATE FAMILY HAS WITH ANY PERSON, OR IN ANY BUSINESS OR ENTERPRISE (OTHER THAN PUBLICLY TRADED SECURITIES). PRESENTATIONS OF POSSIBLE CONFLICTS OF INTEREST ARE DONE AT BOARD MEETINGS. AFTER THE PRESENTATION, THE INDIVIDUAL SHOULD LEAVE THE ROOM WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE 990 IS AVAILABLE ON GUIDESTAR AND THE JOURNAL IS A MONTHLY PUBLICATION SENT OUT BY WESTERN HOME TO ALL RESIDENTS AND THOSE WHO MAKE A REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS WILL BE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES - ANCILLARY SERVICES: PROGRAM SERVICE EXPENSES 496,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 496,028. PURCHASED SERVICES - CLINICAL SUPPORT: PROGRAM SERVICE EXPENSES 3,956,612. MANAGEMENT AND GENERAL EXPENSES 71,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,028,148. PURCHASED SERVICES - IT SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 48,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,975. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTING THE INDEPENDENT AUDITORS TO PERFORM THE AUDIT. THE BOARD IS ALSO RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND OF THE FINANCIAL STATEMENTS. THIS PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESTERN HOME FOUNDATION | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 421505760 | SUPPORT RELATED ORGANIZATIONS THROUGH GIFTS, STEWARDSHIP, AND EDUCATION | IA | 501(C)(3) | LINE 12A, I | WESTERN HOME SERVICES INC | 0 | |
| WESTERN HOME SERVICES INC | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 272825987 | PROVIDE MANAGEMENT AND SUPPORTIVE SERVICES TO RELATED ORGANIZATIONS | IA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| WESTERN HOME GROUP | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 455139878 | PROVIDE IN-HOME CARE FOR ELDERLY AND POST-HOSPITAL PATIENTS, AND OPERATE MUL | IA | 501(C)(3) | LINE 10 | WESTERN HOME SERVICES INC | 0 | |
| CREEKSIDE INC | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 471181061 | TO PROVIDE INDEPENDENT LIVING SERVICES FOR RESIDENTS | IA | 501(C)(3) | LINE 10 | WESTERN HOME SERVICES INC | 0 | |
| MADRID HOME FOR THE AGING | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 421094104 | TO PROVIDE SERVICES TO SENIORS | IA | 501(C)(3) | LINE 10 | CREEKSIDE INC | 0 | |
| LUTHERAN HOME FOR THE AGING | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 420680326 | OWN AND MAINTAIN CAPITAL ASSETS | IA | 501(C)(3) | LINE 10 | MADRID HOME FOR THE AGING | 0 | |
| FORTIFIED LIFE INC | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 854058595 | WELLNESS, INTERVENTIONS & CARE OPTIONS FOR SENIORS | IA | 501(C)(3) | LINE 10 | WESTERN HOME SERVICES INC | 0 | |
| WHSN INC | |||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 854082962 | HOLDING CO. ALLOWING EFFICIENT CONTROL & GUIDANCE OF RELATED NONPROFITS | IA | 501(C)(3) | LINE 10 | WESTERN HOME SERVICES INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|
| TECH OF AGES LLC | ||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 352453636 | PROVIDE INFORMATION TECHNOLOGY SERVICES AND SUPPORT | IA | WESTERN HOME SERVICES INC | C | 0 | |
| WESTERN HOME MANAGEMENT LLC | ||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 352628318 | PROVIDES MANAGEMENT AND SUPPORTIVE SERVICES TO UNRELATED ORGANIZATIONS | IA | C | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TECH OF AGES INC | ||
| P | $229,145 | ACTUAL |
| WESTERN HOME SERVICES INC | ||
| Q | $1,311,641 | ACTUAL |