WESTERN HOME SERVICES INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN HOME SERVICES INC (EIN 27-2825987)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349320610
- Schema version
- 2024v5.2
- 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 | 2025-11-17T16:07:37-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 10401 W INNOVATION DR STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272825987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN HOME SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | 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 | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN DONLEVY | PreparerPersonNm |
| PTIN | P01670215 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2025-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $17,018,036 | 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 | 2011 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORTIVE SERVICES TO THE RELATED ORGANIZATIONS TO FURTHER THEIR MISSION OF PROVIDING HOUSING AND HEALTHCARE BY OPERATION OF NURSING, ASSISTED LIVING, AND INDEPENDENT LIVING FACILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1024 | TotalEmployeeCnt |
| Total Volunteers | 2766 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,550,758 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,116,446 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,292,954 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,490,241 | CYProgramServiceRevenueAmt |
| PY Investment Income | $202,747 | PYInvestmentIncomeAmt |
| CY Investment Income | $259,246 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,263,302 | PYOtherRevenueAmt |
| CY Other Revenue | $4,973,425 | CYOtherRevenueAmt |
| PY Total Revenue | $14,309,761 | PYTotalRevenueAmt |
| CY Total Revenue | $15,839,358 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $292,566 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,162,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,522,045 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,058,818 | PYOtherExpensesAmt |
| CY Other Expenses | $7,572,014 | CYOtherExpensesAmt |
| PY Total Expenses | $16,233,255 | PYTotalExpensesAmt |
| CY Total Expenses | $19,386,625 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,923,494 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,547,267 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,612,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,532,460 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,644,181 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,684,552 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$32,043 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,152,092 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MANAGEMENT ADMINISTRATIVE AND OTHER SUPPORTIVE SERVICES TO THE RELATED ENTITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,628,211 | ExpenseAmt |
| Grant | $292,566 | GrantAmt |
| Revenue | $9,490,241 | RevenueAmt |
| Desc | TO PROVIDE MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORTIVE SERVICES TO THE RELATED ORGANIZATIONS TO FURTHER THEIR MISSION OF PROVIDING HOUSING AND HEALTHCARE BY OPERATION OF NURSING, ASSISTED LIVING, AND INDEPENDENT LIVING FACILITIES. | Desc |
| Total Program Service Expenses | $9,628,211 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1024 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 (17 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |||
| DIANNE SCHULTZ | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS HANSEN | |||||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | 39.00 | Yes (X) | $498,804 | $0 | $45,481 | |||
| PAT O'LEARY | |||||||||
| CSO | 1.00 | 39.00 | Yes (X) | $321,070 | $0 | $53,536 | |||
| JERRY HARRIS | |||||||||
| CHIEF OPERATING OFFICER | 1.00 | 39.00 | Yes (X) | $243,850 | $0 | $41,307 | |||
| DARRELL MCCORMICK | |||||||||
| DCO | 1.00 | 39.00 | Yes (X) | $262,348 | $0 | $50,425 | |||
| WENDY AGER | |||||||||
| OPERATIONS SR DIRECTOR | 1.00 | 39.00 | $195,524 | $0 | $8,981 | Yes (X) | |||
| MARK CONWAY | |||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | $171,256 | $0 | $8,064 | Yes (X) | |||
| SHERRI BROCKELSBY | |||||||||
| SENIOR DIRECTOR OF FINANCE | 40.00 | 0.00 | $146,622 | $0 | $6,795 | Yes (X) | |||
| AMANDA MCCORMACK | |||||||||
| SYSTEM HUMAN RESOURCES OFF | 40.00 | 0.00 | $140,115 | $0 | $17,661 | Yes (X) | |||
| STACY GIBBS | |||||||||
| DIRECTOR OF THERAPY | 40.00 | 0.00 | $139,409 | $0 | $6,310 | Yes (X) | |||
| SCOTT KRAMER | |||||||||
| ADMINISTRATOR | 40.00 | 0.00 | $134,241 | $0 | $6,124 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,253,239 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $244,684 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LOTUS ABOVE & BEYOND HEALTHCARE STAFFING | |||||
| 1297 S FREDERICK AVE | OELWEIN | IA | 50662 | HEALTHCARE STAFFING | $557,214 |
| HELPING HANDS HEALTHCARE SOLUTIONS | |||||
| 2563 KATE STREET | WATERLOO | IA | 50701 | HEALTHCARE SERVICES | $305,720 |
| CLIFTONLARSONALLEN LLP | |||||
| 220 SOUTH 6TH ST UNIT 300 | MINNEAPOLIS | MN | 55402 | PROFESSIONAL SERVICES | $179,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $461,435 | RelatedOrganizationsAmt |
| All Other Contributions | $655,011 | AllOtherContributionsAmt |
| Total Contributions | $1,116,446 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 541610 | $9,425,382 | $9,425,382 |
| OTHER PROGRAM SERVICES | 623990 | $44,872 | $44,872 |
| FRIENDS OF WESTERN HOME | 623990 | $19,987 | $19,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,490,241 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,176 | TotalRevenueColumnAmt |
| Exclusion | $267,176 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,144,173 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,170,748 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,973,425 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,973,425 | TotalRevenueColumnAmt |
| Exclusion | $4,973,425 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,930 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$7,930 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,930 | TotalRevenueColumnAmt |
| Exclusion | -$7,930 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,839,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,490,241 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,232,671 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,566 | TotalAmt |
| Program Services | $292,566 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,791,850 | TotalAmt |
| Program Services | $4,054,152 | ProgramServicesAmt |
| Management And General | $5,737,698 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,992 | TotalAmt |
| Program Services | $75,276 | ProgramServicesAmt |
| Management And General | $104,716 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,366 | TotalAmt |
| Program Services | $251,139 | ProgramServicesAmt |
| Management And General | $571,227 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,837 | TotalAmt |
| Program Services | $305,460 | ProgramServicesAmt |
| Management And General | $422,377 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,783 | TotalAmt |
| Management And General | $33,783 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533,898 | TotalAmt |
| Program Services | $858,101 | ProgramServicesAmt |
| Management And General | $675,797 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,886 | TotalAmt |
| Program Services | $741 | ProgramServicesAmt |
| Management And General | $143,145 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,161 | TotalAmt |
| Program Services | $12,161 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,472 | TotalAmt |
| Program Services | $103,472 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,444 | TotalAmt |
| Program Services | $600,564 | ProgramServicesAmt |
| Management And General | $258,880 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,122 | TotalAmt |
| Program Services | $7,964 | ProgramServicesAmt |
| Management And General | $62,158 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,537,746 | TotalAmt |
| Management And General | $1,537,746 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,955 | TotalAmt |
| Program Services | $1,071,955 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,785 | TotalAmt |
| Management And General | $56,785 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & DEPARTMENT SUPPL | $1,665,644 | $1,603,234 | $62,410 |
| OTHER GENERAL & ADMIN | $398,832 | $309,830 | $89,002 |
| LICENSES, PERMITS, & FE | $68,836 | $66,146 | $2,690 |
| DUES & SUBSCRIPTIONS | $15,450 | $15,450 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,386,625 | TotalAmt |
| Program Services | $9,628,211 | ProgramServicesAmt |
| Management And General | $9,758,414 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,066,849 | BOYAmt |
| EOY | $3,185,883 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,719 | BOYAmt |
| EOY | $600,382 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,311 | BOYAmt |
| EOY | $754,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,225,229 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,090,088 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,730,358 | BOYAmt |
| EOY | $31,135,141 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,394,172 | BOYAmt |
| EOY | $6,286,893 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,729 | BOYAmt |
| EOY | $569,543 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,612,138 | BOYAmt |
| EOY | $42,532,460 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,403 | BOYAmt |
| EOY | $1,834,328 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,061,186 | BOYAmt |
| EOY | $2,475,575 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,238,038 | BOYAmt |
| EOY | $11,052,662 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,256,554 | BOYAmt |
| EOY | $30,321,987 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,644,181 | BOYAmt |
| EOY | $45,684,552 | 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 | -$53,043 | BOYAmt |
| EOY | -$3,173,092 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,000 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$32,043 | BOYAmt |
| EOY | -$3,152,092 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,612,138 | BOYAmt |
| EOY | $42,532,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,547,267 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $427,218 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WESTERN HOME GROUP INC | ||||
| 455139878 | 10 | 0 | $0 | $0 |
| MARTIN HEALTH CENTER INC | ||||
| 420680487 | 10 | 0 | $0 | $0 |
| WESTERN HOME FOUNDATION INC | ||||
| 421505760 | 10 | 0 | $0 | $0 |
| CREEKSIDE INC | ||||
| 471181061 | 10 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, LINE 1 | WESTERN HOME SERVICES, INC. HAS A CONTINUING AND HISTORIC RELATIONSHIP WITH ALL OF ITS SUPPORTED ORGANIZATIONS AND IS CLOSELY MONITORED THROUGH OVERLAPPING BOARD CONTROL. |
| PART I, LINE 12G, COLUMN IV: | WESTERN HOME SERVICES, INC. HAS A CONTINUING AND HISTORIC RELATIONSHIP WITH WESTERN HOME GROUP, INC AND IS CLOSELY MONITORED THROUGH OVERLAPPING BOARD CONTROL. |
| PART I, LINE 12G, COLUMN IV: | WESTERN HOME SERVICES, INC. HAS A CONTINUING AND HISTORIC RELATIONSHIP WITH MARTIN HEALTH CENTER INC. AND IS CLOSELY MONITORED THROUGH OVERLAPPING BOARD CONTROL. |
| PART I, LINE 12G, COLUMN IV: | WESTERN HOME SERVICES, INC. HAS A CONTINUING AND HISTORIC RELATIONSHIP WITH WESTERN HOME FOUNDATION INC. AND IS CLOSELY MONITORED THROUGH OVERLAPPING BOARD CONTROL. |
| PART I, LINE 12G, COLUMN IV: | WESTERN HOME SERVICES, INC. HAS A CONTINUING AND HISTORIC RELATIONSHIP WITH CREEKSIDE INC. AND IS CLOSELY MONITORED THROUGH OVERLAPPING BOARD CONTROL. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,350 | OtherCostOrOtherBasisAmt |
| Book Value | $184,350 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,065,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,723,631 | DepreciationAmt |
| Book Value | $18,342,063 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,034,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $366,457 | DepreciationAmt |
| Book Value | $1,668,463 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,940,265 | OtherCostOrOtherBasisAmt |
| Book Value | $10,940,265 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,135,141 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RELATED PARTY PAYABLES | $30,085,553 |
| OTHER CURRENT LIABILITIES | $236,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,321,987 | 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 DETAIL 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 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREEKSIDE INC | BusinessNameLine1Txt |
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) |
|---|---|---|
| Recipient EIN | 471181061 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $275,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | OPERATIONAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (8 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 | $498,804 | $0 | $0 | $0 | $0 | $0 | $13,800 | $0 | $31,681 | $0 | $544,285 | $0 | $0 | $0 |
| PAT O'LEARY | ||||||||||||||
| CSO | $321,070 | $0 | $0 | $0 | $0 | $0 | $13,125 | $0 | $40,411 | $0 | $374,606 | $0 | $0 | $0 |
| DARRELL MCCORMICK | ||||||||||||||
| DCO | $262,348 | $0 | $0 | $0 | $0 | $0 | $9,368 | $0 | $41,057 | $0 | $312,773 | $0 | $0 | $0 |
| JERRY HARRIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $243,850 | $0 | $0 | $0 | $0 | $0 | $10,200 | $0 | $31,107 | $0 | $285,157 | $0 | $0 | $0 |
| WENDY AGER | ||||||||||||||
| OPERATIONS SR DIRECTOR | $195,524 | $0 | $0 | $0 | $0 | $0 | $7,804 | $0 | $1,177 | $0 | $204,505 | $0 | $0 | $0 |
| MARK CONWAY | ||||||||||||||
| GENERAL COUNSEL | $171,256 | $0 | $0 | $0 | $0 | $0 | $6,028 | $0 | $2,036 | $0 | $179,320 | $0 | $0 | $0 |
| AMANDA MCCORMACK | ||||||||||||||
| SYSTEM HUMAN RESOURCES OFF | $140,115 | $0 | $0 | $0 | $0 | $0 | $5,670 | $0 | $11,991 | $0 | $157,776 | $0 | $0 | $0 |
| SHERRI BROCKELSBY | ||||||||||||||
| SENIOR DIRECTOR OF FINANCE | $146,622 | $0 | $0 | $0 | $0 | $0 | $5,853 | $0 | $942 | $0 | $153,417 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 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 FORM 990 WIL BE PRESENTED AND REVIEWED BY THE BOARD AT A BOARD MEETING BEFORE IT IS FILED. |
| 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 B, LINE 15 | BOARD MEMBERS DETERMINE THE SALARIES FOR LEADERSHIP EMPLOYEES USING LEADINGAGE SALARY SURVEYS AS WELL AS OTHER SALARY SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS WILL BE AVAILABLE UPON REQUEST. |
| 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 Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORGENSEN PLAZA LLC | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 272825987 | EIN |
| Primary Activities | PROVIDE MANAGEMENT, ADMINISTRATIVE AND OTHER SUPPORT SERVICES. | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Total Income | -$2,720,520 | TotalIncomeAmt |
| End Of Year Assets | $19,756,673 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN HOME SERVICES INC | BusinessNameLine1Txt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTERN HOME FOUNDATION | ||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 421505760 | SUPPORT RELATED ORGANIZATIONS THROUGH GIFTS, STEWARDSHIP, & EDUCATION | IA | 501(C)(3) | LINE 12A, I | WESTERN HOME SERVICES INC | 0 |
| WESTERN HOME GROUP | ||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 421505760 | PROVIDE IN-HOME CARE FOR SENIORS & POST HOSPITAL PATIENTS & ASSISTED LIVING | IA | 501(C)(3) | LINE 10 | WESTERN HOME SERVICES INC | 0 |
| MARTIN HEALTH CENTER | ||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 420680487 | NURSING CENTER | IA | 501(C)(3) | LINE 10 | WESTERN HOME SERVICES INC | 0 |
| CREEKSIDE INC | ||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 471181061 | NURSING CENTER | IA | 501(C)(3) | LINE 10 | WESTERN HOME SERVICES INC | 0 |
| MADRID HOME FOR THE AGING | ||||||||||
| 5307 CARAWAY LN | CEDAR FALLS | IA | 50613 | 421094104 | CONTINUOUS CARE CENTER FOR 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 | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TECH OF AGES LLC | ||||||||||||
| 5307 CARAWAY LANE | CEDAR FALLS | IA | 50613 | 352453636 | PROVIDE INFORMATION TECHNOLOGY SERVICES AND SUPPORT | IA | WESTERN HOME SERVICES INC | C | -$91,950 | $468,680 | 1.00000 | Yes (1) |
| WESTERN HOME MANAGEMENT LLC | ||||||||||||
| 5307 CARAWAY LANE | CEDAR FALLS | IA | 50613 | 352628318 | PROVIDE MANAGEMENT AND SUPPORTIVE SERVICES TO UNRELATED ORGANIZATIONS | IA | WESTERN HOME SERVICES INC | C | -$8,513 | $178,232 | 1.00000 | Yes (1) |
| 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| CREEKSIDE INC | |
| P | ACTUAL |
| MADRID HOME FOR THE AGING | |
| Q | ACTUAL |
| MARTIN HEALTH CENTER INC | |
| P | ACTUAL |
| MARTIN HEALTH CENTER INC | |
| Q | ACTUAL |
| TECH OF AGES INC | |
| P | ACTUAL |
| WESTERN HOME FOUNDATION | |
| Q | ACTUAL |
| WESTERN HOME FOUNDATION | |
| C | ACTUAL |