2025-11-17T16:07:37-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 272825987 WESTERN HOME SERVICES INC WEST 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 PATRICK O'LEARY CHIEF STRATEGY OFFICER 3192772141 2025-11-14 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-11-09 2024 2025-03-06 01:10:19Z PATRICK O'LEARY 5307 CARAWAY LANE CEDAR FALLS IA 50613 17018036 0 X WWW.WESTERNHOMECOMMUNITIES.ORG X 2011 IA 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. 7 7 1024 2766 0 0 1550758 1116446 9292954 9490241 202747 259246 3263302 4973425 14309761 15839358 12100 292566 0 0 10162337 11522045 0 0 0 6058818 7572014 16233255 19386625 -1923494 -3547267 38612138 42532460 38644181 45684552 -32043 -3152092 TO PROVIDE MANAGEMENT ADMINISTRATIVE AND OTHER SUPPORTIVE SERVICES TO THE RELATED ENTITIES. 0 0 9628211 292566 9490241 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. 9628211 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 109 0 1 1024 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X SHERI BROCKELSBY 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 SARAH BROWN BOARD CHAIR 1.00 1.00 X X 0 0 0 RONALD GAINES VICE CHAIR 1.00 1.00 X X 0 0 0 LARRY FOX IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 GREG SCHMITZ TREASURER 1.00 1.00 X X 0 0 0 DR RICHARD FRANKHAUSER SECRETARY 1.00 1.00 X X 0 0 0 NAFISSA EGBUONYE DIRECTOR 1.00 1.00 X 0 0 0 DIANNE SCHULTZ DIRECTOR 1.00 1.00 X 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 1.00 39.00 X 498804 0 45481 PAT O'LEARY CSO 1.00 39.00 X 321070 0 53536 JERRY HARRIS CHIEF OPERATING OFFICER 1.00 39.00 X 243850 0 41307 DARRELL MCCORMICK DCO 1.00 39.00 X 262348 0 50425 WENDY AGER OPERATIONS SR DIRECTOR 1.00 39.00 X 195524 0 8981 MARK CONWAY GENERAL COUNSEL 40.00 0.00 X 171256 0 8064 SHERRI BROCKELSBY SENIOR DIRECTOR OF FINANCE 40.00 0.00 X 146622 0 6795 AMANDA MCCORMACK SYSTEM HUMAN RESOURCES OFF 40.00 0.00 X 140115 0 17661 STACY GIBBS DIRECTOR OF THERAPY 40.00 0.00 X 139409 0 6310 SCOTT KRAMER ADMINISTRATOR 40.00 0.00 X 134241 0 6124 2253239 0 244684 10 0 1 0 LOTUS ABOVE & BEYOND HEALTHCARE STAFFING 1297 S FREDERICK AVE OELWEIN IA 50662 HEALTHCARE STAFFING 557214 HELPING HANDS HEALTHCARE SOLUTIONS 2563 KATE STREET WATERLOO IA 50701 HEALTHCARE SERVICES 305720 CLIFTONLARSONALLEN LLP 220 SOUTH 6TH ST UNIT 300 MINNEAPOLIS MN 55402 PROFESSIONAL SERVICES 179663 3 461435 655011 1116446 MANAGEMENT FEES 541610 9425382 9425382 OTHER PROGRAM SERVICES 623990 44872 44872 FRIENDS OF WESTERN HOME 623990 19987 19987 9490241 267176 267176 6144173 1170748 4973425 4973425 4973425 7930 -7930 -7930 -7930 15839358 9490241 0 5232671 292566 292566 9791850 4054152 5737698 179992 75276 104716 822366 251139 571227 727837 305460 422377 33783 33783 1533898 858101 675797 143886 741 143145 12161 12161 103472 103472 859444 600564 258880 70122 7964 62158 1537746 1537746 1071955 1071955 56785 56785 FOOD & DEPARTMENT SUPPL 1665644 1603234 62410 OTHER GENERAL & ADMIN 398832 309830 89002 LICENSES, PERMITS, & FE 68836 66146 2690 DUES & SUBSCRIPTIONS 15450 15450 19386625 9628211 9758414 0 2066849 3185883 93719 600382 788311 754618 37225229 6090088 29730358 31135141 5394172 6286893 538729 569543 38612138 42532460 1088403 1834328 2061186 2475575 9238038 11052662 26256554 30321987 38644181 45684552 X -53043 -3173092 21000 21000 -32043 -3152092 38612138 42532460 -3547267 427218 0 X X 0 1 X 1 0 X X 4 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 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184350 184350 24065694 5723631 18342063 2034920 366457 1668463 10940265 10940265 31135141 RELATED PARTY PAYABLES 30085553 OTHER CURRENT LIABILITIES 236434 30321987 X PART X, LINE 2: 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. 0 CREEKSIDE INC 5307 CARAWAY LANE CEDAR FALLS IA 50613 471181061 501(C)(3) 275000 0 OPERATIONAL SUPPORT 1 X 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 498804 0 0 0 0 0 13800 0 31681 0 544285 0 0 0 PAT O'LEARY CSO 321070 0 0 0 0 0 13125 0 40411 0 374606 0 0 0 DARRELL MCCORMICK DCO 262348 0 0 0 0 0 9368 0 41057 0 312773 0 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 243850 0 0 0 0 0 10200 0 31107 0 285157 0 0 0 WENDY AGER OPERATIONS SR DIRECTOR 195524 0 0 0 0 0 7804 0 1177 0 204505 0 0 0 MARK CONWAY GENERAL COUNSEL 171256 0 0 0 0 0 6028 0 2036 0 179320 0 0 0 AMANDA MCCORMACK SYSTEM HUMAN RESOURCES OFF 140115 0 0 0 0 0 5670 0 11991 0 157776 0 0 0 SHERRI BROCKELSBY SENIOR DIRECTOR OF FINANCE 146622 0 0 0 0 0 5853 0 942 0 153417 0 0 0 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. JORGENSEN PLAZA LLC 5307 CARAWAY LANE CEDAR FALLS IA 50613 272825987 PROVIDE MANAGEMENT, ADMINISTRATIVE AND OTHER SUPPORT SERVICES. IA -2720520 19756673 WESTERN HOME SERVICES INC 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 TECH OF AGES LLC 5307 CARAWAY LANE CEDAR FALLS IA 50613 352453636 PROVIDE INFORMATION TECHNOLOGY SERVICES AND SUPPORT IA WESTERN HOME SERVICES INC C -91950 468680 1.00000 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 -8513 178232 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 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