2024-11-04T14:34:48-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 421505760 WESTERN HOME FOUNDATION INC WEST 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 PATRICK O'LEARY CHIEF STRATEGY OFFICER 3192772141 2024-11-01 1 0 KRISTEN DONLEVY P01670215 4144761880 2024-10-30 2023 2024-10-15 13:58:12Z PATRICK O'LEARY 5307 CARAWAY LANE CEDAR FALLS IA 50613 710394 0 X WWW.WESTERNHOMECOMMUNITIES.ORG X 2000 IA TO SUPPORT WESTERN HOME COMMUNITIES THROUGH PHILANTHROPIC GIFTS AND STEWARDSHIPS. 9 9 0 7 0 0 332689 539500 0 0 107188 155182 9951 -2631 449828 692051 990005 472067 0 0 5895 0 0 0 0 337045 348670 1332945 820737 -883117 -128686 3162465 2627635 3263924 2656712 -101459 -29077 TO SUPPORT THE MISSION OF WESTERN HOME COMMUNITIES THROUGH PHILANTHROPIC GIFTS AND STEWARDSHIPS. 0 0 472067 472067 0 ESTABLISHMENT OF AN ENDOWMENT FUND TO SUPPORT THE OPERATIONS OF WESTERN HOME COMMUNITIES, INC, AN IOWA NONPROFIT CORPORATION THAT IS A MULTI-LEVEL CARE FACILITY FOR THE AGED AND INFIRM. 472067 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 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 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X SHERI BROCKELSBY 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 KRIS HANSEN CHIEF EXECUTIVE OFFICER 1.00 39.00 X X 0 450003 42357 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 ASHLEY SWANSON DIRECTOR 1.00 1.00 X 0 0 0 PAT O'LEARY CHIEF STRATEGY OFFICER 1.00 39.00 X 0 312139 39871 JERRY HARRIS PRESIDENT-CEDAR FALLS OPERATIONS 1.00 39.00 X 0 242892 39247 DARRELL MCCORMICK CHIEF OPERATING OFFICER 1.00 39.00 X 0 222985 47857 WENDY AGER CHIEF CLINICAL OFFICER 1.00 39.00 X 0 176128 8147 0 1404147 177479 0 0 1 0 0 55615 483885 539500 155182 155182 6501 55615 18343 -11842 -11842 OTHER INCOME 623990 9211 9211 9211 692051 0 0 152551 472067 472067 300000 300000 1200 1200 1575 1575 19148 19148 908 908 5367 5367 362 362 14595 14595 LICENSE, PERMITS AND FE 4949 4949 RESIDENT SERVICE EXPENS 556 556 OTHER EXPENSES 10 10 820737 472067 348670 0 310497 244541 342506 178051 2509462 2205043 3162465 2627635 3817 6406 3260107 2650306 3263924 2656712 X -904511 -870815 803052 841738 -101459 -29077 3162465 2627635 -128686 201068 0 X X 0 1 X 1 0 X X 1 MARTIN HEALTH CENTER 420680487 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 465996 30067 496063 500245 -34249 465996 473790 26455 500245 424015 49775 473790 297545 126470 424015 1.00000 1 0 0 UNRESTRICTED INVESTMENTS 1708980 F INVESTMENTS 496063 F 2205043 RELATED PARTY PAYABLES 2650306 2650306 X PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED FOR EMPLOYEE SCHOLARSHIPS, OPERATIONS AND CHAPLAINCY. 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. PART X, LINE 2: THE ORGANIZATION HAS ADOPETED 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. GOLF OUTING 62116 55615 6501 18343 62116 55615 6501 18343 18343 -11842 1 WESTERN HOMES SERVICES 5307 CARAWAY LANE CEDAR FALLS IA 50613 272825987 501(C)(3) 411588 0 N/A N/A SUPPORT THE MISSION OF WESTERN HOME SERVICES, INC. 1 0 PART I, LINE 2: MARTIN HEALTH CENTER F/K/A WESTERN HOME COMMUNITIES IS A RELATED ORGANIZATION AND BOOKS ARE MAINTAINED BY THE CFO OF BOTH WESTERN HOME FOUNDATION AND MARTIN HEALTH CENTER F/K/A WESTERN HOME COMMUNITIES AND THE CFO MONITORS THE USE OF THE FUNDS RECEIVED FROM WESTERN HOME FOUNDATION. 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 0 450003 0 0 0 0 0 13200 0 29157 0 492360 0 0 PAT O'LEARY CHIEF STRATEGY OFFICER 0 312139 0 0 0 0 0 986 0 38885 0 352010 0 0 JERRY HARRIS PRESIDENT-CEDAR FALLS OPERATIONS 0 242892 0 0 0 0 0 9716 0 29531 0 282139 0 0 DARRELL MCCORMICK CHIEF OPERATING OFFICER 0 222985 0 0 0 0 0 8919 0 38938 0 270842 0 0 WENDY AGER CHIEF CLINICAL OFFICER 0 176128 0 0 0 0 0 7045 0 1102 0 184275 0 0 FORM 990, PART VI, SECTION A, LINE 3 WESTERN HOME SERVICES INC. SERVES AS THE MANAGER OF WESTERN HOME FOUNDATION, INC. AND WILL ACT TO MANAGE THE GENERAL BUSINESS AFFAIRS OF WESTERN HOME FOUNDATION, INC. 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 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE BOARD FOR APPROVAL BEFORE FILING OF THE FORM 990. 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 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE MEMBER JOURNAL AND AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE WESTERN HOME COMMUNITIES, INC. BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND IS ALSO RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. MARTIN HEALTH CENTER INC 5307 CARAWAY LN CEDAR FALLS IA 50613 420680487 SEEKS TO CREATE FULFILLING LIFESTYLES FOR SENIORS IA 501(C)(3) LINE 10 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 10 WESTERN HOME SERVICES INC 0 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 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 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 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 0 WESTERN HOME MANAGEMENT LLC 5307 CARAWAY LANE CEDAR FALLS IA 50613 352628318 PROVIDE MANAGEMENT AND SUPPORTIVE SERVICES TO UNRELATED IA N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 WESTERN HOME SERVICES INC P 300000 ACTUAL