Nonprofit · EIN 45-5139878
WESTERN HOME SERVICES INC
Also known as GROUP RETURN
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $41,937,127 | $44,254,513 | -$2,317,386 | $193,765,078 | $201,481,190 | -$7,716,112 |
| December 31, 2023 | 990 | $39,401,157 | $42,575,580 | -$3,174,423 | $179,847,474 | $186,675,845 | -$6,828,371 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $821,591
- Program service revenue
- $40,207,758
- Investment income
- $907,778
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $12,144,037
- Salaries, compensation and benefits (total)
- $14,101,194
- Professional fundraising fees
- $0
- Occupancy
- $2,868,064
- Travel
- $468,133
- Depreciation
- $7,246,144
- Program services (functional)
- $29,141,381
- Management and general (functional)
- $15,113,132
Balance sheet and other
- Total assets, start of year
- $179,847,474
- Total assets, end of year
- $193,765,078
- Total liabilities, end of year
- $201,481,190
- Net assets, end of year
- -$7,716,112
- Land, buildings and equipment
- $131,826,477
- Net assets without donor restrictions
- -$7,716,112
- Gross receipts
- $41,937,127
- Employees
- 305
- Volunteers
- 919
- Year formed
- 2011
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KRIS HANSEN | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 1 | $0 | $498,804 | $45,481 |
| PAT O'LEARY | CSO Officer | 1 | $0 | $321,070 | $53,536 |
| DARRELL MCCORMICK | DCO Officer | 1 | $0 | $262,348 | $50,425 |
| JERRY HARRIS | CHIEF OPERATING OFFICER Officer | 1 | $0 | $243,850 | $41,307 |
| WENDY AGER | OPERATIONS SR DIRECTOR Officer | 1 | $0 | $195,524 | $8,981 |
| NANCY CALLAHAN | LPN-IV Highest-paid employee | 40 | $113,805 | $0 | $29,844 |
| KARLA UTTERBACK | RN Highest-paid employee | 40 | $107,222 | $0 | $7,610 |
| RACHAEL GRAHAM | CLINICAL SERVICES COORDINATOR Highest-paid employee | 40 | $109,330 | $0 | $5,319 |
| SADIE FUSON | SCHEDULING CLINICAL ED COO Highest-paid employee | 40 | $109,674 | $0 | $4,481 |
| KELLY BENDER | DIRECTOR OF NURSING Highest-paid employee | 40 | $108,959 | $0 | $4,271 |
| SARAH BROWN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONALD GAINES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY FOX | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG SCHMITZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR RICHARD FRANKHAUSER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANNE SCHULTZ | DIRECTOR Trustee or director | 1 | $0 |
| NAFISSA CISSE EGBUONYE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KRIS HANSEN | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 1 | $0 | $450,003 | $42,357 |
| PAT O'LEARY | CSO Officer | 1 | $0 | $312,139 | $39,871 |
| JERRY HARRIS | CHIEF OPERATING OFFICER Officer | 1 | $0 | $242,892 | $39,247 |
| DARRELL MCCORMICK | DCO Officer | 1 | $0 | $222,985 | $47,857 |
| WENDY AGER | OPERATIONS SR DIRECTOR Officer | 1 | $0 | $176,128 | $8,147 |
| ANGELA CHRISTENSON | ASSISTANT DIRECTOR OF NURSING Highest-paid employee | 40 | $125,530 | $0 | $10,612 |
| TARYN WILLBEE | RN Highest-paid employee | 40 | $106,981 | $0 | $12,485 |
| SCOTT KRAMER | ADMINISTRATOR Highest-paid employee | 40 | $104,901 | $0 | $4,794 |
| SADIE FUSON | SCHEDULING CLINICAL ED COORDINATOR Highest-paid employee | 40 | $100,381 | $0 | $4,110 |
| SARAH BROWN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONALD GAINES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY FOX | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREG SCHMITZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR RICHARD FRANKHAUSER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NAFISSA EGBUONYE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIANNE SCHULTZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ASHLEY SWANSON | EXECUTIVE ASSISTANCE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5307 CARAWAY LN, CEDAR FALLS, IA 50613-8172
- In care of
- % KELLY MEIER
- Principal officer (990 for 2024)
- PATRICK O'LEARY, 5307 CARAWAY LANE, CEDAR FALLS, IA 50613
- Signed the 990
- PATRICK O'LEARY, CHIEF STRATEGY OFFICER
- Phone
- (319) 277-2141
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES.
Program accomplishments
- PROVIDED PERSONAL CARE SUCH AS BATHING, DRESSING, MEAL PREPARATION, LIGHT HOUSEKEEPING, AND ERRAND RUNNING FOR ELDERLY AND POST-HOSPITAL PATIENTS IN THE CEDAR FALLS/WATERLOO AREA. ALSO OFFERED COMPASSIONATE CARE AND SERVICES FOR SENIORS THROUGH THE OPERATION OF THE STANARD FAMILY ASSISTED LIVING CENTER, THE WINDHAVEN ASSISTED LIVING CENTER, MADRID HOME FOR THE AGING, CREEKSIDE, INC, LUTHERAN HOMES FOR THE AGING, WHSN, INC. AND MULTIPLE INDEPENDENT LIVING CENTERS.Expenses $29,141,381 · revenue $40,207,758
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-5139878
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Group return
- Category (NTEE)
- Housing and shelter (L80)
- Group exemption
- 5863: WESTERN HOME SERVICES INC
- Assets (IRS master file)
- $193,765,078
- Income (IRS master file)
- $41,937,127
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $41,937,127 | $44,254,513 | $193,765,078 | IRS |
| 990 | December 2023 | $39,401,157 | $42,575,580 | $179,847,474 | XML |
| 990 | December 2022 | $36,602,543 | $42,487,356 | $172,460,536 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5139878).
Questions about WESTERN HOME SERVICES INC
- What is the EIN of WESTERN HOME SERVICES INC?
- The employer identification number (EIN) of WESTERN HOME SERVICES INC is 45-5139878.
- Is WESTERN HOME SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Which annual return does WESTERN HOME SERVICES INC file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of WESTERN HOME SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN HOME SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WESTERN HOME SERVICES INC?
- The 990 for the year ended December 31, 2024 names PATRICK O'LEARY.
- Who are the officers and directors of WESTERN HOME SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 5 received compensation from the organization.
- How much revenue does WESTERN HOME SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $41,937,127, expenses of $44,254,513 and total assets of $193,765,078 at year end.
Other nonprofits in CEDAR FALLS
- WESTERN HOME SERVICES INC EIN 27-2825987 · last filed 990 for 2024
- CEDAR FALLS LUTHERAN HOME EIN 42-0794364 · last filed 990 for 2024
- WESTERN HOME FOUNDATION EIN 42-1505760 · last filed 990 for 2024
- WESTERN HOME SERVICES INC EIN 42-0680326 · last filed 990 for 2020
- CLEAN START CLEAN LAUNDRY INC EIN 99-2100552 · last filed 990-N for 2025
- WESTERN HOME SERVICES INC EIN 85-4082962 · last filed 990-EZ for 2020
- SARTORI MEMORIAL HOSPITAL INC EIN 42-0758901 · last filed 990 for 2025
- COMMUNITY FOUNDATION OF NORTHEAST IOWA EIN 42-6060414 · last filed 990 for 2025