WESTERN ASSEMBLIES HOME: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN ASSEMBLIES HOME (EIN 95-1809582)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349312509
- 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 | 2023-05-15T12:35:48-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert F Majcherek | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11423 Larchwood Drive | AddressLine1Txt |
| City | Fontana | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92337 | 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 | 951809582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western Assemblies Home | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9096263711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Berkeley Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917114505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Virgil R Chance | PersonNm |
| Person Title | CFO/Treasurer | PersonTitleTxt |
| Phone | 9096263711 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Virgil | PersonFirstNm |
| Person Last | Chance | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert F Majcherek | PreparerPersonNm |
| PTIN | P00782939 | PTIN |
| Phone | 9093194314 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | Virgil R Chance | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Berkeley Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917114505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $926,418 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.wahsocal.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The Western Assemblies Home is a non-profit corporation organized for the purpose of owning and operating quality residential homes for retired couples and a main home for those residents that need greater care. Includes food, lodging and normal health care for residents. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $54,984 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $54,984 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $183,255 | PYContributionsGrantsAmt |
| CY Contributions Grants | $73,961 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $527,478 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $690,295 | CYProgramServiceRevenueAmt |
| PY Investment Income | $248,357 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,712 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,162 | PYOtherRevenueAmt |
| CY Other Revenue | $50,107 | CYOtherRevenueAmt |
| PY Total Revenue | $977,252 | PYTotalRevenueAmt |
| CY Total Revenue | $826,075 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $446,142 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $519,678 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $445,171 | PYOtherExpensesAmt |
| CY Other Expenses | $428,645 | CYOtherExpensesAmt |
| PY Total Expenses | $891,313 | PYTotalExpensesAmt |
| CY Total Expenses | $948,323 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $85,939 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$122,248 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,617,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,353,277 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,401 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,599 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,609,195 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,347,678 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Western Assemblies Home is a non-profit corporation organized for the purpose of owning and operating quality residential homes for retired couples and a main home for those residents that need greater care. Includes food, lodging and normal health care for residents. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $808,372 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $747,935 | RevenueAmt |
| Desc | Food,lodging and normal health care for approximately 16 residents at the beginning of the year and 12 residents at year end. | Desc |
| Total Program Service Expenses | $808,372 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rod Chance CFO | PersonNm |
| Phone | 9096263711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Berkeley Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917114505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Al Szulc | ||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Richard Hallmark | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rod Chance | ||||||
| CFO/Treasurer/Exec. Dir. | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Justin Prater | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Edgardo Castro | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Dixon | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Herbert Gentle | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Vasile Giulea | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jason John | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Rick Markley | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gavin McGibbon | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bob Norris | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ralph Pereira | ||||||
| Associate Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dick Smith | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Witte | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Carl Wyckhouse | ||||||
| Associate Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| John Bourbonnais | ||||||
| Associate Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Weaver | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mickey Carter | ||||||
| Director Emeritus | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John Grist | ||||||
| Director Emeritus | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Don Havens | ||||||
| Director Emeritus | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $73,961 | AllOtherContributionsAmt |
| Total Contributions | $73,961 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Resident rents | 623312 | $494,532 | $0 | $0 |
| Resident entry fees | 623312 | $5,200 | $0 | $0 |
| Estate revenue | 623312 | $174,242 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,321 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $690,295 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,712 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,877 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $150,450 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,343 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $50,107 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,107 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $50,107 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $826,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $697,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $54,984 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,818 | TotalAmt |
| Program Services | $380,202 | ProgramServicesAmt |
| Management And General | $99,616 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,338 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,338 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,522 | TotalAmt |
| Program Services | $30,553 | ProgramServicesAmt |
| Management And General | $7,969 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,657 | TotalAmt |
| Program Services | $3,057 | ProgramServicesAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $833 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,766 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,766 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,661 | TotalAmt |
| Program Services | $78,661 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,274 | TotalAmt |
| Program Services | $3,274 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,129 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,129 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,744 | TotalAmt |
| Program Services | $66,744 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,104 | TotalAmt |
| Program Services | $111,104 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Licenses & other fees | $4,628 | $2,927 | $1,701 | $0 |
| Repairs & maintenance | $70,174 | $46,211 | $23,963 | $0 |
| Laundry & Housekeeping supplies | $8,158 | $8,158 | $0 | $0 |
| Food expenses | $53,256 | $53,256 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,261 | TotalAmt |
| Program Services | $24,225 | ProgramServicesAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948,323 | TotalAmt |
| Program Services | $808,372 | ProgramServicesAmt |
| Management And General | $139,951 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210 | BOYAmt |
| EOY | $2,210 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,509 | BOYAmt |
| EOY | $33,446 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,668 | BOYAmt |
| EOY | -$8,295 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,484 | BOYAmt |
| EOY | $228,339 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,682 | BOYAmt |
| EOY | $1,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,676,193 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,836,948 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,485 | BOYAmt |
| EOY | $839,245 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,512,894 | BOYAmt |
| EOY | $2,256,650 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,617,596 | BOYAmt |
| EOY | $3,353,277 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,401 | BOYAmt |
| EOY | $5,599 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,401 | BOYAmt |
| EOY | $5,599 | 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 | $3,603,992 | BOYAmt |
| EOY | $3,342,453 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,203 | BOYAmt |
| EOY | $5,225 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,609,195 | BOYAmt |
| EOY | $3,347,678 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,617,596 | BOYAmt |
| EOY | $3,353,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$122,248 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,961 | CurrentTaxYearAmt |
| Total | $469,642 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,513,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,464,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $716,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $527,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $673,974 | CurrentTaxYearAmt |
| Total | $4,895,656 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,562,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,542,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $802,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $710,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $747,935 | CurrentTaxYearAmt |
| Total | $5,365,298 | 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 | $5,365,298 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,712 | CurrentTaxYearAmt |
| Total | $538,091 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,107 | CurrentTaxYearAmt |
| Total | $220,275 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $266,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,819 | CurrentTaxYearAmt |
| Total | $758,366 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,123,664 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88750 | PublicSupportPY509Pct |
| Investment Income CY | 0.12380 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11250 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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) |
|---|---|---|
| Investment Cost Or Other Basis | $244,828 | InvestmentCostOrOtherBasisAmt |
| Book Value | $244,828 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,607,292 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,191,868 | DepreciationAmt |
| Book Value | $415,424 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $588,454 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $459,708 | DepreciationAmt |
| Book Value | $128,746 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $235,619 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $185,372 | DepreciationAmt |
| Book Value | $50,247 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $839,245 | TotalBookValueLandBuildingsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 2 | The Western Assemblies Home is a nonprofit corporation organized for the purpose of owning and operating quality residential homes for retired couples and a main home for those residents that need greater care. Includes food, lodging and normal health care for residents. |
| Pt VI, Line 11b | The tax forms are reviewed by a board member (Secretary or Treasurer/CFO) prior to filing. Once filed, the tax forms are presented to the entire board at the annual meeting. |
| Pt VI, Line 12c | Conflicts of interest are enforced by board oversight and addressed through written notification and board resolution, if needed. |
| Pt VI, Line 15a | Western Assemblies Home does not compensate any board members or the executive director. All board members serve as volunteers. |
| Pt VI, Line 15b | Western Assemblies Home reviews the budget annually. All salaried and hourly employees are paid in accordance with similar positions within the industry and within our local communities. |
| Pt VI, Line 19 | Western Assemblies Homes asks that any request to review documents be presented in writing. Copies of requested documents may be viewed at 350 Berkeley Avenue, Claremont, CA 91711, upon written request and scheduled appointment, due to health and safety protocols. |
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