2023-10-24T11:18:00-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-01-01 272825987 WESTERN HOME SERVICES INC WEST 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 PARTICK O'LEARY CHIEF STRATEGY OFFICER 3192772141 2023-10-20 1 PARTICK OLEARY 999009999 0 MACKENZIE MCNAUGHTON P02025805 6123764500 2023-10-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK O'LEARY 5307 CARAWAY LANE CEDAR FALLS IA 50613 8914478 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 7 978 575 123801 0 1625959 1053734 7037112 6039012 520822 454409 276993 1315292 9460886 8862447 0 0 0 0 5733987 6546295 0 0 0 4092409 5692764 9826396 12239059 -365510 -3376612 36931248 37134098 34201752 35821241 2729496 1312857 TO PROVIDE MANAGEMENT ADMINISTRATIVE AND OTHER SUPPORTIVE SERVICES TO THE RELATED ENTITIES. 0 0 5619633 0 7210510 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. 5619633 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 3 0 1 978 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 ANDREW MORSE 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 439261 0 40304 PAT O'LEARY CSO 1.00 39.00 X 310636 0 37309 JERRY HARRIS CHIEF OPERATING OFFICER 1.00 39.00 X 228146 0 38114 DARRELL MCCORMICK DCO 1.00 39.00 X 173892 0 43538 WENDY AGER OPERATIONS SR DIRECTOR 1.00 39.00 X 171840 0 7877 1323775 0 167142 5 0 1 0 MARTIN BROTHERS PO BOX 69 CEDAR FALLS IA 50613 FOOD/SUPPLIES 862484 CLIFTONLARSONALLEN LLP PO BOX 776376 CHICAGO IL 60677 PROFESSIONAL FEES 261982 JORDAN RIVER GROUP 7766 HURON RIVER DR DEXTER MI 48130 HR SERVICES 202152 3 880787 47891 125056 1053734 MANAGEMENT FEES 541610 5257670 5257670 PROGRAM SERVICES 623990 610021 610021 MISCELLANEOUS 623990 169101 169101 WELLNESS SERVICES 623990 2220 2220 6039012 506440 506440 19993 0 19993 19993 19993 52031 -52031 -52031 -52031 JP ALLOCATION REVENUE 623000 1171498 1171498 EVENT CENTER REVENUE 531390 123801 123801 1295299 8862447 7210510 123801 474402 1583162 1583162 4116752 1463570 2653182 122365 24967 97398 219932 171136 48796 504084 91985 412099 135675 135675 220160 220160 245647 36125 209522 208175 10 208165 494197 265019 229178 54532 54532 1280752 1280752 944592 944592 41073 41073 FOOD & DEPARTMENT SUPPL 1256433 1232171 24262 OTHER GENERAL & ADMIN 811528 68233 743295 12239059 5619633 6619426 0 6384088 2230948 163030 26041 1113276 881057 32803060 4068620 23208421 28734440 5558898 4700210 503535 561402 36931248 37134098 1425085 1150830 2058202 1994947 9191884 9719687 21526581 22955777 34201752 35821241 X 2729496 1301857 11000 2729496 1312857 36931248 37134098 X -3376612 -1215027 3175000 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181051 181051 23490016 3991663 19498353 1751157 76957 1674200 7380836 7380836 28734440 RELATED PARTY PAYABLES 22955777 22955777 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. X 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 439261 0 0 0 0 0 12200 0 28104 0 479565 0 0 0 PAT O'LEARY CSO 310636 0 0 0 0 0 0 0 37309 0 347945 0 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 228146 0 0 0 0 0 9523 0 28591 0 266260 0 0 0 DARRELL MCCORMICK DCO 173892 0 0 0 0 0 7400 0 36138 0 217430 0 0 0 WENDY AGER OPERATIONS SR DIRECTOR 171840 0 0 0 0 0 6859 0 1018 0 179717 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 XI, LINE 9: TRANSFER (TO) FROM AFFFILIATES 3,175,000. 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. 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