2023-10-25T16:40:21-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2022-01-01 420680487 MARTIN HEALTH CENTER INC MART 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 PATRICK O'LEARY CHIEF STRATEGY OFFICER 3192772141 2023-10-20 1 PATRICK 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 17494010 0 X WWW.WESTERNHOMECOMMUNITIES.ORG X 1924 IA SEEKS TO CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES AND THOSE WE SERVE. 7 7 0 152 0 0 1865666 0 17753148 17493984 0 26 0 0 19618814 17494010 0 0 0 0 9518733 9463079 0 0 0 10353457 11125423 19872190 20588502 -253376 -3094492 21811733 20295697 24978215 26556671 -3166482 -6260974 ASSERTIVELY SEEKS TO CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES. 0 0 17615211 0 17493984 OFFERING COMPASSIONATE CARE AND SERVICES FOR SENIORS THROUGH OPERATION OF A 100 BED NURSING FACILITY, AND BY OFFERING IN-HOME COMPANION AND POST HOSPITAL CARE SERVICES. 17615211 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 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 0 0 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 0 439261 40304 PAT O'LEARY CSO 1.00 39.00 X 0 310636 37309 JERRY HARRIS CHIEF OPERATING OFFICER 1.00 39.00 X 0 228146 38114 DARRELL MCCORMICK DCO 1.00 39.00 X 0 173892 43538 WENDY AGER OPERATIONS SR DIRECTOR 1.00 39.00 X 0 171840 7877 0 1323775 167142 0 0 1 0 HELPING HANDS HEALTHCARE SOLUTIONS 2563 KATE STREET WATERLOO IA 50701 CONTRACT STAFFING 1622445 LOTUS ABOVE & BEYOND HEALTHCARE STAFFING 900 2ND AVE NE OELWEIN IA 50662 CONTRACT STAFFING 990677 MEDICAL SOLUTIONS LLC PO BOX 850737 MINNEAPOLIS MN 55485 CONTRACT STAFFING 317871 GRAPETREE MEDICAL STAFFING INC PO BOX 5340 SIOUX FALLS SD 57117 CONTRACT STAFFING 305885 4 ROUTINE CARE SERVICES 623000 17397087 17397087 ACO SHARED SAVINGS 623990 96897 96897 17493984 26 26 17494010 17493984 0 26 X 7947070 7428900 518170 123735 110493 13242 800180 734519 65661 592094 554564 37530 1311641 1311641 4573151 4452640 120511 20427 20427 229145 229145 531065 460309 70756 64306 63475 831 829223 829223 1133319 1133319 127905 127905 FOOD & DEPARTMENT SUPPL 1307486 1302438 5048 LICENSES, DUES & SUBSCR 567370 567370 OTHER GENERAL & ADMIN 279511 266552 12959 COVID-19 EXPENSES 86409 86409 64465 64465 20588502 17615211 2973291 0 1325 19970 1087682 681056 112891 110737 29815009 10333915 20491587 19481094 118248 2840 21811733 20295697 1223622 1162195 21562926 18122863 1290729 1141905 900938 6129708 24978215 26556671 X -3166482 -6260974 -3166482 -6260974 21811733 20295697 -3094492 0 X X 0 1 X 1 0 X 223990 873253 1663846 1865666 0 4626755 13070288 14493726 15722421 17653964 17397087 78337486 13294278 15366979 17386267 19519630 17397087 82964241 0 0 0 82964241 3360 83 17 26 3486 3360 83 17 26 3486 13297638 15367062 17386284 19519630 17397113 82967727 1.00000 0.99970 0.00000 0.00030 X 107830 107830 26179908 7934865 18245043 3525747 2399050 1126697 1524 1524 19481094 RELATED PARTY PAYABLE 6129708 6129708 X PART X, LINE 2: THE ORGANIZATION HAS ADOPTED 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. 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 0 439261 0 0 0 0 0 12200 0 28104 0 479565 0 0 PAT O'LEARY CSO 0 310636 0 0 0 0 0 0 0 37309 0 347945 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 0 228146 0 0 0 0 0 9523 0 28591 0 266260 0 0 DARRELL MCCORMICK DCO 0 173892 0 0 0 0 0 7400 0 36138 0 217430 0 0 WENDY AGER OPERATIONS SR DIRECTOR 0 171840 0 0 0 0 0 6859 0 1018 0 179717 0 0 PART I, LINE 3 COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION USING LEADINGAGE SALARY SURVEYS AS WELL AS OTHER COMPARABLE DATA. A IOWA FINANCE AUTHORITY 521699886 2013-12-23 17420000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 B IOWA FINANCE AUTHORITY 521699886 2015-12-01 5165000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 C IOWA FINANCE AUTHORITY 521699886 2016-11-08 32500000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 A 4003656 17420000 5519570 11561005 1 0 1 1 B 1156328 5165000 101588 5063412 1 0 1 1 C 3442205 32500000 322065 32177935 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 A 0 B 0 C 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 ORGANIZATION FORM 990 WILL BE DISTRIBUTED TO ALL MEMBERS OF THE BOARD VIA EMAIL AND DURING THE BOARD MEETING AND WILL BE REVIEWED BY ALL BOARD MEMBERS PRIOR TO FILING. 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 ALL DOCUMENTS WILL BE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES - ANCILLARY SERVICES: PROGRAM SERVICE EXPENSES 496,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 496,028. PURCHASED SERVICES - CLINICAL SUPPORT: PROGRAM SERVICE EXPENSES 3,956,612. MANAGEMENT AND GENERAL EXPENSES 71,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,028,148. PURCHASED SERVICES - IT SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 48,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,975. 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. 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