2021-11-10T15:55:39-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2020-01-01 455139878 WESTERN HOME GROUP WEST 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 CATHERINE MEIER CHIEF FINANCIAL OFFICER 3192772141 2021-11-09 1 CATHERINE MEIER 999009999 TYLER SWENSON P01663661 6123764500 2021-11-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KRIS HANSEN 5307 CARAWAY LANE CEDAR FALLS IA 50613 25525391 1 1 5863 X N/A X 2011 IA TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES. 9 9 0 280 0 0 168636 666221 23950525 24063499 783475 795671 0 0 24902636 25525391 0 0 0 0 10110677 10267135 0 0 0 15312532 16289977 25423209 26557112 -520573 -1031721 129494821 131510034 135124150 137582734 -5629329 -6072700 TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES. 0 0 20591422 0 24063499 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, AND MULTIPLE INDEPENDENT LIVING CENTERS. 20591422 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 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 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X CATHERINE MEIER 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 KRIS HANSEN CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 366604 64427 JERRY HARRIS CHIEF OPERATING OFFICER 1.00 39.00 X 0 234395 66235 CATHERINE MEIER CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 211611 37540 MATT GARCIA CBO (THRU 10/2020) 1.00 39.00 X 0 183708 48662 WENDY AGER OPERATIONS SR DIRECTOR 1.00 39.00 X 0 156711 19795 PAT O'LEARY CSO (BEG 11/2020) 1.00 39.00 X 0 22582 28 LARRY FOX CHAIR 1.00 X X 0 0 0 KATHY FLYNN VICE CHAIR 1.00 X X 0 0 0 SARAH BROWN SECRETARY 1.00 X X 0 0 0 GREG SCHMITZ TREASURER 1.00 X X 0 0 0 WILLARD JENKINS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DR RICHARD FRANKHAUSER DIRECTOR 1.00 X 0 0 0 RONALD GAINS DIRECTOR 1.00 X 0 0 0 JIM WOHLPART DIRECTOR 1.00 X 0 0 0 0 1175611 236687 13 0 1 0 MARTIN BROTHERS PO BOX 69 CEDAR FALLS IA 50613 FOOD/FOOD SERVICES 1041398 MORRISON 400 NORTHRIDGE RD 600 ATLANTA GA 30350 FOOD/DINING 873269 2 663866 2355 666221 ROUTINE SERVICES 623990 23774440 23774440 ANCILLARY 623990 289059 289059 24063499 795671 795671 25525391 24063499 0 795671 8466679 7417364 1049315 146769 128216 18553 1030277 696471 333806 623410 545552 77858 2708652 2708652 781074 720331 60743 67021 67021 41119 41119 609743 609743 2329576 1984321 345255 193115 55169 137946 1291831 1291831 4457471 4457471 352158 352158 FOOD & DEPARTMENT SUPPL 2693169 2693169 COVID-19 EXPENSES 474556 474556 OTHER GENERAL & ADMIN 267498 126971 140527 BAD DEBT 22994 22994 26557112 20591422 5965690 0 161400 607102 512176 446427 505481 910754 1679336 779364 148760120 49342614 97084232 99417506 29552196 29348881 129494821 131510034 1932774 1914072 103766471 107201632 29414537 28467030 10368 135124150 137582734 X -5629329 -6072700 -5629329 -6072700 129494821 131510034 X -1031721 588350 X X 0 1 X 1 0 X 2432743 128132 232886 168636 666221 3628618 23632088 28035402 25608159 23950525 24063499 125289673 26064831 28163534 25841045 24119161 24729720 128918291 0 0 0 128918291 56172 44909 760406 791835 795671 2448993 56172 44909 760406 791835 795671 2448993 26121003 28208443 26601451 24910996 25525391 131367284 0.98140 0.98680 0.01860 0.01320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 10368 10368 1 X 10348599 10348599 138411521 49342614 89068907 99417506 RELATED PARTY RECEIVABLES 28909035 BOND REPAIR & REPLACEMENT FUND 439846 29348881 X 25525391 0 25525391 0 25525391 26557112 0 26557112 0 26557112 PART IV, LINE 1B: THESE FUNDS ARE HELD AS RESIDENT TRUST FUND AND ARE CLASSIFIED AS AN ASSET. THE RESIDENT TRUST FUND WAS FORMED BY A SIGNED TRUST AGREEMENT, WHICH CONFORMS TO THE IRS RULES AND REGULATIONS. PART IV, LINE 2B: THE FUNDS ARE HELD AS RESIDENT TRUST FUND ACCOUNT AND HAVE OFFSETTING LIABILITIES TO THE ASSET ACCOUNT. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 0 366604 0 0 0 0 0 37400 0 27027 0 431031 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 0 234395 0 0 0 0 0 35349 0 30886 0 300630 0 0 CATHERINE MEIER CHIEF FINANCIAL OFFICER 0 211611 0 0 0 0 0 34497 0 3043 0 249151 0 0 MATT GARCIA CBO (THRU 10/2020) 0 183708 0 0 0 0 0 22863 0 25799 0 232370 0 0 WENDY AGER OPERATIONS SR DIRECTOR 0 156711 0 0 0 0 0 18771 0 1024 0 176506 0 0 PART I, LINE 3 BOARD MEMBERS DETERMINE THE SALARIES FOR LEADERSHIP EMPLOYEES USING LEADING AGE SALARY SURVEYS AS WELL AS OTHER SALARY SURVEYS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATIONS 990 WILL BE DISTRIBUTED TO ALL MEMBERS OF THE BOARD VIA EMAIL AND WILL BE REVIEWED AND APPROVED BY ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS DO NOT VOTE ON ISSUES CONCERNING THEIR CONFLICT OF INTEREST AND ARE EXCUSED FROM ANY DISCUSSION INVOLVING THE CONFLICT OF INTEREST. BOARD MEMBERS ARE TO REPORT PROMPTLY ANY SITUATION WHICH MIGHT INVOLVE OR APPEAR TO INVOLVE ANY CONFLICT OF INTEREST. A CONFLICT OF INTEREST STATEMENT IS TO BE SIGNED BY EACH BOARD MEMBER DURING THEIR TIME AS A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION AND THE RELATED ORGANIZATION HAS PROCESSES IN PLACE TO REVIEW AND APPROVE THE COMPENSATION, REVIEW COMPARABLE DATA AND HAVE ADEQUATE DELIBERATION AND DECISIONS BY THE RELATED ORGANIZATION BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER (TO) FROM AFFILIATE 588,350. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTING THE INDEPENDENT AUDITORS TO PERFORM THE AUDIT. THE BOARD IS ALSO RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND OF THE FINANCIAL STATEMENTS. THIS PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. WESTERN HOME FOUNDATION 5307 CARAWAY LN CEDAR FALLS IA 50613 421505760 SUPPORT RELATED ORGANIZATIONS THROUGH GIFTS, STEWARDSHIP, AND EDUCATION IA 501(C)(3) LINE 12A, I 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 12B, II N/A 0 MARTIN HEALTH CENTER 5307 CARAWAY LN CEDAR FALLS IA 50613 420680487 NURSING CENTER IA 501(C)(3) LINE 10 WESTERN HOME SERVICES INC 0 CREEKSIDE INC 5307 CARAWAY LN CEDAR FALLS IA 50613 471181061 NURSING CENTER IA 501(C)(3) LINE 10 WESTERN HOME SERVICES INC 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 LUTHERAN HOME FOR THE AGING 5307 CARAWAY LN CEDAR FALLS IA 50613 420680326 OWN AND MAINTAIN CAPITAL ASSETS 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 ORGANIZATIONS IA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 WESTERN HOME SERVICES INC Q 2708650 ACTUAL