2020-11-17T14:24:05-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2019-01-01 455139878 WESTERN HOME GROUP WEST 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 CATHERINE MEIER CHIEF FINANCIAL OFFICER 3192772141 2020-11-17 1 CHRISTOPHER STEINHOFF P01587351 6123764500 2020-11-16 2019 2022-09-23 18:48:47Z KRIS HANSEN 5307 CARAWAY LANE CEDAR FALLS IA 50613 24913086 1 1 5863 X N/A X 2011 IA TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES. 8 8 0 225 0 0 232886 168636 25608159 23950525 760406 783475 0 0 26601451 24902636 0 0 0 0 10463164 10110677 0 0 0 17082066 15312532 27545230 25423209 -943779 -520573 130740299 129494821 135849055 135124150 -5108756 -5629329 TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES. 0 0 20078231 0 23950525 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. 20078231 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 1 0 0 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 X 8 8 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 40.00 X 0 367864 60650 JERRY HARRIS CHIEF OPERATING OFFICER 40.00 X 0 210930 65487 CATHERINE MEIER CHIEF FINANCIAL OFFICER 40.00 X 0 189889 53273 MATT GARCIA CHIEF BUSINESS DEV AND PRO 40.00 X 0 185426 51941 WENDY AGER OPERATIONS SR DIRECTOR 40.00 X 0 139765 17782 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 LARRY FOX CHAIR 1.00 X X 0 0 0 WILLARD JENKINS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SCOTT BITTNER DIRECTOR (THROUGH 7/2019) 1.00 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 FLOYD WINTER DIRECTOR (THROUGH 7/2019) 1.00 X 0 0 0 BILL WITT DIRECTOR (THROUGH 7/2019) 1.00 X 0 0 0 0 1093874 249133 0 0 1 0 MORRISON 400 NORTHRIDGE RD 600 ATLANTA GA 30350 FOOD/DINING 990137 MARTIN BROTHERS PO BOX 69 CEDAR FALLS IA 50613 FOOD/FOOD SERVICES 499693 SMARTLINX 111 S WOOD AVE ISELIN NJ 08830 PAYROLL PROCESSING 167467 3 15270 153366 168636 ROUTINE SERVICES 623990 23658959 23658959 ANCILLARY 623990 291566 291566 23950525 791835 791835 2090 10450 -8360 -8360 -8360 24902636 23950525 0 783475 8356856 7040406 1316450 127655 107593 20062 1011703 620766 390937 614463 515508 98955 1522073 1522073 1058505 305048 753457 88706 88706 2833984 2447361 386623 280010 94295 185715 1336950 1336950 4599981 4599981 318449 318449 FOOD & DEPARTMENT SUPPL 2903132 2863924 39208 OTHER GENERAL & ADMIN 328560 146399 182161 BAD DEBT 42182 42182 25423209 20078231 5344978 0 403736 161400 489055 512176 505481 686010 1679336 141969379 44885147 100419934 97084232 28741564 29552196 130740299 129494821 2140366 1932774 103153578 103766471 30555111 29414537 10368 135849055 135124150 X -5108756 -5629329 -5108756 -5629329 130740299 129494821 -520573 0 X X 0 1 X 1 0 X 1605355 2432743 128132 232886 168636 4567752 22403877 23632088 28035402 25608159 23950525 123630051 24009232 26064831 28163534 25841045 24119161 128197803 0 0 0 128197803 66139 56172 44909 760406 791835 1719461 66139 56172 44909 760406 791835 1719461 24075371 26121003 28208443 26601451 24910996 129917264 0.98680 0.99210 0.01320 0.00790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 10087 281 10368 1 X 9236984 9236984 132732395 44885147 87847248 97084232 RELATED PARTY RECEIVABLES 29179674 BOND REPAIR & REPLACEMENT FUND 372522 29552196 X 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. 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 0 367864 0 0 0 0 0 37692 0 22958 0 428514 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 0 210930 0 0 0 0 0 33478 0 32009 0 276417 0 0 CATHERINE MEIER CHIEF FINANCIAL OFFICER 0 189889 0 0 0 0 0 32392 0 20881 0 243162 0 0 MATT GARCIA CHIEF BUSINESS DEV AND PRO 0 185426 0 0 0 0 0 23188 0 28753 0 237367 0 0 WENDY AGER OPERATIONS SR DIRECTOR 0 139765 0 0 0 0 0 16738 0 1044 0 157547 0 0 A IOWA FINANCE AUTHORITY 521699886 2015-12-01 5165000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 B IOWA FINANCE AUTHORITY 521699886 2016-11-08 32500000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 C IOWA FINANCE AUTHORITY 521699886 2013-12-31 11295000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 A 626075 5165000 433473 101588 4629939 1 0 1 1 B 860605 32500000 4345884 322065 27832051 1 0 1 1 C 1698152 11295000 339425 10955575 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 0 B 0 C 0 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 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. 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