2019-11-04T12:27:59-06:00 2018-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2018-01-01 455139878 WESTERN HOME GROUP WEST 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 CATHERINE MEIER CHIEF FINANCIAL OFFICER 3192772141 2019-11-01 1 CURTIS E BRAND CPA P00299230 5152253141 2019-11-01 208.69.147.91 2019-11-01 11:19:29 CD P FD0ECFFF88BA2B0A5637FCC44974FE389C1B5D1D 33B0F48B8F10B66F2D932E03F5A8736C58C4AD59 2018 2020-03-31 21:24:44Z X CATHERINE MEIER 5307 CARAWAY LANE CEDAR FALLS IA 50613 26601451 1 1 5863 X N/A X 2011 IA TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES 9 9 0 175 0 0 128132 232886 28035402 25608159 45229 760406 0 0 28208763 26601451 0 0 0 0 10725620 10463164 0 0 0 15493392 17082066 26219012 27545230 1989751 -943779 128845800 130740299 123880414 135849055 4965386 -5108756 TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES 0 0 22910937 25608159 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. 22910937 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 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CATHERINE MEIER 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 WILLARD JENKINS PRESIDENT 1.00 X X 0 0 0 KATHY FLYNN VICE PRESIDENT 1.00 X X 0 0 0 LARRY FOX SECRETARY 1.00 X X 0 0 0 GREG SCHMITZ TREASURER 1.00 X X 0 0 0 SCOTT BITTNER DIRECTOR 1.00 X 0 0 0 FLOYD WINTER DIRECTOR 1.00 X 0 0 0 SARAH BROWN DIRECTOR 1.00 X 0 0 0 BILL WITT DIRECTOR 1.00 X 0 0 0 JIM WOHLPART DIRECTOR 1.00 X 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 40.00 X 0 359160 32062 JERRY HARRIS CHIEF OPERATING OFFICER 40.00 X 0 200172 35945 CATHERINE MEIER CHIEF FINANCIAL OFFICER 40.00 X 0 171866 9722 MATT GARCIA CHIEF BUSINESS DEV AND PRO 40.00 X 0 176933 34963 WENDY AGER ADMINISTRATOR 40.00 X 0 128827 6271 0 1036958 118963 0 0 1 0 MORRISON 400 NORTHRIDGE RD 600 ATLANTA GA 30350 FOOD/DINING 1777554 TECH OF AGES 5307 CARAWAY LN CEDAR FALLS IA 50613 IT SUPPORT 431200 SMARTLINX 111 S WOOD AVE ISELIN NJ 08830 PAYROLL PROCESSING 211014 3 45619 187267 232886 ROUTINE SERVICES 623990 25241491 25241491 ANCILLARY 623990 366668 366668 25608159 760406 760406 26601451 25608159 0 760406 X 9067519 7454701 1612818 726593 581664 144929 669052 553367 115685 5539788 3566091 1973697 254316 254316 2980734 2777709 203025 1380695 1380695 4351588 4351588 286585 286585 SUPPLIES 2288360 2245122 43238 27545230 22910937 4634293 0 914393 403736 484792 489055 27010 686010 140920550 40500616 104555502 100419934 22864103 28741564 128845800 130740299 3296013 2140366 87068435 103153578 33461031 30555111 54935 0 123880414 135849055 X 4905971 -5108756 59415 0 4965386 -5108756 128845800 130740299 X -943779 -9130363 X X 0 1 X 1 0 X 1232302 1605355 2432743 128132 232886 5631418 18938010 22403877 23632088 28035402 25608159 118617536 20170312 24009232 26064831 28163534 25841045 124248954 0 0 0 124248954 61392 66139 56172 44909 760406 989018 61392 66139 56172 44909 760406 989018 20231704 24075371 26121003 28208443 26601451 125237972 0.99210 0.99750 0.00790 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9167458 9167458 131753092 40500616 91252476 100419934 OTHER 684709 INTERCOMPANY 28056855 28741564 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. X X X 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 0 359160 0 0 0 0 0 12609 0 19453 0 391222 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 0 200172 0 0 0 0 0 8599 0 27346 0 236117 0 0 CATHERINE MEIER CHIEF FINANCIAL OFFICER 0 171866 0 0 0 0 0 6998 0 2724 0 181588 0 0 MATT GARCIA CHIEF BUSINESS DEV AND PRO 0 176933 0 0 0 0 0 7560 0 27403 0 211896 0 0 A IOWA FINANCE AUTHORITY 521699886 46246plx7 2012-12-27 19090000 Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser 0 0 0 B IOWA FINANCE AUTHORITY 521699886 2015-12-01 5165000 Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser 0 0 0 C IOWA FINANCE AUTHORITY 521699886 2016-11-08 32500000 Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser 0 0 0 D IOWA FINANCE AUTHORITY 521699886 2013-12-31 11295000 Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser 0 0 0 A 19025000 19090000 1140000 17950000 1 0 1 1 B 461299 5165000 433473 101588 4629939 1 0 1 1 C 66500 32500000 4345884 322065 27832051 1 0 1 1 D 1378161 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 D 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 D 0 0 0 0 0 0 0 0 1 A 1 B 0 C 0 D 0 Form 990, Part VI, Section B, line 11b THE FORM 990 WILL BE PRESENTED AND REVIEWED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED. 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 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 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part IX, line 11g PROFESSIONAL FEES: Program service expenses 0. Management and general expenses 113,292. Fundraising expenses 0. Total expenses 113,292. OTHER: Program service expenses 523,183. Management and general expenses 513,223. Fundraising expenses 0. Total expenses 1,036,406. CONTRACTED SERVICES: Program service expenses 3,042,908. Management and general expenses 1,347,182. Fundraising expenses 0. Total expenses 4,390,090. Form 990, Part XI, line 9: Cumulative Adjustment Due to Change in Revenue Recognition -9,130,363. 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 OVERSIGHT OF THE AUDIT AND OF THE FINANCIAL STATEMENTS. THIS PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. WESTERN HOME SERVICES INC 5307 CARAWAY LANE CEDAR FALLS IA 50613 272825987 PROVIDE MANAGEMENT AND SUPPORTIVE SERVICES TO RELATED ORGANIZATIONS IA 501(c)(3) Line 12b, II 0 MARTIN HEALTH CENTER 5307 CARAWAY LANE CEDAR FALLS IA 50613 420680487 SEEK TO CREATE FULFILLING LIFESTYLES FOR SENIORS IA 501(c)(3) Line 10 0 WESTERN HOME FOUNDATION 5307 CARAWAY LANE CEDAR FALLS IA 50613 421505760 SUPPORT RELATED ORGANIZATIONS THROUGH GIFTS, STEWARDSHIP, AND EDUCATION IA 501(c)(3) Line 12a, I 0 CREEKSIDEINC 5307 CARAWAY LANE CEDAR FALLS IA 50613 471181061 INDEPENDENT LIVING SUPPORT AND SERVICES TO RESIDENTS IA 501(c)(3) Line 10 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 WESTERN HOME FOUNDATION C 45619 ACTUAL TECH OF AGES INC Q 226658 ACTUAL WESTERN HOME SERVICES Q 666100 ACTUAL