2018-08-24T09:37:22-05:00 2017-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2017-01-01 272825987 WESTERN HOME SERVICES INC WEST 3192772141 420 EAST 11TH STREET CEDAR FALLS IA 50613 CATHERINE MEIER CHIEF FINANCIAL OFFICER 3192772141 2018-08-23 1 CURTIS E BRAND CPA P00299230 5152253141 2018-08-23 2017 2022-09-23 18:48:47Z CATHERINE MEIER 420 EAST 11TH STREET CEDAR FALLS IA 50613 2938506 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. 11 10 1076 3001 828507 -45224 2535 650000 1690869 2025763 100781 262743 0 0 1794185 2938506 0 101215 0 0 1967248 2082789 0 0 0 192819 384900 2160067 2568904 -365882 369602 7800164 28203635 4314145 20786614 3486019 7417021 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. 0 0 542307 101215 1197256 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. 542307 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 91 0 1 1076 1 1 1 0 0 0 0 0 0 0 0 0 X 11 10 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 420 E 11TH STREET CEDAR FALLS IA 50613 WILLARD JENKINS CHAIR 1.00 X X 0 0 0 KATHY FLYNN VICE-CHAIR 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 JOYCE COIL DIRECTOR 1.00 X 0 0 0 STEVE FIRMAN DIRECTOR 1.00 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 MARLENE BEHN DIRECTOR 1.00 X 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 40.00 X 366535 0 32462 JERRY HARRIS CHIEF OPERATING OFFICER 40.00 X 180574 0 37880 CATHERINE MEIER CHIEF FINANCIAL OFFICER 40.00 X 165151 0 7205 MATT GARCIA CHIEF BUSINESS DEV AND PRO 40.00 X 174655 0 37397 WENDY AGER ADMINISTRATOR 40.00 X 127588 0 5235 1014503 0 120179 5 0 1 0 MORRISON MANAGEMENT SPECIALISTS 400 NORTHRIDGE ROAD ATLANTA GA 30350 MANAGE FOOD SERVICES 2503806 MILLENNIUM REHAB & CONSULTING 4725 MERLE HAY ROAD SUITE 107 DES MOINES IA 50322 THERAPY 1118575 MARTIN HEALTH SERVICES PO BOX 69 CEDAR FALLS IA 50613 MEDS DRUGS AND SUPPLIES 330498 CARDINAL CONSTRUCTION 531 COMMERCIAL ST WATERLOO IA 50701 CONSTRUCTION 235228 CARPETLAND USA 1234 FLAMMANG DR WATERLOO IA 50702 CARPET 225706 5 650000 650000 MANAGEMENT FEES 541610 1170602 1170602 CONSULTING FEES 541610 828507 828507 FRIENDS' REVENUE 623990 26654 26654 2025763 260729 260729 2014 0 2014 2014 2014 2938506 1197256 828507 262743 101215 101215 886915 886915 925148 22309 902839 152723 98552 54171 118003 91654 26349 13411 13411 116892 42443 74449 25068 25068 31188 21627 9561 482 482 30046 5069 24977 17489 17489 53987 53987 2499 2499 Workers Compensation 73253 67862 5391 Miscellaneous 17400 16655 745 Supplies 2591 2369 222 Repairs & Maint 594 594 2568904 542307 2026597 0 1229847 5451787 2531282 230344 2359 66597 13459 39574 53138 2822544 3467994 314635 629579 19230716 7800164 28203635 1531182 2034472 855764 912964 1927199 17839178 4314145 20786614 X 3486019 7417021 3486019 7417021 7800164 28203635 369602 240998 3320402 0 X X 0 1 X 1 0 X X 4 WESTERN HOME GROUP INC 455139878 10 1 0 0 MARTIN HEALTH CENTER INC 420680487 10 1 0 0 WESTERN HOME FOUNDATION INC 421505760 10 1 100000 0 CREEKSIDE INC 471181061 10 1 0 0 4 100000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66597 13459 53138 53138 OTHER CURRENT ASSETS 454789 CONSTRUCTION IN PROCESS 18775927 19230716 Present Value Of Annuities 1597431 INTERCOMPANY PAYABLE 16241747 17839178 X 3177490 240998 240998 2936492 2014 2014 2938506 2566890 0 2566890 2014 2014 2568904 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 4b - Other Adjustments: GAIN ON SALE 2,014. Part XII, Line 4b - Other Adjustments: GAIN ON SALE 2,014. 0 WESTERN HOME FOUNDATION 420 EAST 11TH STREET CEDAR FALLS IA 50613 421505760 501 (C) (3) 100000 Actual To contribute to the Mission of Western Home Foundation. 1 X X X 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 366535 0 0 0 0 0 10800 0 21662 0 398997 0 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 180574 0 0 0 0 0 7223 0 30657 0 218454 0 0 0 CATHERINE MEIER CHIEF FINANCIAL OFFICER 165151 0 0 0 0 0 6606 0 599 0 172356 0 0 0 MATT GARCIA CHIEF BUSINESS DEV AND PRO 174655 0 0 0 0 0 6986 0 30411 0 212052 0 0 0 Form 990, Part VI, Section B, line 11b THE FORM 990 WILL BE PRESENTED AND REVIEWED BY THE BOARD AT A BOARD MEETING 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 LEADING AGE 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 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. MARTIN HEALTH CENTER 420 E 11TH ST CEDAR FALLS IA 50613 420680487 SEEK TO CREATE FULFILLING LIFESTYLES FOR SENIORS IA 501(c)(3) Line 10 0 WESTERN HOME FOUNDATION 420 E 11TH ST CEDAR FALLS IA 50613 421505760 SUPPORT WESTERN HOME AFFILIATES THROUGH GIFTS, STEWARDSHIP, AND EDUCATION IA 501(c)(3) Line 12a, I 0 WESTERN HOME GROUP 420 E 11TH ST CEDAR FALLS IA 50613 455139878 TO ASSERTIVELY CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES... IA 501(c)(3) Line 10 0 CREEKSIDEINC 420 E 11TH ST CEDAR FALLS IA 50613 471181061 TO PROVIDE INDEPENDENT LIVING SERVICES FOR RESIDENTS IA 501(c)(3) Line 10 0 TECH OF AGES LLC 420 E 11TH ST CEDAR FALLS IA 50613 352453636 PROVIDE INFORMATION TECHNOLOGY SERVICES AND SUPPORT IA WESTERN HOME SERVICES INC C 161796 1.00000 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 WESTERN HOME GROUP P 586700 ACTUAL MARTIN HEALTH CENTER P 216400 ACTUAL WESTERN HOME FOUNDATION P 367500 ACTUAL TECH OF AGES LLC Q 11312 ACTUAL WESTERN HOME FOUNDATION B 100000 ACTUAL WESTERN HOME FOUNDATION C 650000 ACTUAL