2017-08-29T13:00:50-05:00 2016-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2016-01-01 272825987 WESTERN HOME SERVICES INC WEST 3192772141 420 EAST 11TH STREET CEDAR FALLS IA 50613 CATHERINE MEIER CHIEF FINANCIAL OFFICER 3192772141 2017-08-28 1 CURTIS E BRAND CPA P00299230 5152253141 2017-08-28 209.23.131.178 2017-08-28 12:20:24 CD P 447C953DEADAD02B727528E2E4DFCA7E23319A02 447C953DEADAD02B727528E2E4DFCA7E23319A02 2016 2021-01-29 14:40:06Z CATHERINE MEIER 420 EAST 11TH STREET CEDAR FALLS IA 50613 1797524 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 11 690 235 537376 -62283 295 2535 1778447 1690869 115088 100781 0 0 1893830 1794185 0 0 0 0 1822633 1967248 0 0 0 151794 192819 1974427 2160067 -80597 -365882 8012590 7800164 4271816 4314145 3740774 3486019 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 0 1153493 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. 1 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 93 0 1 690 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 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 BILL WITT CHAIR 1.00 X X 0 0 0 WILLARD JENKINS VICE-CHAIR 1.00 X X 0 0 0 KATHY FLYNN SECRETARY 1.00 X X 0 0 0 LARRY FOX 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 GREG SCHMITZ DIRECTOR 1.00 X 0 0 0 MARLENE BEHN DIRECTOR 1.00 X 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 40.00 X 324786 0 33014 JERRY HARRIS CHIEF OPERATING OFFICER 40.00 X 202073 0 40266 CATHERINE MEIER CHIEF FINANCIAL OFFICER 40.00 X 160136 0 7344 MATT GARCIA CHIEF BUSINESS DEV AND PRO 40.00 X 166984 0 38496 WENDY AGER ADMINISTRATOR 40.00 X 117041 0 4753 971020 0 123873 5 0 1 0 MORRISON MANAGEMENT SPECIALISTS 400 NORTHRIDGE ROAD ATLANTA GA 30350 MANAGE FOOD SERVICES 2482756 MILLENNIUM REHAB & CONSULTING 4725 MERLE HAY ROAD SUITE 107 DES MOINES IA 50322 THERAPY 987145 MARTIN HEALTH SERVICES PO BOX 69 CEDAR FALLS IA 50613 MEDS DRUGS AND SUPPLIES 550631 PETERSON CONTRACTORS INC 104 BLACKHAWK ST REINBECK IA 50669 CONSTRUCTION 356738 AHTS ARCHITECTS 327 E 4TH STREET WATERLOO IA 50703 ARCHITECT 346663 5 2535 2535 MANAGEMENT FEES 541610 1647873 1128601 519272 FRIENDS' REVENUE 623990 20342 20342 CONSULTING FEES 541610 18104 18104 MISCELLANEOUS 623990 4550 4550 1690869 104120 104120 3339 -3339 -3339 -3339 1794185 1153493 537376 100781 973099 973099 674654 674654 40350 40350 163838 163838 115307 115307 9609 9609 46 46 14633 14633 16302 16302 960 960 11208 11208 3125 3125 3400 3400 1419 1419 Miscellaneous 132117 132117 2160067 0 2160067 0 1376451 1229847 3482154 2531282 224169 230344 1943 2359 47513 7939 40854 39574 2626108 2822544 237757 314635 23154 629579 8012590 7800164 73169 1531182 125327 855764 4073320 1927199 4271816 4314145 X 3740774 3486019 3740774 3486019 8012590 7800164 -365882 111127 0 X X 0 1 X 1 0 X X 3 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 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47513 7939 39574 39574 OTHER CURRENT ASSETS 14153 INTERCOMPANY RECEIVABLES 615426 629579 Present Value Of Annuities 1927199 1927199 X 1904166 111127 -1146 109981 1794185 0 1794185 2158921 -1146 -1146 2160067 0 2160067 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: OTHER -1,146. Part XII, Line 2d - Other Adjustments: OTHER -1,146. X X X 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 324786 0 0 0 0 0 10602 0 22412 0 357800 0 0 0 JERRY HARRIS CHIEF OPERATING OFFICER 185763 0 16310 0 0 0 8504 0 31762 0 242339 0 0 0 CATHERINE MEIER CHIEF FINANCIAL OFFICER 160136 0 0 0 0 0 6419 0 925 0 167480 0 0 0 MATT GARCIA CHIEF BUSINESS DEV AND PRO 161984 0 5000 0 0 0 6954 0 31542 0 205480 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. 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