Civic Intelligence

Western Home Foundation Inc

990 • Fiscal year 2017 • EIN 42-1505760

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

Organization ProfileWWW.WESTERNHOMECOMMUNITIES.ORG
420 East 11th StreetCedar Falls, IA 50613

(319) 277-2141

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.36x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

1.72x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

3rd percentile

-92%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$398,997

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 66.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$2,911,016

Down $379,335 (-12%) from 2016

Net Assets

Down

$1,873,938

Down $380,074 (-17%) from 2016

Liabilities

Up

$1,037,078

Up $739 (+0.1%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin3rd percentile

Revenue

Down

$603,707

Down $1,085,303 (-64%) from 2016

Expenses

Down

$1,157,685

Down $1,919,758 (-62%) from 2016

Net Income

Up

-$553,978

Up $834,455 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $1,365,098Liabilities 2010: $757Net Assets 2010: $1,364,3412010Assets 2011: $1,365,281Liabilities 2011: $0Net Assets 2011: $1,365,2812011Assets 2012: $1,547,382Liabilities 2012: $484Net Assets 2012: $1,546,8982012Assets 2013: $3,769,551Liabilities 2013: $287Net Assets 2013: $3,769,2642013Assets 2014: $4,689,299Liabilities 2014: $368,985Net Assets 2014: $4,320,3142014Assets 2015: $4,942,915Liabilities 2015: $1,429,717Net Assets 2015: $3,513,1982015Assets 2016: $3,290,351Liabilities 2016: $1,036,339Net Assets 2016: $2,254,0122016Assets 2017: $2,911,016Liabilities 2017: $1,037,078Net Assets 2017: $1,873,9382017Assets 2018: $3,530,270Liabilities 2018: $1,035,364Net Assets 2018: $2,494,9062018Assets 2019: $3,804,681Liabilities 2019: $1,036,128Net Assets 2019: $2,768,5532019Assets 2020: $3,972,686Liabilities 2020: $1,056,078Net Assets 2020: $2,916,6082020Assets 2021: $4,665,350Liabilities 2021: $1,037,886Net Assets 2021: $3,627,4642021Assets 2022: $3,162,465Liabilities 2022: $3,263,924Net Assets 2022: -$101,4592022Assets 2023: $2,627,635Liabilities 2023: $2,656,712Net Assets 2023: -$29,0772023Assets 2024: $2,476,551Liabilities 2024: $2,694,182Net Assets 2024: -$217,6312024

Highlighted filing

2017

Assets$2,911,016
Liabilities$1,037,078
Net Assets$1,873,938
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $148,7712010Expenses 2011: $198,1752011Expenses 2012: $267,4602012Revenue 2013: $2,394,750Expenses 2013: $263,752Net Income 2013: $2,130,9982013Revenue 2014: $1,125,946Expenses 2014: $619,733Net Income 2014: $506,2132014Revenue 2015: $994,359Expenses 2015: $1,578,420Net Income 2015: -$584,0612015Revenue 2016: $1,689,010Expenses 2016: $3,077,443Net Income 2016: -$1,388,4332016Revenue 2017: $603,707Expenses 2017: $1,157,685Net Income 2017: -$553,9782017Revenue 2018: $1,727,101Expenses 2018: $897,443Net Income 2018: $829,6582018Revenue 2019: $593,005Expenses 2019: $570,339Net Income 2019: $22,6662019Revenue 2020: $402,742Expenses 2020: $508,631Net Income 2020: -$105,8892020Revenue 2021: $1,131,480Expenses 2021: $594,513Net Income 2021: $536,9672021Revenue 2022: $449,828Expenses 2022: $1,332,945Net Income 2022: -$883,1172022Revenue 2023: $692,051Expenses 2023: $820,737Net Income 2023: -$128,6862023Revenue 2024: $585,278Expenses 2024: $925,795Net Income 2024: -$340,5172024

Highlighted filing

2017

Revenue$603,707
Expenses$1,157,685
Net Income-$553,978
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.2
Gross Receipts
$622,331
Mission and Program Overview

Mission

To support the mission of western home communities through philanthropic gifts and stewardships.

To support the mission of western home communities through philanthropic gifts, stewardship, and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,213,161$2,490,463▲ $277,302
Cash and Non-Interest-Bearing Accounts$819,410$420,553▼ $398,857
Savings and Temporary Cash Investments$225,685--
Pledges and Grants Receivable$32,095--
Total Assets$3,290,351$2,911,016▼ $379,335
Liabilities
Other Liabilities$1,035,107$1,035,107→ $0
Accounts Payable and Accrued Expenses$1,232$1,971▲ $739
Total Liabilities$1,036,339$1,037,078▲ $739
Net Assets / Fund Balance
Unrestricted Net Assets$1,930,562$1,567,042▼ $363,520
Permanently Rstr Net Assets$284,486$291,545▲ $7,059
Temporarily Rstr Net Assets$38,964$15,351▼ $23,613
Total Net Assets Fund Balance$2,254,012$1,873,938▼ $380,074
Total Liabilities and Net Assets / Fund Balance$3,290,351$2,911,016▼ $379,335

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$291,545--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$284,486$7,059--$291,545
2016$283,691$795--$284,486
2015$281,856$1,835--$283,691
2014$276,606$5,250--$281,856
2013$276,606---$276,606
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Wendy AgerAdministrator$132,823$132,823

Board Members and Trustees

NameTitle
Willard JenkinsChair
Kathy FlynnVice-chair
Bill WittDirector
Floyd WinterDirector
Joyce CoilDirector
Marlene BehnDirector
Sarah BrownDirector
Scott BittnerDirector
Steve FirmanDirector
Matt GarciaChief Business Dev and Pro
Kris HansenChief Executive Officer
Kelly MeierChief Financial Officer
Jerry HarrisChief Operating Officer
Larry FoxSecretary
Greg SchmitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$518,180
Program Service Revenue
$1,981
Investment Income
$102,170
Other Revenue
$-18,624
All Other Contributions
$356,360
Change in Net Assets
$-553,978

Audited Revenue Reconciliation

Revenue per Audited Statements
$603,707
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$192,528
Total Revenue per Audited Statements
$796,235
Total Revenue per Form 990
$603,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$755,494
Other Expenses$402,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$721,303--$721,303
Fees for Services Other$6,966$370,875-$377,841
Foreign Grants$34,191--$34,191
Other Expenses$8,862$123-$8,985
Travel-$5,927-$5,927
Fees for Service Investment Mgmnt Fees-$5,003-$5,003
Office Expenses$4,435--$4,435
Total Functional Expenses$775,757$381,928$0$1,157,685

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,176,309
Expenses per Audited Statements$1,157,685
Total Expenses per Form 990$1,157,685
Expenses Not Reported on Form 990$18,624
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Western Home GroupCedar Falls, IA501(c)(3)To Support the Mission of Western Home Group$717,623
Martin Health CenterCedar Falls, IA501(c)(3)To Support the Mission of the Martin Health Center$3,680

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,624
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$61,820---
Total Events$61,820-$18,624$-18,624
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payables$1,035,107
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 leadingage salary surveys as well as other salary surveys.”

Form 990, Part VI, Section C, Line 19

“All documents including governing documents, conflict of interest policy and financial statements will be available upon request.”

Filing and Contact Details

Filer

Filer Name
Western Home Foundation
EIN
42-1505760
Phone
3192772141
Address
420 EAST 11TH STREET, CEDAR FALLS, IA 50613

Signing Officer

Name
Catherine Meier
Title
Chief Financial Officer
Phone
3192772141
Signed
2018-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Meier
Formed
2000
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
235

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Marketing: program service expenses 6,966. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,966. Professional fees: program service expenses 0. Management and general expenses 3,375. Fundraising expenses 0. Total expenses 3,375. Purchased services: program service expenses 0. Management and general expenses 367,500. Fundraising expenses 0. Total expenses 367,500.”

Form 990. Part XII, Line 2C

“The western home communities, inc. Board of directors is responsible for the oversight of the audit and is also responsible for the selection of an independent auditor. This process remains unchanged from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment fund is to be used for resident care and employee scholarships.”

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:

“Golf tournament expenses 18,624.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Golf tournament expenses 18,624.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF BUSINESS DEV AND PRO
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt061820
IRS990/FundraisingDirectExpensesAmt018624
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0755494
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0721303
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0721303
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0622331
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0102170
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102170
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02213161
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02490463
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE MISSION OF WESTERN HOME COMMUNITIES THROUGH PHILANTHROPIC GIFTS, STEWARDSHIP, AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt02254012
IRS990/NetAssetsOrFundBalancesEOYAmt01873938
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-18624
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18624
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0173904
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt04435
IRS990/OfficeExpensesGrp/TotalAmt04435
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0123
IRS990/OtherExpensesGrp/ProgramServicesAmt08862
IRS990/OtherExpensesGrp/TotalAmt08985
IRS990/OtherLiabilitiesGrp/BOYAmt01035107
IRS990/OtherLiabilitiesGrp/EOYAmt01035107
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0284486
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0291545
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt032095
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CATHERINE MEIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01981
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01524235
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02696248
IRS990/PYInvestmentIncomeAmt0179981
IRS990/PYOtherExpensesAmt0381195
IRS990/PYOtherRevenueAmt0-15206
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1388433
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03077443
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01689010
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-553978
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0100000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01981
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0225685
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0455139878
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1420680487
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2272825987
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt067623
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13680
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2650000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTERN HOME GROUP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MARTIN HEALTH CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WESTERN HOME SERVICES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0721303
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0284486
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07059
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0291545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0283691
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0795
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0284486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0281856
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01835
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0283691
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0276606
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0281856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0276606
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0276606
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt018624
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01157685
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0173904
IRS990ScheduleD/OtherExpensesIncludedAmt018624
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01035107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLES
IRS990ScheduleD/OtherRevenueAmt018624
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02198918
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1291545
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNRESTRICTED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PERMANENT RESTRICTED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0192528
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0603707
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS TO BE USED FOR RESIDENT CARE AND EMPLOYEE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2GOLF TOURNAMENT EXPENSES 18,624.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3GOLF TOURNAMENT EXPENSES 18,624.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02490463
IRS990ScheduleD/TotalExpensesPerForm990Amt01157685
IRS990ScheduleD/TotalLiabilityAmt01035107
IRS990ScheduleD/TotalRevenuePerForm990Amt0603707
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0796235
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01176309
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt034191
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE TRANSFER OF CASH
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0ASSISTANCE TO OLDER ADULTS
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0SUB SAHARA AFRICA

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,911,016
Liabilities
$1,037,078
Net assets
$1,873,938
Revenue
$603,707
Expenses
$1,157,685
Net income
-$553,978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$2.69$0.22$0.59$0.93$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.63$2.66$0.03$0.69$0.82$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.16$3.26$0.10$0.45$1.33$0.88
2021Detailed filing. Detailed filing data is available for this year.$4.67$1.04$3.63$1.13$0.59$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.97$1.06$2.92$0.40$0.51$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.80$1.04$2.77$0.59$0.57$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.53$1.04$2.49$1.73$0.90$0.83
2017Detailed filing. Detailed filing data is available for this year.$2.91$1.04$1.87$0.60$1.16$0.55
2016Detailed filing. Detailed filing data is available for this year.$3.29$1.04$2.25$1.69$3.08$1.39
2015Detailed filing. Detailed filing data is available for this year.$4.94$1.43$3.51$0.99$1.58$0.58
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.37$4.32$1.13$0.62$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$2.39$0.26$2.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.36$0.15