Civic Intelligence

Western Home Foundation Inc

990 • Fiscal year 2018 • EIN 42-1505760

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

Organization ProfileWWW.WESTERNHOMECOMMUNITIES.ORG
5307 Caraway LaneCedar Falls, IA 50613

(319) 277-2141

Siviq Scores

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

Liabilities / Assets

71st percentile

0.29x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

0.60x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

96th percentile

$391,222

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

186%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$3,530,270

Up $619,254 (+21%) from 2017

Net Assets

Up

$2,494,906

Up $620,968 (+33%) from 2017

Liabilities

Down

$1,035,364

Down $1,714 (-0.2%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin91st percentile

Revenue

Up

$1,727,101

Up $1,123,394 (+186%) from 2017

Expenses

Down

$897,443

Down $260,242 (-22%) from 2017

Net Income

Up

$829,658

Up $1,383,636 (+250%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2018

Assets$3,530,270
Liabilities$1,035,364
Net Assets$2,494,906
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$1,727,101
Expenses$897,443
Net Income$829,658
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$2,676,623
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$2,490,463$2,090,005▼ $400,458
Pledges and Grants Receivable-$1,052,420-
Cash and Non-Interest-Bearing Accounts$420,553$387,845▼ $32,708
Total Assets$2,911,016$3,530,270▲ $619,254
Liabilities
Other Liabilities$1,035,107$1,035,107→ $0
Accounts Payable and Accrued Expenses$1,971$257▼ $1,714
Total Liabilities$1,037,078$1,035,364▼ $1,714
Net Assets / Fund Balance
Unrestricted Net Assets$1,567,042$2,195,144▲ $628,102
Permanently Rstr Net Assets$291,545$297,545▲ $6,000
Temporarily Rstr Net Assets$15,351$2,217▼ $13,134
Total Net Assets Fund Balance$1,873,938$2,494,906▲ $620,968
Total Liabilities and Net Assets / Fund Balance$2,911,016$3,530,270▲ $619,254

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$297,545--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$291,545$6,000--$297,545
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
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Wendy AgerAdministrator$135,098$135,098

Board Members and Trustees

NameTitle
Willard JenkinsPresident
Kathy FlynnVice President
Bill WittDirector
Floyd WinterDirector
Jim WohlpartDirector
Sarah BrownDirector
Scott BittnerDirector
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
$1,634,284
Program Service Revenue
$2,814
Investment Income
$108,517
Other Revenue
$-18,514
All Other Contributions
$1,577,349
Change in Net Assets
$829,658
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$488,713
Other Expenses$408,730
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$488,713--$488,713
Fees for Services Management-$385,875-$385,875
Fees for Services Other-$17,628-$17,628
Fees for Service Investment Mgmnt Fees-$5,227-$5,227
Total Functional Expenses$488,713$408,730$0$897,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Martin Health CenterCedar Falls, IA501(c)(3)To Support the Mission of the Martin Health Center$222,403
Western Home ServicesCedar Falls, IA501(c)(3)To Support the Mission of Western Home Services$217,963
Western Home GroupCedar Falls, IA501(c)(3)To Support the Mission of Western Home Group$45,619
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,514
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$56,935---
Total Events$56,935-$18,764$-18,764
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
5307 CARAWAY LANE, CEDAR FALLS, IA 50613

Signing Officer

Name
Catherine Meier
Title
Chief Financial Officer
Phone
3192772141
Signed
2019-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Meier
Formed
2000
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

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 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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/MissionDesc0TO SUPPORT THE MISSION OF WESTERN HOME COMMUNITIES THROUGH PHILANTHROPIC GIFTS, STEWARDSHIP, AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01873938
IRS990/NetAssetsOrFundBalancesEOYAmt02494906
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt074342
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt074342
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-18514
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18514
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-208690
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01035107
IRS990/OtherLiabilitiesGrp/EOYAmt01035107
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0291545
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0297545
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01052420
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CATHERINE MEIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02814
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02814
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0518180
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0755494
IRS990/PYInvestmentIncomeAmt0102170
IRS990/PYOtherExpensesAmt0402191
IRS990/PYOtherRevenueAmt0-18624
IRS990/PYProgramServiceRevenueAmt01981
IRS990/PYRevenuesLessExpensesAmt0-553978
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01157685
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0603707
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0829658
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02814
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/SupportAmt045619
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1222403
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2217963
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTERN HOME GROUP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MARTIN HEALTH CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WESTERN HOME SERVICES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0485985
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0291545
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0297545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0284486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt07059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0291545
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0283691
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0795
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0284486
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0281856
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01835
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0283691
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0276606
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0281856
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01035107
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTERCOMPANY PAYABLES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01792460
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1297545
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNRESTRICTED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PERMANENT RESTRICTED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02090005
IRS990ScheduleD/TotalLiabilityAmt01035107
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt056935
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt056935
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018764
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056935
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056935
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-18764
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04072
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04072
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt014692
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014692
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt045619
IRS990ScheduleI/RecipientTable/CashGrantAmt1222403
IRS990ScheduleI/RecipientTable/CashGrantAmt2217963
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE MISSION OF WESTERN HOME GROUP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO SUPPORT THE MISSION OF THE MARTIN HEALTH CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO SUPPORT THE MISSION OF WESTERN HOME SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTERN HOME GROUP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MARTIN HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WESTERN HOME SERVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0455139878
IRS990ScheduleI/RecipientTable/RecipientEIN1420680487
IRS990ScheduleI/RecipientTable/RecipientEIN2272825987
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05307 CARAWAY LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15307 CARAWAY LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25307 CARAWAY LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CEDAR FALLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CEDAR FALLS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CEDAR FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050613
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd150613
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd250613
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MARTIN HEALTH CENTER F/K/A WESTERN HOME COMMUNITIES IS A RELATED ORGANIZATION AND BOOKS ARE MAINTAINED BY THE CFO OF BOTH WESTERN HOME FOUNDATION AND MARTIN HEALTH CENTER F/K/A WESTERN HOME COMMUNITIES AND THE CFO MONITORS THE USE OF THE FUNDS RECEIVED FROM WESTERN HOME FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,530,270
Liabilities
$1,035,364
Net assets
$2,494,906
Revenue
$1,727,101
Expenses
$897,443
Net income
$829,658
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