Civic Intelligence

Western Home Foundation Inc

990 • Fiscal year 2019 • EIN 42-1505760

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

70th percentile

0.27x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

1.75x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

52nd percentile

3.8%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

97th percentile

$428,514

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 72.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,804,681

Up $274,411 (+7.8%) from 2018

Net Assets

Up

$2,768,553

Up $273,647 (+11%) from 2018

Liabilities

Up

$1,036,128

Up $764 (+0.1%) from 2018

Revenue

Down

$593,005

Down $1,134,096 (-66%) from 2018

Expenses

Down

$570,339

Down $327,104 (-36%) from 2018

Net Income

Down

$22,666

Down $806,992 (-97%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$3,804,681
Liabilities$1,036,128
Net Assets$2,768,553

Operations Trend

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

2019

Revenue$593,005
Expenses$570,339
Net Income$22,666
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$609,932
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,090,005$2,551,770▲ $461,765
Cash and Non-Interest-Bearing Accounts$387,845$948,796▲ $560,951
Pledges and Grants Receivable$1,052,420$304,115▼ $748,305
Total Assets$3,530,270$3,804,681▲ $274,411
Liabilities
Other Liabilities$1,035,107$1,035,426▲ $319
Accounts Payable and Accrued Expenses$257$702▲ $445
Total Liabilities$1,035,364$1,036,128▲ $764
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,195,144$2,265,132▲ $69,988
Net Assets With Donor Restrictions$299,762$503,421▲ $203,659
Total Net Assets Fund Balance$2,494,906$2,768,553▲ $273,647
Total Liabilities and Net Assets / Fund Balance$3,530,270$3,804,681▲ $274,411

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$424,015--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$297,545$126,470--$424,015
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Larry FoxChair
Willard JenkinsImmediate Past Chair
Kathy FlynnVice Chair
Dr Richard FrankhauserDirector
Jim WohlpartDirector
Ronald GainsDirector
Bill WittDirector (through 7/2019)
Floyd WinterDirector (through 7/2019)
Scott BittnerDirector (through 7/2019)
Wendy AgerOperations Sr Directors
Matt GarciaChief Business Dev and Pro
Kris HansenChief Executive Officer
Catherine MeierChief Financial Officer
Jerry HarrisChief Operating Officer
Sarah BrownSecretary
Greg SchmitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$553,786
Program Service Revenue
$0
Investment Income
$56,146
Other Revenue
$-16,927
All Other Contributions
$492,266
Change in Net Assets
$22,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$435,148
Grants and Similar Amounts Paid$135,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$400,000-$400,000
Grants to Domestic Orgs$135,191--$135,191
Fees for Services Other-$24,714-$24,714
Fees for Service Investment Mgmnt Fees-$5,378-$5,378
Other Expenses$5,056--$5,056
Total Functional Expenses$140,247$430,092$0$570,339
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Martin Health CenterCedar Falls, IA501(c)(3)To Support the Mission of the Martin Health Center$92,320
Western Home Services IncCedar Falls, IA501(c)(3)To Support the Mission of Western Home Services, Inc.$26,528
Western Home GroupCedar Falls, IA501(c)(3)To Support the Mission of Western Home Group$15,270
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,927
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$61,520-$1,555-
Total Events$61,520-$16,927$-16,927
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payables$1,035,426
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Western home services inc. Serves as the manager of western home foundation, inc. And will act to manage the general business affairs of western home foundation, inc.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by management and presented to the board for approval before filing of the form 990.

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

Compensation is determined by a related organization and the related organization has processes in place to review and approve the compensation, review comparable data and have adequate deliberation and decisions by the related organization board members.

Form 990, Part VI, Section C, Line 19

Published in journal and available upon request.

Filing and Contact Details

Filer

Filer Name
Western Home Foundation Inc
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
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kris Hansen
Formed
2000
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Christopher Steinhoff
Phone
6123764500
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 was established for employee scholarships, operations and chaplaincy.

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 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 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. This adoption of this standard had no material effect on the organization's financial position, results of operations, or cash flow.

Raw XML AppendixShowing 400 of 721 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0257
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0702
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE MISSION OF WESTERN HOME COMMUNITIES THROUGH PHILANTHROPIC GIFTS AND STEWARDSHIPS.
IRS990/AllOtherContributionsAmt0492266
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHERINE MEIER
IRS990/BooksInCareOfDetail/PhoneNum03192772141
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05307 CARAWAY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CEDAR FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050613
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0387845
IRS990/CashNonInterestBearingGrp/EOYAmt0948796
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt061520
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0553786
IRS990/CYGrantsAndSimilarPaidAmt0135191
IRS990/CYInvestmentIncomeAmt056146
IRS990/CYOtherExpensesAmt0435148
IRS990/CYOtherRevenueAmt0-16927
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt022666
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0570339
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0593005
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0ESTABLISHMENT OF AN ENDOWMENT FUND TO SUPPORT THE OPERATIONS OF WESTERN HOME COMMUNITIES, INC, AN IOQA NONPROFIT CORPORATION THAT IS A MULTI-LEVEL CARE FACILITY FOR THE AGED AND INFIRM.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0299762
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0503421
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0140247
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0400000
IRS990/FeesForServicesManagementGrp/TotalAmt0400000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt024714
IRS990/FeesForServicesOtherGrp/TotalAmt024714
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05378
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05378
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt060650
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt165487
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt253273
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt351941
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt417782
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0KRIS HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1JERRY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm2CATHERINE MEIER
IRS990/Form990PartVIISectionAGrp/PersonNm3MATT GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm4WENDY AGER
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm6SARAH BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7GREG SCHMITZ
IRS990/Form990PartVIISectionAGrp/PersonNm8LARRY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLARD JENKINS
IRS990/Form990PartVIISectionAGrp/PersonNm10SCOTT BITTNER
IRS990/Form990PartVIISectionAGrp/PersonNm11DR RICHARD FRANKHAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm12RONALD GAINS
IRS990/Form990PartVIISectionAGrp/PersonNm13JIM WOHLPART
IRS990/Form990PartVIISectionAGrp/PersonNm14FLOYD WINTER
IRS990/Form990PartVIISectionAGrp/PersonNm15BILL WITT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0367864
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1210930
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2189889
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3185426
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4139765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF BUSINESS DEV AND PRO
IRS990/Form990PartVIISectionAGrp/TitleTxt4OPERATIONS SR DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (THROUGH 7/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (THROUGH 7/2019)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (THROUGH 7/2019)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt061520
IRS990/FundraisingDirectExpensesAmt016927
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0135191
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0135191
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0135191
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0609932
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt056146
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056146
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02090005
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02551770
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 AND STEWARDSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02494906
IRS990/NetAssetsOrFundBalancesEOYAmt02768553
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-16927
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-16927
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0250981
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02195144
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02265132
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt05056
IRS990/OtherExpensesGrp/TotalAmt05056
IRS990/OtherLiabilitiesGrp/BOYAmt01035107
IRS990/OtherLiabilitiesGrp/EOYAmt01035426
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01052420
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0304115
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KRIS HANSEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01634284
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0488713
IRS990/PYInvestmentIncomeAmt0108517
IRS990/PYOtherExpensesAmt0408730
IRS990/PYOtherRevenueAmt0-18514
IRS990/PYProgramServiceRevenueAmt02814
IRS990/PYRevenuesLessExpensesAmt0829658
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0897443
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01727101
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt022666
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt056146
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
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/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTED ORGANIZATIONS LISTED IN ORGANIZATIONS GOVERNING DOCUMENTS SUCH AS ARTICLES OR BYLAWS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 4, SECTION A, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0272825987
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1420680487
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2455139878
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/SupportAmt026528
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt192320
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt215270
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTERN HOME SERVICES INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MARTIN HEALTH CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WESTERN HOME GROUP
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0134118
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0297545
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0126470
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0424015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0291545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0297545
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0284486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0291545
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0283691
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0795
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0284486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0281856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01835
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0283691
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01035426
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY PAYABLES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02127755
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1424015
IRS990ScheduleD/OtherSecuritiesGrp/Desc0UNRESTRICTED INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND WAS ESTABLISHED FOR EMPLOYEE SCHOLARSHIPS, OPERATIONS AND CHAPLAINCY.
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/ExplanationTxt2THE ENDOWMENT FUND IS TO BE USED FOR RESIDENT CARE AND EMPLOYEE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT 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. THIS 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/SupplementalInformationDetail/FormAndLineReferenceDesc2PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02551770
IRS990ScheduleD/TotalLiabilityAmt01035426
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt061520
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt061520
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016927
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061520
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-16927
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01846
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01846
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01555
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01555
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013526
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013526
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt015270
IRS990ScheduleI/RecipientTable/CashGrantAmt192320
IRS990ScheduleI/RecipientTable/CashGrantAmt226528
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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