Civic Intelligence

Western Home Services Inc

990 • Fiscal year 2018 • EIN 45-5139878

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

Organization ProfileN/A
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

93rd percentile

1.04x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

5.11x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Net Margin

19th percentile

-3.5%

Higher net margin than 19% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

39th percentile

$391,222

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-5.7%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$130,740,299

Up $1,894,499 (+1.5%) from 2017

Net Assets

Down

-$5,108,756

Down $10,074,142 (-203%) from 2017

Liabilities

Up

$135,849,055

Up $11,968,641 (+9.7%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin19th percentile

Revenue

Down

$26,601,451

Down $1,607,312 (-5.7%) from 2017

Expenses

Up

$27,545,230

Up $1,326,218 (+5.1%) from 2017

Net Income

Down

-$943,779

Down $2,933,530 (-147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300M$200M$100M$0-$100MAssets 2011: $74,181,180Liabilities 2011: $73,963,225Net Assets 2011: $217,9552011Assets 2012: $73,481,008Liabilities 2012: $73,837,795Net Assets 2012: -$356,7872012Assets 2013: $77,977,883Liabilities 2013: $77,307,626Net Assets 2013: $670,2572013Assets 2014: $84,442,129Liabilities 2014: $83,369,444Net Assets 2014: $1,072,6852014Assets 2015: $89,087,270Liabilities 2015: $84,919,583Net Assets 2015: $4,167,6872015Assets 2016: $105,556,265Liabilities 2016: $99,260,228Net Assets 2016: $6,296,0372016Assets 2017: $128,845,800Liabilities 2017: $123,880,414Net Assets 2017: $4,965,3862017Assets 2018: $130,740,299Liabilities 2018: $135,849,055Net Assets 2018: -$5,108,7562018Assets 2019: $129,494,821Liabilities 2019: $135,124,150Net Assets 2019: -$5,629,3292019Assets 2020: $131,510,034Liabilities 2020: $137,582,734Net Assets 2020: -$6,072,7002020Assets 2021: $172,352,897Liabilities 2021: $169,161,861Net Assets 2021: $3,191,0362021Assets 2022: $172,460,536Liabilities 2022: $176,152,626Net Assets 2022: -$3,692,0902022Assets 2023: $179,847,474Liabilities 2023: $186,675,845Net Assets 2023: -$6,828,3712023Assets 2024: $193,765,078Liabilities 2024: $201,481,190Net Assets 2024: -$7,716,1122024

Highlighted filing

2018

Assets$130,740,299
Liabilities$135,849,055
Net Assets-$5,108,756
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$60M$40M$20M$0-$20MExpenses 2011: $14,911,1472011Expenses 2012: $15,581,1052012Revenue 2013: $18,286,249Expenses 2013: $17,259,205Net Income 2013: $1,027,0442013Revenue 2014: $20,203,347Expenses 2014: $19,661,585Net Income 2014: $541,7622014Revenue 2015: $26,415,263Expenses 2015: $23,184,578Net Income 2015: $3,230,6852015Revenue 2016: $26,121,003Expenses 2016: $23,992,653Net Income 2016: $2,128,3502016Revenue 2017: $28,208,763Expenses 2017: $26,219,012Net Income 2017: $1,989,7512017Revenue 2018: $26,601,451Expenses 2018: $27,545,230Net Income 2018: -$943,7792018Revenue 2019: $24,902,636Expenses 2019: $25,423,209Net Income 2019: -$520,5732019Revenue 2020: $25,525,391Expenses 2020: $26,557,112Net Income 2020: -$1,031,7212020Revenue 2021: $41,691,659Expenses 2021: $44,042,040Net Income 2021: -$2,350,3812021Revenue 2022: $36,602,543Expenses 2022: $42,487,356Net Income 2022: -$5,884,8132022Revenue 2023: $39,401,157Expenses 2023: $42,575,580Net Income 2023: -$3,174,4232023Revenue 2024: $41,937,127Expenses 2024: $44,254,513Net Income 2024: -$2,317,3862024

Highlighted filing

2018

Revenue$26,601,451
Expenses$27,545,230
Net Income-$943,779
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
$26,601,451
Mission and Program Overview

Mission

To assertively create fulfilling lifestyles for seniors, their families, and our employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$104,555,502$100,419,934▼ $4,135,568
Prepaid Expenses and Deferred Charges-$686,010-
Accounts Receivable$484,792$489,055▲ $4,263
Cash and Non-Interest-Bearing Accounts$914,393$403,736▼ $510,657
Other Notes and Loans Receivable, Net$27,010--
Total Assets$128,845,800$130,740,299▲ $1,894,499
Other Assets Total$22,864,103$28,741,564▲ $5,877,461
Liabilities
Deferred Revenue$87,068,435$103,153,578▲ $16,085,143
Tax Exempt Bond Liabilities$33,461,031$30,555,111▼ $2,905,920
Accounts Payable and Accrued Expenses$3,296,013$2,140,366▼ $1,155,647
Other Liabilities$54,935$0▼ $54,935
Total Liabilities$123,880,414$135,849,055▲ $11,968,641
Net Assets / Fund Balance
Temporarily Rstr Net Assets$59,415$0▼ $59,415
Unrestricted Net Assets$4,905,971$-5,108,756▼ $10,014,727
Total Net Assets Fund Balance$4,965,386$-5,108,756▼ $10,074,142
Total Liabilities and Net Assets / Fund Balance$128,845,800$130,740,299▲ $1,894,499

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$91,252,476$40,500,616$131,753,092
Land$9,167,458-$9,167,458
Other Assets Org$28,056,855--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Wendy AgerAdministratorFT$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
Catherine MeierChief Financial Officer
Jerry HarrisChief Operating Officer
Larry FoxSecretary
Greg SchmitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MorrisonFood/dining400 NORTHRIDGE RD 600, Atlanta, GA 30350$1,777,554
Tech Of AgesIt Support5307 CARAWAY LN, Cedar Falls, IA 50613$431,200
SmartlinxPayroll Processing111 S WOOD AVE, Iselin, NJ 08830$211,014
Revenue and Support

Revenue Composition

Contributions and Grants
$232,886
Program Service Revenue
$25,608,159
Investment Income
$760,406
Other Revenue
$0
All Other Contributions
$187,267
Change in Net Assets
$-943,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,082,066
Salaries, Compensation, and Employee Benefits$10,463,164
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,454,701$1,612,818-$9,067,519
Fees for Services Other$3,566,091$1,973,697-$5,539,788
Depreciation Depletion$4,351,588--$4,351,588
Occupancy$2,777,709$203,025-$2,980,734
Other Expenses$2,245,122$43,238-$2,288,360
Interest$1,380,695--$1,380,695
Other Employee Benefits$581,664$144,929-$726,593
Payroll Taxes$553,367$115,685-$669,052
Insurance-$286,585-$286,585
Advertising-$254,316-$254,316
Total Functional Expenses$22,910,937$4,634,293$0$27,545,230
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
CIowa Finance Authority2016-11-08$32,500,000Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser
AIowa Finance Authority2012-12-27$19,090,000Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser
DIowa Finance Authority2013-12-31$11,295,000Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser
BIowa Finance Authority2015-12-01$5,165,000Senior Living Facilities Revenue Refunding Bonds (Western Home Project), Ser

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$32,500,000$10,955,575$66,500$339,425
A$19,090,000$17,950,000$19,025,000$101,588
D$11,295,000-$1,378,161-
B$5,165,000$4,629,939$461,299$322,065

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 of directors 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 governing documents, conflict of interest policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Western Home Group
EIN
45-5139878
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
2011
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
175

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

“PROFESSIONAL FEES: Program service expenses 0. Management and general expenses 113,292. Fundraising expenses 0. Total expenses 113,292. OTHER: Program service expenses 523,183. Management and general expenses 513,223. Fundraising expenses 0. Total expenses 1,036,406. CONTRACTED SERVICES: Program service expenses 3,042,908. Management and general expenses 1,347,182. Fundraising expenses 0. Total expenses 4,390,090.”

Form 990, Part XI, line 9:

“Cumulative Adjustment Due to Change in Revenue Recognition -9,130,363.”

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.”

Financial Statement Notes

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/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF BUSINESS DEV AND PRO
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0115685
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IRS990/PYTotalRevenueAmt028208763
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-943779
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$130,740,299
Liabilities
$135,849,055
Net assets
-$5,108,756
Revenue
$26,601,451
Expenses
$27,545,230
Net income
-$943,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$194$201$7.72$41.9$44.3$2.32
2023Detailed filing. Detailed filing data is available for this year.$180$187$6.83$39.4$42.6$3.17
2022Detailed filing. Detailed filing data is available for this year.$172$176$3.69$36.6$42.5$5.88
2021Detailed filing. Detailed filing data is available for this year.$172$169$3.19$41.7$44.0$2.35
2020Detailed filing. Detailed filing data is available for this year.$132$138$6.07$25.5$26.6$1.03
2019Detailed filing. Detailed filing data is available for this year.$129$135$5.63$24.9$25.4$0.52
2018Detailed filing. Detailed filing data is available for this year.$131$136$5.11$26.6$27.5$0.94
2017Detailed filing. Detailed filing data is available for this year.$129$124$4.97$28.2$26.2$1.99
2016Detailed filing. Detailed filing data is available for this year.$106$99.3$6.30$26.1$24.0$2.13
2015Detailed filing. Detailed filing data is available for this year.$89.1$84.9$4.17$26.4$23.2$3.23
2014Detailed filing. Detailed filing data is available for this year.$84.4$83.4$1.07$20.2$19.7$0.54
2013Detailed filing. Detailed filing data is available for this year.$78.0$77.3$0.67$18.3$17.3$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.5$73.8$0.36$15.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.2$74.0$0.22$14.9