Civic Intelligence

Western Home Group

EIN 45-5139878 • 501(c)3 • Cedar Falls, IA

Profile

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

5307 Caraway LaneCedar Falls, IA 50613

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.04x

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

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

4.80x

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

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

20th percentile

-5.5%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$544,285

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$193,765,078

Up $13,917,604 (+7.7%) from 2023

Liabilities

Up

$201,481,190

Up $14,805,345 (+7.9%) from 2023

Net Assets

Down

-$7,716,112

Down $887,741 (-13%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin20th percentile

Revenue

Up

$41,937,127

Up $2,535,970 (+6.4%) from 2023

Expenses

Up

$44,254,513

Up $1,678,933 (+3.9%) from 2023

Net Income

Up

-$2,317,386

Up $857,037 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$193,765,078
Liabilities$201,481,190
Net Assets-$7,716,112
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$41,937,127
Expenses$44,254,513
Net Income-$2,317,386
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$193,765,078
Liabilities
$201,481,190
Net assets
-$7,716,112
Revenue
$41,937,127
Expenses
$44,254,513
Net income
-$2,317,386
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$41,937,127
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$130,715,386$131,826,477▲ $1,111,091
Cash and Non-Interest-Bearing Accounts$5,223,695$5,626,815▲ $403,120
Intangible Assets$1,125,000$1,125,000→ $0
Accounts Receivable$1,205,078$986,851▼ $218,227
Prepaid Expenses and Deferred Charges$651,559$751,728▲ $100,169
Investments in Publicly Traded Securities$701,009$0▼ $701,009
Other Notes and Loans Receivable, Net$841,963$300,294▼ $541,669
Pledges and Grants Receivable$253,751$290,278▲ $36,527
Total Assets$179,847,474$193,765,078▲ $13,917,604
Other Assets Total$39,130,033$52,857,635▲ $13,727,602
Liabilities
Deferred Revenue$119,821,346$122,251,671▲ $2,430,325
Tax Exempt Bond Liabilities$57,735,313$60,212,087▲ $2,476,774
Other Liabilities$6,126,118$16,052,978▲ $9,926,860
Accounts Payable and Accrued Expenses$2,962,965$2,964,454▲ $1,489
Mortgage Notes Payable Secured by Investment Property$30,103$0▼ $30,103
Total Liabilities$186,675,845$201,481,190▲ $14,805,345
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-6,828,371$-7,716,112▼ $887,741
Total Net Assets Fund Balance$-6,828,371$-7,716,112▼ $887,741
Total Liabilities and Net Assets / Fund Balance$179,847,474$193,765,078▲ $13,917,604

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$114,587,617$77,011,286$191,598,903
Land$17,238,860-$17,238,860
Other Assets Org$5,721--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy CallahanLpn-ivFT$113,805$29,844$143,649
Karla UtterbackRnFT$107,222$7,610$114,832
Rachael GrahamClinical Services CoordinatorFT$109,330$5,319$114,649
Sadie FusonScheduling Clinical Ed COOFT$109,674$4,481$114,155
Kelly BenderDirector of NursingFT$108,959$4,271$113,230

Board Members and Trustees

NameTitle
Sarah BrownBoard Chair
Larry FoxImmediate Past Chair
Ronald GainesVice Chair
Dianne SchultzDirector
Nafissa Cisse EgbuonyeDirector
Wendy AgerOperations Sr Director
Kris HansenChief Executive Officer
Jerry HarrisChief Operating Officer
PAT O'LEARYCSO
Darrell MccormickDco
Dr Richard FrankhauserSecretary
Greg SchmitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Richard Colby Dba Rc And AssociatesConstruction Services1269 KNAP PLACE, Boone, IA 50036$189,000
Revenue and Support

Revenue Composition

Contributions and Grants
$821,591
Program Service Revenue
$40,207,758
Investment Income
$907,778
Other Revenue
$0
All Other Contributions
$821,591
Change in Net Assets
$-2,317,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,153,319
Salaries, Compensation, and Employee Benefits$14,101,194
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,602,637$2,541,400-$12,144,037
Fees for Services Management-$7,765,962-$7,765,962
Depreciation Depletion$7,246,144--$7,246,144
Occupancy$2,452,944$415,120-$2,868,064
Interest$2,328,763--$2,328,763
Fees for Services Other$1,336,782$640,459-$1,977,241
Information Technology$205,416$893,134-$1,098,550
Insurance-$948,601-$948,601
Payroll Taxes$746,180$189,978-$936,158
Other Employee Benefits$647,511$215,985-$863,496
Travel$444,888$23,245-$468,133
Advertising-$433,489-$433,489
Other Expenses$111,276$105,039-$216,315
Pension Plan Contributions$123,808$33,695-$157,503
Office Expenses-$118,713-$118,713
All Other Expenses$822$96,697-$97,519
Total Functional Expenses$29,141,381$15,113,132$0$44,254,513
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

Other Reported Liabilities

LiabilityAmount
Related Party Payables$15,644,788
Advance Refundable Deposit$408,190

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2017-03-22$9,250,000Senior living facilities revenue bond (creekside project)

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$9,250,000-$1,506,853-

Bond Financing Compliance

No rebate due
Yes
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
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
No
Other officer compensation reviewed
No
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 A, Line 8B

“The organization does not have any committees that have authority to act on behalf of the governing body.”

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

“The organizations 990 will be distributed to all members of the board via email and will be reviewed and approved by all board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy covers any officer, director, board member, key employee or manager of whs. Employees must promptly disclose to the whs and its affiliates any relationship, ownership, investment or business interest, whether direct or indirect, that the employee or a member of his/her immediate family has with any person, or in any business or enterprise (other than publicly traded securities). Presentations of possible conflicts of interest are done at board meetings. After the presentation, the individual should leave the room while the determination of a conflict of interest is discussed and voted upon.”

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
PATRICK O'LEARY
Title
Chief Strategy Officer
Phone
3192772141
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
PATRICK O'LEARY
Formed
2011
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
305
Volunteers
919

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kristen Donlevy
Phone
4144761880
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer (to) from affiliate 1,429,645.”

Form 990, Part XII, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 1B:

“These funds are held as resident trust fund and are classified as an asset. The resident trust fund was formed by a signed trust agreement, which conforms to the irs rules and regulations.”

PART IV, LINE 2B:

“The funds are held as resident trust fund account and have offsetting liabilities to the asset account.”

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/PersonNm4GREG SCHMITZ
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IRS990/Form990PartVIISectionAGrp/PersonNm6DIANNE SCHULTZ
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DCO
IRS990/Form990PartVIISectionAGrp/TitleTxt11OPERATIONS SR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SCHEDULING CLINICAL ED COO
IRS990/Form990PartVIISectionAGrp/TitleTxt13LPN-IV
IRS990/Form990PartVIISectionAGrp/TitleTxt14CLINICAL SERVICES COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF NURSING
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036564141
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