Civic Intelligence

Western Assemblies Home

990 • Fiscal year 2017 • EIN 95-1809582

Jan 01, 2017 to Dec 31, 2017 • Filed on Jan 30, 2018

Organization ProfileWESTERNASSEMBLIESHOME.ORG
350 Berkeley AvenueClaremont, CA 91711

(909) 626-3711

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$3,094,906

Up $674,018 (+28%) from 2016

Net Assets

Up

$3,083,822

Up $677,710 (+28%) from 2016

Liabilities

Down

$11,084

Down $3,692 (-25%) from 2016

Revenue And Expenses

Revenue

Up

$1,287,584

Up $464,177 (+56%) from 2016

Expenses

Down

$642,512

Down $40,794 (-6.0%) from 2016

Net Income

Up

$645,072

Up $504,971 (+360%) from 2016

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$0Assets 2010: $2,494,973Liabilities 2010: $33,282Net Assets 2010: $2,461,6912010Assets 2011: $2,335,134Liabilities 2011: $32,723Net Assets 2011: $2,302,4112011Assets 2012: $2,295,597Liabilities 2012: $29,351Net Assets 2012: $2,266,2462012Assets 2013: $2,115,863Liabilities 2013: $31,325Net Assets 2013: $2,084,5382013Assets 2014: $2,168,424Liabilities 2014: $24,618Net Assets 2014: $2,143,8062014Assets 2015: $2,237,514Liabilities 2015: $8,139Net Assets 2015: $2,229,3752015Assets 2016: $2,420,888Liabilities 2016: $14,776Net Assets 2016: $2,406,1122016Assets 2017: $3,094,906Liabilities 2017: $11,084Net Assets 2017: $3,083,8222017Assets 2018: $3,148,582Liabilities 2018: $14,899Net Assets 2018: $3,133,6832018Assets 2019: $3,355,500Liabilities 2019: $13,925Net Assets 2019: $3,341,5752019Assets 2020: $3,540,431Liabilities 2020: $11,145Net Assets 2020: $3,529,2862020Assets 2021: $3,617,596Liabilities 2021: $8,401Net Assets 2021: $3,609,1952021Assets 2022: $3,353,277Liabilities 2022: $5,599Net Assets 2022: $3,347,6782022Assets 2023: $4,406,804Liabilities 2023: $0Net Assets 2023: $4,406,8042023Assets 2024: $4,578,062Liabilities 2024: $5,599Net Assets 2024: $4,572,4632024

Highlighted filing

2017

Assets$3,094,906
Liabilities$11,084
Net Assets$3,083,822
Open 2017 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $819,2162010Revenue 2011: $688,940Expenses 2011: $848,220Net Income 2011: -$159,2802011Expenses 2012: $764,5522012Revenue 2013: $692,595Expenses 2013: $905,063Net Income 2013: -$212,4682013Revenue 2014: $792,743Expenses 2014: $737,035Net Income 2014: $55,7082014Revenue 2015: $754,754Expenses 2015: $659,547Net Income 2015: $95,2072015Revenue 2016: $823,407Expenses 2016: $683,306Net Income 2016: $140,1012016Revenue 2017: $1,287,584Expenses 2017: $642,512Net Income 2017: $645,0722017Revenue 2018: $805,162Expenses 2018: $608,105Net Income 2018: $197,0572018Revenue 2019: $677,559Expenses 2019: $621,064Net Income 2019: $56,4952019Revenue 2020: $768,064Expenses 2020: $690,911Net Income 2020: $77,1532020Revenue 2021: $977,252Expenses 2021: $891,313Net Income 2021: $85,9392021Revenue 2022: $826,075Expenses 2022: $948,323Net Income 2022: -$122,2482022Revenue 2023: $2,143,415Expenses 2023: $970,451Net Income 2023: $1,172,9642023Revenue 2024: $974,509Expenses 2024: $943,588Net Income 2024: $30,9212024

Highlighted filing

2017

Revenue$1,287,584
Expenses$642,512
Net Income$645,072
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jan 30, 2018
Return Version
2017v2.2
Gross Receipts
$1,339,511
Mission and Program Overview

Mission

The western assemblies home is a nonprofit corporation organized for the purpose of owning and operating quality residential homes for retired couples and a main home for those residents that need greater care. Includes food, lodging and normal health care for residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,028,733$1,703,897▲ $675,164
Land, Buildings, and Equipment, Net$897,510$881,941▼ $15,569
Other Notes and Loans Receivable, Net$271,134$264,953▼ $6,181
Investments in Publicly Traded Securities$216,425$235,641▲ $19,216
Inventories for Sale or Use$943$2,517▲ $1,574
Cash and Non-Interest-Bearing Accounts$2,210$2,210→ $0
Accounts Receivable$492$306▼ $186
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,420,888$3,094,906▲ $674,018
Other Assets Total$3,441$3,441→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,631$11,084▼ $1,547
Deferred Revenue$2,145--
Total Liabilities$14,776$11,084▼ $3,692
Net Assets / Fund Balance
Unrestricted Net Assets$2,406,054$3,083,454▲ $677,400
Temporarily Rstr Net Assets$58$368▲ $310
Total Net Assets Fund Balance$2,406,112$3,083,822▲ $677,710
Total Liabilities and Net Assets / Fund Balance$2,420,888$3,094,906▲ $674,018

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$403,473$1,148,855$1,552,328
Other Land Buildings$129,055$425,037$554,092
Land$244,828-$244,828
Equipment$42,451$181,482$223,933
Leasehold Improvements$62,134$49,011$111,145
Compensation and Service Providers

Board Members and Trustees

NameTitle
Al SzulcPresident
Richard HallmarkVice President
Bill NovodorDirector
Bob NorrisDirector
Dick SmithDirector
Edgardo CastroDirector
Herbert GentleDirector
Jason JohnDirector
John GristDirector
Justin PraterDirector
Max KriegerDirector
Rick MarkleyDirector
Scott WitteDirector
Seven RicoDirector
Wills OsbornDirector
Rod ChanceCFO/treasurer
Larry MellingerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$584,407
Program Service Revenue
$658,335
Investment Income
$14,260
Other Revenue
$30,582
All Other Contributions
$584,407
Change in Net Assets
$645,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$398,420
Other Expenses$244,092
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$286,813$79,637-$366,450
Depreciation Depletion$52,692$13,173-$65,865
Payroll Taxes$25,022$6,948-$31,970
Other Expenses$14,806$3,702-$18,508
Insurance$8,646$2,162-$10,808
Office Expenses-$6,789-$6,789
Fees for Services Accounting-$2,900-$2,900
Advertising-$2,141-$2,141
All Other Expenses$-2,808$-485-$-3,293
Total Functional Expenses$508,492$134,020$0$642,512
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by a board member (secretary or treasurer/cfo), before filing. It is later reviewed by the board at the annual meeting (after filing).”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Memo's and reviewed by the board each year.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The home did not have a paid executive director during the current year.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board reviews the the budget, and reviews similar positions pay scale within the surrounding area.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization requires any request for documents to be presented in writing. Copies are available to view at the home.”

Filing and Contact Details

Filer

Filer Name
Western Assemblies Home
EIN
95-1809582
Phone
9096263711
Address
350 BERKELEY AVENUE, CLAREMONT, CA 91711

Signing Officer

Name
Rod Chance
Title
CFO/treasurer
Signed
2018-01-30
Discuss with paid preparer
Yes

Organization Details

Formed
1943
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
18
Volunteers
28

Preparer

Firm
Stephen M Bishop CPA
Address
3726 Tibbetts Ste C, Riverside, CA 92506
Preparer
Stephen M Bishop
Phone
9517871100
Raw XML AppendixShowing 400 of 540 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012631
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011084
IRS990/AccountsReceivableGrp/BOYAmt0492
IRS990/AccountsReceivableGrp/EOYAmt0306
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE WESTERN ASSEMBLIES HOME IS A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF OWNING AND OPERATING QUALITY RESIDENTIAL HOMES FOR RETIRED COUPLES AND A MAIN HOME FOR THOSE RESIDENTS THAT NEED GREATER CARE. INCLUDES FOOD, LODGING AND NORMAL HEALTH CARE FOR RESIDENTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02141
IRS990/AdvertisingGrp/TotalAmt02141
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0584407
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-485
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0-2808
IRS990/AllOtherExpensesGrp/TotalAmt0-3293
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ROD CHANCE CFO
IRS990/BooksInCareOfDetail/PhoneNum09096263711
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 BERKELEY AVENUE CLAREMONT CALIF
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLAREMONT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091711
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02210
IRS990/CashNonInterestBearingGrp/EOYAmt02210
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0584407
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt014260
IRS990/CYOtherExpensesAmt0244092
IRS990/CYOtherRevenueAmt030582
IRS990/CYProgramServiceRevenueAmt0658335
IRS990/CYRevenuesLessExpensesAmt0645072
IRS990/CYSalariesCompEmpBnftPaidAmt0398420
IRS990/CYTotalExpensesAmt0642512
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01287584
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02145
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt013173
IRS990/DepreciationDepletionGrp/ProgramServicesAmt052692
IRS990/DepreciationDepletionGrp/TotalAmt065865
IRS990/Desc0FOOD, LODGING AND NORMAL HEALTH CARE FOR APPROXIMATELY 25 RESIDENTS AT THE BEGINNING OF THE YEAR AND 18 RESIDENTS AT YEAR END.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt018
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0508492
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02900
IRS990/FeesForServicesAccountingGrp/TotalAmt02900
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
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/AverageHoursPerWeekRt161.00
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/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0AL SZULC
IRS990/Form990PartVIISectionAGrp/PersonNm1ROD CHANCE
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY MELLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON JOHN
IRS990/Form990PartVIISectionAGrp/PersonNm4EDGARDO CASTRO
IRS990/Form990PartVIISectionAGrp/PersonNm5HERBERT GENTLE
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN GRIST
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD HALLMARK
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLS OSBORN
IRS990/Form990PartVIISectionAGrp/PersonNm9MAX KRIEGER
IRS990/Form990PartVIISectionAGrp/PersonNm10SEVEN RICO
IRS990/Form990PartVIISectionAGrp/PersonNm11RICK MARKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12BOB NORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm13BILL NOVODOR
IRS990/Form990PartVIISectionAGrp/PersonNm14JUSTIN PRATER
IRS990/Form990PartVIISectionAGrp/PersonNm15DICK SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm16SCOTT WITTE
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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01943
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-10349
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04010
IRS990/GrossReceiptsAmt01339511
IRS990/GrossRentsGrp/RealAmt068150
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02162
IRS990/InsuranceGrp/ProgramServicesAmt08646
IRS990/InsuranceGrp/TotalAmt010808
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0943
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02517
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt024609
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024609
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0216425
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0235641
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01804385
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0897510
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0881941
IRS990/LandBldgEquipCostOrOtherBssAmt02686326
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014359
IRS990/LessRentalExpensesGrp/RealAmt037568
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WESTERN ASSEMBLIES HOME IS A NONPROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF OWNING AND OPERATING QUALITY RESIDENTIAL HOMES FOR RETIRED COUPLES AND A MAIN HOME FOR THOSE RESIDENTS THAT NEED GREATER CARE. INCLUDES FOOD, LODGING AND NORMAL HEALTH CARE FOR RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02406112
IRS990/NetAssetsOrFundBalancesEOYAmt03083822
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-10349
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10349
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt030582
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt030582
IRS990/NetUnrelatedBusTxblIncmAmt029582
IRS990/NetUnrlzdGainsLossesInvstAmt032638
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06789
IRS990/OfficeExpensesGrp/TotalAmt06789
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03441
IRS990/OtherAssetsTotalGrp/EOYAmt03441
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOOD-OTHER PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2WORKERS COMPENSATION INS
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16494
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23702
IRS990/OtherExpensesGrp/ProgramServicesAmt057695
IRS990/OtherExpensesGrp/ProgramServicesAmt142237
IRS990/OtherExpensesGrp/ProgramServicesAmt223389
IRS990/OtherExpensesGrp/ProgramServicesAmt314806
IRS990/OtherExpensesGrp/TotalAmt057695
IRS990/OtherExpensesGrp/TotalAmt152796
IRS990/OtherExpensesGrp/TotalAmt229883
IRS990/OtherExpensesGrp/TotalAmt318508
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt079637
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0286813
IRS990/OtherSalariesAndWagesGrp/TotalAmt0366450
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0271134
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0264953
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06948
IRS990/PayrollTaxesGrp/ProgramServicesAmt025022
IRS990/PayrollTaxesGrp/TotalAmt031970
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT RENTS
IRS990/ProgramServiceRevenueGrp/Desc1ESTATE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2RESIDENT ENTRY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0633985
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0633985
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21850
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069093
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt024462
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0301341
IRS990/PYOtherRevenueAmt023318
IRS990/PYProgramServiceRevenueAmt0706534
IRS990/PYRevenuesLessExpensesAmt0140101
IRS990/PYSalariesCompEmpBnftPaidAmt0381965
IRS990/PYTotalExpensesAmt0683306
IRS990/PYTotalRevenueAmt0823407
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0645072
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt030582
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01028733
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01703897
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0584407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069093
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043498
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0828466
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024609
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt024462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020058
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt022790
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0114511

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,094,906
Liabilities
$11,084
Net assets
$3,083,822
Revenue
$1,287,584
Expenses
$642,512
Net income
$645,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.01$4.57$0.97$0.94$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$2.14$0.97$1.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.01$3.35$0.83$0.95$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.01$3.61$0.98$0.89$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.01$3.53$0.77$0.69$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.01$3.34$0.68$0.62$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.01$3.13$0.81$0.61$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.09$0.01$3.08$1.29$0.64$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.01$2.41$0.82$0.68$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$0.75$0.66$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.02$2.14$0.79$0.74$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.08$0.69$0.91$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.03$2.27$0.76
2011Summary only. Only limited summary data is available for this year.$2.34$0.03$2.30$0.69$0.85$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.03$2.46$0.82