Civic Intelligence

Western Assemblies Home

990 • Fiscal year 2020 • EIN 95-1809582

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

Organization Profilewww.westernassemblieshome.org
350 Berkeley AvenueClaremont, CA 91711

(909) 626-3711

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

5.5%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

69th percentile

13%

Faster revenue growth than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$3,540,431

Up $184,931 (+5.5%) from 2019

Net Assets

Up

$3,529,286

Up $187,711 (+5.6%) from 2019

Liabilities

Down

$11,145

Down $2,780 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin59th percentile

Revenue

Up

$768,064

Up $90,505 (+13%) from 2019

Expenses

Up

$690,911

Up $69,847 (+11%) from 2019

Net Income

Up

$77,153

Up $20,658 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2020

Assets$3,540,431
Liabilities$11,145
Net Assets$3,529,286
Open 2020 Filing

Operations Trend

Revenue Growth69th percentile

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

2020

Revenue$768,064
Expenses$690,911
Net Income$77,153
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.1
Gross Receipts
$849,909
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.

The Western Assemblies Home is a non-profit 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
Investments in Publicly Traded Securities$1,752,648$2,189,271▲ $436,623
Land, Buildings, and Equipment, Net$839,245$836,017▼ $3,228
Savings and Temporary Cash Investments$499,492$261,307▼ $238,185
Other Notes and Loans Receivable, Net$251,653$244,104▼ $7,549
Accounts Receivable$5,128$4,058▼ $1,070
Cash and Non-Interest-Bearing Accounts$2,210$2,210→ $0
Inventories for Sale or Use$1,682$1,682→ $0
Total Assets$3,355,500$3,540,431▲ $184,931
Other Assets Total$3,442$1,782▼ $1,660
Liabilities
Accounts Payable and Accrued Expenses$13,925$11,145▼ $2,780
Total Liabilities$13,925$11,145▼ $2,780
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,338,745$3,525,577▲ $186,832
Net Assets With Donor Restrictions$2,830$3,709▲ $879
Total Net Assets Fund Balance$3,341,575$3,529,286▲ $187,711
Total Liabilities and Net Assets / Fund Balance$3,355,500$3,540,431▲ $184,931

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$412,196$1,191,868$1,607,292
Leasehold Improvements$128,746$459,708$477,309
Land$244,828-$244,828
Equipment$50,247$159,056$209,303
Other Land Buildings$0$26,316$26,316
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Al SzulcPresident
Richard HallmarkVice President
Bob NorrisDirector
Carl WyckhouseDirector
David DixonDirector
Dick SmithDirector
Edgardo CastroDirector
Gavin McGibbonDirector
Herbert GentleDirector
Jason JohnDirector
Jonathan KimDirector
Larry MellingerDirector
Ralph PereiraDirector
Rick MarkleyDirector
Scott WitteDirector
Steven RicoDirector
Vasile GiuleaDirector
Rod ChanceCFO/Treasurer
Justin PraterSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$85,842
Program Service Revenue
$498,091
Investment Income
$148,873
Other Revenue
$35,258
All Other Contributions
$85,842
Change in Net Assets
$77,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$404,055
Other Expenses$286,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$287,584$83,108$0$370,692
Occupancy$92,729$0$0$92,729
Depreciation Depletion$48,883$12,906$0$61,789
All Other Expenses$45,265$6,092$0$51,357
Insurance$42,426$1,318$0$43,744
Payroll Taxes$25,883$7,480$0$33,363
Fees for Services Other$24,073$2,609$0$26,682
Fees for Services Legal$0$2,670$0$2,670
Office Expenses$0$2,512$0$2,512
Fees for Services Accounting$0$2,300$0$2,300
Information Technology$0$1,213$0$1,213
Travel$0$1,089$0$1,089
Conferences and Meetings$0$391$0$391
Advertising$0$380$0$380
Total Functional Expenses$566,843$124,068$0$690,911
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
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No
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
Virgil R Chance
Title
CFO/Treasurer
Phone
9096263711
Signed
2021-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virgil R Chance
Formed
1943
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
34
Volunteers
25

Preparer

Firm
Robert F Majcherek
Address
11423 Larchwood Drive, Fontana, CA 92337
Preparer
Robert F Majcherek
Phone
9093194314
Supplemental Narrative

Additional Explanations

Pt III, Line 2

“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.”

Pt VI, Line 11B

“The tax forms are reviewed by a board member (Secretary or Treasurer/CFO) prior to filing. Once filed, the tax forms are presented to the entire board at the annual meeting.”

Pt VI, Line 12C

“Conflicts of interest are enforced by board oversight and addressed through written notification and board resolution, if needed.”

Pt VI, Line 15A

“Western Assemblies Home does not compensate any board members or the executive director. All board members serve as volunteers.”

Pt VI, Line 15B

“Western Assemblies Home reviews the budget annually. All salaried and hourly employees are paid in accordance with similar positions within the industry and within our local communities.”

Pt VI, Line 19

“Western Assemblies Homes asks that any request to review documents be presented in writing. Copies of requested documents may be viewed at 350 Berkeley Avenue, Claremont, CA 91711, upon written request and scheduled appointment, due to health and safety protocols.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/InsuranceGrp/ProgramServicesAmt042426
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IRS990/MissionDesc0The Western Assemblies Home is a non-profit 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.
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IRS990/NetUnrelatedBusTxblIncmAmt034258
IRS990/NetUnrlzdGainsLossesInvstAmt0110558
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt01782
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083108
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0287584
IRS990/OtherSalariesAndWagesGrp/TotalAmt0370692
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0251653
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0244104
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07480
IRS990/PayrollTaxesGrp/ProgramServicesAmt025883
IRS990/PayrollTaxesGrp/TotalAmt033363
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Virgil R Chance
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623312
IRS990/ProgramServiceRevenueGrp/BusinessCd1623312
IRS990/ProgramServiceRevenueGrp/BusinessCd2623312
IRS990/ProgramServiceRevenueGrp/Desc0Resident rents
IRS990/ProgramServiceRevenueGrp/Desc1Resident entry fees
IRS990/ProgramServiceRevenueGrp/Desc2Estate revenue
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11750
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt055191
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,540,431
Liabilities
$11,145
Net assets
$3,529,286
Revenue
$768,064
Expenses
$690,911
Net income
$77,153
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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