2025-11-17T14:58:12-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 420680487 MARTIN HEALTH CENTER INC MART 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 PATRICK O'LEARY CHIEF STRATEGY OFFICER 3192772141 2025-11-14 1 1 KRISTEN DONLEVY P01670215 4144761880 2025-11-14 2024 2025-03-06 01:10:19Z PATRICK O'LEARY 5307 CARAWAY LANE CEDAR FALLS IA 50613 20054327 0 X WWW.WESTERNHOMECOMMUNITIES.ORG X 1924 IA SEEKS TO CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES AND THOSE WE SERVE. 7 7 0 6 0 0 55991 25003 18693895 20029308 58 16 0 0 18749944 20054327 0 0 0 0 9892908 10646778 0 0 0 9000391 8291585 18893299 18938363 -143355 1115964 19484020 18629692 25888349 23918057 -6404329 -5288365 ASSERTIVELY SEEKS TO CREATE FULFILLING LIFESTYLES FOR SENIORS, THEIR FAMILIES, AND OUR EMPLOYEES. 0 0 15191430 20029308 OFFERING COMPASSIONATE CARE AND SERVICES FOR SENIORS THROUGH OPERATION OF A 100 BED NURSING FACILITY, AND BY OFFERING IN-HOME COMPANION AND POST HOSPITAL CARE SERVICES. 15191430 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X SHERI BROCKELSBY 3192772141 5307 CARAWAY LANE CEDAR FALLS IA 50613 DIANNE SCHULTZ DIRECTOR 1.00 1.00 X 0 0 0 DR RICHARD FRANKHAUSER SECRETARY 1.00 1.00 X X 0 0 0 GREG SCHMITZ TREASURER 1.00 1.00 X X 0 0 0 LARRY FOX IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 NAFISSA EGBUONYE DIRECTOR 1.00 1.00 X 0 0 0 RONALD GAINES VICE CHAIR 1.00 1.00 X X 0 0 0 SARAH BROWN BOARD CHAIR 1.00 1.00 X X 0 0 0 DARRELL MCCORMICK CHIEF OPERATING OFFICER 1.00 39.00 X 0 262348 50425 JERRY HARRIS PRESIDENT-CEDAR FALLS OPER 1.00 39.00 X 0 243850 41307 KRIS HANSEN CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 498804 45481 PAT O'LEARY CHIEF STRATEGY OFFICER 1.00 39.00 X 0 321070 53536 WENDY AGER OPERATIONS SR DIRECTOR 1.00 39.00 X 0 195524 8981 0 1521596 199730 0 0 1 0 0 25003 25003 ROUTINE CARE SERVICES 623000 19094360 19094360 OTHER OPERATING INCOME 623990 934681 934681 ACO SHARED SAVINGS 623990 267 267 20029308 16 16 20054327 20029308 0 16 X 9204369 7814368 1390001 169000 144025 24975 585104 483595 101509 688305 587190 101115 976206 976206 2487737 1844633 643104 72501 72501 8032 8032 280568 248961 31607 44969 38229 6740 690234 690234 104176 104176 981449 981449 227366 227366 FOOD & DEPARTMENT SUPPL 851643 851643 MISCELLANEOUS EXPENSES 509390 499224 10166 NURSING AND MEDICAL SUP 499716 499716 LICENSES, DUES & SUBSCR 373098 373098 184500 135065 49435 18938363 15191430 3746933 0 724 168 788765 783717 59353 71624 30123737 12351972 18614404 17771765 20774 2418 19484020 18629692 1236356 1239429 18570574 17850525 6081419 4828103 25888349 23918057 X -6404329 -5288365 -6404329 -5288365 19484020 18629692 1115964 0 X X 0 1 X 1 0 X 1663846 1865666 55991 25003 3610506 15722421 17653964 17397087 18749944 20029308 89552724 17386267 19519630 17397087 18805935 20054311 93163230 0 0 0 93163230 17 26 58 16 117 17 26 58 16 117 17386284 19519630 17397113 18805993 20054327 93163347 1.00000 1.00000 0.00000 X 107830 107830 26275251 9636114 16639137 3740656 2715858 1024798 17771765 RELATED PARTY PAYABLE 4801415 OTHER CURRENT LIABILITIES 26688 4828103 X 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. 0 0 0 0 0 0 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 0 498804 0 0 0 0 0 13800 0 31681 0 544285 0 0 PAT O'LEARY CHIEF STRATEGY OFFICER 0 321070 0 0 0 0 0 13125 0 40411 0 374606 0 0 DARRELL MCCORMICK CHIEF OPERATING OFFICER 0 262348 0 0 0 0 0 9368 0 41057 0 312773 0 0 JERRY HARRIS PRESIDENT-CEDAR FALLS OPER 0 243850 0 0 0 0 0 10200 0 31107 0 285157 0 0 WENDY AGER OPERATIONS SR DIRECTOR 0 195524 0 0 0 0 0 7804 0 1177 0 204505 0 0 PART I, LINE 3 COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION USING LEADINGAGE SALARY SURVEYS AS WELL AS OTHER COMPARABLE DATA. A IOWA FINANCE AUTHORITY 521699886 2013-12-23 17420000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 B IOWA FINANCE AUTHORITY 521699886 2015-12-01 5165000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 C IOWA FINANCE AUTHORITY 521699886 2016-11-08 32500000 SENIOR LIVING FACILITIES REVENUE REFUNDING BONDS (WESTERN HOME PROJECT) 0 0 0 A 5215802 17420000 339425 5519570 11561005 1 0 1 1 B 1542317 5165000 101588 5063412 1 0 1 1 C 5328180 32500000 322065 32177935 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 A 0 B 0 C 0 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 ORGANIZATION FORM 990 WILL BE DISTRIBUTED TO ALL MEMBERS OF THE BOARD VIA EMAIL AND DURING THE BOARD MEETING AND WILL BE REVIEWED 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 18 THE 990 IS AVAILABLE ON GUIDESTAR AND THE JOURNAL IS A MONTHLY PUBLICATION SENT OUT BY WESTERN HOME TO ALL RESIDENTS AND THOSE WHO MAKE A REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS WILL BE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES - ANCILLARY SERVICES: PROGRAM SERVICE EXPENSES 1,130,524. MANAGEMENT AND GENERAL EXPENSES 564,058. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,694,582. PURCHASED SERVICES - CLINICAL SUPPORT: PROGRAM SERVICE EXPENSES 714,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 714,109. PURCHASED SERVICES - IT SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 79,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,046. FORM 990, PART XII, 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 YEARS. 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