Western Home Group FY2020 filing

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

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $3.0M a year · 8% of revenue · last 5 filings
A surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
78% of spending went to programs.
Pt IX · Ln 25 · col B
0.3 mo
of spending, in cash
0.3 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$137.6M
105% of total assets
Liabilities are 105% of assets.
Pt X · Ln 26
Independent board members
9
of 9 voting members
9 of 9 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$25.5M
Spent
$26.6M
To programs
78%
Net assets
−$6.1M
By yearFY2020–FY2024
Revenue
$25.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$25.5M
FY2021$41.7M
FY2022$36.6M
FY2023$39.4M
FY2024$41.9M
Expenses
$26.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$26.6M
FY2021$44.0M
FY2022$42.5M
FY2023$42.6M
FY2024$44.3M
Net assets
−$6.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$6.1M
FY2021$3.2M
FY2022−$3.7M
FY2023−$6.8M
FY2024−$7.7M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $20.6M Management & general 22% · $6.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation
Chief Executive Officer
$0Pt VII · Sec A
Chief Operating Officer
$0Pt VII · Sec A
Chief Financial Officer
$0Pt VII · Sec A
Cbo (thru 10/2020)
$0Pt VII · Sec A
Operations SR Director
$0Pt VII · Sec A
Cso (beg 11/2020)
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A

Nancy Callahan’s $114K as Lpn-IV is at the 6th percentile of top reported officer pay among 676 $10–100M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023
Angela Christenson—$125,530
Nancy Callahan$113,805—
Sadie Fuson$109,674$100,381
Rachael Graham$109,330—
Kelly Bender$108,959—
Karla Utterback$107,222—
Taryn Willbee—$106,981
Scott Kramer—$104,901

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Western Home Group executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers seniors, families, and employees to build fulfilling lives through assertive support.

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1 program · $20.6M · in their own filed words · FY2020
01

Provided personal care such as bathing, dressing, meal preparation, light housekeeping, and errand running for elderly and post-hospital patients in the cedar FALLS/WATERLOO area. Also offered compassionate care and services for seniors through the operation of the stanard family assisted living center, the windhaven assisted living…

$20.6Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$25.5M
Ln 12
Fees for servicesLn 2g$24.1M
Investment incomeLn 3$796K
Gifts and grantsLn 1h$666K
Money outPt IX
$26.6M
Ln 25
Programscol B$20.6M
Managementcol C$6.0M
Owns and owesPt X
−$6.1M
net assets · Ln 32
Cash and savingsLn 1–2$607K
Total assetsLn 16$131.5M
LiabilitiesLn 26$137.6M
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$666K
Government grantsLn 1e$664K
Fees for servicesLn 2g$24.1M
Investment incomeLn 3$796K
Total revenueLn 12$25.5M
Assets in detailPt X, end of year
CashLn 1$607K
Cash and savings togetherLn 1–2$607K
Accounts receivableLn 4$446K
Notes and loans receivableLn 7$911K
Prepaid expenses and deferred chargesLn 9$779K
Land, buildings, equipmentLn 10c$99.4M
Other assetsLn 15$29.3M
Total assetsLn 16$131.5M
LiabilitiesLn 26$137.6M
Net assetsLn 32−$6.1M
OperationsPt I, VI
EmployeesI 5308
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$28.5M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$161K$607K
Land, buildings, equipmentLn 10c$97.1M$99.4M
Total assetsLn 16$129.5M$131.5M
LiabilitiesLn 26$135.1M$137.6M
Net assetsLn 32−$5.6M−$6.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$8.5M$7.4M$1.0M
Pension plan contributionsLn 8$147K$128K$19K
Other employee benefitsLn 9$1.0M$696K$334K
Payroll taxesLn 10$623K$546K$78K
Management feesLn 11a$2.7M$2.7M
Other fees for servicesLn 11g$781K$720K$61K
Advertising and promotionLn 12$67K$67K
Office expensesLn 13$41K$41K
Information technologyLn 14$610K$610K
OccupancyLn 16$2.3M$2.0M$345K
TravelLn 17$193K$55K$138K
InterestLn 20$1.3M$1.3M
Depreciation, depletion and amortizationLn 22$4.5M$4.5M
InsuranceLn 23$352K$352K
Other expenses (24a–d)Ln 24$3.5M$3.3M$164K
Total functional expensesLn 25$26.6M$20.6M$6.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $41.9M$44.3M−$2.3M−$7.7M 990 PDF
FY2023Filed with the IRS Nov 4, 2024 $39.4M$42.6M−$3.2M−$6.8M 990 PDF
FY2022Filed with the IRS Oct 24, 2023 $36.6M$42.5M−$5.9M−$3.7M 990 PDF
FY2021Filed with the IRS Nov 11, 2022 $41.7M$44.0M−$2.4M$3.2M 990 PDF
FY2020 ViewingFiled with the IRS Nov 10, 2021 $25.5M$26.6M−$1.0M−$6.1M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $25,525,391 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $168,636$666,221
I-9 Program service revenuePrior year $23,950,525$24,063,499
I-10 Investment incomePrior year $783,475$795,671
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $24,902,636$25,525,391
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,110,677$10,267,135
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $15,312,532$16,289,977
I-18 Total expensesPrior year $25,423,209$26,557,112
I-19 Revenue less expensesPrior year −$520,573−$1,031,721
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $25,525,391 across 6 lines filed
VIII-1e Government grants$663,866
VIII-1f All other contributions, gifts and grants$2,355
VIII-1h Total contributions, gifts and grants$666,221
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,063,499$24,063,499
VIII-3 Investment incomeExcluded from tax $795,671$795,671
VIII-12 Total revenueRelated to mission $24,063,499 · Unrelated business $0 · Excluded from tax $795,671$25,525,391
Part IX · Statement of functional expenses $26,557,112 across 15 lines filed
IX-7 Other salaries and wagesPrograms $7,417,364 · Management $1,049,315$8,466,679
IX-8 Pension plan contributionsPrograms $128,216 · Management $18,553$146,769
IX-9 Other employee benefitsPrograms $696,471 · Management $333,806$1,030,277
IX-10 Payroll taxesPrograms $545,552 · Management $77,858$623,410
IX-11a Management feesManagement $2,708,652$2,708,652
IX-11g Other fees for servicesPrograms $720,331 · Management $60,743$781,074
IX-12 Advertising and promotionManagement $67,021$67,021
IX-13 Office expensesManagement $41,119$41,119
IX-14 Information technologyManagement $609,743$609,743
IX-16 OccupancyPrograms $1,984,321 · Management $345,255$2,329,576
IX-17 TravelPrograms $55,169 · Management $137,946$193,115
IX-20 InterestPrograms $1,291,831$1,291,831
IX-22 Depreciation, depletion and amortizationPrograms $4,457,471$4,457,471
IX-23 InsuranceManagement $352,158$352,158
IX-24 Other expenses (24a–d)Programs $3,294,696 · Management $163,521$3,458,217
IX-25 Total functional expensesPrograms $20,591,422 · Management $5,965,690 · Fundraising $0$26,557,112
Part X · Balance sheet $131,510,034 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $161,400$607,102
X-4 Accounts receivableStart of year $512,176$446,427
X-7 Notes and loans receivableStart of year $505,481$910,754
X-9 Prepaid expenses and deferred chargesStart of year $1,679,336$779,364
X-10c Land, buildings and equipment, netStart of year $97,084,232$99,417,506
X-15 Other assetsStart of year $29,552,196$29,348,881
X-16 Total assetsStart of year $129,494,821$131,510,034
X-17 Accounts payable and accrued expensesStart of year $1,932,774$1,914,072
X-19 Deferred revenueStart of year $103,766,471$107,201,632
X-20 Tax-exempt bond liabilitiesStart of year $29,414,537$28,467,030
X-26 Total liabilitiesStart of year $135,124,150$137,582,734
X-27 Net assets without donor restrictionsStart of year −$5,629,329−$6,072,700
X-32 Total net assets or fund balancesStart of year −$5,629,329−$6,072,700
X-33 Total liabilities and net assetsStart of year $129,494,821$131,510,034
Part XI · Reconciliation of net assets −$6,072,700 net assets at year end
XI-1 Total revenue$25,525,391
XI-2 Total expenses$26,557,112
XI-3 Revenue less expenses−$1,031,721
XI-4 Net assets at start of year−$5,629,329
XI-9 Other changes in net assets$588,350
XI-10 Net assets at end of year−$6,072,700

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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