Western Assemblies Home: FY2024 Nonprofit Profile & Form 990 (EIN 95-1809582)

Revenue by fiscal year
FY2020	$768K
FY2021	$977K
FY2022	$826K
FY2023	$2.1M
FY2024	$975K
FY2025	$812K

Expenses by fiscal year
FY2020	$691K
FY2021	$891K
FY2022	$948K
FY2023	$970K
FY2024	$944K
FY2025	$1.1M

Net assets by fiscal year
FY2020	$3.5M
FY2021	$3.6M
FY2022	$3.3M
FY2023	$4.4M
FY2024	$4.6M
FY2025	$4.3M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1959.

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

Where the money goes

86 cents of each dollar spent went to programs.

86%

14%

Program services 86% · $815K Management & general 14% · $129K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation

Virgil R Chance

Treasurer

$0Pt VII · Sec A

Albin Szulc

President

$0Pt VII · Sec A

Richard Hallmark

Vice President

$0Pt VII · Sec A

Justin Prater

Secretary

$0Pt VII · Sec A

David Dixon

Junior Member at Large

$0Pt VII · Sec A

See Western Assemblies Home executive salaries →

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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 15aNo

Programs and updates

Provides quality residential homes and care for retired couples.

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Provided by the organization

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1 program · $815K · in their own filed words · FY2024

01

Food, lodging and normal health care for approximately 15 residents at the beginning of the year and 16 residents at year end.

$815Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2025

Perrin Foundation INCFY2025$18K

Total grants receivedfrom 1 funder$18K

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$975K

Ln 12

Fees for servicesLn 2g$402K

Investment incomeLn 3$333K

Gifts and grantsLn 1h$210K

Money outPt IX

$944K

Ln 25

Programscol B$815K

Managementcol C$129K

Owns and owesPt X

$4.6M

net assets · Ln 32

Cash and savingsLn 1–2$49K

Total assetsLn 16$4.6M

LiabilitiesLn 26$6K

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b5

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$210K

Fundraising eventsLn 1c$3K

Fees for servicesLn 2g$402K

Investment incomeLn 3$333K

Other incomeLn 4–11$29K

Total revenueLn 12$975K

Assets in detailPt X, end of year

CashLn 1$39K

SavingsLn 2$10K

Cash and savings togetherLn 1–2$49K

InvestmentsLn 11–13$3.5M

Land, buildings, equipmentLn 10c$857K

Total assetsLn 16$4.6M

LiabilitiesLn 26$6K

Net assetsLn 32$4.6M

OperationsPt I, VI

EmployeesI 526

VolunteersI 615

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$51K	$49K
InvestmentsLn 11–13	$3.3M	$3.5M
Land, buildings, equipmentLn 10c	$814K	$857K
Total assetsLn 16	$4.4M	$4.6M
LiabilitiesLn 26	$0	$6K
Net assetsLn 32	$4.4M	$4.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$563K	$465K	$98K
Other employee benefitsLn 9	$689		$689
Payroll taxesLn 10	$47K	$39K	$8K
Legal feesLn 11b	$3K	$3K
Accounting feesLn 11c	$4K	$4K
Investment management feesLn 11f	$22K		$22K
Advertising and promotionLn 12	$2K	$2K
Office expensesLn 13	$10K	$10K
OccupancyLn 16	$105K	$105K
TravelLn 17	$1K	$1K
Depreciation, depletion and amortizationLn 22	$15K	$15K
InsuranceLn 23	$102K	$102K
Other expenses (24a–d)Ln 24	$69K	$69K
Total functional expensesLn 25	$944K	$815K	$129K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$812K	$1.1M	−$252K	$4.3M	990 PDF
FY2024 Viewing	$975K	$944K	$31K	$4.6M	990 PDF
FY2023	$2.1M	$970K	$1.2M	$4.4M	990 PDF
FY2022	$826K	$948K	−$122K	$3.3M	990 PDF
FY2021	$977K	$891K	$86K	$3.6M	990 PDF
FY2020	$768K	$691K	$77K	$3.5M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $974,509 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,198,978$210,008

I-9 Program service revenuePrior year $394,997$402,399

I-10 Investment incomePrior year $463,300$332,734

I-11 Other revenuePrior year $86,140$29,368

I-12 Total revenuePrior year $2,143,415$974,509

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $593,757$610,444

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $376,694$333,144

I-18 Total expensesPrior year $970,451$943,588

I-19 Revenue less expensesPrior year $1,172,964$30,921

Part VI · Governance 5 of 5 board members independent, 1 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members5

VI-15a Process for setting top official's payNo

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

Part VIII · Statement of revenue $974,509 across 8 lines filed

VIII-1c Fundraising events$2,932

VIII-1f All other contributions, gifts and grants$207,076

VIII-1h Total contributions, gifts and grants$210,008

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $402,399$402,399

VIII-3 Investment incomeRelated to mission $324,092 · Unrelated business $8,642$332,734

VIII-6 Net rental income or lossUnrelated business $29,368$29,368

VIII-8 Net income from fundraising events$0

VIII-12 Total revenueRelated to mission $726,491 · Unrelated business $38,010 · Excluded from tax $0$974,509

Part IX · Statement of functional expenses $943,588 across 13 lines filed

IX-7 Other salaries and wagesPrograms $465,115 · Management $97,986$563,101

IX-9 Other employee benefitsManagement $689$689

IX-10 Payroll taxesPrograms $38,541 · Management $8,113$46,654

IX-11b Legal feesPrograms $3,237$3,237

IX-11c Accounting feesPrograms $4,244$4,244

IX-11f Investment management feesManagement $21,860$21,860

IX-12 Advertising and promotionPrograms $2,054$2,054

IX-13 Office expensesPrograms $9,672$9,672

IX-16 OccupancyPrograms $105,228$105,228

IX-17 TravelPrograms $1,105$1,105

IX-22 Depreciation, depletion and amortizationPrograms $15,286$15,286

IX-23 InsurancePrograms $101,843$101,843

IX-24 Other expenses (24a–d)Programs $68,615$68,615

IX-25 Total functional expensesPrograms $814,940 · Management $128,648 · Fundraising $0$943,588

Part X · Balance sheet $4,578,062 assets, 13 lines filed

Asset lines not itemized here account for $211,871; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $2,210$38,930

X-2 Savings and temporary cash investmentsStart of year $49,155$9,791

X-4 Accounts receivableStart of year −$27,837−$5,046

X-8 Inventories for sale or useStart of year $1,682$2,208

X-9 Prepaid expenses and deferred charges$8,832

X-10c Land, buildings and equipment, netStart of year $814,035$857,150

X-11 Publicly traded securitiesStart of year $3,340,998$3,454,326

X-16 Total assetsStart of year $4,406,804$4,578,062

X-17 Accounts payable and accrued expenses$5,599

X-26 Total liabilitiesStart of year $0$5,599

X-27 Net assets without donor restrictionsStart of year $4,406,804$4,572,463

X-32 Total net assets or fund balancesStart of year $4,406,804$4,572,463

X-33 Total liabilities and net assetsStart of year $4,406,804$4,578,062

Part XI · Reconciliation of net assets $4,572,463 net assets at year end

XI-1 Total revenue$974,509

XI-2 Total expenses$943,588

XI-3 Revenue less expenses$30,921

XI-4 Net assets at start of year$4,406,804

XI-5 Net unrealized gains (losses) on investments$134,738

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$4,572,463

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Western Assemblies Home FY2024 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Western Assemblies Home

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV