2025-11-17T14:49:46-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-01-01 854058595 FORTIFIED LIFE INC FORT 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 950179 0 X HTTPS://WWW.FORTIFIED-LIFE.COM/ X 2020 IA PROVIDE WELLNESS AND CARE OPTIONS TO PROLONG THE ABILITY OF SENIORS TO STAY IN THEIR HOMES. 7 7 0 7 0 0 0 0 832635 947855 737 2324 0 0 833372 950179 0 0 0 0 261207 246822 0 0 0 219435 388014 480642 634836 352730 315343 3671518 3970688 3378377 3362204 293141 608484 PROVIDE WELLNESS AND CARE OPTIONS TO PROLONG THE ABILITY OF SENIORS TO STAY IN THEIR HOMES. 0 0 402197 947855 PROVIDE WELLNESS AND CARE OPTIONS TO PROLONG THE ABILITY OF SENIORS TO STAY IN THEIR HOMES. 402197 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 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 SARAH BROWN BOARD CHAIR 1.00 1.00 X X 0 0 0 RONALD GAINES VICE CHAIR 1.00 1.00 X X 0 0 0 LARRY FOX IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 GREG SCHMITZ TREASURER 1.00 1.00 X X 0 0 0 DR RICHARD FRANKHAUSER SECRETARY 1.00 1.00 X X 0 0 0 NAFISSA EGBUONYE DIRECTOR 1.00 1.00 X 0 0 0 ASHLEY SWANSON DIRECTOR 1.00 1.00 X 0 0 0 DIANNE SCHULTZ DIRECTOR 1.00 1.00 X 0 0 0 KRIS HANSEN CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 498804 45481 PAT O'LEARY CHEIF STRATEGY OFFICER 1.00 39.00 X 0 321070 53536 JERRY HARRIS PRESIDENT- CEDAR FALLS OPE 1.00 39.00 X 0 243850 41307 DARRELL MCCORMICK CHIEF OPERATING OFFICER 1.00 39.00 X 0 262348 50425 WENDY AGER CHIEF CLINICAL OFFICER 1.00 39.00 X 0 195524 8981 0 1521596 199730 0 0 1 0 0 MEMBERSHIP REVENUE 623990 947855 947855 947855 2324 2324 950179 947855 0 2324 X 214281 101813 112468 3927 1754 2173 12734 2297 10437 15880 7100 8780 238063 143775 94288 37187 37187 2947 589 2358 27504 27504 6637 6637 3373 1377 1996 WELLNESS CENTER CHARGE 49400 49400 MISCELLANEOUS 22029 21890 139 DUES & SUBSCRIPTIONS 729 729 LICENSE PERMITS FEES 145 145 634836 402197 232639 0 954019 1257974 468375 181850 2574 15759 2246550 2515105 3671518 3970688 26131 49912 3352246 3312292 3378377 3362204 X 293141 608484 293141 608484 3671518 3970688 315343 0 X X 0 1 X 1 0 X 7941 7941 1919 319986 619630 832635 947855 2722025 1919 327927 619630 832635 947855 2729966 0 0 0 2729966 737 2324 3061 737 2324 3061 1919 327927 619630 833372 950179 2733027 X SCHEDULE A FORTIFIED LIFE, INC. FILED FOR CORPORATION EFFECTIVE 9/22/2020. 0 INTRA-ENTITY RECIEVABLE 2515827 RESIDENT RECIEVABLES -722 2515105 REFUNDABLE ADVANCE FEES 3312292 3312292 X PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS STANDARD PROVIDES DETAIL 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 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 CHEIF 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 OPE 0 243850 0 0 0 0 0 10200 0 31107 0 285157 0 0 WENDY AGER CHIEF CLINICAL OFFICER 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. 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: PROGRAM SERVICE EXPENSES 143,775. MANAGEMENT AND GENERAL EXPENSES 94,288. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,063. 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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ALLOWING EFFICIENT CONTROL & GUIDANCE OF RELATED NONPROFITS IA 501(C)(3) LINE 10 WESTERN HOME SERVICES INC 0 TECH OF AGES LLC 5307 CARAWAY LANE CEDAR FALLS IA 50613 352453636 PROVIDE INFORMATION TECHNOLOGY SERVICES AND SUPPORT IA N/A C 0 WESTERN HOME MANAGEMENT LLC 5307 CARAWAY LANE CEDAR FALLS IA 50613 352628318 PROVIDE MANAGEMENT AND SUPPORTIVE SERVICES TO UNRELATED ORGANIZATIONS IA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0