Nonprofit · EIN 27-2825987
WESTERN HOME SERVICES INC
Tax-exempt · CEDAR FALLS, IA 50613
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,839,358 | $19,386,625 | -$3,547,267 | $42,532,460 | $45,684,552 | -$3,152,092 |
| December 31, 2023 | 990 | $14,309,761 | $16,233,255 | -$1,923,494 | $38,612,138 | $38,644,181 | -$32,043 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,116,446
- Program service revenue
- $9,490,241
- Investment income
- $259,246
- Net rental income
- $4,973,425
- Net gain from sales of assets
- -$7,930
- Other revenue
- $4,973,425
Expenses
- Grants and similar amounts paid
- $292,566
- Other salaries and wages
- $9,791,850
- Salaries, compensation and benefits (total)
- $11,522,045
- Professional fundraising fees
- $0
- Accounting fees
- $33,783
- Occupancy
- $859,444
- Travel
- $70,122
- Depreciation
- $1,071,955
- Program services (functional)
- $9,628,211
- Management and general (functional)
- $9,758,414
Balance sheet and other
- Total assets, start of year
- $38,612,138
- Total assets, end of year
- $42,532,460
- Total liabilities, end of year
- $45,684,552
- Net assets, end of year
- -$3,152,092
- Land, buildings and equipment
- $31,135,141
- Publicly traded securities
- $6,286,893
- Net assets without donor restrictions
- -$3,173,092
- Net assets with donor restrictions
- $21,000
- Gross receipts
- $17,018,036
- Employees
- 1,024
- Volunteers
- 2,766
- Year formed
- 2011
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRIS HANSEN | CHIEF EXECUTIVE OFFICER Officer | 1 | $498,804 | $45,481 |
| PAT O'LEARY | CSO Officer | 1 | $321,070 | $53,536 |
| DARRELL MCCORMICK | DCO Officer | 1 | $262,348 | $50,425 |
| JERRY HARRIS | CHIEF OPERATING OFFICER Officer | 1 | $243,850 | $41,307 |
| WENDY AGER | OPERATIONS SR DIRECTOR Key employee | 1 | $195,524 | $8,981 |
| MARK CONWAY | GENERAL COUNSEL Highest-paid employee | 40 | $171,256 | $8,064 |
| AMANDA MCCORMACK | SYSTEM HUMAN RESOURCES OFF Highest-paid employee | 40 | $140,115 | $17,661 |
| SHERRI BROCKELSBY | SENIOR DIRECTOR OF FINANCE Highest-paid employee | 40 | $146,622 | $6,795 |
| STACY GIBBS | DIRECTOR OF THERAPY Highest-paid employee | 40 | $139,409 | $6,310 |
| SCOTT KRAMER | ADMINISTRATOR Highest-paid employee | 40 | $134,241 | $6,124 |
| SARAH BROWN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RONALD GAINES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LARRY FOX | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GREG SCHMITZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR RICHARD FRANKHAUSER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NAFISSA EGBUONYE | DIRECTOR Trustee or director | 1 | $0 |
| DIANNE SCHULTZ | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRIS HANSEN | CHIEF EXECUTIVE OFFICER Officer | 1 | $450,003 | $42,357 |
| PAT O'LEARY | CSO Officer | 1 | $312,139 | $39,871 |
| JERRY HARRIS | CHIEF OPERATING OFFICER Officer | 1 | $242,892 | $39,247 |
| DARRELL MCCORMICK | DCO Officer | 1 | $222,985 | $47,857 |
| WENDY AGER | OPERATIONS SR DIRECTOR Key employee | 1 | $176,128 | $8,147 |
| TABITHA TJADEN | ADMINISTRATOR Highest-paid employee | 40 | $120,945 | $45,773 |
| KATHLEEN NIEDERT | ADMINISTRATOR Highest-paid employee | 40 | $141,800 | $17,737 |
| AMANDA MCCORMACK | SYSTEM HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $135,045 | $18,087 |
| SHERRI BROCKELSBY | SENIOR DIRECTOR OF FINANCE Highest-paid employee | 40 | $133,069 | $6,207 |
| STACY GIBBS | DIRECTOR OF THERAPY Highest-paid employee | 40 | $123,015 | $5,108 |
| SARAH BROWN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RONALD GAINES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LARRY FOX | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GREG SCHMITZ | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR RICHARD FRANKHAUSER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| NAFISSA EGBUONYE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANNE SCHULTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5307 CARAWAY LN, CEDAR FALLS, IA 50613-8172
- In care of
- % KRIS HANSEN
- Principal officer (990 for 2024)
- PATRICK O'LEARY, 5307 CARAWAY LANE, CEDAR FALLS, IA 50613
- Signed the 990
- PATRICK O'LEARY, CHIEF STRATEGY OFFICER
- Phone
- (319) 277-2141
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE MANAGEMENT ADMINISTRATIVE AND OTHER SUPPORTIVE SERVICES TO THE RELATED ENTITIES.
Program accomplishments
- TO PROVIDE MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORTIVE SERVICES TO THE RELATED ORGANIZATIONS TO FURTHER THEIR MISSION OF PROVIDING HOUSING AND HEALTHCARE BY OPERATION OF NURSING, ASSISTED LIVING, AND INDEPENDENT LIVING FACILITIES.Expenses $9,628,211 · grants $292,566 · revenue $9,490,241
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-2825987
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Group exemption; Supporting organization of unknown type
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L80)
- Group exemption
- 5863 (11 member organizations)
- Assets (IRS master file)
- $42,532,460
- Income (IRS master file)
- $17,018,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $15,839,358 | $19,386,625 | $42,532,460 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $14,309,761 | $16,233,255 | $38,612,138 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $8,862,447 | $12,239,059 | $37,134,098 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-2825987).
Questions about WESTERN HOME SERVICES INC
- What is the EIN of WESTERN HOME SERVICES INC?
- The employer identification number (EIN) of WESTERN HOME SERVICES INC is 27-2825987.
- Is WESTERN HOME SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to WESTERN HOME SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption; Supporting organization of unknown type).
- Which annual return does WESTERN HOME SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTERN HOME SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN HOME SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WESTERN HOME SERVICES INC?
- The 990 for the year ended December 31, 2024 names PATRICK O'LEARY.
- Who are the officers and directors of WESTERN HOME SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 10 received compensation from the organization, the highest $498,804 (KRIS HANSEN, CHIEF EXECUTIVE OFFICER).
- How much revenue does WESTERN HOME SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,839,358, expenses of $19,386,625 and total assets of $42,532,460 at year end.
Organizations in its group exemption (11)
- WESTERN HOME SERVICES INC EIN 45-5139878 · CEDAR FALLS, IA · last filed 990 for 2024
- WESTERN HOME SERVICES INC EIN 42-1094104 · MADRID, IA · last filed 990 for 2020
- WESTERN HOME SERVICES INC EIN 47-1181061 · GRUNDY CENTER, IA · last filed 990 for 2020
- WESTERN HOME SERVICES INC EIN 42-0680326 · CEDAR FALLS, IA · last filed 990 for 2020
- WESTERN HOME SERVICES INC EIN 85-4082962 · CEDAR FALLS, IA · last filed 990-EZ for 2020
Other nonprofits in CEDAR FALLS
- WESTERN HOME SERVICES INC EIN 45-5139878 · last filed 990 for 2024
- CEDAR FALLS LUTHERAN HOME EIN 42-0794364 · last filed 990 for 2024
- WESTERN HOME FOUNDATION EIN 42-1505760 · last filed 990 for 2024
- WESTERN HOME SERVICES INC EIN 42-0680326 · last filed 990 for 2020
- CLEAN START CLEAN LAUNDRY INC EIN 99-2100552 · last filed 990-N for 2025
- WESTERN HOME SERVICES INC EIN 85-4082962 · last filed 990-EZ for 2020
- SARTORI MEMORIAL HOSPITAL INC EIN 42-0758901 · last filed 990 for 2025
- COMMUNITY FOUNDATION OF NORTHEAST IOWA EIN 42-6060414 · last filed 990 for 2025