Civic Intelligence

Willow Valley Communities

990T • Fiscal year 2023 • EIN 23-2226098

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profilewww.willowvalleyretirement.com

View Organization Page

600 Willow Valley SquareLancaster, PA 17602

(717) 464-2741

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2010: $333,303,809Liabilities 2010: $278,066,298Net Assets 2010: $55,237,5112010Assets 2011: $331,335,274Liabilities 2011: $275,964,420Net Assets 2011: $55,370,8542011Assets 2012: $347,123,588Liabilities 2012: $286,007,829Net Assets 2012: $61,115,7592012Assets 2013: $362,728,826Liabilities 2013: $296,129,470Net Assets 2013: $66,599,3562013Assets 2014: $369,789,556Liabilities 2014: $300,340,706Net Assets 2014: $69,448,8502014Assets 2015: $372,731,999Liabilities 2015: $304,147,297Net Assets 2015: $68,584,7022015Assets 2016: $409,303,729Liabilities 2016: $337,203,362Net Assets 2016: $72,100,3672016Assets 2017: $435,174,392Liabilities 2017: $352,604,871Net Assets 2017: $82,569,5212017Assets 2018: $433,360,604Liabilities 2018: $357,093,480Net Assets 2018: $76,267,1242018Assets 2019: $506,529,308Liabilities 2019: $412,588,267Net Assets 2019: $93,941,0412019Assets 2020: $529,784,748Liabilities 2020: $425,606,601Net Assets 2020: $104,178,1472020Assets 2021: $552,338,395Liabilities 2021: $434,048,026Net Assets 2021: $118,290,3692021Assets 2022: $554,898,544Liabilities 2022: $448,692,423Net Assets 2022: $106,206,1212022Assets 2023: $596,956,051Liabilities 2023: $485,751,214Net Assets 2023: $111,204,8372023Assets 2024: $627,606,799Liabilities 2024: $511,517,786Net Assets 2024: $116,089,0132024

Latest loaded filing

2024

Assets$627,606,799
Liabilities$511,517,786
Net Assets$116,089,013
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0Expenses 2010: $78,320,0542010Expenses 2011: $77,810,8062011Expenses 2012: $80,488,3282012Revenue 2013: $85,180,472Expenses 2013: $83,358,667Net Income 2013: $1,821,8052013Revenue 2014: $90,227,224Expenses 2014: $87,294,365Net Income 2014: $2,932,8592014Revenue 2015: $93,374,225Expenses 2015: $90,726,225Net Income 2015: $2,648,0002015Revenue 2016: $96,555,222Expenses 2016: $94,070,246Net Income 2016: $2,484,9762016Revenue 2017: $103,648,407Expenses 2017: $98,802,630Net Income 2017: $4,845,7772017Revenue 2018: $109,275,099Expenses 2018: $103,818,360Net Income 2018: $5,456,7392018Revenue 2019: $113,600,002Expenses 2019: $106,601,095Net Income 2019: $6,998,9072019Revenue 2020: $117,845,220Expenses 2020: $112,533,273Net Income 2020: $5,311,9472020Revenue 2021: $126,609,439Expenses 2021: $117,708,060Net Income 2021: $8,901,3792021Revenue 2022: $133,360,269Expenses 2022: $125,103,281Net Income 2022: $8,256,9882022Revenue 2023: $148,971,379Expenses 2023: $146,661,718Net Income 2023: $2,309,6612023Revenue 2024: $159,080,275Expenses 2024: $158,661,538Net Income 2024: $418,7372024

Latest loaded filing

2024

Revenue$159,080,275
Expenses$158,661,538
Net Income$418,737
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v7.0
Mission and Program Overview

Mission

We inspire each person to embrace the possibilities of a life lived forward. Our Willow Valley family experience the finest living in an environment which inspires spiritual, physical, intellectual and emotional fulfillment. Our team serves each Willow Valley family member graciously, compassionately, and respectfully in a culture which cherishes excellence and innovation. Our commitment is to provide a broad range of services and amenities which offer superior value to residents with the goal to positively transform the way aging is viewed and experienced in our world.

Filing and Contact Details

Filer

Filer Name
Willow Valley Communities
EIN
23-2226098
Phone
7174642741
Address
600 WILLOW VALLEY SQUARE, LANCASTER, PA 17602

Signing Officer

Name
Jill E Gilbert
Title
Board Chair
Phone
7174642741
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML Appendix122 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt0273374
IRS990T/BooksInCareOfDetail/PersonNm0JILL E GILBERT BOARD CHAIR
IRS990T/BooksInCareOfDetail/PhoneNum07174647713
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 WILLOW VALLEY LAKES DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WILLOW STREET
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd017584
IRS990T/BookValueAssetsEOYAmt0596956051
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0375923
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0621610
IRS990TScheduleA/AdditionalSection263ACostsAmt00
IRS990TScheduleA/BeginningOfYearInventoryAmt00
IRS990TScheduleA/CostOfGoodsSoldAmt0120598
IRS990TScheduleA/CostOfLaborAmt00
IRS990TScheduleA/EndOfYearInventoryAmt00
IRS990TScheduleA/GrossProfitAmt0353446
IRS990TScheduleA/GrossProfitAmt1-21239
IRS990TScheduleA/GrossReceiptsOrSalesAmt0353446
IRS990TScheduleA/GrossReceiptsOrSalesAmt199359
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt0353446
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt199359
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherCostsAmt0120598
IRS990TScheduleA/OtherDeductionsAmt0373553
IRS990TScheduleA/PrincipalBusinessActivityCd0621610
IRS990TScheduleA/PrincipalBusinessActivityCd1532000
IRS990TScheduleA/PurchasesAmt00
IRS990TScheduleA/Section263ARulesApplyInd00
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCostGoodsSoldAmt0120598
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt0373553
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0353446
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-21239
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0353446
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-21239
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0COMPANION HOME CARE SERVICES
IRS990TScheduleA/TradeOrBusinessDesc1EVENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-20107
IRS990TScheduleA/UBIBeforeNOLDedAmt1-21239
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-20107
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-21239
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL E GILBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07174642741
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOW VALLEY COMMUNITIES
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0232226098
ReturnHeader/Filer/PhoneNum07174642741
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 WILLOW VALLEY SQUARE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/ReturnTs02024-11-12T15:42:36-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$628$512$116$159$159$0.42
2023Summary only. Only limited summary data is available for this year.$597$486$111$149$147$2.31
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$555$449$106$133$125$8.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$552$434$118$127$118$8.90
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$530$426$104$118$113$5.31
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$507$413$93.9$114$107$7.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$433$357$76.3$109$104$5.46
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$435$353$82.6$104$98.8$4.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$409$337$72.1$96.6$94.1$2.48
2015Detailed filing. Detailed filing data is available for this year.$373$304$68.6$93.4$90.7$2.65
2014Summary only. Only limited summary data is available for this year.$370$300$69.4$90.2$87.3$2.93
2013Detailed filing. Detailed filing data is available for this year.$363$296$66.6$85.2$83.4$1.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$347$286$61.1$80.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$331$276$55.4$77.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$333$278$55.2$78.3