Civic Intelligence

Willow Valley Communities

990 • Fiscal year 2023 • EIN 23-2226098

Jan 01, 2023 to Dec 31, 2023

Organization Profilewww.willowvalleyretirement.com
Willow Street, PA
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.81x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

3.26x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Net Margin

49th percentile

1.6%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

64th percentile

7.6%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$596,956,051

Up $42,057,507 (+7.6%) from 2022

Net Assets

Up

$111,204,837

Up $4,998,716 (+4.7%) from 2022

Liabilities

Up

$485,751,214

Up $37,058,791 (+8.3%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin49th percentile

Revenue

Up

$148,971,379

Up $15,611,110 (+12%) from 2022

Expenses

Up

$146,661,718

Up $21,558,437 (+17%) from 2022

Net Income

Down

$2,309,661

Down $5,947,327 (-72%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

Highlighted filing

2023

Assets$596,956,051
Liabilities$485,751,214
Net Assets$111,204,837
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2023

Revenue$148,971,379
Expenses$146,661,718
Net Income$2,309,661
Open 2023 Filing
Filing Detail Status

This 2023 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$596,956,051
Liabilities
$485,751,214
Net assets
$111,204,837
Revenue
$148,971,379
Expenses
$146,661,718
Net income
$2,309,661
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
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