Civic Intelligence

Willow Valley Communities

990 • Fiscal year 2012 • EIN 23-2226098

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profilewww.willowvalleyretirement.com

View Organization Page

600 Willow Valley SquareSuite17602
Siviq Scores

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

Liabilities / Assets

87th percentile

0.82x

Higher debt load relative to assets than 87% of similar nonprofits.

2012 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

2012 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$347,123,588

Up $15,788,314 (+4.8%) from 2011

Net Assets

Up

$61,115,759

Up $5,744,905 (+10%) from 2011

Liabilities

Up

$286,007,829

Up $10,043,409 (+3.6%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$80,488,328

Up $2,677,522 (+3.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2012

Assets$347,123,588
Liabilities$286,007,829
Net Assets$61,115,759
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$80,488,328
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Gross Receipts
$118,701,562
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

EIN
23-2226098
Raw XML AppendixShowing 400 of 774 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.

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IRS990/ActivityOrMissionDescription0WVRC ENRICHES THE LIVES OF MATURE ADULTS BY PROVIDING A CONTINUUM OF CARE AND SERVICE OPTIONS, PROMOTING WELLNESS, INDEPENDENCE AND THE HIGHEST POSSIBLE QUALITY OF LIFE.
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IRS990/Description0RESIDENTIAL SERVICES INCLUDE HEALTH CARE SERVICES, DIETARY, & FACILITY MAINTENANCE/OPERATION. THE COMPANY PROVIDES LIFE CARE TO RESIDENTS OF WILLOW VALLEY MANOR, A RETIREMENT FACILITY THAT INCLUDES 304 RESIDENTIAL UNITS & A 60-BED HEALTHCARE FACILITY; WILLOW VALLEY LAKES MANOR, A RETIREMENT FACILITY THAT INCLUDES 382 RESIDENTIAL UNITS, AN 80-BED HEALTHCARE FACILITY, 16 VILLA APARTMENTS, 36 MIDRISE APARTMENTS, & 80 DUPLEX & TRIPLEX RESIDENTIAL UNITS (THE DUPLEX & TRIPLEX UNITS ARE COLLECTIVELY KNOWN AS WILLOW GABLES); WILLOW VALLEY MANOR NORTH, A RETIREMENT FACILITY THAT INCLUDES 472 RESIDENTIAL UNITS AND A 246-BED HEALTHCARE FACILITY; AND SPRING RUN AT WILLOW VALLEY, A RETIREMENT FACILITY THAT INCLUDES 210 RESIDENTIAL UNITS & A 138-BED HEALTHCARE FACILITY. AS AN EXPANSION OF THE MANOR, THE COMPANY IS CONSTRUCTING 54 DUPLEX AND TRIPLEX UNITS TO BE KNOWN AS PROVIDENCE PARK AT WILLOW VALLEY. PHASE ONE CONSISTING OF 42 UNITS IS TO BE COMPLETED IN 2013.
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IRS990/MissionDescription0WE ENRICH THE LIFE OF EACH RESIDENT. OUR RESIDENTS EXPERIENCE THE FINEST IN RETIREMENT LIVING IN AN ENVIRONMENT WHICH INSPIRES SPIRITUAL, PHYSICAL, INTELLECTUAL AND EMOTIONAL FULFILLMENT. OUR TEAM SERVES EACH RESIDENT 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.
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IRS990/NetAssetsOrFundBalancesBOY055370854
IRS990/NetAssetsOrFundBalancesEOY061115759
IRS990/NetGainOrLossInvestments/ExclusionAmount01053465
IRS990/NetGainOrLossInvestments/TotalRevenueColumn01053465
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/ExclusionAmount00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith10960129
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K05
IRS990/NumberOfContractorsGT100K020
IRS990/NumberOfEmployees01633
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ProgramServices04124704
IRS990/Occupancy/Total04124704
IRS990/OfficeExpenses/ManagementAndGeneral052658
IRS990/OfficeExpenses/ProgramServices03445611
IRS990/OfficeExpenses/Total03498269
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY04966490
IRS990/OtherAssetsTotal/EOY011325673
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0188365
IRS990/OtherEmployeeBenefits/ProgramServices06634503
IRS990/OtherEmployeeBenefits/Total06822868
IRS990/OtherExpensePriorYear044710183
IRS990/OtherExpensesCurrentYear046064699
IRS990/OtherExpenses/Description0FOOD
IRS990/OtherExpenses/Description1REAL ESTATE TAXES
IRS990/OtherExpenses/Description2REPAIRS
IRS990/OtherExpenses/Description3CONTRACT SVCS - GROUND
IRS990/OtherExpenses/ManagementAndGeneral00
IRS990/OtherExpenses/ManagementAndGeneral1386966
IRS990/OtherExpenses/ManagementAndGeneral23703
IRS990/OtherExpenses/ManagementAndGeneral30
IRS990/OtherExpenses/ProgramServices05134868
IRS990/OtherExpenses/ProgramServices14117876
IRS990/OtherExpenses/ProgramServices21785073
IRS990/OtherExpenses/ProgramServices3748455
IRS990/OtherExpenses/Total05134868
IRS990/OtherExpenses/Total14504842
IRS990/OtherExpenses/Total21788776
IRS990/OtherExpenses/Total3748455
IRS990/OtherLiabilities/BOY043617358
IRS990/OtherLiabilities/EOY045155050
IRS990/OtherNotesLoansReceivableNet/BOY00
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear02856803
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/BusinessCode2900099
IRS990/OtherRevenueMisc/Description0CABLE TV & INTERNET INCOME
IRS990/OtherRevenueMisc/Description1CAFE & GUEST MEALS
IRS990/OtherRevenueMisc/Description2TELEPHONE
IRS990/OtherRevenueMisc/ExclusionAmount0343899
IRS990/OtherRevenueMisc/ExclusionAmount1957972
IRS990/OtherRevenueMisc/ExclusionAmount2115189
IRS990/OtherRevenueMisc/TotalRevenueColumn0343899
IRS990/OtherRevenueMisc/TotalRevenueColumn1957972
IRS990/OtherRevenueMisc/TotalRevenueColumn2115189
IRS990/OtherRevenuePriorYear02857668
IRS990/OtherSalariesAndWages/ManagementAndGeneral0717734
IRS990/OtherSalariesAndWages/ProgramServices024506089
IRS990/OtherSalariesAndWages/Total025223823
IRS990/PartialLiquidation0false
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IRS990/PayrollTaxes/ManagementAndGeneral060013
IRS990/PayrollTaxes/ProgramServices01940423
IRS990/PayrollTaxes/Total02000436

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$347,123,588
Liabilities
$286,007,829
Net assets
$61,115,759
Revenue
-
Expenses
$80,488,328
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
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