Civic Intelligence

Willow Valley Communities Charitable Foundation

990EZ • Fiscal year 2019 • EIN 82-5031123

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

100 Willow Valley Lakes DriveWillow Street, PA 17584

(717) 464-2741

Siviq Scores

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

Liabilities / Assets

97th percentile

2.16x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

98th percentile

2.28x

Higher debt load relative to revenue than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-122%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

99th percentile

$152,906

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 164.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

100th percentile

9855200%

Faster asset growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Assets

Flat

$98,553

Flat from 2019

Net Assets

-$113,875

No earlier filing loaded for comparison.

Liabilities

Flat

$212,428

Flat from 2019

Revenue

Flat

$93,208

Flat from 2019

Expenses

Flat

$207,083

Flat from 2019

Net Income

Flat

-$113,875

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2018: $1Liabilities 2018: $02018Assets 2019: $98,553Liabilities 2019: $212,428Net Assets 2019: -$113,8752019Assets 2019: $98,553Liabilities 2019: $212,4282019Assets 2020: $1,790,723Liabilities 2020: $470,338Net Assets 2020: $1,320,3852020Assets 2021: $3,823,366Liabilities 2021: $623,047Net Assets 2021: $3,200,3192021Assets 2022: $5,392,523Liabilities 2022: $710,075Net Assets 2022: $4,682,4482022Assets 2023: $8,241,921Liabilities 2023: $1,155,162Net Assets 2023: $7,086,7592023Assets 2024: $10,891,858Liabilities 2024: $1,560,448Net Assets 2024: $9,331,4102024

Highlighted filing

2019

Assets$98,553
Liabilities$212,428
Net Assets-$113,875

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $93,208Expenses 2019: $207,083Net Income 2019: -$113,8752019Revenue 2019: $93,208Expenses 2019: $207,083Net Income 2019: -$113,8752019Revenue 2020: $1,916,653Expenses 2020: $487,749Net Income 2020: $1,428,9042020Revenue 2021: $2,329,205Expenses 2021: $434,828Net Income 2021: $1,894,3772021Revenue 2022: $2,092,128Expenses 2022: $472,263Net Income 2022: $1,619,8652022Revenue 2023: $2,791,780Expenses 2023: $448,708Net Income 2023: $2,343,0722023Revenue 2024: $2,653,507Expenses 2024: $442,333Net Income 2024: $2,211,1742024

Highlighted filing

2019

Revenue$93,208
Expenses$207,083
Net Income-$113,875
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.1
Gross Receipts
$93,208
Mission and Program Overview

Mission

To raise funds to support willow valley communities, a nonprofit 501(c)(3) organization.

Program Services

DescriptionGrantsExpenses
Support of Willow Valley Communities - Planning and executing special capital campaign to provide funds to Willow Valley Communities for design and construction of the Memory Care Center, establishment of permanent endowment fund for the Memory Care Center, ongoing annual programmatic support for the Memory Care Center.$0$207,083
NONE--
NONE--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey KenderdineExecutive DirectorFT$150,962$1,944$152,906
Rebecca S BumstedDirector/President-$0--
Leslie W BrantDirector/Vice President-$0--
Jill E GilbertDirector/Treasurer-$0--
Jane R BarleyDirector/Secretary-$0--
Sylvia E DavenportDirector-$0--
Edgar L GroveDirector-$0--
Joseph F McDonaldDirector-$0--
Filing and Contact Details

Filer

Filer Name
Willow Valley Communities Charitable
EIN
82-5031123
In Care Of
% DENNIS W GRIEST
Phone
7174642741
Address
100 Willow Valley Lakes Drive, Willow Street, PA 17584

Signing Officer

Name
Rebecca S Bumsted
Title
Board President
Phone
7174642741
Signed
2020-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
8350 Broad Street Suite 900, McLean, VA 22102
Preparer
Raymond Ly
Phone
7032868000
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

Description:OUTSIDE SERVICES Amount:1793

Form 990EZ Part I Line 16

Description:MISC EXPENSE Amount:1762

Form 990EZ Part I Line 16

Description:TRAVEL EXPENSES Amount:786

Form 990EZ Part I Line 16

Description:SMALL EQUIPMENT/REPAIRS Amount:678

Form 990EZ Part I Line 16

Description:MEALS & ENTERTAINMENT Amount:267

Raw XML Appendix198 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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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/Filer/PhoneNum07174642741
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ReturnHeader/ReturnTs02020-11-12T10:22:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings