Civic Intelligence

Willow Valley Communities Charitable Foundation

990 • Fiscal year 2023 • EIN 82-5031123

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

Organization ProfileFOUNDATION.WILLOWVALLEYCOMMUNITIES.ORG
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

52nd percentile

0.14x

Higher debt load relative to assets than 52% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.41x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$248,907

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

90th percentile

53%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Flat

$8,241,921

Flat from 2023

Net Assets

Flat

$7,086,759

Flat from 2023

Liabilities

Flat

$1,155,162

Flat from 2023

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin97th percentile

Revenue

Flat

$2,791,780

Flat from 2023

Expenses

Flat

$448,708

Flat from 2023

Net Income

Flat

$2,343,072

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$15M$10M$5.0M$0Assets 2018: $1Liabilities 2018: $02018Assets 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 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

2023

Assets$8,241,921
Liabilities$1,155,162
Net Assets$7,086,759
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

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 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 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

2023

Revenue$2,791,780
Expenses$448,708
Net Income$2,343,072
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$2,791,780
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,750,101$6,318,767▲ $4,568,666
Pledges and Grants Receivable$2,261,956$1,711,088▼ $550,868
Savings and Temporary Cash Investments$1,346,464$158,104▼ $1,188,360
Cash and Non-Interest-Bearing Accounts$21,251$29,251▲ $8,000
Accounts Receivable$4,058$22,515▲ $18,457
Prepaid Expenses and Deferred Charges$8,693$2,196▼ $6,497
Total Assets$5,392,523$8,241,921▲ $2,849,398
Liabilities
Other Liabilities$660,000$1,120,000▲ $460,000
Accounts Payable and Accrued Expenses$50,075$35,162▼ $14,913
Total Liabilities$710,075$1,155,162▲ $445,087
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,473,649$8,085,449▲ $2,611,800
Net Assets Without Donor Restrictions$-791,201$-998,690▼ $207,489
Total Net Assets Fund Balance$4,682,448$7,086,759▲ $2,404,311
Total Liabilities and Net Assets / Fund Balance$5,392,523$8,241,921▲ $2,849,398

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$6,318,767--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$39,440-▲ $1,765-$41,205
2022$39,109-▲ $331-$39,440
2021$39,273-▼ $164-$39,109
2020-$38,729▲ $544-$39,273
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey KenderdineExecutive DirectorFT$206,065$42,842$248,907
Jill GilbertTreasurerPT-$10,200$10,200
Leslie BrantBoard Member--$8,800$8,800

Board Members and Trustees

NameTitle
Rebecca BumstedPresident
Charles E Smith IiVice President
Barbara LinderBoard Member
Clydene EdmondsBoard Member
Dwight E JasmannBoard Member
Fiona Grant BoltzBoard Member
Edgar GroveSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,611,844
Program Service Revenue
$0
Investment Income
$179,936
Other Revenue
$0
All Other Contributions
$2,611,844
Change in Net Assets
$2,343,072
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$349,529
Other Expenses$53,221
Total Fundraising Expense$47,071
Professional Fundraising Fees$45,958
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$204,612$14,777$506$219,895
Other Employee Benefits$66,421$4,797$164$71,382
Other Salaries and Wages$49,055$3,543$121$52,719
Fees for Services Professional Fundraising--$45,958$45,958
Office Expenses$28,930$14,129$269$43,328
Payroll Taxes$3,481$251$9$3,741
Fees for Services Other$2,408$1,176$22$3,606
Fees for Services Legal-$3,339-$3,339
Pension Plan Contributions$1,668$120$4$1,792
Other Expenses$382$187$4$573
Conferences and Meetings$147$72$1$220
Total Functional Expenses$358,543$43,094$47,071$448,708
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$45,958
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$1,120,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management company the willow valley communities charitable foundation board of directors may seek outside vendors to provide select services. The board, for fiscal year 2023, selected willow valley living for the provision of services in accounting and human resources.”

Form 990, Part VI, Section B, Line 11B

“Form 990 review the management company's finance department prepares the information for the form 990. Our independent accounting firm (baker tilly advisory group, lp) reviews the information and prepares a draft return. The draft is reviewed by the board of directors who provide filing approval.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest on an annual basis, officers, directors, and key employees are required to complete a conflict of interest form, upon completion this form must be notarized. A copy is retained by the foundation management. As new business relationships are developed/formed, appropriate questions are asked to determine if potential conflicts exist. In addition, each individual that completed the form is to make the foundation aware of any potential conflicts of interest that they may become aware of. Any potential conflict would be reviewed, discussed and brought to the executive committee of the board for recommended resolution. An individual with a conflict will recuse themselves from participating in the deliberations and decisions in the transaction.”

Form 990, Part VI, Section C, Line 19

“Availability of governing documents to the public the organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Willow Valley Communities Charitable
EIN
82-5031123
Phone
7174642741
Address
100 WILLOW VALLEY LAKES DRIVE, WILLOW STREET, PA 17584

Signing Officer

Name
Rebecca S Bumsted
Title
Board President
Phone
7174642741
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca S Bumsted
Formed
2018
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
30

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The memory center endowment will enable advancement and sustainability of the memory center program for decades to come in areas such as training and education, technology, programs, research and advancement, wellness and prevention, and operations.”

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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/PayrollTaxesGrp/ManagementAndGeneralAmt0251
IRS990/PayrollTaxesGrp/ProgramServicesAmt03481
IRS990/PayrollTaxesGrp/TotalAmt03741
IRS990/PensionPlanContributionsGrp/FundraisingAmt04
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0120
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01668
IRS990/PensionPlanContributionsGrp/TotalAmt01792
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02261956
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01711088
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08693
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02196
IRS990/PrincipalOfficerNm0REBECCA S BUMSTED
IRS990/ProfessionalFundraisingInd01
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02093344
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1216
IRS990/PYOtherExpensesAmt084985
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01619865
IRS990/PYSalariesCompEmpBnftPaidAmt0312203
IRS990/PYTotalExpensesAmt0472263
IRS990/PYTotalProfFndrsngExpnsAmt075075
IRS990/PYTotalRevenueAmt02092128
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02343072
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01346464
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0158104
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0232226098
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WILLOW VALLEY COMMUNITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt039440
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt041205
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01765
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt039109
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt039440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt039273
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt039109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-164
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt038729
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt039273
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0544
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01120000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06318767
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PNC CAPITAL INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MEMORY CENTER ENDOWMENT WILL ENABLE ADVANCEMENT AND SUSTAINABILITY OF THE MEMORY CENTER PROGRAM FOR DECADES TO COME IN AREAS SUCH AS TRAINING AND EDUCATION, TECHNOLOGY, PROGRAMS, RESEARCH AND ADVANCEMENT, WELLNESS AND PREVENTION, AND OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt06318767
IRS990ScheduleD/TotalLiabilityAmt01120000
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0CAPITAL CAMPAIGN AND FUNDRAISING CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0-45958
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0LINDSLEY DEVELOPMENT CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt045958
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt089 LEAMAN ROAD
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0LANCASTER
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd017603
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0PA
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-45958
IRS990ScheduleG/TotalRetainedByContractorsAmt045958
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0206065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount05000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt029012
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt08830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY KENDERDINE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0248907
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ANNUALLY, THE WILLOW VALLEY COMMUNITIES BOARD OF DIRECTORS HAS APPROVED A YEAR-END GIFT TO LEADERSHIP WITH THE AMOUNT DETERMINED BASED ON THEIR MANAGERIAL LEVEL.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT COMPANY THE WILLOW VALLEY COMMUNITIES CHARITABLE FOUNDATION BOARD OF DIRECTORS MAY SEEK OUTSIDE VENDORS TO PROVIDE SELECT SERVICES. THE BOARD, FOR FISCAL YEAR 2023, SELECTED WILLOW VALLEY LIVING FOR THE PROVISION OF SERVICES IN ACCOUNTING AND HUMAN RESOURCES.

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,241,921
Liabilities
$1,155,162
Net assets
$7,086,759
Revenue
$2,791,780
Expenses
$448,708
Net income
$2,343,072
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$1.56$9.33$2.65$0.44$2.21
2023Detailed filing. Detailed filing data is available for this year.$8.24$1.16$7.09$2.79$0.45$2.34
2023Summary only. Only limited summary data is available for this year.$8.24$1.16$7.09$2.79$0.45$2.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.71$4.68$2.09$0.47$1.62
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.62$3.20$2.33$0.43$1.89
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.47$1.32$1.92$0.49$1.43
2019Summary only. Only limited summary data is available for this year.$0.10$0.21$0.09$0.21$0.11
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00