Nonprofit · EIN 23-2226098
WILLOW VALLEY COMMUNITIES
Tax-exempt · LANCASTER, PA 17602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $159,080,275 | $158,661,538 | $418,737 | $627,606,799 | $511,517,786 | $116,089,013 |
| December 31, 2023 | 990 | $148,971,379 | $146,661,718 | $2,309,661 | $596,956,051 | $485,751,214 | $111,204,837 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,212,927
- Program service revenue
- $145,407,771
- Investment income
- $7,378,799
- Net rental income
- $373,608
- Net gain from sales of assets
- $2,578,391
- Other revenue
- $5,080,778
Expenses
- Grants and similar amounts paid
- $687,827
- Compensation of officers, directors and key employees
- $777,453
- Other salaries and wages
- $55,885,087
- Salaries, compensation and benefits (total)
- $75,117,297
- Professional fundraising fees
- $0
- Legal fees
- $275,417
- Accounting fees
- $158,888
- Occupancy
- $11,764,957
- Travel
- $406,699
- Depreciation
- $33,355,376
- Program services (functional)
- $142,292,720
- Management and general (functional)
- $16,056,516
- Fundraising (functional)
- $312,302
Balance sheet and other
- Total assets, start of year
- $596,956,051
- Total assets, end of year
- $627,606,799
- Total liabilities, end of year
- $511,517,786
- Net assets, end of year
- $116,089,013
- Land, buildings and equipment
- $459,264,247
- Publicly traded securities
- $149,234,008
- Net assets without donor restrictions
- $110,672,596
- Net assets with donor restrictions
- $5,416,417
- Gross unrelated business income
- $595,991
- Gross receipts
- $220,482,761
- Employees
- 2,036
- Volunteers
- 250
- Year formed
- 1982
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENDALL HUNSICKER | SR VP OF HC SERVICES Key employee | 40 | $223,612 | $58,697 |
| SHARON HABANEC | SR VP OF CULINARY SERVICES Key employee | 40 | $213,817 | $42,793 |
| JAMES M TRACY | VP OF PROP MGMT & SRVS Highest-paid employee | 40 | $178,257 | $46,294 |
| PAMELA BAILEY | VP OF HEALTH & WELLNESS Highest-paid employee | 40 | $164,418 | $58,087 |
| GLENNDA R HART | VP OF RESIDENT SERVICES Highest-paid employee | 40 | $173,693 | $48,528 |
| MARGARET SEAGERS | MANAGER OF SALES Highest-paid employee | 40 | $166,715 | $46,009 |
| WILLIAM J PATCH IV | DIRECTOR OF IT Highest-paid employee | 40 | $193,274 | $12,605 |
| KRISTEN LOOSE | VP HEALTHCARE OPERATIONS Key employee | 40 | $198,134 | $0 |
| JILL GILBERT | BOARD CHAIR Trustee or director, Officer | 5 | $15,700 | $0 |
| JANE BARLEY | SECRETARY Trustee or director, Officer | 5 | $12,700 | $0 |
| LESLIE BRANT | TREASURER Trustee or director, Officer | 5 | $12,000 | $0 |
| GERALD GRANT | VICE CHAIR (UNTIL 10/24) Trustee or director, Officer | 5 | $0 | $0 |
| MARVIN MASHNER | ASSISTANT TREASURER (UNTIL 8/24) Trustee or director | 3 | $0 | $0 |
| ELRIC GERNER | ASSISTANT SECRETARY (UNTIL 8/24) Trustee or director | 3 | $0 | $0 |
| SUSAN ALLMOND | BOARD MEMBER (UNTIL 8/24) Trustee or director | 3 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT FRICK | BOARD MEMBER Trustee or director | 3 | $0 |
| BETTY PRICE | BOARD MEMBER Trustee or director | 3 | $0 |
| LISA HAWTHORNE | PRESIDENT AND CEO (AS OF 6/25) Officer | 40 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENDALL HUNSICKER | SR VP OF HC SERVICES Key employee | 40 | $205,898 | $25,228 |
| SHARON HABANEC | SR VP OF CULINARY SERVICES Key employee | 40 | $197,060 | $19,908 |
| MARGARET DONEGAN | ADMINISTRATOR HEALTHCARE Highest-paid employee | 40 | $163,044 | $17,611 |
| KRISTEN LOOSE | VP HEALTHCARE OPERATIONS Key employee | 40 | $176,270 | $0 |
| GLENNDA HART | VP OF RESIDENT SERVICES Highest-paid employee | 40 | $161,049 | $14,469 |
| JAMES TRACY | VP OF PROP MGMT & SERVICES Highest-paid employee | 40 | $160,267 | $13,635 |
| MARGARET SEAGERS | MANAGER OF SALES Highest-paid employee | 40 | $155,571 | $16,129 |
| ANDREW SOLODKY | MANAGER OF MARKETING & SAL Highest-paid employee | 40 | $155,027 | $11,002 |
| JILL GILBERT | BOARD CHAIR Trustee or director, Officer | 5 | $10,200 | $0 |
| LESLIE BRANT | TREASURER Trustee or director, Officer | 5 | $8,800 | $0 |
| JANE BARLEY | SECRETARY Trustee or director, Officer | 5 | $8,800 | $0 |
| DONALD KEMRER | BOARD MEMBER (UNTIL 04/2023) Trustee or director | 3 | $2,900 | $0 |
| GERALD GRANT | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARVIN MASHNER | ASSISTANT TREASURER Trustee or director | 3 | $0 | $0 |
| ELRIC GERNER | ASSISTANT SECRETARY Trustee or director | 3 | $0 | $0 |
| SUSAN ALLMOND | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| ROBERT FRICK | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
| BETTY PRICE | BOARD MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 600 WILLOW VALLEY SQ, LANCASTER, PA 17602-4866
- In care of
- % DENNIS W GRIEST
- Principal officer (990 for 2024)
- JILL E GILBERT, 600 WILLOW VALLEY SQUARE, LANCASTER, PA 17602
- Signed the 990
- LISA HAWTHORNE, PRESIDENT AND CEO
- Phone
- (717) 464-2741
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
WE INSPIRE EACH PERSON TO EMBRACE THE POSSIBILITIES OF A LIFE LIVED FORWARD. OUR WILLOW VALLEY COMMUNITIES FAMILY EXPERIENCE THE FINEST LIVING IN AN ENVIRONMENT WHICH INSPIRES SPIRITUAL, PHYSICAL, INTELLECTUAL AND EMOTIONAL FULFILLMENT. OUR TEAM SERVES EACH WILLOW VALLEY COMMUNITIES 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 EXPERIENCED AND VIEWED IN OUR WORLD.
Program accomplishments
- WILLOW VALLEY MANOR IS LOCATED IN A SUBURBAN SETTING ON 45 ACRES OF LAND. THE COMMUNITY OFFERS 366 RESIDENTIAL LIVING UNITS. THESE INCLUDE APARTMENTS, VILLAS AND TOWNHOMES. WILLOW VALLEY LAKES MANOR IS LOCATED IN A SUBURBAN SETTING ON 139 ACRES OF LAND. THE COMMUNITY OFFERS 837 RESIDENTIAL LIVING UNITS. THESE INCLUDE APARTMENTS, VILLAS AND TOWNHOMES. SKILLED NURSING CARE IS PROVIDED IN WILLOW VALLEY LAKES MANOR'S 80-BED SUPPORTIVE LIVING COMPONENT. IN ADDITION, PERSONAL CARE IS PROVIDED IN AN ADJACENT BUILDING WITH 156 BEDS AVAILABLE. WILLOW VALLEY MANOR NORTH IS LOCATED IN A SUBURBAN SETTING ON 42 ACRES OF LAND. THE COMMUNITY OFFERS 447 RESIDENTIAL LIVING APARTMENTS. PERSONAL CARE, MEMORY SUPPORT (DEMENTIA CARE) AND SKILLED NURSING CARE ARE PROVIDED IN WILLOW VALLEY MANOR NORTH'S 338-BED SUPPORTIVE LIVING COMPONENT.Expenses $139,710,008 · grants $687,827 · revenue $140,251,546
- SMARTLIFE VIA WILLOW VALLEY IS A MEMBERSHIP BASED LIFECARE AT HOME PROGRAM DELIVERING HIGH QUALITY CARE AND SERVICES IN THE MEMBER'S HOME. SMARTLIFE PROVIDES PERSONAL CARE COORDINATION AND HOME CARE SERVICES INCLUDING COMPANION SERVICES, ADULT DAY CARE, TRANSPORTATION, HOMESAFETY ASSESSMENTS, AND MEAL DELIVERY. IN ADDITION, OPPORTUNITIES FOR SOCIAL, EDUCATION AND WELLNESS ACTIVITIES ARE AVAILABLE. IF NEEDED, PERSONAL CARE, MEMORY SUPPORT AND NURSING CARE ARE AVAILABLE TO THE MEMBERS.Expenses $2,582,712 · revenue $4,708,523
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2226098
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $627,606,799
- Income (IRS master file)
- $220,482,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $159,080,275 | $158,661,538 | $627,606,799 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $148,971,379 | $146,661,718 | $596,956,051 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $133,360,269 | $125,103,281 | $554,898,544 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-2226098).
Questions about WILLOW VALLEY COMMUNITIES
- What is the EIN of WILLOW VALLEY COMMUNITIES?
- The employer identification number (EIN) of WILLOW VALLEY COMMUNITIES is 23-2226098.
- Is WILLOW VALLEY COMMUNITIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to WILLOW VALLEY COMMUNITIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLOW VALLEY COMMUNITIES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLOW VALLEY COMMUNITIES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLOW VALLEY COMMUNITIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WILLOW VALLEY COMMUNITIES?
- The 990 for the year ended December 31, 2024 names JILL E GILBERT.
- Who are the officers and directors of WILLOW VALLEY COMMUNITIES?
- The 990 for the year ended December 31, 2024 lists 18 people; 11 received compensation from the organization, the highest $223,612 (KENDALL HUNSICKER, SR VP OF HC SERVICES).
- How much revenue does WILLOW VALLEY COMMUNITIES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $159,080,275, expenses of $158,661,538 and total assets of $627,606,799 at year end.
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