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WILLOW VALLEY COMMUNITIES

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Public IRS 990 nonprofit record

WILLOW VALLEY COMMUNITIES

EIN 23-2226098 · Human Services (P750)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $89.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

89.45%of revenue went to mission work89.7% of expenses · Program services
0.20%of revenue went to fundraising0.2% of expenses
$99.74spent for every $100 of revenueRevenue covered expenses this year.
10.09%of revenue went to management and office costs10.1% of expenses
$3.96in assets for every $1 spent this yearSome assets cannot be spent right away.
0.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $282,309 for KENDALL HUNSICKER (SR VP OF HC SERVICES). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$159,080,275
Mission workProgram services$142,292,72089.45% of revenue89.7% of expenses
ManagementOffice and general costs$16,056,51610.09% of revenue10.1% of expenses
FundraisingAsking for donations$312,3020.20% of revenue0.2% of expenses
Revenue left after expensesReported annual surplus$418,7370.26% of revenueShown in gray on the chart
Total expenses$158,661,53899.74% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 89.7% mission · 10.1% management · 0.2% fundraisingTotal expenses: 99.74% of revenue
2023Expense mix: 89.1% mission · 10.7% management · 0.2% fundraisingTotal expenses: 98.45% of revenue
2022Expense mix: 88.7% mission · 11.1% management · 0.2% fundraisingTotal expenses: 93.81% of revenue
2021Expense mix: 91.8% mission · 8.2% management · 0.0% fundraisingTotal expenses: 92.97% of revenue
2020Expense mix: 92.1% mission · 7.9% management · 0.0% fundraisingTotal expenses: 95.49% of revenue
2019Expense mix: 91.9% mission · 8.1% management · 0.0% fundraisingTotal expenses: 93.84% of revenue
2018Expense mix: 91.5% mission · 8.5% management · 0.0% fundraisingTotal expenses: 95.01% of revenue
2017Expense mix: 90.4% mission · 9.6% management · 0.0% fundraisingTotal expenses: 95.32% of revenue

Money in and money out

Revenue$159,080,275
Expenses$158,661,538
Annual surplus $418,737 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$142,292,720 · 89.7% of expenses
Management and office costs$16,056,516 · 10.1% of expenses
Fundraising$312,302 · 0.2% of expenses
See all reported dollar amounts
Revenue$159,080,275
Expenses$158,661,538
Assets$627,606,799
Income$220,482,761
Contributions$1,212,927
Mission work (program services)$142,292,720
Fundraising$312,302
Grants given$200,000
Average grant$100,000
Management and general$16,056,516
Stocks and bonds$149,234,008
Accounting fees$158,888
Investing fees$834
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KENDALL HUNSICKERSR VP OF HC SERVICES · 40 hrs/week $282,309Base $223,612 · Other $58,697
SHARON HABANECSR VP OF CULINARY SERVICES · 40 hrs/week $256,610Base $213,817 · Other $42,793
JAMES M TRACYVP OF PROP MGMT & SRVS · 40 hrs/week $224,551Base $178,257 · Other $46,294
PAMELA BAILEYVP OF HEALTH & WELLNESS · 40 hrs/week $222,505Base $164,418 · Other $58,087
GLENNDA R HARTVP OF RESIDENT SERVICES · 40 hrs/week $222,221Base $173,693 · Other $48,528
MARGARET SEAGERSMANAGER OF SALES · 40 hrs/week $212,724Base $166,715 · Other $46,009
WILLIAM J PATCH IVDIRECTOR OF IT · 40 hrs/week $205,879Base $193,274 · Other $12,605
KRISTEN LOOSEVP HEALTHCARE OPERATIONS · 40 hrs/week $198,134
JILL GILBERTBOARD CHAIR · 5 hrs/week $15,700
JANE BARLEYSECRETARY · 5 hrs/week $12,700
LESLIE BRANTTREASURER · 5 hrs/week $12,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

KENDALL HUNSICKERSR VP OF HC SERVICES

SHARON HABANECSR VP OF CULINARY SERVICES

JAMES M TRACYVP OF PROP MGMT & SRVS

PAMELA BAILEYVP OF HEALTH & WELLNESS

GLENNDA R HARTVP OF RESIDENT SERVICES

MARGARET SEAGERSMANAGER OF SALES

WILLIAM J PATCH IVDIRECTOR OF IT

KRISTEN LOOSEVP HEALTHCARE OPERATIONS

JILL GILBERTBOARD CHAIR

JANE BARLEYSECRETARY

LESLIE BRANTTREASURER

LISA HAWTHORNEPRESIDENT AND CEO (AS OF 6/25)

MARVIN MASHNERASSISTANT TREASURER (UNTIL 8/24)

BETTY PRICEBOARD MEMBER

ROBERT FRICKBOARD MEMBER

GERALD GRANTVICE CHAIR (UNTIL 10/24)

SUSAN ALLMONDBOARD MEMBER (UNTIL 8/24)

ELRIC GERNERASSISTANT SECRETARY (UNTIL 8/24)

About this charity

Recognized since
January 1987
Location
100 WILLOW VALLEY LAKES DR, WILLOW STREET, PA 17584-9450
County
Lancaster
In care of
% DENNIS W GRIEST
Primary officer
LISA HAWTHORNE, PRESIDENT AND CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
BAKER TILLY ADVISORY GROUP LP
NTEE classification
Human Services (P750)
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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