Willow Valley Communities

Nonprofit profile at a glance

EIN
232226098
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Lancaster, PA, USA
Phone
7174642741
Rating
84
Verdict
STRONG
Rating confidence
Standard
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$159,080,275
Expenses
$158,661,538
Assets
$627,606,799
Liabilities
$511,517,786

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • LISA HAWTHORNE (PRESIDENT AND CEO (AS OF 6/25))

Highest reported compensation

  • KENDALL HUNSICKER (SR VP OF HC SERVICES): $282,309 total reported compensation
  • SHARON HABANEC (SR VP OF CULINARY SERVICES): $256,610 total reported compensation
  • JAMES M TRACY (VP OF PROP MGMT & SRVS): $224,551 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 93% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 50
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88.1%; rating input score 88
  • Program expense ratio: 89.7%; rating input score 90
  • Fundraising efficiency: $3.88 raised per $1 spent on fundraising; rating input score 15; 15th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.3%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 3.96; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0.82; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 1.2%; rating input score 71; 71st percentile among comparable filings

Growth

  • Program expense growth: 5.7% per year; rating input score 100; 46th percentile among comparable filings
  • Revenue growth: 5.2% per year; rating input score 100; 44th percentile among comparable filings
  • Asset growth: 5% per year; rating input score 100; 36th percentile among comparable filings

Details

  • Where the money goes: 88.1% of revenue deployed · 89.7% of spending went to programs
  • Governance: 5 of 5 board members independent · 8 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $142.3M in reported program spending
  • Leadership: top reported pay $282K · 18 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $56.6M reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 12 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 15/100.
  • Moderate — Sustainability: Operating margin scored 33/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.