WILLOW VALLEY COMMUNITIES

EIN: 232226098 501(c)(3) Human Services

LANCASTER, PA

Total Revenue
$148,971,379
Total Expenses
$146,661,718
Total Assets
$596,956,051
Net Assets
$111,204,837
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
PA
Principal Officer
JILL E GILBERT
Phone
7174642741
Tax Period
2023-01-01 to 2023-12-31

WILLOW VALLEY COMMUNITIES, founded in 1982, is a major nonprofit in the Human Services sector that reported $149.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

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 Service Accomplishments

Program 1
Expenses: $128,796,648 Revenue: $129,392,574

WILLOW VALLEY MANOR IS LOCATED IN A SUBURBAN SETTING ON 45 ACRES OF LAND. THE COMMUNITY OFFERS 367 RESIDENTIAL LIVING UNITS. THESE INCLUDE APARTMENTS, VILLAS AND TOWNHOMES. WILLOW VALLEY LAKES MANOR...

Read more

WILLOW VALLEY MANOR IS LOCATED IN A SUBURBAN SETTING ON 45 ACRES OF LAND. THE COMMUNITY OFFERS 367 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 840 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.

Program 2
Expenses: $1,929,132 Revenue: $3,973,134

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...

Read more

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,069,853
Program Service Revenue $133,719,154
Investment Income $8,585,083
Other Revenue $4,597,289
TOTAL REVENUE $148,971,379

Expense Breakdown

Grants Paid $0
Salaries & Benefits $67,172,728
Fundraising Expenses $293,633
Program Expenses $130,725,780
Other Expenses $79,488,990
TOTAL EXPENSES $146,661,718

Year-over-Year Comparison

2023 2022 Change
Revenue $148,971,379 $133,360,269 +0.1%
Expenses $146,661,718 $125,103,281 +0.2%
Net Income $2,309,661 $8,256,988 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
1932
Volunteers
250

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$27,800
Total Directors
10
$30,700
Key Employees
3
$624,364
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILL GILBERT BOARD CHAIR 5.00
Officer Director
$10,200 $0 $10,200
GERALD GRANT VICE CHAIR 5.00
Officer Director
$0 $0 $0
LESLIE BRANT TREASURER 5.00
Officer Director
$8,800 $0 $8,800
MARVIN MASHNER ASSISTANT TREASURER 3.00
Director
$0 $0 $0
JANE BARLEY SECRETARY 5.00
Officer Director
$8,800 $0 $8,800
ELRIC GERNER ASSISTANT SECRETARY 3.00
Director
$0 $0 $0
SUSAN ALLMOND BOARD MEMBER 3.00
Director
$0 $0 $0
ROBERT FRICK BOARD MEMBER 3.00
Director
$0 $0 $0
BETTY PRICE BOARD MEMBER 3.00
Director
$0 $0 $0
DONALD KEMRER BOARD MEMBER (UNTIL 04/2023) 3.00
Director
$2,900 $0 $2,900
KENDALL HUNSICKER SR VP OF HC SERVICES 40.00
Key Emp
$205,898 $25,228 $231,126
SHARON HABANEC SR VP OF CULINARY SERVICES 40.00
Key Emp
$197,060 $19,908 $216,968
KRISTEN LOOSE VP HEALTHCARE OPERATIONS 40.00
Key Emp
$176,270 $0 $176,270
JAMES TRACY VP OF PROP MGMT & SERVICES 40.00
Highest
$160,267 $13,635 $173,902
MARGARET SEAGERS MANAGER OF SALES 40.00
Highest
$155,571 $16,129 $171,700
MARGARET DONEGAN ADMINISTRATOR HEALTHCARE 40.00
Highest
$163,044 $17,611 $180,655
GLENNDA HART VP OF RESIDENT SERVICES 40.00
Highest
$161,049 $14,469 $175,518
ANDREW SOLODKY MANAGER OF MARKETING & SAL 40.00
Highest
$155,027 $11,002 $166,029
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $148,971,379 $146,661,718 $596,956,051 $2,309,661
2022 $133,360,269 $125,103,281 $554,898,544 $8,256,988
2021 $126,609,439 $117,708,060 $552,338,395 $8,901,379
2020 $117,845,220 $112,533,273 $529,784,748 $5,311,947
2019 $113,600,002 $106,601,095 $506,529,308 $6,998,907
2018 $109,275,099 $103,818,360 $433,360,604 $5,456,739
Explore More Nonprofits
Top 100 Nonprofits in Pennsylvania Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare WILLOW VALLEY COMMUNITIES with other nonprofits in Pennsylvania and across the country.