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Nonprofiteer
← WILLOW VALLEY COMMUNITIES

Form 990 for tax year 2024

Filed by WILLOW VALLEY COMMUNITIES.

Totals

Total revenue
$159,080,275
Total expenses
$158,661,538
Contributions and grants received
$1,212,927
Grants paid
$687,827
Program services expenses (Part IX)
$142,292,720
Management and general expenses
$16,056,516
Fundraising expenses
$312,302
Program service expenses (Part III)
$142,292,720

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JILL GILBERT

    BOARD CHAIR

    Total calculated
    $15,700
    From this org
    $15,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

  • GERALD GRANT

    VICE CHAIR (UNTIL 10/24)

    Total calculated
    $0
    Hours/week
    5

  • LESLIE BRANT

    TREASURER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

  • JANE BARLEY

    SECRETARY

    Total calculated
    $12,700
    From this org
    $12,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MARVIN MASHNER

    ASSISTANT TREASURER (UNTIL 8/24)

    Total calculated
    $0
    Hours/week
    3

  • ELRIC GERNER

    ASSISTANT SECRETARY (UNTIL 8/24)

    Total calculated
    $0
    Hours/week
    3

  • SUSAN ALLMOND

    BOARD MEMBER (UNTIL 8/24)

    Total calculated
    $0
    Hours/week
    3

  • ROBERT FRICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BETTY PRICE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • LISA HAWTHORNE

    PRESIDENT AND CEO (AS OF 6/25)

    Total calculated
    $0
    Hours/week
    40

  • KENDALL HUNSICKER

    SR VP OF HC SERVICES

    Total calculated
    $282,309
    From this org
    $223,612
    From related orgs
    $0
    Other
    $58,697
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,612
    Bonus
    $0
    Other
    $0
    Deferred
    $23,500
    Nontaxable benefits
    $35,197
    Filer's total
    $282,309

  • SHARON HABANEC

    SR VP OF CULINARY SERVICES

    Total calculated
    $256,610
    From this org
    $213,817
    From related orgs
    $0
    Other
    $42,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,035
    Bonus
    $19,782
    Other
    $0
    Deferred
    $6,528
    Nontaxable benefits
    $36,265
    Filer's total
    $256,610

  • KRISTEN LOOSE

    VP HEALTHCARE OPERATIONS

    Total calculated
    $198,134
    From this org
    $198,134
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,174
    Bonus
    $17,960
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $198,134

  • WILLIAM J PATCH IV

    DIRECTOR OF IT

    Total calculated
    $205,879
    From this org
    $193,274
    From related orgs
    $0
    Other
    $12,605
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,532
    Bonus
    $17,742
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,605
    Filer's total
    $205,879

  • JAMES M TRACY

    VP OF PROP MGMT & SRVS

    Total calculated
    $224,551
    From this org
    $178,257
    From related orgs
    $0
    Other
    $46,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,603
    Bonus
    $16,654
    Other
    $0
    Deferred
    $5,496
    Nontaxable benefits
    $40,798
    Filer's total
    $224,551

  • MARGARET SEAGERS

    MANAGER OF SALES

    Total calculated
    $212,724
    From this org
    $166,715
    From related orgs
    $0
    Other
    $46,009
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $79,515
    Bonus
    $87,200
    Other
    $0
    Deferred
    $5,171
    Nontaxable benefits
    $40,838
    Filer's total
    $212,724

  • GLENNDA R HART

    VP OF RESIDENT SERVICES

    Total calculated
    $222,221
    From this org
    $173,693
    From related orgs
    $0
    Other
    $48,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,383
    Bonus
    $16,310
    Other
    $0
    Deferred
    $5,383
    Nontaxable benefits
    $43,145
    Filer's total
    $222,221

  • PAMELA BAILEY

    VP OF HEALTH & WELLNESS

    Total calculated
    $222,505
    From this org
    $164,418
    From related orgs
    $0
    Other
    $58,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,650
    Bonus
    $15,768
    Other
    $0
    Deferred
    $5,203
    Nontaxable benefits
    $52,884
    Filer's total
    $222,505

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
ANNUALLY, THE WILLOW VALLEY COMMUNITIES BOARD OF DIRECTORS HAS APPROVED A YEAR-END GIFT TO LEADERSHIP WITH THE AMOUNT DETERMINED BASED ON THEIR MANAGERIAL LEVEL. FURTHER, SALES INCENTIVES ARE PAID PER POLICY TO THE MANAGER OF SALES. SALES INCENTIVES ARE A FLAT AMOUNT PER UNIT SOLD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202513179349306741

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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