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Nonprofiteer
← WILLOW VALLEY COMMUNITIES

Form 990 for tax year 2022

Filed by WILLOW VALLEY COMMUNITIES.

Totals

Total revenue
$133,360,269
Total expenses
$125,103,281
Contributions and grants received
$1,179,553
Grants paid
$0
Program service revenue
$122,276,236
Investment income
$6,658,772
Other revenue
$3,245,708
Total assets, end of year
$554,898,544
Total liabilities, end of year
$448,692,423
Net assets or fund balances, end of year
$106,206,121
Program services expenses (Part IX)
$111,003,848
Management and general expenses
$13,847,511
Fundraising expenses
$251,922
Program service expenses (Part III)
$111,003,848

Program services were 88.7% 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
    $16,900
    From this org
    $16,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

  • GERALD GRANT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • LESLIE BRANT

    TREASURER

    Total calculated
    $13,600
    From this org
    $13,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 5 related

  • MARVIN MASHNER

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    3

  • JANE BARLEY

    SECRETARY

    Total calculated
    $11,500
    From this org
    $11,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • ELRIC GERNER

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • DONALD KEMRER

    BOARD MEMBER

    Total calculated
    $8,400
    From this org
    $8,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • HELEN FOSTER

    BOARD MEMBER

    Total calculated
    $4,800
    From this org
    $4,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • SUSAN ALLMOND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • KENDALL HUNSICKER

    SR VP OF HC SERVICES

    Total calculated
    $240,021
    From this org
    $198,731
    From related orgs
    $0
    Other
    $41,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,731
    Bonus
    $15,000
    Other
    $0
    Deferred
    $36,920
    Nontaxable benefits
    $4,370
    Filer's total
    $240,021

  • SHARON HABANEC

    SR VP OF CULINARY SERVICES

    Total calculated
    $202,580
    From this org
    $183,366
    From related orgs
    $0
    Other
    $19,214
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,366
    Bonus
    $15,000
    Other
    $0
    Deferred
    $19,012
    Nontaxable benefits
    $202
    Filer's total
    $202,580

  • KRISTEN LOOSE

    VP HEALTHCARE OPERATIONS

    Total calculated
    $168,546
    From this org
    $168,546
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,046
    Bonus
    $12,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $168,546

  • GLENNDA HART

    VP OF RESIDENT SERVICES

    Total calculated
    $137,220
    From this org
    $127,594
    From related orgs
    $0
    Other
    $9,626
    Hours/week
    40

  • JAMES TRACY

    VP OF PROP MGMT & SERVICES

    Total calculated
    $154,648
    From this org
    $142,211
    From related orgs
    $0
    Other
    $12,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,711
    Bonus
    $12,500
    Other
    $0
    Deferred
    $8,533
    Nontaxable benefits
    $3,904
    Filer's total
    $154,648

  • MARGARET DONEGAN

    ADMINISTRATOR HEALTHCARE

    Total calculated
    $174,854
    From this org
    $156,749
    From related orgs
    $0
    Other
    $18,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,749
    Bonus
    $3,000
    Other
    $0
    Deferred
    $15,675
    Nontaxable benefits
    $2,430
    Filer's total
    $174,854

  • MARGARET SEAGERS

    MANAGER OF SALES

    Total calculated
    $153,578
    From this org
    $138,626
    From related orgs
    $0
    Other
    $14,952
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $77,026
    Bonus
    $61,600
    Other
    $0
    Deferred
    $8,318
    Nontaxable benefits
    $6,634
    Filer's total
    $153,578

  • ANDREW SOLODKY

    MANAGER OF MARKETING & SALES

    Total calculated
    $145,995
    From this org
    $136,474
    From related orgs
    $0
    Other
    $9,521
    Hours/week
    40

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, and on a Form 990-PF Part VIII's — 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

  • 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

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202323179349300817

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