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Pennsylvania · Nonprofit

WILLOW VALLEY COMMUNITIES

WILLOW VALLEY COMMUNITIES (Pennsylvania) receives grants from 7 organizations whose IRS filings report $294,902 to it, the largest being ACTS RETIREMENT SERVICES INC GRP EXEMP ($150,000). 3 of them have funded it in more than one year.

Revenue FY2024
$159M
Funders on record
7
Grants received
$295k
Net assets
$116M
3/7 repeat funderspeak grant-dependency 0%
01What it does

What Willow Valley Communities does

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.

As stated on its FY2024 Form 990.

Programs

  1. 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.

    $128,796,648 spent$129,392,574 earned by the program
    99% of program spending
  2. 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.

    $1,929,132 spent$3,973,134 earned by the program
    1% of program spending

The 2 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $130,725,780.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($104M) Expenses 100 ($99M) Net assets 100 ($83M)2018 Revenue 105 ($109M) Expenses 105 ($104M) Net assets 92 ($76M)2019 Revenue 110 ($114M) Expenses 108 ($107M) Net assets 114 ($94M)2020 Revenue 114 ($118M) Expenses 114 ($113M) Net assets 126 ($104M)2021 Revenue 122 ($127M) Expenses 119 ($118M) Net assets 143 ($118M)2022 Revenue 129 ($133M) Expenses 127 ($125M) Net assets 129 ($106M)2023 Revenue 144 ($149M) Expenses 148 ($147M) Net assets 135 ($111M)2024 Revenue 153 ($159M) Expenses 161 ($159M) Net assets 141 ($116M)
'17'18'19'20'21'22'23'24
Revenue (153)Expenses (161)Net assets (141)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2018 to 2019, from $433M to $507M (+17%).

$435M
$433M
$507M
$530M
$552M
$555M
$597M
$628M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 3% · 2021 1% · 2023 0%. Grants only. Government contracts and fees sit inside program revenue.

1% of WILLOW VALLEY COMMUNITIES’s revenue is contributions — more earned-revenue than three-quarters of its peers (17% for the typical peer).

This organization
Typical peer · 264 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.

$4.8M
’17
$5.5M
’18
$7.0M
’19
$5.3M
’20
$8.9M
’21
$8.3M
’22
$2.3M
’23
$419k
’24
0.4
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Jill Gilbert

Board chair

As listed on its FY2024 Form 990.

'17'18'19'20'21'22'23'24
Listed1515151313171818
Joined·+1+1+0+2+7+2+3
No longer listed·1122313
03Who funds it

Who funds it, year by year

2019 → 2023: the base narrowed from 2 funders to 1 funder, grant income fell $18k → $9k.

3 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 25% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of WILLOW VALLEY COMMUNITIES’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

WILLOW VALLEY COMMUNITIES leans on a few funders — its largest provides 51% of grant income and the top three 87%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

79% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund WILLOW VALLEY COMMUNITIES.

51%
largest funder
87%
top three
~3
effective funders

Largest funder’s share by year: 2019 57% · 2020 100% · 2021 54% · 2022 82% · 2023 100% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

95% of WILLOW VALLEY COMMUNITIES's grant income comes from Pennsylvania funders.

PA
DE

In-state vs out-of-state, by year

’19
’20
’21
’22
Pennsylvania out of state home

Funder states come from each funder’s own filing. $73k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

WILLOW VALLEY COMMUNITIES's revenue grew 53% between 2017 and 2024.

Operating margin0% · below the median
Months of reserve0.4mo · bottom quartile
Revenue growth (annualized)6% · below the median

this organization peer median middle 50% of peers· 248 human services nonprofits over $100M, FY2024

Organizations like WILLOW VALLEY COMMUNITIES

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Pennsylvania

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

90% of spending goes to programs.

Program 90%Management 10%Fundraising 0%

Governance

5
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

94%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

PA

Part of a family of 3 related entities

  • Connections at Home via Willow Valley · disregarded
  • Mosaic Real Estate LLC · disregarded
  • Willow Valley Communities Charitable Foundation · exempt

Screen this organization

A dated, signed PDF of the compliance screen for WILLOW VALLEY COMMUNITIES: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds WILLOW VALLEY COMMUNITIES?
WILLOW VALLEY COMMUNITIES (Pennsylvania) receives grants from 7 organizations whose IRS filings report $294,902 to it, the largest being ACTS RETIREMENT SERVICES INC GRP EXEMP ($150,000). 3 of them have funded it in more than one year.
How many funders does WILLOW VALLEY COMMUNITIES have?
IRS filings report 7 organizations giving $294,902 in grants to WILLOW VALLEY COMMUNITIES, 3 of which have funded it in more than one year.
Who is the largest funder of WILLOW VALLEY COMMUNITIES?
ACTS RETIREMENT SERVICES INC GRP EXEMP is the largest funder on record, with $150,000 in grants. The full list of funders is on this page.
How can an organization like WILLOW VALLEY COMMUNITIES find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing