2025-11-13T14:35:08-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 825031123 WILLOW VALLEY COMMUNITIES CHARITABLE FOUNDATION WILL 7174642741 100 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 REBECCA S BUMSTED BOARD PRESIDENT 7174642741 2025-11-07 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-07 2024 2025-03-06 01:10:19Z REBECCA S BUMSTED 100 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 2653507 0 X FOUNDATION.WILLOWVALLEYCOMMUNITIES.ORG X 2018 PA TO RAISE FUNDS TO SUPPORT WILLOW VALLEY COMMUNITIES, A NONPROFIT 501(C)(3) ORGANIZATION. 11 9 4 30 0 0 2611844 2303960 0 0 179936 349547 0 0 2791780 2653507 0 11668 0 0 349529 227594 45958 34461 35863 53221 168610 448708 442333 2343072 2211174 8241921 10891858 1155162 1560448 7086759 9331410 TO RAISE FUNDS TO SUPPORT WILLOW VALLEY COMMUNITIES, A NONPROFIT 501(C)(3) ORGANIZATION. 0 0 317225 11668 0 SUPPORT OF WILLOW VALLEY COMMUNITIES - PLANNING AND EXECUTING SPECIAL CAPITAL CAMPAIGN TO PROVIDE FUNDS TO WILLOW VALLEY COMMUNITIES FOR DESIGN AND CONSTRUCTION OF THE MEMORY CENTER, ESTABLISHMENT OF PERMANENT ENDOWMENT FUND FOR THE MEMORY CENTER, ONGOING ANNUAL PROGRAMMATIC SUPPORT FOR THE MEMORY CENTER. 317225 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X MARSHA KAUFFMAN 7174642741 100 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 REBECCA BUMSTED PRESIDENT 5.00 0.00 X X 0 0 0 CHARLES E SMITH II VICE PRESIDENT 5.00 0.00 X 0 0 0 JILL GILBERT TREASURER 5.00 5.00 X X 0 15700 0 EDGAR GROVE SECRETARY 5.00 0.00 X X 0 0 0 LESLIE BRANT BOARD MEMBER 3.00 5.00 X X 0 12000 0 FIONA GRANT BOLTZ BOARD MEMBER 3.00 0.00 X 0 0 0 CLYDENE EDMONDS BOARD MEMBER 3.00 0.00 X 0 0 0 DWIGHT E JASMANN BOARD MEMBER 3.00 0.00 X 0 0 0 BARBARA LINDER BOARD MEMBER 3.00 0.00 X 0 0 0 JOHN G SWANSON BOARD MEMBER (FROM 4/24) 3.00 0.00 X 0 0 0 MARLIN H THOMAS BOARD MEMBER (FROM 4/24) 3.00 0.00 X 0 0 0 LAUREN RENEHAN EXECUTIVE DIRECTOR 40.00 0.00 X 102156 0 13727 102156 27700 13727 1 0 0 0 0 100000 2203960 2303960 349547 349547 2653507 0 0 349547 11668 11668 115883 107910 7706 267 97234 90544 6466 224 452 421 30 1 640 596 43 1 13385 12464 890 31 13200 13200 13398 13398 34461 34461 3417 2124 1273 20 75851 50077 25304 470 69 46 23 6310 4166 2105 39 90 90 OTHER EXPENSES 41620 27444 13918 258 PROJECT EXPENSE 14062 9284 4691 87 DUES & SUBSCRIPTIONS 593 391 198 4 442333 317225 89245 35863 29251 62898 158104 767392 1711088 1324775 22515 30959 2196 2343 6318767 8703491 8241921 10891858 35162 40448 1120000 1520000 1155162 1560448 X -998690 -1032265 8085449 10363675 7086759 9331410 8241921 10891858 2211174 33477 0 X 0 1 X 1 0 X X 1 WILLOW VALLEY COMMUNITIES 232226098 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41205 29897 2821 264 73659 39440 1765 41205 39109 331 39440 39273 -164 39109 38729 544 39273 0.00000 1.00000 0.00000 0 0 0 DUE TO AFFILIATES 1520000 1520000 X PART V, LINE 4: THE MEMORY CENTER ENDOWMENT WILL ENABLE ADVANCEMENT AND SUSTAINABILITY OF THE MEMORY CENTER PROGRAM FOR DECADES TO COME IN AREAS SUCH AS TRAINING AND EDUCATION, TECHNOLOGY, PROGRAMS, RESEARCH AND ADVANCEMENT, WELLNESS AND PREVENTION, AND OPERATIONS. PART X, LINE 2: WILLOW VALLEY COMMUNTIES CHARITABLE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AND EXEMPT FROM FEDERAL INCOME TAXES ON EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AND OTHER INCOME TAXES UNDER SIMILAR STATUTES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X 1 LINDSLEY DEVELOPMENT CONSULTING 89 LEAMAN ROAD LANCASTER PA 17603 CAPITAL CAMPAIGN AND FUNDRAISING CONSULTING 0 0 34461 -34461 34461 -34461 PA SCHEDULE G, PART I, LINE 2B, COLUMN (V) LINDSLEY DEVELOPMENT PROVIDES CONSULTING SUPPORT RELATED TO FUNDRAISING STRATEGY BUT DOES NOT ACTUALLY FUNDRAISE. THEREFORE, NO DIRECT RECEIPTS ARE GENERATED BY LINDSLEY. 1 TEAM MEMBER EMERGENCY FUND 9 11668 PART III THE TEAM MEMBER EMERGENCY FUND COMMITTEE WILL REVIEW APPLICATIONS ON AN AS-NEEDED BASIS. AN EMPLOYEE CAN APPLY TO HUMAN RESOURCES WITH SUPPORTING DOCUMENTATION OF THE NEED. THE COMMITTEE, COMPRISED OF AN HR REP, FOUNDATION BOARD CHAIR, AND TWO RESIDENTS AT-LARGE, WILL REVIEW AND CONSIDER THE FACTORS OF THE SUBMITTED APPLICATION (WHICH HAS BEEN REDACTED TO RETAIN ANONYMITY OF THE APPLICANT) WHEN CONSIDERING THE AMOUNT TO GRANT. THE MAXIMUM THAT TEAM MEMBERS ARE ELIGIBLE TO RECEIVE IS $1,500 IN A 3-YEAR PERIOD. X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS JOHN SWANSON AND MARLIN THOMAS HAVE A BUSINESS RELATIONSHIP, AS EACH ARE PART OWNERS OF CCS BUILDING GROUP. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF WILLOW VALLEY COMMUNITIES PRIOR TO BECOMING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B BOARD MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS OF WILLOW VALLEY COMMUNITIES PRIOR TO BECOMING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B WILLOW VALLEY COMMUNITIES'S FINANCE DEPARTMENT PREPARES THE INFORMATION FOR THE FORM 990. OUR INDEPENDENT ACCOUNTING FIRM (BAKER TILLY ADVISORY GROUP, LP) REVIEWS THE INFORMATION AND PREPARES A DRAFT RETURN. THE DRAFT IS REVIEWED BY THE BOARD OF DIRECTORS WHO PROVIDE FILING APPROVAL PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM, UPON COMPLETION, THIS FORM MUST BE NOTARIZED. A COPY IS RETAINED BY THE FOUNDATION'S MANAGEMENT. AS NEW BUSINESS RELATIONSHIPS ARE DEVELOPED/FORMED, APPROPRIATE QUESTIONS ARE ASKED TO DETERMINE IF POTENTIAL CONFLICTS EXIST. IN ADDITION, EACH INDIVIDUAL THAT COMPLETED THE FORM IS TO MAKE THE FOUNDATION AWARE OF ANY POTENTIAL CONFLICTS OF INTEREST OF WHICH THEY MAY BECOME AWARE. ANY POTENTIAL CONFLICT WOULD BE REVIEWED, DISCUSSED AND BROUGHT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR RECOMMENDED RESOLUTION. AN INDIVIDUAL WITH A CONFLICT WILL RECUSE THEMSELVES FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. WILLOW VALLEY COMMUNITIES 600 WILLOW VALLEY SQUARE LANCASTER PA 17602 232226098 RESIDENTIAL PA 501(C)(3) LINE 10 WILLOW VALLEY COMMUNITIES 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1