WILLOWS COTTAGES

Address
4141 N Rockton Avenue
Rockford, IL 61103
Contact
Website: http://www.wesleywillows.org
Phone: +1 (815) 316-1500
Nonprofit
NTEE: P75 - Senior Continuing Care Communities
EIN: 36-3531646

Mission

Willows Cottages' mission statement is "We promote active, secure lifestyles for seniors through ongoing personalized care". Willows Cottages' cause statement is "Inspiring seniors to celebrate life".
 20172016201520142013
Basic features of the organization
Year of formation1989
Metropolitan statistical area6880
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel    $0.00
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00$0.00
Number of employees00000
Number of people compensated >$100k33333
Number of volunteers375375375375375
Number of highly compensated contractors1111 
Personnel
Adkins, Debra
TitleChief Operating OfficerChief Operating OfficerAdministratorAdministratorAdministrator
Name of key/compensated personDebra AdkinsDebra AdkinsDebra AdkinsDebra AdkinsDebra Adkins
Position of compensated person
Current individual trustee or director   True 
Current key employee (> $150k)TrueTrueTrue True
Average hours per week working for org00000
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00  
Bonus and incentive reportable compensation$0.00$0.00$0.00  
Other reportable compensation from org$0.00$0.00$0.00  
Retirement and other deferred compensation$0.00$0.00$0.00  
Nontaxable benefits from org$0.00$0.00$0.00  
Compensation from org previously reported as deferred$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$20,871.00$18,645.00$22,073.00$19,641.00$23,496.00
Sum of all compensation from org$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $162,760.00$136,655.00$137,995.00$126,959.00$125,262.00
Average hours per week working for related orgs505050.04040
Atwood, Patricia
Title    Past Chairman
Name of key/compensated person    Patricia Atwood
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    1
Calkins, Erin
TitleBoard MemberChairmanVice-ChairBoard MemberBoard Member
Name of key/compensated personErin CalkinsErin CalkinsErin CalkinsErin CalkinsErin Calkins
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org00000
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs1.001111
Carroll, Mike
Title    Board Member
Name of key/compensated person    Mike Carroll
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    1
Chang, Linda
TitleBoard MemberBoard MemberBoard MemberBoard Member 
Name of key/compensated personLinda ChangLinda ChangLinda ChangLinda Chang 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org0000 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs1.00111 
Clinton, Joe
TitleSecretaryBoard MemberBoard MemberBoard MemberBoard Member
Name of key/compensated personJoe ClintonJoe ClintonJoe ClintonJoe ClintonJoe Clinton
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org00000
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs1.001112
Davis, Michael
TitleBoard MemberBoard MemberBoard MemberBoard MemberBoard Member
Name of key/compensated personMichael DavisMichael DavisMichael DavisMichael DavisMichael Davis
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org00000
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs1.001111
Diaz, Lori
Title Board MemberBoard MemberBoard MemberBoard Member
Name of key/compensated person Lori DiazLori DiazLori DiazLori Diaz
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 0000
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 112.501
Epperson, Rebecca
TitleBoard MemberBoard Member   
Name of key/compensated personRebecca EppersonRebecca Epperson   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs2.001   
Gann, Michael
Title Board MemberChairmanChairmanVice Chairman
Name of key/compensated person Michael GannMichael GannMichael GannMichael Gann
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 0000
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 2.0014.002
Glenny, Monica
TitleBoard MemberBoard MemberBoard MemberBoard Member 
Name of key/compensated personMonica GlennyMonica GlennyMonica GlennyMonica Glenny 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org0000 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs1.00111 
Hammes, Anne
TitleBoard MemberBoard MemberBoard MemberBoard MemberBoard Member
Name of key/compensated personAnne HammesAnne HammesAnne HammesAnne HammesAnne Hammes
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org00000
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs1.001111
Lamb, Doug
TitleBoard MemberBoard MemberBoard Member  
Name of key/compensated personDoug LambDoug LambDoug Lamb  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org000  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs1.0011  
McClenathan, Mark
TitleChairmanVice-ChairBoard MemberBoard MemberBoard Member
Name of key/compensated personMark McClenathanMark McClenathanMark McClenathanMark McClenathanMark McClenathan
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org00010
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs3.005.003.0022.5
Pratt, William
TitlePresident CEOPresident CEOPresident CEOPresident CEOPresident CEO
Name of key/compensated personWilliam PrattWilliam PrattWilliam PrattWilliam PrattWilliam Pratt
Position of compensated person
Current key employee (> $150k)TrueTrueTrueTrue 
Average hours per week working for org00000
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$41,938.00$48,012.00$49,021.00$50,789.00$80,405.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $296,304.00$237,311.00$235,283.00$229,355.00$190,113.00
Average hours per week working for related orgs505050.004040
Sanderson, David
Title    Secretary
Name of key/compensated person    David Sanderson
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    3
Schmitt, David
TitleBoard Member SecretaryVice ChairmanBoard Member
Name of key/compensated personDavid Schmitt David SchmittDavid SchmittDavid Schmitt
Position of compensated person
Current individual trustee or directorTrue TrueTrueTrue
Average hours per week working for org0 010
Reportable compensation from org$0.00 $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00 $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00 $0.00$0.00$0.00
Average hours per week working for related orgs4.00 3.0024
Shockey, John
TitleVice-ChairmanSecretaryBoard MemberBoard Member 
Name of key/compensated personJohn ShockeyJohn ShockeyJohn ShockeyJohn Shockey 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org0000.5 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs2.003.0011 
Ticknor, Mark
TitleTreasurerTreasurerTreasurerTreasurerTreasurer
Name of key/compensated personMark TicknorMark TicknorMark TicknorMark TicknorMark Ticknor
Position of compensated person
Current key employee (> $150k)TrueTrueTrueTrue 
Average hours per week working for org00000
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00 
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00 
Other reportable compensation from org$0.00$0.00$0.00$0.00 
Retirement and other deferred compensation$0.00$0.00$0.00$0.00 
Nontaxable benefits from org$0.00$0.00$0.00$0.00 
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$28,054.00$26,271.00$30,063.00$30,263.00$22,227.00
Sum of all compensation from org$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $151,380.00$129,598.00$139,211.00$122,889.00$118,953.00
Average hours per week working for related orgs505050.004040
Williams, Donald
Title    Chairman
Name of key/compensated person    Donald Williams
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    5
Purpose: mission, activities, & accomplishments
Mission or significant activitiesWillows Cottages provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Willows Cottages' stated purposes include promoting christian principles for the development and improvement of persons retirement age, and inspiring seniors to celebrate life.Willows Cottages provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Willows Cottages' stated purposes include promoting christian principles for the development and improvement of persons retirement age, and inspiring seniors to celebrate life.Willows Cottages provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Willows Cottages' stated purposes include promoting christian principles for the development and improvement of persons retirement age, and inspiring seniors to celebrate life.Willows Cottages provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Willows Cottages' stated purposes include promoting christian principles for the development and improvement of persons retirement age, and inspiring seniors to celebrate life.Willows Cottages provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Willows Cottages' stated purposes include promoting christian principles for the development and improvement of persons retirement age, and inspiring seniors to celebrate life.
Program service expenses, total$7,804,435.00$6,847,082.00$6,502,405.00$6,307,112.00$5,756,582.00
Programs, including revenue & expenses
Willows Cottages provides housing and related services for approximately 375 senior citizens with a policy to maintain residents that become unable to pay. Optional related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Willows Cottages' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Willows Cottages' mission statement "We promote active, secure lifestyles for seniors through ongoing personalized care", and cause statement "Inspiring seniors to celebrate life".
Program expenses$7,804,435.00$6,847,082.00$6,502,405.00$6,307,112.00$5,756,582.00
Grants and allocations made$0.00$0.00$0.00$0.00$0.00
Program revenue$10,075,876.00$9,157,956.00$8,435,339.00$7,844,626.00$7,155,653.00
Program descriptionWillows Cottages provides housing and related services for approximately 375 senior citizens with a policy to maintain residents that become unable to pay. Optional related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Willows Cottages' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Willows Cottages' mission statement "We promote active, secure lifestyles for seniors through ongoing personalized care", and cause statement "Inspiring seniors to celebrate life".Willows Cottages provides housing and related services for approximately 375 senior citizens with a policy to maintain residents that become unable to pay. Optional related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Willows Cottages' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Willows Cottages' mission statement "We promote active, secure lifestyles for seniors through ongoing personalized care", and cause statement "Inspiring seniors to celebrate life".Willows Cottages provides housing and related services for approximately 375 senior citizens with a policy to maintain residents that become unable to pay. Optional related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Willows Cottages' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Willows Cottages' mission statement "We promote active, secure lifestyles for seniors through ongoing personalized care", and cause statement "Inspiring seniors to celebrate life".Willows Cottages provides housing and related services for approximately 375 senior citizens with a policy to maintain residents that become unable to pay. Optional related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Willows Cottages' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Willows Cottages' mission statement "We promote active, secure lifestyles for seniors through ongoing personalized care", and cause statement "Inspiring seniors to celebrate life".Willows Cottages provides housing and related services for approximately 375 senior citizens with a policy to maintain residents that become unable to pay. Optional related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Willows Cottages' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Willows Cottages' mission statement "We promote active, secure lifestyles for seniors through ongoing personalized care", and cause statement "Inspiring seniors to celebrate life".
Financial data
Revenue
Total revenue$10,569,989.00$9,660,094.00$9,097,013.00$10,225,641.00$7,814,078.00
Revenue from contributions (total)$0.00$0.00$0.00$0.00$0.00
Investment income, current yr$494,113.00$502,138.00$661,674.00$2,381,015.00$658,425.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$2,332,423.00$2,310,573.00$2,245,727.00$1,849,644.00$1,698,818.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$7,743,453.00$6,847,383.00$6,189,612.00$5,994,982.00$5,456,835.00
Gross receipts$10,569,989.00$9,660,094.00$9,097,013.00$10,225,641.00$7,814,078.00
Other types of revenue
Miscellaneous revenue (total)$2,332,423.00$2,310,573.00$2,245,727.00$1,849,644.00$1,698,818.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$9,289,122.00$8,246,092.00$7,784,864.00$7,510,488.00$6,984,184.00
Total functional expenses: program service $7,804,435.00$6,847,082.00$6,502,405.00$6,307,112.00$5,756,582.00
Total functional expenses: management and general$1,484,687.00$1,399,010.00$1,282,459.00$1,203,376.00$1,227,602.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)    $0.00
Legal fees (total)    $0.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$4,200.00$4,200.00$4,200.00$4,200.00$4,200.00
Investment management fees (total)    $0.00
Assets and liabilities
Total assets$113,410,812.00$109,011,174.00$101,572,140.00$88,595,627.00$85,101,832.00
Total assets, beginning of year$109,011,174.00$101,572,140.00$88,595,627.00$85,101,832.00$82,425,536.00
Total liabilities$101,800,840.00$99,654,720.00$93,023,083.00$80,722,327.00$79,456,363.00
Total liabilities, beginning of year$99,654,720.00$93,023,083.00$80,722,327.00$79,456,363.00$77,694,864.00
Pledges & accounts receivable, net $0.00$0.00$0.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00$0.00$0.00
Unrestricted net assets, end of yr$11,609,972.00$9,356,454.00$8,549,057.00$7,873,300.00$5,645,469.00
Temporarily restricted net assets$0.00$0.00$0.00$0.00$0.00
Permanently restricted net assets, end of yr$0.00$0.00$0.00$0.00$0.00
Net assets$11,609,972.00$9,356,454.00$8,549,057.00$7,873,300.00$5,645,469.00
Net assets, beginning of year$9,356,454.00$8,549,057.00$7,873,300.00$5,645,469.00$4,730,672.00
Bond liabilities$48,772,834.00$51,220,000.00$41,803,668.00$39,648,248.00$40,625,000.00
Intangible assets$0.00$0.00$0.00$0.00$0.00
Other assets$164,142.00$617,986.00$630,027.00$682,457.00$599,463.00
Investments: other securities$0.00$0.00$0.00$0.00$0.00
Investments: publicly traded securities$16,873,486.00$15,406,740.00$15,511,206.00$15,485,927.00$13,592,234.00
Cash: non-interest bearing $0.00$0.00$0.00$0.00
Cash: non-interest bearing, beginning of year$0.00$0.00$0.00$0.00$0.00
Investments -- program-related$0.00$0.00$0.00$0.00$0.00
Escrow or custodial account liability$0.00$0.00$0.00$0.00$0.00
Loans and other payables to key persons   $0.00$0.00
Grants payable$0.00$0.00$0.00$0.00$0.00
Inventories for sale or use$0.00$0.00$0.00$0.00$0.00
Other financial variables
Revenue less expenses$1,280,867.00$1,414,002.00$1,312,149.00$2,715,153.00$829,894.00
Advertising (total)$120,132.00$85,852.00$174,848.00$218,743.00$20,956.00
Savings & temp cash investment$8,424,609.00$6,476,511.00$3,324,274.00$4,004,420.00$1,165,632.00
Accounts receivable, net$46,170.00$39,542.00$39,985.00$21,876.00$18,213.00
Prepaid expenses & deferred charges$16,100.00$24,818.00$7,000.00$2,000.00$2,000.00
Accounts payable & accrued expenses$1,728,935.00$2,238,716.00$5,414,709.00$1,455,259.00$1,476,735.00
Deferred revenue$51,299,071.00$46,196,004.00$45,804,706.00$39,618,820.00$37,354,628.00
Unsecured notes & loans to unrelated parties   $0.00$0.00
Secured mortgages and notes payable   $0.00$0.00
Total net assets or fund balances$11,609,972.00$9,356,454.00$8,549,057.00$7,873,300.00$5,645,469.00
Depreciation, depletion, amortization$3,415,395.00$3,368,213.00$3,015,053.00$2,969,455.00$2,725,717.00
Payment to affiliates    $0.00
Governance and accountability
Number of voting members1112121112
Number of independent voting members1112121112
Financial sheets auditedTrueTrueTrue  
Audit on consolidated basisTrueTrueTrue  
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-11-092017-01-182015-10-142014-10-152013-11-13
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.0
Filing identifier201732699349300993201622729349300107201502729349301300201442669349300904201322679349300157
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