WILLOW FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WILLOW FOUNDATION (EIN 86-1955418)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-11-07
IRS object ID
202443129349301979
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-07T11:44:34-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472723222PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIAN T KELLY CPA & ASSOC LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132 N SCOTT STAddressLine1Txt
CityCARBONDALECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18407ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861955418EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLOW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone5704557000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1287 WEST BUTLER DRIVEAddressLine1Txt
CityDRUMSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH HELCOSKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5704557000PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN T KELLY CPAPreparerPersonNm
PTINP00244730PTIN
Phone5702822800PhoneNum
Preparation2024-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerSARAH HELCOSKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1507 LENA LANEAddressLine1Txt
CityJESSUPCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18434ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$277,367GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWILLOW-FOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE WILLOW FOUNDATION IS TOSTRENGTHEN AND SUPPORT THE GREATER HAZLETON AREA BY PROVIDING A DAY SHELTER/RESOURCE HUB FOR INDIVIDUALS AND FAMILIES EXPERIECING OR AT RISK O HOMELESSNESS AND/OR FOOD INSECURITY WHILE ADVOCATIONG FOR LOCALLY DRIVEN, COLLABORATIVE SOLUTIONS TO END HOMELESSNESS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$277,367CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$277,367CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$103,706CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$44,554CYOtherExpensesAmt
CY Total Expenses$148,260CYTotalExpensesAmt
CY Revenues Less Expenses$129,107CYRevenuesLessExpensesAmt
Total Assets EOY$129,107TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$129,107NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE WILLOW FOUNDATION IS TOSTRENGTHEN AND SUPPORT THE GREATER HAZLETON AREA BY PROVIDING A DAY SHELTER/RESOURCE HUB FOR INDIVIDUALS AND FAMILIES EXPERIECING OR AT RISK O HOMELESSNESS AND/OR FOOD INSECURITY WHILE ADVOCATIONG FOR LOCALLY DRIVEN, COLLABORATIVE SOLUTIONS TO END HOMELESSNESS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$147,028ExpenseAmt
DescTHE MISSION OF THE WILLOW FOUNDATION IS TO HONOR ONE'S LIFE EXPERIENCES WHILE FOCUSING ON HOLISTIC WELL-BEING. PROVIDING A DAY SHELTER/RESOURCE HUB FOR INDIVIDUALS AND FAMILIES EXPERIENCING OR AT RISK OF HOMELESSNESS AND/OR FOOD INSECURITY WHILE ADVOCATING FOR LOCALLY DRIVEN, COLLAVORATIVE SOLUTIONS TO END HOMELESSNESSDesc
Total Program Service Expenses$147,028TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKRISTEN TOPOLSKIPersonNm
Phone5704557000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1287 WEST BUTLER DRIVEAddressLine1Txt
CityDRUMSCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18222ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
HOLLIE BROWING
OFFICER8.00Yes (X)$0$0$0
AMANDA GIPSON
OFFICER8.00Yes (X)$0$0$0
LYNDSAY GUIRIN
OFFICER8.00Yes (X)$0$0$0
SARAH HELCOSKI
PRESIDENT8.00Yes (X)$0$0$0
KRISTEN TOPOLSKI
VICE PRESIDE8.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$228,067GovernmentGrantsAmt
All Other Contributions$49,300AllOtherContributionsAmt
Total Contributions$277,367TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$277,367TotalRevenueColumnAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$95,561TotalAmt
Program Services$95,561ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,145TotalAmt
Program Services$8,145ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$77TotalAmt
Program Services$77ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,232TotalAmt
Management And General$1,232ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,980TotalAmt
Program Services$19,980ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,107TotalAmt
Program Services$15,107ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$541TotalAmt
Program Services$541ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$865TotalAmt
Program Services$865ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SUPPLIES$4,398$4,398
REPAIRS & MAINTENANCE$2,354$2,354

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$148,260TotalAmt
Program Services$147,028ProgramServicesAmt
Management And General$1,232ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$112,674EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$17,298LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$865LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$16,433EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$129,107EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$129,107EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$129,107EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$129,107EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$129,107ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$277,367CurrentTaxYearAmt
Total$277,367TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$277,367CurrentTaxYearAmt
Total$277,367TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$37,706SubstantialContributorsTotAmt
Public Support Total170$239,661PublicSupportTotal170Amt
Total Support$277,367TotalSupportAmt
Public Support CY1700.86410PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,258OtherCostOrOtherBasisAmt
Depreciation$313DepreciationAmt
Book Value$5,945BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,040OtherCostOrOtherBasisAmt
Depreciation$552DepreciationAmt
Book Value$10,488BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,433TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE MISSION OF THE WILLOW FOUNDATION IS TOSTRENGTHEN AND SUPPORT THE GREATER HAZLETON AREA BY PROVIDING A DAY SHELTER/RESOURCE HUB FOR INDIVIDUALS AND FAMILIES EXPERIECING OR AT RISK O HOMELESSNESS AND/OR FOOD INSECURITY WHILE ADVOCATIONG FOR LOCALLY DRIVEN, COLLABORATIVE SOLUTIONS TO END HOMELESSNESS.
FORM 990, PAGE 6, PART VI, LINE 11BORGANIZATION GIVEN 990 TO REVIEW ONCE COMPLETE BEFORE IT IS FILED
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE MADE AVAILABLE UPON REQUEST

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