Skip to content
ProPublica Donate
ProPublica Donate

The Willows Foundation Inc

  • Laguna Hills, CA
  • Tax-exempt since Dec. 1961
  • EIN: 95-2078512

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.14M (2023)

Expenses
$4.63M (2023)

Total Assets
$8.41M (2023)

Total Liabilities
$479k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,140,075
Expenses
$4,633,635
Net Income
-$493,560
Net Assets
$7,930,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $703,249
17.0%
Program Services $3,213,745
77.6%
Investment Income $63,646
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $84,319
2.0%
Net Inventory Sales $0
Other Revenue $75,116
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $162,793
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,881,758
40.6%
Assets/Debt
Total Assets $8,409,216
Total Liabilities $478,607
Net Assets $7,930,609
Compensation
Key Employees and Officers Compensation Related Other
Jon T Herzer (Executive Director (Thru 11/2022)) $148,883 $0 $0
Dan Craig (Facilities Director (Interim E.D.)) $98,996 $0 $0
Richard Clarke (Board President) $7,933 $0 $0
John Bryant (Board Secretary (Thru 09/2023)) $0 $0 $0
Tom Sebring (Board Secretary (As Of 03/2023)) $0 $0 $0
Doug Yeoman (Board Treasurer) $0 $0 $0
David Cook (Director) $0 $0 $0
Dorene Ford (Director) $0 $0 $0
Elizabeth Jones (Director) $0 $0 $0
David Stephen Dewindt (Executive Director (As Of 01/2023)) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,136,704
Expenses
$4,395,710
Net Income
$740,994
Net Assets
$8,036,560
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,227,248
43.4%
Program Services $2,766,524
53.9%
Investment Income $46,104
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $79,270
1.5%
Net Inventory Sales $0
Other Revenue $17,558
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $167,303
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,650,579
37.5%
Assets/Debt
Total Assets $8,636,869
Total Liabilities $600,309
Net Assets $8,036,560
Compensation
Key Employees and Officers Compensation Related Other
Jon T Herzer (Executive Director) $117,625 $0 $30,965
Rich Clarke (Board President) $0 $0 $0
Ann Pendleton (Board Vice President (Thru 8/2022)) $0 $0 $0
Doug Yeoman (Board Treasurer) $0 $0 $0
John Bryant (Board Secretary) $0 $0 $0
Richard Davenport (Director) $0 $0 $0
Dorene Ford (Director) $0 $0 $0
David Cook (Director) $0 $0 $0
Susan Bates (Director (Thru 8/2022)) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,328,616
Expenses
$3,599,938
Net Income
$728,678
Net Assets
$7,706,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,389,702
32.1%
Program Services $2,603,390
60.1%
Investment Income $35,845
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $277,448
6.4%
Net Inventory Sales $0
Other Revenue $22,231
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $148,861
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,427,567
39.7%
Assets/Debt
Total Assets $8,195,652
Total Liabilities $489,528
Net Assets $7,706,124
Compensation
Key Employees and Officers Compensation Related Other
Jon T Herzer (Executive Director) $117,625 $0 $30,960
Catherine Harrison (Board President Thru 1/2021) $0 $0 $0
Rich Clarke (Board President As Of 1/2021) $0 $0 $0
Ann Pendleton (Board Vice President) $0 $0 $0
Doug Yeoman (Board Treasurer) $0 $0 $0
John Bryant (Board Secretary) $0 $0 $0
Richard Davenport (Director) $0 $0 $0
Tina Pirazzi (Director Thru 12/2020) $0 $0 $0
Dorene Ford (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,237,293
Expenses
$3,601,669
Net Income
-$364,376
Net Assets
$6,817,842
Notable Sources of Revenue Percent of Total Revenue
Contributions $672,786
20.8%
Program Services $2,618,169
80.9%
Investment Income $49,283
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$127,610
Net Inventory Sales $0
Other Revenue $24,665
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $148,861
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,423,759
39.5%
Assets/Debt
Total Assets $7,278,198
Total Liabilities $460,356
Net Assets $6,817,842
Compensation
Key Employees and Officers Compensation Related Other
Jon T Herzer (Executive Director) $117,902 $0 $30,960
Catherine Harrison (Board President) $0 $0 $0
Rich Clarke (Board Vice President) $0 $0 $0
Doug Yeoman (Board Treasurer) $0 $0 $0
John Bryant (Board Secretary) $0 $0 $0
Richard Davenport (Director) $0 $0 $0
Tina Pirazzi (Director) $0 $0 $0
Ann Pendleton (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,171,595
Expenses
$3,281,011
Net Income
-$109,416
Net Assets
$7,014,701
Notable Sources of Revenue Percent of Total Revenue
Contributions $129,924
4.1%
Program Services $2,812,806
88.7%
Investment Income $75,081
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,432
2.1%
Net Inventory Sales $0
Other Revenue $87,352
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $140,608
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,237,826
37.7%
Assets/Debt
Total Assets $7,710,740
Total Liabilities $696,039
Net Assets $7,014,701
Compensation
Key Employees and Officers Compensation Related Other
Jon T Herzer (Executive Director) $109,648 $0 $30,960
Catherine Harrison (Board President) $0 $0 $0
Rich Clarke (Board Vice President) $0 $0 $0
Doug Yeoman (Board Treasurer) $0 $0 $0
John Bryant (Board Secretary) $0 $0 $0
Richard Davenport (Director) $0 $0 $0
Tina Pirazzi (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 18, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,303,968
Expenses
$3,294,131
Net Income
$1,009,837
Net Assets
$7,230,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,090,285
25.3%
Program Services $2,885,324
67.0%
Investment Income $48,424
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $132,344
3.1%
Net Inventory Sales $0
Other Revenue $147,591
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $157,965
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,155,570
35.1%
Assets/Debt
Total Assets $7,728,653
Total Liabilities $498,354
Net Assets $7,230,299
Compensation
Key Employees and Officers Compensation Related Other
Douglas Mayer Until 080818 (Executive Director) $93,883 $0 $28,917
John Bryant (Chairman) $0 $0 $0
Rich Clarke (Vice Chairman) $0 $0 $0
Bill Cunningham (Vice Chairman (Thru April, 2018)) $0 $0 $0
Doug Yeoman (Treasurer) $0 $0 $0
Kay Harrison (Secretary) $0 $0 $0
Tom Knoy (Director) $0 $0 $0
Richard Davenport (Director) $0 $0 $0
Jon T Herzer Started 070918 (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,232,958
Expenses
$3,035,664
Net Income
$197,294
Net Assets
$6,244,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,173
4.6%
Program Services $2,877,868
89.0%
Investment Income $29,677
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $71,101
2.2%
Net Inventory Sales $0
Other Revenue $107,139
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $137,102
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,097,759
36.2%
Assets/Debt
Total Assets $6,640,567
Total Liabilities $395,732
Net Assets $6,244,835
Compensation
Key Employees and Officers Compensation Related Other
Doug Mayer (Executive Director) $93,882 $0 $28,917
John Bryant (Chairman) $0 $0 $0
Bill Cunningham (Vice Chairman) $0 $0 $0
Kay Harrison (Secretary) $0 $0 $0
Tom Knoy (Director) $0 $0 $0
Doug Yeoman (Director) $0 $0 $0
Barry Walson (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,884,796
Expenses
$2,785,877
Net Income
$98,919
Net Assets
$6,408,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $268,272
9.3%
Program Services $2,485,303
86.2%
Investment Income $86,949
3.0%
Bond Proceeds $0
Royalties $242
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,050
1.2%
Net Inventory Sales $0
Other Revenue $7,980
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $1,451
0.1%
Other Salaries and Wages $1,118,408
40.1%
Assets/Debt
Total Assets $6,820,075
Total Liabilities $411,824
Net Assets $6,408,251
Compensation
Key Employees and Officers Compensation Related Other
John Bryant (Chairman) $0 $0 $0
Barry Walson (Vice Chairman) $0 $0 $0
Nancy Kraus (Secretary) $0 $0 $0
Bill Cunningham (Member) $0 $0 $0
Kay Harrison (Member) $0 $0 $0
Tom Know (Member) $0 $0 $0
Doug Yeoman (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 1, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,435,013
Expenses
$2,539,021
Net Income
-$104,008
Net Assets
$5,779,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $158,936
6.5%
Program Services $2,390,579
98.2%
Investment Income $44,629
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$159,131
Notable Expenses Percent of Total Expenses
Executive Compensation $106,693
4.2%
Professional Fundraising Fees $6,400
0.3%
Other Salaries and Wages $743,553
29.3%
Assets/Debt
Total Assets $6,215,788
Total Liabilities $436,520
Net Assets $5,779,268
Compensation
Key Employees and Officers Compensation Related Other
Douglas Mayer (Administrator) $106,693 $0 $0
Bill Cunningham (Director) $0 $0 $0
John Bryant (Chairman) $0 $0 $0
Barry Walson (Vice Chairman) $0 $0 $0
Tom Knoy (Director) $0 $0 $0
Nancy Krause (Secretary) $0 $0 $0
Howard Mead (Treasurer) $0 $0 $0
Mark Fleming (Director) $0 $0 $0
Christine Weiner (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 24, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,166,575
Expenses
$2,145,663
Net Income
$20,912
Net Assets
$5,850,367
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,718
3.7%
Program Services $2,054,479
94.8%
Investment Income $45,542
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $138,203
6.4%
Net Inventory Sales -$152,367
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $99,763
4.6%
Professional Fundraising Fees $10,000
0.5%
Other Salaries and Wages $686,316
32.0%
Assets/Debt
Total Assets $6,241,836
Total Liabilities $391,469
Net Assets $5,850,367
Compensation
Key Employees and Officers Compensation Related Other
Douglas L Mayer (Administrator) $72,274 $0 $27,489
Dian D Hughes (Director) $0 $0 $0
John Bryant (Chairman) $0 $0 $0
Barry Walson (Vice Chairman) $0 $0 $0
Tom Knoy (Director) $0 $0 $0
Nancy Krause (Secretary) $0 $0 $0
Howard Mead (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 3, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,845,113
Expenses
$1,947,303
Net Income
-$102,190
Net Assets
$5,800,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,544
3.0%
Program Services $1,873,954
> 100%
Investment Income $57,010
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,259
Net Inventory Sales -$135,136
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $119,581
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $639,678
32.8%
Assets/Debt
Total Assets $6,174,830
Total Liabilities $374,218
Net Assets $5,800,612

Document Links

990
Filed on March 20, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,206,647
Expenses
$1,746,343
Net Income
$460,304
Net Assets
$5,732,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $450,460
20.4%
Program Services $1,871,767
84.8%
Investment Income $36,608
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,987
Net Inventory Sales -$142,201
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $107,355
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $602,705
34.5%
Assets/Debt
Total Assets $6,080,437
Total Liabilities $348,163
Net Assets $5,732,274

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,822,924
Expenses
$1,626,843
Net Income
$196,081
Net Assets
$5,121,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,543
1.1%
Program Services $1,909,043
> 100%
Investment Income $36,412
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,983
Net Inventory Sales -$136,091
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $108,811
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $559,340
34.4%
Assets/Debt
Total Assets $5,591,110
Total Liabilities $469,116
Net Assets $5,121,994

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated