Walton Retirement Home
- Assets
- $1.3m
- Revenue
- $1.2m
- Investments
- $0.0
- Employees
- 39
- Location
- Barnesville, OH
- Founding
- 02/1996
- Data as of
- 06/2022
- EIN
- 34-0726069
Organization Overview
Walton Retirement Home is located in Barnesville, OH. The organization was established in 1996. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 06/2022, Walton Retirement Home employed 39 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Walton Retirement Home is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Walton Retirement Home generated $1.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $1.2m during the year ending 06/2022. While expenses have increased by 4.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
WALTON RETIREMENT HOME PROVIDES REST HOME CARE TO THE ELDERLY IN A TRADITIONAL REST HOME ENVIRONMENT AND IN AN INDEPENDENT LIVING ARRANGEMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATION OF A RETIREMENT AND ASSISTED LIVING FACILITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jaime Helmick Executive Director | OfficerTrustee | 40 | $74,640 |
Marie Bundy Bd Member-Secretary | OfficerTrustee | 2 | $0 |
Bob Rockwell Bd Member-President | OfficerTrustee | 2 | $0 |
Rebecca Hawkins Bd Member | Trustee | 2 | $0 |
Dave Casterline Bd Member | Trustee | 2 | $0 |
Andrew Woods Bd Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $20,700 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $20,700 |
| Total Program Service Revenue | $996,374 |
| Investment income | $189,677 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,206,751 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $74,640 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $494,909 |
| Pension plan accruals and contributions | $13,003 |
| Other employee benefits | $60,369 |
| Payroll taxes | $43,570 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,137 |
| Office expenses | $7,784 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $29,613 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $2,255 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $6,359 |
| Insurance | $28,939 |
| All other expenses | $60,389 |
| Total functional expenses | $1,165,886 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $382,594 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $34,414 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $76,712 |
| Investments—publicly traded securities | $819,171 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,312,891 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $44,915 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $44,915 |
| Net assets without donor restrictions | $448,899 |
| Net assets with donor restrictions | $819,077 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,312,891 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Walton Retirement Home has recieved totaling $102.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $102 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Evergreens Fort Washington, PA | $100,353,926 | $21,284,774 |
Sunset Retirement Communities Inc Toledo, OH | $108,190,573 | $24,563,176 |
Brethren Retirement Community Greenville, OH | $42,948,048 | $21,022,668 |
Artman Lutheran Home Ambler, PA | $58,762,001 | $19,567,052 |
Presbyterian Homes And Services Of Ky Inc Louisville, KY | $21,197,492 | $21,992,512 |
Friendship Village Of Columbus Ohio Inc Columbus, OH | $29,113,635 | $19,234,809 |
Trinity Continuing Care Services Indiana Inc Farmington Hills, MI | $52,731,208 | $17,209,435 |
Swiss Village Inc Berne, IN | $36,821,357 | $17,319,920 |
South Franklin Circle Chagrin Falls, OH | $119,628,647 | $17,611,481 |
Bethlen Home Of The Hungarian Reformed Federation Of America Ligonier, PA | $24,911,659 | $19,095,488 |
Franklin United Methodist Home Inc Franklin, IN | $75,232,007 | $21,825,584 |
Evangelical Services For The Aging Warminster, PA | $46,788,382 | $16,687,453 |