STRATEGY STUDIO / PUBLIC DATA EXPLORER

WALTON RETIREMENT HOME

Cite this

Plain text WALTON RETIREMENT HOME. Strategy Studio, nonprofit organization profile, tax years 2020–2024. https://strategystudio.org/org/340726069. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). WALTON RETIREMENT HOME [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/340726069

MLA “WALTON RETIREMENT HOME.” Strategy Studio, tax years 2020–2024, https://strategystudio.org/org/340726069. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2020–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $1.6M · expenses $1.5M · assets $1.5M

EIN
34-0726069
Address
1254 E MAIN ST, BARNESVILLE, OH 43713-9108
NTEE code
P75Z
Subsection
501(c)(3)
Ruling year
1996
Cross-check
ProPublica Nonprofit Explorer

Mission

PROVIDE REST HOME CARE TO THE ELDERLY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Kristina Moore EXECUTIVE DIRECTOR2024 $59,410$59,410 1
Heidi Palmer (former) EXECUTIVE DIRECTOR2022-2023 $78,900$155,669 1
Jaime Helmick (former) EXECUTIVE DIRECTOR2020-2021 $74,640$145,137 1

Officers and directors, no compensation reported

11 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sharon Helms BD MEMBER2020-2024 2 $0 reported 1
Marie Bundy BD MEMBER-SECRETARY2020-2024 2 $0 reported 1
Rebecca Hawkins BD MEMBER2020-2024 2 $0 reported 1
Bob Rockwell BD MEMBER-PRESIDENT2020-2024 2 $0 reported 1
Andrew Woods BD MEMBER2020-2024 2 $0 reported 1
Dave Casterline BD MEMBER2020-2024 2 $0 reported 1
Jean Cooper BD MEMBER2020-2024 2 $0 reported 1
Kathy Kovalick BD MEMBER2020-2024 2 $0 reported 1
Cynthia Mcgee BD MEMBER2020-2024 2 $0 reported 1
Denise Troy BD MEMBER2020-2024 2 $0 reported 1
Karen Walsh BD MEMBER2020-2024 2 $0 reported 1

People by year

2024 · 12 people listed · 1 paid, $59K · 35 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KRISTINA MOORE EXECUTIVE DIRECTOR40 $59,410$0$0 $59,4101
SHARON HELMS BD MEMBER2 $0$0$0 $01
MARIE BUNDY BD MEMBER-SECRETARY2 $0$0$0 $01
REBECCA HAWKINS BD MEMBER2 $0$0$0 $01
BOB ROCKWELL BD MEMBER-PRESIDENT2 $0$0$0 $01
ANDREW WOODS BD MEMBER2 $0$0$0 $01
DAVE CASTERLINE BD MEMBER2 $0$0$0 $01
JEAN COOPER BD MEMBER2 $0$0$0 $01
KATHY KOVALICK BD MEMBER2 $0$0$0 $01
CYNTHIA MCGEE BD MEMBER2 $0$0$0 $01
DENISE TROY BD MEMBER2 $0$0$0 $01
KAREN WALSH BD MEMBER2 $0$0$0 $01
2023 · 12 people listed · 1 paid, $79K · 38 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEIDI PALMER EXECUTIVE DIRECTOR40 $78,900$0$0 $78,9001
SHARON HELMS BD MEMBER2 $0$0$0 $01
MARIE BUNDY BD MEMBER-SECRETARY2 $0$0$0 $01
REBECCA HAWKINS BD MEMBER2 $0$0$0 $01
BOB ROCKWELL BD MEMBER-PRESIDENT2 $0$0$0 $01
ANDREW WOODS BD MEMBER2 $0$0$0 $01
DAVE CASTERLINE BD MEMBER2 $0$0$0 $01
JEAN COOPER BD MEMBER2 $0$0$0 $01
KATHY KOVALICK BD MEMBER2 $0$0$0 $01
CYNTHIA MCGEE BD MEMBER2 $0$0$0 $01
DENISE TROY BD MEMBER2 $0$0$0 $01
KAREN WALSH BD MEMBER2 $0$0$0 $01
2022 · 12 people listed · 1 paid, $77K · 46 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEIDI PALMER EXECUTIVE DIRECTOR40 $76,769$0$0 $76,7691
SHARON HELMS BD MEMBER2 $0$0$0 $01
MARIE BUNDY BD MEMBER-SECRETARY2 $0$0$0 $01
REBECCA HAWKINS BD MEMBER2 $0$0$0 $01
BOB ROCKWELL BD MEMBER-PRESIDENT2 $0$0$0 $01
ANDREW WOODS BD MEMBER2 $0$0$0 $01
DAVE CASTERLINE BD MEMBER2 $0$0$0 $01
JEAN COOPER BD MEMBER2 $0$0$0 $01
KATHY KOVALICK BD MEMBER2 $0$0$0 $01
CYNTHIA MCGEE BD MEMBER2 $0$0$0 $01
DENISE TROY BD MEMBER2 $0$0$0 $01
KAREN WALSH BD MEMBER2 $0$0$0 $01
2021 · 12 people listed · 1 paid, $75K · 39 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAIME HELMICK EXECUTIVE DIRECTOR40 $74,640$0$0 $74,6401
SHARON HELMS BD MEMBER2 $0$0$0 $01
MARIE BUNDY BD MEMBER-SECRETARY2 $0$0$0 $01
REBECCA HAWKINS BD MEMBER2 $0$0$0 $01
BOB ROCKWELL BD MEMBER-PRESIDENT2 $0$0$0 $01
ANDREW WOODS BD MEMBER2 $0$0$0 $01
DAVE CASTERLINE BD MEMBER2 $0$0$0 $01
JEAN COOPER BD MEMBER2 $0$0$0 $01
KATHY KOVALICK BD MEMBER2 $0$0$0 $01
CYNTHIA MCGEE BD MEMBER2 $0$0$0 $01
DENISE TROY BD MEMBER2 $0$0$0 $01
KAREN WALSH BD MEMBER2 $0$0$0 $01
2020 · 12 people listed · 1 paid, $70K · 35 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAIME HELMICK EXECUTIVE DIRECTOR40 $70,497$0$0 $70,4971
SHARON HELMS BD MEMBER2 $0$0$0 $01
MARIE BUNDY BD MEMBER-SECRETARY2 $0$0$0 $01
REBECCA HAWKINS BD MEMBER2 $0$0$0 $01
BOB ROCKWELL BD MEMBER-PRESIDENT2 $0$0$0 $01
ANDREW WOODS BD MEMBER2 $0$0$0 $01
DAVE CASTERLINE BD MEMBER2 $0$0$0 $01
JEAN COOPER BD MEMBER2 $0$0$0 $01
KATHY KOVALICK BD MEMBER2 $0$0$0 $01
CYNTHIA MCGEE BD MEMBER2 $0$0$0 $01
DENISE TROY BD MEMBER2 $0$0$0 $01
KAREN WALSH BD MEMBER2 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$1,555,492$1,463,902 $1,466,329$1,455,674 $58,159$1,425,958 $59,41035-
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$1,354,437$1,233,420 $1,419,694$1,397,469 $96,652$1,193,724 $78,90038-
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$1,245,847$1,237,434 $1,310,447$1,277,431 $37,363$1,144,581 $76,76946-
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$1,206,751$1,165,886 $1,312,891$1,267,976 $20,700$996,374 $74,64039-
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$1,046,469$1,068,263 $1,306,531$1,227,777 $25,719$963,730 $70,49735-

Funders of this organization

2 grantors reported grants to this organization, $1,401 in all, tax years 2020 to 2023. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
GE FOUNDATION Private foundation Fuzzy filed as “WALTON RETIREMENT HOME” 2020 1$1,000 2020$1,000
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “WALTON RETIREMENT HOME” 2020-2023 4$401 2023$88
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PAISLEY HOUSEOHP75 $1,317,858$1,207,859 EXECUTIVE DI$93,965 Same NTEE code P75, revenue within 2x, same state
LOUREXIS INCOHP75 $1,233,646$1,023,851 PRESIDENT/TREASURER$0 Same NTEE code P75, revenue within 2x, same state
EASTWOOD RESIDENTIAL LIVING INCOHP75 $2,000,342$1,879,278 PRESIDENT$0 Same NTEE code P75, revenue within 2x, same state
ST MARGARET HALLOHP75 $1,355,209$69,506 PRESIDENT / CEO / COO$767,669 Same NTEE code P75, revenue within 2x, same state
WESLEY GLEN HEALTH SERVICES CORPORATIONOHP75 $1,026,776$435,878 CEO/PRESIDENT$1,114,255 Same NTEE code P75, revenue within 2x, same state
ST AUGUSTINE GROUP HOME INCFLP75 $2,606,052$2,890,124 CHAIRMAN/SEC$0 Same NTEE code P75, revenue within 2x, similar mission
GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON INCWAP75 $1,192,638$1,007,204 PRESIDENT & CEO$1,184,579 Same NTEE code P75, revenue within 2x
METROPOLITAN DETROIT BAPTIST MANORMIP75 $2,158,467$2,189,778 CEO/PRESIDENT$265,044 Same NTEE code P75, revenue within 2x, similar mission
AMERICAN BAPTIST RETIREMENT HOMES INCWAP75 $2,745,571$1,194,027 Administrator$81,446 Same NTEE code P75, revenue within 2x
LAURENS MEMORIAL HOME FOR THE AGED INCSCP75 $884,267$1,013,968 CHAIRMAN$0 Same NTEE code P75, revenue within 2x, similar mission
HIGHLAND HOMEILP75 $893,198$886,738 PRESIDENT$2,500 Same NTEE code P75, revenue within 2x, similar mission
LUTHER CARE SERVICESIAP75 $829,849$865,519 RN$175,512 Same NTEE code P75, revenue within 2x, similar mission
JOHN GEORGE HOME INCMIP75 $2,045,060$1,836,867 ADMINISTRATO$226,878 Same NTEE code P75, revenue within 2x, similar mission
HARRY AND JEANETTE WEINBERG WOODS INCMDP75 $852,995$984,971 SECRETARY$280,444 Same NTEE code P75, revenue within 2x, similar mission
SHIRLEY HOME FOR THE AGED INCPAP75 $895,450$892,807 ADMINISTRATOR$61,026 Same NTEE code P75, revenue within 2x, similar mission
VERNON CONTINUING CARE HOMES INCMEP75 $1,509,760$1,290,756 Executive Director$146,415 Same NTEE code P75, revenue within 2x, similar mission
MARSHALL HOME FOR MEN INCAZP75 $1,361,545$1,212,403 Director$87,100 Same NTEE code P75, revenue within 2x
ROCKWOOD LANEWAP75 $1,914,597$1,825,082 PRESIDENT$294,378 Same NTEE code P75, revenue within 2x, similar mission
RICHMOND ELDERCARE COALITIONMEP75 $818,867$759,507 ADMINISTRATOR$29,333 Same NTEE code P75, revenue within 2x, similar mission
MENNONITE FELLOWSHIP HOME INCMDP75 $1,042,890$846,257 Treasurer$9,000 Same NTEE code P75, revenue within 2x
MENNO OLIVET CARE CENTER INCSDP75 $2,492,432$2,960,812 ADMINISTRATOR$57,710 Same NTEE code P75, revenue within 2x, similar mission
EBERHARDT VILLAGE INCILP75 $1,251,882$1,040,569 ADMINISTRATOR$47,578 Same NTEE code P75, revenue within 2x, similar mission
RACHEL SOVEREIGN MEMORIAL HOMEMIP75 $926,017$864,207 ASST. RECORDING SECRETARY$0 Same NTEE code P75, revenue within 2x
MARYLAND BAPTIST AGED HOME OF THE UNITED BAPTIST MISSIONARY CONVEN-MDP75 $2,408,701$2,230,739 ADMINISTRATOR$108,160 Same NTEE code P75, revenue within 2x
SARAH HARDING HOME FOR THE AGED INCIAP75 $1,061,721$1,217,042 PRESIDENT$0 Same NTEE code P75, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,776,95011 42016–2024 ELDERCARE NETWORK OF LINCOLN COUNTY; GIANNA HOMES-SURSUM CORDA; CARDINAL RITTER INSTITUTE RESIDENTIAL SERVICES CORPORATION; ROCKWOOD RESIDENTS FOUNDATION
CINCINNATI FOUNDATION FOR THE AGED Private foundation$656,18215 12010–2024 ST MARGARET HALL
Dorothy Blakely Foundation Private foundation$453,0005 12011–2015 JOHN GEORGE HOME INC
DYSON FOUNDATION Private foundation$328,0008 12012–2024 VASSAR-WARNER HOME
NORRIS & MARY JANE MCPHERSON MEMORIAL FUND Private foundation$245,48511 12014–2024 EASTERN STAR HOME IN KENTUCKY
DONOR ADVISED CHARITABLE GIVING DAF sponsor$233,55514 62014–2024 ROCKWOOD RESIDENTS FOUNDATION; WILLAMETTE MANOR INC; MARSHALL HOME FOR MEN INC; GIANNA HOMES-SURSUM CORDA and 2 more
IRENE BESTE TR 774 UA FBO HIGHLAND HOME Private foundation$165,5487 12019–2025 HIGHLAND HOME
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$149,4601 12021–2021 COMMUNITY HOUSING RESOURCE PARTNERS INC
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY DAF sponsor$140,0619 12015–2023 VASSAR-WARNER HOME
GREATER CINCINNATI FOUNDATION DAF sponsor$127,0504 12014–2019 ST MARGARET HALL
CONSUMERS ENERGY FOUNDATION Private foundation$125,0001 12023–2023 JOHN GEORGE HOME INC
JUDD S ALEXANDER FOUNDATION INC Private foundation$100,0001 12020–2020 HOMME HEIGHTS INC
MARGE & CHARLES J SCHOTT FOUNDATION Private foundation$100,0002 12013–2018 ST MARGARET HALL
ASSOCIATED CATHOLIC CHARITIES INC DAF sponsor$96,8622 12016–2021 TRINITY HOUSE APARTMENTS INC
WT AND EDNA M DAHL TRUST Private foundation$75,0001 12014–2014 LUTHER CARE SERVICES

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $1,463,902 spent · pay $896,734 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $712,339$712,339-- 48.7%
Other (as described)RESIDENT PROVISIONS EXPENSES $163,093$163,093-- 11.1%
Other (as described)UTILITIES $108,879$108,879-- 7.4%
Other (as described)MAINTENANCE $96,034$96,034-- 6.6%
All other expenses $64,020$64,020-- 4.4%
Pay: officers, directors, trustees, key employees $59,410$59,410-- 4.1%
Payroll taxes $58,917$58,917-- 4.0%
Other employee benefits $50,591$50,591-- 3.5%
Insurance $49,550$49,550-- 3.4%
Other (as described)GENERAL ADMINISTRATION OPERATING $38,619$38,619-- 2.6%
Occupancy $28,729$28,729-- 2.0%
Pension plan contributions $15,477$15,477-- 1.1%
Office expenses $12,354$12,354-- 0.8%
Depreciation and depletion $3,039$3,039-- 0.2%
Advertising and promotion $2,851$2,851-- 0.2%
Total$1,463,902100%

View the filing

2023 · Form 990 · $1,233,420 spent · pay $783,055 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $595,179$595,179-- 48.3%
Other (as described)RESIDENT PROVISIONS EXPENSES $125,000$125,000-- 10.1%
Other (as described)UTILITIES $112,051$112,051-- 9.1%
Pay: officers, directors, trustees, key employees $78,900$78,900-- 6.4%
Other (as described)MAINTENANCE $65,378$65,378-- 5.3%
Payroll taxes $50,169$50,169-- 4.1%
Other employee benefits $48,422$48,422-- 3.9%
All other expenses $42,428$42,428-- 3.4%
Other (as described)GENERAL ADMINISTRATION OPERATING $37,398$37,398-- 3.0%
Insurance $35,324$35,324-- 2.9%
Occupancy $18,552$18,552-- 1.5%
Pension plan contributions $10,385$10,385-- 0.8%
Office expenses $7,822$7,822-- 0.6%
Advertising and promotion $3,373$3,373-- 0.3%
Depreciation and depletion $3,039$3,039-- 0.2%
Total$1,233,420100%

View the filing

2022 · Form 990 · $1,237,434 spent · pay $749,423 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $555,361$555,361-- 44.9%
Other (as described)RESIDENT PROVISIONS EXPENSES $139,019$139,019-- 11.2%
Other (as described)UTILITIES $95,932$95,932-- 7.8%
Pay: officers, directors, trustees, key employees $76,769$76,769-- 6.2%
Other (as described)MAINTENANCE $75,956$75,956-- 6.1%
All other expenses $72,677$72,677-- 5.9%
Other employee benefits $54,599$54,599-- 4.4%
Payroll taxes $50,478$50,478-- 4.1%
Insurance $35,436$35,436-- 2.9%
Other (as described)GENERAL ADMINISTRATION OPERATING $31,197$31,197-- 2.5%
Occupancy $20,014$20,014-- 1.6%
Pension plan contributions $12,216$12,216-- 1.0%
Office expenses $9,835$9,835-- 0.8%
Advertising and promotion $3,196$3,196-- 0.3%
Depreciation and depletion $3,091$3,091-- 0.2%
Interest $1,658$1,658-- 0.1%
Total$1,237,434100%

View the filing

2021 · Form 990 · $1,165,886 spent · pay $686,491 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $494,909$494,909-- 42.4%
Other (as described)MAINTENANCE $103,335$103,335-- 8.9%
Other (as described)UTILITIES $98,606$98,606-- 8.5%
Other (as described)RESIDENT PROVISIONS EXPENSES $94,016$94,016-- 8.1%
Pay: officers, directors, trustees, key employees $74,640$74,640-- 6.4%
All other expenses $60,389$60,389-- 5.2%
Other employee benefits $60,369$60,369-- 5.2%
Other (as described)GENERAL ADMINISTRATION OPERATING $45,962$45,962-- 3.9%
Payroll taxes $43,570$43,570-- 3.7%
Occupancy $29,613$29,613-- 2.5%
Insurance $28,939$28,939-- 2.5%
Pension plan contributions $13,003$13,003-- 1.1%
Office expenses $7,784$7,784-- 0.7%
Depreciation and depletion $6,359$6,359-- 0.5%
Interest $2,255$2,255-- 0.2%
Advertising and promotion $2,137$2,137-- 0.2%
Total$1,165,886100%

View the filing

2020 · Form 990 · $1,068,263 spent · pay $596,169 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $423,211$423,211-- 39.6%
All other expenses $142,430$142,430-- 13.3%
Other (as described)MAINTENANCE $82,161$82,161-- 7.7%
Other (as described)UTILITIES $80,122$80,122-- 7.5%
Other (as described)RESIDENT PROVISIONS EXPENSES $74,533$74,533-- 7.0%
Pay: officers, directors, trustees, key employees $70,497$70,497-- 6.6%
Other employee benefits $51,642$51,642-- 4.8%
Payroll taxes $38,496$38,496-- 3.6%
Other (as described)GENERAL ADMINISTRATION OPERATING $29,100$29,100-- 2.7%
Insurance $25,565$25,565-- 2.4%
Occupancy $20,510$20,510-- 1.9%
Pension plan contributions $12,323$12,323-- 1.2%
Depreciation and depletion $7,416$7,416-- 0.7%
Office expenses $4,727$4,727-- 0.4%
Interest $3,968$3,968-- 0.4%
Advertising and promotion $1,562$1,562-- 0.1%
Total$1,068,263100%

View the filing