Nonprofit · EIN 34-0726069
WALTON RETIREMENT HOME
Tax-exempt · BARNESVILLE, OH 43713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,555,492 | $1,463,902 | $91,590 | $1,466,329 | $10,655 | $1,455,674 |
| June 30, 2024 | 990 | $1,354,437 | $1,233,420 | $121,017 | $1,419,694 | $22,225 | $1,397,469 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $58,159
- Program service revenue
- $1,425,958
- Investment income
- $71,375
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $59,410
- Other salaries and wages
- $712,339
- Salaries, compensation and benefits (total)
- $896,734
- Professional fundraising fees
- $0
- Occupancy
- $28,729
- Depreciation
- $3,039
- Program services (functional)
- $1,463,902
Balance sheet and other
- Total assets, start of year
- $1,419,694
- Total assets, end of year
- $1,466,329
- Total liabilities, end of year
- $10,655
- Net assets, end of year
- $1,455,674
- Land, buildings and equipment
- $67,543
- Publicly traded securities
- $900,171
- Net assets without donor restrictions
- $555,597
- Net assets with donor restrictions
- $900,077
- Gross receipts
- $1,555,492
- Employees
- 35
- Year formed
- 1944
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA MOORE | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $59,410 |
| SHARON HELMS | BD MEMBER Trustee or director | 2 | $0 |
| MARIE BUNDY | BD MEMBER-SECRETARY Trustee or director, Officer | 2 | $0 |
| REBECCA HAWKINS | BD MEMBER Trustee or director | 2 | $0 |
| BOB ROCKWELL | BD MEMBER-PRESIDENT Trustee or director, Officer | 2 | $0 |
| ANDREW WOODS | BD MEMBER Trustee or director | 2 | $0 |
| DAVE CASTERLINE | BD MEMBER Trustee or director | 2 | $0 |
| JEAN COOPER | BD MEMBER Trustee or director | 2 | $0 |
| KATHY KOVALICK | BD MEMBER Trustee or director | 2 | $0 |
| CYNTHIA MCGEE | BD MEMBER Trustee or director | 2 | $0 |
| DENISE TROY | BD MEMBER Trustee or director | 2 | $0 |
| KAREN WALSH | BD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEIDI PALMER | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $78,900 |
| SHARON HELMS | BD MEMBER Trustee or director | 2 | $0 |
| MARIE BUNDY | BD MEMBER-SECRETARY Trustee or director, Officer | 2 | $0 |
| REBECCA HAWKINS | BD MEMBER Trustee or director | 2 | $0 |
| BOB ROCKWELL | BD MEMBER-PRESIDENT Trustee or director, Officer | 2 | $0 |
| ANDREW WOODS | BD MEMBER Trustee or director | 2 | $0 |
| DAVE CASTERLINE | BD MEMBER Trustee or director | 2 | $0 |
| JEAN COOPER | BD MEMBER Trustee or director | 2 | $0 |
| KATHY KOVALICK | BD MEMBER Trustee or director | 2 | $0 |
| CYNTHIA MCGEE | BD MEMBER Trustee or director | 2 | $0 |
| DENISE TROY | BD MEMBER Trustee or director | 2 | $0 |
| KAREN WALSH | BD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1254 E MAIN ST, BARNESVILLE, OH 43713-9108
- Principal officer (990 for 2024)
- KRISTINA MOORE, 1254 E MAIN ST, BARNESVILLE, OH 43713
- Signed the 990
- KRISTINA MOORE, EXECUTIVE DIRECTOR
- Phone
- (740) 425-2344
- Return prepared by
- WILLIAM KNOX CPA
Mission
PROVIDE REST HOME CARE TO THE ELDERLY.
Program accomplishments
- OPERATION OF A RETIREMENT AND ASSISTED LIVING FACILITY.Expenses $1,463,902 · revenue $1,425,958
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 34-0726069
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75Z)
- Assets (IRS master file)
- $1,466,329
- Income (IRS master file)
- $1,555,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,555,492 | $1,463,902 | $1,466,329 | XML |
| 990 | June 2024 | $1,354,437 | $1,233,420 | $1,419,694 | XML |
| 990 | June 2023 | $1,245,847 | $1,237,434 | $1,310,447 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0726069).
Questions about WALTON RETIREMENT HOME
- What is the EIN of WALTON RETIREMENT HOME?
- The employer identification number (EIN) of WALTON RETIREMENT HOME is 34-0726069.
- Is WALTON RETIREMENT HOME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to WALTON RETIREMENT HOME tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALTON RETIREMENT HOME file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WALTON RETIREMENT HOME due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTON RETIREMENT HOME last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WALTON RETIREMENT HOME?
- The 990 for the year ended June 30, 2025 names KRISTINA MOORE.
- Who are the officers and directors of WALTON RETIREMENT HOME?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $59,410 (KRISTINA MOORE, EXECUTIVE DIRECTOR).
- How much revenue does WALTON RETIREMENT HOME have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,555,492, expenses of $1,463,902 and total assets of $1,466,329 at year end.
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