Nonprofit · EIN 35-1317338
WALNUT HILLS RETIREMENT COMMUNITIES INC
Tax-exempt · WALNUT CREEK, OH 44687
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,519,746 | $11,612,215 | -$2,092,469 | $14,494,506 | $18,976,163 | -$4,481,657 |
| June 30, 2024 | 990 | $10,282,623 | $10,906,781 | -$624,158 | $16,844,398 | $19,274,405 | -$2,430,007 |
| June 30, 2023 | 990 | $10,367,080 | $10,307,491 | $59,589 | $18,337,517 | $20,232,339 | -$1,894,822 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $141,095
- Program service revenue
- $9,224,411
- Investment income
- $34,368
- Net rental income
- $37,270
- Net gain from sales of assets
- -$939
- Other revenue
- $119,872
Expenses
- Grants and similar amounts paid
- $12,600
- Other salaries and wages
- $4,234,714
- Salaries, compensation and benefits (total)
- $5,060,052
- Professional fundraising fees
- $0
- Legal fees
- $7,300
- Accounting fees
- $29,200
- Occupancy
- $630,475
- Travel
- $40,010
- Depreciation
- $913,296
- Program services (functional)
- $10,667,377
- Management and general (functional)
- $944,838
Balance sheet and other
- Total assets, start of year
- $16,844,398
- Total assets, end of year
- $14,494,506
- Total liabilities, end of year
- $18,976,163
- Net assets, end of year
- -$4,481,657
- Land, buildings and equipment
- $11,361,564
- Net assets without donor restrictions
- -$4,703,545
- Net assets with donor restrictions
- $221,888
- Gross receipts
- $9,522,235
- Employees
- 195
- Volunteers
- 55
- Year formed
- 2007
- State of legal domicile
- IN
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYDELL BONTRAGER | SECRETARY Officer | 1 | $0 | $160,883 | $43,366 |
| AIMEE RIEMKE | ASSISTANT SECRETARY Officer | 1 | $0 | $162,518 | $31,415 |
| DAVID MALETICH | PRESIDENT (LEFT 01/25) Officer | 45 | $0 | $129,617 | $14,931 |
| ERIC HERSHBERGER | TREASURER (LEFT 04/25) Officer | 1 | $0 | $89,803 | $5,564 |
| CALLIE SELNER HARTUNG | ASSISTANT TREASURER (LEFT 08/24) Officer | 1 | $0 | $60,386 | $7,612 |
| CHARITY YODER | PRESIDENT (START 01/25) Officer | 45 | $0 | $59,232 | $4,053 |
| GARRETT ROACH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JASON COBLENTZ | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARITA KEIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DARLENE FINZER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH HERSHBERGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARVIN WENGERD | BOARD MEMBER (LEFT 08/24) Trustee or director | 1 | $0 | $0 | $0 |
| PAUL SHETLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY BURKHALTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYDELL BONTRAGER | SECRETARY Officer | 1 | $0 | $154,584 | $71,138 |
| AIMEE RIEMKE | ASSISTANT SECRETARY Officer | 1 | $0 | $150,389 | $57,140 |
| SCOTT MARTIN 0723 | FORMER TREASURER Officer | 1 | $0 | $115,313 | $26,734 |
| ERIC HERSHBERGER | TREASURER Officer | 1 | $0 | $93,940 | $5,828 |
| DAVID MALETICH | PRESIDENT Officer | 45 | $0 | $73,300 | $13,124 |
| CALLIE SELNER HARTUNG | ASSISTANT TREASURER Officer | 1 | $0 | $51,456 | $7,108 |
| GARRETT ROACH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JASON COBLENTZ | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARITA KEIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DARLENE FINZER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH HERSHBERGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARVIN WENGERD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAUL SHETLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY BURKHALTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT MARTIN | TREASURER Officer | 1 | $0 | $169,330 | $42,396 |
| RYDELL BONTRAGER | SECRETARY Officer | 1 | $0 | $144,621 | $57,871 |
| AIMEE RIEMKE | ASSISTANT SECRETARY Officer | 0.2 | $0 | $136,740 | $54,949 |
| ROB ANESHANSEL LEFT 0523 | PRESIDENT Officer | 39 | $0 | $125,950 | $43,746 |
| ERIC HERSHBERGER START 1122 | ASSISTANT TREASURER Officer | 1 | $0 | $80,215 | $701 |
| DALE SHENK LEFT 1022 | ASSISTANT TREASURER Officer | 0.3 | $0 | $43,784 | $0 |
| TERRY BURKHALTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JASON COBLENTZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DARLENE FINZER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH HERSHBERGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARITA KEIM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ELLIS MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARRETT ROACH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL SHETLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARVIN WENGERD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR HAMSHER | BOARD MEMBER (LEFT 12/22) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4748 OLDE PUMP ST, WALNUT CREEK, OH 44687-0000
- In care of
- % LYNDA OLINSKI
- Principal officer (990 for 2024)
- PAM ALEXANDER, 4770 OLDE PUMP ST, WALNUT CREEK, OH 44687
- Signed the 990
- PAM ALEXANDER, CFO
- Phone
- (330) 893-3200
- Website
- WWW.WALNUTHILLSLIVING.COM
- Return prepared by
- Forvis Mazars LLP
Mission
WALNUT HILLS IS A CARING CHRISTIAN COMMUNITY OFFERING LIFE WITH PURPOSE AND HIGH QUALITY RETIREMENT SERVICES WITHIN A BROADER COMMUNITY THAT CARES AND SERVES.
Program accomplishments
- SEE SCHEDULE OExpenses $8,179,093 · grants $12,600 · revenue $7,690,800
- RESIDENT & ANCILLARY SERVICES - ASSISTED LIVING APARTMENTS AT WALNUT HILLS ARE OFFERED BASED ON THE SOCIAL MODEL. ASSISTED LIVING HELPS MEET THE DESIRE OF OLDER PERSONS TO AGE IN PLACE WHILE THEY ARE ABLE TO RECEIVE THE CARE AND SUPPORTIVE SERVICES THEY REQUIRE ON A DAILY BASIS. ASSISTED LIVING PROVIDES AN ALTERNATIVE TO NURSING HOME CARE. THE PHILOSOPHY OF ASSISTED LIVING EMPHASIZES PERSONAL DIGNITY, AUTONOMY, INDEPENDENCE, AND PRIVACY. INDEPENDENT LIVING RESIDENTS PAY A LIFE-LEASE ENTRY FEE TO OCCUPY THE RESIDENCE AND PAY A MONTHLY SERVICE FEE FOR SERVICES RENDERED. ADDITIONALLY, THEY HAVE VARIOUS A LA CARTE FEES FOR INCIDENTALS AND SUPPLIES.Expenses $2,488,284 · revenue $1,616,213
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
- 35-1317338
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,494,506
- Income (IRS master file)
- $9,522,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,519,746 | $11,612,215 | $14,494,506 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $10,282,623 | $10,906,781 | $16,844,398 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $10,367,080 | $10,307,491 | $18,337,517 | XML |
| 990 | June 2022 | $9,278,155 | $10,032,867 | $16,730,776 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 35-1317338).
Questions about WALNUT HILLS RETIREMENT COMMUNITIES INC
- What is the EIN of WALNUT HILLS RETIREMENT COMMUNITIES INC?
- The employer identification number (EIN) of WALNUT HILLS RETIREMENT COMMUNITIES INC is 35-1317338.
- Is WALNUT HILLS RETIREMENT COMMUNITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WALNUT HILLS RETIREMENT COMMUNITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALNUT HILLS RETIREMENT COMMUNITIES INC 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 WALNUT HILLS RETIREMENT COMMUNITIES INC 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 WALNUT HILLS RETIREMENT COMMUNITIES INC 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 WALNUT HILLS RETIREMENT COMMUNITIES INC?
- The 990 for the year ended June 30, 2025 names PAM ALEXANDER.
- Who are the officers and directors of WALNUT HILLS RETIREMENT COMMUNITIES INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does WALNUT HILLS RETIREMENT COMMUNITIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,519,746, expenses of $11,612,215 and total assets of $14,494,506 at year end.
Other nonprofits in WALNUT CREEK
- WALNUT CREEK WATER COMPANY EIN 34-6552700 · last filed 990 for 2024
- WALNUT CREEK COMMUNITY ASSOCIATION EIN 99-3526371 · last filed 990-EZ for 2025
- SERVANTHOOD MINISTRIES INC EIN 30-0184682 · last filed 990-EZ for 2025