WALTON RETIREMENT HOME (EIN 340726069) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1944

Legal Domicile

Principal Officer

HEIDI PALMER

Phone

7404252344

Tax Period

2023-07-01 to 2024-06-30

WALTON RETIREMENT HOME, founded in 1944, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 9% surplus.

Mission

WALTON RETIREMENT HOME PROVIDES REST HOME CARE TO THE ELDERLY IN A TRADITIONAL REST HOME ENVIRONMENT AND IN AN INDEPENDENT LIVING ARRANGEMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $96,652

Program Service Revenue $1,193,724

Investment Income $64,061

Other Revenue $0

TOTAL REVENUE $1,354,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $783,055

Fundraising Expenses $0

Program Expenses $1,233,420

Other Expenses $450,365

TOTAL EXPENSES $1,233,420

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,354,437	$1,245,847	+0.1%
Expenses	$1,233,420	$1,237,434	0.0%
Net Income	$121,017	$8,413	+13.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$78,900

Total Directors

$78,900

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEIDI PALMER	EXECUTIVE DIRECTOR	040.00	Officer Director	$78,900	$0	$78,900
SHARON HELMS	BD MEMBER	002.00	Director	$0	$0	$0
MARIE BUNDY	BD MEMBER-SECRETARY	002.00	Officer Director	$0	$0	$0
REBECCA HAWKINS	BD MEMBER	002.00	Director	$0	$0	$0
BOB ROCKWELL	BD MEMBER-PRESIDENT	002.00	Officer Director	$0	$0	$0
ANDREW WOODS	BD MEMBER	002.00	Director	$0	$0	$0
DAVE CASTERLINE	BD MEMBER	002.00	Director	$0	$0	$0
JEAN COOPER	BD MEMBER	002.00	Director	$0	$0	$0
KATHY KOVALICK	BD MEMBER	002.00	Director	$0	$0	$0
CYNTHIA MCGEE	BD MEMBER	002.00	Director	$0	$0	$0
DENISE TROY	BD MEMBER	002.00	Director	$0	$0	$0
KAREN WALSH	BD MEMBER	002.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,354,437	$1,233,420	$1,419,694	$121,017
2023	$1,245,847	$1,237,434	$1,310,447	$8,413
2022	$1,206,751	$1,165,886	$1,312,891	$40,865
2021	$1,046,469	$1,068,263	$1,306,531	$-21,794

WALTON RETIREMENT HOME