WALNUT HILLS RETIREMENT COMMUNITIES INC

EIN: 351317338 501(c)(3)

WALNUT CREEK, OH

Total Revenue
$9,519,746
Total Expenses
$11,612,215
Total Assets
$14,494,506
Net Assets
$-4,481,657
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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
2007
Legal Domicile
IN
Phone
3308933200
Tax Period
2024-07-01 to 2025-06-30

WALNUT HILLS RETIREMENT COMMUNITIES INC, founded in 2007, is a community nonprofit that reported $9.5M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $11.6M exceeded revenue, resulting in a 22% operating deficit.

Mission

WALNUT HILLS PROVIDES ACTIVE, AFFORDABLE RETIREMENT LIVING WITH SUPPORTIVE SERVICES, ASSISTED LIVING, AND SKILLED NURSING CARE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $141,095
Program Service Revenue $9,224,411
Investment Income $34,368
Other Revenue $119,872
TOTAL REVENUE $9,519,746

Expense Breakdown

Grants Paid $12,600
Salaries & Benefits $5,060,052
Fundraising Expenses $0
Program Expenses $10,667,377
Other Expenses $6,539,563
TOTAL EXPENSES $11,612,215

Year-over-Year Comparison

2024 2023 Change
Revenue $9,519,746 $10,282,623 -0.1%
Expenses $11,612,215 $10,906,781 +0.1%
Net Income $-2,092,469 $-624,158 +2.4%
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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Governance

Voting Members
7
Independent Members
7
Employees
195
Volunteers
55

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
8
$769,380
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARRETT ROACH CHAIR 1.0
Officer Director
$0 $0 $0
JASON COBLENTZ VICE CHAIR 1.0
Officer Director
$0 $0 $0
CARITA KEIM BOARD MEMBER 1.0
Director
$0 $0 $0
DARLENE FINZER BOARD MEMBER 1.0
Director
$0 $0 $0
DEBORAH HERSHBERGER BOARD MEMBER 1.0
Director
$0 $0 $0
MARVIN WENGERD BOARD MEMBER (LEFT 08/24) 1.0
Director
$0 $0 $0
PAUL SHETLER BOARD MEMBER 1.0
Director
$0 $0 $0
TERRY BURKHALTER BOARD MEMBER 1.0
Director
$0 $0 $0
AIMEE RIEMKE ASSISTANT SECRETARY 1.0
Officer
$0 $31,415 $193,933
CALLIE SELNER HARTUNG ASSISTANT TREASURER (LEFT 08/24) 1.0
Officer
$0 $7,612 $67,998
CHARITY YODER PRESIDENT (START 01/25) 45.0
Officer
$0 $4,053 $63,285
DAVID MALETICH PRESIDENT (LEFT 01/25) 45.0
Officer
$0 $14,931 $144,548
ERIC HERSHBERGER TREASURER (LEFT 04/25) 1.0
Officer
$0 $5,564 $95,367
RYDELL BONTRAGER SECRETARY 1.0
Officer
$0 $43,366 $204,249
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 $9,519,746 $11,612,215 $14,494,506 $-2,092,469
2024 No data No data No data No data
2023 $10,367,080 $10,307,491 $18,337,517 $59,589
2022 $9,278,155 $10,032,867 $16,730,776 $-754,712
2021 $10,529,299 $10,045,155 $23,610,849 $484,144
2020 $11,234,610 $11,001,368 $25,380,327 $233,242
2019 $11,458,368 $11,610,025 $23,855,662 $-151,657
2018 $10,925,699 $11,297,691 $24,472,965 $-371,992
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