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← WALNUT HILLS RETIREMENT COMMUNITIES INC

Form 990 for tax year 2024

Filed by WALNUT HILLS RETIREMENT COMMUNITIES INC.

Totals

Total revenue
$9,519,746
Total expenses
$11,612,215
Contributions and grants received
$141,095
Grants paid
$12,600
Program service revenue
$9,224,411
Investment income
$34,368
Other revenue
$119,872
Total assets, end of year
$14,494,506
Total liabilities, end of year
$18,976,163
Net assets or fund balances, end of year
-$4,481,657
Program services expenses (Part IX)
$10,667,377
Management and general expenses
$944,838
Fundraising expenses
$0
Program service expenses (Part III)
$10,667,377

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GARRETT ROACH

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JASON COBLENTZ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CARITA KEIM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DARLENE FINZER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH HERSHBERGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARVIN WENGERD

    BOARD MEMBER (LEFT 08/24)

    Total calculated
    $0
    Hours/week
    1

  • PAUL SHETLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERRY BURKHALTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AIMEE RIEMKE

    ASSISTANT SECRETARY

    Total calculated
    $193,933
    From this org
    $0
    From related orgs
    $162,518
    Other
    $31,415
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,184 related
    Bonus
    $0 + $15,818 related
    Other
    $0 + $516 related
    Deferred
    $0 + $7,317 related
    Nontaxable benefits
    $0 + $24,098 related
    Filer's total
    $0 + $193,933 related

  • CALLIE SELNER HARTUNG

    ASSISTANT TREASURER (LEFT 08/24)

    Total calculated
    $67,998
    From this org
    $0
    From related orgs
    $60,386
    Other
    $7,612
    Hours/week
    1 + 44 related

  • CHARITY YODER

    PRESIDENT (START 01/25)

    Total calculated
    $63,285
    From this org
    $0
    From related orgs
    $59,232
    Other
    $4,053
    Hours/week
    45

  • DAVID MALETICH

    PRESIDENT (LEFT 01/25)

    Total calculated
    $144,548
    From this org
    $0
    From related orgs
    $129,617
    Other
    $14,931
    Hours/week
    45

  • ERIC HERSHBERGER

    TREASURER (LEFT 04/25)

    Total calculated
    $95,367
    From this org
    $0
    From related orgs
    $89,803
    Other
    $5,564
    Hours/week
    1 + 44 related

  • RYDELL BONTRAGER

    SECRETARY

    Total calculated
    $204,249
    From this org
    $0
    From related orgs
    $160,883
    Other
    $43,366
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,335 related
    Bonus
    $0 + $16,272 related
    Other
    $0 + $276 related
    Deferred
    $0 + $7,137 related
    Nontaxable benefits
    $0 + $36,229 related
    Filer's total
    $0 + $204,249 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I
THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO: 1. COMPENSATION SURVEY OR STUDY 2. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • GREENCROFT MANAGEMENT INC

    C Corporation · MGMT SERVICES · IN · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.1
Source object
202601359349313315

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