Civic Intelligence

Talbert House

EIN 31-0713350 • 501(c)3 • Cincinnati, OH

Profile

Delivery of services to a broad-based population in the criminal justice, mental health and substance abuse areas. The mission is to reduce and/or modify dysfunctional behavior and to facilitate social adjustment and personal growth of the recipients of its programs' services.

2600 Victory ParkwayCincinnati, OH 45206

www.talberthouse.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.36x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.16x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

43rd percentile

2.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

6.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

6.0%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Down

$38,128,852

Down $126,535 (-0.3%) from 2023

Liabilities

Down

$11,854,254

Down $1,642,829 (-12%) from 2023

Net Assets

Up

$26,274,598

Up $1,516,294 (+6.1%) from 2023

Revenue

Up

$84,377,806

Up $1,149,043 (+1.4%) from 2023

Expenses

Up

$83,018,214

Up $3,211,092 (+4.0%) from 2023

Net Income

Down

$1,359,592

Down $2,062,049 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $18,225,460Liabilities 2010: $6,852,886Net Assets 2010: $11,372,5742010Assets 2011: $19,209,588Liabilities 2011: $6,801,992Net Assets 2011: $12,407,5962011Assets 2012: $17,841,816Liabilities 2012: $4,814,038Net Assets 2012: $13,027,7782012Assets 2013: $21,713,830Liabilities 2013: $5,711,123Net Assets 2013: $16,002,7072013Assets 2014: $23,361,637Liabilities 2014: $6,354,577Net Assets 2014: $17,007,0602014Assets 2015: $23,682,513Liabilities 2015: $8,165,155Net Assets 2015: $15,517,3582015Assets 2016: $23,914,983Liabilities 2016: $9,314,654Net Assets 2016: $14,600,3292016Assets 2017: $27,568,438Liabilities 2017: $12,444,054Net Assets 2017: $15,124,3842017Assets 2018: $23,979,783Liabilities 2018: $7,895,431Net Assets 2018: $16,084,3522018Assets 2019: $24,913,747Liabilities 2019: $7,952,354Net Assets 2019: $16,961,3932019Assets 2020: $27,863,437Liabilities 2020: $9,373,980Net Assets 2020: $18,489,4572020Assets 2021: $31,118,204Liabilities 2021: $11,480,709Net Assets 2021: $19,637,4952021Assets 2022: $33,181,651Liabilities 2022: $11,872,029Net Assets 2022: $21,309,6222022Assets 2023: $38,255,387Liabilities 2023: $13,497,083Net Assets 2023: $24,758,3042023Assets 2024: $38,128,852Liabilities 2024: $11,854,254Net Assets 2024: $26,274,5982024

Highlighted filing

2024

Assets$38,128,852
Liabilities$11,854,254
Net Assets$26,274,598

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $51,560,9822010Expenses 2011: $54,009,0652011Expenses 2012: $52,312,6822012Expenses 2013: $51,698,5272013Revenue 2014: $55,712,138Expenses 2014: $54,721,616Net Income 2014: $990,5222014Revenue 2015: $55,492,962Expenses 2015: $57,061,546Net Income 2015: -$1,568,5842015Revenue 2016: $57,106,903Expenses 2016: $58,070,139Net Income 2016: -$963,2362016Revenue 2017: $59,142,644Expenses 2017: $58,593,557Net Income 2017: $549,0872017Revenue 2018: $59,798,801Expenses 2018: $58,764,647Net Income 2018: $1,034,1542018Revenue 2019: $64,013,237Expenses 2019: $63,307,856Net Income 2019: $705,3812019Revenue 2020: $64,648,381Expenses 2020: $63,207,190Net Income 2020: $1,441,1912020Revenue 2021: $71,372,789Expenses 2021: $70,194,440Net Income 2021: $1,178,3492021Revenue 2022: $75,686,108Expenses 2022: $73,868,438Net Income 2022: $1,817,6702022Revenue 2023: $83,228,763Expenses 2023: $79,807,122Net Income 2023: $3,421,6412023Revenue 2024: $84,377,806Expenses 2024: $83,018,214Net Income 2024: $1,359,5922024

Highlighted filing

2024

Revenue$84,377,806
Expenses$83,018,214
Net Income$1,359,592

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.1$11.9$26.3$84.4$83.0$1.36
2023Detailed filing. Detailed filing data is available for this year.$38.3$13.5$24.8$83.2$79.8$3.42
2022Detailed filing. Detailed filing data is available for this year.$33.2$11.9$21.3$75.7$73.9$1.82
2021Detailed filing. Detailed filing data is available for this year.$31.1$11.5$19.6$71.4$70.2$1.18
2020Detailed filing. Detailed filing data is available for this year.$27.9$9.37$18.5$64.6$63.2$1.44
2019Detailed filing. Detailed filing data is available for this year.$24.9$7.95$17.0$64.0$63.3$0.71
2018Detailed filing. Detailed filing data is available for this year.$24.0$7.90$16.1$59.8$58.8$1.03
2017Detailed filing. Detailed filing data is available for this year.$27.6$12.4$15.1$59.1$58.6$0.55
2016Detailed filing. Detailed filing data is available for this year.$23.9$9.31$14.6$57.1$58.1$0.96
2015Detailed filing. Detailed filing data is available for this year.$23.7$8.17$15.5$55.5$57.1$1.57
2014Detailed filing. Detailed filing data is available for this year.$23.4$6.35$17.0$55.7$54.7$0.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$5.71$16.0$51.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$4.81$13.0$52.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$6.80$12.4$54.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$6.85$11.4$51.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$84,604,193
Mission and Program Overview

Mission

Delivery of services to a broad-based population in the criminal justice, mental health and substance abuse areas. The mission is to reduce and/or modify dysfunctional behavior and to facilitate social adjustment and personal growth of the receipients of its programs' services.

Delivery of services to a broad-based population in the criminal justice, mental health and substance abuse areas. The mission is to reduce and/or modify dysfunctional behavior and to facilitate social adjustment and personal growth of the recipients of its programs' services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,716,505$13,717,347▲ $842
Accounts Receivable$11,689,049$11,157,432▼ $531,617
Savings and Temporary Cash Investments$5,748,500$5,721,537▼ $26,963
Land, Buildings, and Equipment, Net$2,321,459$2,851,742▲ $530,283
Prepaid Expenses and Deferred Charges$400,570$469,077▲ $68,507
Other Notes and Loans Receivable, Net$81,135$184,569▲ $103,434
Cash and Non-Interest-Bearing Accounts$1,620$1,620→ $0
Total Assets$38,255,387$38,128,852▼ $126,535
Other Assets Total$4,296,549$4,025,528▼ $271,021
Liabilities
Accounts Payable and Accrued Expenses$8,590,905$7,626,074▼ $964,831
Other Liabilities$3,411,516$2,285,810▼ $1,125,706
Deferred Revenue$1,229,665$1,723,419▲ $493,754
Escrow Account Liability$264,997$218,951▼ $46,046
Total Liabilities$13,497,083$11,854,254▼ $1,642,829
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,751,304$26,270,598▲ $1,519,294
Net Assets With Donor Restrictions$7,000$4,000▼ $3,000
Total Net Assets Fund Balance$24,758,304$26,274,598▲ $1,516,294
Total Liabilities and Net Assets / Fund Balance$38,255,387$38,128,852▼ $126,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,735,935$8,328,650$10,064,585
Leasehold Improvements$1,115,807$2,433,072$3,548,879
Other Assets Org$272,720--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Neil F TilowPast President/CEO (jul)FT$236,270$490,356$726,626
Carla BrooksCFO/vice PresidentFT$229,093$112,631$341,724
Josh ArnoldPresident/CEO (jul-jun)FT$234,048$97,874$331,922
Corey PelnickPsychiatristFT$238,802$31,580$270,382
Teresa NauVice PresidentFT$151,294$45,765$197,059
Amelia OrrVice President (jul-apr)FT$154,677$41,803$196,480
Harold HowardVice PresidentFT$131,375$50,597$181,972
Maureen Donnellan HabelVice PresidentFT$130,420$46,342$176,762
Brian BrowningDirector IiiFT$110,027$65,759$175,786
Tiffany ThomasVice PresidentFT$126,102$48,031$174,133
Lauren MenteNurse PractionerFT$144,480$25,007$169,487
Jessica PowellVice PresidentFT$134,328$30,605$164,933
Andrea KellerClinical Care CoordinatorFT$147,498$15,247$162,745
Thomas BauerNurse PractionerFT$123,362$23,461$146,823
Jodi HardingVice President (sep-jun)FT$56,827$1,068$57,895

Board Members and Trustees

NameTitle
Mark AddyChair
Stephanie GaitherPast Chair
Laurence JonesVice Chair
Denice HertleinVice Chair/treasurer
Brad a McmonigleVice President
Jeremy BrownVice President (apr-jun)
Barbara GouldBoard Member
Candace Novak SabersBoard Member
Carol B GoodmanBoard Member
Cathy CrainBoard Member
Christopher ThompsonBoard Member
Dennis WilliamsBoard Member
Fred JoffeBoard Member
Gina HemenwayBoard Member
Glenda CousinsBoard Member
Gregory HoernschemeyerBoard Member
Gwendolyn J WilderBoard Member
James J Chalfie EsqBoard Member
John SilvermanBoard Member
Joyanna Wesche BlakeBoard Member
Jr FosterBoard Member
Julie Shifman EsqBoard Member
Margaret HulbertBoard Member
Mark Vander Laan EsqBoard Member
Marla SillimanBoard Member
Michael J Harmon EsqBoard Member
Nan Kohnen CahallBoard Member
Navdeep KangBoard Member
Nicholas TepeBoard Member
Paul BrunnerBoard Member
Peterson MingoBoard Member
Robert JonesBoard Member
Robert MeachamBoard Member
Sarah LeyshockBoard Member
Sarah WeissBoard Member
Ted Silberstein MdBoard Member
Thomas C Kilcoyne EsqBoard Member
Becky ScullinBoard Member (joined)
Kate GormleyBoard Member (joined)
Sarah BrandenburgBoard Member (joined)
Alan PikerExecutive Committee
David HoguetExecutive Committee
James LeonardExecutive Committee
Jennifer SherwoodExecutive Committee
Richard BodnerExecutive Committee
Sourushe ZandvakiliExecutive Committee
Ann Marie Tracey JdSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Jcw ConstructionContractor/construction9596 TREETOP LANE, Cincinnati, OH 45247$259,291
Dn Property InvestmentsProperty Management3500 RED BANK ROAD, Cincinnati, OH 45227$154,721
Benchmark Land ManagementLandscaping9431 BUTLER WARREN RD, West Chester, OH 45069$153,106
Revenue and Support

Revenue Composition

Contributions and Grants
$59,560,997
Program Service Revenue
$23,050,043
Investment Income
$922,640
Other Revenue
$844,126
All Other Contributions
$22,781,336
Change in Net Assets
$1,359,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$84,377,806
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-384,493
Total Revenue per Audited Statements
$83,993,313
Total Revenue per Form 990
$84,377,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$50,608,327
Other Expenses$31,909,887
Grants and Similar Amounts Paid$500,000
Total Fundraising Expense$296,579
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,338,923$4,647,273$176,863$39,163,059
Fees for Services Other$13,275,412$774,566$1,643$14,051,621
Other Employee Benefits$5,132,719$558,793$22,817$5,714,329
Occupancy$4,155,736$204,591$7,478$4,367,805
Payroll Taxes$2,791,810$375,312$14,312$3,181,434
Current Officers, Directors, Trustees, and Key Employees$2,246,444$291,816$11,245$2,549,505
All Other Expenses$2,194,907$-478,102$45,615$1,762,420
Other Expenses$903,665$94,314$5,516$1,003,495
Depreciation Depletion$568,144$15,288$58$583,490
Grants to Domestic Orgs$500,000--$500,000
Travel$413,904$15,199$162$429,265
Fees for Services Accounting-$117,690-$117,690
Fees for Services Legal$59$35,690-$35,749
Fees for Services Lobbying-$35,000-$35,000
Total Functional Expenses$75,404,923$7,316,712$296,579$83,018,214

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$83,018,215
Total Expenses per Form 990$83,018,215
Total Expenses per Audited Statements$82,477,019
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-541,196
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for Talbert HouseCincinnati, OH501(c)(3)Provide Funding for Programs and Activities.$500,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,595
Fundraising Direct Expenses$70,526
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fatherhood$313,000$18,420$788$17,632
Make Camp Possible$109,040$15,750$1,872$13,878
Total Events$590,035$72,595$70,526$2,069
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Payable$1,273,855
A/p Related Party$739,044
Operating Lease Liabilities$272,911
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by senior finance staff of talbert house, sole member of gateway recovery, inc. And the public accounting firm that assists in its preparation. The form 990 is then presented to senior management and the finance committee of talbert house, the sole member. The form 990 is sent electronically to all members of the board of trustees prior to its filing.

Form 990, Part VI, Section B, Line 12

Possible conflicts of interest are monitored by an annual mailing to the board of trustees in which they are asked to disclose any relationships with any person or business that may be a source of conflict of interest. Conflict of interest policy regarding employees is emphasized in orientation as well as ongoing annual trainings and is included in the corporate compliance plan.

Form 990, Part VI, Section B, Line 15

An independent personnel and compensation committee of the board of directors reviews executive compensation for the organization's ceo and other officers and vice presidents. They utilize comparable data and an outside compensation consulting firm to analyze and evaluate the organization's executive compensation, this independent board committee makes its recommendations as to compensation annually to the board of directors, which then approves or modifies their recommendation for the coming fiscal year.

Form 990, Part VI, Section C, Line 19

The organization will provide any documents open to public inspection upon request.

FORM 990, PART VI, LINE 1:

The organization has an executive committee comprised of of the board chair (who shall act as chair of such committee), the immediate past chair, the other elected officers of the corporation and such other trustee or trustees appointed by the board of trustees from time to time. The executive committee shall have the authority of the board of trustees in the management of the business of the corporation in the interval between meetings of the board of trustees, and the executive committee shall at all times be subject to the control and direction of the board of trustees.

Filing and Contact Details

Filer

Filer Name
Talbert House
EIN
31-0713350
Phone
5137517747
Address
2600 VICTORY PARKWAY, CINCINNATI, OH 45206

Signing Officer

Name
Carla Brooks
Title
CFO
Phone
5137517747
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Josh Arnold
Formed
1965
Legal Domicile
Oh
Voting Board Members
46
Independent Board Members
46
Employees
2,081
Volunteers
27

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 EAST 4TH STREET, CINCINNATI, OH 45202
Preparer
Natosha Carr
Phone
5132413111
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payment to partners: program service expenses 10,739,937. Management and general expenses 1,704. Fundraising expenses 0. Total expenses 10,741,641. Professional services: program service expenses 2,535,475. Management and general expenses 772,862. Fundraising expenses 1,643. Total expenses 3,309,980.

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

Financial Statement Notes

PART IV, LINE 2B:

The organization holds client funds in various bank accounts and disburses them according to legal and programmatic guidelines.

PART X, LINE 2:

The agency is a not-for-profit entity exempt from federal income taxes under provisions of section 501(c)(3) of the internal revenue code. The agency has adopted accounting guidance which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The agency does not believe its financial statements include any uncertain tax positions. The agency's income tax filings are subject to audit by various taxing authorities. The agency's policy with regards to interest and penalties is to recognize interest through interest expense and penalties through other expense.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Expenses included in other income -541,196.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses included in other income -541,196.

Raw XML AppendixShowing 400 of 1,385 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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