Civic Intelligence

Talbert Services Inc.

990 • Fiscal year 2014 • EIN 31-1276766

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

Organization ProfileN/A
2600 Victory Parkway45206

(513) 751-7747

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.46x

Higher debt load relative to assets than 68% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

2.96x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$323,480

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

64th percentile

7.2%

Faster asset growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$19,793,387

Up $8,390,666 (+74%) from 2011

Net Assets

Up

$10,650,800

Up $6,270,585 (+143%) from 2011

Liabilities

Up

$9,142,587

Up $2,120,081 (+30%) from 2011

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin80th percentile

Revenue

$3,087,694

No earlier filing loaded for comparison.

Expenses

Up

$2,389,165

Up $1,239,066 (+108%) from 2011

Net Income

$698,529

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $10,546,051Liabilities 2010: $6,753,463Net Assets 2010: $3,792,5882010Assets 2011: $11,402,721Liabilities 2011: $7,022,506Net Assets 2011: $4,380,2152011Assets 2014: $19,793,387Liabilities 2014: $9,142,587Net Assets 2014: $10,650,8002014Assets 2015: $22,317,182Liabilities 2015: $11,348,283Net Assets 2015: $10,968,8992015Assets 2017: $25,601,118Liabilities 2017: $10,943,102Net Assets 2017: $14,658,0162017Assets 2018: $23,242,491Liabilities 2018: $8,023,791Net Assets 2018: $15,218,7002018Assets 2020: $24,581,721Liabilities 2020: $7,677,078Net Assets 2020: $16,904,6432020Assets 2021: $25,921,935Liabilities 2021: $7,405,808Net Assets 2021: $18,516,1272021Assets 2022: $27,522,155Liabilities 2022: $7,422,052Net Assets 2022: $20,100,1032022Assets 2024: $32,207,669Liabilities 2024: $11,952,999Net Assets 2024: $20,254,6702024

Highlighted filing

2014

Assets$19,793,387
Liabilities$9,142,587
Net Assets$10,650,800
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,130,7222010Expenses 2011: $1,150,0992011Revenue 2014: $3,087,694Expenses 2014: $2,389,165Net Income 2014: $698,5292014Revenue 2015: $2,875,715Expenses 2015: $2,562,669Net Income 2015: $313,0462015Revenue 2017: $4,956,266Expenses 2017: $3,369,000Net Income 2017: $1,587,2662017Revenue 2018: $3,943,896Expenses 2018: $3,478,426Net Income 2018: $465,4702018Revenue 2020: $5,659,005Expenses 2020: $3,932,209Net Income 2020: $1,726,7962020Revenue 2021: $5,327,082Expenses 2021: $3,753,870Net Income 2021: $1,573,2122021Revenue 2022: $6,458,204Expenses 2022: $4,932,355Net Income 2022: $1,525,8492022Revenue 2024: $4,709,866Expenses 2024: $5,529,798Net Income 2024: -$819,9322024

Highlighted filing

2014

Revenue$3,087,694
Expenses$2,389,165
Net Income$698,529
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$3,138,790
Mission and Program Overview

Mission

Talbert Services, Inc. supports the mission of Talbert House, Inc. by providing the safe, secure, affordable housing and office space to meet the needs of the clients and staff of the organization and other affiliated organizations.

Owns and rents property, furniture and fixtures to talbert house and other associated 501(c)(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,549,331$17,571,211▲ $1,021,880
Investments Other Securities$803,335$803,564▲ $229
Savings and Temporary Cash Investments$66,532$324,667▲ $258,135
Accounts Receivable$276,418$286,415▲ $9,997
Investments in Publicly Traded Securities$100,680--
Prepaid Expenses and Deferred Charges$167,850$45,333▼ $122,517
Total Assets$19,225,860$19,793,387▲ $567,527
Other Assets Total$1,261,714$762,197▼ $499,517
Liabilities
Tax Exempt Bond Liabilities$4,400,861$4,106,682▼ $294,179
Mortgage Notes Payable Secured by Investment Property$4,394,396$3,659,877▼ $734,519
Other Liabilities$480,355$1,183,527▲ $703,172
Accounts Payable and Accrued Expenses$91,450$192,501▲ $101,051
Total Liabilities$9,367,062$9,142,587▼ $224,475
Net Assets / Fund Balance
Unrestricted Net Assets$9,358,798$10,454,618▲ $1,095,820
Temporarily Rstr Net Assets$500,000$196,182▼ $303,818
Total Net Assets Fund Balance$9,858,798$10,650,800▲ $792,002
Total Liabilities and Net Assets / Fund Balance$19,225,860$19,793,387▲ $567,527

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,202,527$9,670,138$24,872,665
Land$2,368,684-$2,368,684
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
Robert MoskowitzBoard Chair
Stephen R HuntBoard Treasurer
Annette Smith TarverTrustee
Dan SchimbergTrustee
Lee GrohTrustee
Mary Lynne BoornTrustee
Peter LevickTrustee
Stephen KingTrustee
Steve HembergerTrustee
Neil TilowEx-officio
Revenue and Support

Revenue Composition

Contributions and Grants
$989,480
Program Service Revenue
$2,115,628
Investment Income
$-50,557
Other Revenue
$33,143
All Other Contributions
$225,923
Change in Net Assets
$698,529

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,087,694
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-156
Total Revenue per Audited Statements
$3,087,538
Total Revenue per Form 990
$3,087,694
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,083,586
Grants and Similar Amounts Paid$200,000
Salaries, Compensation, and Employee Benefits$105,579
Total Fundraising Expense$31,189
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$852,940--$852,940
Occupancy$502,386--$502,386
Interest$339,655--$339,655
Fees for Services Management-$206,315-$206,315
Grants to Domestic Orgs$200,000--$200,000
Other Salaries and Wages$60,487$17,282$8,641$86,410
Fees for Services Other$51,801$23,194-$74,995
Fees for Services Accounting-$13,304-$13,304
Other Expenses$11,516-$20,632$11,516
Other Employee Benefits$7,004$2,001$1,000$10,005
Payroll Taxes$5,008$1,431$715$7,154
All Other Expenses$3,985--$3,985
Pension Plan Contributions$1,407$402$201$2,010
Travel$1,961--$1,961
Fees for Services Legal$922--$922
Total Functional Expenses$2,094,047$263,929$31,189$2,389,165

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,389,165
Total Expenses per Audited Statements$2,389,165
Total Expenses per Form 990$2,389,165
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-0713350-501(c)(3)TO PROVIDE SUPPORT OF TALBERT HOUSE'S PROGRAMS.$200,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliated Parties$867,394
Interest Rate Swap Agreement$316,133

Bond Issues

BondIssuerIssuedIssue PricePurpose
A31-60000632010-10-01$4,989,219Refund 2002 bonds & retire outstanding comm loan

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,989,219-$588,358$66,748

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Talbert services, inc. Has a single corporate member, talbert house.”

Form 990, Part VI, Section A, Line 7A

“Talbert services, inc. Has a single corporate member, talbert house, who has the ability to elect members to the governing body of talbert services, inc.”

Form 990, Part VI, Section A, Line 7B

“All decisions that have a material impact to talbert services, inc. Financial information or corporation as a whole are subject to approval by its sole corporate member, talbert house.”

Form 990, Part VI, Section A, Line 8B

“There are no separate committees that have the authority to act on behalf of the governing body for talbert services.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by both senior finance staff end the public accounting firm that assists in its preparation. The form 990 is then presented to senior management and to the finance committee of the board of trustees for review. The form 990 is electronically sent to all board of director members prior to its filling.”

Form 990, Part VI, Section B, Line 12C

“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.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

EIN
31-1276766
Phone
5137517747

Signing Officer

Name
Neil F Tilow
Title
Secretary
Phone
5137517747
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Moskowitz
Formed
1987
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Preparer
Nick a Veatch CPA
Phone
5135309200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gain on interest rate swap 93,629.”

FORM 990, PART XII, LINE 2:

“The adutied consolidated financial statements are overseen by the talbert house's audit committee.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is a not-for-profit entity exempt from federal income taxes under provisions of section 501(c)(3) of the internal revenue code. The organization has adopted the provisions of the fasb asc 740-10-25, 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 organization does not believe its financial statements include any uncertain tax positions. The organization's income tax filings are subject to audit by various taxing authorities. The fiscal years ended june 30, 2013, 2012, and 2011 are currently open to audit. Its subsidiary, talbert housing and support services, inc., is a for-profit c-corporation and its 2013, 2012, and 2011 tax return filings are currently open to audit.”

Raw XML AppendixShowing 400 of 589 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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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0502386
IRS990/OccupancyGrp/TotalAmt0502386
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01261714
IRS990/OtherAssetsTotalGrp/EOYAmt0762197
IRS990/OtherChangesInNetAssetsAmt093629
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01000
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02001
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07004
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010005
IRS990/OtherExpensesGrp/Desc0MISC. EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3COMMUNICATION
IRS990/OtherExpensesGrp/FundraisingAmt020632
IRS990/OtherExpensesGrp/ProgramServicesAmt015120
IRS990/OtherExpensesGrp/ProgramServicesAmt125896
IRS990/OtherExpensesGrp/ProgramServicesAmt213959
IRS990/OtherExpensesGrp/ProgramServicesAmt311516
IRS990/OtherExpensesGrp/TotalAmt035752
IRS990/OtherExpensesGrp/TotalAmt125896
IRS990/OtherExpensesGrp/TotalAmt213959
IRS990/OtherExpensesGrp/TotalAmt311516
IRS990/OtherLiabilitiesGrp/BOYAmt0480355
IRS990/OtherLiabilitiesGrp/EOYAmt01183527
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt033143
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033143
IRS990/OtherRevenueTotalAmt033143
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08641
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt017282
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060487
IRS990/OtherSalariesAndWagesGrp/TotalAmt086410
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0715
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01431
IRS990/PayrollTaxesGrp/ProgramServicesAmt05008
IRS990/PayrollTaxesGrp/TotalAmt07154
IRS990/PensionPlanContributionsGrp/FundraisingAmt0201
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0402
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01407
IRS990/PensionPlanContributionsGrp/TotalAmt02010
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0167850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt045333
IRS990/PrincipalOfficerNm0ROBERT MOSKOWITZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02115628
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02115628
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02388560
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0200000
IRS990/PYInvestmentIncomeAmt0-14650
IRS990/PYOtherExpensesAmt01617567
IRS990/PYOtherRevenueAmt04093
IRS990/PYProgramServiceRevenueAmt01874790
IRS990/PYRevenuesLessExpensesAmt02244292
IRS990/PYSalariesCompEmpBnftPaidAmt0190934
IRS990/PYTotalExpensesAmt02008501
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04252793
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0698529
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt0300500
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02115628
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066532
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0324667
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310713350
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0LINE 7
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10TALBERT HOUSE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt015202527
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09670138
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt024872665
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02389165
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02368684
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02368684
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0867394
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1316133
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP AGREEMENT
IRS990ScheduleD/RevenueNotReportedAmt0-156
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03087694
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE FASB ASC 740-10-25, 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 ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FISCAL YEARS ENDED JUNE 30, 2013, 2012, AND 2011 ARE CURRENTLY OPEN TO AUDIT. ITS SUBSIDIARY, TALBERT HOUSING AND SUPPORT SERVICES, INC., IS A FOR-PROFIT C-CORPORATION AND ITS 2013, 2012, AND 2011 TAX RETURN FILINGS ARE CURRENTLY OPEN TO AUDIT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017571211
IRS990ScheduleD/TotalExpensesPerForm990Amt02389165
IRS990ScheduleD/TotalLiabilityAmt01183527
IRS990ScheduleD/TotalRevenuePerForm990Amt03087694
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03087538
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02389165
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT OF TALBERT HOUSE'S PROGRAMS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10TALBERT HOUSE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0310713350
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102600 VICTORY PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/City0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/State0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode045206
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A CASH CONTRIBUTION WAS MADE TO A SUPPORTED ORGANIZATION BY GRANTING/CONTRIBUTING FUNDS TO RELATED ORGANIZATIONS WITH SIMILAR PURPOSES, TALBERT HOUSE IS ABLE TO SECURE THE USE OF THESE FUNDS FOR ITS OVERALL INTENDED PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0290465
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt0168950
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt016538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012177
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt04300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0NEIL TILOW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0323480
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0NEIL F. TILOW, PRESIDENT AND CEO OF TALBERT HOUSE, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, DEFERRING $273,558 IN THE CURRENT YEAR AND RECEIVING PAYMENTS OF $0. THIS PLAN WAS FUNDED BY TALBERT HOUSE, A RELATED ORGANIZATION OF TALBERT SERVICES, INC.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1THE DEFERRED COMPENSATION ARRANGEMENT WAS ESTABLISHED TO PROVIDE NEIL TILOW, PRESIDENT AND CEO, WITH SUPPLEMENTAL RETIREMENT INCOME AND ENHANCE HIS RETENTION INCENTIVES. UNDER THE ORIGINAL ARRANGEMENT, ESTABLISHED IN 2008, MR. TILOW RECEIVES ANNUAL DEFERRED COMPENSATION CREDITS OF $75,000 THAT ACCRUE MARKET EARNINGS UNTIL PAID. THE ANNUAL CREDITS ARE PAID ON THE EARLIER OF THE THIRD ANNIVERSARY OF THE CREDIT DATE OR UPON MR. TILOW ATTAINING AGE 65, PROVIDED THAT HE REMAIN EMPLOYED WITH TALBERT HOUSE UNTIL THE PAYMENT OCCURS. THE AMOUNT PAID UNDER THE ARRANGEMENT IN 2014 WAS $0. ESTABLISHED IN 2013 WAS A SUPPLEMENTAL DEFERRED COMPENSATION ARANGEMENT IN WHICH MR. TILOW RECEIVES ANNUAL CREDITS OF $100,000 FOR 2013 TO 2017. ALL SUPPLEMENTAL CREDITS WILL VEST ON JULY 1, 2018, PROVIDED THAT HE REMAIN EMPLOYED WITH TALBERT HOUSE AND MET CERTAIN GOLAS ESTABLISHED.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART II:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02010-10-01

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,793,387
Liabilities
$9,142,587
Net assets
$10,650,800
Revenue
$3,087,694
Expenses
$2,389,165
Net income
$698,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$12.0$20.3$4.71$5.53$0.82
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$7.42$20.1$6.46$4.93$1.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$7.41$18.5$5.33$3.75$1.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$7.68$16.9$5.66$3.93$1.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$8.02$15.2$3.94$3.48$0.47
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.6$10.9$14.7$4.96$3.37$1.59
2015Detailed filing. Detailed filing data is available for this year.$22.3$11.3$11.0$2.88$2.56$0.31
2014Detailed filing. Detailed filing data is available for this year.$19.8$9.14$10.7$3.09$2.39$0.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$7.02$4.38$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$6.75$3.79$1.13