Civic Intelligence

Talbert Services Inc.

990 • Fiscal year 2020 • EIN 31-1276766

Jul 01, 2019 to Jun 30, 2020 • Filed on May 03, 2021

Organization ProfileN/A

Refreshing map…

2600 Victory ParkwayCincinnati, OH 45206

(513) 751-7747

Siviq Scores

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

Liabilities / Assets

58th percentile

0.31x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

1.36x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$781,970

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

39th percentile

3.3%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

50%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$24,581,721

Up $1,339,230 (+5.8%) from 2018

Net Assets

Up

$16,904,643

Up $1,685,943 (+11%) from 2018

Liabilities

Down

$7,677,078

Down $346,713 (-4.3%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin83rd percentile

Revenue

Up

$5,659,005

Up $1,715,109 (+43%) from 2018

Expenses

Up

$3,932,209

Up $453,783 (+13%) from 2018

Net Income

Up

$1,726,796

Up $1,261,326 (+271%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$24,581,721
Liabilities$7,677,078
Net Assets$16,904,643
Open 2020 Filing

Operations Trend

Revenue Growth89th percentile

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

2020

Revenue$5,659,005
Expenses$3,932,209
Net Income$1,726,796
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 3, 2021
Return Version
2019v5.2
Gross Receipts
$6,400,487
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 & other associated 501(c)(3) organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,998,351$19,649,356▼ $348,995
Investments Program Related$2,528,288$2,778,684▲ $250,396
Cash and Non-Interest-Bearing Accounts$527,877$1,509,333▲ $981,456
Accounts Receivable$256,259$183,858▼ $72,401
Other Notes and Loans Receivable, Net-$4,500-
Prepaid Expenses and Deferred Charges$2,422$0▼ $2,422
Total Assets$23,800,087$24,581,721▲ $781,634
Other Assets Total$486,890$455,990▼ $30,900
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,751,867$4,790,164▲ $38,297
Tax Exempt Bond Liabilities$2,635,787$2,341,608▼ $294,179
Accounts Payable and Accrued Expenses$482,024$398,753▼ $83,271
Other Liabilities$722,150$146,553▼ $575,597
Total Liabilities$8,591,828$7,677,078▼ $914,750
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,208,259$16,904,643▲ $1,696,384
Total Net Assets Fund Balance$15,208,259$16,904,643▲ $1,696,384
Total Liabilities and Net Assets / Fund Balance$23,800,087$24,581,721▲ $781,634

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,923,539$15,447,420$32,370,959
Land$2,725,817-$2,725,817
Investment Program Related Org$2,778,684--
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Dan SchimbergBoard Chair
Peter LevickPast Chair
Neil TilowPresident/secretary
Stephen R HuntBoard Treasurer
Andrea HarrisonTrustee
Annette Smith TarverTrustee
John RickertTrustee
Lee GrohTrustee
Stephen KingTrustee
Steve HembergerTrustee
Carla BrooksTalbert House CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$1,433,746
Program Service Revenue
$3,613,569
Investment Income
$580,585
Other Revenue
$31,105
All Other Contributions
$956,984
Change in Net Assets
$1,726,796

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,445,153
Revenue Not Reported on Financial Statements
$213,852
Revenue Not Reported on Form 990
$-30,412
Total Revenue per Audited Statements
$5,414,741
Total Revenue per Form 990
$5,659,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,515,331
Salaries, Compensation, and Employee Benefits$378,594
Grants and Similar Amounts Paid$38,284
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,224,936--$1,224,936
Occupancy$725,830--$725,830
Other Salaries and Wages$246,306$61,577-$307,883
All Other Expenses$302,462--$302,462
Fees for Services Other$239,029$39,738-$278,767
Interest-$213,852-$213,852
Other Employee Benefits$56,569$14,142-$70,711
Grants to Domestic Individuals$38,284--$38,284
Other Expenses$17,478$226,547-$17,478
Fees for Services Accounting$11,661$1,939-$13,600
Fees for Services Legal$2,010$334-$2,344
Total Functional Expenses$3,374,080$558,129$0$3,932,209

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,932,209
Expenses per Audited Statements$3,718,357
Total Expenses per Audited Statements$3,718,357
Expenses Not Reported on Financial Statements$213,852
Expenses Not Reported on Form 990$0
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$82,503
Interest Rate Swap Agreements$64,050

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACounty of Hamilton Ohio - Hospital Commission2010-10-01$4,989,219Refund 2002 bonds & retire outstanding comm loan

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,989,219-$2,647,611$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
Corrective action procedures
No
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
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 11B

“The form 990 is reviewed by both senior finance staff and 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 filing.”

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

Filer Name
Talbert Services Inc
EIN
31-1276766
Phone
5137517747
Address
2600 VICTORY PARKWAY, CINCINNATI, OH 45206

Signing Officer

Name
Carla Brooks
Title
CFO
Phone
5137517747
Signed
2021-05-03
Discuss with paid preparer
Yes

Organization Details

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

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on interest rate swap agreement -30,412.”

FORM 990, PART XII, LINE 2C:

“The process has not changed.”

Financial Statement Notes

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. Talbert service's subsidiaries (talbert housing and support services, inc., parkway apartments, llc and chapel street apartments limited partnership) are forprofit c-corporations. The agency does not believe its consolidated 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. The agency does not believe it has any income that would be considered unrelated business income.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on interest rate swap agreement -30,412.”

Raw XML AppendixShowing 400 of 693 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/LandBldgEquipBasisNetGrp/EOYAmt019649356
IRS990/LandBldgEquipCostOrOtherBssAmt035096776
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0741482
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TALBERT 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt04751867
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04790164
IRS990/NetAssetsOrFundBalancesBOYAmt015208259
IRS990/NetAssetsOrFundBalancesEOYAmt016904643
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0579986
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0579986
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt015208259
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016904643
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0725830
IRS990/OccupancyGrp/TotalAmt0725830
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0486890
IRS990/OtherAssetsTotalGrp/EOYAmt0455990
IRS990/OtherChangesInNetAssetsAmt0-30412
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014142
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt056569
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070711
IRS990/OtherExpensesGrp/Desc0COORDINATED SERVICES
IRS990/OtherExpensesGrp/Desc1DEVELOPER FEES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3COMMUNICATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0226547
IRS990/OtherExpensesGrp/ProgramServicesAmt0304967
IRS990/OtherExpensesGrp/ProgramServicesAmt1159422
IRS990/OtherExpensesGrp/ProgramServicesAmt245126
IRS990/OtherExpensesGrp/ProgramServicesAmt317478
IRS990/OtherExpensesGrp/TotalAmt0531514
IRS990/OtherExpensesGrp/TotalAmt1159422
IRS990/OtherExpensesGrp/TotalAmt245126
IRS990/OtherExpensesGrp/TotalAmt317478
IRS990/OtherLiabilitiesGrp/BOYAmt0722150
IRS990/OtherLiabilitiesGrp/EOYAmt0146553
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt031105
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031105
IRS990/OtherRevenueTotalAmt031105
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt061577
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0246306
IRS990/OtherSalariesAndWagesGrp/TotalAmt0307883
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04500
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02422
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DAN SCHIMBERG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0532000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2DEVELOPER FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02966574
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1447717
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2199278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02966574
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1447717
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2199278
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0366785
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt041000
IRS990/PYInvestmentIncomeAmt053276
IRS990/PYOtherExpensesAmt03291622
IRS990/PYOtherRevenueAmt0100664
IRS990/PYProgramServiceRevenueAmt03257356
IRS990/PYRevenuesLessExpensesAmt041800
IRS990/PYSalariesCompEmpBnftPaidAmt0403659
IRS990/PYTotalExpensesAmt03736281
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03778081
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01726796
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt03613569
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310713350
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TALBERT HOUSE INC
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/BookValueAmt016923539
IRS990ScheduleD/BuildingsGrp/DepreciationAmt015447420
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt032370959
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0213852
IRS990ScheduleD/ExpensesSubtotalAmt03718357
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0213852
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0213852
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt02778684
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT IN CORPORATE SUBSIDIARIES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt02725817
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02725817
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt082503
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt164050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTEREST RATE SWAP AGREEMENTS
IRS990ScheduleD/OtherRevenueAmt0-30412
IRS990ScheduleD/RevenueNotReportedAmt0-30412
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0213852
IRS990ScheduleD/RevenueSubtotalAmt05445153
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AGENCY IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TALBERT SERVICE'S SUBSIDIARIES (TALBERT HOUSING AND SUPPORT SERVICES, INC., PARKWAY APARTMENTS, LLC AND CHAPEL STREET APARTMENTS LIMITED PARTNERSHIP) ARE FORPROFIT C-CORPORATIONS. THE AGENCY DOES NOT BELIEVE ITS CONSOLIDATED 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. THE AGENCY DOES NOT BELIEVE IT HAS ANY INCOME THAT WOULD BE CONSIDERED UNRELATED BUSINESS INCOME.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON INTEREST RATE SWAP AGREEMENT -30,412.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019649356
IRS990ScheduleD/TotalBookValueProgramRltdAmt02778684
IRS990ScheduleD/TotalExpensesPerForm990Amt03932209
IRS990ScheduleD/TotalLiabilityAmt0146553
IRS990ScheduleD/TotalRevenuePerForm990Amt05659005
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05414741
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03718357
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt038284
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0LIVING EXPENSES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0440
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0222293
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt118280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0356235
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1184367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,581,721
Liabilities
$7,677,078
Net assets
$16,904,643
Revenue
$5,659,005
Expenses
$3,932,209
Net income
$1,726,796
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
2020Detailed filing. Detailed filing data is available for this year.$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