Civic Intelligence

Foundation for Talbert House

990 • Fiscal year 2017 • EIN 31-1624973

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 26, 2018

Organization ProfileN/A
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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

8th percentile

-33%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

9th percentile

-9.5%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-53%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$5,796,487

Down $605,570 (-9.5%) from 2016

Net Assets

Down

$5,768,175

Down $19,859 (-0.3%) from 2016

Liabilities

Down

$28,312

Down $585,711 (-95%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin8th percentile

Revenue

Down

$1,308,907

Down $1,458,488 (-53%) from 2016

Expenses

Up

$1,742,484

Up $54,635 (+3.2%) from 2016

Net Income

Down

-$433,577

Down $1,513,123 (-140%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$15M$10M$5.0M$0Assets 2010: $1,208,786Liabilities 2010: $85Net Assets 2010: $1,208,7012010Assets 2011: $2,091,796Liabilities 2011: $525Net Assets 2011: $2,091,2712011Assets 2012: $3,643,135Liabilities 2012: $113,567Net Assets 2012: $3,529,5682012Assets 2013: $4,041,234Liabilities 2013: $16,367Net Assets 2013: $4,024,8672013Assets 2014: $4,854,209Liabilities 2014: $68,371Net Assets 2014: $4,785,8382014Assets 2015: $5,047,944Liabilities 2015: $233,178Net Assets 2015: $4,814,7662015Assets 2016: $6,402,057Liabilities 2016: $614,023Net Assets 2016: $5,788,0342016Assets 2017: $5,796,487Liabilities 2017: $28,312Net Assets 2017: $5,768,1752017Assets 2018: $5,966,153Liabilities 2018: $167,229Net Assets 2018: $5,798,9242018Assets 2019: $5,966,470Liabilities 2019: $61,241Net Assets 2019: $5,905,2292019Assets 2020: $5,808,048Liabilities 2020: $41,595Net Assets 2020: $5,766,4532020Assets 2021: $8,471,990Liabilities 2021: $29,651Net Assets 2021: $8,442,3392021Assets 2022: $8,056,272Liabilities 2022: $182,118Net Assets 2022: $7,874,1542022Assets 2023: $11,208,853Liabilities 2023: $112,243Net Assets 2023: $11,096,6102023Assets 2024: $12,898,694Liabilities 2024: $28,223Net Assets 2024: $12,870,4712024

Highlighted filing

2017

Assets$5,796,487
Liabilities$28,312
Net Assets$5,768,175
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $48,0242010Expenses 2011: $65,7122011Expenses 2012: $101,8782012Expenses 2013: $152,6452013Revenue 2014: $466,032Expenses 2014: $199,397Net Income 2014: $266,6352014Revenue 2015: $1,320,148Expenses 2015: $377,434Net Income 2015: $942,7142015Revenue 2016: $2,767,395Expenses 2016: $1,687,849Net Income 2016: $1,079,5462016Revenue 2017: $1,308,907Expenses 2017: $1,742,484Net Income 2017: -$433,5772017Revenue 2018: $1,282,814Expenses 2018: $1,419,780Net Income 2018: -$136,9662018Revenue 2019: $1,651,670Expenses 2019: $1,426,214Net Income 2019: $225,4562019Revenue 2020: $1,651,393Expenses 2020: $1,470,498Net Income 2020: $180,8952020Revenue 2021: $2,712,945Expenses 2021: $1,424,884Net Income 2021: $1,288,0612021Revenue 2022: $2,437,672Expenses 2022: $1,925,990Net Income 2022: $511,6822022Revenue 2023: $4,931,163Expenses 2023: $2,141,405Net Income 2023: $2,789,7582023Revenue 2024: $2,531,424Expenses 2024: $1,418,468Net Income 2024: $1,112,9562024

Highlighted filing

2017

Revenue$1,308,907
Expenses$1,742,484
Net Income-$433,577
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 26, 2018
Return Version
2016v3.0
Gross Receipts
$1,648,309
Mission and Program Overview

Mission

The mission of the foundation for talbert house is to provide financial and fundraising support that leaves a legacy for talbert house to provide critical services in the future.

To solely serve as a Foundation for Talbert House Inc. for the purpose of carrying on and furthering the success of that organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,254,562$5,300,636▲ $1,046,074
Cash and Non-Interest-Bearing Accounts$751,353$251,441▼ $499,912
Pledges and Grants Receivable$427,072$120,450▼ $306,622
Accounts Receivable$875,298$29,867▼ $845,431
Total Assets$6,402,057$5,796,487▼ $605,570
Other Assets Total$93,772$94,093▲ $321
Liabilities
Accounts Payable and Accrued Expenses$614,023$28,312▼ $585,711
Total Liabilities$614,023$28,312▼ $585,711
Net Assets / Fund Balance
Unrestricted Net Assets$4,298,005$4,685,095▲ $387,090
Temporarily Rstr Net Assets$1,490,029$1,083,080▼ $406,949
Total Net Assets Fund Balance$5,788,034$5,768,175▼ $19,859
Total Liabilities and Net Assets / Fund Balance$6,402,057$5,796,487▼ $605,570
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Peter HiltzChair
Tom BentleyPast Chair
Leslie McneillVice Chair
Dr Susan StegmanTrustee
Henry BucklinTrustee
Kristin O'BrienTrustee
Mark DavisTrustee
Stacy ColeTrustee
Scott GriffithEx Officio
Ann LugbillSecretary
Neil TilowTalbert House CEO
Carla BrooksTalbert House CFO
Sue SandersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,162,742
Program Service Revenue
$0
Investment Income
$146,165
Other Revenue
$0
All Other Contributions
$1,162,742
Change in Net Assets
$-433,577

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,291,201
Revenue Not Reported on Financial Statements
$17,706
Revenue Not Reported on Form 990
$413,718
Total Revenue per Audited Statements
$1,704,919
Total Revenue per Form 990
$1,308,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,714,070
Other Expenses$28,414
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,714,070--$1,714,070
Fees for Service Investment Mgmnt Fees-$17,706-$17,706
Fees for Services Accounting-$10,708-$10,708
Total Functional Expenses$1,714,070$28,414$0$1,742,484

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,742,484
Expenses per Audited Statements$1,724,778
Total Expenses per Audited Statements$1,724,778
Expenses Not Reported on Financial Statements$17,706
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Talbert House Inccincinnati, OH501(c)(3)Provide Funding for Programs and Activities.$860,504
Talbert Services Inccincinnati, OH501(c)(3)Provide Funding for Programs and Activities.$682,077
Council on Child Abusecincinnati, OH501(c)(3)Provide Funding for Programs and Activities.$157,927
Chapel Street Aptscincinnati, OH-Provide Funding for Programs and Activities.$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Management duties delegated
No

Governance Explanations

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 Foundation for Talbert House.”

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

“THE FORM 990 IS REVIEWED BY SENIOR FINANCE STAFF. THE FORM 990 IS THEN PRESENTED TO SENIOR MANAGEMENT FOR THEIR REVIEW. Finally, the form 990 is electronically sent to all Board of Director members for their review and approval, prior to filing.”

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

“Board of Directors are required to disclose annually any business relationship (including Board membership or employment), personal relationship, and other relationships that they or their families have with any other Foundation Board members, former Board members, or the President/CEO of Talbert House Inc. No such relationships were reported; had any been reported, the Board member would have been prohibited from participating in any related Board discussions or decisions.”

Form 990, Part VI, Section C, line 19

“The Foundation makes Form 990 returns, Letter(s) of Determination, and other information, as required, available upon request.”

Filing and Contact Details

Filer

Filer Name
Foundation for Talbert House
EIN
31-1624973
Phone
5137517747
Address
2600 VICTORY PARKWAY, CINCINNATI, OH 45206

Signing Officer

Name
Peter Hiltz
Title
Chairman of the Board
Phone
5137517747
Signed
2018-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Hiltz
Formed
1998
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Clark Schaefer Hackett & Co
Address
1 East 4th Street, Cincinnati, OH 45202
Preparer
Jane E Pfeifer
Phone
5132413111
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in cash surrender value - life insurance 321.”

Form 990, Part XII, Line 2C:

“This process has not changed from the prior year. The audited financial statements are reviewed by the affiliation's audit committee.”

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 determined that it is not a private foundation as defined by the Internal Revenue Code. The Organization 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 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 Organization does not believe it has any unrelated business income.”

Part XI, Line 2D - Other Adjustments:

“Change in cash surrender value - life insurance 321.”

Raw XML AppendixShowing 400 of 454 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/Form990PartVIISectionAGrp/TitleTxt0Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11Talbert House CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Talbert House CEO
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0427072
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0120450
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Peter Hiltz
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02657175
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01660608
IRS990/PYInvestmentIncomeAmt0110220
IRS990/PYOtherExpensesAmt027241
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01079546
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01687849
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02767395
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-433577
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01162742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02657175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0302064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0242927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0244555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04609463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0102142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt093759
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt086134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt074442
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0447044
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91160
IRS990ScheduleA/PublicSupportPY170Pct00.91050
IRS990ScheduleA/PublicSupportTotal170Amt04609463
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01162742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02657175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0302064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0242927
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0244555
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04609463
IRS990ScheduleA/TotalSupportAmt05056507
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/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt017706
IRS990ScheduleD/ExpensesSubtotalAmt01724778
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt017706
IRS990ScheduleD/InvestmentExpensesNotIncldAmt017706
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0413397
IRS990ScheduleD/OtherRevenueAmt0321
IRS990ScheduleD/RevenueNotReportedAmt0413718
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017706
IRS990ScheduleD/RevenueSubtotalAmt01291201
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 determined that it is not a private foundation as defined by the Internal Revenue Code. The Organization 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 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 Organization does not believe it has any unrelated business income.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in cash surrender value - life insurance 321.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01742484
IRS990ScheduleD/TotalRevenuePerForm990Amt01308907
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01704919
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01724778
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0860504
IRS990ScheduleI/RecipientTable/CashGrantAmt1682077
IRS990ScheduleI/RecipientTable/CashGrantAmt2157927
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TALBERT HOUSE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TALBERT SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Council on Child Abuse
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Chapel Street Apts
IRS990ScheduleI/RecipientTable/RecipientEIN0310713350
IRS990ScheduleI/RecipientTable/RecipientEIN1311276766
IRS990ScheduleI/RecipientTable/RecipientEIN2310942232
IRS990ScheduleI/RecipientTable/RecipientEIN3474452457
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02600 VICTORY PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12600 VICTORY PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt24531 READING ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32600 VICTORY PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0cincinnati
IRS990ScheduleI/RecipientTable/USAddress/CityNm1cincinnati
IRS990ScheduleI/RecipientTable/USAddress/CityNm2cincinnati
IRS990ScheduleI/RecipientTable/USAddress/CityNm3cincinnati
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd245229
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd345206
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation's Board of Trustees employs several processes for monitoring the use of its grant funds; These include independent review of grantee's programs by the Foundation Board, review and examination of grantee's financial statements and Independent Auditor's Reports, discussion with key management and personnel of the grantee, and receipt of regular reports from the grantee.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no separate committees that have the authority to act on behalf of the governing body for Foundation for Talbert House.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY SENIOR FINANCE STAFF. THE FORM 990 IS THEN PRESENTED TO SENIOR MANAGEMENT FOR THEIR REVIEW. Finally, the form 990 is electronically sent to all Board of Director members for their review and approval, prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Directors are required to disclose annually any business relationship (including Board membership or employment), personal relationship, and other relationships that they or their families have with any other Foundation Board members, former Board members, or the President/CEO of Talbert House Inc. No such relationships were reported; had any been reported, the Board member would have been prohibited from participating in any related Board discussions or decisions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation makes Form 990 returns, Letter(s) of Determination, and other information, as required, available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Change in cash surrender value - life insurance 321.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AFFILIATION'S AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01490029
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01083080
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06402057
IRS990/TotalAssetsEOYAmt05796487
IRS990/TotalAssetsGrp/BOYAmt06402057
IRS990/TotalAssetsGrp/EOYAmt05796487
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01162742
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028414
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01714070
IRS990/TotalFunctionalExpensesGrp/TotalAmt01742484
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0614023
IRS990/TotalLiabilitiesEOYAmt028312
IRS990/TotalLiabilitiesGrp/BOYAmt0614023
IRS990/TotalLiabilitiesGrp/EOYAmt028312
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05788034
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05768175
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01714070
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0146165
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01308907

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,796,487
Liabilities
$28,312
Net assets
$5,768,175
Revenue
$1,308,907
Expenses
$1,742,484
Net income
-$433,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.03$12.9$2.53$1.42$1.11
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.11$11.1$4.93$2.14$2.79
2022Detailed filing. Detailed filing data is available for this year.$8.06$0.18$7.87$2.44$1.93$0.51
2021Detailed filing. Detailed filing data is available for this year.$8.47$0.03$8.44$2.71$1.42$1.29
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.04$5.77$1.65$1.47$0.18
2019Detailed filing. Detailed filing data is available for this year.$5.97$0.06$5.91$1.65$1.43$0.23
2018Detailed filing. Detailed filing data is available for this year.$5.97$0.17$5.80$1.28$1.42$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.80$0.03$5.77$1.31$1.74$0.43
2016Detailed filing. Detailed filing data is available for this year.$6.40$0.61$5.79$2.77$1.69$1.08
2015Detailed filing. Detailed filing data is available for this year.$5.05$0.23$4.81$1.32$0.38$0.94
2014Detailed filing. Detailed filing data is available for this year.$4.85$0.07$4.79$0.47$0.20$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.02$4.02$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.11$3.53$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.05