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← FOUNDATION FOR TALBERT HOUSE

Form 990 for tax year 2023

Filed by FOUNDATION FOR TALBERT HOUSE.

Totals

Total revenue
$2,531,424
Total expenses
$1,418,468
Contributions and grants received
$2,280,893
Grants paid
$1,235,515
Program service revenue
$0
Investment income
$250,531
Other revenue
$0
Total assets, end of year
$12,898,694
Total liabilities, end of year
$28,223
Net assets or fund balances, end of year
$12,870,471
Program services expenses (Part IX)
$1,249,693
Management and general expenses
$42,494
Fundraising expenses
$126,281
Program service expenses (Part III)
$1,249,693

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $500,000

  • 1f · All other contributions, gifts and grants

    $1,780,893

  • 3 · Investment income

    total $212,832 · excluded $212,832

  • 7a · Gross sales of assets other than inventory

    securities $224,122

  • 7b · Less cost or other basis and sales expenses

    securities $186,423

  • 7c · Gain or loss

    securities $37,699

  • 7d · Net gain or loss

    total $37,699 · excluded $37,699

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,235,515 · program services $1,235,515

  • 11b · Fees: legal

    total $385 · management and general $385

  • 11c · Fees: accounting

    total $15,500 · management and general $15,500

  • 11f · Fees: investment management

    total $26,609 · management and general $26,609

  • 23 · Insurance

    total $14,178 · program services $14,178

  • 24a · Other expenses: FUNDRAISING EXPENSE

    total $126,281 · fundraising $126,281

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $198,410 · end of year $1,760,179

  • 3 · Pledges and grants receivable

    beginning of year $2,047,150 · end of year $1,033,500

  • 4 · Accounts receivable

    beginning of year $1,120,525 · end of year $1,377,220

  • 11 · Investments: publicly traded securities

    beginning of year $7,774,754 · end of year $8,659,781

  • 15 · Other assets

    beginning of year $68,014 · end of year $68,014

  • 17 · Accounts payable and accrued expenses

    beginning of year $112,243 · end of year $28,223

  • 27 · Net assets without donor restrictions

    beginning of year $6,614,612 · end of year $7,493,606

  • 28 · Net assets with donor restrictions

    beginning of year $4,481,998 · end of year $5,376,865

Mission and programs · 2023

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.

Activities or mission (Part I)

TO SOLELY SERVE AS A FOUNDATION FOR TALBERT HOUSE INC. FOR THE PURPOSE OF CARRYING ON AND FURTHERING THE SUCCESS OF THAT ORGANIZATION.

  • SUPPORT THE OPERATIONS OF TALBERT HOUSE.

    Expenses $1,249,693 · Grants $1,235,515

As filed on the 2023 return.

Listed in Part VII

  • Ann Lugbill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jason Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leslie McNeill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Agricola

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Samuel Rossell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Savon Gibson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Susan Stegman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rachel Rasmussen

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stacy Cole

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Peter Hiltz

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Bahl

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kristin O'Brien

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Carla Brooks

    TALBERT HOUSE CFO

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202541329349304034

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