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Nonprofiteer
← TALBERT SERVICES INC

Form 990 for tax year 2024

Filed by TALBERT SERVICES INC.

Totals

Total revenue
$7,145,009
Total expenses
$11,706,924
Contributions and grants received
$2,084,191
Grants paid
$6,477,786
Program service revenue
$4,827,402
Investment income
$73,691
Other revenue
$159,725
Total assets, end of year
$37,945,823
Total liabilities, end of year
$22,278,642
Net assets or fund balances, end of year
$15,667,181
Program services expenses (Part IX)
$10,772,044
Management and general expenses
$934,880
Fundraising expenses
$0
Program service expenses (Part III)
$10,772,044

Program services were 92.0% 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

    $1,344,818

  • 1e · Government grants (contributions)

    $325,558

  • 1f · All other contributions, gifts and grants

    $413,815

  • 2a · Program service revenue: RENTAL INCOME

    total $3,653,065 · related or exempt $3,653,065

  • 2b · Program service revenue: CLIENT SERVICE REVENUE

    total $1,174,337 · related or exempt $1,174,337

  • 3 · Investment income

    total $21,260 · excluded $21,260

  • 7a · Gross sales of assets other than inventory

    other assets $6,451,240

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

    other assets $6,398,809

  • 7c · Gain or loss

    other assets $52,431

  • 7d · Net gain or loss

    total $52,431 · excluded $52,431

  • 11a · Other revenue: OTHER INCOME

    total $159,725 · excluded $159,725

  • 11e · Other revenue, total

    $159,725

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,400,975 · program services $6,400,975

  • 2 · Grants to domestic individuals

    total $76,811 · program services $76,811

  • 7 · Other salaries and wages

    total $665,861 · program services $530,983 · management and general $134,878

  • 9 · Other employee benefits

    total $167,517 · program services $143,433 · management and general $24,084

  • 11c · Fees: accounting

    total $21,792 · program services $18,170 · management and general $3,622

  • 11g · Fees: other

    total $509,022 · program services $424,417 · management and general $84,605

  • 16 · Occupancy

    total $844,897 · program services $844,897

  • 20 · Interest

    total $215,149 · management and general $215,149

  • 22 · Depreciation, depletion and amortization

    total $1,522,824 · program services $1,522,824

  • 24a · Other expenses: COORDINATED SERVICES

    total $893,444 · program services $422,519 · management and general $470,925

  • 24b · Other expenses: OTHER

    total $345,418 · program services $344,769 · management and general $649

  • 24c · Other expenses: COMMUNICATION

    total $27,997 · program services $27,029 · management and general $968

  • 24d · Other expenses: SUPPLIES

    total $15,217 · program services $15,217

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $678,736 · end of year $2,391,314

  • 4 · Accounts receivable

    beginning of year $1,082,894 · end of year $789,986

  • 7 · Other notes and loans receivable

    beginning of year $300,000 · end of year $300,000

  • 10a · Land, buildings and equipment: cost or other basis

    $50,056,600

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,434,571

  • 10c · Land, buildings and equipment, net

    beginning of year $24,039,503 · end of year $28,622,029

  • 13 · Investments: program-related

    beginning of year $4,952,497 · end of year $4,950,970

  • 15 · Other assets

    beginning of year $1,154,039 · end of year $891,524

  • 17 · Accounts payable and accrued expenses

    beginning of year $283,444 · end of year $579,289

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,484,692 · end of year $870,714

  • 23 · Secured mortgages and notes payable

    beginning of year $8,567,998 · end of year $14,028,537

  • 25 · Other liabilities

    beginning of year $1,616,865 · end of year $6,800,102

  • 27 · Net assets without donor restrictions

    beginning of year $20,254,670 · end of year $15,667,181

Mission and programs · 2024

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.

Activities or mission (Part I)

OWNS AND RENTS PROPERTY, FURNITURE AND FIXTURES TO TALBERT HOUSE & OTHER ASSOCIATED 501(C)(3) ORGANIZATIONS.

  • TALBERT SERVICES, INC. OWNS PROPERTY, FURNITURE AND FIXTURES AND RENTS THESE ASSETS TO TALBERT HOUSE AND OTHER ASSOCIATED EXEMPT ORGANIZATIONS. IN ADDITION, THE ORGANIZATION RECEIVES A DEVELOPMENT FEE FOR PROVIDING CONSTRUCTION AND DEVELOPMENT SERVICES TO LOW INCOME HOUSING TAX CREDIT PROJECTS THAT THEY HOLD AN OWNERSHIP INTEREST IN THROUGH ONE OF THEIR SUBSIDIARIES. FINALLY, THE ORGANIZATION PROVIDES SHORT TERM SOBER LIVING FACILITIES AND OTHER MENTAL HEALTH SERVICES TO INDIVIDUALS COPING WITH SUBSTANCE ABUSE.

    Expenses $10,772,044 · Grants $6,477,786 · Revenue $4,827,402

As filed on the 2024 return.

Listed in Part VII

  • Steve Hemberger

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephen R Hunt

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Josh Arnold

    SECRETARY

    Total calculated
    $438,989
    From this org
    $0
    From related orgs
    $408,947
    Other
    $30,042
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $261,418 related
    Bonus
    $0 + $147,529 related
    Other
    $0
    Deferred
    $0 + $9,803 related
    Nontaxable benefits
    $0 + $20,239 related
    Filer's total
    $0 + $438,989 related

  • Dan Schimberg

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Maria Collins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lee Groh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen King

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Rickert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Sanders

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Annette Smith Tarver

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Neil Tilow

    PRESIDENT/SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 60 related

  • Carla Brooks

    TALBERT HOUSE CFO

    Total calculated
    $397,707
    From this org
    $0
    From related orgs
    $347,891
    Other
    $49,816
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,438 related
    Bonus
    $0 + $109,453 related
    Other
    $0
    Deferred
    $0 + $36,835 related
    Nontaxable benefits
    $0 + $12,981 related
    Filer's total
    $0 + $397,707 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE CFO, CARLA BROOKS, PARTICIPATED IN A 10 YEAR DEFERRED COMPENSATION ARRANGEMENT FOR SUPPLEMENTAL RETIREMENT PURPOSES. THE ANNUAL CREDITS ARE PAID OVER FOUR YEARS, BEGINNING IN YEAR 2024. THE CEO OF TALBERT HOUSE, JOSH ARNOLD, PARTICIPATED IN A RETENTION BONUS PROGRAM TO PROMOTE CONTINUITY OF LEADERSHIP AND LONG-TERM ORGANIZATIONAL STABILITY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • TALBERT HOUSE

    501(C)(3) · PROVIDE SERVICES IN CRIMINAL JUSTICE, MENTAL HEALTH & SUBSTANCE ABUSE · OH

  • GATEWAYS RECOVERY INC

    501(C)(3) · ADDICTION & BEHAVIORAL HEALTH CARE OUTPATIENT SVCS TO ADULTS & ADOLESCENTS · OH

    Directly controlled by TALBERT HOUSE INC

  • COUNCIL ON CHILD ABUSE OF SOUTHERN OHIO INC

    501(C)(3) · PROVIDES EDUCATIONAL AND PUBLIC AWARENESS PROGRAMS TO PREVENT CHILD ABUSE · OH

    Directly controlled by TALBERT HOUSE INC

  • HEALTH CARE ACCESS NOW

    501(C)(3) · TO IMPROVE THE ACCESS TO AND DELIVERY OF HEALTHCARE FOR GREATER CINCINNATI'S · OH

    Directly controlled by TALBERT HOUSE INC

  • TALBERT HOUSE PRIMARY CARE

    501(C)(3) · PREVENT, ASSESS, TREAT AND REINTEGRATE SERVICES · OH

    Directly controlled by TALBERT HOUSE INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WASHINGTON AVE GROUP HOME

    PERMANENT SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS OR DEVELOPMENTA · OH · income -$20,066 · assets $283,075

    Directly controlled by TALBERT SERVICES INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TALBERT HOUSING & SUPPORTIVE SERVICES INC

    C · MANAGE LOW INCOME HOUSING PROJECTS · OH · 100% owned · share of income -$218 · share of assets $1,181,734

    Directly controlled by TALBERT SERVICES INC

  • CHAPEL STREET ASSOCIATES INC

    C · MANAGE LOW INCOME HOUSING PROJECTS · OH · 100% owned · share of income -$283 · share of assets $543,015

    Directly controlled by TALBERT SERVICES INC

  • PARKWAY APARTMENTS INC

    C · MANAGE LOW INCOME HOUSING PROJECTS · OH · 100% owned · share of income -$329 · share of assets $867,648

    Directly controlled by TALBERT SERVICES INC

  • LOGAN TOWERS ASSOCIATES LLC

    C · MANAGE LOW INCOME HOUSING PROJECTS · OH · 100% owned · share of income -$42,010 · share of assets $997,468

    Directly controlled by TALBERT SERVICES INC

  • 1579 SUMMIT ROAD ASSOCIATES LLC

    C · MANAGE LOW INCOME HOUSING PROJECTS · OH · 100% owned · share of income -$369 · share of assets $1,499,498

    Directly controlled by TALBERT SERVICES INC

Provenance

Return type
form_990
Tax year
2024
Filed
24 April 2026
IRS schema version
2024v5.5
Source object
202601199349300720

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