2015-05-15T08:34:12-05:00 2014-06-30 311451941 FLYNN & COMPANY INC 7800 E KEMPER ROAD CINCINNATI OH 452491614 990 2013-07-01 311624973 FOUNDATION FOR TALBERT HOUSE FOUN 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 THOMAS BENTLEY CHAIRMAN 5137517747 2015-05-15 1 NICK A VEATCH CPA P01495541 5135309200 2013 2016-03-07 17:11:31Z THOMAS BENTLEY 2600 VICTORY PARKWAY CINCINNATI OH 45206 944141 0 X N/A X 1998 OH TO SOLELY SERVE AS A FOUNDATION FOR TALBERT HOUSE, INC. FOR THE PURPOSE OF CARRYING ON AND FURTHERING THE SUCCESS OF THAT ORGANIZATION. 10 10 0 10 0 0 244555 242927 0 0 81780 223105 0 0 326335 466032 107511 142404 0 0 0 0 0 0 0 45134 56993 152645 199397 173690 266635 4041234 4854209 16367 68371 4024867 4785838 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. 0 0 142404 142404 SUPPORT THE OPERATIONS OF TALBERT HOUSE. 142404 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X WILLIAM HOSTLER CFO 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 X TOM BENTLEY CHAIR 1.00 X X 0 0 0 LESLIE MCNEILL VICE CHAIR 1.00 X X 0 0 0 ANN LUGBILL SECRETARY 1.00 X X 0 0 0 SUE SANDERS TREASURER 1.00 X X 0 0 0 MARK DAVIS TRUSTEE 1.00 X 0 0 0 PETER HITZ TRUSTEE 1.00 X 0 0 0 DR SUE STEGMAN TRUSTEE 1.00 X 0 0 0 HENRY BUCKLIN TRUSTEE 1.00 X 0 0 0 TONY COOK TRUSTEE 1.00 X 0 0 0 RICHARD E WAGNER TRUSTEE (DECEASED) 1.00 X 0 0 0 PAUL BRUNNER EX-OFFICIO 1.00 X 0 0 0 PAUL LAUFMAN EX-OFFICIO 1.00 X 0 0 0 0 0 0 0 0 0 0 0 242927 242927 86134 86134 615080 478109 136971 136971 136971 466032 0 0 223105 142404 142404 13292 13292 34598 34598 MISCELLANEOUS 9103 9103 199397 142404 56993 0 195138 89947 241056 505126 3512423 4162330 92617 96806 4041234 4854209 16367 68371 16367 68371 X 3943225 4696838 81642 89000 4024867 4785838 4041234 4854209 X 266635 490147 4189 X X 0 1 X 1 0 X 323717 766830 510430 244555 242927 2088459 323717 766830 510430 244555 242927 2088459 2088459 21633 19189 32336 74442 86134 233734 2322193 0.89930 0.92130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 925770 490147 4189 494336 431434 34598 34598 466032 164799 0 164799 34598 34598 199397 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 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 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 ENDING JUNE 30, 2013, 2012, AND 2011 ARE CURRENTLY AVAILABLE FOR AUDIT. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE - LIFE INSURANCE SCHEDULE D, LINE 2D - OTHER ADJUSTMENTS CHANGE IN CASH SURRENDER VALUE OF INSURANCE POLICIES: $4,189 1 TALBERT HOUSE INC 2600 VICTORY PARKWAY CINCINNATI OH 45206 310713350 501(C)(3) 142404 PROVIDE FUNDING FOR SPECIAL ENHANCEMENTS OF AGENCY PROGRAMS AND ACTIVITIES. 1 PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE 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 GRANTEE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO SEPERATE 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 11 THE FORM 990 IS REVIEWED BY BOTH SENIOR FINANCE STAFF AND AUDITORS FROM THE OUTSIDE ACCOUNTING FIRM, WHO ASSIST IN ITS PREPERATION. 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 FILLING. 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. FORM 990, PART XI, LINE 9: CHANGE IN CASH SURRENDER VALUE - LIFE INSURANCE 4,189. 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.