FOUNDATION FOR TALBERT HOUSE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR TALBERT HOUSE (EIN 31-1624973)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201231369349306118
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T15:02:12-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 East Fifth Street Suite 1900 | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311624973 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for Talbert House | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 5137517747 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Neil F Tilow | Name |
| Title | President & CEO | Title |
| Phone | 5137517747 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Matt Montgomery | Name |
| Phone | 5137847100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tom Bentley | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 961280 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.talberthouse.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | To solely serve as a Foundation for Talbert House, Inc. for the purpose of carrying on and furthering the success of that organization. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 323717 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 766830 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 23098 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11349 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 346815 | TotalRevenuePriorYear |
| Total Revenue Current Year | 778179 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32600 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 38024 | OtherExpensePriorYear |
| Other Expenses Current Year | 33112 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 48024 | TotalExpensesPriorYear |
| Total Expenses Current Year | 65712 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 298791 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 712467 | RevenuesLessExpensesCY |
| Total Assets BOY | 1208786 | TotalAssetsBOY |
| Total Assets EOY | 2091796 | TotalAssetsEOY |
| Total Liabilities BOY | 85 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 525 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1208701 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2091271 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the Foundation for Talbert House is to provide financial and fundraising support that leaves a legacy for Talbert House, Inc. to provide critical services in the future. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 44033 | Expense |
| Grants | 32600 | Grants |
| Description | Support operations of Talbert House, Inc. | Description |
| Total Program Service Expense | 44033 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill Hostler | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5137517747 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Tom Bentley | ||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 |
| Mary Clauder | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Ann Lugbill Esq | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Kit Duvall | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Leslie McNeill | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Mark Davis | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Peter Hiltz | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Bill Laverty | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jim Niehaus | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Sue Sanders | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Susan Stegman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Dotsy Klei | ||||||
| Ex-Officio | 1.00 | X | X | 0 | 0 | 0 |
| Neil F Tilow | ||||||
| Ex-Officio | 1.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 766830 | AllOtherContributions |
| Total Contributions | 766830 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19189 | TotalRevenueColumn |
| Exclusion | $19,189 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 175261 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 183101 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7840 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7840 | TotalRevenueColumn |
| Exclusion | -$7,840 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 778179 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,349 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32600 | Total |
| Program Services | 32600 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9600 | Total |
| Management And General | 9600 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12079 | Total |
| Management And General | 12079 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11165 | Total |
| Program Services | 11165 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268 | Total |
| Program Services | 268 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65712 | Total |
| Program Services | 44033 | ProgramServices |
| Management And General | 21679 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127800 | BOY |
| EOY | 395237 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
| EOY | 500000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 737293 | BOY |
| EOY | 1102334 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93693 | BOY |
| EOY | 94225 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1208786 | BOY |
| EOY | 2091796 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85 | BOY |
| EOY | 525 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85 | BOY |
| EOY | 525 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1208701 | BOY |
| EOY | 1841271 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 250000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1208701 | BOY |
| EOY | 2091271 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1208786 | BOY |
| EOY | 2091796 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 712467 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 170103 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 122692 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 118914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 323717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 766830 | CurrentTaxYear |
| Total | 1433793 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 122692 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 118914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101640 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 323717 | CurrentTaxYearMinus1Year |
| Current Tax Year | 766830 | CurrentTaxYear |
| Total | 1433793 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1433793 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18684 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21633 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19189 | CurrentTaxYear |
| Total | 93525 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1527318 | TotalSupport |
| Public Support Pertcentage170 | 0.93880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90570 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 778179 | TotalRevenue |
| Total Expenses | 65712 | TotalExpenses |
| Excess Or Deficit For Year | 712467 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 169571 | NetUnrealizedGLOnInvestments |
| Other | $532 | OtherAmount |
| Total Adjustments | 170103 | TotalAdjustments |
| Excess Or Deficit Per FS | 882570 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 936203 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 169571 | NetUnrealizedGainsInvestments |
| Other Revenues | 532 | OtherRevenues |
| Revenue Not Rptd F990 | 170103 | RevenueNotRptdF990 |
| Revenue Subtotal | 766100 | RevenueSubtotal |
| Investment Expenses Not Included | 12079 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12079 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 778179 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 53633 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 53633 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 12079 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 12079 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 65712 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XI, Line 8 - Other Adjustments: | Change in Cash Surrender Value - Life Insurance 532. |
| Part XII, Line 2d - Other Adjustments: | Change in Cash Surrender Value of Insurance Policies 532. |
| Part X: 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 or expected to be taken in a tax return. The Organization does not believe its financial statements include any uncertain tax positions. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Talbert House Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 Victory Parkway | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 310713350 | EINOfRecipient |
| IRC Section | Section 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 32600 | AmountOfCashGrant |
| Purpose Of Grant | Support for Talbert House programs & activities. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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 the grantee. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 11 | 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. | |
| 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 in FY 2010. | Form 990, Part VI, Section B, line 12c | |
| The Foundation makes Form 990 returns, Letter(s) of Determination, and other information as required available upon request. | Form 990, Part VI, Section C, line 19 | |
| There are currently 11 voting members of the Board of Trustees. The President and Chair of Talbert House are ex-officio members of the Board of Trustees of Foundation for Talbert House, but have no voting rights, except that any change in the organization's purpose must be approved by both of these members. | Form 990, Part VII: | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 169,571. Change in Cash Surrender Value - Life Insurance 532. Total to Form 990, Part XI, Line 5: 170,103. | Form 990, Part XI, line 5: |
| Explanation of Audited Financial Statements: | The audited financial statements are overseen by the Talbert Houses's audit committee. | Form 990, Part XII, Line 2: |
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