2024-05-02T12:27:56-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2022-07-01 237048070 TALBERT HOUSE PRIMARY CARE TALB 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 CARLA BROOKS CFO 5137517747 2024-05-02 1 CARLA BROOKS 999009999 1 NATOSHA CARR P01225377 5132413111 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSH ARNOLD 2600 VICTORY PARKWAY CINCINNATI OH 45206 546945 0 X N/A X 1968 OH DELIVERY OF SERVICES TO A BROAD-BASED POPULATION IN THE CRIMINAL JUSTICE, MENTAL HEALTH AND SUBSTANCE ABUSE AREAS. THE MISSION IS TO REDUCE AND/OR MODIFY DYSFUNCTIONAL BEHAVIOR AND TO FACILITATE SOCIAL ADJUSTMENT AND PERSONAL GROWTH OF THE RECIPIENTS OF ITS PROGRAMS' SERVICES. 47 46 9 36 0 0 300 300 1048695 544283 0 0 20652 2362 1069647 546945 0 0 0 0 0 160808 0 0 0 1093183 380368 1093183 541176 -23536 5769 25681 31450 0 0 25681 31450 X DELIVERY OF SERVICES TO A BROAD-BASED POPULATION IN THE CRIMINAL JUSTICE, MENTAL HEALTH AND SUBSTANCE ABUSE AREAS. THE MISSION IS TO REDUCE AND/OR MODIFY DYSFUNCTIONAL BEHAVIOR AND TO FACILITATE SOCIAL ADJUSTMENT AND PERSONAL GROWTH OF THE RECIPIENTS OF ITS PROGRAMS' SERVICES. 0 0 541176 544523 TALBERT HOUSE PRIMARY CARE PROVIDES PRIMARY CARE TO ADULTS AND YOUTH, AGES 12 AND OLDER. PRIMARY CARE IS THE DAY-TO-DAY HEALTHCARE GIVEN BY A HEALTH CARE PROVIDER, TYPICALLY THE FIRST CONTACT AND PRINCIPAL POINT OF CONTINUING CARE FOR PATIENTS WITHIN A HEALTHCARE SYSTEM, AND COORDINATES OTHER SPECIALIST CARE THAT THE PATIENT MAY NEED. 541176 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 47 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CARLA A BROOKS CPA 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 MARK ADDY CHAIR 1.00 1.00 X X 0 0 0 DENICE HERTLEIN VICE CHAIR/TREASURER 1.00 1.00 X X 0 0 0 LAURENCE JONES VICE CHAIR 1.00 1.00 X X 0 0 0 ANN MARIE TRACEY JD SECRETARY 1.00 1.00 X X 0 0 0 STEPHANIE GAITHER PAST CHAIR 1.00 1.00 X X 0 0 0 RICHARD BODNER EXECUTIVE COMMITTEE 1.00 1.00 X X 0 0 0 DAVID HOGUET EXECUTIVE COMMITTEE 1.00 1.00 X X 0 0 0 JAMES LEONARD EXECUTIVE COMMITTEE 1.00 1.00 X X 0 0 0 ALAN PIKER EXECUTIVE COMMITTEE 1.00 1.00 X X 0 0 0 JENNIFER SHERWOOD EXECUTIVE COMMITTEE 1.00 1.00 X X 0 0 0 SOURUSHE ZANDVAKILI EXECUTIVE COMMITTEE 1.00 1.00 X X 0 0 0 PAUL BRUNNER BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES J CHALFIE ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 CHERRYL CHRISTENSEN MD BOARD MEMBER 1.00 1.00 X 0 0 0 GLENDA COUSINS BOARD MEMBER 1.00 1.00 X 0 0 0 CATHY CRAIN BOARD MEMBER 1.00 1.00 X 0 0 0 MEREDITH FOSSETT BOARD MEMBER (JOINED) 1.00 1.00 X 0 0 0 JR FOSTER BOARD MEMBER (JOINED) 1.00 1.00 X 0 0 0 CAROL B GOODMAN BOARD MEMBER 1.00 1.00 X 0 0 0 BARBARA GOULD BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL J HARMON ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 GINA HEMENWAY BOARD MEMBER 1.00 1.00 X 0 0 0 GREGORY HOERNSCHEMEYER BOARD MEMBER 1.00 1.00 X 0 0 0 MARGARET HULBERT BOARD MEMBER 1.00 1.00 X 0 0 0 FRED JOFFE BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT JONES BOARD MEMBER 1.00 1.00 X 0 0 0 NAVDEEP KANG BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS C KILCOYNE ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 NAN KOHNEN CAHALL BOARD MEMBER (JOINED) 1.00 1.00 X 0 0 0 SARAH LEYSHOCK BOARD MEMBER (JOINED) 1.00 1.00 X 0 0 0 ROBERT MEACHAM BOARD MEMBER 1.00 1.00 X 0 0 0 PETERSON MINGO BOARD MEMBER 1.00 1.00 X 0 0 0 JULIE SHIFMAN ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 TED SILBERSTEIN MD BOARD MEMBER 1.00 1.00 X 0 0 0 MARLA SILLIMAN BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN SILVERMAN BOARD MEMBER 1.00 1.00 X 0 0 0 NICHOLAS TEPE BOARD MEMBER 1.00 1.00 X 0 0 0 CHRISTOPHER THOMPSON BOARD MEMBER 1.00 1.00 X 0 0 0 ALEX TRIANTAFILOU BOARD MEMBER 1.00 1.00 X 0 0 0 CANDACE NOVAK SABERS BOARD MEMBER (JOINED) 1.00 1.00 X 0 0 0 MARK VANDER LAAN ESQ BOARD MEMBER 1.00 1.00 X 0 0 0 SARAH WEISS BOARD MEMBER 1.00 1.00 X 0 0 0 JOYANNA WESCHE BLAKE BOARD MEMBER 1.00 1.00 X 0 0 0 GWENDOLYN J WILDER BOARD MEMBER 1.00 1.00 X 0 0 0 DENNIS WILLIAMS BOARD MEMBER 1.00 1.00 X 0 0 0 BARRY WILLISON BOARD MEMBER 1.00 1.00 X 0 0 0 JOSH ARNOLD VICE PRESIDENT 1.00 50.00 X 0 209248 88874 MAUREEN DONNELLAN HABEL VICE PRESIDENT 1.00 50.00 X 0 139561 28471 HAROLD HOWARD VICE PRESIDENT 1.00 50.00 X 0 139321 39241 BRAD A MCMONIGLE VICE PRESIDENT 1.00 50.00 X 0 186235 48819 TERESA NAU VICE PRESIDENT 1.00 50.00 X 0 165398 30995 AMELIA ORR VICE PRESIDENT 1.00 50.00 X 0 171111 34793 JESSICA POWELL VICE PRESIDENT 1.00 50.00 X 0 145904 19117 TIFFANY THOMAS VICE PRESIDENT 1.00 50.00 X 0 120045 35225 CARLA BROOKS CFO/VICE PRESIDENT 1.00 50.00 X 0 251336 97487 NEIL F TILOW PRESIDENT/CEO 1.00 60.00 X X 0 676170 53123 0 2204329 476145 0 0 1 0 0 300 300 MEDICAID 624100 257039 257039 SELF PAY FEES 624100 183456 183456 CONTRACTUAL - INSURANC 624100 51485 51485 INTERNAL SERVICES 624100 35518 35518 MEDICARE 624100 16785 16785 544283 MISCELLANEOUS REVENUE 541900 2122 2122 PRIMARY CARE REVENUE 624100 240 240 2362 546945 544523 0 2122 X 122538 122538 28617 28617 9653 9653 4216 4216 15173 15173 48129 48129 325 325 16716 16716 ALLOWANCE FOR BAD DEBT 129667 129667 SUPPLIES 58150 58150 COORDINATION SERVICES 34658 34658 ALLOC. ADMIN EXPENSE 19107 19107 54227 54227 541176 541176 0 0 3173 7464 22508 23986 25681 31450 0 0 X 25681 31450 25681 31450 25681 31450 5769 0 X X 0 1 X 1 0 X 275 519583 489901 300 300 1010359 1372524 716859 842496 1048330 544283 4524492 1372799 1236442 1332397 1048630 544583 5534851 0 0 0 5534851 3104 6378 29740 21017 2362 62601 1375903 1242820 1362137 1069647 546945 5597452 0.98880 0.99060 0.00000 X 0 X PART X, LINE 2: THE AGENCY IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY 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 AGENCY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE AGENCY'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE AGENCY'S POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. 0 0 0 0 0 0 0 0 0 JOSH ARNOLD VICE PRESIDENT 0 194736 0 14512 0 0 0 68848 0 20026 0 298122 0 0 MAUREEN DONNELLAN HABEL VICE PRESIDENT 0 128596 0 10965 0 0 0 17775 0 10696 0 168032 0 0 HAROLD HOWARD VICE PRESIDENT 0 128284 0 11037 0 0 0 19485 0 19756 0 178562 0 0 BRAD A MCMONIGLE VICE PRESIDENT 0 172508 0 13727 0 0 0 31164 0 17655 0 235054 0 0 TERESA NAU VICE PRESIDENT 0 152041 0 13357 0 0 0 24786 0 6209 0 196393 0 0 AMELIA ORR VICE PRESIDENT 0 156446 0 14665 0 0 0 28038 0 6755 0 205904 0 0 JESSICA POWELL VICE PRESIDENT 0 134954 0 10950 0 0 0 12957 0 6160 0 165021 0 0 TIFFANY THOMAS VICE PRESIDENT 0 110044 0 10001 0 0 0 15495 0 19730 0 155270 0 0 CARLA BROOKS CFO/VICE PRESIDENT 0 230702 0 20634 0 0 0 85428 0 12059 0 348823 0 0 NEIL F TILOW PRESIDENT/CEO 0 378509 0 123396 0 174265 0 40000 0 13123 0 729293 0 174265 PART I, LINE 4 NEIL F. TILOW, PRESIDENT AND CEO, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, DEFFERING $75,000 IN THE CURRENT YEAR, SUBJECT TO FORFEITURE, AND RECEIVING $78,723 IN THE CURRENT YEAR. MR. TILOW RECEIVES ANNUAL DEFERRED COMPENSATION CREDITS OF $75,000 THAT ACCRUE MARKET EARNINGS UNTIL PAID. THE ANNUAL CREDITS ARE PAID ON THE EARLIER OF THE THIRD ANNIVERSARY OF THE CREDIT DATE OR UPON MR. TILOW ATTAINING AGE 65, PROVIDED THAT HE REMAIN EMPLOYED WITH TALBERT HOUSE UNTIL THE PAYMENT OCCURS. IN ADDITION, A SECOND DEFERRED COMPENSATION ARRANGEMENT FOR SUPPLEMENTAL RETIREMENT PURPOSES EXISTS IN WHICH NEIL TILOW, PRESIDENT AND CEO, RECEIVES ANNUAL CREDIT OF $100,000 PER YEAR, SUBJECT TO FORFEITURE, BUT NOT EARNED UNTIL PERFORMANCE CONDITIONS ARE MET IN FUTURE YEARS. MR. TILOW RECEIVED $95,542 IN THE CURRENT YEAR. PART III- SUPPLEMENTAL INFORMATION THE DEFERRED COMPENSATION ARRANGEMENTS WERE ESTABLISHED TO PROVIDE NEIL TILOW, PRESIDENT AND CEO, WITH SUPPLEMENTAL RETIREMENT INCOME AND ENHANCE HIS RETENTION INCENTIVES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY SENIOR FINANCE STAFF OF TALBERT HOUSE, SOLE MEMBER OF GATEWAY RECOVERY, INC. AND THE PUBLIC ACCOUNTING FIRM THAT ASSISTS IN ITS PREPARATION. THE FORM 990 IS THEN PRESENTED TO SENIOR MANAGEMENT AND THE FINANCE COMMITTEE OF TALBERT HOUSE, THE SOLE MEMBER. THE FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C POSSIBLE CONFLICTS OF INTEREST ARE MONITORED BY AN ANNUAL MAILING TO THE BOARD OF TRUSTEES IN WHICH THEY ARE ASKED TO DISCLOSE ANY RELATIONSHIPS WITH ANY PERSON OR BUSINESS THAT MAY BE A SOURCE OF CONFLICT OF INTEREST. CONFLICT OF INTEREST POLICY REGARDING EMPLOYEES IS EMPHASIZED IN ORIENTATION AS WELL AS ONGOING ANNUAL TRAININGS AND IS INCLUDED IN THE CORPORATE COMPLIANCE PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 24E BANK CHARGES: PROGRAM SERVICE EXPENSES 18,065. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,065. P/C FREE CARE: PROGRAM SERVICE EXPENSES 17,680. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,680. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 10,099. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,099. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 5,589. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,589. EDUCATION AND TRAINING: PROGRAM SERVICE EXPENSES 2,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,083. OTHER EMPLOYEE EXPENSES: PROGRAM SERVICE EXPENSES 674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 674. CLIENT ASSISTANCE: PROGRAM SERVICE EXPENSES 37. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. TALBERT HOUSE 2600 VICTORY PARKWAY CINCINNATI OH 45206 310713350 PROVIDE SERVICES IN CRIMINAL JUSTICE, MENTAL HEALTH & SUBSTANCE ABUSE OH 501(C)(3) LINE 7 N/A 0 GATEWAYS RECOVERY INC 2600 VICTORY PARKWAY CINCINNATI OH 45206 310837134 ADDICTION & BEHAVIORAL HEALTH CARE OUTPATIENT SVCS TO ADULTS & ADOLESCENTS OH 501(C)(3) LINE 7 TALBERT HOUSE INC 0 COUNCIL ON CHILD ABUSE OF SOUTHERN OHIO INC 4531 READING ROAD CINCINNATI OH 45229 310942232 PROVIDES EDUCATIONAL AND PUBLIC AWARENESS PROGRAMS TO PREVENT CHILD ABUSE OH 501(C)(3) LINE 7 TALBERT HOUSE INC 0 TALBERT SERVICES 2600 VICTORY PARKWAY CINCINNATI OH 45206 311276766 HOLD & RENT PROPERTY FROM RELATED EXEMPT ORGANIZATIONS OH 501(C)(3) LINE 12A, I TALBERT HOUSE INC 0 HEALTH CARE ACCESS NOW 2600 VICTORY PARKWAY CINCINNATI OH 45206 264042151 TO IMPROVE THE ACCESS TO AND DELIVERY OF HEALTHCARE FOR GREATER CINCINNATI OH 501(C)(3) LINE 10 TALBERT HOUSE INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0