2025-05-12T14:05:14-05:00 2024-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2023-07-01 311276766 TALBERT SERVICES INC TALB 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 CARLA BROOKS CFO 5137517747 2025-05-09 1 0 NATOSHA CARR P01225377 5132413111 2025-05-09 2023 2025-03-06 01:10:19Z STEVE HEMBERGER 2600 VICTORY PARKWAY CINCINNATI OH 45206 10295418 0 X N/A X 1987 OH OWNS AND RENTS PROPERTY, FURNITURE AND FIXTURES TO TALBERT HOUSE & OTHER ASSOCIATED 501(C)(3) ORGANIZATIONS. 11 11 0 9 0 0 1292016 819430 4351675 5199566 16192 -1322505 7834 13375 5667717 4709866 41254 66682 0 0 667987 798891 0 0 0 4008523 4664225 4717764 5529798 949953 -819932 28650424 32207669 7568208 11952999 21082216 20254670 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. 0 0 4674362 66682 5199566 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. 4674362 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X CARLA BROOKS 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 ANNETTE SMITH TARVER TRUSTEE 1.00 X 0 0 0 DAN SCHIMBERG TRUSTEE 1.00 X 0 0 0 JOHN RICKERT TRUSTEE 1.00 X 0 0 0 LEE GROH TRUSTEE 1.00 X 0 0 0 MARIA COLLINS TRUSTEE 1.00 X 0 0 0 ROBERT SANDERS TRUSTEE 1.00 X 0 0 0 STEPHEN KING TRUSTEE 1.00 X 0 0 0 STEVE HEMBERGER CHAIR 1.00 X X 0 0 0 JOSH ARNOLD SECRETARY 1.00 X X 0 0 0 STEPHEN R HUNT TREASURER 1.00 X X 0 0 0 CARLA BROOKS TALBERT HOUSE CFO 4.00 50.00 X 0 252831 88892 0 252831 88892 0 0 1 0 JCW CONSTRUCTION 9596 TREETOP LN CINCINNATI OH 45247 CONTRACTOR 487449 1 34356 351415 433659 819430 RENTAL INCOME 532000 3606955 3606955 CLIENT SERVICE REVENUE 531390 958192 958192 DEVELOPER FEE 531390 634419 634419 5199566 28324 28324 4234723 5585552 -1350829 -1350829 -1350829 OTHER INCOME 531390 13375 13375 13375 4709866 5199566 0 -1309130 X 66682 66682 651655 481334 170321 147236 118650 28586 36522 32732 3790 20716 18566 2150 727517 652018 75499 709027 709027 275592 275592 1494500 1494500 COORDINATED SERVICES 641546 342048 299498 DEVELOPER FEE 507535 507535 COMMUNICATION 17323 17323 SUPPLIES 14478 14478 219469 219469 5529798 4674362 855436 0 534279 678736 743773 1082894 300000 300000 309674 44295122 20255619 21218108 24039503 5025601 4952497 518989 1154039 28650424 32207669 756799 283444 1459071 1484692 4835650 8567998 516688 1616865 7568208 11952999 X 21082216 20254670 21082216 20254670 28650424 32207669 X -819932 -7614 X X 0 1 X 1 0 X X 1 TALBERT HOUSE INC 310713350 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2360254 2360254 41934868 20255619 21679249 24039503 INVESTMENT IN CORPORATE SUBSIDIARIES 4952497 F 4952497 DUE TO AFFILIATED PARTIES 1616865 1616865 X 4426660 -7614 -7614 4434274 275592 275592 4709866 5254206 0 5254206 275592 275592 5529798 PART X, LINE 2: THE ORGANIZATION AND ITS SUBSIDIARY WASHINGTON AVENUE SUPPORTIVE HOUSING, LLC., ARE NOT-FOR-PROFIT ENTITIES EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. ITS SUBSIDIARIES (TALBERT HOUSING AND SUPPORT SERVICES, INC., CHAPEL STREET ASSOCIATES, INC. AND PARKWAY APARTMENTS, INC., LOGAN TOWERS ASSOCIATES, LLC AND 1579 SUMMIT ASSOCIATES, LLC) ARE FOR-PROFIT C-CORPORATIONS. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INTEREST RATE SWAP AGREEMENT -7,614. 1 LIVING EXPENSES 415 66682 0 0 0 0 0 0 0 0 0 CARLA BROOKS TALBERT HOUSE CFO 0 229092 0 23739 0 0 0 75900 0 12992 0 341723 0 0 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 $69,476.07 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 $106,710.82 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. A COUNTY OF HAMILTON OHIO - HOSPITAL COMMISSION 316000063 2010-10-01 4989219 REFUND 2002 BONDS & RETIRE OUTSTANDING COMM LOAN 1 0 0 A 3824327 4989219 66748 4922471 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 1 FIFTH THIRD BANK 7.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 6 TALBERT SERVICES, INC. HAS A SINGLE CORPORATE MEMBER, TALBERT HOUSE. FORM 990, PART VI, SECTION A, LINE 7A TALBERT SERVICES, INC. HAS A SINGLE CORPORATE MEMBER, TALBERT HOUSE, WHO HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF TALBERT SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS THAT HAVE A MATERIAL IMPACT TO TALBERT SERVICES, INC. FINANCIAL INFORMATION OR CORPORATION AS A WHOLE ARE SUBJECT TO APPROVAL BY ITS SOLE CORPORATE MEMBER, TALBERT HOUSE. 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 TALBERT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B 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. 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. 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 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 652,018. MANAGEMENT AND GENERAL EXPENSES 75,499. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 727,517. FORM 990, PART XI, LINE 9: LOSS ON INTEREST RATE SWAP AGREEMENT -7,614. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. WASHINGTON AVE GROUP HOME 2600 VICTORY PARKWAY CINCINNATI OH 45206 811492955 PERMANENT SUPPORTIVE HOUSING FOR PERSONS WITH MENTAL ILLNESS OR DEVELOPMENTA OH 5118 246773 TALBERT SERVICES INC 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 10 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 HEALTH CARE ACCESS NOW 2600 VICTORY PARKWAY CINCINNATI OH 45206 264042151 TO IMPROVE THE ACCESS TO AND DELIVERY OF HEALTHCARE FOR GREATER CINCINNATI'S OH 501(C)(3) LINE 7 TALBERT HOUSE INC 0 TALBERT HOUSE PRIMARY CARE 2600 VICTORY PARKWAY CINCINNATI OH 45206 237048070 PREVENT, ASSESS, TREAT AND REINTEGRATE SERVICES OH 501(C)(3) LINE 10 TALBERT HOUSE INC 0 TALBERT HOUSING & SUPPORTIVE SERVICES INC 2600 VICTORY PARKWAY CINCINNATI OH 45206 272030238 MANAGE LOW INCOME HOUSING PROJECTS OH TALBERT SERVICES INC C -150 1181952 1.00000 0 CHAPEL STREET ASSOCIATES INC 2600 VICTORY PARKWAY CINCINNATI OH 45206 474444735 MANAGE LOW INCOME HOUSING PROJECTS OH TALBERT SERVICES INC C -168 543298 1.00000 0 PARKWAY APARTMENTS INC 2600 VICTORY PARKWAY CINCINNATI OH 45206 473417226 MANAGE LOW INCOME HOUSING PROJECTS OH TALBERT SERVICES INC C -48 800942 1.00000 0 LOGAN TOWERS ASSOCIATES LLC 2600 VICTORY PARKWAY CINCINNATI OH 45206 842565312 MANAGE LOW INCOME HOUSING PROJECTS OH TALBERT SERVICES INC C -42036 997653 1.00000 0 1579 SUMMIT ROAD ASSOCIATES LLC 2600 VICTORY PARKWAY CINCINNATI OH 45206 842427901 MANAGE LOW INCOME HOUSING PROJECTS OH TALBERT SERVICES INC C -321 1499867 1.00000 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0