2026-04-29T08:00:55-05:00 2025-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2024-07-01 310713350 TALBERT HOUSE TALB 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 JOSH ARNOLD PRESIDENT & CEO 5137517747 2026-04-24 1 0 NATOSHA CARR P01225377 5132413111 2026-04-24 2024 2025-03-06 01:10:19Z JOSH ARNOLD 2600 VICTORY PARKWAY CINCINNATI OH 45206 92767955 0 X WWW.TALBERTHOUSE.ORG X 1965 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. 39 39 2179 27 0 0 59560997 62923208 23050043 25168692 922640 652545 844126 328106 84377806 89072551 500000 1165560 0 0 50608327 51731464 0 0 323780 31909887 34405829 83018214 87302853 1359592 1769698 38128852 41850520 11854254 13725557 26274598 28124963 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 14970241 14448474 PROVIDE COMMUNITY-BASED PROGRAMS, INCLUDING RESIDENTIAL AND RELATED PROGRAMS FOR OFFENDERS, SERVICES FOR SUBSTANCE ABUSE AND OTHERS. 21382747 9159657 OFFER ASSESSMENTS AND SERVICES FOR MENTALLY ILL SUBSTANCE ABUSERS AND PREVENTION, AND EDUCATIONAL SERVICES. 30480327 1641596 ASSIST TRANSITIONAL YOUTH, ADULTS, AND FAMILIES WHO NEED HOUSING & OTHER SUPPORT SERVICES, OFFER AN ARRAY OF WORK RELATED SERVICES, AS WELL AS PRIVATE PAY AND COMMUNITY INITIATIVES. 12766263 1165560 247071 12766263 1165560 247071 79599578 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 954 0 1 2179 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 X CARLA A BROOKS CPA 5137517747 2600 VICTORY PARKWAY CINCINNATI OH 45206 MARK ADDY PAST CHAIR 1.00 1.00 X X 0 0 0 DENICE HERTLEIN CHAIR 1.00 1.00 X X 0 0 0 LAURENCE JONES VICE CHAIR/TREASURER 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 EXECUTIVE COMMITTEE 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 SARAH BRANDENBURG BOARD MEMBER 1.00 1.00 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 GLENDA COUSINS BOARD MEMBER 1.00 1.00 X 0 0 0 CATHY CRAIN BOARD MEMBER 1.00 1.00 X 0 0 0 JR FOSTER BOARD MEMBER 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 NAN KOHNEN CAHALL 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 CANDACE NOVAK SABERS BOARD MEMBER 1.00 1.00 X 0 0 0 MARK A 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 DENNIS WILLIAMS BOARD MEMBER 1.00 1.00 X 0 0 0 JOSH ARNOLD PRESIDENT/CEO 40.00 1.00 X X 408947 0 30042 JODI HARDING VICE PRESIDENT 40.00 1.00 X 218885 0 28435 CARLA BROOKS CFO/VICE PRESIDENT 40.00 1.00 X 347891 0 49816 MAUREEN DONNELLAN HABEL VICE PRESIDENT 40.00 1.00 X 143620 0 34583 HAROLD HOWARD VICE PRESIDENT 40.00 1.00 X 150606 0 39911 KAMARIA TYEHIMBA VICE PRESIDENT 40.00 1.00 X 146415 0 15864 TERESA NAU VICE PRESIDENT 40.00 1.00 X 174694 0 31932 AMY ORR VICE PRESIDENT 40.00 1.00 X 90276 0 14916 JESSICA POWELL VICE PRESIDENT 40.00 1.00 X 152309 0 22809 TIFFANY THOMAS VICE PRESIDENT 40.00 1.00 X 145716 0 37303 JEREMY BROWN VICE PRESIDENT 40.00 1.00 X 104957 0 8012 COREY PELNICK PSYCHIATRIST 40.00 1.00 X 243728 0 31279 BRIAN BROWNING DIRECTOR III 40.00 1.00 X 165609 0 17043 ANDREA KELLER CLINICAL CARE COORDINATOR 40.00 1.00 X 158197 0 9140 LAUREN MENTE NURSE PRACTIONER 40.00 1.00 X 148425 0 25116 MARINA WOLFE NURSE PRACTIONER 40.00 1.00 X 131119 0 14117 NEIL F TILOW FORMER OFFICER 0.00 X 399055 0 0 3330449 0 410318 16 1 1 0 UC HEALTHCARE SYSTEM 3200 BURNETT AVE CINCINNATI OH 45229 LANDLORD 429660 IMPERIAL BAG & PAPER CO LLC 255 US HWY 1 9 JERSEY CITY NJ 07306 SUPPLIER 360658 GUARDIAN PHARMACY OF CINTI LLC 11930 KEMPER SPRINGS DRIVE CINCINNATI OH 45240 PHARMACY 172218 3771 ROBB LLC P O BOX 11675 CINCINNATI OH 45211 LANDLORD 166900 CLIFTON STRAIGHT ST LLC 11589 CAROLINA TRACE ROAD HARRISON OH 45030 LANDLORD 163754 16 1295314 41767428 19860466 62923208 MEDICARE/MEDICAID PAYMENT 624100 12917832 12917832 PER DIEM INCOME 624100 10705930 10705930 SHARED SERVICES FEE INCOME 624100 1354189 1354189 CLIENT- FEES PAID DIRECT 624100 190741 190741 25168692 617874 617874 3727175 2900 3695404 0 31771 2900 34671 34671 MISCELLANEOUS INCOME 561499 273013 273013 TRAINING FEES 561499 55093 55093 328106 89072551 25496798 0 652545 X 1165560 1165560 2397938 2109339 276807 11792 39507838 34613490 4693102 201246 6600996 5961400 614871 24725 3224692 2852328 355370 16994 33180 33180 143015 143015 35000 35000 14568613 13804464 762750 1399 4856083 4632601 215707 7775 680154 663758 16345 51 SUPPLIES 5817015 5767215 49027 773 CLIENT ASSISTANCE 2943842 2943842 STAFF TRAINING AND EDUC 1724975 1254581 456638 13756 OTHER 1189417 595174 561943 32300 2414535 3235826 -834260 12969 87302853 79599578 7379495 323780 1620 1320 5721537 8652961 11157432 13196319 184569 21985 469077 233366 14256763 11436560 2851742 2820203 13717347 10102610 4025528 6821756 38128852 41850520 7626074 9040969 1723419 1219145 218951 236694 2285810 3228749 11854254 13725557 X 26270598 28123963 4000 1000 26274598 28124963 38128852 41850520 1769698 80667 0 X X 0 1 X 1 1 1 X 58049510 54252869 60901713 59560997 62923208 295688297 58049510 54252869 60901713 59560997 62923208 295688297 295688297 84757 86309 345908 520369 617874 1655217 385757 7406 8350 2069 403582 297747096 105498480 0.99310 0.99280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3628229 2530715 1097514 10628534 8905845 1722689 2820203 DUE FROM RELATED PARTIES 6212362 DEPOSITS 20180 OPERATING RIGHT-OF-USE ASSETS 589214 6821756 DEFERRED COMPENSATION PAYABLE 1552054 A/P RELATED PARTY 1082022 OPERATING LEASE LIABILITIES 594673 3228749 X 87766898 80667 -1386320 -1305653 89072551 0 89072551 85916533 -1386320 -1386320 87302853 0 87302853 PART IV, LINE 2B: THE ORGANIZATION HOLDS CLIENT FUNDS IN VARIOUS BANK ACCOUNTS AND DISBURSES THEM ACCORDING TO LEGAL AND PROGRAMMATIC GUIDELINES. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES INCLUDED IN OTHER INCOME -1,386,320. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES INCLUDED IN OTHER INCOME -1,386,320. 1 FOUNDATION FOR TALBERT HOUSE 2600 VICTORY PARKWAY CINCINNATI OH 45206 311624973 501(C)(3) 1165560 0 PROVIDE FUNDING FOR PROGRAMS AND ACTIVITIES. 1 0 X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 JOSH ARNOLD PRESIDENT/CEO 261418 0 147529 0 0 0 9803 0 20239 0 438989 0 0 0 NEIL F TILOW FORMER OFFICER 399055 0 0 0 0 0 0 0 0 0 399055 0 0 0 CARLA BROOKS CFO/VICE PRESIDENT 238438 0 109453 0 0 0 36835 0 12981 0 397707 0 0 0 COREY PELNICK PSYCHIATRIST 243728 0 0 0 0 0 11056 0 20223 0 275007 0 0 0 JODI HARDING VICE PRESIDENT 199953 0 18932 0 0 0 18315 0 10120 0 247320 0 0 0 TERESA NAU VICE PRESIDENT 159670 0 15024 0 0 0 25170 0 6762 0 206626 0 0 0 HAROLD HOWARD VICE PRESIDENT 138607 0 11999 0 0 0 20108 0 19803 0 190517 0 0 0 TIFFANY THOMAS VICE PRESIDENT 132549 0 13167 0 0 0 17524 0 19779 0 183019 0 0 0 BRIAN BROWNING DIRECTOR III 119473 0 46136 0 0 0 10452 0 6591 0 182652 0 0 0 MAUREEN DONNELLAN HABEL VICE PRESIDENT 131873 0 11747 0 0 0 22527 0 12056 0 178203 0 0 0 JESSICA POWELL VICE PRESIDENT 152309 0 0 0 0 0 16112 0 6697 0 175118 0 0 0 LAUREN MENTE NURSE PRACTIONER 148425 0 0 0 0 0 5196 0 19920 0 173541 0 0 0 ANDREA KELLER CLINICAL CARE COORDINATOR 156697 0 1500 0 0 0 2326 0 6814 0 167337 0 0 0 KAMARIA TYEHIMBA VICE PRESIDENT 135904 0 10511 0 0 0 15007 0 857 0 162279 0 0 0 PART I, LINE 1A THE AGENCY PAYS FOR THE CEO'S MEMBERSHIP IN A LOCAL SOCIAL CLUB TO PROVIDE A SITE TO USE FOR SELECT AGENCY EVENTS AS WELL AS FOR MEETING BUSINESS CONTEMPORARIES IN ORDER TO PROMOTE THE AGENCY'S INTERESTS WITHIN THE CINCINNATI METRO AREA. ALL EXPENSES ARE BUSINESS RELATED, SUPPORTED BY RECEIPTS, AND NOT REPORTABLE AS TAXABLE COMPENSATION TO THE CEO. 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, JOSH ARNOLD, PARTICIPATED IN RETENTION BONUS PROGRAM TO PROMOTE CONTINUITY OF LEADERSHIP AND LONG-TERM ORGANIZATIONAL STABILITY. 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 12 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 B, LINE 15 AN INDEPENDENT PERSONNEL AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS EXECUTIVE COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER OFFICERS AND VICE PRESIDENTS. THEY UTILIZE COMPARABLE DATA AND AN OUTSIDE COMPENSATION CONSULTING FIRM TO ANALYZE AND EVALUATE THE ORGANIZATION'S EXECUTIVE COMPENSATION, THIS INDEPENDENT BOARD COMMITTEE MAKES ITS RECOMMENDATIONS AS TO COMPENSATION ANNUALLY TO THE BOARD OF DIRECTORS, WHICH THEN APPROVES OR MODIFIES THEIR RECOMMENDATION FOR THE COMING FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, LINE 1: THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE COMPRISED OF OF THE BOARD CHAIR (WHO SHALL ACT AS CHAIR OF SUCH COMMITTEE), THE IMMEDIATE PAST CHAIR, THE OTHER ELECTED OFFICERS OF THE CORPORATION AND SUCH OTHER TRUSTEE OR TRUSTEES APPOINTED BY THE BOARD OF TRUSTEES FROM TIME TO TIME. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF TRUSTEES. FORM 990, PART IX, LINE 11G PAYMENT TO PARTNERS: PROGRAM SERVICE EXPENSES 11,140,220. MANAGEMENT AND GENERAL EXPENSES 10,864. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,151,084. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,664,244. MANAGEMENT AND GENERAL EXPENSES 751,886. FUNDRAISING EXPENSES 1,399. TOTAL EXPENSES 3,417,529. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. TALBERT HOUSE FOOD SERVICES 2600 VICTORY PARKWAY CINCINNATI OH 45206 844685142 FOOD TRUCK OH 23566 57896 TALBERT HOUSE TALBERT SERVICES INC 2600 VICTORY PARKWAY CINCINNATI OH 45206 311276766 HOLD & RENT PROPERTY FROM RELATED EXEMPT ORGANIZATIONS OH 501(C)(3) LINE 12B, II TALBERT HOUSE 1 GATEWAYS RECOVERY INC 2600 VICTORY PARKWAY CINCINNATI OH 45206 310837134 PROVIDE ADDICTION & BEHAVIORAL HEALTH CARE SERVICES TO OH 501(C)(3) LINE 11 TALBERT HOUSE 1 COUNCIL ON CHILD ABUSE OF SOUTHERN OHIO INC 4531 READING ROAD CINCINNATI OH 45229 310942232 PROVIDES EDUCATIONAL AND PUBLIC AWARENESS PROGRAMS TO OH 501(C)(3) LINE 7 TALBERT HOUSE 1 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 1 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 1 TALBERT HOUSING & SUPPORTIVE SERVICES INC 2300 VICTORY PARKWAY CINCINNATI OH 45206 272030238 MANAGE LOW INCOME HOUSING PROJECTS OH C -218 1181734 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 FOUNDATION FOR TALBERT HOUSE B 1165560 TALBERT SERVICES N 752304 GATEWAYS RECOVERY N 170229 HEALTH CARE ACCESS NOW N 198521 COUNCIL ON CHILD ABUSE N 66896 FOUNDATION FOR TALBERT HOUSE C 1295314