TALBERT HOUSE PRIMARY CARE (EIN 237048070) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

JOSH ARNOLD

Phone

5137517747

Tax Period

2024-07-01 to 2025-06-30

TALBERT HOUSE PRIMARY CARE, founded in 1968, is a small nonprofit in the Mental Health sector that reported $501K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $492,937

Investment Income $0

Other Revenue $8,434

TOTAL REVENUE $501,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $291,753

Fundraising Expenses $0

Program Expenses $514,508

Other Expenses $222,755

TOTAL EXPENSES $514,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$501,371	$784,095	-0.4%
Expenses	$514,508	$763,490	-0.3%
Net Income	$-13,137	$20,605	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$949,665

Total Directors

$438,989

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK ADDY	PAST CHAIR	1.00	Officer Director	$0	$0	$0
DENICE HERTLEIN	CHAIR	1.00	Officer Director	$0	$0	$0
LAURENCE JONES	VICE CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
ANN MARIE TRACEY JD	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHANIE GAITHER	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
RICHARD BODNER	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
DAVID HOGUET	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
JAMES LEONARD	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
ALAN PIKER	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
JENNIFER SHERWOOD	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
SOURUSHE ZANDVAKILI	EXECUTIVE COMMITTEE	1.00	Officer Director	$0	$0	$0
SARAH BRANDENBURG	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL BRUNNER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES J CHALFIE ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
GLENDA COUSINS	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY CRAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JR FOSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL B GOODMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA GOULD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL J HARMON ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
GINA HEMENWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGORY HOERNSCHEMEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET HULBERT	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED JOFFE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
NAVDEEP KANG	BOARD MEMBER	1.00	Director	$0	$0	$0
NAN KOHNEN CAHALL	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE SHIFMAN ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
TED SILBERSTEIN MD	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLA SILLIMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SILVERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
NICHOLAS TEPE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CANDACE NOVAK SABERS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK A VANDER LAAN ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH WEISS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOYANNA WESCHE BLAKE	BOARD MEMBER	1.00	Director	$0	$0	$0
DENNIS WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH ARNOLD	PRESIDENT/CEO	1.00	Officer Director	$0	$30,042	$438,989
CARLA BROOKS	CFO/VICE PRESIDENT	1.00	Officer	$0	$49,816	$397,707
JEREMY BROWN	VICE PRESIDENT	1.00	Officer	$0	$8,012	$112,969

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$501,371	$514,508	$38,918	$-13,137
2024	No data	No data	No data	No data
2023	$546,945	$541,176	$31,450	$5,769
2022	$1,069,647	$1,093,183	$25,681	$-23,536
2021	$1,362,137	$1,357,228	$49,217	$4,909
2020	$1,242,820	$1,240,976	$44,349	$1,844
2019	$1,375,903	$1,448,824	$42,505	$-72,921
2018	$1,382,606	$1,306,628	$115,426	$75,978

TALBERT HOUSE PRIMARY CARE