FOUNDATION FOR TALBERT HOUSE (EIN 311624973) - 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

1998

Legal Domicile

Principal Officer

RACHEL RASMUSSEN

Phone

5137517747

Tax Period

2022-07-01 to 2023-06-30

FOUNDATION FOR TALBERT HOUSE, founded in 1998, is a community nonprofit in the Human Services sector that reported $4.9M in total revenue in fiscal year 2022. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 57% operating margin.

Mission

TO SOLELY SERVE AS A FOUNDATION FOR TALBERT HOUSE INC. FOR THE PURPOSE OF CARRYING ON AND FURTHERING THE SUCCESS OF THAT ORGANIZATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,715,695

Program Service Revenue $0

Investment Income $215,468

Other Revenue $0

TOTAL REVENUE $4,931,163

Expense Breakdown

Grants Paid $1,992,483

Salaries & Benefits $0

Fundraising Expenses $70,020

Program Expenses $2,029,161

Other Expenses $148,922

TOTAL EXPENSES $2,141,405

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,931,163	$2,437,672	+1.0%
Expenses	$2,141,405	$1,925,990	+0.1%
Net Income	$2,789,758	$511,682	+4.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL RASMUSSEN	CHAIR	1.00	Officer Director	$0	$0	$0
STACY COLE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KRISTIN O'BRIEN	SECRETARY	1.00	Officer Director	$0	$0	$0
SUE SANDERS	TREASURER	1.00	Officer Director	$0	$0	$0
PETER HILTZ	PAST CHAIR	1.00	Officer Director	$0	$0	$0
MARK ADDY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BAHL	TRUSTEE	1.00	Director	$0	$0	$0
KATIE GORMLEY	TRUSTEE	1.00	Director	$0	$0	$0
ANN LUGBILL	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE MCNEILL	TRUSTEE	1.00	Director	$0	$0	$0
SAMUEL ROSSELL	TRUSTEE	1.00	Director	$0	$0	$0
DR SUSAN STEGMAN	TRUSTEE	1.00	Director	$0	$0	$0
CARLA BROOKS	TALBERT HOUSE CFO	1.00	Officer	$0	$0	$0
NEIL TILOW	TALBERT HOUSE CEO	1.00	Officer	$0	$0	$0

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,931,163	$2,141,405	$11,208,853	$2,789,758
2022	$2,437,672	$1,925,990	$8,056,272	$511,682
2021	$2,712,945	$1,424,884	$8,471,990	$1,288,061
2020	$1,651,393	$1,470,498	$5,808,048	$180,895
2019	$1,651,670	$1,426,214	$5,966,470	$225,456
2018	$1,282,814	$1,419,780	$5,966,153	$-136,966

FOUNDATION FOR TALBERT HOUSE