Talbot House FY2023 filing

Tax-deductible

Louisville, KY501(c)(3)EIN 61-6036820Revenue $219K in FY2023

On file with the IRS520 W St Catherine Street, 40203-3168 · Louisville, KYTax-exempt since Sep 1965Publicly supported — 509(a)(2)

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Male alcoholics assistance & rehabilitation.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $35K a year · 14% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $13K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$219K
+18% vs prior year
Spent
$212K
To programs
100%
Net assets
$117K
By yearFY2020–FY2024
Revenue
$219K
FY2023▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2020$112K
FY2021$114K
FY2022$186K
FY2023$219K
FY2024$270K
Expenses
$212K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022Not on file
FY2023$212K
FY2024$207K
Net assets
$117K
FY2023▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$152K
FY2021$100K
FY2022$110K
FY2023$117K
FY2024$119K

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $212K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2021FY2020
John Heun$36,798—
David Land—$31,075

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps men overcome alcoholism through support and rehabilitation programs.

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Provided by the organization

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1 program · in their own filed words · FY2023
01

Maintain three residences housing & alcohol therapy for initial phase of rehab & recovery. Capacity is thirty one.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$13K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$219K
Ln 12
Fees for servicesLn 2g$176K
Gifts and grantsLn 1h$43K
Money outPt IX
$212K
Ln 25
Programscol B$212K
Owns and owesPt X
$117K
net assets · Ln 32
Cash and savingsLn 1–2$106K
Total assetsLn 16$123K
LiabilitiesLn 26$6K
PeoplePt VI, VII
1
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$43K
Government grantsLn 1e$13K
Fees for servicesLn 2g$176K
Total revenueLn 12$219K
Assets in detailPt X, end of year
CashLn 1$106K
Cash and savings togetherLn 1–2$106K
Land, buildings, equipmentLn 10c$11K
Total assetsLn 16$123K
LiabilitiesLn 26$6K
Net assetsLn 32$117K
OperationsPt I, VI
EmployeesI 53
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$118K$106K
Land, buildings, equipmentLn 10c$1K$11K
Total assetsLn 16$120K$123K
LiabilitiesLn 26$10K$6K
Net assetsLn 32$110K$117K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$5K$5K
Office expensesLn 13$2K$2K
OccupancyLn 16$36K$36K
InsuranceLn 23$28K$28K
Other expenses (24a–d)Ln 24$124K$124K
All other expensesLn 24e$16K$16K
Total functional expensesLn 25$212K$212K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $270K$207K$63K$119K 990 PDF
FY2023 Viewing $219K$212K$7K$117K 990 PDF
FY2022 $186K$110K 990 PDF
FY2021 $114K$100K 990 PDF
FY2020 $112K$152K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $219,245 revenue, 12 lines filed
I-8 Contributions and grants$43,060
I-9 Program service revenue$176,185
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$219,245
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$212,159
I-18 Total expenses$212,159
I-19 Revenue less expenses$7,086
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $219,245 across 5 lines filed
VIII-1e Government grants$12,753
VIII-1f All other contributions, gifts and grants$30,307
VIII-1h Total contributions, gifts and grants$43,060
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $176,185$176,185
VIII-12 Total revenueRelated to mission $176,185$219,245
Part IX · Statement of functional expenses $212,159 across 6 lines filed
IX-11c Accounting feesPrograms $5,308$5,308
IX-13 Office expensesPrograms $1,959$1,959
IX-16 OccupancyPrograms $36,444$36,444
IX-23 InsurancePrograms $27,575$27,575
IX-24 Other expenses (24a–d)Programs $124,415$124,415
IX-24e All other expensesPrograms $16,458$16,458
IX-25 Total functional expensesPrograms $212,159 · Management $0 · Fundraising $0$212,159
Part X · Balance sheet $123,289 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $117,952$105,985
X-4 Accounts receivableStart of year $480$3,631
X-9 Prepaid expenses and deferred charges$2,296
X-10c Land, buildings and equipment, netStart of year $1,367$11,377
X-16 Total assetsStart of year $119,799$123,289
X-17 Accounts payable and accrued expensesStart of year $6,573$1,550
X-25 Other liabilitiesStart of year $3,298$4,725
X-26 Total liabilitiesStart of year $9,871$6,275
X-27 Net assets without donor restrictionsStart of year $109,928$117,014
X-32 Total net assets or fund balancesStart of year $109,928$117,014
X-33 Total liabilities and net assetsStart of year $119,799$123,289
Part XI · Reconciliation of net assets $117,014 net assets at year end
XI-1 Total revenue$219,245
XI-2 Total expenses$212,159
XI-3 Revenue less expenses$7,086
XI-4 Net assets at start of year$109,928
XI-10 Net assets at end of year$117,014

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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