Totals
- Total revenue
- $737,948
- Total expenses
- $894,749
- Contributions and grants received
- $610,477
- Grants paid
- $0
- Program service revenue
- $44,964
- Investment income
- $19,518
- Other revenue
- $62,989
- Total assets, end of year
- $1,004,073
- Total liabilities, end of year
- $37,417
- Net assets or fund balances, end of year
- $966,656
- Program services expenses (Part IX)
- $854,895
- Management and general expenses
- $37,334
- Fundraising expenses
- $2,520
- Program service expenses (Part III)
- $854,895
Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$16,739
-
1e · Government grants (contributions)
$349,404
-
1f · All other contributions, gifts and grants
$244,334
-
2a · Program service revenue: TRANSPORTATION
total $9,863 · related or exempt $9,863
-
2b · Program service revenue: SENIOR CENTER PROGRAMS
total $325 · related or exempt $325
-
2c · Program service revenue: CAREGIVER
-
2d · Program service revenue: OTHER SENIOR PROGRAMS
total $20,299 · related or exempt $20,299
-
2e · Program service revenue: ALL OTHER PROGRAMS
total $6,636 · related or exempt $6,636
-
2f · All other program service revenue
total $7,841 · related or exempt $7,841
-
3 · Investment income
total $19,518 · related or exempt $19,518
-
8a · Fundraising events: gross income
$53,533
-
8b · Fundraising events: direct expenses
$3,112
-
8c · Net income from fundraising events
total $50,421 · excluded $50,421
-
9a · Gaming: gross income
$624
-
9c · Net income from gaming
total $624 · related or exempt $624
-
11a · Other revenue: ALL OTHER
total $11,944 · related or exempt $11,944
-
11e · Other revenue, total
$11,944
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $576,829 · program services $575,133 · management and general $1,696
-
9 · Other employee benefits
total -$19,203 · management and general -$19,203
-
10 · Payroll taxes
total $45,079 · program services $44,810 · management and general $269
-
11c · Fees: accounting
total $1,275 · management and general $1,275
-
11f · Fees: investment management
total $843 · management and general $843
-
12 · Advertising and promotion
total $1,754 · management and general $1,754
-
13 · Office expenses
total $16,168 · program services $2,570 · management and general $13,598
-
16 · Occupancy
total $7,230 · management and general $7,230
-
17 · Travel
total $3,634 · program services $3,428 · management and general $206
-
20 · Interest
total $93 · program services $72 · management and general $21
-
22 · Depreciation, depletion and amortization
total $3,050 · program services $2,906 · management and general $144
-
23 · Insurance
total $57,282 · program services $35,463 · management and general $21,819
-
24a · Other expenses: PRINTING
total $1,614 · program services $1,174 · management and general $440
-
24b · Other expenses: PROGRAM EXPENSES
total $199,101 · program services $189,339 · management and general $7,242 · fundraising $2,520
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $542,884 · end of year $4,368
-
2 · Savings and temporary cash investments
beginning of year $241,895 · end of year $787,917
-
4 · Accounts receivable
beginning of year $140,945 · end of year $54,395
-
10a · Land, buildings and equipment: cost or other basis
$162,348
-
10b · Land, buildings and equipment: accumulated depreciation
$160,913
-
10c · Land, buildings and equipment, net
beginning of year $4,485 · end of year $1,435
-
11 · Investments: publicly traded securities
beginning of year $15,611 · end of year $15,239
-
15 · Other assets
beginning of year $209,334 · end of year $140,719
-
17 · Accounts payable and accrued expenses
beginning of year $39,852 · end of year $37,417
-
27 · Net assets without donor restrictions
beginning of year $918,859 · end of year $757,177
-
28 · Net assets with donor restrictions
beginning of year $196,443 · end of year $209,479
Mission and programs · 2024
Mission
THE MISSION OF SHELBY SENIOR SERVICES, INC IS TO RESPOND TO THE EVER-CHANGING NEEDS OF SENIORS AND THEIR FAMILIES, TO AFFECT IN POSITIVE WAYS THEIR QUALITY OF LIFE, AND TO ASSIST IN MAINTAINING THEIR INDEPENDENCE.
-
TRANSPORTATION: VEHICLES ARE USED TO TRANSPORT WITHIN SHELBY COUNTY, INDIANA, SENIOR CITIZENS TO DOCTORS, GROCERY STORES, AND TO LUNCH AND OTHER ACTIVITIES AT THE SENIOR CENTER. DURING THE SHORT TAX YEAR ENDING DECEMBER 31, 2024, 230 INDIVIDUAL SENIORS MADE MULTIPLE RIDES ON OUR VEHICLES. ON AVERAGE, WE UTILIZE A MINIMUM OF FOUR DRIVERS PER DAY.
Expenses $671,002
-
SENIOR CENTER (HORIZON CENTER) / HEALTH PROMOTIONS/ INFORMATION ASSISTANCE: PROVIDES A MEETING PLACE FOR SENIORS TO PARTICIPATE IN GROUP ACTIVITES INCLUDING LUNCH PROGRAMS, CLASSES, HEALTH PROGRAMS AND OTHER SOCIAL INTERACTION OPPORTUNITIES. DURING THE SHORT TAX YEAR ENDING DECEMBER 31, 2024, MORE THAN APPROXIMATELY 532 DIFFERENT PARTICIPANTS AT ACTIVITIES AT THE FOUR HORIZON CENTERS INCLUDING VARIOUS CRAFT, COOKING, KNITTING INSTRUCTION AS WELL AS BINGO, EUCHER AND OTHER GROUP ACTIVITIES. ADDITIONALLY, LIMITED SERVICES WERE PROVIDED THROUGH OUR EXISTING SATELLITE CENTERS IN NEARBY MORRISTOWN, FAIRLAND, AND WALDRON COMMUNITIES, ALL LOCATED IN SHELBY COUNTY.
Expenses $132,592
-
SOCIAL SERVICES: INCLUDES CAREGIVER/ OUTREACH: SERVICES, HEALTH PROMOTIONS AND INFORMATION ASSISTANCE PROVIDED TO SENIOR CITIZENS INCLUDING LIGHT HOUSEKEEPING, LAUNDRY, SHOPPING, PERSONAL CARE, AND MEAL PREPARATION. IN THE SHORT TAX YEAR ENDING DECEMBER 31, 2024, 88 FAMILIES / INDIVIDUALS RECIEVED 4,347 UNITS OF CAREGIVER ASSISTANCE.
Expenses $51,301
As filed on the 2024 return.
Listed in Part VII
-
Camelia CucuruzCAMELIA CUCURUZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Beth CrouchBETH CROUCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jason AbelJASON ABEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jenni HaehlJENNI HAEHL
PRESIDENT & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Brandy CoomesBRANDY COOMES
SECRETARY & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Heather RossHEATHER ROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jamie MarcumJAMIE MARCUM
TREASURER BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kevin WilliamsKEVIN WILLIAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cindy WeidnerCINDY WEIDNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Beau BrowningBEAU BROWNING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bob WortmanBOB WORTMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nick OconnorNICK OCONNOR
VICE PRESIDENT & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Grace DillowGRACE DILLOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kimberley KoehlKIMBERLEY KOEHL
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 45
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349305794
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