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Nonprofiteer
← SHELBY SENIOR SERVICES INC

Form 990 for tax year 2023

Filed by SHELBY SENIOR SERVICES INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 9 May 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$416,191
Total expenses
$419,954
Contributions and grants received
$342,798
Grants paid
$0
Program service revenue
$23,956
Investment income
$69
Other revenue
$49,368
Total assets, end of year
$1,155,154
Total liabilities, end of year
$39,852
Net assets or fund balances, end of year
$1,115,302
Program services expenses (Part IX)
$313,727
Management and general expenses
$104,912
Fundraising expenses
$1,315
Program service expenses (Part III)
$313,727

Program services were 74.7% 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

    $10,509

  • 1e · Government grants (contributions)

    $224,336

  • 1f · All other contributions, gifts and grants

    $107,953

  • 2a · Program service revenue: TRANSPORTATION

    total $7,085 · related or exempt $7,085

  • 2b · Program service revenue: SENIOR CENTER PROGRAMS

    total $10,290 · related or exempt $10,290

  • 2c · Program service revenue: CAREGIVER

    total $4,081 · related or exempt $4,081

  • 2d · Program service revenue: OTHER SENIOR PROGRAMS

    total $1,827 · related or exempt $1,827

  • 2e · Program service revenue: ALL OTHER PROGRAMS

    total $293 · related or exempt $293

  • 2f · All other program service revenue

    total $380 · related or exempt $380

  • 3 · Investment income

    total $69 · related or exempt $69

  • 8a · Fundraising events: gross income

    $48,303

  • 8b · Fundraising events: direct expenses

    $4,127

  • 8c · Net income from fundraising events

    total $44,176 · excluded $44,176

  • 11a · Other revenue: ALL OTHER

    total $5,192 · related or exempt $5,192

  • 11e · Other revenue, total

    $5,192

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $278,709 · program services $231,996 · management and general $46,713

  • 10 · Payroll taxes

    total $21,380 · program services $17,803 · management and general $3,577

  • 11c · Fees: accounting

    total $2,505 · management and general $2,505

  • 12 · Advertising and promotion

    total $1,463 · program services $269 · management and general $1,194

  • 13 · Office expenses

    total $9,292 · program services $1,101 · management and general $8,102 · fundraising $89

  • 14 · Information technology

    total $255 · management and general $255

  • 16 · Occupancy

    total $18,524 · management and general $18,524

  • 17 · Travel

    total $1,733 · program services $1,441 · management and general $292

  • 20 · Interest

    total $32 · program services $32

  • 22 · Depreciation, depletion and amortization

    total $1,664 · program services $1,592 · management and general $72

  • 23 · Insurance

    total $22,461 · program services $12,657 · management and general $9,804

  • 24a · Other expenses: PRINTING

    total $1,217 · program services $550 · management and general $667

  • 24b · Other expenses: PROGRAM EXPENSES

    total $60,719 · program services $46,286 · management and general $13,207 · fundraising $1,226

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $544,261 · end of year $542,884

  • 2 · Savings and temporary cash investments

    beginning of year $241,832 · end of year $241,895

  • 4 · Accounts receivable

    beginning of year $110,866 · end of year $140,945

  • 10a · Land, buildings and equipment: cost or other basis

    $162,348

  • 10b · Land, buildings and equipment: accumulated depreciation

    $157,863

  • 10c · Land, buildings and equipment, net

    beginning of year $6,149 · end of year $4,485

  • 11 · Investments: publicly traded securities

    beginning of year $15,546 · end of year $15,611

  • 15 · Other assets

    beginning of year $234,774 · end of year $209,334

  • 17 · Accounts payable and accrued expenses

    beginning of year $39,570 · end of year $39,852

  • 27 · Net assets without donor restrictions

    beginning of year $917,415 · end of year $918,859

  • 28 · Net assets with donor restrictions

    beginning of year $196,443 · end of year $196,443

Mission and programs · 2023

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.

  • 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, 2023, MORE THAN APPROXIMATELY 711 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 $145,837

  • TRANSPORTATION: VEHICLES ARE USED TO TRANSPORT WITHIN SHELBY COUNTY, INDIANA, SENIOR CITIZENS TO DOCTORS, GROCERY STORES, AND TO LUNCH AND OTHER ACTIVITIES AT TEH SENIOR CENTER. DURING THE SHORT TAX YEAR ENDING DECEMBER 31, 2023, 301 INDIVIDUAL SENIORS MADE MULTIPLE RIDES ON OUR VEHICLES. ON AVERAGE, WE UTILIZE A MINIMUM OF FOUR DRIVERS PER DAY.

    Expenses $138,072

  • 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, 2023, 289 FAMILIES / INDIVIDUALS RECIEVED 8,774 UNITS OF CAREGIVER ASSISTANCE.

    Expenses $29,818

As filed on the 2023 return.

Listed in Part VII

  • CINDY WEIDNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KEVIN WILLIAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TIERA PURVIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GRACE DILLOW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BOB WORTMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BEAU BROWNING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JASON ABEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BETH CROUCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LINDA BACON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRANDY COOMES

    SECRETARY & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NICK OCONNOR

    VICE PRESIDENT & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNI HAEHL

    PRESIDENT & BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAMIE MARCUM

    TREASURER BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLEY 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
2023
Filed
9 May 2024
IRS schema version
2023v5.0
Source object
202431319349302193

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