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Nonprofiteer
← CARDINAL SERVICES INC OF INDIANA

Form 990 for tax year 2024

Filed by CARDINAL SERVICES INC OF INDIANA.

Totals

Total revenue
$14,018,882
Total expenses
$12,740,587
Contributions and grants received
$3,131,679
Grants paid
$0
Program service revenue
$10,067,895
Investment income
$536,841
Other revenue
$282,467
Total assets, end of year
$31,829,468
Total liabilities, end of year
$4,378,177
Net assets or fund balances, end of year
$27,451,291
Program services expenses (Part IX)
$11,165,297
Management and general expenses
$1,426,352
Fundraising expenses
$148,938
Program service expenses (Part III)
$11,165,297

Program services were 87.6% 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.

  • 1e · Government grants (contributions)

    $2,015,605

  • 1f · All other contributions, gifts and grants

    $1,116,074

  • 2a · Program service revenue: RESIDENTIAL FEES

    total $6,404,863 · related or exempt $6,404,863

  • 2b · Program service revenue: MEDICAID WAIVER

    total $3,122,751 · related or exempt $3,122,751

  • 2c · Program service revenue: VOCATIONAL REHAB

    total $325,549 · related or exempt $325,549

  • 2d · Program service revenue: CCI WORKSHOP CONTRACT

    total $115,989 · related or exempt $115,989

  • 2e · Program service revenue: KABS REVENUE

    total $72,968 · related or exempt $72,968

  • 2f · All other program service revenue

    total $25,775 · related or exempt $25,775

  • 3 · Investment income

    total $340,495 · excluded $340,495

  • 6a · Gross rents

    real property $285,848

  • 6b · Less rental expenses

    real property $236,166

  • 6c · Rental income or loss

    real property $49,682

  • 6d · Net rental income or loss

    total $49,682 · related or exempt $49,682

  • 7a · Gross sales of assets other than inventory

    securities $696,691 · other assets $1,254,636

  • 7b · Less cost or other basis and sales expenses

    securities $506,281 · other assets $1,248,700

  • 7c · Gain or loss

    securities $190,410 · other assets $5,936

  • 7d · Net gain or loss

    total $196,346 · excluded $196,346

  • 11d · All other revenue

    total $232,785 · related or exempt $232,785

  • 11e · Other revenue, total

    $232,785

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $347,380 · program services $309,845 · management and general $34,377 · fundraising $3,158

  • 7 · Other salaries and wages

    total $7,240,389 · program services $6,458,054 · management and general $716,508 · fundraising $65,827

  • 9 · Other employee benefits

    total $1,233,916 · program services $1,088,519 · management and general $136,065 · fundraising $9,332

  • 10 · Payroll taxes

    total $498,185 · program services $448,954 · management and general $44,667 · fundraising $4,564

  • 11a · Fees: management

    total $538,637 · program services $472,188 · management and general $64,442 · fundraising $2,007

  • 11b · Fees: legal

    total $1,288 · program services $1,288

  • 11c · Fees: accounting

    total $2,322 · program services $1,551 · management and general $707 · fundraising $64

  • 11g · Fees: other

    total $290,473 · program services $194,029 · management and general $88,389 · fundraising $8,055

  • 12 · Advertising and promotion

    total $82,659 · program services $10,864 · management and general $37,980 · fundraising $33,815

  • 13 · Office expenses

    total $462,839 · program services $404,105 · management and general $55,630 · fundraising $3,104

  • 14 · Information technology

    total $152,727 · program services $102,018 · management and general $46,474 · fundraising $4,235

  • 16 · Occupancy

    total $437,306 · program services $352,794 · management and general $82,890 · fundraising $1,622

  • 17 · Travel

    total $90,247 · program services $89,169 · management and general $943 · fundraising $135

  • 20 · Interest

    total $2,821 · program services $1,073 · management and general $1,748

  • 22 · Depreciation, depletion and amortization

    total $381,306 · program services $334,266 · management and general $45,619 · fundraising $1,421

  • 23 · Insurance

    total $183,045 · program services $141,324 · management and general $41,485 · fundraising $236

  • 24a · Other expenses: PROVIDER ASSESSMENT

    total $379,381 · program services $379,381

  • 24b · Other expenses: VEHICLE

    total $179,030 · program services $170,106 · management and general $8,898 · fundraising $26

  • 24c · Other expenses: FOOD PROGRAM EXPENSES

    total $136,090 · program services $136,090

  • 24d · Other expenses: STAFF DEVELOPMENT

    total $32,740 · program services $15,406 · management and general $7,003 · fundraising $10,331

  • 24e · All other expenses

    total $67,806 · program services $54,273 · management and general $12,527 · fundraising $1,006

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $377,884 · end of year $1,138,864

  • 2 · Savings and temporary cash investments

    beginning of year $14,690,587 · end of year $2,782,584

  • 3 · Pledges and grants receivable

    beginning of year $1,205,648 · end of year $1,207,674

  • 4 · Accounts receivable

    beginning of year $2,088,775 · end of year $2,594,825

  • 8 · Inventories for sale or use

    beginning of year $2,502 · end of year $3,146

  • 9 · Prepaid expenses and deferred charges

    beginning of year $331,840 · end of year $357,217

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

    $25,205,300

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

    $15,546,789

  • 10c · Land, buildings and equipment, net

    beginning of year $8,483,870 · end of year $9,658,511

  • 11 · Investments: publicly traded securities

    beginning of year $4,866,322 · end of year $5,007,420

  • 12 · Investments: other securities

    beginning of year $788,845 · end of year $8,507,390

  • 14 · Intangible assets

    end of year $9,375

  • 15 · Other assets

    beginning of year $22,230 · end of year $562,462

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,488,848 · end of year $1,931,128

  • 19 · Deferred revenue

    beginning of year $72,291 · end of year $313,863

  • 23 · Secured mortgages and notes payable

    beginning of year $1,442,068 · end of year $1,963,973

  • 25 · Other liabilities

    beginning of year $1,486,305 · end of year $169,213

  • 27 · Net assets without donor restrictions

    beginning of year $21,457,161 · end of year $22,321,941

  • 28 · Net assets with donor restrictions

    beginning of year $4,911,830 · end of year $5,129,350

Mission and programs · 2024

Mission

THE MISSION OF CARDINAL SERVICES, INC. OF INDIANA IS TO ASSIST AND ADVOCATE FOR PEOPLE WITH DISABILITIES AND CHALLENGES TO LIVE LIVES FULL OF DIGNITY, GROWTH, AND OPPORTUNITY.

Activities or mission (Part I)

THE MISSION OF CARDINAL SERVICES, INC. OF INDIANA IS TO ASSIST AND ADVOCATE FOR PEOPLE WITH DISABILITIES OR CHALLENGES TO LIVE LIVES FULL OF DIGNITY, GROWTH, AND OPPORTUNITY. THE ORGANIZATION ACHIEVES ITS MISSION BY ADHERING TO THE FOLLOWING GUIDING VALUES: TREAT EACH PERSON WITH RESPECT AND DIGNITY,LISTEN WITH YOUR HEART AS WELL AS YOUR EARS, SERVICE TO OTHERS BUILDS COMMUNITY, BE OPEN TO NEW OPPORTUNITIES FOR GROWTH, EMPOWER EACH PERSON TO REACH AND ACHIEVE THEIR UTMOST, AND,EVERYONE HAS A PLACE OF VALUE IN OUR COMMUNITY.

  • RESIDENTIAL: CARDINAL'S RESIDENTIAL LIVING PROGRAM IS AVAILABLE TO ADULTS NEEDING ASSISTANCE WITH DAILY LIVING REQUIREMENTS. RESIDENTS LIVE IN GROUP HOMES WITH OTHER RESIDENTS OF SIMILAR ABILITIES. THEY ARE ENCOURAGED TO BE SELF-SUFFICIENT AND AS INDEPENDENT AS POSSIBLE. DURING THE DAY, RESIDENTS WORK AT COMMUNITY JOBS, PARTICIPATE IN THE COMMUNITY AND/OR PARTICIPATE IN DAY PROGRAMS. DURING THE LAST YEAR, MORE THAN 100 ADULTS WITH DISABILITIES WERE SUPPORTED IN A GROUP HOME SETTING LEARNING DAILY LIVING SKILLS, SUCH AS COOKING, CLEANING, AND ACCESSING THE COMMUNITY. ACQUISITION OF DAILY LIVING SKILLS HAS ALLOWED SEVERAL INDIVIDUALS TO MOVE FROM A GROUP HOME INTO THEIR OWN APARTMENT, THUS BECOMING MORE FULLY INTEGRATED INTO SOCIETY.

    Expenses $3,901,737 · Revenue $6,404,863

  • COMMUNITY LIVING: INDEPENDENCE IS IMPORTANT TO US ALL, WHETHER WE LIVE WITH A DISABILITY OR NOT. CARDINAL'S COMMUNITY LIVING SERVICES SUPPORT ADULTS TO LIVE AS INDEPENDENTLY AS POSSIBLE, YET STILL RECEIVE THE SUPPORT THEY NEED. SERVICES ARE DEVELOPED BASED ON THE INDIVIDUAL NEEDS OF THE PERSON. THIS INCLUDES FINDING A PLACE TO LIVE AND THE MONEY TO PAY FOR LIVING EXPENSES. SERVICES MAY BE AS COMPLETE AS FULL-TIME 24 HOUR STAFFING OR AS MINIMAL AS MEETING WITH STAFF ONCE PER WEEK - IT ALL DEPENDS ON THE INDIVIDUAL NEEDS OF THE PERSON. DURING THE CURRENT YEAR 50 PEOPLE WERE SERVED IN THEIR OWN APARTMENT LEARNING DAILY LIVING SKILLS, SUCH AS COOKING, CLEANING, AND ACCESSING THE COMMUNITY. MANY HAVE BEEN ABLE TO SECURE COMMUNITY EMPLOYMENT AND EARN A COMPETITIVE WAGE, THUS BECOMING MORE FULLY INTEGRATED INTO SOCIETY.

    Expenses $5,513,379 · Revenue $2,605,717

  • CHILDREN AND FAMILY SERVICES: CARDINAL SERVICES SERVES THE YOUNGEST, MOST VULNERABLE SEGMENT OF THE POPULATION WITH THE PURPOSE OF EDUCATING CHILDREN AND PREPARING THEM FOR SCHOOL, AS WELL AS OFFERING THE SKILLS THAT PARENTS NEED TO BE THE MOST EFFECTIVE IN THEIR ROLES. AN EMPHASIS IS PLACED UPON PROPER NUTRITION AND MEDICAL CARE FOR THE PROPER DEVELOPMENT OF THE CHILDREN. SERVICES ARE COMPREHENSIVE AND ATTEMPT TO MEET WHATEVER NEED THE FAMILY MAY HAVE, MOST NEEDS ARE BASED UPON INCOME (SEE ADDITIONAL DATA ON SCHEDULE O).(CONTINUED FROM PART III, LINE 4C) CARDINAL SERVICES OFFERS THREE DIFFERENT PROGRAMS FOR CHILDREN AND THEIR FAMILIES. 1) WIC IS A FEDERAL NUTRITION PROGRAM SERVING TO SAFEGUARD THE HEALTH OF INCOME ELIGIBLE WOMEN, INFANTS, AND CHILDREN UP TO AGE FIVE WHO ARE AT NUTRITIONAL RISK. CARDINAL SERVES OVER 3,000 PARTICIPANTS EACH MONTH, PROVIDING SUPPLEMENTAL FOODS, NUTRITIONAL EDUCATION, AND NUTRITIONAL HEALTH SCREENINGS. 2) HEAD START/EARLY HEAD START PROGRAMS PROMOTE SCHOOL READINESS BY ENHANCING THE SOCIAL AND COGNITIVE DEVELOPMENT OF CHILDREN THROUGH THE PROVISION OF EDUCATIONAL, HEALTH, NUTRITIONAL, DISABILITY, SOCIAL, MENTAL HEALTH, AND OTHER SERVICES TO ENROLLED CHILDREN AND FAMILIES. 3) HEALTHY FAMILIES IS A PROGRAM OF THE DEPARTMENT OF CHILD SERVICES THAT WORKS WITH FAMILIES TO REDUCE STRESS WHILE INCREASING AND BUILDING UPON STRENGTHS. HEALTHY FAMILIES PROMOTES POSITIVE PARENT-CHILD INTERACTIONS THROUGH CHILD DEVELOPMENT EDUCATION AND SCREENINGS. SERVICES ARE VOLUNTARY AND MAY BE RECEIVED UP TO THE CHILD OF FOCUS' THIRD BIRTHDAY.

    Expenses $1,750,181 · Revenue $1,239,787

  • OTHER CARDINAL SERVICES' PROGRAMS INCLUDE:-CARDINAL PROVIDES TRANSPORTATION SERVICES THROUGH THE KOSCIUSKO AREA BUS SERVICE (KABS). KABS IS MEDICAID APPROVED AND CAN TRANSPORT TO MEDICAL APPOINTMENTS STATEWIDE.-CARDINAL'S ADULT DAY SERVICES IS MADE UP OF TWO PROGRAMS: ADULT CLASSROOMS AND PREVOCATIONAL TRAINING WITHIN CCI. THE CLASSROOMS ALLOW CONSUMERS TO SPEND THE DAY WITH PEOPLE AT A SIMILAR LEVEL OF ABILITY IN A CLASSROOM SETTING. ACTIVITIES ARE PLANNED AND STAFFED BY TRAINED DIRECT SUPPORT PROFESSIONALS IN 15-30 MINUTE INCREMENTS AND ARE COORDINATED TO CREATE A MEANINGFUL DAY FOR EVERY PERSON. FOR THOSE WITH THE DESIRE AND ABILITY TO WORK THERE IS THE OPPORTUNITY TO WORK IN THE MANUFACTURING AREA AT CARDINAL SERVICES, KNOWN AS CCI. CCI MANUFACTURING IS CARDINAL'S ON-SITE PREVOCATIONAL TRAINING WORKSHOP, PROVIDING MEANINGFUL EMPLOYMENT TO PEOPLE WITH DISABILITIES. BY CONTRACTING WITH AREA COMPANIES TO DO A JOB, CCI IS ABLE TO FILL A NEED IN THE BUSINESS COMMUNITY, TURNING OUT HIGH QUALITY PRODUCTS. AT THE SAME TIME, EMPLOYEES HOLD A JOB AND EARN A WAGE.-CAREER LINKS IS CARDINAL'S SUPPORTED EMPLOYMENT PROGRAM, HELPING PEOPLE TO ACHIEVE AND MAINTAIN EMPLOYMENT AND INDEPENDENCE. CAREER LINKS' UNIQUE PROGRAM WORKS IN PARTNERSHIP WITH THE COMMUNITY AND BUSINESS TO DEVELOP EMPLOYMENT OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. ONCE A JOB IS OBTAINED, A TRAINED CAREER LINKS' EMPLOYMENT SPECIALIST PROVIDES SUPPORT TO BOTH THE EMPLOYER AND THE NEW EMPLOYEE.

    Revenue $99,995

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ADAM TURNER

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MITCHELL HALL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALLISON SIMPSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TYLER OSTROM

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANNE HILL

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LAURA DEAL-DECKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TONY GARZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MONICA KENDRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JENNIFER KINGSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JENNIFER LANCASTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRAD WIEDEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MAX MAILE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NELSON LOJO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • VICKI CARVEY MORTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TINA STREIT

    DIRECTOR PARTIAL TERM

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAKE FURBEE

    DIRECTOR PARTIAL TERM

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PENNY BROWN

    DIRECTOR PARTIAL TERM

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • VICKIE LOOTENS

    EXEC. DIRECTOR

    Total calculated
    $351,655
    From this org
    $304,933
    From related orgs
    $0
    Other
    $46,722
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $201,370
    Bonus
    $103,563
    Other
    $0
    Deferred
    $12,888
    Nontaxable benefits
    $33,834
    Filer's total
    $351,655

  • DONNA ELBRECHT

    CEO

    Total calculated
    $677,824
    From this org
    $0
    From related orgs
    $645,542
    Other
    $32,282
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,514 related
    Bonus
    $0 + $257,028 related
    Other
    $0
    Deferred
    $0 + $6,882 related
    Nontaxable benefits
    $0 + $25,400 related
    Filer's total
    $0 + $677,824 related

  • MARCIE ARNDT

    VICE PRESIDENT PROGRAMS

    Total calculated
    $191,003
    From this org
    $156,913
    From related orgs
    $0
    Other
    $34,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,442
    Bonus
    $44,471
    Other
    $0
    Deferred
    $7,623
    Nontaxable benefits
    $26,467
    Filer's total
    $191,003

  • LICHELLE BOYD

    CFAO

    Total calculated
    $497,534
    From this org
    $0
    From related orgs
    $482,465
    Other
    $15,069
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,666 related
    Bonus
    $0 + $163,799 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,069 related
    Filer's total
    $0 + $497,534 related

  • LAURA L CAMPBELL

    NETWORK SR H/R DIRECTOR

    Total calculated
    $175,195
    From this org
    $135,455
    From related orgs
    $0
    Other
    $39,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $90,954
    Bonus
    $44,501
    Other
    $0
    Deferred
    $5,370
    Nontaxable benefits
    $34,370
    Filer's total
    $175,195

  • CALEB D ADAMS

    NETWORK CONTROLLER

    Total calculated
    $142,527
    From this org
    $133,142
    From related orgs
    $0
    Other
    $9,385
    Hours/week
    40

  • ANTHONY L PETERSON

    DIRECTOR OF WORKFORCE

    Total calculated
    $116,163
    From this org
    $102,986
    From related orgs
    $0
    Other
    $13,177
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CARDINAL SERVICE HOLDING LLC

    REAL ESTATE/ RENT · IN · income $285,848 · assets $1,674,353

    Directly controlled by CARDINAL SERVICES INC OF INDIANA

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
17 October 2025
IRS schema version
2024v5.2
Source object
202542909349300034

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