Nonprofit · EIN 35-0965642
CAREY SERVICES INC
Tax-exempt · MARION, IN 46953
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,949,178 | $13,005,668 | -$56,490 | $17,781,231 | $1,359,377 | $16,421,854 |
| June 30, 2024 | 990 | $13,100,022 | $13,106,995 | -$6,973 | $17,312,146 | $1,396,697 | $15,915,449 |
| June 30, 2023 | 990 | $12,281,856 | $12,229,201 | $52,655 | $17,945,590 | $2,587,947 | $15,357,643 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,662,865
- of which government grants
- $3,513,212
- Program service revenue
- $8,989,541
- Investment income
- $189,795
- Net gain from sales of assets
- $45,841
- Net income from sales of inventory
- $1,243
- Other revenue
- $106,977
Expenses
- Grants and similar amounts paid
- $69,545
- Compensation of officers, directors and key employees
- $185,797
- Other salaries and wages
- $7,532,892
- Salaries, compensation and benefits (total)
- $9,552,887
- Professional fundraising fees
- $0
- Legal fees
- $10,134
- Accounting fees
- $53,075
- Occupancy
- $1,076,867
- Travel
- $218,846
- Depreciation
- $813,723
- Program services (functional)
- $11,577,932
- Management and general (functional)
- $1,268,349
- Fundraising (functional)
- $159,387
Balance sheet and other
- Total assets, start of year
- $17,312,146
- Total assets, end of year
- $17,781,231
- Total liabilities, end of year
- $1,359,377
- Net assets, end of year
- $16,421,854
- Land, buildings and equipment
- $8,524,621
- Publicly traded securities
- $6,818,585
- Net assets without donor restrictions
- $15,008,982
- Net assets with donor restrictions
- $1,412,872
- Gross receipts
- $13,683,618
- Employees
- 384
- Volunteers
- 175
- Year formed
- 1954
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES ALLBAUGH | PRESIDENT/CEO Officer | 40 | $188,280 | $7,159 |
| PHIL BOWERS | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| KOLBY ROSEMEYER | VICE CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| CASSIE DIXON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SARAH SUMMERSETT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN JONES | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KAREN DOWLING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| REBEKAH GEIST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAYDA MONTEIRO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KEVIN PLANCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRAIG PERSINGER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EVAN KING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ERIC WALTS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAN BOWMAN | BOARD MEMBER PARTIAL TERM Trustee or director | 2 | $0 | $0 |
| JOSH SCHENCK | BOARD MEMBER PARTIAL TERM Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES ALLBAUGH | PRESIDENT/CEO Officer | 40 | $172,876 | $7,158 |
| PHIL BOWERS | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| KOLBY ROSEMEYER | VICE CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| CASSIE DIXON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SARAH SUMMERSETT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN JONES | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAN BOWMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN DOWLING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| REBEKAH GEIST | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAYDA MONTEIRO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KEVIN PLANCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRAIG PERSINGER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOSH SCHENCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| EVAN KING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ERIC WALTS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES ALLBAUGH | PRESIDENT/CEO Officer | 40 | $171,815 | $6,469 |
| JOHN JONES | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| PHIL BOWERS | VICE CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| CASSIE DIXON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SARAH SUMMERSET | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN PLANCK | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAN BOWMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAREN DOWLING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| VALREE KINCH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAYDA MONTEIRO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KOLBY ROSEMEYER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CRAIG PERSINGER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOSH SCHENCK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES WALLACE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ERIC WALTS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CATHY WEATHERSPOON | SECRETARY PARTIAL TERM Trustee or director, Officer | 2 | $0 | $0 |
| STEVE SMITHLEY | IMM. PAST CHAIR PARTIAL TERM Trustee or director, Officer | 2 | $0 | $0 |
| TASHEMA DAVIS | BOARD MEMBER PARTIAL TERM Trustee or director | 2 | $0 | $0 |
| RODNEY FAULK | BOARD MEMBER PARTIAL TERM Trustee or director | 2 | $0 | $0 |
| DANA GAULT | BOARD MEMBER PARTIAL TERM Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2724 S CAREY ST, MARION, IN 46953-3515
- In care of
- % CAREY SERVICES INC
- Principal officer (990 for 2024)
- JAMES R ALLBAUGH, 2724 S CAREY ST, MARION, IN 46953
- Signed the 990
- JAMES R ALLBAUGH, PRESIDENT/CEO
- Phone
- (765) 668-8961
- Website
- WWW.CAREYSERVICES.COM
- Return prepared by
- BLUE & CO LLC
Mission
TURNING ABILITIES INTO OPPORTUNITIES.
Program accomplishments
- ADULT RESIDENTIAL - SUPPORTED LIVING AND GROUP HOME SERVICES PROVIDE AN ARRAY OF SUPPORT AND ACTIVITIES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES IN THE HOME AND IN THE COMMUNITY. QUALIFIED STAFF ASSIST WITH BATHING, HOUSEKEEPING SKILLS, COOKING, SHOPPING, AND OTHER DAILY LIVING ACTIVITIES. CAREY SERVICES STAFF PROVIDE TRAINING OPPORTUNITIES SO THAT PEOPLE WITH DISABILITIES MAINTAIN THEIR INDEPENDENCE AND INVOLVEMENT IN THEIR COMMUNITY.Expenses $5,240,429 · revenue $8,124,504
- ADULT DAY SERVICES - THE HABILITATION PROGRAM AT CAREY SERVICES CONSISTS OF PERSON-CENTERED TRAINING IN A WIDE VARIETY OF LIVING SKILLS. THE GOAL IN ALL TRAINING IS TO ASSIST IN DECISION MAKING AND BECOMING MORE INDEPENDENT IN NORMAL LIFE ACTIVITIES. DEPENDING UPON THE NEED OF EACH PARTICIPANT, TRAINING MAY OCCUR INDIVIDUALLY OR IN A GROUP SETTING. CLASSES TAKE PLACE AT THE AGENCY AND IN THE COMMUNITY, IN A HELPFUL AND ACCOMMODATING ENVIRONMENT.Expenses $2,612,757 · revenue $418,575
- EARLY HEAD START (EHS) IS A FEDERALLY FUNDED PROGRAM FOR FAMILIES WITH CHILDREN UNDER THREE YEARS OLD AND PREGNANT WOMEN WHO MEET HEAD START INCOME GUIDELINES. EHS WORKS WITH FIRST STEPS TO ENSURE THAT CHILDREN WITH DISABILITIES RECEIVE QUALITY AND COMPREHENSIVE SERVICES. THERE WERE DONATED SERVICES & RENT DURING THE YEAR OF $89,796.Expenses $1,958,113
- OTHER PROGRAM SERVICES INCLUDE EMPLOYMENT SERVICES, TRANSPORTATION SERVICES, AND EMPLOYMENT SERVICES. CAREY SERVICES PROVIDES ASSISTANCE IN HELPING INDIVIDUALS PREPARE FOR JOBS THROUGH EDUCATION AND PRACTICE WITH EMPLOYMENT SEARCHES, DEVELOPING RESUMES, COMPLETING APPLICATIONS, AND PREPARING AND EXECUTING AN EFFECTIVE INTERVIEW. ADDITIONALLY, CAREY SERVICES CAN PROVIDE JOB COACHING AND CAN LINK PEOPLE TO CLOTHING AND NEEDED SUPPLIES FOR AN INTERVIEW FOR THEIR JOB IN COME CASES. TRANSPORTATION SERVICES PROVIDES ASSISTANCE TRANSPORTINGCLIENTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES TO OUR DAY SERVICES PROGRAM.Expenses $1,766,633 · grants $69,545 · revenue $446,462
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0965642
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P820)
- Assets (IRS master file)
- $17,781,231
- Income (IRS master file)
- $13,683,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,949,178 | $13,005,668 | $17,781,231 | XML |
| 990 | June 2024 | $13,100,022 | $13,106,995 | $17,312,146 | XML |
| 990 | June 2023 | $12,281,856 | $12,229,201 | $17,945,590 | XML |
| 990 | June 2022 | $13,337,022 | $12,213,323 | $16,864,409 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0965642).
Questions about CAREY SERVICES INC
- What is the EIN of CAREY SERVICES INC?
- The employer identification number (EIN) of CAREY SERVICES INC is 35-0965642.
- Is CAREY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to CAREY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAREY SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAREY SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAREY SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CAREY SERVICES INC?
- The 990 for the year ended June 30, 2025 names JAMES R ALLBAUGH.
- Who are the officers and directors of CAREY SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $188,280 (JAMES ALLBAUGH, PRESIDENT/CEO).
- How much revenue does CAREY SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,949,178, expenses of $13,005,668 and total assets of $17,781,231 at year end.
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