Nonprofit · EIN 35-1447684
SHELBY SENIOR SERVICES INC
Tax-exempt · SHELBYVILLE, IN 46176
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $737,948 | $894,749 | -$156,801 | $1,004,073 | $37,417 | $966,656 |
| December 31, 2023 | 990 (amended) | $416,191 | $419,954 | -$3,763 | $1,155,154 | $39,852 | $1,115,302 |
| June 30, 2023 | 990 | $645,930 | $669,677 | -$23,747 | $1,153,428 | $39,570 | $1,113,858 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $610,477
- of which government grants
- $349,404
- Membership dues
- $16,739
- Program service revenue
- $44,964
- Investment income
- $19,518
- Net income from fundraising events
- $50,421
- Net income from gaming
- $624
- Other revenue
- $62,989
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $576,829
- Salaries, compensation and benefits (total)
- $602,705
- Professional fundraising fees
- $0
- Accounting fees
- $1,275
- Occupancy
- $7,230
- Travel
- $3,634
- Depreciation
- $3,050
- Program services (functional)
- $854,895
- Management and general (functional)
- $37,334
- Fundraising (functional)
- $2,520
Balance sheet and other
- Total assets, start of year
- $1,155,154
- Total assets, end of year
- $1,004,073
- Total liabilities, end of year
- $37,417
- Net assets, end of year
- $966,656
- Land, buildings and equipment
- $1,435
- Publicly traded securities
- $15,239
- Net assets without donor restrictions
- $757,177
- Net assets with donor restrictions
- $209,479
- Gross receipts
- $741,060
- Employees
- 27
- Year formed
- 1978
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAMELIA CUCURUZ | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH CROUCH | BOARD MEMBER Trustee or director | 1 | $0 |
| JASON ABEL | BOARD MEMBER Trustee or director | 1 | $0 |
| JENNI HAEHL | PRESIDENT & BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| BRANDY COOMES | SECRETARY & BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| HEATHER ROSS | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMIE MARCUM | TREASURER BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| KEVIN WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| CINDY WEIDNER | BOARD MEMBER Trustee or director | 2 | $0 |
| BEAU BROWNING | BOARD MEMBER Trustee or director | 2 | $0 |
| BOB WORTMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| NICK OCONNOR | VICE PRESIDENT & BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| GRACE DILLOW | BOARD MEMBER Trustee or director | 1 | $0 |
| KIMBERLEY KOEHL | EXECUTIVE DIRECTOR Key employee | 45 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CINDY WEIDNER | BOARD MEMBER Trustee or director | 2 | $0 |
| KEVIN WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| TIERA PURVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| GRACE DILLOW | BOARD MEMBER Trustee or director | 1 | $0 |
| BOB WORTMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| BEAU BROWNING | BOARD MEMBER Trustee or director | 2 | $0 |
| JASON ABEL | BOARD MEMBER Trustee or director | 1 | $0 |
| BETH CROUCH | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA BACON | BOARD MEMBER Trustee or director | 1 | $0 |
| BRANDY COOMES | SECRETARY & BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| NICK OCONNOR | VICE PRESIDENT & BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| JENNI HAEHL | PRESIDENT & BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| JAMIE MARCUM | TREASURER BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| KIMBERLEY KOEHL | EXECUTIVE DIRECTOR Key employee | 45 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIERA PURVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTOPHER KING | BOARD MEMBER Trustee or director | 1 | $0 |
| ROD MEYERHOLTZ | TREASURER Trustee or director | 1 | $0 |
| JACK TANDY | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN MAY | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA BACON | BOARD MEMBER Trustee or director | 1 | $0 |
| JORDAN CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT ASHER | BOARD MEMBER Trustee or director | 1 | $0 |
| BOB WORTMAN | BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| NICK OCONNOR | BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| MARCY PATRICK | SECRETARY & BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| JENNI HAEHL | VICE PRESIDENT & BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| CINDY WEIDNER | BOARD MEMBER Trustee or director, Officer | 2 | $0 |
| BEAU BROWNING | PRESIDENT & BOARD MEMBER Officer | 2 | $0 |
| KIMBERLEY KOEHL | EXECUTIVE DIRECTOR Key employee | 45 | $0 |
Address and contacts
- Address (IRS master file)
- 2120 INTELLIPLEX DR STE 101, SHELBYVILLE, IN 46176-8006
- In care of
- % KIMBERLEY KOEHL
- Signed the 990
- KIMBERLEY KOEHL, EXECUTIVE DIRECTOR
- Phone
- (317) 392-9727
- Return prepared by
- CARDINAL SMALL BUSINESS SERVICES
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.
Program accomplishments
- 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
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1447684
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $1,004,073
- Income (IRS master file)
- $741,060
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $737,948 | $894,749 | $1,004,073 | IRS |
| 990 | December 2023 | $416,191 | $419,954 | $1,155,154 | XML |
| 990 | June 2023 | $645,930 | $669,677 | $1,153,428 | XML |
| 990 | June 2022 | $751,036 | $741,455 | $1,196,555 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 35-1447684).
Questions about SHELBY SENIOR SERVICES INC
- What is the EIN of SHELBY SENIOR SERVICES INC?
- The employer identification number (EIN) of SHELBY SENIOR SERVICES INC is 35-1447684.
- Is SHELBY SENIOR SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to SHELBY SENIOR SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHELBY SENIOR 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 SHELBY SENIOR SERVICES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELBY SENIOR SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of SHELBY SENIOR SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does SHELBY SENIOR SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $737,948, expenses of $894,749 and total assets of $1,004,073 at year end.
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- WOMENS BRIDGE TO HOPE INC EIN 92-3866185 · last filed 990-PF for 2024
- GRACE HOUSE MINISTRIES INC EIN 47-1904005 · last filed 990-EZ for 2025
- SHELBY COUNTY YOUTH ASSISTANCE PROGRAM INC EIN 47-4696889 · last filed 990-EZ for 2025
- SHELBY COUNTY ACTIVE AGING COALITION INC EIN 92-2247907 · last filed 990-PF for 2024
- A W A K E INTERNATIONAL MINISTRIES INC EIN 88-1560080 · last filed 990-N for 2025