SHELBY SENIOR SERVICES INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

CINDY WEIDNER

Tax Period

2022-07-01 to 2023-06-30

SHELBY SENIOR SERVICES INC, founded in 1978, is a small nonprofit in the Human Services sector that reported $646K in total revenue in fiscal year 2022. Revenue decreased 14% compared to the prior year.

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 Service Accomplishments

Program 1

Expenses: $333,873

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 FISCAL YEAR 2021, THERE WERE APPROXIMATELY 706 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.

Program 2

Expenses: $165,605

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 FISCAL YEAR...

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 FISCAL YEAR ENDING JUNE 30, 2022 268 INDIVIDUAL SENIORS MADE MULTIPLE RIDES ON OUR VEHICLES. ON AVERAGE, WE UTILIZE A MINIMUM OF FOUR DRIVERS PER DAY.

Program 3

Expenses: $27,894

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 FISCAL YEAR 2021, 201 FAMILIES / INDIVIDUALS RECIEVED 9,547 UNITS OF CAREGIVER ASSISTANCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $528,879

Program Service Revenue $37,854

Investment Income $7,520

Other Revenue $71,677

TOTAL REVENUE $645,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $518,988

Fundraising Expenses $1,414

Program Expenses $527,372

Other Expenses $150,689

TOTAL EXPENSES $669,677

Year-over-Year Comparison

	2022	2021	Change
Revenue	$645,930	$751,036	-0.1%
Expenses	$669,677	$741,455	-0.1%
Net Income	$-23,747	$9,581	-3.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIERA PURVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER KING	BOARD MEMBER	1.00	Director	$0	$0	$0
ROD MEYERHOLTZ	TREASURER	1.00	Director	$0	$0	$0
JACK TANDY	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN MAY	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA BACON	BOARD MEMBER	1.00	Director	$0	$0	$0
JORDAN CALDWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT ASHER	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB WORTMAN	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
NICK OCONNOR	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
MARCY PATRICK	SECRETARY & BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JENNI HAEHL	VICE PRESIDENT & BOARD MEMBER	2.00	Officer Director	$0	$0	$0
CINDY WEIDNER	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
BEAU BROWNING	PRESIDENT & BOARD MEMBER	2.00	Officer	$0	$0	$0
KIMBERLEY KOEHL	EXECUTIVE DIRECTOR	45.00	Key Emp	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$645,930	$669,677	$1,153,428	$-23,747
2023	$416,191	$419,954	$1,155,154	$-3,763
2023	$416,191	$419,954	$1,155,154	$-3,763
2022	$751,036	$741,455	$1,196,555	$9,581
2021	$670,732	$574,432	$1,043,555	$96,300
2020	$772,900	$694,313	$933,190	$78,587