SHELBY SENIOR SERVICES INC

EIN: 351447684 501(c)(3) Human Services

SHELBYVILLE, IN

Total Revenue
$416,191
Total Expenses
$419,954
Total Assets
$1,155,154
Net Assets
$1,115,302
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
IN
Tax Period
2023-07-01 to 2023-12-31

SHELBY SENIOR SERVICES INC, founded in 1978, is a small nonprofit in the Human Services sector that reported $416K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Net assets of $1.1M represent 32 months of operating reserves.

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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $342,798
Program Service Revenue $23,956
Investment Income $69
Other Revenue $49,368
TOTAL REVENUE $416,191

Expense Breakdown

Grants Paid $0
Salaries & Benefits $300,089
Fundraising Expenses $1,315
Program Expenses $313,727
Other Expenses $119,865
TOTAL EXPENSES $419,954

Year-over-Year Comparison

2023 2022 Change
Revenue $416,191 $645,630 -0.4%
Expenses $419,954 $669,677 -0.4%
Net Income $-3,763 $-24,047 -0.8%
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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Governance

Voting Members
17
Independent Members
17
Employees
21
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
4
$0
Total Directors
13
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CINDY WEIDNER BOARD MEMBER 2.00
Director
$0 $0 $0
KEVIN WILLIAMS BOARD MEMBER 1.00
Director
$0 $0 $0
TIERA PURVIS BOARD MEMBER 1.00
Director
$0 $0 $0
GRACE DILLOW BOARD MEMBER 1.00
Director
$0 $0 $0
BOB WORTMAN BOARD MEMBER 1.00
Director
$0 $0 $0
BEAU BROWNING BOARD MEMBER 2.00
Director
$0 $0 $0
JASON ABEL BOARD MEMBER 1.00
Director
$0 $0 $0
BETH CROUCH BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA BACON BOARD MEMBER 1.00
Director
$0 $0 $0
BRANDY COOMES SECRETARY & BOARD MEMBER 1.00
Officer Director
$0 $0 $0
NICK OCONNOR VICE PRESIDENT & BOARD MEMBER 1.00
Officer Director
$0 $0 $0
JENNI HAEHL PRESIDENT & BOARD MEMBER 2.00
Officer Director
$0 $0 $0
JAMIE MARCUM TREASURER BOARD MEMBER 1.00
Officer Director
$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
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