2024-12-19T10:22:31-06:00 2024-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-07-01 350965642 CAREY SERVICES INC CARE 7656688961 2724 S CAREY ST MARION IN 46953 JAMES R ALLBAUGH PRESIDENT/CEO 7656688961 2024-12-19 1 1 TYLER K GREENE CPA P00057872 3176334705 2024-12-19 2023 2024-10-15 13:58:12Z JAMES R ALLBAUGH 2724 S CAREY ST MARION IN 46953 14253230 0 X WWW.CAREYSERVICES.COM X 1954 IN TURNING ABILITIES INTO OPPORTUNITIES. 14 14 394 195 0 0 2878196 2841605 8704850 9331794 433546 132196 265264 794427 12281856 13100022 45627 47286 0 0 9199701 9869603 0 0 185272 2983873 3190106 12229201 13106995 52655 -6973 17945590 17312146 2587947 1396697 15357643 15915449 X TURNING ABILITIES INTO OPPORTUNITIES. 0 0 5390134 8590530 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. 1629432 350034 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. 1948402 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 DURING THE YEAR OF $121,151. 2804483 47286 391230 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 SERVICESSERVICES PROVIDES ASSISTANCE TRANSPORTING CLIENTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES TO OUR DAY SERVICES PROGRAM. 2804483 47286 391230 11772451 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 394 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X JAMES R ALLBAUGH CEO 7656688961 2724 S CAREY ST MARION IN 46953 PHIL BOWERS CHAIRPERSON 2.00 0.00 X X 0 0 0 KOLBY ROSEMEYER VICE CHAIRPERSON 2.00 0.00 X X 0 0 0 CASSIE DIXON TREASURER 2.00 0.00 X X 0 0 0 SARAH SUMMERSETT SECRETARY 2.00 0.00 X X 0 0 0 JOHN JONES IMMEDIATE PAST CHAIR 2.00 0.00 X X 0 0 0 DAN BOWMAN BOARD MEMBER 2.00 0.00 X 0 0 0 KAREN DOWLING BOARD MEMBER 2.00 0.00 X 0 0 0 REBEKAH GEIST BOARD MEMBER 2.00 0.00 X 0 0 0 JAYDA MONTEIRO BOARD MEMBER 2.00 0.00 X 0 0 0 KEVIN PLANCK BOARD MEMBER 2.00 0.00 X 0 0 0 CRAIG PERSINGER BOARD MEMBER 2.00 0.00 X 0 0 0 JOSH SCHENCK BOARD MEMBER 2.00 0.00 X 0 0 0 EVAN KING BOARD MEMBER 2.00 0.00 X 0 0 0 ERIC WALTS BOARD MEMBER 2.00 0.00 X 0 0 0 JAMES ALLBAUGH PRESIDENT/CEO 40.00 0.00 X 172876 0 7158 172876 0 7158 1 0 1 0 0 8250 20135 2504497 308723 2841605 ADULT RESIDENTIAL 623990 8590530 8590530 DAY PROGRAM FEES 623990 350034 350034 OTHER PROGRAM SERVICES 623990 311334 311334 CONTRACT SERVICES 623990 79896 79896 9331794 110133 110133 1135955 26196 1140088 0 -4133 26196 22063 22063 0 20135 12832 -12832 -12832 1053 288 765 765 MISCELLANEOUS REVENUE 900099 806294 806294 OPERATING VENDING REVE 900099 200 200 806494 13100022 9331794 0 926623 5000 5000 42286 42286 180034 164017 13631 2386 7787452 7094626 589623 103203 34824 30432 3955 437 1235243 1085698 133951 15594 632050 552330 71787 7933 33932 20803 9396 3733 53025 32508 14683 5834 237682 145714 65816 26152 407014 392204 9582 5228 983681 831453 140808 11420 235950 227773 7654 523 11312 11312 789520 789520 190347 160890 27247 2210 PROVIDER TAX 96134 96134 WORKSHOP SUPPLIES 64484 64484 87025 25267 61139 619 13106995 11772451 1149272 185272 525 2073 3796381 1473374 277959 173701 897324 1007061 3684 90566 105894 17270517 9244736 6896331 8025781 5542783 6128164 279190 261872 164531 130542 17945590 17312146 781255 570549 616134 430139 844003 101050 346555 294959 2587947 1396697 X 13987471 14569185 1370172 1346264 15357643 15915449 17945590 17312146 -6973 564779 0 X X 0 1 X 1 1 1 X 2079620 5177550 5267720 2878196 2841605 18244691 2079620 5177550 5267720 2878196 2841605 18244691 330813 17913878 71510 123773 59934 96356 110133 461706 13437 50240 123836 276572 806494 1270579 19976976 43908338 0.89670 0.93110 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 13,437. 2020 AMOUNT: $ 50,240. 2021 AMOUNT: $ 123,836. 2022 AMOUNT: $ 275,477. 2023 AMOUNT: $ 806,294. VENDING INCOME - 2022 AMOUNT: $ 1,095. 2023 AMOUNT: $ 200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2191 2191 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: CAREY SERVICES, INC. IS A MEMBER OF INDIANA ASSOCIATION OF REHABILITATION FACILITIES (INARF). A PORTION OF THEIR MEMBERSHIP DUES (15%) PAID TO THIS ORGANIZATION IS USED FOR LOBBYING EXPENDITURES. 141259 18541 8938 150862 137198 12876 8815 141259 236773 -99575 137198 204274 32499 236773 215547 500 -11773 204274 0.00000 1.00000 0.00000 1 0 515883 515883 12132975 6091899 6041076 2928892 2176447 752445 1692767 976390 716377 8025781 DEFERRED COMPENSATION 99396 RIGHT OF USE LIABILITY 111267 OTHER ACCRUED LIABILITIES 84296 294959 X 13677633 564779 564779 13112854 -12832 -12832 13100022 13119827 12832 12832 13106995 0 13106995 PART V, LINE 4: THE PRIMARY PURPOSE OF THE FUND IS TO RECEIVE DONATIONS AND OTHER FUNDS OR PROPERTY TO PROVIDE SUPPORT TO THE MISSION OF CAREY SERVICES. CAREY SERVICES IS A COMMUNITY BASED HUMAN SERVICES ORGANIZATION ASSISTING INDIVIDUALS AND FAMILIES TO TURN ABILITIES AND BARRIERS INTO OPPORTUNITIES BY PROVIDING INDIVIDUALIZED SERVICES, EDUCATION, AND ADVOCACY. PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION, AS DESCRIBED UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME AS NOTED UNDER SECTION 511 OF THE INTERNAL REVENUE CODE. INTERNAL REVENUE CODE SECTION 513(A) DEFINES AN UNRELATED TRADE OR BUSINESS OF AN EXEMPT ORGANIZATION AS ANY TRADE OR BUSINESS, WHICH IS NOT SUBSTANTIALLY RELATED TO THE EXERCISE OR PERFORMANCE OF ITS EXEMPT PURPOSE. AS SUCH, THE CORPORATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE CORPORATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY IF THE CORPORATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2023. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). THE CORPORATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS -12,832. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 12,832. DENIM AND DIAMONDS 20135 20135 12832 20135 20135 12832 12832 -12832 1 CLOTHING, MEDICAL, DENTAL, FOOD, SHELTER, AND TRANSPORTATION CLIENT SUPPORT 100 42286 PART I, LINE 2: CLIENT SUPPORT IS PROVIDED ON AN AS NEEDED BASIS FOR EXPENSES SUCH AS CLOTHING, MEDICAL, DENTAL, FOOD, SHELTER, AND TRANSPORTATION FOR INDIVIDUALS THAT PARTICIPATE IN CAREY SERVICES' PROGRAMS. X X 0 0 0 0 0 0 0 0 0 JAMES ALLBAUGH PRESIDENT/CEO 172876 0 0 0 0 0 7158 0 0 0 180034 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A DELEGATED AUTHORITY: THE EXECUTIVE COMMITTEE MEETS BI-MONTHLY (MONTHS THE FULL BOARD DOES NOT MEET) EXECUTING DECISIONS UNTIL THE FULL BOARD MEETS TO APPROVE. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS OF REVIEWING THE FORM 990 INCLUDES A DETAILED REVIEW OF THE FORM AND REQUIRED SCHEDULE BY THE VICE PRESIDENT OF FINANCE AND CEO/PRESIDENT. EACH VOTING MEMBER OF THE GOVERNING BODY RECEIVES A PASSWORD-PROTECTED PDF FORM 990 COPY, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW VIA EMAIL, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY COMPLIANCE PROCESS: THE CONFLICT OF INTEREST POLICY IS SIGNED, ON AN ANNUAL BASIS, BY THE ORGANIZATION'S BOARD MEMBERS AND OFFICERS. BEFORE A MEETING OF THE BOARD, AN AGENDA SHALL BE CIRCULATED TO EACH DIRECTOR WITH AGENDA ITEMS DESCRIBED IN SUFFICIENT DETAIL TO ALLOW MEMBERS OF THE BOARD TO IDENTIFY POSSIBLE CONFLICTS OF INTEREST. A MEMBER OF THE BOARD WITH A CONFLICT OF INTEREST SHALL DECLARE THE CONFLICT TO THE CHAIR OF THE MEETING PRIOR TO THE INTRODUCTION OF THE AGENDA ITEM. THE DISCLOSURE MUST EXPLAIN THE FACT THAT A CONFLICT OF INTEREST EXISTS, AND THE NATURE AND EXTENT OF THE INTEREST. THE PARTICULARS OF SUCH DISCLOSURES SHALL BE NOTED IN THE MINUTES OF THE MEETING. THE CHAIRPERSON MAY EXCLUDE A DIRECTOR WHO HAS DISCLOSED A CONFLICT OF INTEREST. THE DIRECTOR WHO HAS DISCLOSED THE CONFLICT OF INTEREST SHALL NOT TAKE PART IN SUCH A VOTE. WHERE THE CHAIRPERSON HAS CHOSEN TO EXCLUDE THE DIRECTOR WHO HAS DISCLOSED THE CONFLICT OF INTEREST, THE DIRECTOR SHALL EXCUSE HIMSELF OR HERSELF FROM THE MEETING ROOM. A DIRECTOR WHO HAS DISCLOSED THE CONFLICT OF INTEREST AND IS PRESENT AT THE MEETING SHALL REFRAIN FROM PARTICIPATING IN DISCUSSIONS AND VOTING ON THE AGENDA ITEM WHICH IS THE SUBJECT OF THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS: THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR CONDUCTING A BI-ANNUAL REVIEW OF TOP-LEVEL EMPLOYEE COMPENSATION. COMPARABLE INDUSTRY DATA IS USED AS A BENCHMARK FOR COMPENSATION FIGURES, INCLUDING SALARY AND BENEFITS. SOURCES USED WITHIN THIS REVIEW INCLUDE DATABASES FOR LOCAL, STATE, AND NATIONAL TRADE ASSOCIATIONS, AS WELL AS FOR NOT-FOR-PROFITS. JOB POSITIONS ARE COMPARED TO THOSE WITH SIMILAR RESPONSIBILITIES, BUDGET SIZES, AND OVERALL SPANS OF CONTROL. THE REVIEW PROCESS IS DESIGNED TO REWARD STRONG INDIVIDUAL PERFORMANCE AND TO PROMOTE TOP-LEVEL EMPLOYEE RETENTION, AMONG OTHER THINGS. THE PRESIDENT/CEO'S COMPENSATION IS ALSO REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, AN INDEPENDENT COMMITTEE CONSISTING OF VOTING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 OTHER DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION: THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST TO THE ADDRESS LISTED ON FORM 990, PAGE 1. FORM 990, PART XIII, LINE 2C, OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT; NO PROCESSES HAVE CHANGES FROM PRIOR YEAR.