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Helping Is Simply Caring FY2024 filing

Tax-deductible

Statesville, NC501(c)(3)Human Services EIN 85-1222650Revenue $274K in FY2024

On file with the IRS211 S Center St Ste 217a, 28677-5873 · Statesville, NCTax-exempt since Jun 2020Publicly supported — 509(a)(2)

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Simply Caring Is a non-profit corporation whose mission Is to support the needs of our employees, families and the communities in which we live. Home health services as well as community health services are provided.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $7K a year · 2% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$274K
+184% vs prior year
Spent
$272K
To programs
92%
Net assets
$8K
By yearFY2021–FY2025
Revenue
$274K
FY2024▲ +184%
Tap a bar for its year
Revenue by fiscal year
FY2021$5K
FY2022$6K
FY2023$97K
FY2024$274K
FY2025$484K
Expenses
$272K
FY2024
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022Not on file
FY2023Not on file
FY2024$272K
FY2025$474K
Net assets
$8K
FY2024▲ +49%
Tap a bar for its year
Net assets by fiscal year
FY2021$2K
FY2022−$7K
FY2023$6K
FY2024$8K
FY2025$19K

From the FY2024 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $250K Management & general 8% · $22K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Kelly Shorts
President
$0Pt VII · Sec A
James Smith
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Helping Is Simply Caring executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides home and community health services to support employees, families, and communities.

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Provided by the organization

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1 program · $248K · in their own filed words · FY2024
01

Money used to support grant recipients and needs of the community to provide health services to senior programs and others in need.

$248Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$274K
Ln 12
Fees for servicesLn 2g$274K
Gifts and grantsLn 1h$50
Investment incomeLn 3$2
Money outPt IX
$272K
Ln 25
Programscol B$250K
Managementcol C$22K
Owns and owesPt X
$8K
net assets · Ln 32
Cash and savingsLn 1–2$8K
Total assetsLn 16$8K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$50
Government grantsLn 1e$50
Noncash giftsLn 1g$50
Fees for servicesLn 2g$274K
Investment incomeLn 3$2
Total revenueLn 12$274K
Assets in detailPt X, end of year
CashLn 1$6K
SavingsLn 2$2K
Cash and savings togetherLn 1–2$8K
Total assetsLn 16$8K
LiabilitiesLn 26$0
Net assetsLn 32$8K
OperationsPt I, VI
EmployeesI 552
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$8K
Total assetsLn 16$19K$8K
LiabilitiesLn 26$13K$0
Net assetsLn 32$6K$8K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Pay of current officers, directors and key staffLn 5$33K$27K$7K
Other salaries and wagesLn 7$160K$160K
Other employee benefitsLn 9$565$565
Payroll taxesLn 10$38K$38K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$21K$18K$3K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$5K$5K
Conferences, conventions and meetingsLn 19$54$54
InsuranceLn 23$7K$4K$3K
Total functional expensesLn 25$272K$250K$22K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $484K$474K$10K$19K 990 PDF
FY2024 Viewing $274K$272K$3K$8K 990 PDF
FY2023 $97K$6K 990 PDF
FY2022 $6K−$7K 990 PDF
FY2021 $5K$2K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $274,228 revenue, 12 lines filed
I-8 Contributions and grants$50
I-9 Program service revenue$274,176
I-10 Investment income$2
I-11 Other revenue$0
I-12 Total revenue$274,228
I-13 Grants and similar amounts paid$1,599
I-14 Benefits paid to members$0
I-15 Salaries and benefits$231,271
I-16a Professional fundraising fees$0
I-17 Other expenses$38,640
I-18 Total expenses$271,510
I-19 Revenue less expenses$2,718
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $274,228 across 6 lines filed
VIII-1e Government grants$50
VIII-1g Noncash contributions (included above)$50
VIII-1h Total contributions, gifts and grants$50
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $274,176$274,176
VIII-3 Investment incomeExcluded from tax $2$2
VIII-12 Total revenueRelated to mission $274,176 · Excluded from tax $2$274,228
Part IX · Statement of functional expenses $271,510 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $1,599$1,599
IX-5 Pay of current officers, directors and key staffPrograms $26,517 · Management $6,629$33,146
IX-7 Other salaries and wagesPrograms $160,034$160,034
IX-9 Other employee benefitsPrograms $565$565
IX-10 Payroll taxesPrograms $37,526$37,526
IX-11c Accounting feesManagement $4,620$4,620
IX-11g Other fees for servicesPrograms $17,958 · Management $2,780$20,738
IX-12 Advertising and promotionPrograms $1,913$1,913
IX-13 Office expensesManagement $4,761$4,761
IX-19 Conferences, conventions and meetingsPrograms $54$54
IX-23 InsurancePrograms $3,740 · Management $2,814$6,554
IX-25 Total functional expensesPrograms $249,906 · Management $21,604 · Fundraising $0$271,510
Part X · Balance sheet $8,290 assets, 7 lines filed
X-1 Cash, non-interest-bearing$6,209
X-2 Savings and temporary cash investments$2,081
X-16 Total assetsStart of year $18,730$8,290
X-26 Total liabilitiesStart of year $13,158$0
X-27 Net assets without donor restrictionsStart of year $5,572$8,290
X-32 Total net assets or fund balancesStart of year $5,572$8,290
X-33 Total liabilities and net assetsStart of year $18,730$8,290
Part XI · Reconciliation of net assets $8,290 net assets at year end
XI-1 Total revenue$274,228
XI-2 Total expenses$271,510
XI-3 Revenue less expenses$2,718
XI-4 Net assets at start of year$5,572
XI-10 Net assets at end of year$8,290

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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