Calhoun County Guardian
- Assets
- $13.2m
- Revenue
- $2.0m
- Investments
- $0.0
- Employees
- 49
- Location
- Battle Creek, MI
- Founding
- 05/1982
- Data as of
- 09/2023
- EIN
- 38-2282034
Organization Overview
Calhoun County Guardian, operating under the name Guardian Finance And Advocacy Services, is located in Battle Creek, MI. The organization was established in 1982. According to its NTEE Classification (I80) the organization is classified as: Legal Services, under the broad grouping of Crime & Legal-Related and related organizations. As of 09/2023, Guardian Finance And Advocacy Services employed 49 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Guardian Finance And Advocacy Services is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Guardian Finance And Advocacy Services generated $2.0m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.2% each year. All expenses for the organization totaled $2.0m during the year ending 09/2023. While expenses have increased by 4.1% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
WE BENEFIT THE COMMUNITY BY PROVIDING FINANCIAL STEWARDSHIP AND ADVOCACY SERVICES TO PEOPLE IN NEED. WE PROMOTE THE OPTIMUM INDEPENDENCE AND ECONOMIC SELF-SUFFICIENCY OF THOSE WE SERVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GUARDIAN FINANCE AND ADVOCACY SERVICES IS A NONPROFIT THAT SERVES CLIENTS IN SOUTHWEST MICHIGAN. OUR PRIMARY COUNTIES OF SERVICE ARE KALAMAZOO AND CALHOUN, ALTHOUGH OUR SERVICES EXTEND TO CLIENTS WITHIN A 75-MILE RADIUS OF OUR TWO OFFICES. IN OUR FISCAL YEAR OF OCTOBER 2022 THROUGH SEPTEMBER 2023, WE SERVED 1,318 CLIENTS BETWEEN OUR TWO OFFICES. OUR THREE MOST SIGNIFICANT PROGRAMS ARE GUARDIANSHIP, CONSERVATORSHIP, AND REPRESENTATIVE PAYEE. ALL PROGRAMS SEEK TO SAFEGUARD INDIVIDUALS, ALLOWING THEM TO REACH THEIR FULL POTENTIAL AND MAXIMIZE THEIR INDEPENDENCE.LEGAL GUARDIANSHIP OCCURS WHEN AN INDIVIDUAL IS FOUND INCOMPETENT THROUGH A COURT OF LAW. IN MANY INSTANCES, THIS IS THE RESULT OF DEVELOPMENTAL DISABILITY, MENTAL ILLNESS, OR AGE-RELATED ILLNESS SUCH AS DEMENTIA. OUR ORGANIZATION SAFEGUARDED 451 INDIVIDUALS DURING THE PAST YEAR BY MAKING MEDICAL, PLACEMENT, AND LEGAL DECISIONS.CONSERVATORSHIP, DESCRIBED AS GUARDIANSHIP OF THE ESTATE, IS AN AUTHORITY THE COURT GRANTS. OUR ORGANIZATION WORKED WITH 94 INDIVIDUALS IN THIS CAPACITY OVER THE PAST YEAR. GUARDIAN FINANCE AND ADVOCACY SERVICES WAS ABLE TO SAFEGUARD THEIR ASSETS, THUS MEETING THEIR NEEDS.OUR THIRD PROGRAM IS REPRESENTATIVE PAYEE, AN AUTHORITY GRANTED BY THE SOCIAL SECURITY ADMINISTRATION. WHEN AN INDIVIDUAL CANNOT MANAGE THEIR INCOME TO MEET THEIR BASIC NEEDS, SOCIAL SECURITY WILL APPOINT A REPRESENTATIVE PAYEE TO ASSIST IN BUDGETING. IN THIS ROLE, OUR AGENCY WORKS WITH THE CONSUMER TO CREATE A BUDGET AND THEN PAYS THE INDIVIDUAL'S MONTHLY PRIORITY NEEDS (I.E., RENT AND UTILITIES).
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lisa Willcutt President Emeritus | Trustee | 1 | $0 |
Mark Cassino President | OfficerTrustee | 1 | $0 |
Gene Dillenbeck Treasurer | OfficerTrustee | 1 | $0 |
David Lucas Secretary | OfficerTrustee | 1 | $0 |
Raymond Sawyer Board Member | Trustee | 1 | $0 |
Scott Baxter Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $84,059 |
| Noncash contributions included in lines 1a–1f | $3,425 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $84,059 |
| Total Program Service Revenue | $1,870,906 |
| Investment income | $13,521 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,968,486 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $101,899 |
| Compensation of current officers, directors, key employees. | $76,424 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,082,723 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $168,018 |
| Payroll taxes | $82,958 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $6,566 |
| Fees for services: Accounting | $25,700 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,946 |
| Fees for services: Other | $146,010 |
| Advertising and promotion | $1,140 |
| Office expenses | $37,209 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $126,046 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $58,214 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $33,441 |
| Insurance | $33,604 |
| All other expenses | $0 |
| Total functional expenses | $1,975,220 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $198 |
| Savings and temporary cash investments | $451,163 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $92,580 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $31,160 |
| Net Land, buildings, and equipment | $49,376 |
| Investments—publicly traded securities | $209,007 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $12,401,681 |
| Total assets | $13,235,165 |
| Accounts payable and accrued expenses | $127,972 |
| Grants payable | $0 |
| Deferred revenue | $18,725 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $12,021,158 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $367,007 |
| Total liabilities | $12,534,862 |
| Net assets without donor restrictions | $685,994 |
| Net assets with donor restrictions | $14,309 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $13,235,165 |