Guide INC FY2023 filing

Tax-deductible

Norwich, CT501(c)(3)Human ServicesEIN 06-1411142Revenue $2.8M in FY2023

On file with the IRS129 Asylum St, 06360-4937 · Norwich, CTTax-exempt since Oct 1997Publicly supported charity — 170(b)(1)(A)(vi)

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Guide, Inc. is a non-profit organization operating in Southeastern Connecticut providing various forms of training for the mentally handicapped in order to develop the necessary skills for independent living.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$212K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
6 of 6
filings with a surplus
Average surplus $156K a year · 6% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$212K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $400
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$755K
51% of total assets
Fine: liabilities are 51% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
+26% vs prior year
Spent
$2.5M
To programs
93%
Net assets
$732K
By yearFY2020–FY2025
Revenue
$2.8M
FY2023▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.3M
FY2021$2.2M
FY2022$2.2M
FY2023$2.8M
FY2024$3.2M
FY2025$3.0M
Expenses
$2.5M
FY2023▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.2M
FY2021$2.1M
FY2022$2.2M
FY2023$2.5M
FY2024$3.0M
FY2025$2.8M
Net assets
$732K
FY2023▲ +69%
Tap a bar for its year
Net assets by fiscal year
FY2020$271K
FY2021$353K
FY2022$433K
FY2023$732K
FY2024$870K
FY2025$1.1M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2023 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 Oct 1997.

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

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $2.4M Management & general 7% · $173K

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; $212K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President
$117,501Pt VII · Sec A
Vice President
$94,904Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Asst Secretary
$0Pt VII · Sec A

Lena G Bean’s $111K as President is at the 45th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lena G Bean$110,779$117,488$117,501$100,288$89,900$100,460
Roy J Bean$93,721$99,180$94,904$86,860$91,304$84,000
Marie R Viens—————$7,717

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Trains individuals with intellectual disabilities to gain skills for independent living.

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Provided by the organization

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1 program · $2.4M · in their own filed words · FY2022
01

To provide daily living training to the disabled and handicapped in order to facilitate independent living. 110 clients received services this year.

$2.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$400

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Gifts and grantsLn 1h$2.5M
Other incomeLn 4–11$281K
Fees for servicesLn 2g$15K
Money outPt IX
$2.5M
Ln 25
Programscol B$2.4M
Managementcol C$173K
Owns and owesPt X
$732K
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$1.5M
LiabilitiesLn 26$755K
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.5M
Government grantsLn 1e$2.5M
Fees for servicesLn 2g$15K
Other incomeLn 4–11$281K
Gains on assetsLn 7$0
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$735K
SavingsLn 2$369K
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$169K
Other assetsLn 15$0
Total assetsLn 16$1.5M
LiabilitiesLn 26$755K
Net assetsLn 32$732K
OperationsPt I, VI
EmployeesI 562
VolunteersI 626
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$743K$1.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$188K$169K
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$872K$755K
Net assetsLn 32$433K$732K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$252K$252K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.5M$1.3M$143K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$150K$137K$13K
Payroll taxesLn 10$148K$136K$12K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$14K$14K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$4K$4K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$34K$34K
TravelLn 17$25K$25K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$12K$12K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$19K$17K$2K
InsuranceLn 23$16K$16K
Other expenses (24a–d)Ln 24$388K$385K$3K
All other expensesLn 24e$6K$6K
Total functional expensesLn 25$2.5M$2.4M$173K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.0M$2.8M$241K$1.1M 990 PDF
FY2024 $3.2M$3.0M$138K$870K 990 PDF
FY2023 Viewing $2.8M$2.5M$299K$732K 990 PDF
FY2022 $2.2M$2.2M$80K$433K 990 PDF
FY2021 $2.2M$2.1M$89K$353K 990 PDF
FY2020 $2.3M$2.2M$89K$271K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $2,824,598 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,018,907$2,527,746
I-9 Program service revenuePrior year $15,876$15,368
I-10 Investment income$0
I-11 Other revenuePrior year $212,430$281,484
I-12 Total revenuePrior year $2,247,213$2,824,598
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,769,389$2,007,836
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $398,002$517,646
I-18 Total expensesPrior year $2,167,391$2,525,482
I-19 Revenue less expensesPrior year $79,822$299,116
Part VI · Governance 0 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members0
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,824,598 across 11 lines filed
VIII-1e Government grants$2,525,442
VIII-1f All other contributions, gifts and grants$2,304
VIII-1h Total contributions, gifts and grants$2,527,746
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,368$15,368
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $281,484$281,484
VIII-12 Total revenueRelated to mission $15,368 · Excluded from tax $281,484$2,824,598
Part IX · Statement of functional expenses $2,525,482 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $251,843$251,843
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,314,597 · Management $143,341$1,457,938
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $137,421 · Management $12,576$149,997
IX-10 Payroll taxesPrograms $135,645 · Management $12,413$148,058
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $14,060$14,060
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $3,834$3,834
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $33,653$33,653
IX-17 TravelPrograms $25,276$25,276
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $12,025$12,025
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $16,955 · Management $1,552$18,507
IX-23 InsurancePrograms $15,992$15,992
IX-24 Other expenses (24a–d)Programs $384,644 · Management $3,159$387,803
IX-24e All other expensesPrograms $6,496$6,496
IX-25 Total functional expensesPrograms $2,352,441 · Management $173,041 · Fundraising $0$2,525,482
Part X · Balance sheet $1,487,536 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $727,998$734,789
X-2 Savings and temporary cash investmentsStart of year $15,362$368,596
X-3 Pledges and grants receivableStart of year $368,562$212,080
X-4 Accounts receivableStart of year $4,832$2,244
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $469$912
X-10c Land, buildings and equipment, netStart of year $187,550$168,915
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,304,773$1,487,536
X-17 Accounts payable and accrued expensesStart of year $37,069$51,483
X-18 Grants payableStart of year $336,070$293,282
X-25 Other liabilitiesStart of year $308,649$228,482
X-26 Total liabilitiesStart of year $871,848$755,495
X-27 Net assets without donor restrictionsStart of year $431,925$731,041
X-28 Net assets with donor restrictionsStart of year $1,000$1,000
X-32 Total net assets or fund balancesStart of year $432,925$732,041
X-33 Total liabilities and net assetsStart of year $1,304,773$1,487,536
Part XI · Reconciliation of net assets $732,041 net assets at year end
XI-1 Total revenue$2,824,598
XI-2 Total expenses$2,525,482
XI-3 Revenue less expenses$299,116
XI-4 Net assets at start of year$432,925
XI-10 Net assets at end of year$732,041

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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