Guardian & Protective Services INC

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Provide guardianship Services to clients, primarily those that are elderly, have a brain injury, have behavioral health issues, or those that are disabled.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 7 volunteers and 11 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $57K a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$72K
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
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$18K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+17% vs prior year
Spent
$873K
To programs
76%
Net assets
$370K
By yearFY2020–FY2024
Revenue
$1.0M
FY2024▲ +17%
Tap a bar for its year
Revenue by fiscal year
FY2020$694K
FY2021$695K
FY2022$610K
FY2023$859K
FY2024$1.0M
Expenses
$873K
FY2024▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$640K
FY2021$652K
FY2022$644K
FY2023$767K
FY2024$873K
Net assets
$370K
FY2024▲ +53%
Tap a bar for its year
Net assets by fiscal year
FY2020$125K
FY2021$168K
FY2022$237K
FY2023$241K
FY2024$370K

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1997.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $662K Management & general 23% · $198K Fundraising 1% · $12K

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

Something off? Claim to add context

Who runs it and what they're paid

5 people listed on the 990; $72K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$71,667Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Scott Bernstein$71,667$75,288$41,791——
Stephanie Honeyman———$74,727$61,121

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.

See Guardian & Protective Services INC executive salaries →

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 15aNo

Programs and updates

Protects and advocates for vulnerable adults needing legal and personal care decisions.

Questions for Guardian & Protective Services INC

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1 program · $662K · in their own filed words · FY2024
01

Provide guardianship services to vulnerable elderly, disabled, and mentally ill adults, to help them maintain their dignity and independence. Services range from balancing checkbooks and seeing that appointments are kept to protecting the individuals from physical harm or financial exploitation.

$662Kprogram 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 · FY2022
Total grants receivedfrom 1 funder$6K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.0M
Ln 12
Fees for servicesLn 2g$913K
Gifts and grantsLn 1h$82K
Other incomeLn 4–11$6K
Money outPt IX
$873K
Ln 25
Programscol B$662K
Managementcol C$198K
Fundraisingcol D$12K
Owns and owesPt X
$370K
net assets · Ln 32
Cash and savingsLn 1–2$269K
Total assetsLn 16$388K
LiabilitiesLn 26$18K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$82K
Fees for servicesLn 2g$913K
Investment incomeLn 3$449
Other incomeLn 4–11$6K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$209K
SavingsLn 2$60K
Cash and savings togetherLn 1–2$269K
Accounts receivableLn 4$88K
Prepaid expenses and deferred chargesLn 9$7K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$22K
Total assetsLn 16$388K
LiabilitiesLn 26$18K
Net assetsLn 32$370K
OperationsPt I, VI
EmployeesI 511
VolunteersI 67
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$187K$269K
Land, buildings, equipmentLn 10c$3K$2K
Total assetsLn 16$256K$388K
LiabilitiesLn 26$15K$18K
Net assetsLn 32$241K$370K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$72K$72K
Other salaries and wagesLn 7$404K$324K$81K
Other employee benefitsLn 9$79K$63K$16K
Payroll taxesLn 10$39K$31K$8K
Management feesLn 11a$36$36
Legal feesLn 11b$35K$28K$7K
Accounting feesLn 11c$981$147$834
Other fees for servicesLn 11g$41K$30K$11K
Advertising and promotionLn 12$607$607
Office expensesLn 13$26K$9K$18K
OccupancyLn 16$43K$43K
TravelLn 17$4K$4K
Conferences, conventions and meetingsLn 19$4K$4K
InterestLn 20$141$141
Depreciation, depletion and amortizationLn 22$1K$1K
InsuranceLn 23$26K$21K$5K
Other expenses (24a–d)Ln 24$93K$77K$3K$12K
All other expensesLn 24e$3K$2K$1K
Total functional expensesLn 25$873K$662K$198K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 17, 2025 $1.0M$873K$129K$370K 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $859K$767K$92K$241K 990 PDF
FY2022Filed with the IRS Nov 9, 2023 $610K$644K−$34K$237K 990 PDF
FY2021Filed with the IRS Sep 23, 2022 $695K$652K$43K$168K 990 PDF
FY2020Filed with the IRS Sep 22, 2021 $694K$640K$55K$125K 990 PDF

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 $1,001,276 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $117,872$81,534
I-9 Program service revenuePrior year $740,130$913,144
I-10 Investment incomePrior year $509$449
I-11 Other revenuePrior year $757$6,149
I-12 Total revenuePrior year $859,268$1,001,276
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $541,103$594,010
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $226,284$278,738
I-18 Total expensesPrior year $767,387$872,748
I-19 Revenue less expensesPrior year $91,881$128,528
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,001,276 across 6 lines filed
VIII-1f All other contributions, gifts and grants$81,534
VIII-1h Total contributions, gifts and grants$81,534
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $913,144$913,144
VIII-3 Investment incomeExcluded from tax $449$449
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $6,149$6,149
VIII-12 Total revenueRelated to mission $919,293 · Excluded from tax $449$1,001,276
Part IX · Statement of functional expenses $872,748 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $71,667$71,667
IX-7 Other salaries and wagesPrograms $323,531 · Management $80,883$404,414
IX-9 Other employee benefitsPrograms $62,913 · Management $15,729$78,642
IX-10 Payroll taxesPrograms $31,430 · Management $7,857$39,287
IX-11a Management feesManagement $36$36
IX-11b Legal feesPrograms $27,878 · Management $6,970$34,848
IX-11c Accounting feesPrograms $147 · Management $834$981
IX-11g Other fees for servicesPrograms $30,048 · Management $11,002$41,050
IX-12 Advertising and promotionPrograms $607$607
IX-13 Office expensesPrograms $8,959 · Management $17,530$26,489
IX-16 OccupancyManagement $43,254$43,254
IX-17 TravelPrograms $3,965$3,965
IX-19 Conferences, conventions and meetingsManagement $4,486$4,486
IX-20 InterestManagement $141$141
IX-22 Depreciation, depletion and amortizationPrograms $1,319$1,319
IX-23 InsurancePrograms $20,909 · Management $5,227$26,136
IX-24 Other expenses (24a–d)Programs $77,257 · Management $3,188 · Fundraising $12,073$92,518
IX-24e All other expensesPrograms $1,699 · Management $1,209$2,908
IX-25 Total functional expensesPrograms $662,329 · Management $198,346 · Fundraising $12,073$872,748
Part X · Balance sheet $387,855 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $139,089$209,036
X-2 Savings and temporary cash investmentsStart of year $48,299$60,248
X-4 Accounts receivableStart of year $52,813$87,645
X-9 Prepaid expenses and deferred chargesStart of year $12,185$6,821
X-10c Land, buildings and equipment, netStart of year $3,424$2,105
X-15 Other assets$22,000
X-16 Total assetsStart of year $255,810$387,855
X-25 Other liabilitiesStart of year $8,827$18,082
X-26 Total liabilitiesStart of year $14,565$18,082
X-27 Net assets without donor restrictionsStart of year $241,245$369,773
X-32 Total net assets or fund balancesStart of year $241,245$369,773
X-33 Total liabilities and net assetsStart of year $255,810$387,855
Part XI · Reconciliation of net assets $369,773 net assets at year end
XI-1 Total revenue$1,001,276
XI-2 Total expenses$872,748
XI-3 Revenue less expenses$128,528
XI-4 Net assets at start of year$241,245
XI-10 Net assets at end of year$369,773

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

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