Combined Guardians INC

Tax-deductible

Combined Lcks, WI501(c)(3)EIN 81-4565742Revenue $335K in FY2024

On file with the IRS107 Lamine Ln, 54113-1138 · Combined Lcks, WITax-exempt since Oct 2021Publicly supported — 509(a)(2)

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Guardianship services for individuals

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 4 volunteers and 2 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
3 of 3
filings with a surplus
Average surplus $54K a year · 20% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$184K
to officers and key staff · 75% of spending
Concern: pay to officers and key staff is 75% of spending; over 30%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 2 voting members
Looks good: 2 of 2 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$335K
+23% vs prior year
Spent
$245K
To programs
100%
Net assets
$153K
By yearFY2021–FY2024
Revenue
$335K
FY2024▲ +23%
Tap a bar for its year
Revenue by fiscal year
FY2021$133K
FY2022$226K
FY2023$273K
FY2024$335K
Expenses
$245K
FY2024▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022$190K
FY2023$236K
FY2024$245K
Net assets
$153K
FY2024▲ +143%
Tap a bar for its year
Net assets by fiscal year
FY2021−$10K
FY2022$26K
FY2023$63K
FY2024$153K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2021.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $245K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990; $184K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice President/Secretary
$122,173Pt VII · Sec A
President/Treasurer
$62,021Pt VII · Sec A

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

NameFY2024FY2023FY2022
Autumn Grimm$122,173$83,281$49,195
Peggy Maynard$62,021$48,052$46,800

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Provides legal and personal care management for those needing assistance.

Questions for Combined Guardians INC

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Provided by the organization

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1 program · $245K · in their own filed words · FY2024
01

To provide guardianship and alternative services to individuals who have no family members or friends willing, able, or suitable to serve in that capacity.

$245Kprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$335K
Ln 12
Fees for servicesLn 2g$333K
Other incomeLn 4–11$2K
Money outPt IX
$245K
Ln 25
Programscol B$245K
Owns and owesPt X
$153K
net assets · Ln 32
Cash and savingsLn 1–2$108K
Total assetsLn 16$158K
LiabilitiesLn 26$5K
PeoplePt VI, VII
2
listed · VII A
PaidVII A2
Voting boardVI 1a2
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$333K
Other incomeLn 4–11$2K
Total revenueLn 12$335K
Assets in detailPt X, end of year
CashLn 1$108K
SavingsLn 2$5
Cash and savings togetherLn 1–2$108K
Land, buildings, equipmentLn 10c$13K
Total assetsLn 16$158K
LiabilitiesLn 26$5K
Net assetsLn 32$153K
OperationsPt I, VI
EmployeesI 52
VolunteersI 64
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$75K$108K
Land, buildings, equipmentLn 10c$17K$13K
Total assetsLn 16$94K$158K
LiabilitiesLn 26$31K$5K
Net assetsLn 32$63K$153K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$184K$184K$0$0
Payroll taxesLn 10$13K$13K$0$0
Legal feesLn 11b$431$431$0$0
Office expensesLn 13$8K$8K$0$0
Information technologyLn 14$1K$1K$0$0
InterestLn 20$447$447$0$0
Depreciation, depletion and amortizationLn 22$7K$7K$0$0
InsuranceLn 23$10K$10K$0$0
Other expenses (24a–d)Ln 24$2K$2K$0$0
All other expensesLn 24e$19K$19K$0$0
Total functional expensesLn 25$245K$245K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $335K$245K$90K$153K 990 PDF
FY2023 $273K$236K$37K$63K 990 PDF
FY2022 $226K$190K$36K$26K 990 PDF
FY2021 $133K−$10K 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 FY2024 990 (6 parts)
Part I · Summary $334,647 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $270,448$332,818
I-10 Investment income$0
I-11 Other revenuePrior year $2,110$1,829
I-12 Total revenuePrior year $272,558$334,647
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $141,922$197,197
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $93,821$47,351
I-18 Total expensesPrior year $235,743$244,548
I-19 Revenue less expensesPrior year $36,815$90,099
Part VI · Governance 2 of 2 board members independent, 1 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members2
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 $334,647 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$332,818
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,829 · Unrelated business $0 · Excluded from tax $0$1,829
VIII-12 Total revenueRelated to mission $334,647 · Unrelated business $0 · Excluded from tax $0$334,647
Part IX · Statement of functional expenses $244,548 across 10 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $184,194 · Management $0 · Fundraising $0$184,194
IX-10 Payroll taxesPrograms $13,003 · Management $0 · Fundraising $0$13,003
IX-11b Legal feesPrograms $431 · Management $0 · Fundraising $0$431
IX-13 Office expensesPrograms $7,755 · Management $0 · Fundraising $0$7,755
IX-14 Information technologyPrograms $1,178 · Management $0 · Fundraising $0$1,178
IX-20 InterestPrograms $447 · Management $0 · Fundraising $0$447
IX-22 Depreciation, depletion and amortizationPrograms $6,995 · Management $0 · Fundraising $0$6,995
IX-23 InsurancePrograms $10,205 · Management $0 · Fundraising $0$10,205
IX-24 Other expenses (24a–d)Programs $1,822 · Management $0 · Fundraising $0$1,822
IX-24e All other expensesPrograms $18,518 · Management $0 · Fundraising $0$18,518
IX-25 Total functional expensesPrograms $244,548 · Management $0 · Fundraising $0$244,548
Part X · Balance sheet $158,321 assets, 10 lines filed
Asset lines not itemized here account for $37,044; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $74,635$108,287
X-2 Savings and temporary cash investmentsStart of year $5$5
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $16,769$12,985
X-16 Total assetsStart of year $94,380$158,321
X-17 Accounts payable and accrued expensesStart of year $13,236$5,302
X-25 Other liabilitiesStart of year $18,224$0
X-26 Total liabilitiesStart of year $31,460$5,302
X-32 Total net assets or fund balancesStart of year $62,920$153,019
X-33 Total liabilities and net assetsStart of year $94,380$158,321
Part XI · Reconciliation of net assets $153,019 net assets at year end
XI-1 Total revenue$334,647
XI-2 Total expenses$244,548
XI-3 Revenue less expenses$90,099
XI-4 Net assets at start of year$62,920
XI-10 Net assets at end of year$153,019

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

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