Civic Intelligence

Stone Winter Guardians Inc

EIN 20-4423858 • 501(c)4 • Algoma, WI

Profile

Guardianship services for incompitent adults

PO Box 55Algoma, WI 54201

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

94th percentile

0.85x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

0.88x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$63,750

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

66th percentile

8.5%

Faster revenue growth than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$223,937

Up $223,936 (+22393600%) from 2023

Liabilities

Up

$189,275

Up $189,275 from 2023

Net Assets

$34,662

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue95th percentileNet Margin68th percentile

Revenue

Up

$214,647

Up $16,788 (+8.5%) from 2023

Expenses

Up

$189,275

Up $706 (+0.4%) from 2023

Net Income

Up

$25,372

Up $16,082 (+173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2018: $30,367Liabilities 2018: $33,7242018Assets 2019: $1Liabilities 2019: $02019Assets 2020: $0Net Assets 2020: $02020Assets 2021: $0Net Assets 2021: $02021Assets 2022: $0Net Assets 2022: $02022Assets 2023: $1Liabilities 2023: $02023Assets 2024: $223,937Liabilities 2024: $189,275Net Assets 2024: $34,6622024

Highlighted filing

2024

Assets$223,937
Liabilities$189,275
Net Assets$34,662
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2018: $92,308Expenses 2018: $89,699Net Income 2018: $2,6092018Revenue 2019: $130,824Expenses 2019: $94,030Net Income 2019: $36,7942019Revenue 2020: $178,556Expenses 2020: $166,936Net Income 2020: $11,6202020Revenue 2021: $177,973Expenses 2021: $172,068Net Income 2021: $5,9052021Revenue 2022: $185,852Expenses 2022: $193,522Net Income 2022: -$7,6702022Revenue 2023: $197,859Expenses 2023: $188,569Net Income 2023: $9,2902023Revenue 2024: $214,647Expenses 2024: $189,275Net Income 2024: $25,3722024

Highlighted filing

2024

Revenue$214,647
Expenses$189,275
Net Income$25,372
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$223,937
Liabilities
$189,275
Net assets
$34,662
Revenue
$214,647
Expenses
$189,275
Net income
$25,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$1.89$0.35$2.15$1.89$0.25
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$1.98$1.89$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$1.86$1.94$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.78$1.72$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.79$1.67$0.12
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$1.31$0.94$0.37
2018Summary only. Only limited summary data is available for this year.$0.30$0.34$0.92$0.90$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.2
Gross Receipts
$214,647
Mission and Program Overview

Mission

Guardianship services for incompitent adults

Guardianship and assistance for disabled individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$197,859$214,647▲ $16,788
Loans From Officers Directors$139,730$137,255▼ $2,475
Rtn Earn Endowment Incm Other Fnds$9,290$34,662▲ $25,372
Savings and Temporary Cash Investments-$9,290-
Total Assets$197,859$223,937▲ $26,078
Liabilities
Accounts Payable and Accrued Expenses$48,839$52,020▲ $3,181
Total Liabilities$188,569$189,275▲ $706
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,290$34,662▲ $25,372
Total Liabilities and Net Assets / Fund Balance$197,859$223,937▲ $26,078
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James WinterDirectorFT$63,750$63,750
Linda a StoneProgram ManagerFT$63,750$63,750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$214,647
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$25,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,254
Other Expenses$52,021
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$127,500
Travel---$14,914
Occupancy---$10,988
Payroll Taxes---$9,754
Insurance---$7,582
Office Expenses---$5,983
Fees for Services Other---$5,733
Fees for Services Management---$2,402
Fees for Services Legal---$1,535
Fees for Services Accounting---$965
Conferences and Meetings---$926
Other Expenses---$77
Total Functional Expenses$0$0$0$189,275
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$139,730$137,255▼ $2,475
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Stone Winter Guardians Inc
EIN
20-4423858
Phone
9206392008
Address
PO BOX 55, Algoma, WI 54201

Signing Officer

Name
James E Winter
Title
CEO
Phone
9206392008
Signed
2025-05-12
Discuss with paid preparer
No

Organization Details

Principal Officer
James E Winter
Legal Domicile
Wi
Voting Board Members
0
Independent Board Members
0
Employees
2

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Cathy Willems
Phone
8004725625
Supplemental Narrative

Additional Explanations

17

“OTHER EXPENSES”

Raw XML Appendix240 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt048839
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt052020
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0GUARDIANSHIP AND ASSISTANCE FOR DISABLED INDIVIDUALS
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JAMES E WINTER
IRS990/BooksInCareOfDetail/PhoneNum09206392008
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0424 ADAMS STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0Algoma
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054201
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0197859
IRS990/CashNonInterestBearingGrp/EOYAmt0214647
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0127500
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0926
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt052021
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0214647
IRS990/CYRevenuesLessExpensesAmt025372
IRS990/CYSalariesCompEmpBnftPaidAmt0137254
IRS990/CYTotalExpensesAmt0189275
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0214647
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GUARDIANSHIP AND ASSISTANCE FOR DISABLED INDIVIDUALS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0965
IRS990/FeesForServicesLegalGrp/TotalAmt01535
IRS990/FeesForServicesManagementGrp/TotalAmt02402
IRS990/FeesForServicesOtherGrp/TotalAmt05733
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDA A STONE
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES WINTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt063750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt163750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PROGRAM MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0214647
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InsuranceGrp/TotalAmt07582
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0139730
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0137255
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVIDE GUARDIANSHIP AND ASSISTANCE FOR DISABLED INDIVIDUALS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09290
IRS990/NetAssetsOrFundBalancesEOYAmt034662
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt010988
IRS990/OfficeExpensesGrp/TotalAmt05983
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherExpensesGrp/Desc0LANDFILL
IRS990/OtherExpensesGrp/Desc1WI DEPT OF FINANCIAL INST
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/TotalAmt0703
IRS990/OtherExpensesGrp/TotalAmt1213
IRS990/OtherExpensesGrp/TotalAmt277
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt09754
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES E WINTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0INCOME
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0214647
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt048839
IRS990/PYProgramServiceRevenueAmt0197859
IRS990/PYRevenuesLessExpensesAmt09290
IRS990/PYSalariesCompEmpBnftPaidAmt0139730
IRS990/PYTotalExpensesAmt0188569
IRS990/PYTotalRevenueAmt0197859
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt025372
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09290
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09290
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc017
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0197859
IRS990/TotalAssetsEOYAmt0223937
IRS990/TotalAssetsGrp/BOYAmt0197859
IRS990/TotalAssetsGrp/EOYAmt0223937
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0189275
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0188569
IRS990/TotalLiabilitiesEOYAmt0189275
IRS990/TotalLiabilitiesGrp/BOYAmt0188569
IRS990/TotalLiabilitiesGrp/EOYAmt0189275
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034662
IRS990/TotalProgramServiceRevenueAmt0214647
IRS990/TotalReportableCompFromOrgAmt0127500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0214647
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0197859
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0223937
IRS990/TravelGrp/TotalAmt014914
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0424 ADAMS STREET
IRS990/USAddress/CityNm0Algoma
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054201
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E WINTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09206392008
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE WINTER GUARDIANS INC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0204423858
ReturnHeader/Filer/PhoneNum09206392008
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 55
ReturnHeader/Filer/USAddress/CityNm0Algoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy Willems
ReturnHeader/ReturnTs02025-08-14T16:51:00Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.