Civic Intelligence

Stone Winter Guardians Inc

990EZ • Fiscal year 2021 • EIN 20-4423858

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 04, 2022

Organization ProfileN/A
PO Box 55Algoma, WI 54201

(920) 639-2008

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

43rd percentile

3.3%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Top Officer Pay

96th percentile

$53,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2021 filings • 501(c)4 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Revenue Growth

52nd percentile

-0.3%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)4 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2020

Net Assets

Up

$5,905

Up $5,905 from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Down

$177,973

Down $583 (-0.3%) from 2020

Expenses

Up

$172,068

Up $5,132 (+3.1%) from 2020

Net Income

Down

$5,905

Down $5,715 (-49%) from 2020

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2018: $30,367Liabilities 2018: $33,7242018Assets 2019: $1Liabilities 2019: $02019Assets 2020: $0Net Assets 2020: $02020Assets 2021: $0Net Assets 2021: $5,9052021Assets 2022: $0Net Assets 2022: $02022Assets 2023: $1Liabilities 2023: $02023Assets 2024: $223,937Liabilities 2024: $189,275Net Assets 2024: $34,6622024

Highlighted filing

2021

Assets$0
Liabilities-
Net Assets$5,905
Open 2021 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$177,973
Expenses$172,068
Net Income$5,905
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 4, 2022
Return Version
2021v4.2
Gross Receipts
$177,973
Mission and Program Overview

Mission

Guardianship services for incompitent adults

Program Services

DescriptionGrantsExpenses
THEY PROVIDE GUARDIANSHIP SERVICES TO HELP INCOMPETENT ADULT CITIZENS IN THE COUNTY.--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E WINTERCEOFT$53,000-$53,000
LINDA A STONE WINTERProgram ManagerFT$53,000-$53,000
ALEX J WINTERTrustee-$0--
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
2022-08-04
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
101 N 4TH ST, STURGEON BAY, WI 54235
Preparer
Cathy Willems
Phone
9207437629
Supplemental Narrative

Additional Explanations

16

“ITEMIZED EXPENSES”

Raw XML Appendix91 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES E WINTER
IRS990EZ/BooksInCareOfDetail/PhoneNum09206392008
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0424 ADAMS STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Algoma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054201
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05905
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0203
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0177973
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05905
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt08047
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt053000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt153000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES E WINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDA A STONE WINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEX J WINTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PROGRAM MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041358
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GUARDIANSHIP SERVICES FOR INCOMPITENT ADULTS
IRS990EZ/PrintingPublicationsPostageAmt0242
IRS990EZ/ProgramServiceRevenueAmt0177973
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THEY PROVIDE GUARDIANSHIP SERVICES TO HELP INCOMPETENT ADULT CITIZENS IN THE COUNTY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0122218
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0172068
IRS990EZ/TotalRevenueAmt0177973
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ITEMIZED EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc016
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E WINTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09206392008
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-04
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/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N 4TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STURGEON BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054235
ReturnHeader/PreparerPersonGrp/PhoneNum09207437629
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cathy Willems
ReturnHeader/ReturnTs02022-08-04T16:49:28Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINTER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$5,905
Revenue
$177,973
Expenses
$172,068
Net income
$5,905
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$0.06$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