Civic Intelligence

Susquehanna Guardians-Advisors Inc C/O James Malee

990EZ • Fiscal year 2014 • EIN 26-0172077

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 12, 2015

310 East Third St17701

(570) 321-6112

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

140%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$10,304

Up $6,010 (+140%) from 2013

Net Assets

Up

$10,304

Up $6,010 (+140%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$10,156

Down $4,898 (-33%) from 2013

Expenses

Down

$4,146

Down $19,333 (-82%) from 2013

Net Income

Up

$6,010

Up $14,435 (+171%) from 2013

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2010: $5,755Net Assets 2010: $5,7552010Assets 2013: $4,294Net Assets 2013: $4,2942013Assets 2014: $10,304Net Assets 2014: $10,3042014Assets 2015: $7,925Net Assets 2015: $7,9252015Assets 2016: $9,114Net Assets 2016: $9,1142016Assets 2017: $5,645Net Assets 2017: $5,6452017Assets 2018: $9,450Net Assets 2018: $9,4502018Assets 2019: $13,894Net Assets 2019: $13,8942019Assets 2020: $8,633Net Assets 2020: $8,6332020Assets 2021: $6,359Net Assets 2021: $6,3592021Assets 2022: $8,716Net Assets 2022: $8,7162022Assets 2023: $8,522Net Assets 2023: $8,5222023Assets 2024: $5,081Net Assets 2024: $5,0812024Assets 2025: $7,558Net Assets 2025: $7,5582025

Highlighted filing

2014

Assets$10,304
Liabilities-
Net Assets$10,304

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2010: $9,200Expenses 2010: $8,614Net Income 2010: $5862010Revenue 2013: $15,054Expenses 2013: $23,479Net Income 2013: -$8,4252013Revenue 2014: $10,156Expenses 2014: $4,146Net Income 2014: $6,0102014Revenue 2015: $12,000Expenses 2015: $14,379Net Income 2015: -$2,3792015Revenue 2016: $7,435Expenses 2016: $6,247Net Income 2016: $1,1882016Revenue 2017: $10,454Expenses 2017: $13,923Net Income 2017: -$3,4692017Revenue 2018: $7,725Expenses 2018: $3,920Net Income 2018: $3,8052018Revenue 2019: $7,537Expenses 2019: $3,094Net Income 2019: $4,4432019Revenue 2020: $6,488Expenses 2020: $11,750Net Income 2020: -$5,2622020Revenue 2021: $2,100Expenses 2021: $4,374Net Income 2021: -$2,2742021Revenue 2022: $4,872Expenses 2022: $2,516Net Income 2022: $2,3562022Revenue 2023: $3,500Expenses 2023: $3,694Net Income 2023: -$1942023Revenue 2024: $2,300Expenses 2024: $5,741Net Income 2024: -$3,4412024Revenue 2025: $6,800Expenses 2025: $4,323Net Income 2025: $2,4772025

Highlighted filing

2014

Revenue$10,156
Expenses$4,146
Net Income$6,010
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 12, 2015
Return Version
2013v4.0
Gross Receipts
$10,156
Mission and Program Overview

Mission

To provide guardianship support agency services throughout the greater susquehanna valley area. Approximately 10 clients have benefited during the current year.

To provide guardianship support agency services

Program Services

DescriptionGrantsExpenses
TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROX 15 CLIENTS HAVE BENEFITED DURING CURRENT YEAR.-$3,688
TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROX. 15 CLIENTS HAVE BENEFITED DURING CURRENT YEAR.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MALEEPres/Sec-$0--
RICHARD DOWELLTrustee-$0--
TERRY CALVERTTrustee-$0--
Filing and Contact Details

Filer

EIN
26-0172077
Phone
5703216112

Signing Officer

Name
James Malee
Title
President
Phone
5703216112
Signed
2015-02-12

Preparer

Preparer
George E Rizzo CPA
Phone
5703262668
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 500 filing fees/subpoenas 185 liability insurance 923 errors & omissions policy 1,361 misc expenses 8 non-investment depreciation 74 total 3,051

Form 990-ez, Part II, Line 24

847 847 less accumulated depreciation 773 847 total 74 0

Form 990-ez, Part III, Line 31

To provide guardianship support agency services throughout the greater susquehanna valley area. Approx 15 clients have benefited during current year.

Raw XML Appendix133 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES MALEE
CompensationExplanation/CompensationExplanationGrp/PersonNm1RICHARD DOWELL
CompensationExplanation/CompensationExplanationGrp/PersonNm2TERRY CALVERT
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CORPORATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05703216112
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10310 W THIRD ST
IRS990EZ/BooksInCareOfDetail/USAddress/City0WILLIAMSPORT
IRS990EZ/BooksInCareOfDetail/USAddress/State0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode017701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04220
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010304
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06010
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0515
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04294
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010304
IRS990EZ/GrossReceiptsAmt010156
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04294
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04294
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010304
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES MALEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD DOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERRY CALVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES/SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt074
IRS990EZ/OtherExpensesTotalAmt03051
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES
IRS990EZ/PrintingPublicationsPostageAmt0580
IRS990EZ/ProgramServiceRevenueAmt010156
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROX. 15 CLIENTS HAVE BENEFITED DURING CURRENT YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROX 15 CLIENTS HAVE BENEFITED DURING CURRENT YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03688
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04146
IRS990EZ/TotalProgramServiceExpensesAmt03688
IRS990EZ/TotalRevenueAmt010156
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt049090
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt049090
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09200
IRS990ScheduleA/Total509Grp/TotalAmt049090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015054
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06880
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt049090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 500 FILING FEES/SUBPOENAS 185 LIABILITY INSURANCE 923 ERRORS & OMISSIONS POLICY 1,361 MISC EXPENSES 8 NON-INVESTMENT DEPRECIATION 74 TOTAL 3,051
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1847 847 LESS ACCUMULATED DEPRECIATION 773 847 TOTAL 74 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROX 15 CLIENTS HAVE BENEFITED DURING CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MALEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05703216112
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10SUSQUEHANNA GUARDIANS-ADVISORS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O JAMES MALEE
ReturnHeader/Filer/BusinessNameControlTxt0SUSQ
ReturnHeader/Filer/EIN0260172077
ReturnHeader/Filer/PhoneNum05703216112
ReturnHeader/Filer/USAddress/AddressLine10310 EAST THIRD ST
ReturnHeader/Filer/USAddress/City0WILLIAMSPORT
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232491622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KLEIN & RIZZO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101418 EAST THIRD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WILLIAMSPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode017701
ReturnHeader/PreparerPersonGrp/PhoneNum05703262668
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE E RIZZO CPA
ReturnHeader/ReturnTs02015-02-13T13:09:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.56$7.56$6.80$4.32$2.48
2024Detailed filing. Detailed filing data is available for this year.$5.08$5.08$2.30$5.74$3.44
2023Detailed filing. Detailed filing data is available for this year.$8.52$8.52$3.50$3.69$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.72$8.72$4.87$2.52$2.36
2021Detailed filing. Detailed filing data is available for this year.$6.36$6.36$2.10$4.37$2.27
2020Detailed filing. Detailed filing data is available for this year.$8.63$8.63$6.49$11.8$5.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$13.9$7.54$3.09$4.44
2018Detailed filing. Detailed filing data is available for this year.$9.45$9.45$7.73$3.92$3.81
2017Detailed filing. Detailed filing data is available for this year.$5.65$5.65$10.5$13.9$3.47
2016Detailed filing. Detailed filing data is available for this year.$9.11$9.11$7.44$6.25$1.19
2015Detailed filing. Detailed filing data is available for this year.$7.93$7.93$12.0$14.4$2.38
2014Detailed filing. Detailed filing data is available for this year.$10.3$10.3$10.2$4.15$6.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$4.29$15.1$23.5$8.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$5.76$9.20$8.61$0.59