Civic Intelligence

Susquehanna Guardians-Advisors Inc C/O James Malee

990EZ • Fiscal year 2018 • EIN 26-0172077

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 11, 2018

310 East Third StWilliamsport, PA 17701

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

67%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-26%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$9,450

Up $3,805 (+67%) from 2017

Net Assets

Up

$9,450

Up $3,805 (+67%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$7,725

Down $2,729 (-26%) from 2017

Expenses

Down

$3,920

Down $10,003 (-72%) from 2017

Net Income

Up

$3,805

Up $7,274 (+210%) from 2017

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

2018

Assets$9,450
Liabilities-
Net Assets$9,450

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

2018

Revenue$7,725
Expenses$3,920
Net Income$3,805
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 11, 2018
Return Version
2017v2.3
Gross Receipts
$7,725
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROXIMATELY 10 CLIENTS HAVE BENEFITED DURING THE CURRENT YEAR.-$3,920
TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROXIMATELY 10 CLIENTS HAVE BENEFITED DURING THE 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

Filer Name
Susquehanna Guardians-advisors Inc
EIN
26-0172077
Phone
5703216112
Address
310 EAST THIRD ST, WILLIAMSPORT, PA 17701

Signing Officer

Name
James Malee
Title
Pres/sec
Phone
5703216112
Signed
2018-07-11

Preparer

Firm
Klein & Rizzo
Address
1418 EAST THIRD STREET, WILLIAMSPORT, PA 17701
Preparer
George E Rizzo CPA
Phone
5703262668
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses client expense 980 errors & omissions policy 1,386 liability insurance 943 guardianship reports 80 filing fees 71 total 3,460

Form 990-ez, Part II, Line 24

847 847 less accumulated depreciation 847 847 total 0 0

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

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

Raw XML Appendix138 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLIAMSPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05645
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05645
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES MALEE
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IRS990EZ/OtherExpensesTotalAmt03460
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROXIMATELY 10 CLIENTS HAVE BENEFITED DURING THE CURRENT YEAR.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03920
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt03920
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010156
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt047770
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt047770
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010156
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CLIENT EXPENSE 980 ERRORS & OMISSIONS POLICY 1,386 LIABILITY INSURANCE 943 GUARDIANSHIP REPORTS 80 FILING FEES 71 TOTAL 3,460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1847 847 LESS ACCUMULATED DEPRECIATION 847 847 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROXIMATELY 10 CLIENTS HAVE BENEFITED DURING THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE GUARDIANSHIP SUPPORT AGENCY SERVICES THROUGHOUT THE GREATER SUSQUEHANNA VALLEY AREA. APPROXIMATELY 10 CLIENTS HAVE BENEFITED DURING THE 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MALEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/SEC
ReturnHeader/BusinessOfficerGrp/PhoneNum05703216112
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSQUEHANNA GUARDIANS-ADVISORS INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JAMES MALEE
ReturnHeader/Filer/BusinessNameControlTxt0SUSQ
ReturnHeader/Filer/EIN0260172077
ReturnHeader/Filer/PhoneNum05703216112
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 EAST THIRD ST
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId043E923D6CA66A9A0A4AD61350C3952EFF8D1B105
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068B90527FA58B12CB1693716E33F3B9F117C7FCB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.163.54.233
ReturnHeader/FilingSecurityInformation/IPDt02018-07-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:39:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232491622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLEIN & RIZZO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01418 EAST THIRD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017701
ReturnHeader/PreparerPersonGrp/PhoneNum05703262668
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE E RIZZO CPA
ReturnHeader/ReturnTs02018-07-19T13:39:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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