Civic Intelligence

National Guardianship Association

EIN 36-3591860 • 501(c)3 • Elizabethtown, PA

Profile

To advance the nationally recognized standard of excellence in guardianship.

41 Raymond CourtElizabethtown, PA 17022

www.guardianship.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

38th percentile

-0.2%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-3.4%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,066,882

Up $86,480 (+8.8%) from 2023

Liabilities

Up

$151,012

Up $30,691 (+26%) from 2023

Net Assets

Up

$915,870

Up $55,789 (+6.5%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin38th percentile

Revenue

Down

$693,355

Down $24,167 (-3.4%) from 2023

Expenses

Up

$695,026

Up $53,508 (+8.3%) from 2023

Net Income

Down

-$1,671

Down $77,675 (-102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $140,169Liabilities 2010: $716Net Assets 2010: $139,4532010Assets 2011: $185,101Liabilities 2011: $0Net Assets 2011: $185,1012011Assets 2012: $275,207Liabilities 2012: $845Net Assets 2012: $274,3622012Assets 2013: $376,421Liabilities 2013: $0Net Assets 2013: $376,4212013Assets 2014: $376,289Liabilities 2014: $0Net Assets 2014: $376,2892014Assets 2015: $404,612Liabilities 2015: $0Net Assets 2015: $404,6122015Assets 2016: $475,889Liabilities 2016: $0Net Assets 2016: $475,8892016Assets 2017: $496,338Liabilities 2017: $1,605Net Assets 2017: $494,7332017Assets 2018: $531,600Liabilities 2018: $1,505Net Assets 2018: $530,0952018Assets 2019: $612,624Liabilities 2019: $1,438Net Assets 2019: $611,1862019Assets 2020: $772,546Liabilities 2020: $0Net Assets 2020: $772,5462020Assets 2021: $866,843Liabilities 2021: $0Net Assets 2021: $866,8432021Assets 2022: $781,356Liabilities 2022: $0Net Assets 2022: $781,3562022Assets 2023: $980,402Liabilities 2023: $120,321Net Assets 2023: $860,0812023Assets 2024: $1,066,882Liabilities 2024: $151,012Net Assets 2024: $915,8702024

Highlighted filing

2024

Assets$1,066,882
Liabilities$151,012
Net Assets$915,870
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $346,0212010Expenses 2011: $300,0842011Expenses 2012: $321,7272012Revenue 2013: $492,028Expenses 2013: $389,969Net Income 2013: $102,0592013Revenue 2014: $596,134Expenses 2014: $596,267Net Income 2014: -$1332014Revenue 2015: $489,550Expenses 2015: $461,227Net Income 2015: $28,3232015Revenue 2016: $455,241Expenses 2016: $376,110Net Income 2016: $79,1312016Revenue 2017: $539,549Expenses 2017: $537,425Net Income 2017: $2,1242017Revenue 2018: $517,919Expenses 2018: $458,045Net Income 2018: $59,8742018Revenue 2019: $524,997Expenses 2019: $478,614Net Income 2019: $46,3832019Revenue 2020: $436,476Expenses 2020: $312,254Net Income 2020: $124,2222020Revenue 2021: $539,694Expenses 2021: $487,526Net Income 2021: $52,1682021Revenue 2022: $683,664Expenses 2022: $682,969Net Income 2022: $6952022Revenue 2023: $717,522Expenses 2023: $641,518Net Income 2023: $76,0042023Revenue 2024: $693,355Expenses 2024: $695,026Net Income 2024: -$1,6712024

Highlighted filing

2024

Revenue$693,355
Expenses$695,026
Net Income-$1,671
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,066,882
Liabilities
$151,012
Net assets
$915,870
Revenue
$693,355
Expenses
$695,026
Net income
-$1,671
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.15$0.92$0.69$0.70$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.12$0.86$0.72$0.64$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.68$0.68$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.54$0.49$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.44$0.31$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.52$0.48$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.52$0.46$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.49$0.54$0.54$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.46$0.38$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.49$0.46$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.60$0.60$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.49$0.39$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.27$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$693,355
Mission and Program Overview

Mission

To advance the nationally recognized standard of excellence in guardianship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$840,222$913,370▲ $73,148
Cash and Non-Interest-Bearing Accounts$132,080$144,025▲ $11,945
Prepaid Expenses and Deferred Charges$7,250$8,272▲ $1,022
Accounts Receivable$850$1,215▲ $365
Total Assets$980,402$1,066,882▲ $86,480
Liabilities
Deferred Revenue$117,075$147,525▲ $30,450
Accounts Payable and Accrued Expenses$3,246$3,487▲ $241
Total Liabilities$120,321$151,012▲ $30,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$860,081$915,870▲ $55,789
Total Net Assets Fund Balance$860,081$915,870▲ $55,789
Total Liabilities and Net Assets / Fund Balance$980,402$1,066,882▲ $86,480
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Heather ConnorsPast-president
Shannon ButlerPresident
Amy Willoughby BryantPresident-elect
Eric OconnorDirector
Jj Mesko KimmichDirector
Karen Digh AllenDirector
Kathryn DonnellyDirector
Kris SantisoDirector
Lisa WawrzonekDirector
Michelle PossDirector
Paul SeidemanDirector
Paul StengleDirector
Tameka LeeDirector
Tracey BowlesDirector
Wanda BevingtonDirector
Atlas Management ResourcessManagement Company
Carleton ColemanSecretary Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Atlas Management ResourcesManagement Admin174 CRESTVIEW, Bellefonte, PA 16823$209,100
Revenue and Support

Revenue Composition

Contributions and Grants
$234,404
Program Service Revenue
$417,421
Investment Income
$23,593
Other Revenue
$17,937
All Other Contributions
$154
Change in Net Assets
$-1,671
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$695,026
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$269,987$74,762-$344,749
Fees for Services Management$132,374$88,249-$220,623
Fees for Services Other-$54,233-$54,233
Information Technology$18,927--$18,927
Travel$5,085$5,086-$10,171
Fees for Service Investment Mgmnt Fees$3,848--$3,848
Insurance$3,442--$3,442
Fees for Services Accounting-$2,635-$2,635
Occupancy-$2,397-$2,397
Other Expenses$1,950$1,270-$1,950
Office Expenses-$836-$836
Total Functional Expenses$465,197$229,829$0$695,026
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
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Atlas management resources inc manages all administrative and program duties for the organization.”

Members or stockholder classes and rights Part VI line 6

“There are three categories of membership: individual, organization and family/retired/volunteer guardians. All are voting members.”

Member election for additional members Part VI line 7A

“A nominating committee develops the election slate and voting members elect the directors through web-based voting for three year terms. Directors elect officers from within the board for one year terms.”

Governing body decisions Part VI line 7B

“Voting members vote on bylaw amendments and election of the board. All other decisions are made by board of directors.”

Governing body meeting documentation Part VI line 8A

“Minutes are taken at all meetings and emailed to the full board. Minutes are approved at next meeting. Copies are kept in corporate archive with agenda for meeting.”

Committee meeting documentation Part VI line 8B

“Notes are taken at committee meetings and are emailed to committee members. Notes are kept in file in office.”

Form 990 governing body review Part VI line 11

“Treasurer gets copy of 990 after signed and filed by association director.”

Conflict of interest policy compliance Part VI line 12C

“First meeting of each calender year, the board of directors gets a copy of the policy and a form to sign indicating whether or not they have any conflicts of interest.”

CEO executive director top management comp Part VI line 15A

“Performance is reviewed against the contract of service outline semi-annually by the executive committee.”

Governing documents etc available to public Part VI line 19

“Governing documents are available to all members in the member section of the website. Governing documents are available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
National Guardianship Association
EIN
36-3591860
In Care Of
% DENISE OTT
Phone
8142383126
Address
41 RAYMOND COURT, Elizabethtown, PA 17022

Signing Officer

Name
Denise Ott Cae
Title
Association Director
Phone
8142383126
Signed
2025-11-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Shannon Butler
Formed
1987
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
50

Preparer

Firm
Lisa Acri CPA & Associates Inc
Address
29 S UNION ST, Middletown, PA 17057
Preparer
Lisa Acri CPA
Phone
7179442000
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

“Ended self-study courses previously available on the association website.”

Explanation of other changes in net assets or fund balances Part XI line 9

“Unrealized gain on market value of investments = $56245”

Part XI response or note to any line in Part XI

“Adjust accounts receivable to reflect actual beginning balance after review.”

Raw XML AppendixShowing 400 of 534 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT-ELECT
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IRS990/ProgSrvcAccomActy2Grp/Desc0ALL OTHER MANAGEMENT AND ADMINISTRATIVE WORK FOR ORGANIZATION ACCOMPLISHMENTS, INCLUDING: CONTINUALLY UPDATING MEMBERSHIP DIRECTORY, MONITORING THE SUCCESS OF COMPLIMENTARY TRIAL MEMBERSHIPS TO RECENTLY CERTIFIED GUARDIANS AND ENCOURAGED THEIR CONTINUED MEMBERSHIP THE FOLLOWING YEAR WITH 10% RENEWAL, AND THE SALE OF 18 PUBLICATIONS OF VARIOUS TITLES ON GUARDIANSHIP ISSUES TO MEMBERS AND NON-MEMBERS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SIX NEWSLETTERS REACHED APPROXIMATELY 1,195 INDIVIDUALS AND AFFILIATED STATE ORGANIZATIONS. MAINTAINED REGULAR COMMUNICATION WITH 24 STATE AFFILIATES DURING THE YEAR THROUGH CONFERENCE CALLS AND ONE VIRTUAL MEETING, ALONG WITH A LEADERSHIP TRAINING SESSION AT THE EVENT.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONTINUED WORKING WITH AMERICAN BAR ASSOCIATION TO PUBLISH THE FUNDAMENTALS OF GUARDIANSHIP. WEBINAR SERIES ON FUNDAMENTALS OFFERED VIRTUALLY. CONTINUED LIAISON ACTIVITIES WITH NATIONAL GUARDIANSHIP NETWORK, WITH TWO VOLUNTEER REPRESENTATIVES. CONTINUED MARKETING PLAN FOR MORE VISIBILITY AT RELATED ORGANIZATIONS CONFERENCES THROUGH EXHIBITING AND PROVIDING SPEAKERS.
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