Civic Intelligence

Safekeeping Guardianship Inc

EIN 39-1893500 • 501(c)4 • Ladysmith, WI

Profile

To provide guardianship and advocacy services

1402 Parkridge DriveLadysmith, WI 54848

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

15th percentile

-41%

Higher net margin than 15% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$18,500

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 67.6% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-25%

Faster revenue growth than 26% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $11,872 (-100%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $11,304 (-100%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$27,358

Down $9,346 (-25%) from 2015

Expenses

Down

$38,592

Down $11,908 (-24%) from 2015

Net Income

Up

-$11,234

Up $2,562 (+19%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$15K$10K$5.0K$0Assets 2015: $11,872Liabilities 2015: $568Net Assets 2015: $11,3042015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth26th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $36,704Expenses 2015: $50,500Net Income 2015: -$13,7962015Revenue 2016: $27,358Expenses 2016: $38,592Net Income 2016: -$11,2342016

Highlighted filing

2016

Revenue$27,358
Expenses$38,592
Net Income-$11,234
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$27,358
Expenses
$38,592
Net income
-$11,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$27.4$38.6$11.2
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.57$11.3$36.7$50.5$13.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$29,489
Mission and Program Overview

Mission

To provide guardianship and advocacy services

Program Services

DescriptionGrantsExpenses
To provide guardianship and advocacy services for up to 100 persons adjudicated incompetent to make decisions in areas of medical, legal, and/or financial matters.$29,489$30,054
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLENE M TUMAPresidentFT$18,500-$18,500
RICHARD L TUMADirectorPT$0--
ROBERT J GROTZINGERDirector-$0--
ANNETTE M GROTZINGERDirector-$0--
TAMMY T MACIOSEKDirector-$0--
Filing and Contact Details

Filer

Filer Name
Safekeeping Guardianship Inc
EIN
39-1893500
Phone
7154030451
Address
1402 Parkridge Drive, Ladysmith, WI 54848

Signing Officer

Name
Marlene Tuma
Title
Board President
Phone
7154030451
Signed
2017-05-02

Preparer

Firm
Carolyn K Janeczko CPA
Address
319 Fritz Ave W, Ladysmith, WI 54848
Preparer
Carolyn K Janeczko
Phone
7155320550
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank charges 0.”

Form 990EZ, Part I, Line 16

“Insurance 528.”

Form 990EZ, Part I, Line 16

“Promotion 421.”

Form 990EZ, Part I, Line 16

“Auto Expense 4314.”

Form 990EZ, Part I, Line 16

“Office Supplies 2747.”

Form 990EZ, Part I, Line 16

“Depreciation 598.”

Form 990EZ, Part I, Line 20

“Remaining balance in checking upon closing -70.”

Form 990EZ, Part II, Line 24

“Equipment 2710. 0.”

Form 990EZ, Part II, Line 26

“Payroll Tax 568.”

Raw XML Appendix152 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/PersonNm0MARLENE M TUMA
IRS990EZ/BooksInCareOfDetail/PhoneNum07154030451
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N5731 Cemetery Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ladysmith
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054848
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt02131
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11234
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011872
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-2131
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt029489
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011304
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt09966
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt060.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt018500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARLENE M TUMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD L TUMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT J GROTZINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNETTE M GROTZINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMMY T MACIOSEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02710
IRS990EZ/OtherChangesInNetAssetsAmt0-70
IRS990EZ/OtherExpensesTotalAmt08608
IRS990EZ/PrimaryExemptPurposeTxt0To provide guardianship and advocacy services
IRS990EZ/PrintingPublicationsPostageAmt0350
IRS990EZ/ProgramServiceRevenueAmt029489
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide guardianship and advocacy services for up to 100 persons adjudicated incompetent to make decisions in areas of medical, legal, and/or financial matters.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029489
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030054
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019193
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0568
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038592
IRS990EZ/TotalProgramServiceExpensesAmt030054
IRS990EZ/TotalRevenueAmt027358
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0false
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Equipment
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02016-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0individual
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0salvage
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0MARLENE TUMAS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01402 Parkridge Dr
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Ladysmith
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd054848
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Remaining assets had no FMV due to age and condition
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank charges 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance 528.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Promotion 421.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Auto Expense 4314.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies 2747.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation 598.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Remaining balance in checking upon closing -70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Equipment 2710. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll Tax 568.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLENE TUMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154030451
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Safekeeping Guardianship Inc
ReturnHeader/Filer/BusinessNameControlTxt0SAFE
ReturnHeader/Filer/EIN0391893500
ReturnHeader/Filer/PhoneNum07154030451
ReturnHeader/Filer/USAddress/AddressLine1Txt01402 Parkridge Drive
ReturnHeader/Filer/USAddress/CityNm0Ladysmith
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054848
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B83C5FE891CB9E37C671C232154F8461B194978
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B83C5FE891CB9E37C671C232154F8461B194978
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.13.206.14
ReturnHeader/FilingSecurityInformation/IPDt02017-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:28:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carolyn K Janeczko CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0319 Fritz Ave W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ladysmith
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054848
ReturnHeader/PreparerPersonGrp/PhoneNum07155320550
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN K JANECZKO
ReturnHeader/ReturnTs02017-05-04T13:28:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.