Civic Intelligence

Safekeeping Guardianship Inc

990EZ • Fiscal year 2015 • EIN 39-1893500

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

Organization ProfileN/A
1402 Parkridge DriveLadysmith, WI 54848

(715) 403-0451

Siviq Scores

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

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

95th percentile

$32,964

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 89.8% of source-year revenue.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets71st percentile

Assets

$11,872

No earlier filing loaded for comparison.

Net Assets

$11,304

No earlier filing loaded for comparison.

Liabilities

$568

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin8th percentile

Revenue

$36,704

No earlier filing loaded for comparison.

Expenses

$50,500

No earlier filing loaded for comparison.

Net Income

-$13,796

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

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

Highlighted filing

2015

Assets$11,872
Liabilities$568
Net Assets$11,304
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$36,704
Expenses$50,500
Net Income-$13,796
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Gross Receipts
$36,704
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.-$50,500
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARLENE M TUMAPresidentFT$32,964-$32,964
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
2016-05-02

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 12. Insurance 484. Promotion 500. Auto expense 4070. Office supplies 3009. Depreciation 812.”

Form 990EZ, Part II, Line 24

“Equipment 3522. 2710. Notes receivable 0.”

Form 990EZ, Part II, Line 26

“PAYROLL TAX 1913. 568.”

Raw XML Appendix117 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/BOYAmt023491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09162
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036704
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13796
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0875
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027013
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011872
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt036704
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025100
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025100
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011304
IRS990EZ/OccupancyRentUtltsAndMaintAmt07774
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt060.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt032964
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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03522
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02710
IRS990EZ/OtherExpensesTotalAmt08887
IRS990EZ/PrimaryExemptPurposeTxt0To provide guardianship and advocacy services
IRS990EZ/ProgramServiceRevenueAmt00
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/ProgramServiceExpensesAmt050500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032964
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01913
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0568
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050500
IRS990EZ/TotalProgramServiceExpensesAmt050500
IRS990EZ/TotalRevenueAmt036704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 12. INSURANCE 484. PROMOTION 500. AUTO EXPENSE 4070. OFFICE SUPPLIES 3009. DEPRECIATION 812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 3522. 2710. NOTES RECEIVABLE 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAX 1913. 568.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLENE TUMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07154030451
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
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/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/PreparationDt02016-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN K JANECZKO
ReturnHeader/ReturnTs02016-05-09T10:09:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,872
Liabilities
$568
Net assets
$11,304
Revenue
$36,704
Expenses
$50,500
Net income
-$13,796
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