Civic Intelligence

Florida State Guardianship Association Inc.

990EZ • Fiscal year 2015 • EIN 59-2486569

Apr 01, 2014 to Mar 31, 2015 • Filed on Aug 31, 2015

400 Executive Center DriveRoom/Suite 208West Palm Beach, FL 33401

(800) 718-0207

Siviq Scores

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

Liabilities / Assets

88th percentile

0.44x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

35th percentile

-2.0%

Higher net margin than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$113,324

Up $1,522 (+1.4%) from 2014

Net Assets

Down

$63,177

Down $3,211 (-4.8%) from 2014

Liabilities

Up

$50,147

Up $4,733 (+10%) from 2014

Revenue

Down

$157,345

Down $21,357 (-12%) from 2014

Expenses

Down

$160,556

Down $3,576 (-2.2%) from 2014

Net Income

Down

-$3,211

Down $17,781 (-122%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $111,847Liabilities 2011: $39,631Net Assets 2011: $72,2162011Assets 2012: $83,059Liabilities 2012: $33,156Net Assets 2012: $49,9032012Assets 2013: $103,341Liabilities 2013: $51,523Net Assets 2013: $51,8182013Assets 2014: $111,802Liabilities 2014: $45,414Net Assets 2014: $66,3882014Assets 2015: $113,324Liabilities 2015: $50,147Net Assets 2015: $63,1772015Assets 2016: $156,879Liabilities 2016: $55,892Net Assets 2016: $100,9872016Assets 2017: $166,497Liabilities 2017: $58,314Net Assets 2017: $108,1832017Assets 2018: $162,350Liabilities 2018: $56,081Net Assets 2018: $106,2692018Assets 2019: $160,658Liabilities 2019: $68,306Net Assets 2019: $92,3522019Assets 2020: $162,860Liabilities 2020: $60,867Net Assets 2020: $101,9932020Assets 2021: $177,477Liabilities 2021: $64,100Net Assets 2021: $113,3772021Assets 2022: $200,013Liabilities 2022: $71,777Net Assets 2022: $128,2362022Assets 2023: $228,711Liabilities 2023: $85,189Net Assets 2023: $143,5222023Assets 2024: $246,066Liabilities 2024: $82,096Net Assets 2024: $163,9702024

Highlighted filing

2015

Assets$113,324
Liabilities$50,147
Net Assets$63,177

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $140,9932011Revenue 2012: $164,750Expenses 2012: $187,063Net Income 2012: -$22,3132012Revenue 2013: $147,771Expenses 2013: $145,856Net Income 2013: $1,9152013Revenue 2014: $178,702Expenses 2014: $164,132Net Income 2014: $14,5702014Revenue 2015: $157,345Expenses 2015: $160,556Net Income 2015: -$3,2112015Revenue 2016: $232,600Expenses 2016: $194,790Net Income 2016: $37,8102016Revenue 2017: $208,682Expenses 2017: $201,486Net Income 2017: $7,1962017Revenue 2018: $235,458Expenses 2018: $223,451Net Income 2018: $12,0072018Revenue 2019: $277,513Expenses 2019: $269,793Net Income 2019: $7,7202019Revenue 2020: $309,661Expenses 2020: $287,962Net Income 2020: $21,6992020Revenue 2021: $199,948Expenses 2021: $146,465Net Income 2021: $53,4832021Revenue 2022: $221,158Expenses 2022: $203,365Net Income 2022: $17,7932022Revenue 2023: $277,797Expenses 2023: $253,141Net Income 2023: $24,6562023Revenue 2024: $372,156Expenses 2024: $368,915Net Income 2024: $3,2412024

Highlighted filing

2015

Revenue$157,345
Expenses$160,556
Net Income-$3,211
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Aug 31, 2015
Return Version
2014v5.0
Gross Receipts
$157,345
Mission and Program Overview

Mission

To help promote the protection, dignity and value of incapacitated persons and to further the professionalism of guardianship.

Program Services

DescriptionGrantsExpenses
EXPENSES INCURRED IN ORDER TO HOLD CONFERENCES AND BOARD OF DIRECTOR MEETINGS AROUND THE STATE FOR THE PURPOSES OF EDUCATING MEMBERS AND OTHER INTERESTED PARTIES.-$74,002
GRAPHIC DESIGN AND PRINTING OF ASSOCIATION COMMUNICATION MATERIALS, INCLUDING A BI-MONTHLY NEWSLETTER AND MAINTAINING A WEBSITE FOR APPROXIMATELY 548 MEMBERS.-$14,985
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT GREENBERGImmediate Pa-$0--
JETTA GETTYPresident-$0--
SHERRI GRAHAMSecretary-$0--
ROBIN PHEMISTERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Florida State Guardianship Assoc
EIN
59-2486569
Phone
8007180207
Address
400 EXECUTIVE CENTER DRIVE, ROOM/SUITE 208, WEST PALM BEACH, FL 33401

Signing Officer

Name
Robert Reese
Title
Treasurer
Phone
8007180207
Signed
2015-08-31
Discuss with paid preparer
Yes

Preparer

Firm
LEVIN SILVEY ZELKO & MACKEY PA CPA'S
Address
2699 STIRLING RD SUITE B-205, HOLLYWOOD, FL 33312-6543
Preparer
Mitchell H Silvey
Phone
9549858808
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous income 4 total 4

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 516 office supplies 398 travel 10,131 committee expense 356 conferences 73,646 insurance 949 bank & credit card charge 3,341 telephone 1,311 storage 1,445 website 2,961 awards 90 dues & subscriptions 204 licenses & taxes 61 non-investment depreciation 2,700 total 98,109

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 10,773 2,622 website 8,100 8,100 less accumulated depreciation 2,475 5,175 total 16,398 5,547

Form 990-ez, Part II, Line 26

Deferred revenue 14,560 18,520 advance dues 23,470 22,775 chapter dues payable 7,384 8,852

Form 990-ez, Part III

To help promote the protection, dignity and value of incapacitated persons and to further the professionalism of guardianship.

Raw XML Appendix167 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST PALM BEACH
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0IMMEDIATE PA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherRevenueTotalAmt04
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP PROMOTE THE PROTECTION, DIGNITY AND VALUE OF INCAPACITATED PERSONS AND TO FURTHER THE PROFESSIONALISM OF GUARDIANSHIP.
IRS990EZ/PrintingPublicationsPostageAmt01658
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EXPENSES INCURRED IN ORDER TO HOLD CONFERENCES AND BOARD OF DIRECTOR MEETINGS AROUND THE STATE FOR THE PURPOSES OF EDUCATING MEMBERS AND OTHER INTERESTED PARTIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014985
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt174002
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FLORIDAGUARDIANS.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRADE OR BUSINESSES INCLUDED ON THIS RETURN ARE QUALIFYING TRADES OR BUSINESSES PURSUANT TO REGULATION 1.263(A)-3 AND REVENUE PROCEDURE 2015-20 SECTION 4. AS SUCH WE ARE MAKING THE AUTOMATIC ACCOUNTING CHANGES, PURSUANT TO THE FINAL TANGIBLE PROPERTY REGULATIONS ALONG WITH THE CORRESPONDING REVENUE PROCEDURES ON RELATED CHANGES IN METHOD OF ACCOUNTING, ON THIS TAX RETURN RATHER THAN FILING FORM 3115.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 4 TOTAL 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 516 OFFICE SUPPLIES 398 TRAVEL 10,131 COMMITTEE EXPENSE 356 CONFERENCES 73,646 INSURANCE 949 BANK & CREDIT CARD CHARGE 3,341 TELEPHONE 1,311 STORAGE 1,445 WEBSITE 2,961 AWARDS 90 DUES & SUBSCRIPTIONS 204 LICENSES & TAXES 61 NON-INVESTMENT DEPRECIATION 2,700 TOTAL 98,109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 10,773 2,622 WEBSITE 8,100 8,100 LESS ACCUMULATED DEPRECIATION 2,475 5,175 TOTAL 16,398 5,547
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 14,560 18,520 ADVANCE DUES 23,470 22,775 CHAPTER DUES PAYABLE 7,384 8,852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO HELP PROMOTE THE PROTECTION, DIGNITY AND VALUE OF INCAPACITATED PERSONS AND TO FURTHER THE PROFESSIONALISM OF GUARDIANSHIP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT REESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08007180207
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA STATE GUARDIANSHIP ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0592486569
ReturnHeader/Filer/PhoneNum08007180207
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 EXECUTIVE CENTER DRIVE
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 208
ReturnHeader/Filer/USAddress/CityNm0WEST PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592527584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEVIN SILVEY ZELKO & MACKEY PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02699 STIRLING RD SUITE B-205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333126543
ReturnHeader/PreparerPersonGrp/PhoneNum09549858808
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL H SILVEY
ReturnHeader/ReturnTs02015-08-25T15:25:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.82$1.64$3.72$3.69$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.85$1.44$2.78$2.53$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.72$1.28$2.21$2.03$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.64$1.13$2.00$1.46$0.53
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.61$1.02$3.10$2.88$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.68$0.92$2.78$2.70$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.62$0.56$1.06$2.35$2.23$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.58$1.08$2.09$2.01$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.56$1.01$2.33$1.95$0.38
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.50$0.63$1.57$1.61$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.45$0.66$1.79$1.64$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.52$0.52$1.48$1.46$0.02
2012Summary only. Only limited summary data is available for this year.$0.83$0.33$0.50$1.65$1.87$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.40$0.72$1.41