Civic Intelligence

South Florida Guardianship Program Inc.

990 • Fiscal year 2017 • EIN 65-0306024

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

6561 Sunset StripSunrise, FL 33313

(954) 572-8305

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

61st percentile

7.5%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$255,464

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

89th percentile

43%

Faster asset growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

8.8%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$361,012

Up $107,843 (+43%) from 2016

Net Assets

Up

$354,140

Up $112,620 (+47%) from 2016

Liabilities

Down

$6,872

Down $4,777 (-41%) from 2016

Revenue

Up

$1,500,145

Up $121,501 (+8.8%) from 2016

Expenses

Down

$1,387,525

Down $29,673 (-2.1%) from 2016

Net Income

Up

$112,620

Up $151,174 (+392%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $264,502Liabilities 2011: $0Net Assets 2011: $264,5022011Assets 2012: $246,322Liabilities 2012: $0Net Assets 2012: $246,3222012Assets 2013: $300,186Liabilities 2013: $4,388Net Assets 2013: $295,7982013Assets 2014: $284,091Liabilities 2014: $7,434Net Assets 2014: $276,6572014Assets 2015: $284,870Liabilities 2015: $4,796Net Assets 2015: $280,0742015Assets 2016: $253,169Liabilities 2016: $11,649Net Assets 2016: $241,5202016Assets 2017: $361,012Liabilities 2017: $6,872Net Assets 2017: $354,1402017Assets 2018: $217,389Liabilities 2018: $5,100Net Assets 2018: $212,2892018Assets 2019: $206,373Liabilities 2019: $5,130Net Assets 2019: $201,2432019Assets 2020: $364,532Liabilities 2020: $140,212Net Assets 2020: $224,3202020Assets 2021: $222,490Liabilities 2021: $140,212Net Assets 2021: $82,2782021Assets 2022: $135,687Liabilities 2022: $5,151Net Assets 2022: $130,5362022Assets 2024: $134,331Liabilities 2024: $5,150Net Assets 2024: $129,1812024

Highlighted filing

2017

Assets$361,012
Liabilities$6,872
Net Assets$354,140

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,337,707Expenses 2011: $1,353,667Net Income 2011: -$15,9602011Expenses 2012: $1,372,2812012Revenue 2013: $1,544,918Expenses 2013: $1,495,442Net Income 2013: $49,4762013Revenue 2014: $1,518,869Expenses 2014: $1,538,010Net Income 2014: -$19,1412014Revenue 2015: $1,436,064Expenses 2015: $1,432,647Net Income 2015: $3,4172015Revenue 2016: $1,378,644Expenses 2016: $1,417,198Net Income 2016: -$38,5542016Revenue 2017: $1,500,145Expenses 2017: $1,387,525Net Income 2017: $112,6202017Revenue 2018: $1,176,448Expenses 2018: $1,318,299Net Income 2018: -$141,8512018Revenue 2019: $1,164,265Expenses 2019: $1,175,310Net Income 2019: -$11,0452019Revenue 2020: $956,119Expenses 2020: $933,042Net Income 2020: $23,0772020Revenue 2021: $759,973Expenses 2021: $902,015Net Income 2021: -$142,0422021Revenue 2022: $926,570Expenses 2022: $878,312Net Income 2022: $48,2582022Revenue 2024: $0Expenses 2024: $677Net Income 2024: -$6772024

Highlighted filing

2017

Revenue$1,500,145
Expenses$1,387,525
Net Income$112,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,500,145
Mission and Program Overview

Mission

The organization's mission is to provide pro bono guardianship services and care management to indigent individuals with disabling conditions.

The corporation provides pro bono guardianship services to indigent individuals. The corporation reported 'for service' guardianship fees, which are an essential part of the employees work and is related to the exempt purpose of the corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$241,520$354,140▲ $112,620
Cash and Non-Interest-Bearing Accounts$232,015$341,689▲ $109,674
Land, Buildings, and Equipment, Net$20,875$19,323▼ $1,552
Total Assets$253,169$361,012▲ $107,843
Other Assets Total$279--
Liabilities
Accounts Payable and Accrued Expenses$11,649$6,872▼ $4,777
Total Liabilities$11,649$6,872▼ $4,777
Net Assets / Fund Balance
Total Net Assets Fund Balance$241,520$354,140▲ $112,620
Total Liabilities and Net Assets / Fund Balance$253,169$361,012▲ $107,843

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$397$49,922$50,319
Other Land Buildings$1,967$27,637$29,604
Leasehold Improvements$16,959$9,470$26,429
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen PhillipsExecutive DiFT$222,500$32,964$255,464
Kathleen PhillipsExecutive Director-$222,500$32,964$255,464
Robert R JullianGeneral CounFT$149,000$3,266$152,266
Robert R JullianGeneral Counsel-$149,000$3,266$152,266
Larry PhillipsAsst DirectoFT$91,000$18,074$109,074

Board Members and Trustees

NameTitle
Alan B CohnDirector
Michael GoldbergDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,500,087
Investment Income
$58
Other Revenue
$0
Change in Net Assets
$112,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,160,983
Other Expenses$226,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$643,099--$643,099
Current Officers, Directors, Trustees, and Key Employees$313,500--$313,500
Other Employee Benefits$117,445--$117,445
Occupancy$91,000--$91,000
Payroll Taxes$66,932--$66,932
Office Expenses$25,975--$25,975
Pension Plan Contributions$20,007--$20,007
Insurance$17,273--$17,273
All Other Expenses$12,084--$12,084
Information Technology$11,554--$11,554
Other Expenses$5,625--$5,625
Fees for Services Other$5,042--$5,042
Advertising$4,723--$4,723
Conferences and Meetings$4,077--$4,077
Fees for Services Legal$2,104--$2,104
Depreciation Depletion$1,552--$1,552
Fees for Services Accounting$100--$100
Interest$7--$7
Total Functional Expenses$1,387,525$0$0$1,387,525
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Kathleen phillips larry phillips exec dir property mgr spouse

Form 990, Page 6, Part VI, Line 9

Michael goldberg 6561 sunset strip ste 102 sunrise, fl 33313 alan b cohn 100 w cypress creek road ste 700 fort lauderdale, fl 33309

Form 990, Page 6, Part VI, Line 11B

Executive director reviews form 990 before it is filed.

Form 990, Page 6, Part VI, Line 12C

Affidavits disclosing conflicts of interest are required four times a year, as well as, with every conflict.

Form 990, Page 6, Part VI, Line 15B

Compensation for officers, directors and key employees is reviewed and approved by the executive and assisstant executive directors.

Form 990, Page 6, Part VI, Line 19

Governing documents are available to the public. A written request is required.

Filing and Contact Details

Filer

Filer Name
South Florida Guardianship Program
EIN
65-0306024
Phone
9545728305
Address
6561 SUNSET STRIP, SUNRISE, FL 33313

Signing Officer

Name
Kathleen Phillips
Title
Executive Director
Phone
9545728305
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Phillips
Formed
1992
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
3
Employees
21

Preparer

Firm
Liberman & Associates Pa
Address
2699 STIRLING RD STE A-305, FT LAUDERDALE, FL 33312
Preparer
Lea Liberman CPA
Phone
9549676500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The corporation provides pro bono guardianship services to indigent individuals. The corporation reported 'for service' guardianship fees, which are an essential part of the employees work and is related to the exempt purpose of the corporation.

Raw XML Appendix378 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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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0222500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1149000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt13266
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt026546
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHLEEN PHILLIPS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT R JULLIAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1GENERAL COUNSEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0255464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1152266
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0KAS FAMILY LTD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0100% OWNED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT EXPENSE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION PROVIDES PRO BONO GUARDIANSHIP SERVICES TO INDIGENT INDIVIDUALS. THE CORPORATION REPORTED 'FOR SERVICE' GUARDIANSHIP FEES, WHICH ARE AN ESSENTIAL PART OF THE EMPLOYEES WORK AND IS RELATED TO THE EXEMPT PURPOSE OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KATHLEEN PHILLIPS LARRY PHILLIPS EXEC DIR PROPERTY MGR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MICHAEL GOLDBERG 6561 SUNSET STRIP STE 102 SUNRISE, FL 33313 ALAN B COHN 100 W CYPRESS CREEK ROAD STE 700 FORT LAUDERDALE, FL 33309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR REVIEWS FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFFIDAVITS DISCLOSING CONFLICTS OF INTEREST ARE REQUIRED FOUR TIMES A YEAR, AS WELL AS, WITH EVERY CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR OFFICERS, DIRECTORS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE EXECUTIVE AND ASSISSTANT EXECUTIVE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC. A WRITTEN REQUEST IS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0253169
IRS990/TotalAssetsEOYAmt0361012
IRS990/TotalAssetsGrp/BOYAmt0253169
IRS990/TotalAssetsGrp/EOYAmt0361012
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01387525
IRS990/TotalFunctionalExpensesGrp/TotalAmt01387525
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011649
IRS990/TotalLiabilitiesEOYAmt06872
IRS990/TotalLiabilitiesGrp/BOYAmt011649
IRS990/TotalLiabilitiesGrp/EOYAmt06872
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0241520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0354140
IRS990/TotalOtherCompensationAmt054304
IRS990/TotalProgramServiceExpensesAmt01387525
IRS990/TotalProgramServiceRevenueAmt01500087
IRS990/TotalReportableCompFromOrgAmt0462500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01500145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01500145
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0253169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0361012
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06561 SUNSET STRIP STE 102
IRS990/USAddress/CityNm0SUNRISE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033313
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.GUARDIANSHIPS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09545728305
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH FLORIDA GUARDIANSHIP PROGRAM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0650306024
ReturnHeader/Filer/PhoneNum09545728305
ReturnHeader/Filer/USAddress/AddressLine1Txt06561 SUNSET STRIP
ReturnHeader/Filer/USAddress/CityNm0SUNRISE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033313
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B8714A19E2618E7C5C46825A8AF523C0D707B5ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B8714A19E2618E7C5C46825A8AF523C0D707B5ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.51.4.210
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:25:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650858179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIBERMAN & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02699 STIRLING RD STE A-305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033312
ReturnHeader/PreparerPersonGrp/PhoneNum09549676500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEA LIBERMAN CPA
ReturnHeader/ReturnTs02018-11-15T14:25:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.01$0.13$0.00$0.00$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.01$0.13$0.93$0.88$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.14$0.08$0.76$0.90$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.14$0.22$0.96$0.93$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.01$0.20$1.16$1.18$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.01$0.21$1.18$1.32$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.01$0.35$1.50$1.39$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.01$0.24$1.38$1.42$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.44$1.43$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.28$1.52$1.54$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$1.54$1.50$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.00$0.25$1.37
2011Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$1.34$1.35$0.02