Civic Intelligence

Guardianship Services Inc

EIN 75-2739419 • 501(c)3 • Fort Worth, TX

Profile

Guardianship services, inc. (gsi) answers the call to protect tarrant county's vulnerable adults from abuse, neglect and exploitation with services ranging from guardianship to money management, victim advocacy and financial literacy education.

PO Box 11481Fort Worth, TX 76110

www.guardianshipservices.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.32x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.21x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

88th percentile

41%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$1,375,806

Up $397,751 (+41%) from 2023

Liabilities

Up

$442,088

Up $404,162 (+1066%) from 2023

Net Assets

Down

$933,718

Down $6,411 (-0.7%) from 2023

Revenue

Up

$2,132,358

Up $149,611 (+7.5%) from 2023

Expenses

Up

$2,171,149

Up $133,717 (+6.6%) from 2023

Net Income

Up

-$38,791

Up $15,894 (+29%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $275,500Liabilities 2010: $44,973Net Assets 2010: $230,5272010Assets 2011: $347,484Liabilities 2011: $21,217Net Assets 2011: $326,2672011Assets 2012: $402,744Liabilities 2012: $75,005Net Assets 2012: $327,7392012Assets 2013: $413,630Liabilities 2013: $41,567Net Assets 2013: $372,0632013Assets 2014: $404,115Liabilities 2014: $42,810Net Assets 2014: $361,3052014Assets 2015: $466,557Liabilities 2015: $36,238Net Assets 2015: $430,3192015Assets 2016: $531,767Liabilities 2016: $20,460Net Assets 2016: $511,3072016Assets 2017: $811,115Liabilities 2017: $60,373Net Assets 2017: $750,7422017Assets 2018: $785,693Liabilities 2018: $60,340Net Assets 2018: $725,3532018Assets 2019: $845,233Liabilities 2019: $53,211Net Assets 2019: $792,0222019Assets 2020: $1,179,000Liabilities 2020: $301,636Net Assets 2020: $877,3642020Assets 2021: $1,075,379Liabilities 2021: $49,098Net Assets 2021: $1,026,2812021Assets 2022: $1,008,419Liabilities 2022: $24,073Net Assets 2022: $984,3462022Assets 2023: $978,055Liabilities 2023: $37,926Net Assets 2023: $940,1292023Assets 2024: $1,375,806Liabilities 2024: $442,088Net Assets 2024: $933,7182024

Highlighted filing

2024

Assets$1,375,806
Liabilities$442,088
Net Assets$933,718

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,166,5672010Revenue 2011: $1,345,910Expenses 2011: $1,250,170Net Income 2011: $95,7402011Expenses 2012: $1,309,3012012Expenses 2013: $1,248,4242013Revenue 2014: $1,272,937Expenses 2014: $1,283,695Net Income 2014: -$10,7582014Revenue 2015: $1,336,943Expenses 2015: $1,267,929Net Income 2015: $69,0142015Revenue 2016: $1,425,684Expenses 2016: $1,344,696Net Income 2016: $80,9882016Revenue 2017: $1,593,842Expenses 2017: $1,354,407Net Income 2017: $239,4352017Revenue 2018: $1,423,519Expenses 2018: $1,448,908Net Income 2018: -$25,3892018Revenue 2019: $1,741,936Expenses 2019: $1,675,267Net Income 2019: $66,6692019Revenue 2020: $1,767,226Expenses 2020: $1,681,884Net Income 2020: $85,3422020Revenue 2021: $1,970,618Expenses 2021: $1,817,401Net Income 2021: $153,2172021Revenue 2022: $1,814,883Expenses 2022: $1,821,220Net Income 2022: -$6,3372022Revenue 2023: $1,982,747Expenses 2023: $2,037,432Net Income 2023: -$54,6852023Revenue 2024: $2,132,358Expenses 2024: $2,171,149Net Income 2024: -$38,7912024

Highlighted filing

2024

Revenue$2,132,358
Expenses$2,171,149
Net Income-$38,791

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.44$0.93$2.13$2.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.04$0.94$1.98$2.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.02$0.98$1.81$1.82$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.05$1.03$1.97$1.82$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.30$0.88$1.77$1.68$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.05$0.79$1.74$1.68$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.06$0.73$1.42$1.45$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.06$0.75$1.59$1.35$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.02$0.51$1.43$1.34$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.04$0.43$1.34$1.27$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.36$1.27$1.28$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.04$0.37$1.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.08$0.33$1.31
2011Summary only. Only limited summary data is available for this year.$0.35$0.02$0.33$1.35$1.25$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.04$0.23$1.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 25, 2025
Return Version
2023v6.0
Gross Receipts
$2,164,430
Mission and Program Overview

Mission

Guardianship services, inc.'s mission is to provide guardianship and alternative services to legally and functionally incapacitated individuals who have no family member or friend suitable or willing to serve as surrogate decision-maker.

To provide guardianship and alternative services to individuals who have no family member or friend who is willing, able, or suitable to assist with their needs

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$597,844$538,618▼ $59,226
Investments in Publicly Traded Securities$170,562$202,942▲ $32,380
Pledges and Grants Receivable$111,967$156,521▲ $44,554
Prepaid Expenses and Deferred Charges$35,389$33,108▼ $2,281
Cash and Non-Interest-Bearing Accounts$32,487$19,218▼ $13,269
Land, Buildings, and Equipment, Net$15,485$13,407▼ $2,078
Accounts Receivable$7,566$4,716▼ $2,850
Total Assets$978,055$1,375,806▲ $397,751
Other Assets Total$6,755$407,276▲ $400,521
Liabilities
Other Liabilities$6,755$411,531▲ $404,776
Accounts Payable and Accrued Expenses$31,171$30,557▼ $614
Total Liabilities$37,926$442,088▲ $404,162
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$847,036$824,933▼ $22,103
Net Assets With Donor Restrictions$93,093$108,785▲ $15,692
Total Net Assets Fund Balance$940,129$933,718▼ $6,411
Total Liabilities and Net Assets / Fund Balance$978,055$1,375,806▲ $397,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,407$102,731$116,138
Other Assets Org$407,276--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,910---$2,910
2022$2,910---$2,910
2021$2,910---$2,910
2020$2,910---$2,910
2019$2,910---$2,910
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lyn F ScottCEOFT$122,535$33,804$156,339
David BarnesDirector of Accounting & Admin.FT$84,315$12,681$96,996

Board Members and Trustees

NameTitle
Sanjay PamurthyPresident
Brittany Allen-brantleyVice President
Angela ThomasDirector
Chris KatriDirector
Dana ZachryDirector
David KattenDirector
Jeremy LukeDirector
John SandsDirector
Julie SladekDirector
Martin a BrownDirector
Nirav PatelDirector
Robert L LoudermilkDirector
Wardah IqbalDirector
Zelia BaughDirector
Traci BrassSecretary
Brett JohnstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,931,462
Program Service Revenue
$192,616
Investment Income
$24,540
Other Revenue
$-16,260
All Other Contributions
$372,730
Change in Net Assets
$-38,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,132,358
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$32,380
Total Revenue per Audited Statements
$2,164,738
Total Revenue per Form 990
$2,132,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,776,950
Other Expenses$394,199
Total Fundraising Expense$165,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,090,459$21,601$89,163$1,201,223
Current Officers, Directors, Trustees, and Key Employees$206,629$25,828$25,828$258,285
Other Employee Benefits$182,800$4,951$15,500$203,251
Occupancy$133,648$4,730$11,785$150,163
Payroll Taxes$101,632$3,597$8,962$114,191
Information Technology$55,538$1,966$4,897$62,401
Fees for Services Other$25,963$15,960$2,268$44,191
Travel$39,320$2,688$1,614$43,622
Office Expenses$20,443$724$1,803$22,970
Fees for Services Accounting-$22,821-$22,821
Insurance$18,008$637$1,588$20,233
Depreciation Depletion$7,274$258$642$8,174
Other Expenses$4,725$780$371$5,876
Advertising$1,035$37$91$1,163
Total Functional Expenses$1,898,675$106,974$165,500$2,171,149

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,171,149
Total Expenses per Audited Statements$2,171,149
Total Expenses per Form 990$2,171,149
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$31,572
Fundraising Gross Income$14,837
Gaming Gross Income$975
Gaming Direct Expenses$500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boot Scootin & Target Shootin$36,519$10,359$11,191$-832
Part-tee on the Green$12,944$4,478$1,337$3,141
Total Events$49,463$14,837$31,572$-16,735
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$411,531
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section A, Line 1A

The executive committee has the authority to act on behalf of the board of directors between board meetings. Any actions taken between board meetings are reported to the full board at its next meeting.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 was provided to the board before it was filed.

Form 990, Part VI, Section B, Line 12C

Officers, directors, employees, and volunteers are required to adhere to the conflicts of interest policy. A determination of whether a conflict exists is made at the board level. After review and investigation of a potential conflict, a decision is made to take appropriate disciplinary and/ or corrective action. In addition, background checks are completed prior to board member designation and hiring an employee/volunteer. Background checks are performed annually on all board members, employees, and volunteers.

Form 990, Part VI, Section B, Line 15

The president of the board and chair of the human resources committee, or the board executive committee as a whole conduct the executive director's compensation review. Comparability data is provided by the chair of the human resource committee. Minutes are kept of these meetings. Executive director's compensation was last reviewed in 2024. Salary ranges for each position are established by the board of directors, based on recommendations from the executive director through the human resource committee and the executive committee. Increase within those ranges may occur when an employee is granted a merit increase at the start of a new fiscal year, or at the board's discretion. The process described here was last completed in 2024.

Form 990, Part VI, Section C, Line 19

Documents are provided upon request.

Filing and Contact Details

Filer

Filer Name
Guardianship Services Inc
EIN
75-2739419
Phone
8179210499
Address
PO BOX 11481, FORT WORTH, TX 76110

Signing Officer

Name
Lyn Scott
Title
Chief Executive Officer
Phone
8179210499
Signed
2025-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lyn Scott
Formed
1997
Legal Domicile
TX
Voting Board Members
16
Independent Board Members
16
Employees
27
Volunteers
27

Preparer

Firm
Cliftonlarsonallen Llp
Address
1145 BROADWAY SUITE 1300, TACOMA, WA 98402
Preparer
Rosalinda Marikar CPA
Phone
2532721555
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

Following the guidelines of the social security administration and veterans administration, the money management program supports prudent financial decisions and safeguards the clients' monthly benefits. Program staff and volunteers using a person-centered approach ensures the client's benefits are being used to ensure their basic needs are being met.

PART V, LINE 4:

The income from the endowment funds may be expended to support future operational needs.

PART X, LINE 2:

Guardianship services, inc. Is organized as a nonprofit corporation and has been recognized by the internal revenue service as exempt from federal income taxes under section 509(a) of the internal revenue code as organizations described in section 501(c)(3), qualify for the charitable contribution deduction under sections 170(b)(1)(a)(vi) and (viii), and have been determined not to be private foundations under sections 509(a)(1) and (3), respectively. As a nonprofit corporation, gsi is not liable for federal income taxes. Management has concluded that any tax positions that would not meet the more-likely-than not criterion of financial accounting standards board (fasb) accounting standards codification (asc) topic 740-10, accounting for income taxes, would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the statement of activities or accrued in the statement of financial position. Guardianship services, inc.'s tax returns are subject to review and examination by federal and state authorities. Tax returns are open for audit by these authorities for three years from the due date of the return of the date actually filed.

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IRS990/Desc0GUARDIANSHIP SERVICES, INC. (GSI) PROVIDES REPRESENTATIVE PAYEE SERVICES AS WELL AS MONEY MANAGEMENT SERVICES WHICH TEACH PERSONS WITH COGNITIVE DEFICITS TO BECOME MORE INDEPENDENT. THESE ALTERNATIVES FREQUENTLY DELAY OR PREVENT THE ESTABLISHMENT OF A GUARDIANSHIP. THEY ARE ALSO HIGHLY EFFECTIVE AT PREVENTING FINANCIAL EXPLOITATION. THESE VOLUNTARY SERVICES ARE LESS RESTRICTIVE ALTERNATIVES TO GUARDIANSHIP AND INCLUDE BILL PAYER SERVICES WHICH HELP AT-RISK CLIENTS CREATE AND FOLLOW A BUDGET, ORGANIZE AND PAY BILLS AS WELL AS REPRESENTATIVE PAYEE SERVICES WHICH PROVIDE A HIGHER LEVEL OF INCOME MANAGEMENT AND SECURITY TO AT-RISK ADULTS RECEIVING SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME OR VETERANS AFFAIRS BENEFITS. INCLUDED IN THE MONEY MANAGEMENT PROGRAM IS THE FINANCIAL EXPLOITATION PREVENTION CENTER, CREATING A UNIFIED NETWORK OF PARTNERS COMMITTED TO THE PREVENTION, PROTECTION, AND PROSECUTION OF FINANCIAL EXPLOITATION OF AGING AND/OR DISABLED ADULTS IN TARRANT COUNTY. THE FEPC UNITES GSI WITH THE TARRANT COUNTY DISTRICT ATTORNEY, ADULT PROTECTIVE SERVICES, AND MORE THAN 10 SOCIAL SERVICE PARTNERS. GSI COORDINATES SERVICES OF PARTICIPATING AGENCIES, ALL DEDICATED TO THE PREVENTION AND PROSECUTION OF FRAUD OR FINANCIAL EXPLOITATION OF VULNERABLE ADULTS THROUGH PUBLIC EDUCATION, VICTIM ADVOCACY AND MORE. THE CENTER AND PARTNER AGENCIES HAVE HELPED VICTIMS REGAIN MORE THAN $3 MILLION IN RESTITUTION TO DATE. ADDITIONAL MONEY MANAGEMENT INITIATIVES INCLUDE E3: EDUCATE, ENGAGE, ENROLL, TO STEM THE RISING TIDE OF SENIOR POVERTY BY EXPANDING ENROLLMENT IN MEDICARE SAVINGS PROGRAMS.
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IRS990/Form990PartVIISectionAGrp/PersonNm0SANJAY PAMURTHY
IRS990/Form990PartVIISectionAGrp/PersonNm1BRITTANY ALLEN-BRANTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2BRETT JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm3TRACI BRASS
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTIN A BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID KATTEN
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT L LOUDERMILK
IRS990/Form990PartVIISectionAGrp/PersonNm7JEREMY LUKE
IRS990/Form990PartVIISectionAGrp/PersonNm8NIRAV PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm9JULIE SLADEK
IRS990/Form990PartVIISectionAGrp/PersonNm10ANGELA THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm11DANA ZACHRY
IRS990/Form990PartVIISectionAGrp/PersonNm12WARDAH IQBAL
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN SANDS
IRS990/Form990PartVIISectionAGrp/PersonNm14ZELIA BAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRIS KATRI
IRS990/Form990PartVIISectionAGrp/PersonNm16LYN F SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID BARNES
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1784315
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF ACCOUNTING & ADMIN.
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IRS990/FormationYr01997
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InsuranceGrp/FundraisingAmt01588
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0GUARDIANSHIP SERVICES, INC. (GSI) ANSWERS THE CALL TO PROTECT TARRANT COUNTY'S VULNERABLE ADULTS FROM ABUSE, NEGLECT AND EXPLOITATION WITH SERVICES RANGING FROM GUARDIANSHIP TO MONEY MANAGEMENT, VICTIM ADVOCACY AND FINANCIAL LITERACY EDUCATION.
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IRS990/ProgSrvcAccomActy2Grp/Desc0GSI SERVES AS GUARDIAN OF LAST RESORT AND IS CALLED UPON BY TARRANT COUNTY PROBATE COURTS WHEN NO TRUSTED RELATIVE OR FRIEND IS AVAILABLE. IT PROVIDES COMPASSIONATE CARE BY TEXAS CERTIFIED GUARDIANS TO ADULTS LIVING WITH COGNITIVE, INTELLECTUAL OR DEVELOPMENTAL DISABILITIES. IN TARRANT COUNTY, CONCERNED INDIVIDUALS CAN REFER WARDS DIRECTLY TO THE COURT, RATHER THAN HAVING TO HIRE AN ATTORNEY. GUARDIANS ARE CERTIFIED BY THE JUDICIAL BRANCH CERTIFICATION COMMISSION AND ADHERE TO STANDARDS CREATED BY THE BOARD.
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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