Guardianship Services Inc.

Filing Period

Oct 1, 2011 to Sep 30, 2012

Signed

Feb 20, 2013

Return Version

2011v1.5

Gross Receipts

$1,319,125

Mission

Major Activities

Activity 2

Money management program - guardianship services, inc. (gsi) provides representative payee services, bill payers to assist with bank statements and bills and money management education to teach persons with intellectual developmental disability to become more independent. These alternatives frequently delay or prevent the establishment of a guardianship. They are also highly effective in stopping financial exploitation. Gsi served as representative payee for government benefits for 218 clients in fiscal year 2012. Sixty-nine (69) of those were new clients in the fiscal year ended september 30, 2012. (cont. In sch. O) (cont. From page 2, 4b)clients are referred for representative payee services by other agencies when it is discovered that utilities have been terminated, financial exploitation is suspected, or the client is being harassed by bill collectors. In order for gsi to be appointed payee, a doctor must state that the client is unable to manage his or her finances. The client's government-issued check is sent directly to gsi. The money management case manager develops a budget and arranges for all bills to be sent to the gsi offices. The case manager pays shelter, medical, insurance, utility and other bills, and then delivers money to the client that can be used for discretionary spending. Volunteers assist in delivering the money and visiting with the client to provide socialization and evaluate the client's status. Other volunteers reconcile bank statements and monitor use of the client's resources. Through gsi's money management education program, in fiscal year 2012 forty (40) intellectually or developmentally disabled clients participated in either one-on-one or group instruction sessions designed to teach financial management skills. These classes are intended to enhance the client's ability to function independently and equip them with skills needed to protect themselves from financial exploitation. When clients reach a certain level of understanding a volunteer is assigned to visit the client regularly, coach them as needed, and address any concerns. Volunteers are used extensively in the money management program. A total of 21 volunteers provided 838 hours of assistance to clients in the money management program for the year ended september 30, 2012.

Filer

EIN

75-2739419