2024-09-09T13:29:47-04:00 2023-12-31 261677336 LISA ACRI CPA & ASSOCIATES INC 29 S UNION ST Middletown PA 17057 990 2023-01-01 363591860 NATIONAL GUARDIANSHIP ASSOCIATION NATI 174 CRESTVIEW DRIVE BELLEFONTE PA 16823 DENISE OTT CAE ASSOCIATION DIR 8142383126 2024-09-09 false true LISA ACRI CPA P00598315 7179442000 2024-09-09 2023 2024-08-08 14:25:15Z HEATHER CONNORS 718353 false X WWW.GUARDIANSHIP.ORG X 1987 PA To advance the nationally recognized standard of excellence in guardianship. 17 17 0 55 0 0 263596 195462 396152 494175 10987 27411 12929 474 683664 717522 0 0 0 0 0 682969 641518 682969 641518 695 76004 781356 980402 120321 781356 860081 To advance the nationally recognized standard of excellence in guardianship. 295819 EDUCATION: SPONSORED ANNUAL NATIONAL CONFERENCE ON GUARDIANSHIP HELD IN OCTOBER IN ORLANDO, FLORIDA WITH 556 TOTAL ATTENDEES - OPEN TO MEMBERS AND NON-MEMBERS. SPONSORED REVIEW COURSE WEBINAR SERIES VIRTUALLY FOR THOSE PREPARING FOR CERTIFICATION. SOLD 126 COPIES OF NCG STUDY GUIDE. OFFERED 4 WEBINARS FOR MEMBERS AND NON-MEMBERS. CONTINUED TO OFFER 30 WEBSITE SELF-STUDY COURSES FOR NATIONAL CERTIFICATION WITH 190 MEMBERS AND NON-MEMBERS PARTICIPATING. 169719 ALL OTHER MANAGEMENT AND ADMINISTRATIVE WORK FOR ORGANIZATION ACCOMPLISHMENTS, INCLUDING: CONTINUALLY UPDATING MEMBERSHIP DIRECTORY, MONITORING THE SUCCESS OF COMPLIMENTARY TRIAL MEMBERSHIPS TO RECENTLY CERTIFIED GUARDIANS AND ENCOURAGED THEIR CONTINUED MEMBERSHIP THE FOLLOWING YEAR WITH 10% RENEWAL, AND THE SALE OF 33 PUBLICATIONS OF VARIOUS TITLES ON GUARDIANSHIP ISSUES TO MEMBERS AND NON-MEMBERS. 440 CONTINUED WORKING WITH AMERICAN BAR ASSOCIATION TO PUBLISH THE FUNDAMENTALS OF GUARDIANSHIP. WEBINAR SERIES ON FUNDAMENTALS OFFERED. CONTINUED LIAISON ACTIVITIES WITH NATIONAL GUARDIANSHIP NETWORK, WITH TWO VOLUNTEER REPRESENTATIVES. CONTINUED MARKETING PLAN FOR VISIBILITY AT RELATED ORGANIZATIONS CONFERENCES THROUGH EXHIBITING AND PROVIDING SPEAKERS. MEMBER OF THE YEAR AWARD PRESENTED IN 2023. SIX NEWSLETTERS REACHED APPROXIMATELY 1,195 INDIVIDUALS AND AFFILIATED STATE ORGANIZATIONS. MAINTAINED REGULAR COMMUNICATION WITH 24 STATE AFFILIATES DURING THE YEAR THROUGH CONFERENCE CALLS AND ONE VIRTUAL MEETING, ALONG WITH A LEADERSHIP TRAINING SESSION AT THE EVENT. 465978 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 9 0 true 0 false false false false false false false false X 17 17 false true false false true true true true true false false false true true true false true true false false X ATLAS MANAGEMENT RESOURCES 8142383126 174 CRESTVIEW DRIVE BELLEFONTE PA 16823 X KRIS SANTISO DIRECTOR 1.00 0.00 X 0 0 0 PAUL SEIDEMAN DIRECTOR 1.00 0.00 X 0 0 0 ERIC OCONNOR DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE POSS DIRECTOR 1.00 0.00 X 0 0 0 LISA WAWRZONEK DIRECTOR 1.00 0.00 X 0 0 0 JOAN KRECHMER DIRECTOR 1.00 0.00 X 0 0 0 PAUL STENGLE DIRECTOR 1.00 0.00 X 0 0 0 DAVID STRACHMAN DIRECTOR 1.00 0.00 X 0 0 0 GALE KIRK DIRECTOR 1.00 0.00 X 0 0 0 WANDA BEVINGTON DIRECTOR 1.00 0.00 X 0 0 0 KAREN DIGH ALLEN DIRECTOR 1.00 0.00 X 0 0 0 KATHRYN DONNELLY DIRECTOR 1.00 0.00 X 0 0 0 AMY WILLOUGHBY BRYAN DIRECTOR 1.00 0.00 X 0 0 0 SHANNON BUTLER PRESIDENT ELECT 1.00 0.00 X 0 0 0 HEATHER CONNORS PRESIDENT 1.00 0.00 X 0 0 0 ANTHONY PALMIERI PAST-PRESIDENT 1.00 0.00 X 0 0 0 CARLETON COLEMAN SECRETARY TREASURER 1.00 0.00 X 0 0 0 ATLAS MANAGEMENT RESOURCES MANAGEMENT COMPANY 79.00 0.00 X 0 0 0 0 0 0 0 false false false ATLAS MANAGEMENT RESOURCES 174 CRESTVIEW Bellefonte PA 16823 MANAGEMENT ADMIN 203001 1 191100 4362 195462 CONFERENCES AND COURSES 611710 488200 488200 CERTIFICATION INCOME 611710 5400 5400 JOB POST LISTING 900099 575 575 494175 14769 14769 13473 831 13473 -831 12642 12642 4362 MISCELLANIOUS INCOME 900099 474 474 474 717522 6449 0 515611 203001 101501 101500 3400 3400 2734 2734 22569 22569 207 207 757 757 19126 9563 9563 2327 2327 7548 7548 346317 293537 52780 3442 3442 BANK AND CREDIT CARD FEES 16530 16015 515 POSTAGE PRINTING AND COPYING 11596 11596 DUES EXPENSE 500 500 LOSS ON SALE OF INVESTMENTS 1464 1464 641518 465978 175540 0 134484 132080 646872 840222 850 7250 781356 980402 3246 117075 0 120321 X 781356 860081 781356 860081 781356 980402 X 76004 2721 X false false false X 177750 167800 185141 263596 195462 989749 308799 232246 313732 396152 483481 1734410 21975 15720 21517 17584 23810 100606 508524 415766 520390 677332 702753 2824765 2824765 20663 9626 73986 96800 14769 215844 20663 9626 73986 96800 14769 215844 775 775 75 75 529962 425467 594376 774132 717522 3041459 0.92880 0.92460 0.07000 0.08000 X false false false false false false false false false false Management duties delegation Part VI line 3 ATLAS MANAGEMENT RESOURCES INC MANAGES ALL ADMINISTRATIVE AND PROGRAM DUTIES FOR THE ORGANIZATION. Members or stockholder classes and rights Part VI line 6 THERE ARE THREE CATEGORIES OF MEMBERSHIP: INDIVIDUAL, ORGANIZATION AND FAMILY/RETIRED/VOLUNTEER GUARDIANS. ALL ARE VOTING MEMBERS. Member election for additional members Part VI line 7a A NOMINATING COMMITTEE DEVELOPS THE ELECTION SLATE AND VOTING MEMBERS ELECT THE DIRECTORS THROUGH WEB-BASED VOTING FOR THREE YEAR TERMS. DIRECTORS ELECT OFFICERS FROM WITHIN THE BOARD FOR ONE YEAR TERMS. Governing body decisions Part VI line 7b VOTING MEMBERS VOTE ON BYLAW AMENDMENTS AND ELECTION OF THE BOARD. ALL OTHER DECISIONS ARE MADE BY BOARD OF DIRECTORS. Governing body meeting documentation Part VI line 8a MINUTES ARE TAKEN AT ALL MEETINGS AND EMAILED TO THE FULL BOARD. MINUTES ARE APPROVED AT NEXT MEETING. COPIES ARE KEPT IN CORPORATE ARCHIVE WITH AGENDA FOR MEETING. Committee meeting documentation Part VI line 8b NOTES ARE TAKEN AT COMMITTEE MEETINGS AND ARE EMAILED TO COMMITTEE MEMBERS. NOTES ARE KEPT IN FILE IN OFFICE. Form 990 governing body review Part VI line 11 TREASURER GETS COPY OF 990 AFTER SIGNED AND FILED BY ASSOCIATION DIRECTOR. Conflict of interest policy compliance Part VI line 12c FIRST MEETING OF EACH CALENDER YEAR, THE BOARD OF DIRECTORS GETS A COPY OF THE POLICY AND A FORM TO SIGN INDICATING WHETHER OR NOT THEY HAVE ANY CONFLICTS OF INTEREST. CEO executive director top management comp Part VI line 15a PERFORMANCE IS REVIEWED AGAINST THE CONTRACT OF SERVICE OUTLINE SEMI-ANNUALLY BY THE EXECUTIVE COMMITTEE. Governing documents etc available to public Part VI line 19 GOVERNING DOCUMENTS ARE AVAILABLE TO ALL MEMBERS IN THE MEMBER SECTION OF THE WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. Explanation of other changes in net assets or fund balances Part XI line 9 UNREALIZED GAIN ON MARKET VALUE OF INVESTMENTS = $62645FORM 3115 ADJUSTMENT FROM CASH TO ACCURAL METHOD OF ACCOUNTING ($59924)