2024-08-08T15:49:22-04:00 2023-12-31 261677336 LISA ACRI CPA & ASSOCIATES INC 29 S UNION ST Middletown PA 17057 990 2023-01-01 364196972 CENTER FOR GUARDIANSHIP CERTIFICATION CENT 2207 FOREST HILLS DR HARRISBURG PA 17112 DENISE CALABRESE CAE EXECUTIVE DIREC 7172384689 2024-08-08 false true LISA ACRI CPA P00598315 7179442000 2024-08-08 2023 2024-08-08 14:25:15Z JOAN KRECHMER NCG 222161 false X GUARDIANSHIPCERT.ORG X 1997 PA TO PROVIDE A COMPREHENSIVE GUARDIAN CERTIFICATION PROGRAM. 12 12 0 50 0 0 0 217892 222023 99 138 0 217991 222161 0 0 0 0 0 234120 227776 234120 227776 -16129 -5615 278953 275078 6020 7760 272933 267318 TO PROVIDE A COMPREHENSIVE GUARDIAN CERTIFICATION PROGRAM. false false EXHIBITED BENEFITS OF CERTIFICATION AT NGA CONFERENCE AND ONE OTHER STATE ASSOCIATION CONFERENCES. CONDUCTED NMG ITEM ANALYSIS AND NCG ITEM ANALYSIS AND UPDATED EXAMS TO REVISED STANDARDS. CONDUCTED CA PROFESSIONAL FIDUCIARY JOB AND ITEMS ANALYSIS AND REVISED EXAM. TOTAL OF 1,273 NATIONAL CERTIFIED GUARDIANS (NCG) SERVED; PROCESSED 416 RENEWALS, 122 APPLICATIONS AND 58 RETESTS.TOTAL OF 52 NATIONAL MASTER GUARDIANS (NMG) SERVED. PROCESSED 10 RENEWALS, 7 APPLICATIONS AND 3 RETESTS.PROCESSED 52 CALIFORNIA APPLICATIONS AND 46 RETESTS.PROCESSED 5 FINANCE CERTIFICATION EXAMS AND 2 SPECIAL NEED TRUST CERTIFICATE EXAMSHANDLED 4 COMPLAINTS RECEIVED AGAINST CERTIFICANTS. MAINTAINED WEBSITE AND HANDLED UPDATES TO SITE. POSTED TO SOCIAL MEDIA ACCOUNTS REGULARLY TO PROMOTE CERTIFICATION AND CERTIFICATE PROGRAMS. 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 6 0 true 0 false false false false false false false false X 12 12 false true false false false false false true true false false false true true true true true true false false X DENISE CALABRESE CAE 7172384689 2207 FOREST HILLS DR HARRISBURG PA 17112 X JULIA NACK TRUSTEE 1.00 0.00 X 0 0 0 TERESA PARKS TRUSTEE 1.00 0.00 X 0 0 0 JEAN KRAHN TRUSTEE 1.00 0.00 X 0 0 0 SHANNON BUTLER TRUSTEE 1.00 0.00 X 0 0 0 EMIL GIORDANO TRUSTEE 1.00 0.00 X 0 0 0 MICHELLE KENNEY TRUSTEE 1.00 0.00 X 0 0 0 JOHN KORDISH IMMED PAST PRESIDENT 1.00 0.00 X 0 0 0 MARY GALVEZ TRUSTEE 1.00 0.00 X 0 0 0 TERI McRAE PRESIDENT ELECT 1.00 0.00 X 0 0 0 JOAN KRECHMER PRESIDENT 1.00 0.00 X 0 0 0 LISA LUDDEN TREASURER 1.00 0.00 X 0 0 0 DENISE CALABRESE EXECUTIVE DIRECTOR 12.00 0.00 X 0 0 0 0 0 0 0 false false false CALABRESE MANAGEMENT 2207 FOREST HILL DRIVE Harrisburg PA 17112 MANAGEMENT 150884 1 CERTIFICATIONS 561000 222023 222023 222023 138 138 222161 222023 0 138 X 150884 2714 1500 24942 3726 1600 2694 1299 4295 6819 4744 TESTING SITE EXPENSE 12310 12310 DUES 297 297 CREDIT CARD AND BANK FEES 7917 7917 POSTAGE AND PRINTING 2035 2035 227776 0 0 0 64645 60612 214308 214466 278953 275078 6020 7760 6020 7760 X 272682 267318 251 272933 267318 278953 275078 -5615 0 X false false false false true false Management duties delegation Part VI line 3 A MANAGEMENT CONTRACT OUTLINES THE SERVICES BEING PROVIDED TO THE ORGANIZATION. THAT CONTRACT IS APPROVED BY THE BOARD OF TRUSTEES. ANY CHANGES TO THOSE SERVICES REQUIRES AN ADDENDUM TO THE CONTRACT AND APPROVAL BY THE BOARD OF TRUSTEES. Form 990 governing body review Part VI line 11 THE EXECUTIVE DIRECTOR, AS A NON-VOTING OFFICER OF THE BOARD, CAN SIGN THE TAX RETURN ON BEHALF OF THE ORGANIZATION PER THE BYLAWS. Conflict of interest policy compliance Part VI line 12c EACH YEAR THE BOARD OF TRUSTEES IS PROVIDED THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENTS. THEY ARE ASKED TO READ AND SIGN THE DOCUMENTS. THESE DOCUMENTS ARE KEPT ON FILE. POTENTIAL CONFLICTS THROUGHOUT THE YEAR ARE ADDRESSED BY THE EXECUTIVE DIRECTOR AND PRESIDENT OF THE BOARD. CEO executive director top management comp Part VI line 15a SIXTY DAYS PRIOR TO THE MANAGEMENT CONTRACT EXPIRATION, A LETTER IS SENT TO THE PRESIDENT OF THE ORGANIZATION AND SHARED WITH THE BOARD OF TRUSTEES. THE LETTER OUTLINES ANY CHANGES IN THE MANAGEMENT CONTRACT OR SERVICES AND COMPENSATION REQUESTED. THE LETTER IS DISCUSSED AND VOTED ON AT THE BUDGET MEETING OF THE BOARD OF TRUSTEES. DURING THAT MEETING THE BOARD DISCUSSES ANY PERFORMANCE OR CONTRACT DELIVERY ISSUES THAT MAY HAVE ARISEN. Governing documents etc available to public Part VI line 19 UPON REQUEST DOCUMENTS ARE MADE AVAILABLE TO ANYBODY WHO ASKS FOR THEM. THEY ARE PUBLIC DOCUMENTS. List of other fees for services expenses Part IX line 11g ANN WHITE, PHD - EXAM TEST DEVELOPMENT AND ANALYSIS - $2531MAREN MILLER, - BOARD WORK $5000SALLY HUME - CONTRACT $17249ANALYST TIME - $162 List of other expenses Part IX line 24e PROFESSIONAL FEES NOT RELATED TO LEGAL OR ACCOUNTING, INCLUDING ANALYST TIME, EXAM TEST DEVELOPMENT AND DEI/BOARD WORK. General explanation attachment THE ORGANIZATION HAS ENTERED INTO A CONTRACT WITH A MANAGEMENT COMPANY. CALABRESE MANAGEMENT, INC., EIN: 25-1874170, HANDLES ALL MANAGEMENT, FINANCIAL, PROGRAM AND ADMINISTRATIVE DUTIES FOR THE ORGANIZATION. THE COMPANY AVERAGED 70 HOURS PER WEEK WORKING FOR THE ORGANIZATION IN 2023.