2024-08-08T14:29:18-05:00 2023-09-30 381910111 UHY ADVISORS GREAT LAKES INC 7171 STADIUM DRIVE KALAMAZOO MI 49009 990 2022-10-01 382282034 CALHOUN COUNTY GUARDIAN CALH 2699633253 693 CAPITAL AVE SW UNIT 3 BATTLE CREEK MI 49015 JENNIFER WARNOS CEO 2699633253 2024-08-07 1 0 RHONDA L NEWMAN P00047726 2693817600 2024-08-07 2022 2024-08-08 14:25:15Z GUARDIAN FINANCE AND ADVOCACY SERVICES JENNIFER WARNOS 693 CAPITAL AVE SW 3 BATTLE CREEK MI 49015 1968486 0 X WWW.YOURGUARDIAN.ORG X 1966 MI WE BENEFIT THE COMMUNITY BY PROVIDING FINANCIAL STEWARDSHIP AND ADVOCACY SERVICES TO PEOPLE IN NEED. WE PROMOTE THE OPTIMUM INDEPENDENCE AND ECONOMIC SELF-SUFFICIENCY OF THOSE WE SERVE. 11 11 49 0 0 0 106321 84059 1703547 1870906 1036 13521 0 0 1810904 1968486 0 0 0 0 1424151 1435598 0 0 0 495093 539622 1919244 1975220 -108340 -6734 11877488 13235165 11195974 12534862 681514 700303 X WE BENEFIT THE COMMUNITY BY PROVIDING FINANCIAL STEWARDSHIP AND ADVOCACY SERVICES TO PEOPLE IN NEED. WE PROMOTE THE OPTIMUM INDEPENDENCE AND ECONOMIC SELF-SUFFICIENCY OF THOSE WE SERVE. 0 0 1715303 1870906 GUARDIAN FINANCE AND ADVOCACY SERVICES IS A NONPROFIT THAT SERVES CLIENTS IN SOUTHWEST MICHIGAN. OUR PRIMARY COUNTIES OF SERVICE ARE KALAMAZOO AND CALHOUN, ALTHOUGH OUR SERVICES EXTEND TO CLIENTS WITHIN A 75-MILE RADIUS OF OUR TWO OFFICES. IN OUR FISCAL YEAR OF OCTOBER 2022 THROUGH SEPTEMBER 2023, WE SERVED 1,318 CLIENTS BETWEEN OUR TWO OFFICES. OUR THREE MOST SIGNIFICANT PROGRAMS ARE GUARDIANSHIP, CONSERVATORSHIP, AND REPRESENTATIVE PAYEE. ALL PROGRAMS SEEK TO SAFEGUARD INDIVIDUALS, ALLOWING THEM TO REACH THEIR FULL POTENTIAL AND MAXIMIZE THEIR INDEPENDENCE.LEGAL GUARDIANSHIP OCCURS WHEN AN INDIVIDUAL IS FOUND INCOMPETENT THROUGH A COURT OF LAW. IN MANY INSTANCES, THIS IS THE RESULT OF DEVELOPMENTAL DISABILITY, MENTAL ILLNESS, OR AGE-RELATED ILLNESS SUCH AS DEMENTIA. OUR ORGANIZATION SAFEGUARDED 451 INDIVIDUALS DURING THE PAST YEAR BY MAKING MEDICAL, PLACEMENT, AND LEGAL DECISIONS.CONSERVATORSHIP, DESCRIBED AS GUARDIANSHIP OF THE ESTATE, IS AN AUTHORITY THE COURT GRANTS. OUR ORGANIZATION WORKED WITH 94 INDIVIDUALS IN THIS CAPACITY OVER THE PAST YEAR. GUARDIAN FINANCE AND ADVOCACY SERVICES WAS ABLE TO SAFEGUARD THEIR ASSETS, THUS MEETING THEIR NEEDS.OUR THIRD PROGRAM IS REPRESENTATIVE PAYEE, AN AUTHORITY GRANTED BY THE SOCIAL SECURITY ADMINISTRATION. WHEN AN INDIVIDUAL CANNOT MANAGE THEIR INCOME TO MEET THEIR BASIC NEEDS, SOCIAL SECURITY WILL APPOINT A REPRESENTATIVE PAYEE TO ASSIST IN BUDGETING. IN THIS ROLE, OUR AGENCY WORKS WITH THE CONSUMER TO CREATE A BUDGET AND THEN PAYS THE INDIVIDUAL'S MONTHLY PRIORITY NEEDS (I.E., RENT AND UTILITIES). N/A N/A 1715303 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 637 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X JENNIFER WARNOS 2699633253 18 W MICHIGAN AVE STE 300 BATTLE CREEK MI 49017 LISA WILLCUTT PRESIDENT EMERITUS 1.00 X 0 0 0 MARK CASSINO PRESIDENT 1.00 X X 0 0 0 GENE DILLENBECK TREASURER 1.00 X X 0 0 0 DAVID LUCAS SECRETARY 1.00 X X 0 0 0 RAYMOND SAWYER BOARD MEMBER 1.00 X 0 0 0 SCOTT BAXTER BOARD MEMBER 1.00 X 0 0 0 MARILYN ROBINSON BOARD MEMBER 1.00 X 0 0 0 SUSAN MCCLOSKEY BOARD MEMBER 1.00 X 0 0 0 TONY MCGHEE BOARD MEMBER 1.00 X 0 0 0 SARAH RUSSELL BOARD MEMBER 1.00 X 0 0 0 KENT REHMANN BOARD MEMBER 1.00 X 0 0 0 ROBERT COPELAND ED/CEO 40.00 X 94849 0 18777 94849 0 18777 0 0 0 0 ZETAONE SOLUTIONS GROUP LLC PO BOX 166 COLDWATER MI 49016 OUTSOURCED MANAGED IT SUPPORT SERVICES 124170 1 84059 3425 84059 CLIENT FEES 900099 1679154 1679154 CONTRACT BILLINGS 900099 191752 191752 1870906 13521 13521 1968486 1870906 0 13521 101899 25475 76424 1082723 1015955 66768 168018 139411 28607 82958 72930 10028 6566 3141 3425 25700 25700 2946 2946 146010 132387 13623 1140 1140 37209 33737 3472 126046 114429 11617 58214 56803 1411 33441 30321 3120 33604 30469 3135 TELEPHONE 34248 31053 3195 REPAIRS AND MAINTENANCE 17679 16030 1649 MISCELLANEOUS 11401 7744 3657 PROGRAM MATERIALS 5418 5418 1975220 1715303 259917 0 282 198 439158 451163 88811 92580 31026 31160 163424 114048 80647 49376 184054 209007 11053510 12401681 11877488 13235165 129745 127972 26424 18725 11039805 12021158 0 367007 11195974 12534862 X 667205 685994 14309 14309 681514 700303 11877488 13235165 -6734 25523 0 X 0 1 X 1 0 X 61325 81706 297916 106321 84059 631327 1503965 1630710 1644067 1703547 1870906 8353195 1565290 1712416 1941983 1809868 1954965 8984522 0 0 0 8984522 12774 28579 42648 1036 13521 98558 12774 28579 42648 1036 13521 98558 1578064 1740995 1984631 1810904 1968486 9083080 0.98910 0.99570 0.01090 0.00430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 21250 11481 9769 142174 102567 39607 49376 SECURITY DEPOSITS 2628 FUNDS HELD FOR CLIENTS 12021158 BENEFICIAL INTEREST - BC COMM. FDN. 12428 RIGHT-OF-USE ASSET-OPERATING LEASE 365467 12401681 OPERATING LEASE LIABILITY 367007 367007 1991063 25523 25523 1965540 2946 2946 1968486 1972274 0 1972274 2946 2946 1975220 PART IV, LINE 2B: THE ORGANIZATION ACTS AS FIDUCIARY FOR CLIENT CASH HELD IN FINANCIAL INSTITUTIONS AND INVESTMENTS HELD IN THE NAME OF CLIENTS AT INVESTMENT COMPANIES. FORM 990, PART I, ITEM C DBA: GUARDIAN FINANCE AND ADVOCACY SERVICES DBA: GUARDIAN, INC. DBA: GUARDIAN INCORPORATED DBA: GUARDIAN, INC. OF CALHOUN COUNTY FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, THEN THE EXECUTIVE COMMITTEE, AND LAST BY THE BOARD FOR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY KNOWN CONFLICTS TO THE BOARD WHICH WILL BE NOTED IN THE MINUTES FOR THAT MEETING. THE MEMBER WILL LEAVE THE MEETING DURING ANY DISCUSSIONS OF THE CONFLICTING MATTER AND SHALL NOT VOTE. THE BOARD MEMBER SHALL BE OBLIGATED TO DISCLOSE TO THE OTHER MEMBERS ANY REASON KNOWN TO THAT MEMBER WHY THE CONTRACT OR OTHER TRANSACTION IS NOT IN THE BEST INTERESTS OF THE AGENCY. FORM 990, PART VI, SECTION B, LINE 15A THE AGENCY WILL FOLLOW THE "REBUTTABLE PRESUMPTION PROCEDURE" IN ASSESSING EXECUTIVE COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR FOLLOWING THE PROCEDURE, AND WILL ENSURE THAT THERE IS ADEQUATE DOCUMENTATION IN THE PERSONNEL FILES TO PROVE THAT THE PROCEDURE HAS BEEN FOLLOWED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE.