2025-11-17T09:05:37-05:00 2024-12-31 261677336 LISA ACRI CPA & ASSOCIATES INC 29 S UNION ST Middletown PA 17057 990 2024-01-01 363591860 NATIONAL GUARDIANSHIP ASSOCIATION % DENISE OTT NATI 8142383126 41 RAYMOND COURT Elizabethtown PA 17022 DENISE OTT CAE ASSOCIATION DIRECTOR 8142383126 2025-11-14 false true LISA ACRI CPA P00598315 7179442000 2025-11-17 2024 2025-03-06 01:10:19Z X SHANNON BUTLER 41 RAYMOND COURT Elizabethtown PA 17022 693355 false X WWW.GUARDIANSHIP.ORG X 1987 PA To advance the nationally recognized standard of excellence in guardianship. 16 16 0 50 2650 0 195462 234404 494175 417421 27411 23593 474 17937 717522 693355 0 0 0 0 0 641518 695026 641518 695026 76004 -1671 980402 1066882 120321 151012 860081 915870 X To advance the nationally recognized standard of excellence in guardianship. false true 291355 EDUCATION: SPONSORED ANNUAL NATIONAL CONFERENCE ON GUARDIANSHIP HELD IN OCTOBER IN LONG BEACH, CALIFORNIA WITH 455 TOTAL ATTENDEES - OPEN TO MEMBERS AND NON-MEMBERS. SPONSORED REVIEW COURSE WEBINAR SERIES VIRTUALLY FOR THOSE PREPARING FOR CERTIFICATION. SOLD 149 COPIES OF NCG STUDY GUIDE. OFFERED 4 WEBINARS AS PART OF THE MEMBERSHIP DUES. 171324 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 18 PUBLICATIONS OF VARIOUS TITLES ON GUARDIANSHIP ISSUES TO MEMBERS AND NON-MEMBERS. 2518 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. CONTINUED WORKING WITH AMERICAN BAR ASSOCIATION TO PUBLISH THE FUNDAMENTALS OF GUARDIANSHIP. WEBINAR SERIES ON FUNDAMENTALS OFFERED VIRTUALLY. CONTINUED LIAISON ACTIVITIES WITH NATIONAL GUARDIANSHIP NETWORK, WITH TWO VOLUNTEER REPRESENTATIVES. CONTINUED MARKETING PLAN FOR MORE VISIBILITY AT RELATED ORGANIZATIONS CONFERENCES THROUGH EXHIBITING AND PROVIDING SPEAKERS. MEMBER OF THE YEAR AWARD PRESENTED IN 2024. 465197 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 6 0 true 0 true false false false false false false false X 16 16 false true false false true true true true true false false false true true true false true true false false X ATLAS MANAGEMENT RESOURCESS 8142383126 41 RAYMOND COURT Elizabethtown PA 17022 X WANDA BEVINGTON DIRECTOR 1.00 0.00 X 0 0 0 KATHRYN DONNELLY DIRECTOR 1.00 0.00 X 0 0 0 JJ MESKO KIMMICH 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 KRIS SANTISO DIRECTOR 1.00 0.00 X 0 0 0 PAUL SEIDEMAN DIRECTOR 1.00 0.00 X 0 0 0 PAUL STENGLE DIRECTOR 1.00 0.00 X 0 0 0 LISA WAWRZONEK DIRECTOR 1.00 0.00 X 0 0 0 TRACEY BOWLES DIRECTOR 1.00 0.00 X 0 0 0 KAREN DIGH ALLEN DIRECTOR 1.00 0.00 X 0 0 0 TAMEKA LEE DIRECTOR 1.00 0.00 X 0 0 0 SHANNON BUTLER PRESIDENT 1.00 0.00 X 0 0 0 CARLETON COLEMAN SECRETARY TREASURER 1.00 0.00 X 0 0 0 HEATHER CONNORS PAST-PRESIDENT 1.00 0.00 X 0 0 0 AMY WILLOUGHBY BRYANT PRESIDENT-ELECT 1.00 0.00 X 0 0 0 ATLAS MANAGEMENT RESOURCESS MANAGEMENT COMPANY 82.00 0.00 X 0 0 0 0 0 0 0 false false false ATLAS MANAGEMENT RESOURCES 174 CRESTVIEW Bellefonte PA 16823 MANAGEMENT ADMIN 209100 1 227605 6645 154 234404 CONFERENCES AND COURSES 611710 384496 384496 CERTIFICATION INCOME 611710 2850 2850 SPONSORSHIPS 611710 29000 27425 1575 JOB POST LISTING 900099 1075 1075 417421 19423 19423 4170 4170 4170 4170 6645 0 17937 17937 17937 693355 52382 2650 403919 220623 132374 88249 2635 2635 3848 3848 54233 54233 836 836 18927 18927 2397 2397 10171 5085 5086 344749 269987 74762 3442 3442 BANK AND CREDIT CARD FEES 17395 17034 361 POSTAGE PRINTING AND COPYING 13320 12050 1270 DUES EXPENSE 500 500 FEES AND REBATES 1950 1950 695026 465197 229829 0 132080 144025 840222 913370 850 1215 7250 8272 980402 1066882 3246 3487 117075 147525 120321 151012 X 860081 915870 860081 915870 980402 1066882 X -1671 1215 56245 X false false false X 167800 185141 263596 195462 234250 1046249 232246 313732 396152 483481 477991 1903602 15720 21517 17584 23810 17936 96567 415766 520390 677332 702753 730177 3046418 0 0 0 0 0 0 3046418 9626 73986 96800 14769 19423 214604 9626 73986 96800 14769 19423 214604 75 75 425467 594376 774132 717522 749600 3261097 0.93420 0.92880 0.07000 0.07000 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. Cessation of or significant change to any program service Part III line 3 ENDED SELF-STUDY COURSES PREVIOUSLY AVAILABLE ON THE ASSOCIATION WEBSITE. Explanation of other changes in net assets or fund balances Part XI line 9 UNREALIZED GAIN ON MARKET VALUE OF INVESTMENTS = $56245 Part XI response or note to any line in Part XI ADJUST ACCOUNTS RECEIVABLE TO REFLECT ACTUAL BEGINNING BALANCE AFTER REVIEW.