2026-08-04T12:55:22-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2024-10-01 752739419 GUARDIANSHIP SERVICES INC GUAR 8179210499 PO BOX 11481 FORT WORTH TX 76110 LYN SCOTT CHIEF EXECUTIVE OFFICER 8179210499 2026-07-31 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2026-07-27 2024 2025-03-06 01:10:19Z LYN SCOTT PO BOX 11481 FORT WORTH TX 76110 2144428 0 X WWW.GUARDIANSHIPSERVICES.ORG X 1997 TX TO PROVIDE GUARDIANSHIP AND ALTERNATIVE SERVICES TO INDIVIDUALS WHO HAVE NO FAMILY MEMBER OR FRIEND WHO IS WILLING, ABLE, OR SUITABLE TO ASSIST WITH THEIR NEEDS 15 15 29 25 0 0 1931462 1864877 192616 221803 24540 34961 -16260 -17422 2132358 2104219 0 0 0 0 1776950 1702661 0 0 191057 394199 413079 2171149 2115740 -38791 -11521 1375806 1297138 442088 363334 933718 933804 X GUARDIANSHIP SERVICES, INC. (GSI) ANSWERS THE CALL TO PROTECT TARRANT COUNTY'S VULNERABLE ADULTS FROM ABUSE, NEGLECT AND EXPLOITATION WITH SERVICES RANGING FROM GUARDIANSHIP TO MONEY MANAGEMENT, VICTIM ADVOCACY AND FINANCIAL LITERACY EDUCATION. 0 0 1007846 56553 GUARDIANSHIP SERVICES, INC. (GSI) PROVIDES REPRESENTATIVE PAYEE SERVICES AS WELL AS MONEY MANAGEMENT SERVICES WHICH TEACH PERSONS WITH COGNITIVE DEFICITS TO BECOME MORE INDEPENDENT. THESE ALTERNATIVES FREQUENTLY DELAY OR PREVENT THE ESTABLISHMENT OF A GUARDIANSHIP. THEY ARE ALSO HIGHLY EFFECTIVE AT PREVENTING FINANCIAL EXPLOITATION. THESE VOLUNTARY SERVICES ARE LESS RESTRICTIVE ALTERNATIVES TO GUARDIANSHIP AND INCLUDE BILL PAYER SERVICES WHICH HELP AT-RISK CLIENTS CREATE AND FOLLOW A BUDGET, ORGANIZE AND PAY BILLS AS WELL AS REPRESENTATIVE PAYEE SERVICES WHICH PROVIDE A HIGHER LEVEL OF INCOME MANAGEMENT AND SECURITY TO AT-RISK ADULTS RECEIVING SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME OR VETERANS AFFAIRS BENEFITS. INCLUDED IN THE MONEY MANAGEMENT PROGRAM IS THE FINANCIAL EXPLOITATION PREVENTION CENTER, CREATING A UNIFIED NETWORK OF PARTNERS COMMITTED TO THE PREVENTION, PROTECTION, AND PROSECUTION OF FINANCIAL EXPLOITATION OF AGING AND/OR DISABLED ADULTS IN TARRANT COUNTY. THE FEPC UNITES GSI WITH THE TARRANT COUNTY DISTRICT ATTORNEY, ADULT PROTECTIVE SERVICES, AND MORE THAN 10 SOCIAL SERVICE PARTNERS. GSI COORDINATES SERVICES OF PARTICIPATING AGENCIES, ALL DEDICATED TO THE PREVENTION AND PROSECUTION OF FRAUD OR FINANCIAL EXPLOITATION OF VULNERABLE ADULTS THROUGH PUBLIC EDUCATION, VICTIM ADVOCACY AND MORE. THE CENTER AND PARTNER AGENCIES HAVE HELPED VICTIMS REGAIN MORE THAN $3 MILLION IN RESTITUTION TO DATE. ADDITIONAL MONEY MANAGEMENT INITIATIVES INCLUDE E3: EDUCATE, ENGAGE, ENROLL, TO STEM THE RISING TIDE OF SENIOR POVERTY BY EXPANDING ENROLLMENT IN MEDICARE SAVINGS PROGRAMS. 812363 165250 GSI SERVES AS GUARDIAN OF LAST RESORT AND IS CALLED UPON BY TARRANT COUNTY PROBATE COURTS WHEN NO TRUSTED RELATIVE OR FRIEND IS AVAILABLE. IT PROVIDES COMPASSIONATE CARE BY TEXAS CERTIFIED GUARDIANS TO ADULTS LIVING WITH COGNITIVE, INTELLECTUAL OR DEVELOPMENTAL DISABILITIES. IN TARRANT COUNTY, CONCERNED INDIVIDUALS CAN REFER WARDS DIRECTLY TO THE COURT, RATHER THAN HAVING TO HIRE AN ATTORNEY. GUARDIANS ARE CERTIFIED BY THE JUDICIAL BRANCH CERTIFICATION COMMISSION AND ADHERE TO STANDARDS CREATED BY THE BOARD. 1820209 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 29 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAVID BARNES 8179210499 PO BOX 11481 FORT WORTH TX 76110 SANJAY PAMURTHY PRESIDENT 1.00 X X 0 0 0 BRITTANY ALLEN-BRANTLEY VICE PRESIDENT 1.00 X X 0 0 0 BRETT JOHNSTON TREASURER 1.00 X X 0 0 0 TRACI BRASS SECRETARY THRU 12/2024 1.00 X X 0 0 0 ZELIA BAUGH DIRECTOR 0.50 X 0 0 0 MARTIN A BROWN DIRECTOR 0.50 X 0 0 0 ABBY CASTILLO DIRECTOR 0.50 X 0 0 0 CHRIS KATRI DIRECTOR 0.50 X 0 0 0 WARDAH IQBAL DIRECTOR 0.50 X 0 0 0 DAVID KATTEN DIRECTOR THRU 1/2025 0.50 X 0 0 0 ROBERT L LOUDERMILK DIRECTOR 0.50 X 0 0 0 JEREMY LUKE DIRECTOR 0.50 X 0 0 0 NIRAV PATEL DIRECTOR 0.50 X 0 0 0 JOHN SANDS DIRECTOR 0.50 X 0 0 0 JULIE SLADEK DIRECTOR 0.50 X 0 0 0 ANGELA THOMAS DIRECTOR 0.50 X 0 0 0 DANA ZACHRY DIRECTOR 0.50 X 0 0 0 LYN F SCOTT CEO 40.00 X 125136 0 40804 DAVID BARNES DIRECTOR OF ACCOUNTING & ADMIN. 40.00 X 87412 0 13159 212548 0 53963 2 0 1 0 0 4724 45188 1496720 318245 13328 1864877 PROGRAM SERVICE FEES 561499 221803 221803 221803 34961 34961 21827 45188 39584 -17757 -17757 960 625 335 335 2104219 221803 0 17539 262229 229792 8024 24413 1129898 990240 34510 105148 206799 181218 6328 19253 103735 90910 3170 9655 140 140 22670 22670 66544 43431 18501 4612 2308 2022 71 215 18919 16580 578 1761 63433 55591 1938 5904 148980 130561 4553 13866 39496 35530 2444 1522 11592 10159 354 1079 21322 18686 652 1984 CLIENT/PROGRAM EXPENSES 10032 8791 307 934 OUTREACH EXPENSES 3440 3015 105 320 PROFESSIONAL DEVELOPMEN 2204 1932 67 205 MISCELLANEOUS 1999 1751 62 186 2115740 1820209 104474 191057 19218 31504 538618 503306 156521 144216 4716 7239 25075 28599 159904 114324 13407 45580 202942 214549 415309 322145 1375806 1297138 30557 42840 411531 320494 442088 363334 X 824933 884165 108785 49639 933718 933804 1375806 1297138 -11521 11607 0 X 0 1 X 1 0 X 1704686 1588809 1757055 1931462 1864877 8846889 1704686 1588809 1757055 1931462 1864877 8846889 171229 8675660 859 6383 24926 24540 34961 91669 8938558 1232387 0.97060 0.97270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 895887 3385864 -3214106 1067645 0 2910 2910 2910 2910 2910 2910 2910 2910 2910 2910 1.00000 0 0 159904 114324 45580 45580 RIGHT-OF-USE ASSET 314112 SECURITY DEPOSITS 8033 322145 LEASE LIABILITY 320494 320494 X 2115826 11607 11607 2104219 0 2104219 2115740 0 2115740 0 2115740 PART IV, LINE 1B: FOLLOWING THE GUIDELINES OF THE SOCIAL SECURITY ADMINISTRATION AND VETERANS ADMINISTRATION, THE MONEY MANAGEMENT PROGRAM SUPPORTS PRUDENT FINANCIAL DECISIONS AND SAFEGUARDS THE CLIENTS' MONTHLY BENEFITS. PROGRAM STAFF AND VOLUNTEERS USING A PERSON-CENTERED APPROACH ENSURES THE CLIENT'S BENEFITS ARE BEING USED TO ENSURE THEIR BASIC NEEDS ARE BEING MET. PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUNDS MAY BE EXPENDED TO SUPPORT FUTURE OPERATIONAL NEEDS. PART X, LINE 2: GUARDIANSHIP SERVICES, INC. IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. AS A NONPROFIT CORPORATION, GSI IS NOT LIABLE FOR FEDERAL INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN NOT CRITERION OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES OR ACCRUED IN THE STATEMENT OF FINANCIAL POSITION. GUARDIANSHIP SERVICES, INC.'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. TAX RETURNS ARE OPEN FOR AUDIT BY THESE AUTHORITIES FOR THREE YEARS FROM THE DUE DATE OF THE RETURN OF THE DATE ACTUALLY FILED. BOOT SCOOTIN & TARGET SHOOTIN 51585 36023 15562 6000 8692 975 16908 PAR-TEE ON THE GREEN 15430 9165 6265 2584 3681 744 67015 45188 21827 6000 11276 4656 17652 39584 -17757 X X X 0 0 0 0 0 0 0 0 0 LYN F SCOTT CEO 125136 0 0 0 0 0 0 0 40804 0 165940 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN BOARD MEETINGS. ANY ACTIONS TAKEN BETWEEN BOARD MEETINGS ARE REPORTED TO THE FULL BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE BOARD BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, EMPLOYEES, AND VOLUNTEERS ARE REQUIRED TO ADHERE TO THE CONFLICTS OF INTEREST POLICY. A DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE AT THE BOARD LEVEL. AFTER REVIEW AND INVESTIGATION OF A POTENTIAL CONFLICT, A DECISION IS MADE TO TAKE APPROPRIATE DISCIPLINARY AND/ OR CORRECTIVE ACTION. IN ADDITION, BACKGROUND CHECKS ARE COMPLETED PRIOR TO BOARD MEMBER DESIGNATION AND HIRING AN EMPLOYEE/VOLUNTEER. BACKGROUND CHECKS ARE PERFORMED ANNUALLY ON ALL BOARD MEMBERS, EMPLOYEES, AND VOLUNTEERS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF THE BOARD AND CHAIR OF THE HUMAN RESOURCES COMMITTEE, OR THE BOARD EXECUTIVE COMMITTEE AS A WHOLE CONDUCT THE EXECUTIVE DIRECTOR'S COMPENSATION REVIEW. COMPARABILITY DATA IS PROVIDED BY THE CHAIR OF THE HUMAN RESOURCE COMMITTEE. MINUTES ARE KEPT OF THESE MEETINGS. EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN 2024. SALARY RANGES FOR EACH POSITION ARE ESTABLISHED BY THE BOARD OF DIRECTORS, BASED ON RECOMMENDATIONS FROM THE EXECUTIVE DIRECTOR THROUGH THE HUMAN RESOURCE COMMITTEE AND THE EXECUTIVE COMMITTEE. INCREASE WITHIN THOSE RANGES MAY OCCUR WHEN AN EMPLOYEE IS GRANTED A MERIT INCREASE AT THE START OF A NEW FISCAL YEAR, OR AT THE BOARD'S DISCRETION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED UPON REQUEST.