Nonprofit · EIN 75-3033804
ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED
Tax-exempt · LONGWOOD, FL 32750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,177,066 | $3,308,908 | $868,158 | $9,121,951 | $2,095,616 | $7,026,335 |
| December 31, 2024 | 990 | $3,611,116 | $2,858,999 | $752,117 | $8,154,698 | $2,163,638 | $5,991,060 |
| December 31, 2023 | 990 | $2,734,843 | $2,325,844 | $408,999 | $5,362,535 | $242,487 | $5,120,048 |
| December 31, 2022 | 990 | $2,741,469 | $1,939,446 | $802,023 | $4,855,076 | $344,310 | $4,510,766 |
| December 31, 2021 | 990 | $3,446,146 | $1,909,904 | $1,536,242 | $4,268,197 | $335,425 | $3,932,772 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $300,521
- Program service revenue
- $3,651,434
- Investment income
- $204,907
- Net rental income
- $20,204
- Net gain from sales of assets
- $70,389
- Other revenue
- $20,204
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $172,249
- Other salaries and wages
- $1,249,993
- Salaries, compensation and benefits (total)
- $1,701,905
- Professional fundraising fees
- $0
- Legal fees
- $79,958
- Accounting fees
- $29,534
- Occupancy
- $106,529
- Travel
- $11,200
- Program services (functional)
- $2,824,238
- Management and general (functional)
- $484,670
Balance sheet and other
- Total assets, start of year
- $8,154,698
- Total assets, end of year
- $9,121,951
- Total liabilities, end of year
- $2,095,616
- Net assets, end of year
- $7,026,335
- Land, buildings and equipment
- $3,396,474
- Publicly traded securities
- $2,434,977
- Net assets without donor restrictions
- $7,026,335
- Gross unrelated business income
- $20,204
- Gross receipts
- $4,739,450
- Employees
- 28
- Year formed
- 2003
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICK BARTON | EXECUTIVE DI Key employee | 40 | $172,249 |
| CYNTHIA CHASE | TREASURER Trustee or director | 1 | $0 |
| ALICE DEXTER | PRESIDENT Trustee or director | 2 | $0 |
| TERRY LEWIS | MEMBER Trustee or director | 1 | $0 |
| BRENDA LYLE | MEMBER Trustee or director | 1 | $0 |
| SUSAN MARCH | MEMBER Trustee or director | 1 | $0 |
| DAVID PILCHER | MEMBER Trustee or director | 1 | $0 |
| LAURIE RENZI | SECRETARY Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICK BARTON | EXECUTIVE DI Key employee | 40 | $161,359 |
| CYNTHIA CHASE | TREASURER Trustee or director | 1 | $0 |
| ALICE DEXTER | PRESIDENT Trustee or director | 2 | $0 |
| TERRY LEWIS | MEMBER Trustee or director | 1 | $0 |
| BRENDA LYLE | MEMBER Trustee or director | 1 | $0 |
| SUSAN MARCH | MEMBER Trustee or director | 1 | $0 |
| DAVID PILCHER | MEMBER Trustee or director | 1 | $0 |
| LAURIE RENZI | SECRETARY Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICK BARTON | EXECUTIVE DI Key employee | 40 | $150,717 |
| CYNTHIA CHASE | TREASURER Trustee or director | 1 | $0 |
| ALICE DEXTER | PRESIDENT Trustee or director | 1 | $0 |
| TERRY LEWIS | MEMBER Trustee or director | 1 | $0 |
| BRENDA LYLE | MEMBER Trustee or director | 1 | $0 |
| SUSAN MARCH | MEMBER Trustee or director | 1 | $0 |
| DAVID PILCHER | MEMBER Trustee or director | 1 | $0 |
| LAURIE RENZI | SECRETARY Trustee or director | 1 | $0 |
990 for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA CHASE | TREASURER Trustee or director | 1 | $0 |
| ALICE DEXTER | PRESIDENT Trustee or director | 1 | $0 |
| TERRI LEWIS | MEMBER Trustee or director | 1 | $0 |
| DAVID PILCHER | MEMBER Trustee or director | 1 | $0 |
| LAURIE RENZI | SECRETARY Trustee or director | 1 | $0 |
990 for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA CHASE | TREASURER Trustee or director | 1 | $0 |
| ALICE DEXTER | PRESIDENT Trustee or director | 1 | $0 |
| TERRI LEWIS | MEMBER Trustee or director | 1 | $0 |
| DAVID PILCHER | MEMBER Trustee or director | 1 | $0 |
| LAURIE RENZI | SECRETARY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1024 FLORIDA CENTRAL PKWY, LONGWOOD, FL 32750-7579
- In care of
- % NICKOLAS O BARTON
- Principal officer (990 for 2025)
- ALICE DEXTER, 604 CHESNUT OAK CIRCLE, ALTAMONTE SPRINGS, FL 32701
- Signed the 990
- NICK BARTON, EXECUTIVE DIRECTOR
- Phone
- (407) 682-4111
- Website
- WWW.TRUSTAGED.ORG
- Return prepared by
- HMS CERTIFIED PUBLIC ACCOUNTANTS PA
Mission
PROVIDE ADMINISTRATION AND TRUSTEE SERVICES FOR POOLED SPECIAL NEEDS TRUSTS IN ACCORDANCE WITH OMNIBUS RECONCILIATION ACT OF 1993 US CODE 1496P(D)4(C).
Program accomplishments
- PROVIDE DIRECT FUNDING FOR PROFESSIONAL GUARDIANSHIP SERVICES FOR INDIGENT WARDS UNDER COURT ORDER IN FLORIDA. CREATE AND DISTRIBUTE RESOURCE LITERATURE FOR SENIOR AND DISABLED SERVICES THROUGHOUT FLORIDA FREE OF CHARGE TO VARIOUS ORGANIZATIONS AND AT MEETINGS THROUGHOUT THE STATE. PROVIDE TRAINING AND CEU'S TO GUARDIANS, CARE MANAGERS, RN'S AND CPA'S. HELP SENIOR AND DISABLED INDIVIDUALS WITH MEDICAID APPLICATIONS. CONTRIBUTE SUPPORT AND RESOURCES TO LOCAL NON-PROFITS THAT PROVIDE HELP AND SERVICES TO SENIOR AND/OR DISABLED INDIVIDUALS.Expenses $2,824,238 · revenue $3,651,434
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-3033804
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P01)
- Assets (IRS master file)
- $9,121,951
- Income (IRS master file)
- $4,739,450
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,177,066 | $3,308,908 | $9,121,951 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $3,611,116 | $2,858,999 | $8,154,698 | XML |
| 990 | December 2023 | $2,734,843 | $2,325,844 | $5,362,535 | XML |
| 990 | December 2022 | $2,741,469 | $1,939,446 | $4,855,076 | XML |
| 990 | December 2021 | $3,446,146 | $1,909,904 | $4,268,197 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-3033804).
Questions about ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED
- What is the EIN of ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED?
- The employer identification number (EIN) of ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED is 75-3033804.
- Is ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED?
- The 990 for the year ended December 31, 2025 names ALICE DEXTER.
- Who are the officers and directors of ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $172,249 (NICK BARTON, EXECUTIVE DI).
- How much revenue does ADVOCATES & GUARDIANS FOR THE ELDERY & DISABLED have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,177,066, expenses of $3,308,908 and total assets of $9,121,951 at year end.
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