EIN 38-2282034

Guardian Finance and Advocacy Services

IRS 501(c) type
501(c)(3)
Num. employees
49
Year formed
1966
Most recent tax filings
2023-09-01
NTEE code, primary
Description
Guardian Finance and Advocacy Service benefits the community by providing financial stewardship and advocacy services to people in need. They promote the optimum independence and economic self-sufficiency of those they serve. They provide Guardian, conservator, representative payee, power of attorney, trustee, personal representative, and money management services to those who cannot afford or properly obtain such assistance.
Also known as...
Calhoun County Guardian
Total revenues
$1,968,486
2023
Total expenses
$1,975,220
2023
Total assets
$13,235,165
2023
Num. employees
49
2023

Program areas at Guardian Finance and Advocacy Services

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).

Who funds Guardian Finance and Advocacy Services

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Kalamazoo Community FoundationIndividual & Families$25,000
Jim Gilmore JR FoundationCybersecurity$15,000
Miller FoundationBoard Grant$15,000
...and 6 more grants received

Personnel at Guardian Finance and Advocacy Services

NameTitleCompensation
Robert CopelandExecutive Director and Chief Executive Officer$98,308
Gene DillenbeckTreasurer$0
Mark CassinoPresident$0
David LucasSecretary$0
Laurie BrownSecretary / Board Member$0
...and 7 more key personnel

Financials for Guardian Finance and Advocacy Services

RevenuesFYE 09/2023
Total grants, contributions, etc.$84,059
Program services$1,870,906
Investment income and dividends$13,521
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,968,486

Form 990s for Guardian Finance and Advocacy Services

Fiscal year endingDate received by IRSFormPDF link
2023-092024-08-08990View PDF
2022-092023-08-11990View PDF
2021-092022-08-15990View PDF
2020-092021-08-16990View PDF
2019-092021-01-21990View PDF
...and 9 more Form 990s
Data update history
September 23, 2024
Used new vendors
Identified 2 new vendors, including , and
July 11, 2024
Received grants
Identified 1 new grant, including a grant for $5,000 from Dorothy U Dalton Foundation
May 19, 2024
Received grants
Identified 3 new grant, including a grant for $15,000 from Miller Foundation
December 28, 2023
Received grants
Identified 2 new grant, including a grant for $25,000 from Kalamazoo Community Foundation
September 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Crime and legal aid organizationsLegal service nonprofitsFamily service centersCharities
Issues
Human servicesCrime and lawLegal services
Characteristics
State / local levelTax deductible donationsAccepts online donations
General information
Address
693 Capital Ave SW Unit 3
Battle Creek, MI 49015
Metro area
Battle Creek, MI
County
Calhoun County, MI
Website URL
yourguardian.org/ 
Phone
(269) 963-3253
IRS details
EIN
38-2282034
Fiscal year end
September
Taxreturn type
Form 990
Year formed
1966
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
I80: Legal Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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