Wisconsin Guardianship Services Inc

EIN: 383739476

Ellsworth, WI

Total Revenue
$2,880
Total Expenses
$2,880
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
WI
Principal Officer
Robert L Loberg
Phone
7152735072
Tax Period
2022-01-01 to 2022-12-31

Wisconsin Guardianship Services Inc, founded in 2006, is a micro nonprofit that reported $3K in total revenue in fiscal year 2022. Revenue decreased 14% compared to the prior year.

Mission

We provide Court appointed Guardianship services to wards without family or other previously designated persons to do so. The services rendered are volunteer based. We were asked to provide these services by Court.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,880
Investment Income $0
Other Revenue $0
TOTAL REVENUE $2,880

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $2,880
TOTAL EXPENSES $2,880

Year-over-Year Comparison

2022 2021 Change
Revenue $2,880 $3,360 -0.1%
Expenses $2,880 $3,360 -0.1%
Net Income $0 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert L Loberg President 003.00
Officer Director
$0 $0 $0
Spring A Loberg Secretary 010.00
Officer Director
$0 $0 $0
Lars H Loberg Director N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2022 $2,880 $2,880 No data No data
2021 $3,360 $3,360 No data No data
2020 $1,900 $1,900 No data No data
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