COMBINED GUARDIANS INC

EIN: 814565742 501(c)(3)

Combined Locks, WI

Total Revenue
$334,647
Total Expenses
$244,548
Total Assets
$158,321
Net Assets
$153,019
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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
2016
Legal Domicile
WI
Principal Officer
PEGGY MAYNARD
Phone
9204289221
Tax Period
2024-01-01 to 2024-12-31

COMBINED GUARDIANS INC, founded in 2016, is a small nonprofit that reported $335K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 27% operating margin.

Mission

Guardianship services for individuals

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $332,818
Investment Income $0
Other Revenue $1,829
TOTAL REVENUE $334,647

Expense Breakdown

Grants Paid $0
Salaries & Benefits $197,197
Fundraising Expenses $0
Program Expenses $244,548
Other Expenses $47,351
TOTAL EXPENSES $244,548

Year-over-Year Comparison

2024 2023 Change
Revenue $334,647 $272,558 +0.2%
Expenses $244,548 $235,743 +0.0%
Net Income $90,099 $36,815 +1.4%
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
2
Independent Members
2
Employees
2
Volunteers
4

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
$184,194
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Peggy Maynard President/Treasurer 40.00
Officer
$62,021 $0 $62,021
Autumn Grimm Vice President/Secretary 40.00
Officer
$122,173 $0 $122,173
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
2024 $334,647 $244,548 $158,321 $90,099
2023 $272,558 $235,743 $94,380 $36,815
2022 $226,025 $189,735 $58,303 $36,290
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