2017-11-15T15:17:32-06:00 2016-12-31 043602740 BERKMAN JORGENSEN MASTERS & STAFMAN LLC 1620 NILES CORTLAND ROAD NE STE B WARREN OH 44484 990 2016-01-01 202115144 GUARDIANSHIP & PROTECTIVE SERVICES INC GUAR 3302990267 1371 CHURCH ST MINERAL RIDGE OH 444409532 JOSHUA GARRIS EXECUTIVE DIRECTOR 3302990267 2017-11-15 1 H SCOTT MASTERS P00188770 3303992727 75.185.156.41 2017-11-15 09:06:17 ES P 7947D6673E93C25E4D0986990A37E67CBF1F1FD0 04942ABC82272AFE3351F286FE3AD6D134169513 2016 2017-02-10 21:41:12Z JOSHUA GARRIS 1371 CHURCH ST MINERAL RIDGE OH 444409532 311159 0 X WWW.OHIOGUARDIANSHIP.ORG X 2005 OH TO PROVIDE GUARDIANSHIP AND PROTECTIVE SERVICES TO ADULT WARDS BY ASSISTING GUARDIANS AND ACTING AS GUARDIAN WHEN PERMITTED BY LAW. 3 3 4 0 0 0 0 200 264947 310878 135 81 0 0 265082 311159 0 0 0 0 211509 189366 0 0 0 159293 176308 370802 365674 -105720 -54515 238660 175545 42121 33521 196539 142024 TO PROVIDE GUARDIANSHIP AND PROTECTIVE SERVICES TO ADULT WARDS BY ASSISTING GUARDIANS AND ACTING AS GUARDIAN WHEN PERMITTED BY LAW. 0 0 291118 310878 PROVIDED GUARDIANSHIP AND PROTECTIVE SERVICES TO APPROXIMATELY 130 ADULT WARDS BY ASSISTING GUARDIANS AND ACTING AS GUARDIAN WHEN PERMITTED BY LAW. ASSESS INDIVIDUALS FOR POSSIBLE GUARDIANSHIP. RECEIVED AND MAINTAINED PERSONAL OR REAL PROPERTY, OR BOTH, OF WARDS, TO USE AND APPLY THE INCOME AND PRINCIPAL EXCLUSIVELY FOR THIS CHARITABLE PURPOSE. 291118 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 OH X JOSHUA M GARRIS 3302990267 1371 CHURCH ST MINERAL RIDGE OH 444409532 JOSHUA M GARRIS EXECUTIVE DIRECTOR 40.00 X 30324 0 11856 DON A BISHOP DIRECTOR 0.00 X 0 0 0 KAY M LEONHART DIRECTOR 0.00 X 0 0 0 MICHAEL W HANSHAW DIRECTOR 0.00 X 0 0 0 30324 0 11856 0 0 0 0 0 200 200 GUARDIANSHIP SERVICES 624100 310878 310878 310878 81 81 311159 310878 0 81 30324 30324 109155 93468 15687 4147 2766 1381 34962 18858 16104 10778 7218 3560 120991 120991 7500 7500 4126 4126 3243 3243 14350 14350 8015 8015 6618 6618 2206 2206 REPAIRS & MAINTENANCE 4912 4912 SUPPLIES 1349 1349 OTHER EXPENSES 1327 1327 LICENSES AND FEES 1260 1260 411 411 365674 291118 74556 0 41271 40008 126064 16658 39874 83708 0 8943 63474 47779 20918 15695 10533 10533 238660 175545 42121 33521 42121 33521 X 196539 142024 196539 142024 238660 175545 -54515 0 X X 0 1 X 1 0 X 2335 764 200 200 3499 449220 334912 281321 264947 310878 1641278 451555 335676 281521 264947 311078 1644777 0 0 0 1644777 11 18 88 135 81 333 11 18 88 135 81 333 451566 335694 281609 265082 311159 1645110 0.99980 0.99990 0.00020 0.00010 X 61409 45714 15695 2065 2065 0 15695 WORK IN PROGRESS 10533 10533 X 311159 0 311159 0 311159 365674 0 365674 0 365674 PART X, LINE 2: THE COMPANY RECOGNIZES THE EFFECTS OF TAX POSITIONS, INCLUDING THE POSITION THAT THE COMPANY IS EXEMPT FROM INCOME TAXES AND IS NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE COMPANY'S MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN IN FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE STATE OF OHIO FOR TAX YEARS STILL OPEN UNDER THE STATUTE OF LIMITATIONS, AND BELIEVES THAT THE COMPANY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ACCORDINGLY, THE COMPANY HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2016. THE COMPANY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE COMPANY IS NO LONGER SUBJECT TO EXAMINATIONS OF ITS TAX RETURNS FOR FISCAL YEARS ENDING ON OR BEFORE DECEMBER 31, 2013. THE COMPANY'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. X 0 0 0 0 0 0 0 1 0 JOSHUA M GARRIS EXECUTIVE DIRECTOR 30324 0 0 0 0 0 0 0 11856 0 42180 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR PROVIDES MANAGERIAL AND ADMINISTRATIVE SERVICES TO THE ORGANIZATION. NONTAXABLE BENEFITS REPRESENT HEALTH INSURANCE PREMIUMS PAID ON BEHALF OF THE EXECUTIVE DIRECTOR BY THE ORGANIZATION. JOSHUA M GARRIS EXECUTIVE DIRECTOR 120991 LEGAL SERVICES WERE PROVIDED TO THE ORGANIZATION BY JOSHUA M. GARRIS LTD, AN ENTITY SOLELY OWNED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR. 0 JOSHUA M GARRIS EXECUTIVE DIRECTOR 4900 RENT WAS PAID TO MINERAL RIDGE LAND COMPANY, LLC FOR THE USE OF OFFICE SPACE. THE COMPANY IS OWNED BY THE SPOUSE OF THE EXECUTIVE DIRECTOR. 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING THE ANNUAL FORM 990, THE EXECUTIVE DIRECTOR MEETS WITH THE BOARD OF DIRECTORS TO DISCUSS THE INFORMATION CONTAINED IN THE FORM 990. THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE ONLY AFTER APPROVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023, APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S OFFICE IS ACCESSIBLE TO THE PUBLIC, AND THE EXECUTIVE DIRECTOR OF THE ORGANIZATION HAS BEEN INSTRUCTED TO MAKE COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE MOST CURRENT AUDITED FINANCIAL STATEMENTS AVAILABLE TO ANY MEMBER OF THE PUBLIC WHO REQUESTS TO SEE ANY OF THESE DOCUMENTS. FORM 990, PAGE 12, PART XII, LINE 2C IN 2016, AS IN PREVIOUS YEARS, THE ORGANIZATION'S BOARD OF DIRECTORS SERVED AS THE COMMITTEE CHARGED WITH THE DUTY OF SELECTING THE INDEPENDENT AUDITORS, AS WELL AS MEETING WITH THE AUDITORS TO DISCUSS THE RESULTS OF THE AUDIT AND ACCEPT RESPONSIBILITY FOR THE FINANCIAL STATEMENTS.