2024-11-14T11:47:08-05:00 2023-12-31 391837186 LAWRENCE NELSON & ASSOCIATES LTD 315 E SOUTH STREET RICE LAKE WI 54868 990 2023-01-01 452755025 TWIN PORTS GUARDIANSHIP & PAYEE SERVICES INC TWIN 69 N 28TH STREET PO BOX 605 STE 13 SUPERIOR WI 54880 JANIS K CUMMINGS DIRECTOR 7153923137 2024-11-14 true true JUSTIN VIRKUS EA P01789671 7152367938 2024-11-14 2023 2024-10-15 13:58:12Z JANIS K CUMMINGS 3201 BAXTER AVE SUPERIOR WI 54880 539771 false X WWW.TWINPORTSGUARDIANPAYEE.ORG X 2011 WI TO PROVIDE CORPORATE GUARDIANSHIP SERVICES TO THE ELDERLY, DISABLED, AND MENTALLY INCOMPETENT INDIVIDUALS PURSUANT TO WIS. STAT. 880.35 AS AMENDED; PROVIDE REPRESENTATIVE PAYEE SERVICES TO THE ELDERLY, DISABLED, AND MENTALLY INCOMPETENT INDIVIDUALS; PROVIDE FINANCIAL MANAGEMENT A 4 0 14 0 0 0 590817 539771 0 0 590817 539771 0 0 387084 377071 0 0 91318 136441 478402 513512 112415 26259 145759 170984 4048 4700 141711 166284 TO PROVIDE CORPORATE GUARDIANSHIP SERVICES TO THE ELDERLY, DISABLED, AND MENTALLY INCOMPETENT INDIVIDUALS PURSUANT TO WIS. STAT. 880.35 AS AMENDED; PROVIDE REPRESENTATIVE PAYEE SERVICES TO THE ELDERLY, DISABLED, AND MENTALLY INCOMPETENT INDIVIDUALS; PROVIDE FINANCIAL MANAGEMENT A false false 513512 PROVIDE CORPORATE GUARDIANSHIP SERVICES TO THE ELDERLY, DISABLED, AND MENTALLY INCOMPETENT INDIVIDUALS PURSUANT TO WIS. STAT. 880.35 AS AMENDED; PROVIDE REPRESENTATIVE PAYEE SERVICES TO THE ELDERLY, DISABLED, AND MAINTALLY INCOMPETENT INDIVIDUALS, PROVIDE FINANCIAL MANAGEMENT AND EDUCATION REGARDING BUDGETING AND THE HANDLING OF PERSONAL SPENDING MONEY TO THE ELDERLY, DISABLED, AND MENTALLY INCOMPETENT INDIVIDUALS. THERE WERE NUMEROUS CLIENTS BENEFITTING FROM THESE SERVICES, AT ANY TIME BETWEEN FOUR HUNDRED TO FOUR HUNDRED SEVENTY-FIVE CLIENTS. 513512 true false false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 14 true false false false false false false false false X 4 0 false false false false false false false true true false false true true true true true true false false false X X JANIS K CUMMINGS 7153923137 3201 BAXTER AVE SUPERIOR WI 54880 X MARY E GRANDSTROM TREASURER 1.00 0.00 X 0 0 0 KATHLEEN M LUND SECRETARY 1.00 0.00 X 0 0 0 JANIS K CUMMINGS PRESIDENT 40.00 0.00 X 0 0 0 JACQUELIN A CLEMMER VICE PRESIDENT 1.00 0.00 X 0 0 0 0 0 0 0 false false false CLIENT FEES INCOME 812900 539771 539771 539771 539771 539771 0 0 44554 44554 300430 300430 4667 4667 27420 27420 965 965 4670 4670 5080 5080 8608 8608 25551 25551 26480 26480 520 520 8694 8694 TELEPHONE EXPENSE 5755 5755 BANK FEES 1029 1029 BOOKS SUBSCRIPTIONS REFERE 4893 4893 CAPITAL ONE CREDIT CARD 1760 1760 42436 42436 513512 513512 0 0 137062 164525 160 128 3289 1603 307 307 12482 8061 4941 4421 145759 170984 4048 4700 4048 4700 X 141711 166284 141711 166284 145759 170984 X 26259 -1686 X false false false X 409566 436670 425499 590817 539771 2402323 409566 436670 425499 590817 539771 2402323 2402323 409566 436670 425499 590817 539771 2402323 1.00000 1.00000 0.00000 0.00000 X 12482 8061 4421 4421 FICA PAYABLE 2713 SUTA PAYABLE 71 WI WITHHOLDING PAYABLE 1916 4700 Form 990 governing body review Part VI line 11 FORM 990 WAS PREPARED BY THE ACCOUNTING FIRM. REVIEW OF FORM 990 WAS COMPLETED BY THE FOUR OFFICERS; JAN CUMMINGS (PRESIDENT), JACQUIE CLEMMER (VICE PRESIDENT), MARY GRANDSTROM (TREASURER), AND KATHY LUND (SECRETARY). Conflict of interest policy compliance Part VI line 12c THE CONFLICT OF INTEREST POLICY HAS BEEN REVEIEWED, APPROVED, AND ADOPTED BY THE BOARD OF DIRECTORS AND MEMORIALIZED IN THE BOARD MINUTES. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATE POWERS ANNUALLY RECEIVES AND SIGNS THE CONFLICT OF INTEREST POLICY. THIS INCLUDES RECEIVING A COPY OF THE CONFLICT OF INTEREST POLICY, READING AND UNDERSTANDING THE POLICY, AGREEING TO COMPLY WITH THE POLICY AND RECOGNIZING/UNDERSTANDING THAT TWIN PORTS GUARDIANSHIP & PAYEE SERVICES, INC. IS A CHARITABLE ORGANIZATION. IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, ALL OF THE REQUIREMENTS ARE MET. Form 990 availability to public Part VI line 18 THE THREE MOST RECENT FORM 990S AND FORM 1023 ARE AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST AND WITHOUT CHARGE, AT THE PRINCIPAL PLACE OF BUSINESS DURING REGULAR BUSINESS HOURS. IN ADDITION, THE ORGANIZATION WILL PROVIDE COPIES OF THE THREE MOST RECENT FORM 990S AND FORM 1023 UPON REQUEST WITH THE PREPAYMENT OF COPY FEES (NOT TO EXCEED CURRENT IRS FEES PER PAGE) AND ANY ACTUAL POSTAGE COSTS. Governing documents etc available to public Part VI line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANICAL STATEMENTS ARE AVAILABLE UPON REQUEST. Explanation of other changes in net assets or fund balances Part XI line 9 ACCRUAL TO CASH BEGINNING A/R: $3,289ACCRUAL TO CASH ENDING A/R: $1,603TOTAL: -$1,686