Kentucky Guardianship Assoc Inc

Nonprofit profile at a glance

EIN
261519500
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Lexington, KY, USA
Phone
8594947733
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Centers to Support the Independence of Specific Populations

Official website

Reported finances

Revenue
$124,843
Expenses
$102,310
Assets
$231,817
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • BILL C SCHULT (PRESIDENT)
  • MONA WILKERSON (VICE PRESIDENT)
  • NED SHEEHY (EXECUTIVE DIRECTOR)
  • ROBIN BOGGS (EXECUTIVE DIRECTOR)

People named in this filing

  • BILL C SCHULT (PRESIDENT)
  • MONA WILKERSON (VICE PRESIDENT)
  • SHELLY KAMEI (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Improve guardianship practices in ky

What it reported doing in 2025

Improve guardianship practices in Kentucky and connect professional and private guardians to trusted resources

Operating model

Revenue model
Earned-program. 82% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 82
  • Sustainability: 66
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.8%; rating input score 82
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 18%; rating input score 69; 69th percentile among comparable filings
  • Total-asset coverage ratio: 2.27; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 71.9%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: 72.6% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 14.2% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 2.5% per year; rating input score 100; 34th percentile among comparable filings

Details

  • Where the money goes: 81.8% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $102K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Officer compensation ratio scored 1/100.