NATIONAL GUARDIANSHIP ASSOCIATION

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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

1987

Legal Domicile

Principal Officer

HEATHER CONNORS

Tax Period

2023-01-01 to 2023-12-31

NATIONAL GUARDIANSHIP ASSOCIATION, founded in 1987, is a small nonprofit that reported $718K in total revenue in fiscal year 2023. Expenses of $642K left a modest 11% surplus.

Mission

To advance the nationally recognized standard of excellence in guardianship.

Program Service Accomplishments

Program 1

Expenses: $295,819

EDUCATION: SPONSORED ANNUAL NATIONAL CONFERENCE ON GUARDIANSHIP HELD IN OCTOBER IN ORLANDO, FLORIDA WITH 556 TOTAL ATTENDEES - OPEN TO MEMBERS AND NON-MEMBERS. SPONSORED REVIEW COURSE WEBINAR SERIES VIRTUALLY FOR THOSE PREPARING FOR CERTIFICATION. SOLD 126 COPIES OF NCG STUDY GUIDE. OFFERED 4 WEBINARS FOR MEMBERS AND NON-MEMBERS. CONTINUED TO OFFER 30 WEBSITE SELF-STUDY COURSES FOR NATIONAL CERTIFICATION WITH 190 MEMBERS AND NON-MEMBERS PARTICIPATING.

Program 2

Expenses: $169,719

ALL OTHER MANAGEMENT AND ADMINISTRATIVE WORK FOR ORGANIZATION ACCOMPLISHMENTS, INCLUDING: CONTINUALLY UPDATING MEMBERSHIP DIRECTORY, MONITORING THE SUCCESS OF COMPLIMENTARY TRIAL MEMBERSHIPS TO...

ALL OTHER MANAGEMENT AND ADMINISTRATIVE WORK FOR ORGANIZATION ACCOMPLISHMENTS, INCLUDING: CONTINUALLY UPDATING MEMBERSHIP DIRECTORY, MONITORING THE SUCCESS OF COMPLIMENTARY TRIAL MEMBERSHIPS TO RECENTLY CERTIFIED GUARDIANS AND ENCOURAGED THEIR CONTINUED MEMBERSHIP THE FOLLOWING YEAR WITH 10% RENEWAL, AND THE SALE OF 33 PUBLICATIONS OF VARIOUS TITLES ON GUARDIANSHIP ISSUES TO MEMBERS AND NON-MEMBERS.

Program 3

Expenses: $440

CONTINUED WORKING WITH AMERICAN BAR ASSOCIATION TO PUBLISH THE FUNDAMENTALS OF GUARDIANSHIP. WEBINAR SERIES ON FUNDAMENTALS OFFERED. CONTINUED LIAISON ACTIVITIES WITH NATIONAL GUARDIANSHIP NETWORK...

CONTINUED WORKING WITH AMERICAN BAR ASSOCIATION TO PUBLISH THE FUNDAMENTALS OF GUARDIANSHIP. WEBINAR SERIES ON FUNDAMENTALS OFFERED. CONTINUED LIAISON ACTIVITIES WITH NATIONAL GUARDIANSHIP NETWORK, WITH TWO VOLUNTEER REPRESENTATIVES. CONTINUED MARKETING PLAN FOR VISIBILITY AT RELATED ORGANIZATIONS CONFERENCES THROUGH EXHIBITING AND PROVIDING SPEAKERS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $195,462

Program Service Revenue $494,175

Investment Income $27,411

Other Revenue $474

TOTAL REVENUE $717,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $465,978

Other Expenses $641,518

TOTAL EXPENSES $641,518

Year-over-Year Comparison

	2023	2022	Change
Revenue	$717,522	$683,664	+0.0%
Expenses	$641,518	$682,969	-0.1%
Net Income	$76,004	$695	+108.4%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRIS SANTISO	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SEIDEMAN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC OCONNOR	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE POSS	DIRECTOR	1.00	Director	$0	$0	$0
LISA WAWRZONEK	DIRECTOR	1.00	Director	$0	$0	$0
JOAN KRECHMER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL STENGLE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STRACHMAN	DIRECTOR	1.00	Director	$0	$0	$0
GALE KIRK	DIRECTOR	1.00	Director	$0	$0	$0
WANDA BEVINGTON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN DIGH ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN DONNELLY	DIRECTOR	1.00	Director	$0	$0	$0
AMY WILLOUGHBY BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON BUTLER	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
HEATHER CONNORS	PRESIDENT	1.00	Officer	$0	$0	$0
ANTHONY PALMIERI	PAST-PRESIDENT	1.00	Officer	$0	$0	$0
CARLETON COLEMAN	SECRETARY TREASURER	1.00	Officer	$0	$0	$0
ATLAS MANAGEMENT RESOURCES	MANAGEMENT COMPANY	79.00	Key Emp	$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
2024	No data	No data	No data	No data
2023	$717,522	$641,518	$980,402	$76,004
2022	$683,664	$682,969	$781,356	$695
2021	$539,694	$487,526	$866,843	$52,168
2020	$436,476	$312,254	$772,546	$124,222
2019	$524,997	$478,614	$612,624	$46,383
2018	$517,919	$458,045	$531,600	$59,874