GUARDIAN COMMUNITY TRUST INC (EIN 464456663) - Form 990 Financial Analysis & Trantor Score

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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

2014

Legal Domicile

Principal Officer

PETER M MACY

Phone

9787753500

Tax Period

2022-01-01 to 2022-12-31

GUARDIAN COMMUNITY TRUST INC, founded in 2014, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. Expenses of $3.7M left a modest 7% surplus.

Mission

TO SUPPORT QUALITY OF LIFE FOR VULNERABLE ELDERLY AND DISABLED PERSONS IN MASSACHUSETTS

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,935,357

Program Service Revenue $1,788,699

Investment Income $131,457

Other Revenue $133,234

TOTAL REVENUE $3,988,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,607,315

Fundraising Expenses $0

Program Expenses $3,185,831

Other Expenses $1,083,993

TOTAL EXPENSES $3,691,308

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,988,747	$4,374,198	-0.1%
Expenses	$3,691,308	$3,694,051	0.0%
Net Income	$297,439	$680,147	-0.6%

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

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

$649,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT ROBILLARD	PRESIDENT/DIRECTOR	5.00	Officer Director	$0	$0	$0
SORA J KIM	TREASURER/DIRECTOR	5.00	Officer Director	$0	$0	$0
KIMBERLY BUTLER RAINEN	CLERK/DIRECTOR	5.00	Officer Director	$0	$0	$0
JANE MURRAY	DIRECTOR	5.00	Director	$0	$0	$0
MARK AURIEMMA	DIRECTOR	5.00	Director	$0	$0	$0
PETER M MACY	EXECUTIVE DIRECTOR/OFFICER	55.00	Officer	$271,681	$10,915	$282,596
DANIELLE HOWARD	DIRECTOR OF TRUSTEE SERVIC	40.00	Officer	$156,863	$9,050	$165,913
JAMES P MURRAY	CHIEF FINANCIAL OFFICER	40.00	Officer	$173,771	$26,816	$200,587
HEATHER L CONNORS	EXECUTIVE DIRECTOR/CGE	40.00	Highest	$141,657	$24,864	$166,521
FREDERICK A HOVEY	EXECUTIVE DIRECTOR/PGS	40.00	Highest	$143,222	$2,083	$145,305
WYNN A GERHARD	JUDICIAL & FAM SUPP PRGRM	24.00	Highest	$121,655	$17,637	$139,292

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
2022	$3,988,747	$3,691,308	$9,874,694	$297,439
2021	$4,374,198	$3,694,051	$10,151,516	$680,147
2020	$5,383,888	$3,553,295	$9,481,938	$1,830,593

GUARDIAN COMMUNITY TRUST INC