CORPORATION OF GUARDIANSHIP (EIN 561316877) - 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

1979

Legal Domicile

Principal Officer

DORIAN P SYLVESTER

Phone

3362735389

Tax Period

2023-01-01 to 2023-12-31

CORPORATION OF GUARDIANSHIP, founded in 1979, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $969K left a modest 8% surplus.

Mission

CORPORATION OF GUARDIANSHIP IS A PRIVATE, NON-PROFIT ORGANIZATION PROVIDING FIDUCIARY SERVICES AND CARE MANAGEMENT TO VULNERABLE PERSONS BASED ON PERSON-CENTERED PRINCIPLES.

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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 $97,953

Program Service Revenue $960,314

Investment Income $0

Other Revenue $409

TOTAL REVENUE $1,058,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $744,026

Fundraising Expenses $26,475

Program Expenses $805,218

Other Expenses $225,102

TOTAL EXPENSES $969,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,058,676	$929,037	+0.1%
Expenses	$969,128	$1,043,611	-0.1%
Net Income	$89,548	$-114,574	-1.8%

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

N/A

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

$288,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE DANIEL	CHAIR	1.00	Director	$0	$0	$0
ALICIA C EDWARDS	VICE-CHAIR	1.00	Director	$0	$0	$0
MARGARET KANTLEHNER	FINANCIAL OFFICER FOR SPEC	1.00	Director	$0	$0	$0
MICHELLE SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
CHEWUNA PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
OZELLA BUNDY	DIRECTOR	1.00	Director	$0	$0	$0
ZACH MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER SNELLING	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN SNELLING	DIRECTOR	1.00	Director	$0	$0	$0
FRED SMITH	DIRECTOR	1.00	Director	$0	$0	$0
GINGER WALTON	DIRECTOR	1.00	Director	$0	$0	$0
ERIN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DORIAN SYLVESTER	PRESIDENT	40.00	Officer	$105,000	$0	$105,000
HANNAH VAUGHAN	VICE-PRESIDENT	40.00	Officer	$115,000	$0	$115,000
SONYA TOMLINSON	TREASURER/SECRETARY	40.00	Officer	$68,125	$0	$68,125

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	$1,058,676	$969,128	$158,115	$89,548
2022	$929,037	$1,043,611	$68,567	$-114,574
2022	$929,037	$1,043,611	$68,567	$-114,574
2021	$793,122	$760,206	$183,194	$32,916
2020	$779,153	$693,727	$150,225	$85,426
2019	$599,476	$627,497	$67,783	$-28,021
2018	$501,415	$600,042	$95,174	$-98,627

CORPORATION OF GUARDIANSHIP