GUARDIANSHIP PROGRAM OF DADE COUNTY INC (EIN 592124958) - 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

1981

Legal Domicile

Principal Officer

MARICELA JIMENEZ

Phone

3055927642

Tax Period

2023-10-01 to 2024-09-30

GUARDIANSHIP PROGRAM OF DADE COUNTY INC, founded in 1981, is a community nonprofit that reported $6.6M in total revenue in fiscal year 2023. Expenses of $5.9M left a modest 10% surplus.

Mission

TO PROVIE GUARDIANSHIP SERVICES TO INCAPACITATED ADULTS OF LIMITED FINANCIAL MEANS IN A CARING, COMPETENT, RESPECTFUL MANOR.

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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 $5,791,072

Program Service Revenue $473,153

Investment Income $295,733

Other Revenue $34,419

TOTAL REVENUE $6,594,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,600,385

Fundraising Expenses $169,011

Program Expenses $5,329,527

Other Expenses $1,324,623

TOTAL EXPENSES $5,925,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,594,377	$6,423,798	+0.0%
Expenses	$5,925,008	$5,455,230	+0.1%
Net Income	$669,369	$968,568	-0.3%

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

$260,940

Total Directors

$380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL AXMAN ESQ	TREASURER	2.00	Officer Director	$0	$0	$0
ROSA ROMERO ESQ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SERGIO L MENDEZ ESQ	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY JO LAMONT	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID MANGIERO	PRESIDENT	4.00	Officer Director	$380	$0	$380
HAYDEE OROZCO	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLES VILAR	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF BRODEUR	CFO	40.00	Officer	$142,534	$0	$142,534
CAREN LESSER	DIR OF LEGAL	40.00	Officer	$118,026	$0	$118,026
MARICELA JIMENEZ-RIVERO	EXECUTIVE DIRECTOR-INT	40.00	Highest	$148,244	$0	$148,244
CARLOS MCDONALD	EXECUTIVE DIRECTOR-EXTERNAL AFFAIRS	40.00	Highest	$116,258	$0	$116,258

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
2025	No data	No data	No data	No data
2024	$6,594,377	$5,925,008	$11,879,459	$669,369
2023	$6,423,798	$5,455,230	$8,614,442	$968,568
2022	$6,443,366	$5,073,664	$7,621,945	$1,369,702
2021	$6,337,030	$4,747,469	$6,239,142	$1,589,561
2020	$5,298,001	$4,734,028	$4,710,637	$563,973
2019	$4,679,950	$4,293,838	$4,052,937	$386,112
2018	$4,213,447	$4,140,813	$3,722,058	$72,634

GUARDIANSHIP PROGRAM OF DADE COUNTY INC