FLORIDA STATE GUARDIANSHIP ASSOC (EIN 592486569) - 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

1984

Legal Domicile

Principal Officer

CARLOS MCDONALD

Phone

8007180207

Tax Period

2023-04-01 to 2024-03-31

FLORIDA STATE GUARDIANSHIP ASSOC, founded in 1984, is a small nonprofit in the Human Services sector that reported $372K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

TO HELP PROMOTE THE PROTECTION, DIGNITY AND VALUE OF INCAPACITATED PERSONS AND TO FURTHER THE PROFESSIONALISM OF GUARDIANSHIP.

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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 $73,157

Program Service Revenue $298,905

Investment Income $94

Other Revenue $0

TOTAL REVENUE $372,156

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $17,205

Program Expenses $224,691

Other Expenses $368,915

TOTAL EXPENSES $368,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$372,156	$277,797	+0.3%
Expenses	$368,915	$253,141	+0.5%
Net Income	$3,241	$24,656	-0.9%

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

500

Independent Members

500

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JETTA GETTY	TREASURER	N/A	Officer	$0	$0	$0
SARA FUENTES	SECRETARY	N/A	Officer	$0	$0	$0
CARLOS MCDONALD	PRESIDENT	N/A	Officer	$0	$0	$0
SEE ATTACHED LIST	DIRECTOR	N/A	Director	$0	$0	$0
PAM WIENER	VICE PRESIDE	N/A	Officer	$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
2024	$372,156	$368,915	$246,066	$3,241
2023	$277,797	$253,141	$228,711	$24,656
2022	$221,158	$203,365	$200,013	$17,793
2021	$199,948	$146,465	$177,477	$53,483
2020	$309,661	$287,962	$162,860	$21,699
2019	$277,513	$269,793	$160,658	$7,720

FLORIDA STATE GUARDIANSHIP ASSOC