GUARDIANSHIP SERVICES INC

EIN: 752739419 501(c)(3) Human Services

FORT WORTH, TX

Total Revenue
$2,132,358
Total Expenses
$2,171,149
Total Assets
$1,375,806
Net Assets
$933,718
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
TX
Principal Officer
LYN SCOTT
Phone
8179210499
Tax Period
2023-10-01 to 2024-09-30

GUARDIANSHIP SERVICES INC, founded in 1997, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2023.

Mission

GUARDIANSHIP SERVICES, INC. (GSI) ANSWERS THE CALL TO PROTECT TARRANT COUNTY'S VULNERABLE ADULTS FROM ABUSE, NEGLECT AND EXPLOITATION WITH SERVICES RANGING FROM GUARDIANSHIP TO MONEY MANAGEMENT, VICTIM ADVOCACY AND FINANCIAL LITERACY EDUCATION.

Program Service Accomplishments

Program 1
Expenses: $1,126,256 Revenue: $31,366

GUARDIANSHIP SERVICES, INC. (GSI) PROVIDES REPRESENTATIVE PAYEE SERVICES AS WELL AS MONEY MANAGEMENT SERVICES WHICH TEACH PERSONS WITH COGNITIVE DEFICITS TO BECOME MORE INDEPENDENT. THESE...

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GUARDIANSHIP SERVICES, INC. (GSI) PROVIDES REPRESENTATIVE PAYEE SERVICES AS WELL AS MONEY MANAGEMENT SERVICES WHICH TEACH PERSONS WITH COGNITIVE DEFICITS TO BECOME MORE INDEPENDENT. THESE ALTERNATIVES FREQUENTLY DELAY OR PREVENT THE ESTABLISHMENT OF A GUARDIANSHIP. THEY ARE ALSO HIGHLY EFFECTIVE AT PREVENTING FINANCIAL EXPLOITATION. THESE VOLUNTARY SERVICES ARE LESS RESTRICTIVE ALTERNATIVES TO GUARDIANSHIP AND INCLUDE BILL PAYER SERVICES WHICH HELP AT-RISK CLIENTS CREATE AND FOLLOW A BUDGET, ORGANIZE AND PAY BILLS AS WELL AS REPRESENTATIVE PAYEE SERVICES WHICH PROVIDE A HIGHER LEVEL OF INCOME MANAGEMENT AND SECURITY TO AT-RISK ADULTS RECEIVING SOCIAL SECURITY, SUPPLEMENTAL SECURITY INCOME OR VETERANS AFFAIRS BENEFITS. INCLUDED IN THE MONEY MANAGEMENT PROGRAM IS THE FINANCIAL EXPLOITATION PREVENTION CENTER, CREATING A UNIFIED NETWORK OF PARTNERS COMMITTED TO THE PREVENTION, PROTECTION, AND PROSECUTION OF FINANCIAL EXPLOITATION OF AGING AND/OR DISABLED ADULTS IN TARRANT COUNTY. THE FEPC UNITES GSI WITH THE TARRANT COUNTY DISTRICT ATTORNEY, ADULT PROTECTIVE SERVICES, AND MORE THAN 10 SOCIAL SERVICE PARTNERS. GSI COORDINATES SERVICES OF PARTICIPATING AGENCIES, ALL DEDICATED TO THE PREVENTION AND PROSECUTION OF FRAUD OR FINANCIAL EXPLOITATION OF VULNERABLE ADULTS THROUGH PUBLIC EDUCATION, VICTIM ADVOCACY AND MORE. THE CENTER AND PARTNER AGENCIES HAVE HELPED VICTIMS REGAIN MORE THAN $3 MILLION IN RESTITUTION TO DATE. ADDITIONAL MONEY MANAGEMENT INITIATIVES INCLUDE E3: EDUCATE, ENGAGE, ENROLL, TO STEM THE RISING TIDE OF SENIOR POVERTY BY EXPANDING ENROLLMENT IN MEDICARE SAVINGS PROGRAMS.

Program 2
Expenses: $772,419 Revenue: $161,250

GSI SERVES AS GUARDIAN OF LAST RESORT AND IS CALLED UPON BY TARRANT COUNTY PROBATE COURTS WHEN NO TRUSTED RELATIVE OR FRIEND IS AVAILABLE. IT PROVIDES COMPASSIONATE CARE BY TEXAS CERTIFIED GUARDIANS...

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GSI SERVES AS GUARDIAN OF LAST RESORT AND IS CALLED UPON BY TARRANT COUNTY PROBATE COURTS WHEN NO TRUSTED RELATIVE OR FRIEND IS AVAILABLE. IT PROVIDES COMPASSIONATE CARE BY TEXAS CERTIFIED GUARDIANS TO ADULTS LIVING WITH COGNITIVE, INTELLECTUAL OR DEVELOPMENTAL DISABILITIES. IN TARRANT COUNTY, CONCERNED INDIVIDUALS CAN REFER WARDS DIRECTLY TO THE COURT, RATHER THAN HAVING TO HIRE AN ATTORNEY. GUARDIANS ARE CERTIFIED BY THE JUDICIAL BRANCH CERTIFICATION COMMISSION AND ADHERE TO STANDARDS CREATED BY THE BOARD.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,931,462
Program Service Revenue $192,616
Investment Income $24,540
Other Revenue $-16,260
TOTAL REVENUE $2,132,358

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,776,950
Fundraising Expenses $165,500
Program Expenses $1,898,675
Other Expenses $394,199
TOTAL EXPENSES $2,171,149

Year-over-Year Comparison

2023 2022 Change
Revenue $2,132,358 $1,982,747 +0.1%
Expenses $2,171,149 $2,037,432 +0.1%
Net Income $-38,791 $-54,685 -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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Governance

Voting Members
16
Independent Members
16
Employees
27
Volunteers
27

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
6
$253,335
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SANJAY PAMURTHY PRESIDENT 1.00
Officer Director
$0 $0 $0
BRITTANY ALLEN-BRANTLEY VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
BRETT JOHNSTON TREASURER 1.00
Officer Director
$0 $0 $0
TRACI BRASS SECRETARY 1.00
Officer Director
$0 $0 $0
MARTIN A BROWN DIRECTOR 0.50
Director
$0 $0 $0
DAVID KATTEN DIRECTOR 0.50
Director
$0 $0 $0
ROBERT L LOUDERMILK DIRECTOR 0.50
Director
$0 $0 $0
JEREMY LUKE DIRECTOR 0.50
Director
$0 $0 $0
NIRAV PATEL DIRECTOR 0.50
Director
$0 $0 $0
JULIE SLADEK DIRECTOR 0.50
Director
$0 $0 $0
ANGELA THOMAS DIRECTOR 0.50
Director
$0 $0 $0
DANA ZACHRY DIRECTOR 0.50
Director
$0 $0 $0
WARDAH IQBAL DIRECTOR 0.50
Director
$0 $0 $0
JOHN SANDS DIRECTOR 0.50
Director
$0 $0 $0
ZELIA BAUGH DIRECTOR 0.50
Director
$0 $0 $0
CHRIS KATRI DIRECTOR 0.50
Director
$0 $0 $0
LYN F SCOTT CEO 40.00
Officer
$127,535 $28,804 $156,339
DAVID BARNES DIRECTOR OF ACCOUNTING & ADMIN. 40.00
Officer
$84,315 $12,681 $96,996
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 $2,132,358 $2,171,149 $1,375,806 $-38,791
2023 $1,982,747 $2,037,432 $978,055 $-54,685
2022 $1,814,883 $1,821,220 $1,008,419 $-6,337
2021 $1,970,618 $1,817,401 $1,075,379 $153,217
2020 $1,767,226 $1,681,884 $1,179,000 $85,342
2019 $1,741,936 $1,675,267 $845,233 $66,669
2018 $1,423,519 $1,448,908 $785,693 $-25,389
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