GUARDIANSHIP CORP (EIN 831971452) - 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

2018

Principal Officer

ROBERT HEPPENHEIMER

Phone

6317579035

Tax Period

2023-10-01 to 2024-09-30

GUARDIANSHIP CORP, founded in 2018, is a small nonprofit in the Public & Societal Benefit sector that reported $262K in total revenue in fiscal year 2023. Expenses of $324K exceeded revenue, resulting in a 24% operating deficit.

Mission

OUR MISSION IS TO PROVIDE HIGH QUALITY, COST EFFECTIVEAND ETHICAL SERVICES IN THE PERFORMANCE OF OUR DUTIES AS COURTAPPOINTED GUARDIANS FOR THE INDIGENT OF SUFFLOK COUNTY.

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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 $257,158

Program Service Revenue $4,540

Investment Income $0

Other Revenue $0

TOTAL REVENUE $261,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $285,891

Fundraising Expenses $0

Program Expenses $268,336

Other Expenses $38,538

TOTAL EXPENSES $324,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,698	N/A	N/A
Expenses	$324,429	N/A	N/A
Net Income	$-62,731	N/A	N/A

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

N/A

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

$135,000

Total Directors

$135,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT HEPPENHEIMER	President	40.00	Officer Director	$135,000	$0	$135,000
PEGI ORSINO	Director	2.00	Director	$0	$0	$0
DENISE SNOW	Director	2.00	Director	$0	$0	$0
DR MARIA CARNE	Director	1.00	Director	$0	$0	$0
THOMAS MALIGNO	Director	1.00	Director	$0	$0	$0
ALI MAZIR	Director	1.00	Director	$0	$0	$0
ANTHONY GARCIA	Director	1.00	Director	$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	$261,698	$324,429	$58,646	$-62,731
2019	$210,561	$197,595	$28,362	$12,966

GUARDIANSHIP CORP