PROJECT GUARDIANSHIP INC (EIN 845004265) - 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

2020

Legal Domicile

Principal Officer

KIMBERLY GEORGE

Phone

3472961874

Tax Period

2024-01-01 to 2024-12-31

PROJECT GUARDIANSHIP INC, founded in 2020, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $4.7M left a modest 6% surplus.

Mission

TO PROVIDE PERSON-CENTERED CARE FOR OLDER ADULTS AND INDIVIDUALS LIVING WITH DISABILITIES AND MENTAL ILLNESS WHO NEED HELP MAKING DECISIONS. WE ALSO TRANSFORM THE SYSTEMS THAT SUPPORT THEM TO ENSURE SAFETY, PROMOTE INDEPENDENCE, PRESERVE DIGNITY, AND ADVANCE RACIAL AND SOCIAL JUSTICE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,801,843

Program Service Revenue $185,197

Investment Income $0

Other Revenue $8,310

TOTAL REVENUE $4,995,350

Expense Breakdown

Grants Paid $556,556

Salaries & Benefits $3,319,803

Fundraising Expenses $231,690

Program Expenses $4,060,471

Other Expenses $826,311

TOTAL EXPENSES $4,702,670

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,995,350	$3,847,574	+0.3%
Expenses	$4,702,670	$3,898,831	+0.2%
Net Income	$292,680	$-51,257	-6.7%

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

$423,492

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN MALIN	CHAIR	5.00	Officer Director	$0	$0	$0
DR VICTORIA STANHOPE	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MARJORIE CADOGAN	TREASURER	1.00	Officer Director	$0	$0	$0
JANE LEVINE	SECRETARY	1.00	Officer Director	$0	$0	$0
JUDY WILLIG	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN KEENAN	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES KING	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY M KLEMM	TRUSTEE	1.00	Director	$0	$0	$0
FRANZISKA LASKARIS	TRUSTEE	1.00	Director	$0	$0	$0
ELIZA WINANS ROSSMAN	TRUSTEE	1.00	Director	$0	$0	$0
DR FRANK SCHNEIGER	TRUSTEE	1.00	Director	$0	$0	$0
LLOYD G STANFORD	TRUSTEE	1.00	Director	$0	$0	$0
PENELOPE MARTE	TRUSTEE	1.00	Director	$0	$0	$0
DIANE MEIER	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY GEORGE	PRESIDENT AND CEO	40.00	Officer	$213,091	$19,909	$233,000
CARLOS RIVERA	CHIEF FINANCIAL OFFICER	40.00	Officer	$153,501	$36,991	$190,492
BRIANNA MCKINNEY	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$141,427	$42,639	$184,066
DEENA SCHWARTZ	DIRECTOR OF NYS GUARDIANSHIP SERVICES	40.00	Highest	$117,167	$34,578	$151,745

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	$4,995,350	$4,702,670	$17,083,439	$292,680
2023	$3,847,574	$3,898,831	$10,826,342	$-51,257
2022	$3,192,949	$2,756,964	$3,466,486	$435,985
2021	$2,842,460	$2,291,987	$2,429,381	$550,473
2020	$458,963	$531,797	$1,056,433	$-72,834

PROJECT GUARDIANSHIP INC