Totals
- Total revenue
- $3,847,574
- Total expenses
- $3,898,831
- Contributions and grants received
- $3,796,663
- Grants paid
- $143,114
- Program service revenue
- $50,911
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $10,826,342
- Total liabilities, end of year
- $9,061,615
- Net assets or fund balances, end of year
- $1,764,727
- Program services expenses (Part IX)
- $3,329,886
- Management and general expenses
- $400,562
- Fundraising expenses
- $168,383
- Program service expenses (Part III)
- $3,329,886
Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$500
-
1e · Government grants (contributions)
$3,226,280
-
1f · All other contributions, gifts and grants
$569,883
-
2a · Program service revenue: TECHNICAL ASST. FEES
total $50,911 · related or exempt $50,911
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $143,114 · program services $143,114
-
5 · Compensation of officers, directors and key employees
total $347,983 · program services $204,666 · management and general $122,254 · fundraising $21,063
-
7 · Other salaries and wages
total $2,110,320 · program services $1,991,008 · management and general $30,120 · fundraising $89,192
-
8 · Pension plan contributions
total $60,427 · program services $58,255 · fundraising $2,172
-
9 · Other employee benefits
total $259,900 · program services $235,393 · management and general $12,048 · fundraising $12,459
-
10 · Payroll taxes
total $247,156 · program services $221,422 · management and general $14,625 · fundraising $11,109
-
11b · Fees: legal
total $2,200 · management and general $2,200
-
11c · Fees: accounting
total $23,302 · management and general $23,302
-
11d · Fees: lobbying
total $28,800 · management and general $28,800
-
11g · Fees: other
total $353,695 · program services $290,152 · management and general $38,811 · fundraising $24,732
-
13 · Office expenses
total $58,373 · program services $46,955 · management and general $10,518 · fundraising $900
-
14 · Information technology
total $116,032 · program services $43,613 · management and general $68,701 · fundraising $3,718
-
16 · Occupancy
total $66,506 · program services $59,801 · management and general $3,764 · fundraising $2,941
-
17 · Travel
total $12,542 · program services $12,542
-
19 · Conferences, conventions and meetings
total $2,720 · program services $2,720
-
20 · Interest
total $2,089 · management and general $2,089
-
22 · Depreciation, depletion and amortization
total $2,161 · program services $1,936 · management and general $128 · fundraising $97
-
23 · Insurance
total $39,936 · management and general $39,936
-
24a · Other expenses: STAFF TRAINING
total $15,740 · program services $15,740
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $5,835 · program services $2,569 · management and general $3,266
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $492,282 · end of year $476,563
-
3 · Pledges and grants receivable
beginning of year $1,443,788 · end of year $2,394,611
-
9 · Prepaid expenses and deferred charges
beginning of year $34,243 · end of year $39,965
-
10a · Land, buildings and equipment: cost or other basis
$64,822
-
10b · Land, buildings and equipment: accumulated depreciation
$2,161
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $62,661
-
15 · Other assets
beginning of year $1,496,173 · end of year $7,852,542
-
17 · Accounts payable and accrued expenses
beginning of year $219,569 · end of year $308,037
-
18 · Grants payable
beginning of year $0 · end of year $143,114
-
19 · Deferred revenue
beginning of year $150,000 · end of year $631,250
-
21 · Escrow or custodial account liability
beginning of year $1,280,933 · end of year $6,746,599
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $400,000
-
25 · Other liabilities
beginning of year $0 · end of year $832,615
-
27 · Net assets without donor restrictions
beginning of year $1,371,819 · end of year $1,518,793
-
28 · Net assets with donor restrictions
beginning of year $444,165 · end of year $245,934
Mission and programs · 2023
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.
-
GUARDIANSHIP SERVICES: THE ORGANIZATION EMPLOYED A MULTIDISCIPLINARY TEAM MODEL TO PROVIDE DIRECT GUARDIANSHIP SERVICES TO A POPULATION OF OLDER ADULTS AND PEOPLE LIVING WITH DISABILITIES AND MENTAL ILLNESS WHO NEED HELP MAKING DECISIONS, HAVE NO FAMILY OR FRIENDS TO FILL THE ROLE, AND LARGELY HAVE VERY LOW INCOMES.
Expenses $2,575,746 · Grants $143,114 · Revenue $50,911
-
TRAINING AND EDUCATION: PROJECT GUARDIANSHIP PROVIDED TRAINING AND EDUCATION ON GUARDIANSHIP NEEDS AND BEST PRACTICES AND ITS ALTERNATIVES FOR FAMILIES, CAREGIVERS, LEGISLATORS, HUMAN SERVICES PROVIDERS, AND HEALTHCARE AGENCIES.
Expenses $436,160
-
ADVOCACY, AWARENESS, AND ALLIANCES: PROJECT GUARDIANSHIP INCREASED AWARENESS ABOUT GUARDIANSHIP AMONG ELECTED OFFICIALS AND THE PUBLIC, BUILT PARTNERSHIPS TO DRIVE REFORM AND BETTER SERVICES FOR OLDER ADULT NEW YORKERS AND NEW YORKERS LIVING WITH DISABILITIES AND MENTAL ILLNESS, AND ADVOCATED FOR A BETTER GUARDIANSHIP SYSTEM AND SOCIAL SERVICES SAFETY NET.
Expenses $317,980
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Joan MalinJOAN MALIN
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Dr Victoria StanhopeDR VICTORIA STANHOPE
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Marjorie CadoganMARJORIE CADOGAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jane LevineJANE LEVINE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kevin KeenanKEVIN KEENAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Charles KingCHARLES KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gregory M KlemmGREGORY M KLEMM
TRUSTEE
- Total calculated
- $251,101
- From this org
- $0
- From related orgs
- $199,321
- Other
- $51,780
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $172,690 related
- Bonus
- $0
- Other
- $0 + $26,631 related
- Deferred
- $0 + $9,054 related
- Nontaxable benefits
- $0 + $42,726 related
- Filer's total
- $0 + $251,101 related
-
Franziska LaskarisFRANZISKA LASKARIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eliza Winans RossmanELIZA WINANS ROSSMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dr Frank SchneigerDR FRANK SCHNEIGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd G StanfordLLOYD G STANFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Judy WilligJUDY WILLIG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Penelope MartePENELOPE MARTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Diane MeierDIANE MEIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly GeorgeKIMBERLY GEORGE
PRESIDENT AND CEO
- Total calculated
- $210,631
- From this org
- $199,673
- From related orgs
- $0
- Other
- $10,958
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,423
- Bonus
- $0
- Other
- $250
- Deferred
- $9,984
- Nontaxable benefits
- $974
- Filer's total
- $210,631
-
Carlos RiveraCARLOS RIVERA
DIRECTOR OF FINANCE
- Total calculated
- $137,353
- From this org
- $114,363
- From related orgs
- $0
- Other
- $22,990
- Hours/week
- 40
-
Gillian AlmanGILLIAN ALMAN
CHIEF PROGRAM OFFICER
- Total calculated
- $156,680
- From this org
- $150,120
- From related orgs
- $0
- Other
- $6,560
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,000
- Bonus
- $0
- Other
- $120
- Deferred
- $4,504
- Nontaxable benefits
- $2,056
- Filer's total
- $156,680
-
Azaleea CarleaAZALEEA CARLEA
DIRECTOR OF POLICY AND ADVOCACY
- Total calculated
- $121,442
- From this org
- $114,918
- From related orgs
- $0
- Other
- $6,524
- Hours/week
- 40
-
Deena SchwartzDEENA SCHWARTZ
DIRECTOR OF NYS GUARDIANSHIP SERVICES
- Total calculated
- $143,832
- From this org
- $110,184
- From related orgs
- $0
- Other
- $33,648
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
GUARDIANSHIP SERVICES
-
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PILOTS PROGRAMS TO END MASS INCARCERATION · NY
-
501(C)(4) · ADVOCACY FOR LEGAL AND IMMIGRATION REFORM · NY
Directly controlled by VERA INSTITUTE OF JUSTICE INC
-
501(C)(3) · ADDRESSES VIOLENCE AND OTHER INJUSTICES FOR PEOPLE WITH DISABILITIES · NY
Directly controlled by VERA INSTITUTE OF JUSTICE INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423149349300022
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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