2025-11-17T13:06:44-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2024-01-01 845004265 PROJECT GUARDIANSHIP INC PROJ 3472961874 PO BOX 2-5106 BROOKLYN NY 11202 KIMBERLY GEORGE PRESIDENT AND CEO 3472961874 2025-11-17 1 1 EVA MRUK P00543254 2122862600 2025-11-13 2024 2025-03-06 01:10:19Z KIMBERLY GEORGE PO BOX 2-5106 BROOKLYN NY 11202 4995350 0 X WWW.PROJECTGUARDIANSHIP.ORG X 2020 NY 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. 14 14 38 14 0 0 3796663 4801843 50911 185197 0 0 0 8310 3847574 4995350 143114 556556 0 0 3025786 3319803 0 0 231690 729931 826311 3898831 4702670 -51257 292680 10826342 17083439 9061615 15026032 1764727 2057407 X 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. 0 0 2942652 556556 185197 PERSON-CENTERED GUARDIANSHIP: THROUGH DIRECT SERVICE, TRAINING AND EDUCATION, AND RESEARCH AND DEVELOPMENT, PROJECT GUARDIANSHIP BRINGS PERSON-CENTERED GUARDIANSHIP TO THOSE WHO NEED IT. THIS INCLUDES EMPLOYING A MULTIDISCIPLINARY TEAM MODEL TO PROVIDE 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. 753534 0 0 GUARDIANSHIP ALTERNATIVES: BY DEVELOPING AND PROMOTING ALTERNATIVES TO GUARDIANSHIP, PROJECT GUARDIANSHIP ADVOCATES FOR THE LEAST RESTRICTIVE ARRANGEMENT FOR THOSE IN NEED OF CARE. THIS INCLUDES OPERATING THE GUARDIANSHIP PREVENTION AND SUPPORT HELPLINE, PROVIDING INFORMATION AND REFERRALS TO ANYONE WITH QUESTIONS ABOUT ARTICLE 81 GUARDIANSHIP WITH A FOCUS ON PROMOTING ALTERNATIVES. 364285 0 0 GUARDIANSHIP REFORM: PROJECT GUARDIANSHIP PARTNERS WITH FELLOW PRACTITIONERS, ADVOCATES, AND ALLIES TO INFLUENCE THE PUBLIC AGENDA AND REALIZE AN EQUITABLE GUARDIANSHIP SYSTEM IN NEW YORK. THIS INCLUDES LEADING A STATEWIDE COALITION OF NONPROFIT GUARDIANS CALLED GUARDIANSHIP ACCESS NEW YORK (GANY) AND ADVOCATING FOR STATE FUNDING FOR PERSON-CENTERED GUARDIANSHIP SERVICES AND EDUCATIONAL RESOURCES. 4060471 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X CARLOS RIVERA CHIEF FINANCIAL OFFICER 3472961874 PO BOX 2-5106 BROOKLYN NY 11202 JOAN MALIN CHAIR 5.00 0.00 X X 0 0 0 DR VICTORIA STANHOPE VICE-CHAIR 1.00 0.00 X X 0 0 0 MARJORIE CADOGAN TREASURER 1.00 0.00 X X 0 0 0 JANE LEVINE SECRETARY 1.00 0.00 X X 0 0 0 JUDY WILLIG SECRETARY 1.00 0.00 X X 0 0 0 KEVIN KEENAN TRUSTEE 1.00 0.00 X 0 0 0 CHARLES KING TRUSTEE 1.00 0.00 X 0 0 0 GREGORY M KLEMM TRUSTEE 1.00 0.00 X 0 0 0 FRANZISKA LASKARIS TRUSTEE 1.00 0.00 X 0 0 0 ELIZA WINANS ROSSMAN TRUSTEE 1.00 0.00 X 0 0 0 DR FRANK SCHNEIGER TRUSTEE 1.00 0.00 X 0 0 0 LLOYD G STANFORD TRUSTEE 1.00 0.00 X 0 0 0 PENELOPE MARTE TRUSTEE 1.00 0.00 X 0 0 0 DIANE MEIER TRUSTEE 1.00 0.00 X 0 0 0 KIMBERLY GEORGE PRESIDENT AND CEO 40.00 0.00 X 213091 0 19909 CARLOS RIVERA CHIEF FINANCIAL OFFICER 40.00 0.00 X 153501 0 36991 BRIANNA MCKINNEY CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 141427 0 42639 DEENA SCHWARTZ DIRECTOR OF NYS GUARDIANSHIP SERVICES 40.00 0.00 X 117167 0 34578 625186 0 134117 4 0 1 0 0 4078145 723698 4801843 TECHNICAL ASST. FEES 624120 185197 185197 185197 MISCELLANEOUS INCOME 900099 8310 8310 8310 4995350 185197 0 8310 543006 543006 13550 13550 423492 303843 84698 34951 2225048 2070802 20803 133443 67997 64636 3361 338725 308857 7412 22456 264541 237948 9729 16864 41250 41250 19200 19200 308118 247969 55824 4325 46659 38023 6588 2048 105846 34209 69213 2424 197702 156335 29549 11818 8370 8322 48 4586 2826 1760 4560 4560 12347 12347 58483 58483 STAFF TRAINING 10665 2495 8170 MISCELLANEOUS EXPENSES 8525 8450 75 4702670 4060471 410509 231690 476563 891565 2394611 2329036 39965 25720 64822 14508 62661 50314 7852542 13786804 10826342 17083439 308037 328149 143114 445506 631250 516250 6746599 13030350 400000 0 832615 705777 9061615 15026032 X 1518793 1739322 245934 318085 1764727 2057407 10826342 17083439 292680 0 X X 0 1 X 1 0 X 458923 2772625 3076415 3796663 4801843 14906469 62490 67482 84597 81228 81228 377025 521413 2840107 3161012 3877891 4883071 15283494 119869 15163625 620 329 8310 9259 15292753 421773 0.99160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 620. 2022 AMOUNT: $ 329. 2024 AMOUNT: $ 8,310. PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION FILED A SHORT YEAR RETRUN FOR THE TAX YEAR 1/28/2020-12/31/2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 19524 19524 4451780 4471304 373565 93391 0 0 336544 373565 710109 1065164 34700 19524 54224 84136 93391 177527 266291 0 6746599 6283751 13030350 1 64822 14508 50314 50314 GUARDIANSHIP ASSETS HELD IN TRUST 13030350 RIGHT OF USE ASSET - OPERATING LEASE, NET 663879 SECURITY DEPOSIT 59010 DUE FROM AFFILIATE 24968 CLIENT RECEIVABLES 8597 13786804 LEASE PAYABLE 705777 705777 X 5166157 170807 170807 4995350 0 4995350 4873477 170807 170807 4702670 0 4702670 PART IV, LINE 1B: CASH BALANCES ARE HELD BY THE ORGANIZATION ON BEHALF OF GUARDIANSHIP SERVICES CLIENTS, WHO ARE OLDER ADULTS AND PEOPLE WITH DISABILITIES IN NEW YORK CITY WHO HAVE BEEN DETERMINED BY THE COURT TO BE UNABLE TO CARE FOR THEMSELVES. THE ORGANIZATION'S ADMINISTRATION OF THESE ASSETS IS LIMITED TO CERTAIN APPOINTED TASKS AS OUTLINED IN COURT ORDER AND JUDGMENT. PART X, LINE 2: PG RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT PG HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PG IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO DECEMBER 31, 2021. 1 CENTER FOR ELDER LAW & JUSTICE INC 438 MAIN STREET SUITE 1200 BUFFALO NY 14202 161118282 501(C)(3) 200658 0 GUARDIANSHIP SERVICES LIFESPAN OF GREATER ROCHESTER INC 1900 S CLINTON AVENUE ROCHESTER NY 14618 160986298 501(C)(3) 124005 0 GUARDIANSHIP SERVICES EAC INC 99 QUENTIN ROOSEVELT BOULEVARD 200 GARDEN CITY NY 11530 237175609 501(C)(3) 105843 0 GUARDIANSHIP SERVICES GUARDIANSHIP CORP PO BOX 723 NORTHPORT NY 11768 831971452 501(C)(3) 95000 0 GUARDIANSHIP SERVICES RESEARCH FOUNDATION OF CUNY 230 WEST 41ST STREET NEW YORK NY 10036 131988190 501(C)(3) 17500 0 SUPPORTIVE DECISION MAKING FOR ADULTS 5 SUPPORTIVE DECISION MAKING FOR ADULTS 2 13550 PART I, LINE 2: WE REQUIRE SUBCONTRACTORS TO COMPLETE QUARTERLY FINANCIAL REPORTS AND QUARTERLY PROGRESS REPORTS ON NUMBERS, DEMOGRAPHICS, AND OUTCOMES FOR CLIENTS SERVED. WHO RECEIVES ASSISTANCE AND AT WHAT AMOUNTS IS DECIDED BY FUNDING ORIGINATED FROM A NEW YORK STATE SENATE BUDGET LINE ITEM, WITH PROJECT GUARDIANSHIP ADMINISTERING THE FUNDS IN ACCORDANCE WITH STATE GUIDELINES. THE SDM GRANTS ARE FOR A RESEARCH INSTITUTIONS AND 2 EXPERT CONSULTANTS WHO ARE PARTNERING WITH THE ORGANIZATION ON A RESEARCH PROJECT. THE PARTNERSHIP, INCLUDING EACH PARTNER'S ROLE AND COSTS, WERE INCLUDED IN OUR GRANT APPLICATIONS. DELIVERABLES AND PAYMENT SCHEDULES ARE PART OF OUR INDEPENDENT CONTRACTOR AGREEMENTS WITH THE PARTNERS. ALL THE PARTNERS MET MONTHLY TO CHECK-IN ON PROGRESS TOWARDS GOALS AND NEXT STEPS. X X X X 0 0 0 0 0 0 0 0 0 KIMBERLY GEORGE PRESIDENT AND CEO 212827 0 0 0 264 0 10744 0 9165 0 233000 0 0 0 CARLOS RIVERA CHIEF FINANCIAL OFFICER 152772 0 0 0 729 0 7977 0 29014 0 190492 0 0 0 BRIANNA MCKINNEY CHIEF ADVANCEMENT OFFICER 141334 0 0 0 93 0 7365 0 35274 0 184066 0 0 0 DEENA SCHWARTZ DIRECTOR OF NYS GUARDIANSHIP SERVICE 117101 0 0 0 66 0 5988 0 28590 0 151745 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, THE VERA INSTITUTE OF JUSTICE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER, THE VERA INSTITUTE OF JUSTICE, INC., ELECTS THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B UNDER ARTICLE X OF THE BYLAWS, THE VERA INSTITUTE OF JUSTICE RETAINS RESERVED RIGHTS OVER CERTAIN GOVERNANCE MATTERS AND MUST APPROVE AMENDMENTS TO SPECIFIED SECTIONS OF THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE PRIOR TO FILING. IT IS DISTRIBUTED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH APPLIES TO ITS OFFICERS, TRUSTEES, AND KEY EMPLOYEES. SUCH PERSONS ARE REQUIRED TO DISCLOSE ANNUALLY, AND AS THEY MAY ARISE, ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT. DISCLOSURES ARE REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS WHO MAKES THE DETERMINATION AS TO WHETHER THE TRANSACTION INVOLVES A SUBSTANTIAL FINANCIAL INTEREST AND WHETHER TO APPROVE THE TRANSACTION. THE INTERESTED PERSON MUST ABSTAIN FROM THE DISCUSSION AND VOTE ON THE TRANSACTION, AGREEMENT OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT AND CEO ON AN ANNUAL BASIS. THE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT PERSONS, REVIEWS COMPARABILITY DATA FROM COMPARABLE NONPROFIT ORGANIZATIONS AND THE NONPROFIT NEW YORK COMPENSATION SURVEY. THE COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE, AND THE DELIBERATION AND DECISION ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS WAS LAST UNDERTAKEN IN 2024. THE CFO'S COMPENSATION IS DETERMINED EITHER BY THE BOARD OR BY THE CHIEF EXECUTIVE OFFICER AND SUBJECT TO APPROVAL BY THE BOARD EACH YEAR AFTER A COMPREHENSIVE PERFORMANCE REVIEW PROCESS. THIS PROCESS WAS LAST UNDERTAKEN FOR ALL EMPLOYEES IN 2024. COMPARABILITY DATA IS USED FROM THE 990S AND JOB POSTINGS OF OTHER NONPROFITS AND THE NONPROFIT NEW YORK COMPENSATION SURVEY PUBLISHED EVERY YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE AND AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ACTIVATING CHANGE INC 8 THE GREEN DOVER DE 19901 880922290 ADDRESSES VIOLENCE AND OTHER INJUSTICES FOR PEOPLE WITH DISABILITIES NY 501(C)(3) LINE 7 VERA INSTITUTE OF JUSTICE INC 0 VERA ACTION INC 34 35TH STREET 4-2A BROOKLYN NY 11232 853897516 ADVOCACY FOR LEGAL AND IMMIGRATION REFORM NY 501(C)(4) VERA INSTITUTE OF JUSTICE INC 0 VERA INSTITUTE OF JUSTICE INC 34 35TH STREET 4-2A BROOKLYN NY 11232 131941627 PILOTS PROGRAMS TO END MASS INCARCERATION NY 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0