irs program accomplishments · form 990 part iii · fy2020
What they reported doing
- #1 primary $239KTHROUGH ITS DIVISION, UNITED GUARDIANSHIP SERVICES OF NEW YORK (UGSNY), LCG PROVIDES COMPREHENSIVE GUARDIANSHIP SERVICES FOR INDIVIDUALS DEEMED BY NEW YORK STATE SUPREME COURT JUSTICES TO BE INCAPACITATED. UGSNY WAS FORMED IN RESPONSE TO THE GROWING NUMBER OF ELDERLY, MANY OF WHOM ARE NO LONGER CAPABLE OF MAKING THEIR OWN HEALTH AND FINANCIAL DECISIONS. ITS GOAL IS TO PROVIDE THE HIGHEST LEVEL OF CARE THROUGH THE USE OF DEDICATED LEGAL, FINANCIAL AND SOCIAL SERVICE PERSONNEL, WHILE SIMULTANEOUSLY MINIMIZING THE EFFECT ON THE CLIENT'S ESTATE.
- #2 $56KTHROUGH THE LCG COMMUNITY TRUSTS (LCGCT), WHICH SHARE COMMON TRUSTEES WITH LCG COMMUNITY SERVICES, INC., LCG COMMUNITY SERVICES, INC. PROVIDES POOLED INCOME AND ASSET TRUST SERVICES WHICH ASSIST DISABLED INDIVIDUALS IN OBTAINING GOVERNMENT BENEFITS. THESE TRUSTS ENSURE THAT DISABLED INDIVIDUALS REMAIN FINANCIALLY ELIGIBLE FOR SUCH BENEFITS, IN TURN, ENABLING THEM TO REMAIN IN, AND THRIVE, IN THEIR COMMUNITIES.
named programs · 2 · from sources
What they call their work
LCG Community Trusts (LCGCT)
Manages pooled income and asset trusts to help disabled individuals remain financially eligible for government benefits while supporting their community integration
United Guardianship Services of New York (UGSNY)
Provides comprehensive guardianship services for individuals deemed incapacitated by New York State Supreme Court, including legal, financial, and social support to protect client well-being and estate
activities · 2 groups
What they do
-
Supplemental Needs Trust Management 1 activity
- Administers pooled income and asset trusts for disabled individualsProvides pooled income and asset trust services through LCG Community Trusts to help disabled individuals maintain financial eligibility for government benefits, enabling them to remain and thrive in their communities.
-
-
Guardianship and Representative Payee Services 1 activity
- Provides guardianship services for incapacitated individualsProvides comprehensive guardianship services for individuals deemed incapacitated by New York State Supreme Court justices, using legal, financial, and social service personnel to support care while minimizing impact on clients' estates.
-
financials · form 990EZ · fy2023
revenue
Total revenue$51K
Contributions & grants$00%
Program service revenue$00%
Investment income$51K100%
Other revenue—
expenses
Total expenses$136K
Program expenses89%
Admin / overhead11%
Fundraising0%
Salaries & benefits—
Grants paid out—
Largest expense lineFacilities
balance sheet
Total assets$304K
Cash$187K
Investments$0
Liabilities$612K
Net assets$-2.21M
Liquid reserves16.5 mo
3 years on record · 2020–2023 · YoY revenue -15.3%
relationships · 1
Who they work with
- LCG Community Trusts Partner — Shares common trustees with LCG Community Services, Inc. and provides pooled income and asset trust services in coordination with the organization.
strategies · 2
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Benefits Eligibility Preservation through Pooled Trustsmethodology: benefits_eligibility_preservationBy using pooled income and asset trusts, we enable disabled individuals to retain eligibility for government benefits, because structured financial vehicles allow access to support services while promoting community integration and independence.
- Integrated Guardianship Caremethodology: integrated_guardianship_careBy combining legal, financial, and social services into a unified model, we produce more effective guardianship outcomes because holistic oversight preserves both client well-being and assets.