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PROJECT GUARDIANSHIP INC
BROOKLYN, NY · EIN 845004265 · Form 990 · FY2024 · Medium ($1M-$10M) · projectguardianship.org
revenue
$5.0M
expenses
$4.7M
net assets
$2.1M
employees
38
volunteers
14
program ratio
86%
mission · from form 990

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.

profile · synthesized from sources

Project Guardianship Inc. provides person-centered guardianship services and promotes alternatives to guardianship for older adults and individuals with disabilities or mental illness in New York. The organization operates the Guardianship Prevention and Support Helpline, offers training and education, and advocates for systemic reform. It also leads the Statewide Initiative of Nonprofit Guardians (SING), a network expanding access to nonprofit guardianship across New York State.

irs program accomplishments · form 990 part iii · fy2024

What they reported doing

  1. #1 primary $754K
    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.
  2. #2 $364K
    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.
named programs · 5 · from sources

What they call their work

Guardianship Access New York (GANY)
Coalition of nonprofit providers and allies advocating for policy change and state funding to expand access to nonprofit guardianship services
Guardianship Prevention and Support Helpline
Free, confidential helpline offering information and referrals on Article 81 guardianship and alternatives in New York; serves caregivers, family members, and professionals
Power of Attorney Pilot Program
Provides financial Power of Attorney services for older adults without family or friends to manage finances, aiming to prevent unnecessary guardianship
Statewide Initiative of Nonprofit Guardians (SING)
Network of nonprofit guardians across New York State providing person-centered guardianship services; includes data tracking, training, and technical support
Supported Decision Making (SDM) Initiative
Research and pilot program developing SDM models for older adults to retain autonomy through trusted relationships and values-based planning
activities · 5 groups

What they do

  • Guardianship and Representative Payee Services 3 activities
    • Operates Guardianship Prevention and Support Helpline
      Operates a helpline that provides information, referrals, and support to help individuals avoid unnecessary guardianship, promote autonomy as they age, and access alternatives to Article 81 guardianship in New York.
    • Provides person-centered guardianship services
      Provides agency-based guardianship services focused on person-centered care for older adults and individuals with disabilities, emphasizing least restrictive arrangements, client autonomy, and support during end-of-life care. Serves New Yorkers who lack other options through multidisciplinary teams.
    • Provides training and education on guardianship and decision-making support
      Delivers training and educational resources on guardianship best practices, alternatives, and person-centered decision-making support for families, caregivers, human services providers, healthcare agencies, and guardians.
  • Disability Rights Advocacy & Self-Advocacy Empowerment 1 activity
    • Advocates for reform and state funding of guardianship services
      Leads advocacy efforts to reform New York’s guardianship system, increase state investment, improve social services safety nets, and promote equitable access to person-centered guardianship services through coalition-building and engagement with elected officials.
  • Policy Advocacy & Research 1 activity
    • Conducts research on guardianship and decision support systems
      Conducts and publishes research including cost-benefit analyses, stakeholder needs assessments, legal resource guides, and policy roundtable proceedings to inform improvements in New York's guardianship and decision support systems.
  • Elder Care Financial Support 1 activity
    • Manages Power of Attorney Pilot Program
      Provides financial decision-making support to older New Yorkers who lack family or friend support through a pilot program that includes managing routine financial transactions, bill payment, documentation of financial preferences, and advocacy with institutions and agencies.
  • Uncategorized 1 activity
    • Generates public cost savings through guardianship reform initiatives
      Has generated over $10 million in net public savings through improved guardianship practices and state investment in nonprofit guardianship services, achieving more than a six-to-one return on investment.
financials · form 990 · fy2024
revenue
Total revenue$5.00M
Contributions & grants$4.80M96%
Program service revenue$185K4%
Investment income$00%
Other revenue$8K
expenses
Total expenses$4.70M
Program expenses86%
Admin / overhead9%
Fundraising5%
Salaries & benefits$3.32M
Grants paid out$557K
Largest expense lineCompensation
balance sheet
Total assets$17.08M
Cash$892K
Investments$0
Liabilities$15.03M
Net assets$2.06M
Liquid reserves2.3 mo
4 years on record · 2020–2024 · YoY revenue +29.8%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 4
NameTitleHours/wkCompensation
KIMBERLY GEORGE PRESIDENT AND CEO 40 $233K
CARLOS RIVERA CHIEF FINANCIAL OFFICER 40 $190K
BRIANNA MCKINNEY CHIEF ADVANCEMENT OFFICER 40 $184K
DEENA SCHWARTZ DIRECTOR OF NYS GUARDIANSHIP SERVICES 40 $152K
board members · 14
  • CHARLES KING — TRUSTEE
  • DIANE MEIER — TRUSTEE
  • DR FRANK SCHNEIGER — TRUSTEE
  • DR VICTORIA STANHOPE — VICE-CHAIR
  • ELIZA WINANS ROSSMAN — TRUSTEE
  • FRANZISKA LASKARIS — TRUSTEE
  • GREGORY M KLEMM — TRUSTEE
  • JANE LEVINE — SECRETARY
  • JOAN MALIN — CHAIR
  • JUDY WILLIG — SECRETARY
  • KEVIN KEENAN — TRUSTEE
  • LLOYD G STANFORD — TRUSTEE
  • MARJORIE CADOGAN — TREASURER
  • PENELOPE MARTE — TRUSTEE
relationships · 21

Who they work with

  • CUNY Institute for State and Local Governance Partner — Employer of Karen Goldstein, Executive Legal Counsel at Project Guardianship Inc.
  • Center for Elder Law and Justice Network — Member organization providing nonprofit guardianship services in Western New York.
  • EAC Network Network — Member organization providing nonprofit guardianship services on Long Island.
  • Family Service Society of Yonkers Network — Planned member organization to provide nonprofit guardianship services in Westchester and Putnam Counties.
  • Feeding America Network — Member of national food bank network
  • Guardianship Access New York Coalition — Leads a statewide coalition of nonprofit guardians focused on equitable guardianship reform in New York.
  • Guardianship Corp Network — Member organization providing nonprofit guardianship services on Long Island.
  • Legal Services NYC Partner — Employer of Greg Klemm, Chief Financial Officer at Project Guardianship Inc.
  • Lifespan of Greater Rochester Network — Member organization providing nonprofit guardianship services in the Finger Lakes region of New York State.
  • Manhattan District Attorney’s Office Partner — Former employer of Charles King, Assistant District Attorney (retired), board member at Project Guardianship Inc.
  • New York State Government — Engages with New York State government to advocate for funding and legislative reforms, including the Statewide Initiative of Nonprofit Guardians (SING) and oversight mechanisms for guardianship appointments.
  • New York State Office of Court Administration Government — Collaborated on the launch of The Guardianship Project pilot program
  • New York State court Government — Appoints Project Guardianship as guardian when necessary.
  • Office of the Mayor, City of New York Government — Employer of Abdul Nasser Rad, PhD, Senior Advisor for Public Safety to the First Deputy Mayor, affiliated with Project Guardianship Inc.
  • POA@projectguardianship.org Partner — Point of contact for referrals and information sharing during the pilot phase of the Power of Attorney program.
  • Planned Parenthood of New York City Partner — Former employer of Joan Malin, CEO (retired), board chair at Project Guardianship Inc.
  • Project Guardianship Network — Member organization providing nonprofit guardianship services in New York City.
  • Statewide Initiative of Nonprofit Guardians Network — Network of nonprofit guardians that GANY advocates to fully fund and expand statewide.
  • The Legal Project Network — Planned member organization to provide nonprofit guardianship services in the Capital Region of New York State.
  • Vera Institute of Justice Partner — Co-launched The Guardianship Project as a social justice initiative
  • Weinberg Center for Elder Justice Partner — Co-published a legal resource guide on elder abuse in guardianship cases.
strategies · 4

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.

  • Advancement of Least-Restrictive Alternatives to Guardianship
    methodology: least_restrictive_alternatives
    By promoting supported decision-making and other alternatives to guardianship, we reduce unnecessary legal interventions and prevent elder abuse because these models preserve autonomy, leverage trusted relationships, and treat guardianship as a last resort, leading to more dignified and effective outcomes.
  • Cost-Effective, Nonprofit Model of Public Guardianship
    methodology: cost-effective_nonprofit_guardianship
    By operating a publicly funded, nonprofit guardianship model, we generate public savings and improve access to high-quality guardianship services because this approach reduces reliance on more expensive alternatives and ensures equitable service delivery regardless of financial means.
  • Data-Informed Systemic Advocacy and Improvement
    methodology: data-driven_continuous_learning
    By using program data and a network-wide database to track outcomes, we improve service quality and drive policy reform because continuous learning enables accountability, identifies gaps in care, and strengthens advocacy for equitable, cost-effective guardianship practices.
  • Person-Centered Guardianship and Decision-Making
    methodology: person-centered_care
    By using a person-centered care model in guardianship and decision-making support, we improve health, safety, and dignity for older adults and individuals with disabilities because services are aligned with individual needs, values, and autonomy, thereby promoting independence and reducing systemic inequities.