Public Accountability Report Public Accountability Report

2025 Office of State Guardian
Mission Statement The Office of State Guardian (OSG) serves as the court-appointed guardian for adults with disabilities when alternatives to guardianship have been exhausted, when the appointment of a guardian is needed, and when no one else is willing or able to serve as guardian.
Program Goals and Objectives
  1. The OSG will ensure the provision of quality guardianship services to adults with disabilities.
    1. The OSG will continue to serve as legal guardian for persons with disabilities who are unable to make personal or financial decisions.
    2. The OSG will ensure that all wards for whom it acts as plenary guardian of the person shall be visited four times per year.
    3. The OSG will advocate for its wards through effective guardianship planning, assessment, monitoring, visitation, and other case management activities. The OSG will participate in or review care plans that address placement, medical, therapeutic, and vocational concerns.
    4. The OSG will monitor wards impacted by consent decrees (e.g., Ligas, Colbert, and Williams).
    5. When appointed estate guardian or when serving as representative payee, the OSG will perform fiduciary transactions by accurately logging receipts and processing disbursements.
    6. OSG representatives will be sensitive to consumer needs.
  2. The OSG will provide cost-effective and comprehensive guardianship services.
    1. The OSG will conserve state resources by successfully exploring guardianship alternatives for intakes and referrals prior to OSG appointment.
    2. The OSG will process intakes through its toll-free intake number.
    3. OSG staff will utilize technology in the delivery of cost-effective, comprehensive, and efficient services, including Internet services, netbooks, remote access, and upgraded data collection and documentation systems.
    4. The OSG will collect fees on wards' estates pursuant to court order.
    5. The OSG will maintain contact with the Illinois Department of Healthcare and Family Services to determine if tasks performed by the OSG are reimbursable through the federal Centers for Medicare and Medicaid Services.
  3. The OSG will sensitively handle controversial issues and will aggressively advocate for each ward's human rights.
    1. The OSG will continue to refine procedures for handling end-of-life decision-making.
    2. The OSG will elicit input from medical providers, interest groups, courts, and other stakeholders to consider the need to adjust end-of-life decision-making and medical consent response procedures.
    3. All OSG staff will be trained in areas related to death and dying, religious values, cultural issues, abuse and neglect, and service provision for persons with disabilities.
    4. The OSG will refine its procedures for handling anatomical gifts.
  4. The OSG will maintain a state-of-the-art professional staff.
    1. During each fiscal year, the OSG will coordinate at least 10 hours of continued professional training for each caseworker to meet requirements for continued National Certified Guardian re-certification and to provide educational resources and support in managing the highest guardianship caseloads in the nation.
    2. OSG staff will demonstrate proficiency in guardianship standards and practices by participating in guardianship certification training. All new OSG staff will receive certification training through the National Guardianship Association (NGA).
    3. At least 95% of staff will successfully complete and pass the National Certified Guardian exam offered by the Center for Guardianship Certification.
  5. The OSG will continue to play a leadership role at the national and state guardianship levels.
    1. The OSG will continue to actively participate with the NGA as board members, training coordinators, and/or attendees at the annual NGA conference and the Center for Guardianship Certification, pending administrative approval.
    2. OSG staff will actively participate with the statewide affiliate of the NGA, the Illinois Guardianship Association (IGA), as board members, officers, and local training coordinators and attendees at IGA conferences.
    3. OSG staff will continue participating in community outreach and public awareness events to provide ongoing education about adult guardianship issues to health-care consumers, service providers, and the citizens of Illinois.
Source of Funds General Revenue Fund, Guardianship and Advocacy Fund Statutory Authority 20 ILCS 3955/1 et seq.
Fiscal Year 2026 Target/Projected Fiscal Year 2025 Actual Fiscal Year 2025 Target/Projected Fiscal Year 2024 Actual Fiscal Year 2023 Actual
Input Indicators
Total expenditures - all sources (in thousands) (a) $ 9,388.0 $ 8,187.9 $ 9,907.0 $ 9,018.0 $ 7,930.4
Total expenditures - state appropriated funds (in thousands) (a) $ 9,388.0 $ 8,187.9 $ 9,907.0 $ 9,018.0 $ 7,930.4
Average monthly full-time equivalents (a) 81.0 77.0 89.0 87.0 84.0
Number of intake coordinators 4.0 4.0 4.0 4.0 4.0
Number of staff attorneys 7.0 7.0 8.0 7.0 7.0
Number of representatives handling only estate cases 4.0 4.0 4.0 4.0 4.0
Number of representatives handling only person cases 46.0 45.0 42.0 41.0 37.0
Number of Public Service Administrators, Option 6 - Bargaining Unit Managers handling regional oversight and end-of-life decision-making or handling intake oversight 4.0 4.0 4.0 4.0 4.0
Number of merit compensation managers 6.0 6.0 6.0 6.0 6.0
Number of hybrid representatives handling both person and estate cases 5.0 5.0 5.0 5.0 5.0
Output Indicators
Number of visits completed to wards on a quarterly basis 19,250 19,109 19,250 19,182 19,066
Number of wards served 4,800 4,789 4,775 4,760 4,495
Number of clients served 8,100 8,052 7,700 7,678 7,128
Number of discharges relating to restorations, successor appointments, or other discharge reasons 80.0 78.0 65.0 64.0 66.0
Number of fiduciary transactions performed on behalf of wards' estates 13,500 13,236 13,424 13,553 13,109
Dollar amount of ward transactions (receipts and disbursements) (in thousands) $ 12,200.0 $ 12,149.4 $ 10,710.0 $ 10,229.0 $ 10,489.8
Amount of fee collections (in thousands) $ 470.0 $ 463.0 $ 298.0 $ 284.0 $ 214.0
Probate fee collections (in thousands) $ 1,515.0 $ 1,512.9 $ 1,533.0 $ 1,460.0 $ 1,451.4
Number of information and referral intakes 3,100 3,044 3,000 2,918 2,633
Number of guardianship pending-appointment intakes 940.0 936.0 960.0 957.0 947.0
Number of new guardianship appointments 600.0 590.0 570.0 567.0 585.0
Number of chart reviews (b) 4,900 4,897 4,800 N/A N/A
Outcome Indicators
Percentage of cases in which the OSG was appointed legal guardian 28.00% 28.00% 21.00% 21.00% 22.00%
Percentage of cases in which alternatives to OSG guardianship were located 72.00% 72.00% 79.00% 79.00% 78.00%
Number of staff who are certified through the Center for Guardianship Certification 50.0 41.0 43.0 43.0 33.0
Percentage of wards residing in community-based placements 49.00% 49.00% 49.00% 49.00% 49.90%
Highest regional caseload 140.0 136.0 104.0 104.0 146.0
Average caseload per caseworker handling only person cases 110.0 108.0 106.0 106.0 115.0
Average caseload per caseworker handling only estate cases 70.0 66.0 46.0 46.0 40.0
Average caseload of hybrid representatives handling both person and estate cases 70.0 66.0 57.0 57.0 65.0
External Benchmarks
Average caseload size is not to exceed 100. The national average for guardianship caseloads is 44. 108.0 108.0 106.0 106.0 115.0
Efficiency/Cost-Effectiveness Indicators
Cost per client served (in dollars) $ 1,159.00 $ 1,017.00 $ 1,287.00 $ 1,175.00 $ 1,112.57
Footnotes
Administrative staff and expenditures are prorated into program headcount and expenditures. The database system was recently revised to capture this new data.

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