Civic Intelligence

Guardian Partners

990 • Fiscal year 2015 • EIN 46-0907112

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 26, 2016

Organization Profilesavooregon.org
10814 NE HalseyPortland, OR 97220

(503) 724-9063

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

97th percentile

$77,339

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

88th percentile

75%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

90%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$211,547

Up $90,998 (+75%) from 2014

Net Assets

$206,927

No earlier filing loaded for comparison.

Liabilities

Down

$4,620

Down $3,345 (-42%) from 2014

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin82nd percentile

Revenue

Up

$359,789

Up $170,919 (+90%) from 2014

Expenses

Up

$265,446

Up $157,378 (+146%) from 2014

Net Income

Up

$94,343

Up $13,541 (+17%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2014: $120,549Liabilities 2014: $7,9652014Assets 2015: $211,547Liabilities 2015: $4,620Net Assets 2015: $206,9272015Assets 2016: $240,412Liabilities 2016: $1,010Net Assets 2016: $239,4022016Assets 2017: $273,801Liabilities 2017: $40,660Net Assets 2017: $233,1412017Assets 2018: $232,680Liabilities 2018: $1,218Net Assets 2018: $231,4622018Assets 2019: $309,877Liabilities 2019: $22,898Net Assets 2019: $286,9792019Assets 2020: $405,480Liabilities 2020: $39,454Net Assets 2020: $366,0262020Assets 2021: $566,350Liabilities 2021: $743Net Assets 2021: $565,6072021Assets 2022: $624,196Liabilities 2022: $3,997Net Assets 2022: $620,1992022Assets 2023: $690,861Liabilities 2023: $1,952Net Assets 2023: $688,9092023Assets 2024: $762,040Liabilities 2024: $2,000Net Assets 2024: $760,0402024

Highlighted filing

2015

Assets$211,547
Liabilities$4,620
Net Assets$206,927
Open 2015 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $188,870Expenses 2014: $108,068Net Income 2014: $80,8022014Revenue 2015: $359,789Expenses 2015: $265,446Net Income 2015: $94,3432015Revenue 2016: $328,070Expenses 2016: $295,595Net Income 2016: $32,4752016Revenue 2017: $335,620Expenses 2017: $341,881Net Income 2017: -$6,2612017Revenue 2018: $367,153Expenses 2018: $371,373Net Income 2018: -$4,2202018Revenue 2019: $357,063Expenses 2019: $300,202Net Income 2019: $56,8612019Revenue 2020: $383,937Expenses 2020: $304,890Net Income 2020: $79,0472020Revenue 2021: $530,939Expenses 2021: $332,561Net Income 2021: $198,3782021Revenue 2022: $536,590Expenses 2022: $481,998Net Income 2022: $54,5922022Revenue 2023: $657,928Expenses 2023: $589,218Net Income 2023: $68,7102023Revenue 2024: $814,665Expenses 2024: $739,178Net Income 2024: $75,4872024

Highlighted filing

2015

Revenue$359,789
Expenses$265,446
Net Income$94,343
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 26, 2016
Return Version
2015v2.1
Gross Receipts
$359,789
Mission and Program Overview

Mission

To prevent abuse, neglect and exploitation of older adults, people experiencing difficulties, and children by monitoring guardianships and educating court-appointed guardians and money managers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$120,509$211,547▲ $91,038
Total Assets$120,509$211,547▲ $91,038
Liabilities
Accounts Payable and Accrued Expenses$7,965$3,747▼ $4,218
Other Liabilities$-40$873▲ $913
Total Liabilities$7,925$4,620▼ $3,305
Net Assets / Fund Balance
Unrestricted Net Assets$112,584$206,927▲ $94,343
Total Net Assets Fund Balance$112,584$206,927▲ $94,343
Total Liabilities and Net Assets / Fund Balance$120,509$211,547▲ $91,038
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleBaseTotal
Kristy WoodExecutive Director$77,339$77,339

Board Members and Trustees

NameTitle
Cathryn RuckleDirector
Colleen ClarkDirector
Ellen KlemDirector
Helen RobinsonDirector
Jane EllisDirector
Julie NimnichtDirector
Mahnaz AhmadDirector
Sibylle BaerDirector
Susan DaigleDirector
Theressa HollisDirector
Diane McGillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$235,889
Program Service Revenue
$123,900
Investment Income
$0
Other Revenue
$0
All Other Contributions
$29,680
Change in Net Assets
$94,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$168,151
Other Expenses$97,295
Total Fundraising Expense$74,776
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,403$23,202$7,734$77,339
Other Salaries and Wages$39,753$7,042$18,041$64,836
Fees for Services Other$9,596$653$15,796$26,045
Payroll Taxes$15,927$5,340$4,709$25,976
Occupancy$3,200$9,242$855$13,297
All Other Expenses$8,924$615$1,086$10,625
Other Expenses$4,755$92$1,889$6,644
Insurance$2,846$1,295$1,295$5,436
Total Functional Expenses$143,189$47,481$74,776$265,446
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$37,919$37,919-$37,919
Total Events$37,919$37,919-$37,919
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$873
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Policy is to have governing members review form 990 before filing.”

Conflict of interest policy compliance Part VI line 12C

“Board members are required to comply with conflict of interest policy”

CEO executive director top management comp Part VI line 15A

“Compensation determined by market rates”

Other officer or key employee compensation Part VI line 15B

“Compensation is determined by market rates”

Governing documents etc available to public Part VI line 19

“Public documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Guardian Partners
EIN
46-0907112
Address
10814 NE Halsey, Portland, OR 97220

Signing Officer

Name
Kristy Wood
Title
Executive Direc
Phone
5037249063
Signed
2016-07-26
Discuss with paid preparer
No

Organization Details

Principal Officer
Kristy Wood
Formed
2012
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
87

Preparer

Firm
Lighthouse Accounting and Taxes
Address
321B Goodpasture Island Road, Eugene, OR 97401
Preparer
Michael Nichols
Phone
5416076313
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037919
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037919
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Policy is to have governing members review form 990 before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members are required to comply with conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation determined by market rates
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is determined by market rates
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Public documents are made available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010814 NE Halsey
IRS990/USAddress/CityNm0Portland
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097220
IRS990/VotingMembersGoverningBodyCnt07
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IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristy Wood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/PhoneNum05037249063
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Guardian Partners
ReturnHeader/Filer/BusinessNameControlTxt0GUAR
ReturnHeader/Filer/EIN0460907112
ReturnHeader/Filer/USAddress/AddressLine1Txt010814 NE Halsey
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811058046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lighthouse Accounting and Taxes
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0321B Goodpasture Island Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Eugene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,547
Liabilities
$4,620
Net assets
$206,927
Revenue
$359,789
Expenses
$265,446
Net income
$94,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.02$7.60$8.15$7.39$0.75
2023Detailed filing. Detailed filing data is available for this year.$6.91$0.02$6.89$6.58$5.89$0.69
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.04$6.20$5.37$4.82$0.55
2021Detailed filing. Detailed filing data is available for this year.$5.66$0.01$5.66$5.31$3.33$1.98
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.39$3.66$3.84$3.05$0.79
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.23$2.87$3.57$3.00$0.57
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.31$3.67$3.71$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.41$2.33$3.36$3.42$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.01$2.39$3.28$2.96$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.05$2.07$3.60$2.65$0.94
2014Summary only. Only limited summary data is available for this year.$1.21$0.08$1.89$1.08$0.81