Civic Intelligence

Guardian Partners

990 • Fiscal year 2020 • EIN 46-0907112

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profilesavooregon.org
10814 NE Halsey StreetPortland, OR 97220

(971) 409-1358

Siviq Scores

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

Liabilities / Assets

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

70th percentile

21%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

96th percentile

$74,792

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

31%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

7.5%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$405,480

Up $95,603 (+31%) from 2019

Net Assets

Up

$366,026

Up $79,047 (+28%) from 2019

Liabilities

Up

$39,454

Up $16,556 (+72%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin70th percentile

Revenue

Up

$383,937

Up $26,874 (+7.5%) from 2019

Expenses

Up

$304,890

Up $4,688 (+1.6%) from 2019

Net Income

Up

$79,047

Up $22,186 (+39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2020

Assets$405,480
Liabilities$39,454
Net Assets$366,026
Open 2020 Filing

Operations Trend

Revenue Growth71st 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

2020

Revenue$383,937
Expenses$304,890
Net Income$79,047
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$383,937
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.

To protect the dignity and safety of Oregonians under guardianship including seniors & adults with disabilities and minors and support court-appointed fiduciaries with case monitoring, education, and resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$309,877$379,964▲ $70,087
Land, Buildings, and Equipment, Net-$25,516-
Total Assets$309,877$405,480▲ $95,603
Liabilities
Other Liabilities$27,485$39,454▲ $11,969
Accounts Payable and Accrued Expenses$-4,587--
Total Liabilities$22,898$39,454▲ $16,556
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$286,979$366,026▲ $79,047
Total Net Assets Fund Balance$286,979$366,026▲ $79,047
Total Liabilities and Net Assets / Fund Balance$309,877$405,480▲ $95,603

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,516$3,742$29,258
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marc KochanskiExecutive DirectorFT$74,792$74,792

Board Members and Trustees

NameTitle
Theressa HollisPresident
Sibylle Baer SrVice President
Helen RobinsonDirector
Juliet BrittonDirector
Mahnaz AhmadDirector
Mark Nishi-StrattnerDirector
Steve SutherlandDirector
Tara HendisonDirector
Susan DaigleSecretary
Timothy PorterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,134
Program Service Revenue
$285,677
Investment Income
$101
Other Revenue
$3,025
All Other Contributions
$52,512
Change in Net Assets
$79,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$204,910
Other Expenses$99,980
Total Fundraising Expense$73,811
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$37,955$43,323$28,837$110,115
Current Officers, Directors, Trustees, and Key Employees$44,876$7,479$22,437$74,792
Occupancy$27,331$3,383$3,383$34,097
All Other Expenses$22,971$4,752$1,030$28,753
Payroll Taxes$7,649$4,450$2,962$15,061
Other Expenses$11,064$240$1,477$12,781
Insurance$4,211$526$526$5,263
Pension Plan Contributions$2,510$1,460$972$4,942
Depreciation Depletion$3,742--$3,742
Travel$692--$692
Total Functional Expenses$164,152$66,927$73,811$304,890
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
Fundraising$42,622$42,622$12,026$30,596
Total Events$42,622$42,622$12,026$30,596
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loan$38,372
Credit Card$1,082
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 35% controlled entity
No
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 Street, Portland, OR 97220

Signing Officer

Name
Marc Kochanski
Title
Director
Phone
9714091358
Signed
2021-11-15
Discuss with paid preparer
No

Organization Details

Formed
2012
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
8
Volunteers
35

Preparer

Firm
Lighthouse Accounting
Address
PO Box 839, Mulino, OR 97042
Preparer
Michael Nichols CPA
Phone
5416076313
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Adjustment $1,343.00”

List of other expenses Part IX line 24E

“Banking $4,685Supplies $6,553Volunteer Support $1,946Taxes $546Professional Fees $41,978”

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IRS990/PYTotalExpensesAmt0300202
IRS990/PYTotalRevenueAmt0357063
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt079047
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt03025
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0285676
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0186106
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0152132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0161430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0735566
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77870
IRS990ScheduleA/PublicSupportPY170Pct00.85070
IRS990ScheduleA/PublicSupportTotal170Amt0572880
IRS990ScheduleA/SubstantialContributorsTotAmt0162686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0140764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0186106
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0152132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0161430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0735566
IRS990ScheduleA/TotalSupportAmt0735646
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt025516
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03742
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt029258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01082
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt138372
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PPP Loan
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025516
IRS990ScheduleD/TotalLiabilityAmt039454
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012026
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt042622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042622
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042622
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030596
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012026
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012026
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt5Adjustment $1,343.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Banking $4,685Supplies $6,553Volunteer Support $1,946Taxes $546Professional Fees $41,978
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0405480
IRS990/TotalAssetsGrp/BOYAmt0309877
IRS990/TotalAssetsGrp/EOYAmt0405480
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095134
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt073811
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066927
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0164152
IRS990/TotalFunctionalExpensesGrp/TotalAmt0304890
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt022898
IRS990/TotalLiabilitiesEOYAmt039454
IRS990/TotalLiabilitiesGrp/BOYAmt022898
IRS990/TotalLiabilitiesGrp/EOYAmt039454
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0286979
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0366026
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0164152
IRS990/TotalProgramServiceRevenueAmt0285677
IRS990/TotalReportableCompFromOrgAmt074792
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0288803
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0383937
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0309877
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0405480
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt0692
IRS990/TravelGrp/TotalAmt0692
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
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IRS990/WhistleblowerPolicyInd0true

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$405,480
Liabilities
$39,454
Net assets
$366,026
Revenue
$383,937
Expenses
$304,890
Net income
$79,047
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