Civic Intelligence

Guardian Partners

990 • Fiscal year 2022 • EIN 46-0907112

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profilesavooregon.org
1600 SE Bybee Blvd STE 206Portland, OR 97202

(971) 409-1358

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

57th percentile

10%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$97,980

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

1.1%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$624,196

Up $57,846 (+10%) from 2021

Net Assets

Up

$620,199

Up $54,592 (+9.7%) from 2021

Liabilities

Up

$3,997

Up $3,254 (+438%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin57th percentile

Revenue

Up

$536,590

Up $5,651 (+1.1%) from 2021

Expenses

Up

$481,998

Up $149,437 (+45%) from 2021

Net Income

Down

$54,592

Down $143,786 (-72%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2022

Assets$624,196
Liabilities$3,997
Net Assets$620,199
Open 2022 Filing

Operations Trend

Revenue Growth41st 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

2022

Revenue$536,590
Expenses$481,998
Net Income$54,592
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$536,590
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$530,252$331,609▼ $198,643
Savings and Temporary Cash Investments-$247,250-
Land, Buildings, and Equipment, Net$36,098$45,337▲ $9,239
Total Assets$566,350$624,196▲ $57,846
Liabilities
Other Liabilities$743$3,997▲ $3,254
Total Liabilities$743$3,997▲ $3,254
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565,607$620,199▲ $54,592
Total Net Assets Fund Balance$565,607$620,199▲ $54,592
Total Liabilities and Net Assets / Fund Balance$566,350$624,196▲ $57,846

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$45,337$20,988$66,325
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc KochanskiExecutive DirectorFT$89,726$8,254$97,980

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$117,772
Program Service Revenue
$417,704
Investment Income
$1,114
Other Revenue
$0
All Other Contributions
$40,305
Change in Net Assets
$54,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$332,003
Other Expenses$149,995
Total Fundraising Expense$94,907
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$153,475$43,535-$197,010
Current Officers, Directors, Trustees, and Key Employees$53,836$8,973$26,917$89,726
Occupancy$18,943$3,157$9,472$31,572
All Other Expenses$19,685$935$4,532$25,152
Payroll Taxes$17,159$4,346$2,254$23,759
Other Employee Benefits$11,534$1,639$1,639$14,812
Other Expenses$9,866$1,237$3,430$14,533
Depreciation Depletion$10,350--$10,350
Pension Plan Contributions$4,608$1,167$921$6,696
Insurance$3,778$630$1,889$6,297
Fees for Services Management$1,156$186$825$2,167
Total Functional Expenses$316,302$70,789$94,907$481,998
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$77,467$77,467$42,051$35,416
Total Events$77,467$77,467$42,051$35,416
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 Card$3,997
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
1600 SE Bybee Blvd STE 206, Portland, OR 97202

Signing Officer

Name
Marc Kochanski
Title
Director
Phone
9714091358
Signed
2023-11-13
Discuss with paid preparer
No

Organization Details

Formed
2012
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
43

Preparer

Firm
Lighthouse Accounting
Address
PO Box 839, Mulino, OR 97042
Preparer
Wynter Nichols EA LTC
Phone
5036212586
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IRS990ScheduleA/PublicSupportPY170Pct00.94510
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03997
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IRS990ScheduleD/TotalLiabilityAmt03997
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt077467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077467
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077467
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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/TotalProgramServiceExpensesAmt0316302
IRS990/TotalProgramServiceRevenueAmt0417704
IRS990/TotalReportableCompFromOrgAmt089726
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0418818
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0536590
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt043
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
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ReturnHeader/BuildTS02023-04-26 12:10:37Z

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$624,196
Liabilities
$3,997
Net assets
$620,199
Revenue
$536,590
Expenses
$481,998
Net income
$54,592
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