Civic Intelligence

Guardian Partners

990 • Fiscal year 2023 • EIN 46-0907112

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$99,053

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

23%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$690,861

Up $66,665 (+11%) from 2022

Net Assets

Up

$688,909

Up $68,710 (+11%) from 2022

Liabilities

Down

$1,952

Down $2,045 (-51%) from 2022

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin61st percentile

Revenue

Up

$657,928

Up $121,338 (+23%) from 2022

Expenses

Up

$589,218

Up $107,220 (+22%) from 2022

Net Income

Up

$68,710

Up $14,118 (+26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2023

Assets$690,861
Liabilities$1,952
Net Assets$688,909
Open 2023 Filing

Operations Trend

Revenue Growth67th 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

2023

Revenue$657,928
Expenses$589,218
Net Income$68,710
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$657,928
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
Investments in Publicly Traded Securities-$343,000-
Cash and Non-Interest-Bearing Accounts$331,609$210,169▼ $121,440
Savings and Temporary Cash Investments$247,250$106,365▼ $140,885
Land, Buildings, and Equipment, Net$45,337$31,327▼ $14,010
Total Assets$624,196$690,861▲ $66,665
Liabilities
Other Liabilities$3,997$1,952▼ $2,045
Total Liabilities$3,997$1,952▼ $2,045
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$620,199$688,909▲ $68,710
Total Net Assets Fund Balance$620,199$688,909▲ $68,710
Total Liabilities and Net Assets / Fund Balance$624,196$690,861▲ $66,665

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$31,327$34,998$66,325
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc KochanskiExecutive DirectorFT$92,586$6,467$99,053

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$121,319
Program Service Revenue
$516,550
Investment Income
$20,059
Other Revenue
$0
All Other Contributions
$25,842
Change in Net Assets
$68,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$421,481
Other Expenses$167,737
Total Fundraising Expense$166,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,114$43,546$58,812$267,472
Current Officers, Directors, Trustees, and Key Employees$46,293$23,146$23,146$92,585
All Other Expenses$36,448$1,511$11,942$49,901
Payroll Taxes$16,850$5,315$6,532$28,697
Occupancy$7,912$2,638$15,825$26,375
Other Employee Benefits$16,250$1,355$5,986$23,591
Other Expenses$11,529$1,124$2,590$15,243
Depreciation Depletion$14,010--$14,010
Pension Plan Contributions$5,364$1,692$2,080$9,136
Insurance$4,231$1,175$1,175$6,581
Advertising$350-$327$677
Total Functional Expenses$331,728$91,328$166,162$589,218
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$95,477$95,477$37,072$58,405
Total Events$95,477$95,477$37,072$58,405
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$1,377
Pfml$575
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
2024-11-14
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
Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To 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.
IRS990/AdvertisingGrp/FundraisingAmt0327
IRS990/AdvertisingGrp/ProgramServicesAmt0350
IRS990/AdvertisingGrp/TotalAmt0677
IRS990/AllOtherContributionsAmt025842
IRS990/AllOtherExpensesGrp/FundraisingAmt011942
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01511
IRS990/AllOtherExpensesGrp/ProgramServicesAmt036448
IRS990/AllOtherExpensesGrp/TotalAmt049901
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Marc Kochanski Director
IRS990/BooksInCareOfDetail/PhoneNum09714091358
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 SE Bybee Blvd Ste 206
IRS990/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0331609
IRS990/CashNonInterestBearingGrp/EOYAmt0210169
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt023146
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt023146
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt046293
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt092585
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt095477
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0121319
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020059
IRS990/CYOtherExpensesAmt0167737
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0516550
IRS990/CYRevenuesLessExpensesAmt068710
IRS990/CYSalariesCompEmpBnftPaidAmt0421481
IRS990/CYTotalExpensesAmt0589218
IRS990/CYTotalFundraisingExpenseAmt0166162
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0657928
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt014010
IRS990/DepreciationDepletionGrp/TotalAmt014010
IRS990/Desc0To prevent abuse, neglect and exploitation of older adults, people experiencing difficulties, and children by monitoring guardianships and educating court-appointed guardians and money managers.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0331728
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06467
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Marc Kochanski
IRS990/Form990PartVIISectionAGrp/PersonNm1Tara Hendison
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve Sutherland
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Nishi-Strattner
IRS990/Form990PartVIISectionAGrp/PersonNm4Debbie Scales
IRS990/Form990PartVIISectionAGrp/PersonNm5Miguel Santos
IRS990/Form990PartVIISectionAGrp/PersonNm6Helen Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm7Sibylle Baer Sr
IRS990/Form990PartVIISectionAGrp/PersonNm8Timothy Porter
IRS990/Form990PartVIISectionAGrp/PersonNm9Theressa Hollis
IRS990/Form990PartVIISectionAGrp/PersonNm10Juliet Britton
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt092586
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt095477
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0657928
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01175
IRS990/InsuranceGrp/ManagementAndGeneralAmt01175
IRS990/InsuranceGrp/ProgramServicesAmt04231
IRS990/InsuranceGrp/TotalAmt06581
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt020059
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020059
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0343000
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt034998
IRS990/LandBldgEquipBasisNetGrp/BOYAmt045337
IRS990/LandBldgEquipBasisNetGrp/EOYAmt031327
IRS990/LandBldgEquipCostOrOtherBssAmt066325
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0620199
IRS990/NetAssetsOrFundBalancesEOYAmt0688909
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0620199
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0688909
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt015825
IRS990/OccupancyGrp/ManagementAndGeneralAmt02638
IRS990/OccupancyGrp/ProgramServicesAmt07912
IRS990/OccupancyGrp/TotalAmt026375
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05986
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01355
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016250
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023591
IRS990/OtherExpensesGrp/Desc0Professional Fees
IRS990/OtherExpensesGrp/Desc1Direct Event expenses
IRS990/OtherExpensesGrp/Desc2Communications
IRS990/OtherExpensesGrp/Desc3Technology
IRS990/OtherExpensesGrp/FundraisingAmt037065
IRS990/OtherExpensesGrp/FundraisingAmt1682
IRS990/OtherExpensesGrp/FundraisingAmt22590
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09826
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11124
IRS990/OtherExpensesGrp/ProgramServicesAmt06815
IRS990/OtherExpensesGrp/ProgramServicesAmt17
IRS990/OtherExpensesGrp/ProgramServicesAmt2555
IRS990/OtherExpensesGrp/ProgramServicesAmt311529
IRS990/OtherExpensesGrp/TotalAmt016641
IRS990/OtherExpensesGrp/TotalAmt137072
IRS990/OtherExpensesGrp/TotalAmt21237
IRS990/OtherExpensesGrp/TotalAmt315243
IRS990/OtherLiabilitiesGrp/BOYAmt03997
IRS990/OtherLiabilitiesGrp/EOYAmt01952
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt058812
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt043546
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0165114
IRS990/OtherSalariesAndWagesGrp/TotalAmt0267472
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06532
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05315
IRS990/PayrollTaxesGrp/ProgramServicesAmt016850
IRS990/PayrollTaxesGrp/TotalAmt028697
IRS990/PensionPlanContributionsGrp/FundraisingAmt02080
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01692
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05364
IRS990/PensionPlanContributionsGrp/TotalAmt09136
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Community Education
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0516550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0516550
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0117772
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01114
IRS990/PYOtherExpensesAmt0149995
IRS990/PYProgramServiceRevenueAmt0417704
IRS990/PYRevenuesLessExpensesAmt054592
IRS990/PYSalariesCompEmpBnftPaidAmt0332003
IRS990/PYTotalExpensesAmt0481998
IRS990/PYTotalRevenueAmt0536590
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt068710
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0513675
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0247250
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0106365
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0121319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0117772
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115858
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095134
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0140764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0590847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020059
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0260
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021433
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95150
IRS990ScheduleA/PublicSupportPY170Pct00.94040
IRS990ScheduleA/PublicSupportTotal170Amt0582593
IRS990ScheduleA/SubstantialContributorsTotAmt08254
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0121319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0117772
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095134
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0140764
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0590847
IRS990ScheduleA/TotalSupportAmt0612280
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/BookValueAmt031327
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034998
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066325
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01377
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Credit Card
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PFML
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031327
IRS990ScheduleD/TotalLiabilityAmt01952
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt037072
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt095477
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt095477
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt058405
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037072
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt037072
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0624196
IRS990/TotalAssetsEOYAmt0690861
IRS990/TotalAssetsGrp/BOYAmt0624196
IRS990/TotalAssetsGrp/EOYAmt0690861
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0121319
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0166162
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt091328
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0331728
IRS990/TotalFunctionalExpensesGrp/TotalAmt0589218
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03997
IRS990/TotalLiabilitiesEOYAmt01952
IRS990/TotalLiabilitiesGrp/BOYAmt03997
IRS990/TotalLiabilitiesGrp/EOYAmt01952
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0620199
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0688909
IRS990/TotalOtherCompensationAmt06467
IRS990/TotalProgramServiceExpensesAmt0331728
IRS990/TotalProgramServiceRevenueAmt0516550
IRS990/TotalReportableCompFromOrgAmt092586
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0536609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0657928
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt043
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0624196
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0690861
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$690,861
Liabilities
$1,952
Net assets
$688,909
Revenue
$657,928
Expenses
$589,218
Net income
$68,710
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