Form 990 for tax year 2023
Filed by CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM.
Totals
- Total revenue
- $452,163
- Total expenses
- $322,329
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $452,163
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $129,834
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $129,834
- Program services expenses (Part IX)
- $237,325
- Management and general expenses
- $61,563
- Fundraising expenses
- $23,441
- Program service expenses (Part III)
- $237,325
Program services were 73.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: Contributions from Donors
total $12,048 · related or exempt $12,048
-
2b · Program service revenue: Grants
total $400,000 · related or exempt $400,000
-
2c · Program service revenue: Paid client services
total $40,115 · related or exempt $40,115
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $75,000 · program services $37,500 · management and general $30,000 · fundraising $7,500
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $70,000 · program services $70,000
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $21,022 · program services $10,511 · management and general $10,511
-
10 · Payroll taxes
total $14,883 · program services $8,930 · management and general $5,953
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $6,473 · program services $2,266 · management and general $2,266 · fundraising $1,941
-
13 · Office expenses
total $26,865 · program services $20,149 · management and general $6,716
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $12,000 · program services $9,000 · management and general $3,000
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Legal and Professional
total $84,834 · program services $70,834 · fundraising $14,000
-
24b · Other expenses: Liability Insurance
total $3,592 · program services $2,694 · management and general $898
-
24c · Other expenses: Other Contract Legal Fees
total $3,165 · program services $3,165
-
24d · Other expenses: Workers Comp Insurance
total $1,323 · program services $662 · management and general $661
-
24e · All other expenses
total $3,172 · program services $1,614 · management and general $1,558
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $125,045
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $4,789
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
end of year $118,446
-
28 · Net assets with donor restrictions
end of year $11,388
Mission and programs · 2023
Mission
The purpose shall be to provide probono and paid fees for court appointed guardianship, conservaorship,trustee, and estate services to adult incapacitated Central Oregonians who, because of cognitive and/or physical impairment, and unable to make medical, housing and/or financial decisions for themselves.
-
Probono Guardianship services for clients with limited means who are incapacitated and as a result are unable to make medical, housing and financial decisions for themselves. Volunteer hours not summarized in expensesProfessional Guardian 31.9 hoursClient visitations and other work 149.4 hours
Expenses $196,884 · Revenue $400,000
-
Paid Guardianship services for clients who are incapacitated and as a result are unable to make medical, housing and financial decisions for themselves. Trustee and estate management for paid services under government/judicial approvals and estate administration.
Expenses $40,115 · Revenue $40,115
-
Private Contributions for client paid assistance programs
Expenses $326 · Revenue $12,048
As filed on the 2023 return.
Listed in Part VII
-
Lisa Bertalan
Executive Dir.
- Total calculated
- $85,511
- From this org
- $75,000
- From related orgs
- $0
- Other
- $10,511
- Hours/week
- 30
-
Emily Coxey
Licensed Guardian
- Total calculated
- $80,511
- From this org
- $70,000
- From related orgs
- $0
- Other
- $10,511
- Hours/week
- 40
-
Claudia Coke
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Matt Dodson
President
- Total calculated
- $0
- Hours/week
- 2
-
Kristin Larson
Secretary/Treas
- Total calculated
- $0
- Hours/week
- 2
-
Jesee Nehring
Director
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433149349300018
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