Skip to content
Nonprofiteer
← All organizations

CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM

EIN 36-5051085 BEND, OR

Revenue 2023
$452,163
Expenses 2023
$322,329

Program services were 73.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
W01
Classification
1000
Street
250 NW FRANKLIN AVE STE 101

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $452,163
    Expenses
    $322,329
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.