NonprofitsCentral Oregon Guardian Assistance Program

Public & Societal Benefit

Central Oregon Guardian Assistance Program

BEND, OR

Total revenue

$268K

Total expenses

$305K

Net assets

$93K

Grants received

$35K

2 grants

EIN

365051085

Tax year

2024

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.

Programs

2 programs

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: $82K

Private Contributions for client paid assistance programs

Expenses: $7K

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$268K
Investment income
Other revenue
Total revenue$268K

Expenses

Grants paid
Salaries & benefits$194K
Fundraising$29K
Other expenses$111K
Total expenses$305K
Total assets$93K
Net assets$93K

People

7 listed

NameRoleCompensation

Lisa Bertalan

Executive Dir.

Board

$20K

5 hrs/wk

Claudia Coke

Board Member

Board

$14K

5 hrs/wk

Matt Dodson

President

Board

2 hrs/wk

Kristin Larson

Secretary/Treas

Board

2 hrs/wk

Jesee Nehring

Director

Board

2 hrs/wk

Emily Coxey

Licensed Guardian

Staff

$75K

30 hrs/wk

Janet Basney

Director

Staff

$43K

30 hrs/wk

Independent contractors

Horner Law LLP

Legal Services

$21K

Grants received

Showing 2 of 2

FromAmountPurposeYear
$25K
GUARDIANSHIP SERVICES
2024
$10K
COMMUNITY OUTREACH
2024

Funded by

$35K from 2 funders · 2 grants · 2024

St Charles Foundation Inc

$25K · 1 grant · 2024

Onpoint Community Credit Union

$10K · 1 grant · 2024

Details

EIN365051085
NTEE codeW01
Subsection03
Ruling date2023-08
Formed2023
Employees0
CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM — Mission, Financials & Grants Received | Grantivo