Central Oregon Guardianship Assistance Program (EIN 365051085) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

Matt Dodson

Phone

5092813041

Tax Period

2024-07-01 to 2025-06-30

Central Oregon Guardianship Assistance Program, founded in 2023, is a small nonprofit in the Public & Societal Benefit sector that reported $268K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $305K exceeded revenue, resulting in a 14% operating deficit.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $267,754

Investment Income $0

Other Revenue $0

TOTAL REVENUE $267,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $193,976

Fundraising Expenses $29,054

Program Expenses $213,264

Other Expenses $110,886

TOTAL EXPENSES $304,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,754	$452,163	-0.4%
Expenses	$304,862	$322,329	-0.1%
Net Income	$-37,108	$129,834	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$33,514

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emily Coxey	Licensed Guardian	30.00		$75,000	$0	$75,000
Janet Basney	Director	30.00		$42,500	$0	$42,500
Lisa Bertalan	Executive Dir.	5.00	Director	$19,750	$0	$19,750
Claudia Coke	Board Member	5.00	Director	$13,764	$0	$13,764
Matt Dodson	President	2.00	Director	$0	$0	$0
Kristin Larson	Secretary/Treas	2.00	Director	$0	$0	$0
Jesee Nehring	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$267,754	$304,862	$92,726	$-37,108
2024	$452,163	$322,329	$129,834	$129,834

Central Oregon Guardianship Assistance Program