Bend, OR
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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...
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 250 hours
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...
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.
Private Contributions for client paid assistance programs
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $267,754 | $304,862 | $92,726 | $-37,108 |
| 2024 | $452,163 | $322,329 | $129,834 | $129,834 |
Compare Central Oregon Guardianship Assistance Program with other nonprofits in Oregon and across the country.