Guardian Partners (EIN 460907112) - 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

2012

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Guardian Partners, founded in 2012, is a small nonprofit in the Crime & Legal sector that reported $658K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $589K left a modest 10% surplus.

Mission

To protect the dignity and safety of Oregonians under guardianship including seniors & adults with disabilities and minors and support court-appointed fiduciaries with case monitoring, education, and resources.

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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 (2023)

Revenue Breakdown

Contributions & Grants $121,319

Program Service Revenue $516,550

Investment Income $20,059

Other Revenue $0

TOTAL REVENUE $657,928

Expense Breakdown

Grants Paid $0

Salaries & Benefits $421,481

Fundraising Expenses $166,162

Program Expenses $331,728

Other Expenses $167,737

TOTAL EXPENSES $589,218

Year-over-Year Comparison

	2023	2022	Change
Revenue	$657,928	$536,590	+0.2%
Expenses	$589,218	$481,998	+0.2%
Net Income	$68,710	$54,592	+0.3%

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

Employees

Volunteers

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

$99,053

Total Directors

$99,053

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marc Kochanski	Executive Director	40.00	Officer Director	$92,586	$6,467	$99,053
Tara Hendison	Director	1.00	Director	$0	$0	$0
Steve Sutherland	Director	1.00	Director	$0	$0	$0
Mark Nishi-Strattner	Director	1.00	Director	$0	$0	$0
Debbie Scales	Director	1.00	Director	$0	$0	$0
Miguel Santos	Director	1.00	Director	$0	$0	$0
Helen Robinson	Director	2.00	Director	$0	$0	$0
Sibylle Baer Sr	Vice President	1.00	Director	$0	$0	$0
Timothy Porter	Treasurer	1.00	Director	$0	$0	$0
Theressa Hollis	President	3.00	Director	$0	$0	$0
Juliet Britton	Director	1.00	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
2024	No data	No data	No data	No data
2023	$657,928	$589,218	$690,861	$68,710
2022	$536,590	$481,998	$624,196	$54,592
2021	$530,939	$332,561	$566,350	$198,378
2020	$383,937	$304,890	$405,480	$79,047
2019	$357,063	$300,202	$309,877	$56,861
2018	$367,153	$371,373	$232,680	$-4,220

Guardian Partners