Nonprofit · EIN 36-5051085
CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM
Tax-exempt · BEND, OR 97703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $267,754 | $304,862 | -$37,108 | $92,726 | $0 | $92,726 |
| June 30, 2024 | 990 | $452,163 | $322,329 | $129,834 | $129,834 | $0 | $129,834 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $267,754
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $32,514
- Other salaries and wages
- $117,500
- Salaries, compensation and benefits (total)
- $193,976
- Professional fundraising fees
- $0
- Legal fees
- $41,996
- Accounting fees
- $1,420
- Occupancy
- $9,903
- Travel
- $1,850
- Program services (functional)
- $213,264
- Management and general (functional)
- $62,544
- Fundraising (functional)
- $29,054
Balance sheet and other
- Total assets, start of year
- $129,834
- Total assets, end of year
- $92,726
- Total liabilities, end of year
- $0
- Net assets, end of year
- $92,726
- Net assets without donor restrictions
- $67,895
- Net assets with donor restrictions
- $24,831
- Gross receipts
- $267,754
- Employees
- 0
- Year formed
- 2023
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Emily Coxey | Licensed Guardian | 30 | $75,000 |
| Janet Basney | Director | 30 | $42,500 |
| Lisa Bertalan | Executive Dir. Trustee or director | 5 | $19,750 |
| Claudia Coke | Board Member Trustee or director | 5 | $13,764 |
| Matt Dodson | President Trustee or director | 2 | $0 |
| Kristin Larson | Secretary/Treas Trustee or director | 2 | $0 |
| Jesee Nehring | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Bertalan | Executive Dir. Trustee or director | 30 | $75,000 | $10,511 |
| Emily Coxey | Licensed Guardian | 40 | $70,000 | $10,511 |
| Claudia Coke | Board Member Trustee or director | 2 | $0 | $0 |
| Matt Dodson | President Trustee or director | 2 | $0 | $0 |
| Kristin Larson | Secretary/Treas Trustee or director | 2 | $0 | $0 |
| Jesee Nehring | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 NW FRANKLIN AVE STE 101, BEND, OR 97703-2814
- In care of
- % JANET BASNEY
- Principal officer (990 for 2024)
- Matt Dodson, 225 SW Scalehouse Loop 103, Bend, OR 97702
- Signed the 990
- Matt Dodson, President
- Phone
- (509) 281-3041
- Website
- Co-Gap.com
- Return prepared by
- Jana Arbow CPA
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.
Program accomplishments
- 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 hoursExpenses $124,090 · revenue $165,137
- 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 $81,802 · revenue $81,802
- Private Contributions for client paid assistance programsExpenses $7,372 · revenue $20,815
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-5051085
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W01)
- Assets (IRS master file)
- $92,726
- Income (IRS master file)
- $267,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $267,754 | $304,862 | $92,726 | XML |
| 990 | June 2024 | $452,163 | $322,329 | $129,834 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-5051085).
Questions about CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM
- What is the EIN of CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM?
- The employer identification number (EIN) of CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM is 36-5051085.
- Is CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM?
- The 990 for the year ended June 30, 2025 names Matt Dodson.
- Who are the officers and directors of CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM?
- The 990 for the year ended June 30, 2025 lists 7 people; 4 received compensation from the organization, the highest $75,000 (Emily Coxey, Licensed Guardian).
- How much revenue does CENTRAL OREGON GUARDIAN ASSISTANCE PROGRAM have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $267,754, expenses of $304,862 and total assets of $92,726 at year end.
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- HOME MORE NETWORK EIN 87-4769307 · last filed 990-EZ for 2023
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- HONOR FLIGHT OF CENTRAL OREGON EIN 81-1201731 · last filed 990-EZ for 2025
All nonprofits in BEND · Oregon · Public and societal benefit