named programs · 9 · from sources
what they call their work
Care Management and Planning
Designs and develops personalized care plans, including planning, coordinating, and supervising care services and financial responsibilities. Services include wellness checks, oversight of caregivers and social workers, public benefits enrollment, household budgeting, and bill paying.
Conservator of the Estate
Manages and oversees the financial estate of an individual or family member under court supervision when they are no longer able to make important financial decisions.
Guardianship / Conservator of the Person
Protects the personal interests of aging family members or those with special needs, including oversight of caregivers, medical providers, and financial responsibilities. Available on a temporary or long-term basis.
Healthcare Advocate
Makes healthcare decisions for adult family members with intellectual or developmental disabilities who are incapable of making decisions or appointing an advocate.
Medical Power of Attorney
Ensures healthcare wishes are communicated if an individual becomes incapacitated during a medical crisis, including end-of-life care and funeral/burial assistance.
Medical Proxy / Substitute Decision Maker
Makes medical decisions for individuals or adult family members who become incapacitated, as determined by a judge or doctor. Available on a temporary or long-term basis.
Personal Estate Representative
Ensures last wishes are carried out according to an individual's Last Will and Testament.
Special Needs Trust Administration
Manages Special Needs Trusts to ensure beneficiaries maintain eligibility for needs-based government benefits (SSI and Medicaid) while enhancing their quality of life. Includes professional administration and acting as Successor Trustee.
Trust Administration
Provides professional oversight and management of trust funds, administering them according to trust documents and investment policies to ensure long-term support for beneficiaries and protect funds from wasteful spending. Can also serve as Successor Trustee.
activities · 4 clusters
what they do
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Legal Forms for Guardianship & Probate 7 activities
- Conservatorship of the EstateManages and oversees financial estates under court supervision in California and Colorado when individuals are no longer able to make financial decisions.
- Guardianship and Conservatorship ServicesOffers Guardianship/Conservator of the Person services in California and Colorado, providing oversight of caregivers, medical providers, and financial responsibilities for aging individuals and those with special needs on a temporary or long-term basis. This also includes making healthcare decisions for incapacitated adults and managing financial estates under court supervision.
- Guardianship/Conservatorship of the PersonProvides Guardianship/Conservator of the Person services in California and Colorado, offering oversight of caregivers, medical providers, and financial responsibilities for individuals who are aging or have special needs, on a temporary or long-term basis. This includes protecting the personal interests of family members and making healthcare decisions for incapacitated adults or those with intellectual/developmental disabilities.
- Healthcare Advocacy and Medical Decision-MakingProvides Medical Power of Attorney and Healthcare Advocate services in California and Colorado, ensuring healthcare wishes are communicated during incapacitation, including end-of-life care, and making medical decisions for adult family members with intellectual or developmental disabilities who cannot make or appoint a healthcare advocate.
- Medical and End-of-Life AdvocacyActs as a Medical Power of Attorney or Healthcare Advocate in California and Colorado, ensuring healthcare wishes are communicated during incapacitation, including end-of-life care and funeral/burial assistance.
- Personal Estate RepresentationEnsures last wishes are carried out according to a Last Will and Testament as a Personal Estate Representative in California and Colorado.
- Personal Estate RepresentationActs as a Personal Estate Representative in California and Colorado to ensure last wishes are carried out according to a Last Will and Testament.
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Local Community Grantmaking 2 activities
- Pro Bono ServicesProvided over $49,000 in pro bono services to trust beneficiaries and care clients in 2023.
- Pro Bono ServicesProvided over $49,000 in pro bono services to trust beneficiaries and care clients in 2023.
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Special Needs Trust & Financial Management 2 activities
- Special Needs Trust AdministrationManages and administers Special Needs Trusts nationwide to ensure beneficiaries maintain eligibility for needs-based government benefits while enhancing their quality of life. This includes investing trust funds according to original trust documents and tailored investment policies, providing long-term financial support, and facilitating access to funds through True Link VISA cards and request-based disbursements.
- Special Needs Trust AdministrationManages and administers Special Needs Trusts nationwide to ensure beneficiaries maintain eligibility for needs-based government benefits while enhancing their quality of life. This includes investing trust funds according to original trust documents and tailored investment policies, providing long-term financial support, and facilitating access to funds through True Link VISA cards and request-based disbursements.
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Uncategorized 2 activities
- Care Management and Support ServicesProvides personalized care management and support services to aging adults and persons with disabilities, assisting clients with accessing essential resources like food and housing, and supporting them in health and financial decision-making. This includes designing and developing personalized care plans, coordinating and supervising care services, and offering options for wellness checks, caregiver oversight, public benefits enrollment, and household budgeting.
- Care Management and Support ServicesProvides personalized care management and support services to aging adults and persons with disabilities, assisting clients with accessing essential resources like food and housing, and supporting them in health and financial decision-making. This includes designing and developing personalized care plans, coordinating care services, and offering wellness checks and caregiver oversight.
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financials · form 990 · fy2020
the money
revenue
Total revenue$1.44M
Contributions & grants$56K4%
Program service revenue$928K64%
Investment income$258K18%
Other revenue$201K
expenses
Total expenses$2.81M
Program expenses69%
Admin / overhead24%
Fundraising8%
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$5.67M
Cash$538K
Investments$2.56M
Liabilities$2.45M
Net assets$3.22M
Liquid reserves13.2 mo
1 years on record · 2020–2020
leadership · form 990 part vii · fy2020
who runs it
paid leadership · 3
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| TOM AVRAMIS | TRUSTEE & CEO | 40 | $329K |
| NATE SCHNACKENBERG | COO | 40 | $169K |
| JOANNE BRASBERGER | CFO | 40 | $92K |
board members · 6
- ART LARSON — SECRETARY
- BILL MORRIS — TRUSTEE
- DAVID JOHNSON — CHAIRMAN
- KARIN CROSBY — TRUSTEE
- REUBEN HELICK — TREASURER
- TREVOR PATTERSON — VICE CHAIR
relationships · 6
who they work with
- California Service Center Partner — Online regional service center providing support in California.
- California Service Center Partner — Online regional service center through which The Good Shepherd Fund delivers services in California.
- Colorado Service Center Partner — Online regional service center providing support in Colorado.
- Colorado Service Center Partner — Online regional service center through which The Good Shepherd Fund delivers services in Colorado.
- True Link Partner — Partners with True Link to provide VISA cards for beneficiaries to make purchases using trust funds.
- True Link Partner — Partnership to provide VISA cards for trust beneficiaries to access funds.