NORTHWEST HEALTH FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST HEALTH FOUNDATION (EIN 91-1854545)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202423169349306457
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-11T18:28:31-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930900579PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONALD JACOBS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1121 SW SALMON ST STE 1100AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911854545EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone5032201955PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NW SECOND AVENUE 300AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANITA RODGERSPersonNm
Person TitleDIRECTOR OF FINANCE & OPER.PersonTitleTxt
Phone5032201955PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANG AHNPreparerPersonNm
PTINP00540880PTIN
Phone5032270581PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJESSE BEASONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NW SECOND AVENUE 300AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,079,157GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NWHF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO ADVANCE AND SUPPORT THE HEALTH OF THE PEOPLE OF OREGON AND SOUTHWEST WASHINGTON.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,150,858PYContributionsGrantsAmt
CY Contributions Grants$1,047,600CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$782,826PYInvestmentIncomeAmt
CY Investment Income$1,091,476CYInvestmentIncomeAmt
PY Other Revenue-$33,721PYOtherRevenueAmt
CY Other Revenue$20,240CYOtherRevenueAmt
PY Total Revenue$1,899,963PYTotalRevenueAmt
CY Total Revenue$2,159,316CYTotalRevenueAmt
PY Grants And Similar Paid$2,556,292PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$351,057CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$661,502PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$706,926CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,146,434PYOtherExpensesAmt
CY Other Expenses$1,279,690CYOtherExpensesAmt
PY Total Expenses$4,364,228PYTotalExpensesAmt
CY Total Expenses$2,337,673CYTotalExpensesAmt
PY Revenues Less Expenses-$2,464,265PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$178,357CYRevenuesLessExpensesAmt
Total Assets BOY$66,827,233TotalAssetsBOYAmt
Total Assets EOY$68,687,716TotalAssetsEOYAmt
Total Liabilities BOY$2,629,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,309,428TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,197,533NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$67,378,288NetAssetsOrFundBalancesEOYAmt
MissionNORTHWEST HEALTH FOUNDATION SEEKS TO ADVANCE, SUPPORT, AND PROMOTE HEALTH IN OREGON AND SOUTHWEST WASHINGTON. BY PROVIDING GRANTS TO INITIATIVES, FORMING PARTNERSHIPS WITH HEALTH AND COMMUNITY LEADERS, AND ADVOCATING FOR POLICY CHANGE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,343,352ExpenseAmt
Grant$124,000GrantAmt
DescNORTHWEST HEALTH FOUNDATION'S (NWHF'S) CIVIC HEALTH INITIATIVE PROVIDES GENERAL OPERATING SUPPORT, CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO ORGANIZATIONS TO GIVE THEM THE TOOLS TO SUPPORT STRONG, ENDURING CIVIC ENGAGEMENT IN THEIR COMMUNITIES TO SHAPE POLICIES FOR GOOD HEALTH.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$432,322ExpenseAmt
Grant$227,057GrantAmt
DescNORTHWEST HEALTH FOUNDATION (NWHF) PROVIDES SPONSORSHIPS AND SUPPORT TO COMMUNITY-LED EFFORTS THAT SHARE THE FOUNDATION'S EQUITY PRIORITIES (RACE/ETHNICITY, INCLUDING IMMIGRANT AND REFUGEE IDENTIFICATION; GEOGRAPHY AND DISABILITY) BUT ARE SMALLER REQUESTS THAT DO NOT FIT WITHIN A MAJOR PROGRAMMATIC AREA. THESE AWARDS ARE FOR COMMUNITY EVENTS, FUNDRAISERS, LEARNING OPPORTUNITIES AND CONFERENCES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$158,443ExpenseAmt
DescNONPROFIT MODERNIZATION ACT - IN PARTNERSHIP WITH THE NONPROFIT ASSOCIATION OF OREGON, NWHF HAS BUILT A COALITION ACROSS OREGON TO PROPOSE AND ADVOCATE FOR IMPROVEMENTS TO THE GOVERNMENT CONTRACTING PROCESS WITH NONPROFTS AND DIRECTLY IMPACT WAGES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,934,117TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANITA RODGERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032201945PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NW SECOND AVENUE SUITE 300AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JESSE BEASON
PRESIDENT & CEO30.709.30Yes (X)$225,180$0$35,801
ANITA RODGERS
DIRECTOR OF FINANCE & OPERATIONS22.9017.10Yes (X)$149,193$0$33,429
JENNIFER MATHESON
DIRECTOR OF PROGRAMS16.8023.20$155,489$0$33,045Yes (X)
FELICITA MONTEBLANCO
PUBLIC AFFAIRS MANAGER37.003.00$101,320$0$23,993Yes (X)
CYREENA BOSTON ASHBY
BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR2.501.20Yes (X)$6,500$0$0Yes (X)
MECHELE JOHNSON
BOARD VICE CHAIR1.200.60Yes (X)$3,500$0$0Yes (X)
DAVID SAEZ
BOARD TREASURER/FINANCE COMMITTEE CHAIR1.200.60Yes (X)$3,500$0$0Yes (X)
CORINNE SAMS
BOARD SECRETARY1.200.60Yes (X)$3,500$0$0Yes (X)
EDDIE MELENDREZ
BOARD MEMBER/GOVERNANCE COMMITTEE CHAIR0.700.40$3,500$0$0Yes (X)
JASON MCNEAL GRAHAM
BOARD MEMBER0.700.40$2,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$653,682TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$126,268TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANCING HEARTS CONSULTING LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line161725 BROKEN TOP DRIVEAddressLine1Txt
CityBENDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97702ZIPCd
FieldValueIRS element (for citing)
ServicesPROGRAM CONSULTINGServicesDesc
Compensation$643,420CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,047,600AllOtherContributionsAmt
Total Contributions$1,047,600TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$906,632TotalRevenueColumnAmt
Exclusion$906,632ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$767,885RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$747,645RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$20,240RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,240TotalRevenueColumnAmt
Exclusion$20,240ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$357,040SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$172,196SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$184,844SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,844TotalRevenueColumnAmt
Exclusion$184,844ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,159,316TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,111,716ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$351,057TotalAmt
Program Services$351,057ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$377,345TotalAmt
Program Services$273,463ProgramServicesAmt
Management And General$103,882ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$230,369TotalAmt
Program Services$181,711ProgramServicesAmt
Management And General$48,658ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,970TotalAmt
Program Services$22,065ProgramServicesAmt
Management And General$7,905ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,806TotalAmt
Program Services$16,295ProgramServicesAmt
Management And General$6,511ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,436TotalAmt
Program Services$33,534ProgramServicesAmt
Management And General$12,902ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,563TotalAmt
Program Services$13,563ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,026TotalAmt
Management And General$32,026ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$60,940TotalAmt
Program Services$60,940ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$113,573TotalAmt
Management And General$113,573ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$755,589TotalAmt
Program Services$722,912ProgramServicesAmt
Management And General$32,677ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,588TotalAmt
Program Services$8,123ProgramServicesAmt
Management And General$3,465ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$22,793TotalAmt
Program Services$20,707ProgramServicesAmt
Management And General$2,086ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$69,969TotalAmt
Program Services$54,020ProgramServicesAmt
Management And General$15,949ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,229TotalAmt
Program Services$20,152ProgramServicesAmt
Management And General$5,077ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$100,739TotalAmt
Program Services$93,801ProgramServicesAmt
Management And General$6,938ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,338TotalAmt
Program Services$3,349ProgramServicesAmt
Management And General$989ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,599TotalAmt
Management And General$7,599ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$61,744TotalAmt
Program Services$58,425ProgramServicesAmt
Management And General$3,319ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,337,673TotalAmt
Program Services$1,934,117ProgramServicesAmt
Management And General$403,556ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$150BOYAmt
EOY$150EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$938,716BOYAmt
EOY$980,837EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,059,270BOYAmt
EOY$1,146,168EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,548BOYAmt
EOY$1,388EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,224,799LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$504,244LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,840,411BOYAmt
EOY$3,720,555EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$31,277,518BOYAmt
EOY$31,408,740EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$28,632,271BOYAmt
EOY$30,438,666EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,069,349BOYAmt
EOY$991,212EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$66,827,233BOYAmt
EOY$68,687,716EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$137,894BOYAmt
EOY$177,189EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,056,000BOYAmt
EOY$888,500EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$435,806BOYAmt
EOY$243,739EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,629,700BOYAmt
EOY$1,309,428EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,234,419BOYAmt
EOY$66,937,660EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$963,114BOYAmt
EOY$440,628EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,197,533BOYAmt
EOY$67,378,288EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,827,233BOYAmt
EOY$68,687,716EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$178,357ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,251,612NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$107,500OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$5,000PoliticalExpendituresAmt
Internal Funds Contributed$5,000InternalFundsContributedAmt
Total Exempt Function Expend$5,000TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmt
FRIENDS OF DAN RAYFIELD
4806 NW VIOLA PLCORVALLISOR97330271422275$500
CAMPOS FOR OREGON
PO BOX 6536PORTLANDOR97228$500
COMMITTEE TO ELECT CHARLIE CONRAD
PO BOX 23696TIGARDOR97281$500
FRIENDS OF ANDREA VALDERRAMA
PO BOX 42307PORTLANDOR97242$500
FRIENDS OF ELIZABETH STEINER
PO BOX 42307PORTLANDOR97242900821006$500
FRIENDS OF JULIE FAHEY
PO BOX 12278EUGENEOR97440$500
FRIENDS OF KAYSE JAMA
PO BOX 42307PORTLANDOR97242$500
FRIENDS OF ROB WAGNER
PO BOX 1893LAKE OSWEGOOR97035$500
KATE LIEBER FOR STATE SENATE
PO BOX 42307PORTLANDOR97242$500
TAWNA SANCHEZ FOR OREGON
PO BOX 42307PORTLANDOR97242811409527$500

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$957,000InvestmentCostOrOtherBasisAmt
Book Value$957,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$2,631,007InvestmentCostOrOtherBasisAmt
Book Value$2,631,007BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$53,035InvestmentCostOrOtherBasisAmt
Book Value$53,035BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$13,798InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$514,648OtherCostOrOtherBasisAmt
Depreciation$489,744DepreciationAmt
Book Value$38,702BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$21,508InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$33,803OtherCostOrOtherBasisAmt
Depreciation$14,500DepreciationAmt
Book Value$40,811BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,720,555TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$30,438,666BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$30,438,666TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$243,739Amt
FieldValueIRS element (for citing)
Total Liability$243,739TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BASIC RIGHTS OREGON
PO BOX 40625PORTLANDOR97240931108531501(C)(4)$6,000$0GENERAL SUPPORT; EVENT SPONSORSHIP
BUILDING POWER FOR COMMUNITIES OF COLOR
221 NW 2ND AVE SUITE 303PORTLANDOR97209830909798501(C)(4)$101,500$0GENERAL SUPPORT; EVENT SPONSORSHIP
PENDLETON COMMUNITY ACTION COALITION
PO BOX 1762PENDLETONOR97801873740819501(C)(3)$5,500$0GENERAL SUPPORT; EVENT SPONSORSHIP
PORTLAND FOR ALL
PO BOX 11882PORTLANDOR97211933347301501(C)(4)$10,000$0GENERAL SUPPORT
PRIDE FOUNDATION
2014 E MADISON ST 300SEATTLEWA98122911325007501(C)(3)$14,557$0GENERAL SUPPORT
SAFETY & JUSTICE OREGON
221 NW 2ND AVE SUITE 209PORTLANDOR97209300457438501(C)(4)$30,000$0GENERAL SUPPORT
SEEDING JUSTICE
PO BOX 12489PORTLANDOR97212930691187501(C)(3)$5,500$0GENERAL SUPPORT; EVENT SPONSORSHIP
STREET ROOTS
211 NW DAVIS STPORTLANDOR97209931271399501(C)(3)$10,000$0GENERAL SUPPORT
URBAN LEAGUE OF PORTLAND
10 N RUSSELL STPORTLANDOR97227930395590501(C)(3)$30,000$0PROJECT SUPPORT
WESTERN STATES CENTER
3519 NE 15TH AVEPORTLANDOR97212930952137501(C)(3)$7,500$0PROJECT SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCLEARLY COMMUNICATE GRANT REQUIREMENTS AND RESTRICTIONS AT THE TIME OF AWARD. FOR PROJECT GRANTS AND LARGE GENERAL SUPPORT GRANTS, REQUIRE GRANT REPORTS ANNUALLY DURING THE GRANT TERM. GRANT REPORTS INCLUDE NARRATIVE PROJECT UPDATES AND FINANCIAL INFORMATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JESSE BEASON
PRESIDENT & CEO$225,180$0$0$0$0$0$25,902$7,848$1,570$481$252,652$8,329$0$0
ANITA RODGERS
DIRECTOR OF FINANCE & OPERATIONS$149,193$0$0$0$0$0$10,268$13,466$4,199$5,496$163,660$18,962$0$0
JENNIFER MATHESON
DIRECTOR OF PROGRAMS$155,489$0$0$0$0$0$10,019$13,831$3,859$5,336$169,367$19,167$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationBOARD APPROVES AN AGGREGATE PERCENTAGE INCREASE FOR THE ORGANIZATION AND THE PRESIDENT MAKES INDIVIDUAL COMPENSATION DECISIONS. THE PRESIDENTS COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE-CHAIR, SECRETARY, AND TREASURER. IT HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD ON TIME-SENSITIVE ISSUES BETWEEN BOARD MEETINGS AND REPORT TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE HAS DELEGATED AUTHORITY AND WILL REVIEW AND APPROVE BEFORE 990 FILING. A COPY IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS AND STAFF WITH BOARD DESIGNATED DECISION MAKING AUTHORITY ARE COVERED UNDER THE POLICY AND REQUIRED AT THE BEGINNING OF EACH YEAR DECLARE ALL POTENTIAL CONFLICTS. THESE ARE THEN MONITORED AGAINST POTENTIAL GRANTEES AND SERVICE PROVIDERS, ANY CONFLICTS THAT ARISE ARE THEN REFERRED TO THE BOARD CHAIR FOR OVERSIGHT AND THE CONFLICTED INDIVIDUAL IS REMOVED FROM ANY DECISION MAKING CAPACITY IN REGARDS TO THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION RANGES FOR EACH POSITION ARE REVIEWED ANNUALLY AND COMPARED TO MARKET EVERY TWO TO THREE YEARS. LAST MARKET COMPARISON DONE IN FEBRUARY 2022. BOARD APPROVES OVERALL BUDGET AND COMPENSATION RANGE FOR PRESIDENT. PRESIDENT'S SPECIFIC COMPENSATION DETERMINED BY EXECUTIVE COMMITTEE. PRESIDENT MAKES ALL OTHER INDIVIDUAL COMPENSATION DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON NORTHWEST HEALTH FOUNDATION'S WEBSITE. 990'S ARE AVAILABLE TO GUIDESTAR AND ARE AVAILABLE FOR REVIEW AT THE FOUNDATION'S OFFICES.
FORM 990, PART IX, LINE 11GCONSULTING: PROGRAM SERVICE EXPENSES 722,912. MANAGEMENT AND GENERAL EXPENSES 32,677. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 755,589.
FORM 990, PART XI, LINE 9:RETURNED GRANTS 107,500.
PART XII LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1PHILANTHROPHY CENTER LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NW SECOND AVE SUITE 300AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd
FieldValueIRS element (for citing)
EIN261778747EIN
Primary ActivitiesREAL ESTATE HOLDING COMPANYPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Total Income$767,885TotalIncomeAmt
End Of Year Assets$4,216,470EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST HEALTH FOUNDATIONBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NORTHWEST HEALTH FOUNDATION FUND IIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 NW SECOND AVE SUITE 300AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd
FieldValueIRS element (for citing)
EIN931293344EIN
Primary ActivitiesTO BUILD CAPACITY AND FORM STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH.PrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NORTHWEST HEALTH FOUNDATION II
C$327,600CASH
NORTHWEST HEALTH FOUNDATION II
Q$1,086,154CASH & ACCRUAL

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