2024-11-11T18:28:31-06:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 911854545 NORTHWEST HEALTH FOUNDATION NORT 5032201955 221 NW SECOND AVENUE 300 PORTLAND OR 97209 ANITA RODGERS DIRECTOR OF FINANCE & OPER. 5032201955 2024-11-11 1 0 SANG AHN P00540880 5032270581 2023 2024-10-15 13:58:12Z JESSE BEASON 221 NW SECOND AVENUE 300 PORTLAND OR 97209 3079157 0 X WWW.NWHF.ORG X 1997 OR TO ADVANCE AND SUPPORT THE HEALTH OF THE PEOPLE OF OREGON AND SOUTHWEST WASHINGTON. 6 6 13 0 0 0 1150858 1047600 0 0 782826 1091476 -33721 20240 1899963 2159316 2556292 351057 0 0 661502 706926 0 0 0 1146434 1279690 4364228 2337673 -2464265 -178357 66827233 68687716 2629700 1309428 64197533 67378288 NORTHWEST 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. 0 0 1343352 124000 NORTHWEST 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. 432322 227057 NORTHWEST 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. 158443 NONPROFIT 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. 1934117 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 24 0 13 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ANITA RODGERS 5032201945 221 NW SECOND AVENUE SUITE 300 PORTLAND OR 97209 JESSE BEASON PRESIDENT & CEO 30.70 9.30 X 225180 0 35801 ANITA RODGERS DIRECTOR OF FINANCE & OPERATIONS 22.90 17.10 X 149193 0 33429 JENNIFER MATHESON DIRECTOR OF PROGRAMS 16.80 23.20 X 155489 0 33045 FELICITA MONTEBLANCO PUBLIC AFFAIRS MANAGER 37.00 3.00 X 101320 0 23993 CYREENA BOSTON ASHBY BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR 2.50 1.20 X X 6500 0 0 MECHELE JOHNSON BOARD VICE CHAIR 1.20 0.60 X X 3500 0 0 DAVID SAEZ BOARD TREASURER/FINANCE COMMITTEE CHAIR 1.20 0.60 X X 3500 0 0 CORINNE SAMS BOARD SECRETARY 1.20 0.60 X X 3500 0 0 EDDIE MELENDREZ BOARD MEMBER/GOVERNANCE COMMITTEE CHAIR 0.70 0.40 X 3500 0 0 JASON MCNEAL GRAHAM BOARD MEMBER 0.70 0.40 X 2000 0 0 653682 0 126268 4 0 1 0 DANCING HEARTS CONSULTING LLC 61725 BROKEN TOP DRIVE BEND OR 97702 PROGRAM CONSULTING 643420 1 1047600 1047600 906632 906632 767885 747645 20240 20240 20240 357040 172196 184844 184844 184844 2159316 0 0 1111716 X 351057 351057 377345 273463 103882 230369 181711 48658 29970 22065 7905 22806 16295 6511 46436 33534 12902 13563 13563 32026 32026 60940 60940 113573 113573 755589 722912 32677 11588 8123 3465 22793 20707 2086 69969 54020 15949 25229 20152 5077 100739 93801 6938 4338 3349 989 7599 7599 61744 58425 3319 2337673 1934117 403556 0 150 150 938716 980837 1059270 1146168 9548 1388 4224799 504244 3840411 3720555 31277518 31408740 28632271 30438666 1069349 991212 66827233 68687716 137894 177189 2056000 888500 435806 243739 2629700 1309428 X 63234419 66937660 963114 440628 64197533 67378288 66827233 68687716 X -178357 3251612 107500 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000 5000 5000 0 FRIENDS OF DAN RAYFIELD 4806 NW VIOLA PL CORVALLIS OR 97330 271422275 500 CAMPOS FOR OREGON PO BOX 6536 PORTLAND OR 97228 500 COMMITTEE TO ELECT CHARLIE CONRAD PO BOX 23696 TIGARD OR 97281 500 FRIENDS OF ANDREA VALDERRAMA PO BOX 42307 PORTLAND OR 97242 500 FRIENDS OF ELIZABETH STEINER PO BOX 42307 PORTLAND OR 97242 900821006 500 FRIENDS OF JULIE FAHEY PO BOX 12278 EUGENE OR 97440 500 FRIENDS OF KAYSE JAMA PO BOX 42307 PORTLAND OR 97242 500 FRIENDS OF ROB WAGNER PO BOX 1893 LAKE OSWEGO OR 97035 500 KATE LIEBER FOR STATE SENATE PO BOX 42307 PORTLAND OR 97242 500 TAWNA SANCHEZ FOR OREGON PO BOX 42307 PORTLAND OR 97242 811409527 500 957000 957000 2631007 2631007 53035 53035 13798 514648 489744 38702 21508 33803 14500 40811 3720555 LIMITED PARTNERSHIPS 30438666 F 30438666 OPERATING LEASE LIABILITY 243739 243739 X PART X, LINE 2: THE 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. 1 BASIC RIGHTS OREGON PO BOX 40625 PORTLAND OR 97240 931108531 501(C)(4) 6000 0 GENERAL SUPPORT; EVENT SPONSORSHIP BUILDING POWER FOR COMMUNITIES OF COLOR 221 NW 2ND AVE SUITE 303 PORTLAND OR 97209 830909798 501(C)(4) 101500 0 GENERAL SUPPORT; EVENT SPONSORSHIP PENDLETON COMMUNITY ACTION COALITION PO BOX 1762 PENDLETON OR 97801 873740819 501(C)(3) 5500 0 GENERAL SUPPORT; EVENT SPONSORSHIP PORTLAND FOR ALL PO BOX 11882 PORTLAND OR 97211 933347301 501(C)(4) 10000 0 GENERAL SUPPORT PRIDE FOUNDATION 2014 E MADISON ST 300 SEATTLE WA 98122 911325007 501(C)(3) 14557 0 GENERAL SUPPORT SAFETY & JUSTICE OREGON 221 NW 2ND AVE SUITE 209 PORTLAND OR 97209 300457438 501(C)(4) 30000 0 GENERAL SUPPORT SEEDING JUSTICE PO BOX 12489 PORTLAND OR 97212 930691187 501(C)(3) 5500 0 GENERAL SUPPORT; EVENT SPONSORSHIP STREET ROOTS 211 NW DAVIS ST PORTLAND OR 97209 931271399 501(C)(3) 10000 0 GENERAL SUPPORT URBAN LEAGUE OF PORTLAND 10 N RUSSELL ST PORTLAND OR 97227 930395590 501(C)(3) 30000 0 PROJECT SUPPORT WESTERN STATES CENTER 3519 NE 15TH AVE PORTLAND OR 97212 930952137 501(C)(3) 7500 0 PROJECT SUPPORT 6 4 PART I, LINE 2: CLEARLY 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. X X X 0 0 0 0 0 0 0 0 0 JESSE BEASON PRESIDENT & CEO 225180 0 0 0 0 0 25902 7848 1570 481 252652 8329 0 0 ANITA RODGERS DIRECTOR OF FINANCE & OPERATIONS 149193 0 0 0 0 0 10268 13466 4199 5496 163660 18962 0 0 JENNIFER MATHESON DIRECTOR OF PROGRAMS 155489 0 0 0 0 0 10019 13831 3859 5336 169367 19167 0 0 PART I, LINE 3 BOARD APPROVES AN AGGREGATE PERCENTAGE INCREASE FOR THE ORGANIZATION AND THE PRESIDENT MAKES INDIVIDUAL COMPENSATION DECISIONS. THE PRESIDENTS COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A THE 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 11B THE 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 12C ALL 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 15 COMPENSATION 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 19 AUDITED 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 11G CONSULTING: 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 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PHILANTHROPHY CENTER LLC 221 NW SECOND AVE SUITE 300 PORTLAND OR 97209 261778747 REAL ESTATE HOLDING COMPANY OR 767885 4216470 NORTHWEST HEALTH FOUNDATION NORTHWEST HEALTH FOUNDATION FUND II 221 NW SECOND AVE SUITE 300 PORTLAND OR 97209 931293344 TO BUILD CAPACITY AND FORM STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH. OR 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NORTHWEST HEALTH FOUNDATION II C 327600 CASH NORTHWEST HEALTH FOUNDATION II Q 1086154 CASH & ACCRUAL