NORTHWEST HEALTH FOUNDATION FUND II: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORTHWEST HEALTH FOUNDATION FUND II (EIN 93-1293344)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349305388
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T18:28:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931293344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST HEALTH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FUND II | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 5032201955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NW SECOND AVENUE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA RODGERS | PersonNm |
| Person Title | DIRECTOR OF FINANCE & OPER. | PersonTitleTxt |
| Phone | 5032201945 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JESSE BEASON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NW SECOND AVENUE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,071,366 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD CAPACITY AND FORM STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,259,239 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,624,490 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,502 | PYInvestmentIncomeAmt |
| CY Investment Income | $446,876 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,325,741 | PYTotalRevenueAmt |
| CY Total Revenue | $2,071,366 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,341,178 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,278,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $454,243 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $666,183 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $74 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $646,359 | PYOtherExpensesAmt |
| CY Other Expenses | $1,543,254 | CYOtherExpensesAmt |
| PY Total Expenses | $2,441,780 | PYTotalExpensesAmt |
| CY Total Expenses | $8,488,037 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,883,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,416,671 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,221,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,951,889 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,545,278 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,409,985 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,676,463 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,541,904 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BY BUILDING CAPACITY AND FORMING STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH, WE ARE FURTHERING OUR VISION OF GIVING EVERY PERSON THE OPPORTUNITY TO LEAD A HEALTHY LIFE. FROM DONOR-ADVISED FUNDS TO CO-INVESTMENT PARTNERSHIPS, (CONTINUED ON SCHEDULE O)WE HELP DEVELOP TARGETED PROGRAMS THAT ACHIEVE RESULTS AND IMPROVE HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $231,439 | ExpenseAmt |
| Grant | $9,000 | GrantAmt |
| Desc | NORTHWEST HEALTH FOUNDATION FUND II'S (NWHF FUND II) CIVIC HEALTH INITIATIVE PROVIDES PROJECT SPECIFIC 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,629,661 | ExpenseAmt |
| Grant | $5,561,000 | GrantAmt |
| Desc | THE JUSTICE REINVESTMENT EQUITY PROGRAM (JREP) SEEKS TO REDUCE INCARCERATION, PROMOTE HEALING FOR SURVIVORS OF VIOLENCE, AND ADVANCE COMMUNITY SAFETY IN OREGON. JREP INVESTS IN CULTURALLY SPECIFIC ORGANIZATIONS AND CULTURALLY RESPONSIVE PROVIDERS THAT SERVE THE COMMUNITIES MOST HARMED AND LEAST HELPED BY THE CRIMINAL LEGAL SYSTEM, INCLUDING BLACK, INDIGENOUS, LATINX, PACIFIC ISLANDER, AND OTHER COMMUNITIES OF COLOR. JREP PROVIDES GROUPS WITH PROJECT SPECIFIC GRANTS AND ACCESS TO A ROBUST CAPACITY-BUILDING PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,942 | ExpenseAmt |
| Grant | $4,000 | GrantAmt |
| Desc | NORTHWEST HEALTH FOUNDATION FUND II (NWHF FUND II) MANAGES THE ADVANCING DISABILITY JUSTICE PROGRAM, A COLLABORATION WITH OTHER DONORS TO SUPPORT ORGANIZATIONS WITH GRANTS AND CAPACITY BUILDING TO SUPPORT THE LEADERSHIP OF PEOPLE WITH DISABILITIES AND TO BUILD COMMUNITY CONNECTIONS AND ADDRESS ABLEISM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,467,171 | ExpenseAmt |
| Grant | $704,600 | GrantAmt |
| Desc | OTHER PROGRAMS: NWHF FUND II MANAGED MULTIPLE FUNDS FOCUSING ON CIVIC ENGAGEMENT, HEALTH POLICY, HEALTH AND EDUCATION, AND HEALTH AND ECONOMIC OPPORTUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,467,171 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $704,600 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,359,213 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANITA RODGERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032201945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NW SECOND AVE SUITE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JESSE BEASON | |||||||||
| PRESIDENT & CEO | 9.30 | 30.70 | Yes (X) | $0 | $225,180 | $35,801 | |||
| ANITA RODGERS | |||||||||
| DIRECTOR OF FINANCE & OPERATIONS | 17.10 | 22.90 | Yes (X) | $0 | $149,193 | $28,771 | |||
| JENNIFER MATHESON | |||||||||
| DIRECTOR OF PROGRAMS | 23.20 | 16.80 | $0 | $155,489 | $33,045 | Yes (X) | |||
| FELICITA MONTEBLANCO | |||||||||
| PUBLIC AFFAIRS MANAGER | 3.00 | 37.00 | $0 | $101,320 | $23,993 | Yes (X) | |||
| CYREENA BOSTON ASHBY | |||||||||
| BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR | 1.20 | 2.50 | Yes (X) | $0 | $6,500 | $0 | Yes (X) | ||
| MECHELE JOHNSON | |||||||||
| BOARD VICE CHAIR | 0.60 | 1.20 | Yes (X) | $0 | $3,500 | $0 | Yes (X) | ||
| DAVID SAEZ | |||||||||
| BOARD TREASURER/FINANCE COMMITTEE CHAIR | 0.60 | 1.20 | Yes (X) | $0 | $3,500 | $0 | Yes (X) | ||
| CORINNE SAMS | |||||||||
| BOARD SECRETARY | 0.60 | 1.20 | Yes (X) | $0 | $3,500 | $0 | Yes (X) | ||
| EDDIE MELENDREZ | |||||||||
| BOARD MEMBER/GOVERNANCE COMMITTEE CHAIR | 0.40 | 0.70 | $0 | $3,500 | $0 | Yes (X) | |||
| JASON MCNEAL GRAHAM | |||||||||
| BOARD MEMBER | 0.40 | 0.70 | $0 | $2,000 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $653,682 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,610 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LATINO COALITION FOR COMMUNITY LEADERSHI | |||||
| 1201 24TH ST STE B110-389 | BAKERSFIELD | CA | 93301 | PROGRAM CONSULTING | $700,000 |
| PORTLAND STATE UNIVERSITY | |||||
| PO BOX 751 MAIL CODE SPA | PORTLAND | OR | 97207 | PROGRAM CONSULTING | $113,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $143,369 | GovernmentGrantsAmt |
| All Other Contributions | $1,481,121 | AllOtherContributionsAmt |
| Total Contributions | $1,624,490 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $446,876 | TotalRevenueColumnAmt |
| Exclusion | $446,876 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,071,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $446,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,278,600 | TotalAmt |
| Program Services | $6,278,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,971 | TotalAmt |
| Program Services | $169,906 | ProgramServicesAmt |
| Management And General | $96,065 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,850 | TotalAmt |
| Program Services | $240,296 | ProgramServicesAmt |
| Management And General | $49,554 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,621 | TotalAmt |
| Program Services | $29,598 | ProgramServicesAmt |
| Management And General | $6,023 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,069 | TotalAmt |
| Program Services | $25,546 | ProgramServicesAmt |
| Management And General | $5,523 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,672 | TotalAmt |
| Program Services | $32,799 | ProgramServicesAmt |
| Management And General | $10,873 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600 | TotalAmt |
| Program Services | $3,600 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,831 | TotalAmt |
| Management And General | $16,831 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,974 | TotalAmt |
| Management And General | $23,974 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,059 | TotalAmt |
| Program Services | $1,181,569 | ProgramServicesAmt |
| Management And General | $30,490 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,093 | TotalAmt |
| Program Services | $7,869 | ProgramServicesAmt |
| Management And General | $2,224 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,747 | TotalAmt |
| Program Services | $19,274 | ProgramServicesAmt |
| Management And General | $1,473 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,864 | TotalAmt |
| Program Services | $61,958 | ProgramServicesAmt |
| Management And General | $16,906 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,399 | TotalAmt |
| Program Services | $8,256 | ProgramServicesAmt |
| Management And General | $2,143 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,963 | TotalAmt |
| Program Services | $138,683 | ProgramServicesAmt |
| Management And General | $4,206 | ManagementAndGeneralAmt |
| Fundraising | $74 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,659 | TotalAmt |
| Program Services | $3,660 | ProgramServicesAmt |
| Management And General | $999 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,703 | TotalAmt |
| Management And General | $7,703 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,362 | TotalAmt |
| Program Services | $157,599 | ProgramServicesAmt |
| Management And General | -$146,237 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,488,037 | TotalAmt |
| Program Services | $8,359,213 | ProgramServicesAmt |
| Management And General | $128,750 | ManagementAndGeneralAmt |
| Fundraising | $74 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50 | BOYAmt |
| EOY | $50 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,367,265 | BOYAmt |
| EOY | $12,111,433 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,350,000 | BOYAmt |
| EOY | $12,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,915 | BOYAmt |
| EOY | $65,349 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,475 | BOYAmt |
| EOY | $225 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,445,036 | BOYAmt |
| EOY | $2,762,832 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,221,741 | BOYAmt |
| EOY | $14,951,889 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,353 | BOYAmt |
| EOY | $76,876 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,500 | BOYAmt |
| EOY | $4,888,157 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,360 | BOYAmt |
| EOY | $164,720 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,065 | BOYAmt |
| EOY | $280,232 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,278 | BOYAmt |
| EOY | $5,409,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,089 | BOYAmt |
| EOY | $1,945,979 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,327,374 | BOYAmt |
| EOY | $7,595,925 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,676,463 | BOYAmt |
| EOY | $9,541,904 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,221,741 | BOYAmt |
| EOY | $14,951,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,416,671 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $250,612 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $31,500 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $931,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,218,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,015,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,259,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,624,490 | CurrentTaxYearAmt |
| Total | $19,049,407 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $931,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,218,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,015,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,259,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,624,490 | CurrentTaxYearAmt |
| Total | $19,049,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,022,392 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,027,015 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $446,876 | CurrentTaxYearAmt |
| Total | $712,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,762,317 | TotalSupportAmt |
| Public Support CY170 | 0.76040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $165,943 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $165,943 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 4 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,646 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $340,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,528,095 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,820,986 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $300,933 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,657 | AdministrativeExpensesAmt |
| End Year Balance | $2,108,262 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,092,339 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$249,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,399 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,692 | AdministrativeExpensesAmt |
| End Year Balance | $1,820,986 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,953,092 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $153,895 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14,648 | AdministrativeExpensesAmt |
| End Year Balance | $2,092,339 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,884,466 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $166,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $83,504 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $14,132 | AdministrativeExpensesAmt |
| End Year Balance | $1,953,092 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,488,711 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $265,424 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$141,931 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,600 | AdministrativeExpensesAmt |
| End Year Balance | $1,884,466 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO NORTHWEST HEALTH FOUNDATION | Desc |
| Amt | $280,232 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $280,232 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FUNDS WILL BE USED TO SUSTAIN A PROGRAM OF RESEARCH AIMED AT ELIMINATING HEALTH DISPARITIES AND IMPROVING HEALTH AMONG ALL THE MEMBERS OF OUR COMMUNITIES. |
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BEYOND THESE WALLS | ||||||||
| PO BOX 13006 | PORTLAND | OR | 97213 | 851037488 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| CENTRAL CITY CONCERN INC | ||||||||
| 232 NW 6TH AVE | PORTLAND | OR | 97209 | 930728816 | 501(C)(3) | $225,000 | $0 | PROJECT SUPPORT |
| CLACKAMAS WOMEN'S SERVICES | ||||||||
| 256 WARNER MILNE RD | OREGON CITY | OR | 97045 | 930900119 | 501(C)(3) | $225,000 | $0 | PROJECT SUPPORT |
| CONSTRUCTING HOPE PRE-APPRENTICESHIP PROGRAM | ||||||||
| 405 NE CHURCH ST | PORTLAND | OR | 97211 | 931155647 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| FISCAL SPONSOR SIDE PROJECT INC FOR DISABILITY JUSTICE DREAMING | ||||||||
| 2635 OLD OKEECHOBEE RD | WEST PALM BEACH | FL | 33409 | 460769403 | 501(C)(3) | $13,000 | $0 | CORE SUPPORT FOR A FISCALLY SPONSORED PROJECT |
| HOLLA | ||||||||
| 14513 SE STARK ST | PORTLAND | OR | 97233 | 931311456 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM INC | ||||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | 943110224 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| KLAMATH TRIBAL HEALTH & FAMILY SERVICES | ||||||||
| 3949 S 6TH ST | KLAMATH FALLS | OR | 97601 | 931071748 | TRIBAL GOVERNMENT | $11,000 | $0 | PROJECT SUPPORT |
| LATINO NETWORK | ||||||||
| 410 NE 18TH AVE | PORTLAND | OR | 97232 | 731675402 | 501(C)(3) | $235,000 | $0 | PROJECT SUPPORT |
| LOVE IS STRONGER GV | ||||||||
| PO 11842 | PORTLAND | OR | 97211 | 871719002 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| MANO A MANO | ||||||||
| 2921 SADDLE CLUB ST SE 1009 | SALEM | OR | 97317 | 930992858 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| NONPROFIT ASSOCIATION OF OREGON | ||||||||
| 4800 S MACADAM AVE SUITE 325 | PORTLAND | OR | 97239 | 930685385 | 501(C)(3) | $27,000 | $0 | GENERAL SUPPORT |
| NORTHWEST HEALTH FOUNDATION | ||||||||
| 221 NW 2ND AVE SUITE 300 | PORTLAND | OR | 97209 | 911854545 | 501(C)(4) | $327,600 | $0 | PROJECT SUPPORT |
| FISCAL SPONSOR FAMILY NURTURING CENTER FOR OREGON HEALTH AND EDUCATION COL | ||||||||
| 212 N OAKDALE AVE | MEDFORD | OR | 97501 | 161726574 | 501(C)(3) | $250,000 | $0 | CORE SUPPORT FOR A FISCALLY SPONSORED PROJECT |
| OREGON HEALTH AND EDUCATION COLLABORATIVE | ||||||||
| PO BOX 2466 | WILSONVILLE | OR | 97070 | 882968875 | 501(C)(3) | $65,000 | $0 | PROJECT SUPPORT |
| OREGON SCHOOL BASED HEALTH ALLIANCE | ||||||||
| 401 NE 19TH AVE SUITE 200 | PORTLAND | OR | 97232 | 364588657 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| OREGON WASHINGTON HEALTH NETWORK | ||||||||
| 200 SE HAILEY AVE SUITE 204 | PENDLETON | OR | 97801 | 825470606 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| FISCAL SPONSOR BETTER TOGETHER CENTRAL OREGON FOR PAPALAXSIMISHA | ||||||||
| 2804 SW 6TH ST | REDMOND | OR | 97756 | 472747562 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| RED LODGE TRANSITION SERVICES | ||||||||
| PO BOX 55157 | PORTLAND | OR | 97238 | 208341064 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| STRONGHOLD A CULTURALLY RESPONSIVE PEER SUPPORT PROGRAM | ||||||||
| PO BOX 431 | CHILOQUIN | OR | 97624 | 851536106 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| TAYAS YAWKS | ||||||||
| 3206 ONYX AVE | KLAMATH FALLS | OR | 97603 | 930779478 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| THE HARBOR INC | ||||||||
| PO BOX 1342 | ASTORIA | OR | 97103 | 930691750 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| UNA VOZ | ||||||||
| PO BOX 262 | EAGLE POINT | OR | 97524 | 264772932 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| UTOPIA PDX - UNITED TERRITORIES OF PACIFIC ISLANDERS ALLIANCE PORTLAND | ||||||||
| 7535 NE AMBASSADOR PL SUITE F | PORTLAND | OR | 97220 | 822838257 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| WOMENFIRST TRANSITION REFERRAL CENTER | ||||||||
| 21440 SE STARK ST | GRESHAM | OR | 97030 | 208394927 | 501(C)(3) | $325,000 | $0 | PROJECT SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JESSE BEASON | ||||||||||||||
| PRESIDENT & CEO | $0 | $225,180 | $0 | $0 | $0 | $0 | $7,848 | $25,902 | $481 | $1,570 | $8,329 | $252,652 | $0 | $0 |
| ANITA RODGERS | ||||||||||||||
| DIRECTOR OF FINANCE & OPERATIONS | $0 | $149,193 | $0 | $0 | $0 | $0 | $10,154 | $10,268 | $4,150 | $4,199 | $14,304 | $163,660 | $0 | $0 |
| JENNIFER MATHESON | ||||||||||||||
| DIRECTOR OF PROGRAMS | $0 | $155,489 | $0 | $0 | $0 | $0 | $13,831 | $10,019 | $5,336 | $3,859 | $19,167 | $169,367 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 FILING IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE ORGANIZATION PRIOR TO 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 BY THE POLICY AND REQUIRED TO DECLARE AT THE BEGINNING OF EACH YEAR 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 FEBRUARLY 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 OUR WEBSITE. 990'S ARE AVAILABLE TO GUIDESTAR AND ARE AVAILABLE FOR REVIEW AT THE FOUNDATION'S OFFICES. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,181,569. MANAGEMENT AND GENERAL EXPENSES 30,490. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,212,059. |
| FORM 990, PART XI, LINE 9: | RETURNED GRANTS 31,500. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST HEALTH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 NW SEOCND AVE SUITE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911854545 | EIN |
| Primary Activities | TO ADVANCE AND SUPPORT THE HEALTH OF THE PEOPLE OF OREGON & SW WASHINGTON | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NORTHWEST HEALTH FOUNDATION | ||
| P | $1,086,154 | CASH |
| NORTHWEST HEALTH FOUNDATION | ||
| B | $327,600 | CASH & ACCRUAL |