HOUSECALL PROVIDERS PC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOUSECALL PROVIDERS PC (EIN 82-1663503)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202443139349304904
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T18:16:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 SW 5TH AVENUE SUITE 3800 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | 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 | 821663503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSECALL PROVIDERS PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 5034164100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 SW 5TH AVE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA K LEARN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5034161415 | PhoneNum |
| Signature | 2024-11-08 | 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 | DAVID M HIGHFILL | PreparerPersonNm |
| PTIN | P01517891 | PTIN |
| Phone | 5032216500 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| 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 | TERESA KENNEDY LEARN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 SW 5TH AVE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,591,336 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOUSECALLPROVIDERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | IMPROVING LIVES BY BRINGING HEALTH CARE HOME | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $311,159 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,843,855 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,591,336 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,155,014 | PYTotalRevenueAmt |
| CY Total Revenue | $9,591,336 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,228,682 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,764,158 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,066,491 | PYOtherExpensesAmt |
| CY Other Expenses | $821,303 | CYOtherExpensesAmt |
| PY Total Expenses | $10,295,173 | PYTotalExpensesAmt |
| CY Total Expenses | $11,585,461 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,140,159 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,994,125 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,856,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,919,671 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,237,313 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,294,805 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,618,991 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,624,866 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,936,574 | ExpenseAmt |
| Revenue | $9,591,336 | RevenueAmt |
| Desc | HOME-BASED PATIENT CARE REVENUE SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $9,936,574 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | Yes (1) | 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 | TERESA KENNEDY LEARN TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034161415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 SW 5TH AVENUE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| WOODRUFF J ENGLISH II | |||||||||
| BOARD OF DIRECTOR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| TAEKYUNG HAN | |||||||||
| BOARD OF DIRECTOR | 0.20 | 5.05 | Yes (X) | $0 | $0 | $0 | |||
| JOE HARDMAN | |||||||||
| BOARD OF DIRECTOR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW MENDENHALL | |||||||||
| BOARD OF DIRECTOR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| KATIE DRAGO | |||||||||
| BOARD CHAIR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MEGAN JENSEN | |||||||||
| BOARD OF DIRECTOR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| LORI DOLO-SCOTT | |||||||||
| BOARD OF DIRECTOR | 0.20 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| AMIT R SHAH | |||||||||
| BOARD VICE-CHAIR / PRESIDENT | 2.00 | 38.00 | Yes (X) | $0 | $583,540 | $59,017 | Yes (X) | ||
| TERESA K LEARN | |||||||||
| TREASURER | 0.20 | 39.80 | $0 | $398,421 | $48,676 | Yes (X) | |||
| JUDY M HA | |||||||||
| SECRETARY | 0.20 | 39.80 | $0 | $136,744 | $17,481 | Yes (X) | |||
| REBECCA RAMSAY | |||||||||
| VP, CHIEF ADMIN OFFICER | 24.00 | 16.00 | $0 | $323,460 | $71,487 | Yes (X) | |||
| PAMELA R MINER | |||||||||
| SR MEDICAL DIRECTOR - CLINICAL SVCES | 29.20 | 10.80 | $0 | $340,688 | $76,483 | Yes (X) | |||
| JEAN-CLAUDE KG PROVOST | |||||||||
| MEDICAL DIRECTOR - PRIMARY CARE | 40.00 | 0.00 | $0 | $234,338 | $36,230 | Yes (X) | |||
| BARBARA SUTTON | |||||||||
| NURSE PRACTITIONER - PRIMARY CARE | 40.00 | 0.00 | $0 | $163,867 | $28,538 | Yes (X) | |||
| MARIA B BUCIO | |||||||||
| NURSE PRACTITIONER - PRIMARY CARE | 40.00 | 0.00 | $0 | $156,958 | $31,510 | Yes (X) | |||
| PAGE G JOSSI | |||||||||
| PHYSICIAN - PRIMARY CARE | 40.00 | 0.00 | $0 | $186,495 | $37,159 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,524,511 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $406,581 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT REVENUE | 621620 | $8,833,201 | $8,833,201 |
| MANAGEMENT FEES | 541611 | $733,652 | $733,652 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,483 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,483 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,591,336 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,591,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,591,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,405,155 | TotalAmt |
| Program Services | $7,455,699 | ProgramServicesAmt |
| Management And General | $949,456 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,343 | TotalAmt |
| Program Services | $670,475 | ProgramServicesAmt |
| Management And General | $82,868 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,055 | TotalAmt |
| Program Services | $825,993 | ProgramServicesAmt |
| Management And General | $104,062 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,605 | TotalAmt |
| Program Services | $596,035 | ProgramServicesAmt |
| Management And General | $79,570 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,829 | TotalAmt |
| Management And General | $194,829 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,129 | TotalAmt |
| Program Services | $20,129 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,070 | TotalAmt |
| Program Services | $51,316 | ProgramServicesAmt |
| Management And General | $3,754 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,843 | TotalAmt |
| Program Services | $37,380 | ProgramServicesAmt |
| Management And General | $171,463 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,786 | TotalAmt |
| Program Services | $99,507 | ProgramServicesAmt |
| Management And General | $7,279 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,564 | TotalAmt |
| Program Services | $85,564 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,063 | TotalAmt |
| Program Services | $21,063 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310 | TotalAmt |
| Program Services | $310 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,606 | TotalAmt |
| Management And General | $55,606 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $40,547 | $40,547 |
| PATIENT RELATED EXPENSE | $17,569 | $17,569 |
| OTHER EXPENSES | $14,987 | $14,987 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,585,461 | TotalAmt |
| Program Services | $9,936,574 | ProgramServicesAmt |
| Management And General | $1,648,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,174,331 | BOYAmt |
| EOY | $2,976,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,658 | BOYAmt |
| EOY | $137,551 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,888 | BOYAmt |
| EOY | $26,527 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,427 | BOYAmt |
| EOY | $779,475 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,856,304 | BOYAmt |
| EOY | $3,919,671 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,467 | BOYAmt |
| EOY | $9,843 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,387 | BOYAmt |
| EOY | $88,834 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,459 | BOYAmt |
| EOY | $2,196,128 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,313 | BOYAmt |
| EOY | $2,294,805 | 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 | $1,404,237 | BOYAmt |
| EOY | $1,624,866 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,754 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,618,991 | BOYAmt |
| EOY | $1,624,866 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,856,304 | BOYAmt |
| EOY | $3,919,671 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,994,125 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,000,000 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $201,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $311,159 | CurrentTaxYearMinus1YearAmt |
| Total | $512,685 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,353,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,375,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,035,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,180,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,857,684 | CurrentTaxYearAmt |
| Total | $32,802,345 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $652,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $688,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $589,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $663,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $733,652 | CurrentTaxYearAmt |
| Total | $3,328,760 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,006,442 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,064,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,826,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,155,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,591,336 | CurrentTaxYearAmt |
| Total | $36,643,790 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $36,643,790 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,006,442 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,064,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,826,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,155,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,591,336 | CurrentTaxYearAmt |
| Total | $36,643,790 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLES | Desc |
| Book Value | $779,475 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $779,475 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY LIABILITIES | Desc |
| Amt | $2,196,128 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,196,128 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INTERNAL REVENUE SERVICE HAS RECOGNIZED CAREOREGON AND ITS SUBSIDIARIES AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INTEREST EXPENSE AND OTHER ADMINISTRATIVE EXPENSES, RESPECTIVELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMIT R SHAH | ||||||||||||||
| BOARD VICE-CHAIR / PRESIDENT | $0 | $487,225 | $0 | $96,315 | $0 | $0 | $0 | $28,950 | $0 | $30,067 | $0 | $642,557 | $0 | $0 |
| TERESA K LEARN | ||||||||||||||
| TREASURER | $0 | $331,737 | $0 | $66,684 | $0 | $0 | $0 | $26,785 | $0 | $21,891 | $0 | $447,097 | $0 | $0 |
| PAMELA R MINER | ||||||||||||||
| SR MEDICAL DIRECTOR - CLINICAL SVCES | $0 | $293,177 | $0 | $47,011 | $0 | $500 | $0 | $28,950 | $0 | $47,533 | $0 | $417,171 | $0 | $0 |
| REBECCA RAMSAY | ||||||||||||||
| VP, CHIEF ADMIN OFFICER | $0 | $280,680 | $0 | $42,675 | $0 | $105 | $0 | $27,035 | $0 | $44,452 | $0 | $394,947 | $0 | $0 |
| JEAN-CLAUDE KG PROVOST | ||||||||||||||
| MEDICAL DIRECTOR - PRIMARY CARE | $0 | $210,261 | $0 | $19,875 | $0 | $4,202 | $0 | $20,715 | $0 | $15,515 | $0 | $270,568 | $0 | $0 |
| PAGE G JOSSI | ||||||||||||||
| PHYSICIAN - PRIMARY CARE | $0 | $176,760 | $0 | $8,765 | $0 | $970 | $0 | $17,029 | $0 | $20,130 | $0 | $223,654 | $0 | $0 |
| BARBARA SUTTON | ||||||||||||||
| NURSE PRACTITIONER - PRIMARY CARE | $0 | $151,811 | $0 | $7,980 | $0 | $4,076 | $0 | $14,917 | $0 | $13,621 | $0 | $192,405 | $0 | $0 |
| MARIA B BUCIO | ||||||||||||||
| NURSE PRACTITIONER - PRIMARY CARE | $0 | $146,276 | $0 | $7,407 | $0 | $3,275 | $0 | $14,395 | $0 | $17,115 | $0 | $188,468 | $0 | $0 |
| JUDY M HA | ||||||||||||||
| SECRETARY | $0 | $129,365 | $0 | $7,264 | $0 | $115 | $0 | $12,296 | $0 | $5,185 | $0 | $154,225 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSECALL PROVIDERS REIMBURSED LIFESTYLE SPENDING AND WELLNESS SPENDING FOR PAMELA MINER, REBECCA RAMSAY, JEAN-CLAUDE PROVOST, PAGE JOSSI & MARIA BUCIO IN THE AMOUNT OF $500, $105, $830, $124 & $932.82 RESPECTIVELY. THIS REIMBURSEMENT WAS INCLUDED AS TAXABLE COMPENSATION TO THESE PARTIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III LINE 1, ORGANIZATION'S MISSION | HOUSECALL PROVIDERS'S MISSION IS TO IMPROVE LIVES BY BRINGING HEALTH CARE HOME. WE ARE DEDICATED TO SUSTAINABLY TRANSFORM HOME-BASED MEDICINE SO ALL HOMEBOUND ADULTS AND THOSE LIVING WITH SERIOUS ILLNESS HAVE ACCESS TO THE CARE THAT IMPROVES THEIR QUALITY OF LIFE. WE PROVIDE QUALITY HOME-CENTERED MEDICAL CARE, INTEGRATING PRIMARY, PALLIATIVE AND HOSPICE SERVICES FOR HOMEBOUND PATIENTS OF OUR COMMUNITY. WE OFFER COMPASSIONATE PHYSICAL, EMOTIONAL AND SPIRITUAL SUPPORT THROUGH LIFE'S JOURNEY. WE EMBRACE THE DIVERSITY OF OUR PATIENTS, EMPLOYEES AND THOSE WHO CARE FOR THEM. THROUGH AWARENESS AND ADVOCACY, WE ARE WORKING TO CREATE HEALTH EQUITY BY RECOGNIZING AND REDUCING BARRIERS THAT AFFECT NON-DOMINANT GROUPS WITHIN HOUSECALL PROVIDERS AND OUT COMMUNITY AT LARGE. CAREOREGON (THE PARENT) IS A MEDICAID MANAGED HEALTHCARE PLAN THAT PROVIDES HEALTHCARE SERVICES TO MEMBERS WHO ARE ENROLLED IN THE OREGON HEALTH PLAN, WHICH IS ADMINISTERED BY THE OREGON HEALTH AUTHORITY (OHA) OF THE STATE OF OREGON'S DEPARTMENT OF HUMAN SERVICES. THE PARENT IS A STATE OF OREGON CHARITABLE NONPROFIT PUBLIC BENEFIT CORPORATION ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, MAKING DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE PARENT'S VISION IS HEALTHY COMMUNITIES FOR ALL INDIVIDUALS REGARDLESS OF INCOME OR SOCIAL CIRCUMSTANCES. CAREOREGON'S MISSION IS TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH. CAREOREGON PROVIDES MANAGED CARE SERVICES TO APPROXIMATELY 516,000 OREGON HEALTH PLAN (MEDICAID) MEMBERS. HOUSECALL PROVIDERS MAINTAINS A MANAGEMENT AGREEMENT WITH THE PARENT. UNDER THE TERMS OF THIS MANAGEMENT AGREEMENT, WE UTILIZE THE PARENT'S PERSONNEL, OFFICE SPACE, EQUIPMENT, COMPUTER SYSTEMS, SOFTWARE, AND OPERATING METHODOLOGIES TO MANAGE OUR BUSINESS. |
| PART III LINE 4A | SINCE 1995, HOUSECALL PROVIDERS HAVE BEEN THE SOLUTION FOR COMMUNITY MEMBERS WHOSE MEDICAL NEEDS COULD NOT BE MET IN A TRADITIONAL CLINICAL SETTING. THESE CHRONICALLY ILL PEOPLE, MANY OF WHOM ARE HOMEBOUND, ARE OFTEN FORCED TO RELY ON EMERGENCY ROOM VISITS AND HOSPITALIZATIONS TO MANAGE THEIR MULTIPLE CHRONIC ILLNESSES. THESE TRIPS TAKE THEIR TOLL ON AN ALREADY OVER-BURDENED BODY AND ARE INCREDIBLY COSTLY TO OUR HEALTH CARE SYSTEM. THE PRIMARY CARE TEAM INCLUDES NURSES, SOCIAL WORKERS, OUTREACH SPECIALISTS, A CHAPLAIN, AND A PHARMACIST WHO ALL HAVE THE FLEXIBILITY TO MAKE HOME, CLINIC AND HOSPITAL VISITS. THE ADVANCED ILLNESS CARE TEAM WORKS CLOSELY WITH PROVIDERS AND HEALTH CARE TEAMS TO FOCUS ON THE PATIENT'S GOALS OF CARE, SYMPTOM MANAGEMENT AND CARE COORDINATION. IN-HOME PRIMARY MEDICAL CARE IS DESIGNED FOR PATIENTS WHO: - ARE LIVING WITH SERIOUS ILLNESS (CONGESTIVE HEART FAILURE, COPD, DIABETES, CANCER ETC.) - HAVE DIFFICULTY LEAVING THEIR HOMES - HAVE MOBILITY OR FUNCTIONAL ISSUES - LIVING WITH ALZHEIMER'S DISEASE OR OTHER FORMS OF DEMENTIA IN OCTOBER 2023, WE WERE RECOGNIZED BY AMERICAN ACADEMY OF HOME CARE MEDICINE (AAHCM) WITH ITS FIRST-EVER HOUSE CALL INTERDISCIPLINARY TEAM OF THE YEAR AWARD. THE AWARD RECOGNIZES AN OUTSTANDING INTERDISCIPLINARY TEAM THAT HAS MADE SIGNIFICANT CONTRIBUTIONS TO THE DELIVERY OF QUALITY HEALTHCARE TO HOMEBOUND PATIENTS AND DEMONSTRATES THE IMPORTANT VALUE OF A TEAM IN THE FIELD OF HOME CARE MEDICINE. |
| FORM 990, PART VI, SECTION A, LINE 6 | HOUSECALL PROVIDERS, PC IS 51% OWNED BY AMIT SHAH, MD AND 49% OWNED BY CAREOREGON. |
| FORM 990, PART VI, SECTION B, LINE 11B | HOUSECALL PROVIDERS, PC'S FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, UTILIZING DATA PROVIDED BY THE CAREOREGON FINANCE DEPARTMENT. THE DRAFT UNDERGOES MULTIPLE REVIEW PROCESS BEFORE IT IS REVIEWED BY THE BOARD TREASURER OF HOUSECALL PROVIDERS, PC (WHO IS ALSO THE CFO OF CAREOREGON) AND THE BOARD OF DIRECTORS BEFORE IT IS FILED. EACH REVIEWER IS GIVEN SUFFICIENT TIME TO EXAMINE AND PROVIDE FEEDBACK. FINAL APPROVAL IS OBTAINED PRIOR TO ELECTRONICALLY SUBMITTED TO THE IRS BY THE EXTERNAL ACCOUNTING FIRM. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOR FINANCIAL REPORTING AND ACCOUNTING PRACTICES, THE FINANCIAL STATEMENTS OF HOUSECALL PROVIDERS, PC ARE CONSOLIDATED INTO THE FINANCIAL STATEMENTS OF CAREOREGON. HOUSECALL PROVIDERS, PC IS GOVERNED BY THE POLICIES OF CAREOREGON AS APPLICABLE INCLUDING THE CONFLICT-OF-INTEREST POLICY OF CAREOREGON, WHICH IS APPLICABLE TO ALL OF CAREOREGON'S SUBSIDIARIES WHICH HAVE NOT ADOPTED A SEPARATE CONFLICT OF INTEREST POLICY. THIS CONFLICT-OF-INTEREST POLICY IS DISTRIBUTED TO THE BOARD MEMBERS ANNUALLY. IT APPLIES TO DIRECTORS, OFFICERS AND KEY EMPLOYEES (ON THE BASIS OF TESTS SET FORTH IN IRS FORM 990), AND ANY OTHER INDIVIDUAL IN A POSITION TO EXERCISE SIGNIFICANT INFLUENCE OVER A DECISION HAVING MATERIAL ECONOMIC IMPACT FOR HOUSECALL PROVIDERS, PC, COLLECTIVELY DEFINED AS "COVERED PERSONS". THE CONFLICT-OF-INTEREST POLICY IS REVIEWED AND APPROVED ANNUALLY BY THE CAREOREGON BOARD. AN ANNUAL CONFLICT OF INTEREST DECLARATION AND INDEPENDENCE QUESTIONNAIRE IS DISTRIBUTED TO ALL COVERED PERSONS. THROUGH THE DISTRIBUTED DOCUMENT, EACH COVERED PERSON SIGNS AND ACKNOWLEDGES THEIR COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY AND REPORTS FAMILY AND BUSINESS RELATIONSHIPS THAT ARE USED TO DETERMINE THE INDEPENDENCE OF A DIRECTOR PURSUANT TO THE DEFINITION AND TESTS SET FORTH IN IRS FORM 990. THE BOARD OF DIRECTORS REVIEWS THE RESPONSES TO THE ANNUAL QUESTIONNAIRE FOR HOUSECALL PROVIDERS, PC COVERED PERSONS AND MAKES RESOLUTIONS OR ACTIONS REQUIRED TO MITIGATE ANY CONFLICT OF INTEREST. FOR 2023, THERE WERE NO CONFLICTS OF INTEREST REQUIRING RESOLUTIONS OR ACTIONS. IF FOR A SPECIFIC MATTER REQUIRING BOARD ACTION, A CONFLICT OF INTEREST EXISTS, AS DETERMINED BY THE BOARD, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING, DISCLOSING THE EXISTENCE OF HIS OR HER INTEREST AND SHALL DISCLOSE ALL MATERIAL FACTS. FOLLOWING THE PERSON'S DISCLOSURE AND AFTER A DISCUSSION WITH THE BOARD, THE INDIVIDUAL LEAVES THE MEETING WHILE THE BOARD INDEPENDENTLY DISCUSSES THE MATTER BEFORE IT VOTES ON THE PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF THERE IS A REASONABLE QUESTION ABOUT THE APPROPRIATENESS OF THE PROPOSED TRANSACTION OR ARRANGEMENT, THE CHAIR SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL EVALUATE THE RESULTING ALTERNATIVES PRESENTED BY THE APPOINTED PERSON OR COMMITTEE. IF AN APPROPRIATE CONFLICT-FREE ALTERNATIVE IS NOT REASONABLY ATTAINABLE, THE BOARD SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE ORIGINAL TRANSACTION OR ARRANGEMENT IS IN HOUSECALL PROVIDERS, PC'S AND CAREOREGON'S BEST INTERESTS, FOR HOUSECALL PROVIDERS, PC'S AND CAREOREGON'S OWN BENEFIT, WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO HOUSECALL PROVIDERS, PC AND CAREOREGON, AND WHETHER THE TRANSACTION IS IN COMPLIANCE WITH ALL APPLICABLE LAWS AND REGULATIONS. THE BOARD SHALL THEN VOTE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH THE EVALUATION OF THE FOREGOING. |
| FORM 990, PART VI, SECTION B, LINE 15 | MARKET DATA ON THE TOTAL COMPENSATION PACKAGE FOR C-LEVEL EXECUTIVE POSITIONS IS PROVIDED ANNUALLY BY AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT USING COMPARABLE ORGANIZATIONS BY INDUSTRY, PROFIT/NON-PROFIT STATUS AND REVENUE SIZE. THE COMPENSATION COMMITTEE, CONSISTING OF A MAJORITY OF INDEPENDENT BOARD MEMBERS, REVIEWS MARKET DATA, EVALUATES CEO PERFORMANCE AND REVIEWS CEO RECOMMENDATIONS FOR COMPENSATION FOR OTHER EXECUTIVE OFFICERS. THE COMMITTEE PRESENTS ITS RECOMMENDATIONS FOR CEO TO THE BOARD. DECISIONS ARE MADE IN A BOARD MEETING. THE BOARD REVIEWS THE RECOMMENDATION FOR THE COMPENSATION OF ALL OTHER EMPLOYEES AS PART OF THE BUDGET APPROVAL PROCESS. THE PROCESS OF DETERMINING THE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND KEY OFFICERS INCLUDES A REVIEW OF AN INDEPENDENT CONSULTANT'S REPORT OF COMPARABLE SALARIES OF SIMILAR ORGANIZATIONS AND IS GUIDED BY WRITTEN COMPENSATION PRACTICES. WITH THE CEO AND ALL OTHER OFFICERS ABSENT FROM THE MEETINGS, THE BOARD APPROVES THE SALARY OF THE CEO. THIS PROCESS WAS LAST UNDERTAKEN ON MARCH 15, 2024 FOR THE CEO, AND THE CEO'S RECOMMENDATIONS FOR OTHER OFFICERS. THERE IS CONTEMPORANEOUS DOCUMENTATION OF THIS PROCESS AND THE RESULTS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE TAX RETURN INFORMATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TAX RETURN INFORMATION IS AVAILABLE UPON REQUEST. WHILE NO REQUIREMENT TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXISTS, HOUSECALL PROVIDERS, PC WILL CONSIDER ALL REQUESTS FOR THESE DOCUMENTS ON A CASE-BY-CASE BASIS. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFER FROM CAREOREGON 2,000,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| CAREOREGON INC | ||||||||||
| 315 SW 5TH AVE | PORTLAND | OR | 97204 | 930933975 | MEDICAID | OR | 501(C)(3) | LINE 10 | 0 | |
| HEALTH PLAN OF CAREOREGON INC | ||||||||||
| 315 SW 5TH AVE | PORTLAND | OR | 97204 | 463264330 | MEDICARE HEALTH PLAN | OR | 501(C)(3) | LINE 10 | Yes (1) | CAREOREGON INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | Yes (1) | TransferFromOtherOrgInd |
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