OREGONS HEALTH CO OP: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OREGONS HEALTH CO OP (EIN 45-3321455)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201613159349304371
- Schema version
- 2015v2.1
- 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 | 2016-11-10T17:21:59-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW Broadway Ste 1200 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453321455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oregon's Health CO-OP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 6126299079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NW Second Avenue No 600 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jan Moenck | PersonNm |
| Person Title | SPECIAL DEPUTY RECEIVER | PersonTitleTxt |
| Phone | 6126299079 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy Campos | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAN MOENCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Batterson Park Rd 300 | AddressLine1Txt |
| City | Farmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $64,391,623 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.OHCOOP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | OREGON'S HEALTH CO-OP IS A NONPROFIT PUBLIC BENEFIT CORPORATION OPERATING EXCLUSIVELY AS A CONSUMER OPERATED AND ORIENTED HEALTH PLAN AS DEFINED UNDER SECTION 1322 OF THE AFFORDABLE CARE ACT. THE CORPORATION OFFERS HEALTH CARE INSURANCE AND SERVICES TO INDIVIDUALS AND BUSINESSES ON AND OFF THE OREGON HEALTH INSURANCE EXCHANGE. THE ORGANIZATION CEASED CONDUCTING OPERATIONS AS A HEALTH INSURANCE CARRIER AS OF JULY 31, 2016. EFFECTIVE JULY 11, 2016, OREGON'S HEALTH CO-OP WENT INTO STATE RECEIVERSHIP AND ALL POLICIES WERE TERMINATED AS OF JULY 31, 2016. WIND-DOWN OF THE OPERATIONS IS FORTHCOMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,280,560 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $53,751,482 | CYProgramServiceRevenueAmt |
| PY Investment Income | $211,541 | PYInvestmentIncomeAmt |
| CY Investment Income | $283,327 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,492,101 | PYTotalRevenueAmt |
| CY Total Revenue | $54,034,809 | 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 | $1,995,874 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,589,402 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,277,501 | PYOtherExpensesAmt |
| CY Other Expenses | $68,882,488 | CYOtherExpensesAmt |
| PY Total Expenses | $11,273,375 | PYTotalExpensesAmt |
| CY Total Expenses | $72,471,890 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,781,274 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,437,081 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,683,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,615,668 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,397,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,768,357 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$17,714,069 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$36,152,689 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OREGON'S HEALTH CO-OP IS A NONPROFIT PUBLIC BENEFIT CORPORATION OPERATING EXCLUSIVELY AS A CONSUMER OPERATED AND ORIENTED HEALTH PLAN AS DEFINED UNDER SECTION 1322 OF THE AFFORDABLE CARE ACT. THE CORPORATION OFFERS HEALTH CARE INSURANCE AND SERVICES TO INDIVIDUALS AND BUSINESSES ON AND OFF THE OREGON HEALTH INSURANCE EXCHANGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Oregon's Health Co-Op, a nonprofit commercial health insurance issuer, established to operate as a consumer operated and oriented plan as defined by the Affordable Care Act (ACA), sells health insurance coverage to individuals, small groups and large groups. During 2014, the Company operated on the State run Marketplace under the ACA, Cover Oregon. The Company provides coverage in all counties of the state and offers health insurance plans for individuals and small groups within the Marketplace and for individuals, small groups and large groups outside the Marketplace. In 2015, a bill was passed to dissolve Cover Oregon and transfer responsibilities for the Oregon exchange to the state Department of Consumer and Business Services, which utilizes the federally run Marketplace. (continued on Schedule O)The Company utilizes the Federal Marketplace for the 2015 plan year. The CO-OP program was established by the ACA to foster the creation of new consumer-governed, private, nonprofit health insurance issuers. Oregon's Health CO-OP's health coverage offered to members is innovative and progressive, and it serves its members by creating better health, improving member experience and reducing overall costs. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1961 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Licensed More Than One State | 0 | LicensedMoreThanOneStateInd |
| State Required Reserves | $2,500,000 | StateRequiredReservesAmt |
| Reserves Maintained | $21,297,042 | ReservesMaintainedAmt |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | 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 | 0 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN MOENCK | PersonNm |
| Phone | 6126299079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NW Second Ave 600 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Ira Zarov | |||||||
| Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBORAH TOMPKINS | |||||||
| Prior Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Susan King | |||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Henry Chip Lazenby | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Erik Isaacman | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Hilary Bradbury | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Kyler | |||||||
| Prior Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Elle Abbott | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Keri Abbott | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Christine Ford | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Gifford | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra McCurry | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Asawari Mokashi | |||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Gragnola | |||||||
| Prior Director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Bjorn Borstelmann | |||||||
| Prior director | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Phil Jackson | |||||||
| President & CEO | 40.00 | Yes (X) | $147,553 | $0 | $4,698 | ||
| DR RALPH PROWS | |||||||
| Prior PRESIDENT & CEO | 40.00 | Yes (X) | $203,649 | $0 | $45,534 | ||
| Peggy Worley | |||||||
| CFO | 40.00 | Yes (X) | $128,832 | $0 | $29,043 | ||
| Peggy Grunden | |||||||
| Prior TREASURER & CFO | 40.00 | Yes (X) | $220,794 | $0 | $48,694 | ||
| William Donahue | |||||||
| Prior Director of Provider Services | 40.00 | $137,471 | $0 | $16,673 | Yes (X) | ||
| Colleen Nelson | |||||||
| Chief Compliance Officer | 40.00 | $163,069 | $0 | $18,684 | Yes (X) | ||
| Robert Sumner | |||||||
| Director of Sales | 40.00 | $179,817 | $0 | $14,833 | Yes (X) | ||
| Jeff Markle | |||||||
| Director of Member Experience | 40.00 | $165,062 | $0 | $32,962 | Yes (X) | ||
| Lila Kemnitz | |||||||
| Sales Manager | 40.00 | $104,799 | $0 | $13,362 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,451,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $224,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Valence Health | |||||
| 540 W Madison st | Chicago | IL | 60661 | Third-Party Administrative Services | $3,402,042 |
| Online Insight | |||||
| 375 Northridge Rd Suite 270 | Atlanta | GA | 30350 | payment portal & processing | $486,193 |
| Valley Insurance Professionals | |||||
| 5022 Commercial St SE | Salem | OR | 97306 | Commissions - Insurance Broker | $402,495 |
| The Atum Group LLC | |||||
| PO Box 15176 | Portland | OR | 97293 | Project manager & Business Analysis | $356,629 |
| HealthPlanOne | |||||
| 35 Nutmeg Drive Ste 220 | Trumbull | CT | 06484 | Member Acquistion Services | $352,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | premium revenue | Desc |
| Business | 524114 | BusinessCd |
| Total Revenue Column | $53,751,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,751,482 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,751,482 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,512 | TotalRevenueColumnAmt |
| Exclusion | $279,512 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,360,629 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,356,814 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,815 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,815 | TotalRevenueColumnAmt |
| Exclusion | $3,815 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,034,809 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,751,482 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $283,327 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,796 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,283,772 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,267 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,980 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,587 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,197,517 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,456 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,500 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,710,873 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,886 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,515,004 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,416 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,024 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,021 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,253 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,220 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,733 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| medical claims paid | $56,157,585 |
| Change in reserves | $2,746,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,471,890 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,962 | BOYAmt |
| EOY | $5,097,103 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,922 | BOYAmt |
| EOY | $38,811 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,185 | BOYAmt |
| EOY | $465,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $267,690 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $127,659 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,829 | BOYAmt |
| EOY | $140,031 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,699,831 | BOYAmt |
| EOY | $26,211,797 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,965,593 | BOYAmt |
| EOY | $13,662,232 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,683,322 | BOYAmt |
| EOY | $45,615,668 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,942 | BOYAmt |
| EOY | $1,497,004 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,679,400 | BOYAmt |
| EOY | $58,856,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,658,049 | BOYAmt |
| EOY | $21,414,453 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,397,391 | BOYAmt |
| EOY | $81,768,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$17,714,069 | BOYAmt |
| EOY | -$36,152,689 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$17,714,069 | BOYAmt |
| EOY | -$36,152,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,683,322 | BOYAmt |
| EOY | $45,615,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$18,437,081 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$1,539 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $267,690 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,659 | DepreciationAmt |
| Book Value | $140,031 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,031 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Accrued Investment income | $143,912 |
| Amounts receivable related to uninsured plans | $665,294 |
| Premiums Receivable | $1,334,963 |
| Reinsurance Receivable | $6,821,957 |
| HEALTHCARE AND OTHER AMOUNTS RECEIVABLE | $256,352 |
| Other non-invested assets | $4,319,004 |
| Other assets | $120,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,662,232 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Aggregate Health policy reserves | $5,113,000 |
| Premiums receIved in advance | $2,427,040 |
| Healthcare Payables | $12,964,100 |
| Ceded Reinsurance Premiums Payable | $572,416 |
| other liabilities | $337,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,414,453 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $54,034,809 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,034,809 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,034,809 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $72,471,890 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $72,471,890 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,471,890 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE COMPANY IS TAX EXEMPT PURSUANT TO THE UNITED STATES INTERNAL REVENUE CODE (IRC) SECTION 501(C)(29), THOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). The Company had no unrelated income during the year ended December 31, 2015 and 2014. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Phil Jackson | ||||||||||||||
| President & CEO | $137,033 | $0 | $0 | $0 | $10,520 | $0 | $2,915 | $0 | $1,783 | $0 | $152,251 | $0 | $0 | $0 |
| DR RALPH PROWS | ||||||||||||||
| Prior PRESIDENT & CEO | $158,598 | $0 | $45,000 | $0 | $51 | $0 | $39,000 | $0 | $6,534 | $0 | $249,183 | $0 | $0 | $0 |
| Peggy Worley | ||||||||||||||
| CFO | $128,219 | $0 | $0 | $0 | $613 | $0 | $13,735 | $0 | $15,308 | $0 | $157,875 | $0 | $0 | $0 |
| Peggy Grunden | ||||||||||||||
| Prior TREASURER & CFO | $205,510 | $0 | $14,667 | $0 | $617 | $0 | $42,000 | $0 | $6,694 | $0 | $269,488 | $0 | $0 | $0 |
| William Donahue | ||||||||||||||
| Prior Director of Provider Services | $137,417 | $0 | $0 | $0 | $54 | $0 | $12,120 | $0 | $4,554 | $0 | $154,145 | $0 | $0 | $0 |
| Colleen Nelson | ||||||||||||||
| Chief Compliance Officer | $162,511 | $0 | $0 | $0 | $558 | $0 | $3,376 | $0 | $15,308 | $0 | $181,753 | $0 | $0 | $0 |
| Robert Sumner | ||||||||||||||
| Director of Sales | $174,939 | $0 | $4,250 | $0 | $628 | $0 | $3,602 | $0 | $11,231 | $0 | $194,650 | $0 | $0 | $0 |
| Jeff Markle | ||||||||||||||
| Director of Member Experience | $164,500 | $0 | $0 | $0 | $562 | $0 | $22,048 | $0 | $10,913 | $0 | $198,023 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | Peggy Grunden, Prior Treasurer & CFO - $93,285 William Donahue, Prior Director of Provider Services - $12,308 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 13a | OR |
| Form 990, Part VI, Section A, line 6 | oregon's health co-op has one class of members. Each individual over the age of 18 years who is covered under a health insurance policy issued by the corporation is qualified to be a member of the corporation. Since no policies have been issued, the bylaws name the Formational Board as interim qualified members. |
| Form 990, Part VI, Section A, line 7a | The Formational Board can elect additional Formational Board members. Members will elect an Operational Board. There are limitations on voting rights of members in the bylaws. No member shall have the right to be entitled to vote: a) on a sale, lease, exchange, or other disposition of assets; b) on a merger; c) on dissolution or reorganization; or d) on amendments to the corporation's Articles of Incorporation or Bylaws. |
| Form 990, Part VI, Section B, line 11 | Oregon's health Co-Op's CFO and Receiver review the final Form 990 prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest policy of Oregon's Health Co-op is distributed annually and applies to the following covered persons: Any Director, CEO, CMO, CFO, Controller, Other Key Employee or any other individual in a position to exercise significant influence over a decision having economic implications for Oregon's Health Co-op. The Conflict of Interest policy is reviewed and discussed at an annual Board meeting and each person signs an agreement to follow the policy. Oregon's Health Co-op annually circulates questionnaires to covered persons to determine independence and discover family and business relationships, and the Chairperson of the Board of Directors diligently reviews these forms and compiles and maintains a list of potentially conflicted entities and individuals. The Chairperson of the Board continually monitors proposed or ongoing transactions against this list as a means of identifying and screening for possible conflicts. The Chairperson of the Board deals with potential or actual conflicts, before, during and/or after the transaction has occurred, depending on the circumstances of the conflict. All signed Conflict of Interest policies and Questionnaires are retained at Oregon's Health Co-op's office. In the event of a potential conflict of interest, a covered person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Board of Directors, members of committees with board delegated powers, and to executive officers who are considering the proposed transaction or arrangement. Following the disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she leaves the meeting while the Board or Committee independently discusses and votes on the matter before it. In the event that a conflict of interest is identified, the Chairperson of the Board or Committee shall appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the Board or Committee will determine whether Oregon's Health Co-op can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable, the Board or Committee will determine by majority vote of the disinterested Directors or Committee members whether the transaction or arrangement is in Oregon's Health Co-op's best interest. Persons with a conflict are prohibited from participating in the governing body's deliberations and decisions about the transaction. |
| Form 990, Part VI, Section B, line 15a | THE ANNUAL COMPENSATION FOR Oregon's Health Co-op's CEO WAS DETERMINED BASED ON A MARKET STUDY OF COMPARABLE DATA AND APPROVED AND DOCUMENTED BY THE INDEPENDENT BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, line 19 | While no requirement to make its governance documents, conflict of interest policy and financial statements available to the public exists, Oregon's Health Co-op will consider all requests for these documents on a case by case basis. |
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