CAREOREGON INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAREOREGON INC (EIN 93-0933975)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349310237
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T18:32:06-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Second Avenue Suite 900 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930933975 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREOREGON INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARE | NameControl |
| Phone | 5034161415 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 SW 5TH AVE 9TH FLOOR | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carolyn Rankin | Name |
| Title | Chife Financial Officer | Title |
| Date Signed | 2011-11-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2069134000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | David E Ford | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 SW 5th Ave 9th Floor | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 540509873 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CAREOREGON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | CareOregon is a community benefit organization whose mission is to assure vulnerable populations access to high quality healthcare from a stable network by a well-managed, financially sound organization. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 334 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 8676 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 6808 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 384692255 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 459742418 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1934971 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9603940 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 274426 | OtherRevenuePriorYear |
| Other Revenue Current Year | -2791 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 383031710 | TotalRevenuePriorYear |
| Total Revenue Current Year | 469343567 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 458284 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 667519 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21462407 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23465295 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 373231668 | OtherExpensePriorYear |
| Other Expenses Current Year | 438243280 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 395152359 | TotalExpensesPriorYear |
| Total Expenses Current Year | 462376094 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -12120649 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6967473 | RevenuesLessExpensesCY |
| Total Assets BOY | 179208446 | TotalAssetsBOY |
| Total Assets EOY | 199949462 | TotalAssetsEOY |
| Total Liabilities BOY | 64886601 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 79704827 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 114321845 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 120244635 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CAREOREGON IS A COMMUNITY BENEFIT ORGANIZATION WHOSE MISSION IS TO ASSURE VULNERABLE POPULATIONS ACCESS TO HIGH QUALITY HEALTHCARE FROM A STABLE NETWORK BY A WELL-MANAGED (CONTINUED ON SCHEDULE O) | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 440090125 | Expense |
| Revenue | 450982546 | Revenue |
| Description | See Schedule O for description. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7860139 | Expense |
| Revenue | 8067704 | Revenue |
| Description | See Schedule O for description. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2154312 | Expense |
| Description | See Schedule O for description. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 302352 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 87686 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 692168 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 450406928 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 1828 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 334 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CAROLYN J RANKIN | NamePerson |
| Telephone Number | 5034163640 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 SW 5TH AVE 9TH FLOOR | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Colleen A Cain | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| Susan M Clack MD | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| Christopher J Krenk | |||||||
| Chairman | 4.0 | X | 0 | 0 | 0 | X | |
| Lynnwood R Lundquist | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| J Bart McMullan Jr MD | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| Gilles M Munoz | |||||||
| Vice Chairman | 4.0 | X | 0 | 0 | 0 | X | |
| Vickie S Gates | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| David E Ford | |||||||
| CEO President & Board Director | 40.0 | X | 403669 | 0 | 43008 | X | |
| Beth deHamel | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| Nathalie Johnson | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| Mylia Christensen | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| Robert Stewart | |||||||
| Board Director | 4.0 | X | 0 | 0 | 0 | ||
| Carolyn J Rankin | |||||||
| CFO, COO, Board Sec. & Treas. | 40.0 | 316682 | 0 | 29696 | X | ||
| Margaret S Rowland MD | |||||||
| Chief Medical Officer | 40.0 | 281161 | 0 | 34199 | X | ||
| David Labby MD | |||||||
| Direc. of Clin. Learn. & Supp. | 40.0 | 234870 | 0 | 30991 | X | ||
| Pamela A Mariea-Nason | |||||||
| Public Policy Director | 40.0 | 137766 | 0 | 29890 | X | ||
| Patrick J Curran | |||||||
| Medicare Program Director | 40.0 | 133418 | 0 | 21682 | X | ||
| James Schroeder | |||||||
| Healthcare Systems Director | 40.0 | 138848 | 0 | 36565 | X | ||
| Jameson W Keller | |||||||
| Senior Sales Manager | 40.0 | 140237 | 0 | 34778 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1786651 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 260809 | TotalOtherCompensation |
| Number Individuals GT100 K | 61 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LEGACY HEALTH SYSTEM | |||||
| PO Box 4037 | PORTLAND | OR | 97208 | Medical Services | 73213805 |
| OREGON HEALTH SCIENCES UNIVERSITY | |||||
| PO Box 3595 | PORTLAND | OR | 97208 | Medical Services | 65971115 |
| Providence Health System | |||||
| PO Box 3395 | PORTLAND | OR | 97208 | Medical Services | 65135355 |
| Portland Adventist Medical Center | |||||
| 10123 SE Market St | PORTLAND | OR | 97216 | Medical Services | 14055537 |
| Asante Health System | |||||
| 100 E Main St Ste C | MEDFORD | OR | 97501 | Medical Services | 11343684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 230 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PREMIUM REVENUE | 524114 | 450982546 | 450982546 |
| CLINIC SERVICES REVENUE | 524114 | 368372 | 368372 |
| OTHER REVENUE | 524114 | 88709 | 88709 |
| MANAGEMENT FEES | 900099 | 8302791 | 8302791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 459742418 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3478645 | TotalRevenueColumn |
| Exclusion | $3,478,645 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 279173 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 280287 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -1114 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1114 | TotalRevenueColumn |
| Unrelated Business Revenue | 8676 | UnrelatedBusinessRevenue |
| Exclusion | -$9,790 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 77011314 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70886019 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6125295 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6125295 | TotalRevenueColumn |
| Exclusion | $6,125,295 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS ON DISPOSAL OF ASSETS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -1677 | TotalRevenueColumn |
| Exclusion | -$1,677 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1677 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 469343567 | TotalRevenueColumn |
| Related Or Exempt Function Income | 459742418 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 8676 | UnrelatedBusinessRevenue |
| Exclusion | $9,592,473 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667519 | Total |
| Program Services | 667519 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1108416 | Total |
| Program Services | 751621 | ProgramServices |
| Management And General | 356795 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17094597 | Total |
| Program Services | 11670613 | ProgramServices |
| Management And General | 5423984 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1502287 | Total |
| Program Services | 1030999 | ProgramServices |
| Management And General | 471288 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2318541 | Total |
| Program Services | 1729860 | ProgramServices |
| Management And General | 588681 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1441454 | Total |
| Program Services | 1032635 | ProgramServices |
| Management And General | 408819 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 508104 | Total |
| Management And General | 508104 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210738 | Total |
| Management And General | 210738 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106395 | Total |
| Management And General | 106395 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223836 | Total |
| Program Services | 133571 | ProgramServices |
| Management And General | 90265 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330567 | Total |
| Management And General | 330567 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2149716 | Total |
| Program Services | 1809806 | ProgramServices |
| Management And General | 339910 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 822681 | Total |
| Program Services | 498215 | ProgramServices |
| Management And General | 324466 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3069087 | Total |
| Program Services | 1703999 | ProgramServices |
| Management And General | 1365088 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 799892 | Total |
| Program Services | 484703 | ProgramServices |
| Management And General | 315189 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297533 | Total |
| Program Services | 116065 | ProgramServices |
| Management And General | 181468 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376548 | Total |
| Program Services | 125152 | ProgramServices |
| Management And General | 251396 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2683568 | Total |
| Program Services | 2458958 | ProgramServices |
| Management And General | 224610 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126932 | Total |
| Management And General | 126932 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INPATIENT/OUTPATIENT EXPENSE | 202268219 | 202268219 |
| PROFESSIONAL MEDICAL EXPENSE | 99481706 | 99481706 |
| PHARMACY EXPENSE | 43553627 | 43553627 |
| HRA AND GME EXPENSE | 42303465 | 42303465 |
| OTHER NET MEDICAL EXPENSES | 36894208 | 36894208 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2036458 | Total |
| Program Services | 1691987 | ProgramServices |
| Management And General | 344471 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 462376094 | Total |
| Program Services | 450406928 | ProgramServices |
| Management And General | 11969166 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14853766 | BOY |
| EOY | 15620519 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9019182 | BOY |
| EOY | 10520595 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15910 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1283953 | BOY |
| EOY | 2034410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35233704 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12242102 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22234259 | BOY |
| EOY | 22991602 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91058242 | BOY |
| EOY | 104087861 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28118280 | BOY |
| EOY | 32220072 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12640764 | BOY |
| EOY | 12458493 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179208446 | BOY |
| EOY | 199949462 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2982976 | BOY |
| EOY | 2737921 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 16933 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2944182 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61903625 | BOY |
| EOY | 74005791 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64886601 | BOY |
| EOY | 79704827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114321845 | BOY |
| EOY | 120244635 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114321845 | BOY |
| EOY | 120244635 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179208446 | BOY |
| EOY | 199949462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6967473 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1044683 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55099 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21765 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8591 | CurrentTaxYearMinus2Years |
| Total | 85455 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 259575343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 262645564 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 339310712 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 384692255 | CurrentTaxYearMinus1Year |
| Current Tax Year | 464742418 | CurrentTaxYear |
| Total | 1710966292 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 259630442 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 262667329 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 339319303 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 384692255 | CurrentTaxYearMinus1Year |
| Current Tax Year | 464742418 | CurrentTaxYear |
| Total | 1711051747 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1711051747 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4531097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4640589 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4545589 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4104341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3681803 | CurrentTaxYear |
| Total | 21503419 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4531097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4640589 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4545589 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4104341 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3681803 | CurrentTaxYear |
| Total | 21503419 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 8327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8676 | CurrentTaxYear |
| Total | 26156 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 264161539 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 267307918 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 343873219 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 388805749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 468432897 | CurrentTaxYear |
| Total | 1732581322 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98757 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98661 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01241 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01338 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 28751 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 195085 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 223836 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 462152258 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 462376094 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 143767 | CurrentYearMinus3 |
| Current Year Minus2 | 133816 | CurrentYearMinus2 |
| Current Year Minus1 | 336159 | CurrentYearMinus1 |
| Current Year | 223836 | CurrentYear |
| Total | 837578 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 3809 | CurrentYearMinus2 |
| Current Year | 28751 | CurrentYear |
| Total | 32560 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobbying Activities | Identifier |
| Return Reference | Part II-A, Line 1 | ReturnReference |
| Explanation | CareOregon participates in lobbying activities that include testifying at public policy hearings, meeting with legislators to discuss Oregon Health Plan related issues, hosting educational sessions and supporting or opposing ballot measures that impact Oregon Health Plan members. CareOregon does not participate or contribute to political candidate campaigns or political parties. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2704520 | OtherCostOrOtherBasis |
| Book Value | 2704520 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17832370 | OtherCostOrOtherBasis |
| Depreciation | 3133761 | Depreciation |
| Book Value | 14698609 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11328 | OtherCostOrOtherBasis |
| Depreciation | 1061 | Depreciation |
| Book Value | 10267 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7219666 | OtherCostOrOtherBasis |
| Depreciation | 3578749 | Depreciation |
| Book Value | 3640917 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7465820 | OtherCostOrOtherBasis |
| Depreciation | 5528531 | Depreciation |
| Book Value | 1937289 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22991602 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED FUNDS | Description |
| Book Value | 32220072 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 32220072 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENT IN SUBSIDIARY | 11400000 |
| 457(B) PLAN ASSETS | 7480 |
| INTERCOMPANY RECEIVABLE | 1041126 |
| DEPOSIT RECEIVABLE | 9887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 12458493 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CLAIMS PAYABLE | $55,085,826 |
| DMAP RECOUPMENT PAYABLE | $1,182,343 |
| MANAGED CARE TAXES PAYABLE | $1,148,334 |
| 457(B) PLAN LIABILITIES | $7,480 |
| HOSPITAL REIMBURSEMENT PAYABLE | $378,323 |
| PREMIUM DEFICIENCY RESERVE | $16,000,000 |
| INTERCOMPANY LIABILITY | $203,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 74005791 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ASC 740 Footnote | Part X, Line 2 | The Organization, of which CareOregon, Inc. is a part of, adopted the provisions of ASC 740, Income Taxes, relating to accounting for uncertain tax positions on January 1, 2009, which had no financial statement impact to the Organization. The Organization recognizes the tax benefit from uncertain tax position 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. Management regularly assesses the likelihood that deferred tax assets will be recovered from future taxable income, and records a valuation allowance, if necessary, to reduce deferred tax assets to the amounts believed to be realizable. |
| Escrow Account Liability | Part IV, Line 2 | The Company held amounts in an escrow account to demonstrate a good faith effort to eventually pay amounts owed while resolving a difference of opinion in regards to other amounts due to a healthcare provider. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Albertina Kerr Centers | ||||||||
| 424 NE 22nd Avenue | Portland | OR | 97232 | 930386780 | 501(c)(3) | 25020 | service for disabled children | |
| Central City Concern | ||||||||
| 232 NW Sixth Ave | Portland | OR | 97209 | 930728816 | 501(c)(3) | 10000 | Support homeless and indigent programs | |
| Oregon Health Care Quality Corp | ||||||||
| 619 SW 11th Ave | Portland | OR | 97205 | 931293103 | 501(c)(3) | 47626 | Quality measures for Oregon clinics | |
| Oregon Pediatric Society | ||||||||
| PO Box 2802 | Lake Oswego | OR | 97035 | 930672605 | 501(c)(3) | 75000 | Support children's | |
| Community Action Organization | ||||||||
| 1001 SW Baseline | Hillsboro | OR | 97123 | 930554941 | 501(c)(3) | 15000 | support low income | |
| NW Health Foundation | ||||||||
| 221 NW 2nd Ave 300 | Portland | OR | 97209 | 911854545 | 501(c)(4) | 325000 | collaborative | |
| OR Business Association | ||||||||
| 6975 SW Sandburg St | Tigard | OR | 97223 | 931280673 | 501(c)(6) | 7500 | Operational and Event Support | Suite 250 |
| Virginia Garcia Memorial Foundation | ||||||||
| PO Box 568 | Cornelius | OR | 97113 | 930717997 | 501(c)(3) | 10040 | Support healthcare | |
| Children First for Oregon | ||||||||
| PO Box 14914 | Portland | OR | 972930914 | 943168157 | 501(c)(3) | 10000 | Healthcare for | |
| Coalition of Community Health Clinics | ||||||||
| 619 SW 11th Ave 225 | Portland | OR | 97205 | 911829239 | 501(c)(3) | 20000 | Clinic development | |
| OCHIN Inc | ||||||||
| 707 SW Washington St 1200 | Portland | OR | 97205 | 200195556 | 501(c)(3) | 10000 | Sponsor learning | |
| Oregon Center of Nursing | ||||||||
| 5000 N Willamette Blvd | Portland | OR | 972035798 | 743052430 | 501(c)(3) | 7500 | Support nurses in | |
| OR School-Based Health Care Network | ||||||||
| PO Box 12191 | Portland | OR | 97212 | 364588657 | 501(c)(3) | 10000 | School based | |
| St Charles Health System | ||||||||
| 2500 NE Neff Rd | Bend | OR | 97701 | 930602940 | 501(c)(3) | 15000 | Training support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grant Monitoring | Identifier |
| Return Reference | Part I, Line 2 | ReturnReference |
| Explanation | Assistance is provided to organizations in our service area who demonstrate a financial need in regard to improving the delivery of health services in line with our exempt purpose and mission. CareOregon considers each case to verify that the need is documented, legitimate and substantial in nature. Following disbursement of funds, follow-up contact is performed, either verbally or in writing, to verify the appropriate use of the funds, to the fullest extent possible. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David E Ford | |||||||||||||
| 301133 | 0 | 80536 | 0 | 22000 | 0 | 22050 | 0 | 20958 | 0 | 446677 | 0 | 0 | 0 |
| Carolyn J Rankin | |||||||||||||
| 248639 | 0 | 51188 | 0 | 16855 | 0 | 19571 | 0 | 10125 | 0 | 346378 | 0 | 0 | 0 |
| Margaret S Rowland MD | |||||||||||||
| 234328 | 0 | 24833 | 0 | 22000 | 0 | 22050 | 0 | 12149 | 0 | 315360 | 0 | 0 | 0 |
| David Labby MD | |||||||||||||
| 212870 | 0 | 0 | 0 | 22000 | 0 | 20645 | 0 | 10346 | 0 | 265861 | 0 | 0 | 0 |
| Pamela A Mariea-Nason | |||||||||||||
| 115766 | 0 | 0 | 0 | 22000 | 0 | 11441 | 0 | 18449 | 0 | 167656 | 0 | 0 | 0 |
| Patrick J Curran | |||||||||||||
| 116918 | 0 | 0 | 0 | 16500 | 0 | 11461 | 0 | 10221 | 0 | 155100 | 0 | 0 | 0 |
| James Schroeder | |||||||||||||
| 124641 | 0 | 0 | 0 | 14207 | 0 | 14007 | 0 | 22558 | 0 | 175413 | 0 | 0 | 0 |
| Jameson W Keller | |||||||||||||
| 132897 | 0 | 0 | 0 | 7340 | 0 | 13211 | 0 | 21567 | 0 | 175015 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Severance Agreements | Identifier |
| Return Reference | Schedule J, Part I, Line 4a | ReturnReference |
| Explanation | Both David Ford, CEO and Carolyn Rankin, CFO/COO have severance agreements in their employment contract with CareOregon. Mr. Ford's severance agreement states that his severance shall be an amount equal to ten months of base salary payable in CareOregon's sole discretion in either a lump sum or as salary continuation on a monthly basis following Mr. Ford's termination date. Ms. Rankin's severance agreement states that her severance is an amount equal to six months' base salary. Neither Mr. Ford nor Ms. Rankin received any payments pursuant to their severance agreements during 2010. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Susan Clack MD | |||
| BOARD DIRECTOR | 291115 | Refer to Part V | false |
| Philip Miller MD | |||
| Spouse of Board Director | 60167 | Refer to Part V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Business Transactions Involving Interested Persons | Identifier |
| Return Reference | Part IV | ReturnReference |
| Explanation | DR. SUSAN CLACK, A CAREOREGON BOARD MEMBER, IS A BOARD MEMBER, CEO AND PROVIDER AT PACIFIC MEDICAL GROUP, WHICH RECEIVED PAYMENTS OF $291,115 FOR HEALTH CARE SERVICES AND QUALITY IMPROVEMENTS. CAREOREGON CONSIDERED ALTERNATIVES TO THIS TRANSACTION AND DR. SUSAN CLACK REFRAINED FROM VOTING THE APPROVAL OF THIS TRANSACTION. THE TRANSACTION AMOUNTS PAID WERE NEGOTIATED AT ARMS LENGTH. DR. PHILIP MILLER, HUSBAND OF CAREOREGON BOARD MEMBER COLLEEN CAIN, OPERATES A PEDIATRIC CLINIC. THE PEDIATRIC CLINIC RECEIVED PAYMENTS FROM CAREOREGON TOTALING $23,049 FOR HEALTH CARE SERVICES RENDERED. DR. MILLER WAS ALSO EMPLOYED AS A PROVIDER IN ONE OF OUR CLINICS DURING 2010. HE RECEIVED $37,118 IN COMPENSATION AND BENEFITS AS AN EMPLOYEE. CAREOREGON CONSIDERED ALTERNATIVES TO THESE TRANSACTIONS AND COLLEEN CAIN DID NOT VOTE ON THE APPROVAL OF THESE TRANSACTIONS. THE TRANSACTION AMOUNTS PAID WERE NEGOTIATED AT ARMS LENGTH. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (21 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Supplemental Information to 2010 Form 990 for CareOregon | CAREOREGON, INC. EIN# 93-0933975 PART I, LINE 1; PART III, LINE 1 TAX-EXEMPT PURPOSE AND MISSION OF CAREOREGON: CAREOREGON IS A COMMUNITY BENEFIT ORGANIZATION WHOSE MISSION IS TO ASSURE OREGON'S VULNERABLE POPULATIONS RECEIVE ACCESS TO HIGH-QUALITY HEALTH CARE FROM A STABLE NETWORK BY A WELL-MANAGED, FINANCIALLY SOUND ORGANIZATION. CAREOREGON PROVIDES CARE SUPPORT AND DISEASE MANAGEMENT SERVICES TO HIGH RISK MEMBERS, COORDINATES CARE AND PROVIDES UTILIZATION MANAGEMENT SERVICES, OFFERS CONTINUITY OF COVERAGE FOR THOSE ELIGIBLE FOR MEDICAID AND MEDICARE, SUPPORTS AND ACTIVELY WORKS WITH PROVIDERS TO IMPLEMENT QUALITY IMPROVEMENT EFFORTS AND PRIMARY CARE REDESIGN, CONTRACTS WITH PUBLIC AND PRIVATE PROVIDERS AND WORKS WITH THE LEGISLATURE AND COMMUNITY-BASED ORGANIZATIONS TO IMPROVE THE HEALTH OF LOW-INCOME OREGONIANS. PART I, LINE 8-22 CAREOREGON EXPERIENCED A SIGNIFICANT INCREASE IN TOTAL REVENUES AND EXPENSES IN 2010 COMPARED TO 2009, PRIMARILY DUE TO INCREASED MEMBERSHIP, BUT MEDICAL COSTS ALSO INCREASED. INPATIENT FACILITY SERVICES WERE THE MOST SIGNIFICANT AREA OF INCREASING MEDICAL COSTS. IN ADDITION, THE COMPANY RECORDED A PREMIUM DEFICIENCY RESERVE OF $16 MILLION AT DECEMBER 31, 2010 TO RECOGNIZE ANTICIPATED LOSSES FOR 2011 ON ITS EXISTING CONTRACT WITH THE STATE. A PREMIUM DEFICIENCY RESERVE IS RECOGNIZED WHEN IT IS PROBABLE THAT EXPECTED FUTURE MEDICAL CLAIMS, ADMINISTRATIVE COSTS AND INVESTMENT INCOME WILL EXCEED FUTURE REVENUE FOR A GIVEN CONTRACT. WITH NO ABILITY TO MANAGE THE RATES, THE MEDICAL BENEFITS OFFERED, OR WHICH MEMBERS ARE ENROLLED, CAREOREGON IS VULNERABLE TO INCURRING LOSSES AND IS EXPECTED TO DO SO IN 2011. THE INCREASING BUDGETARY PRESSURES OF THE STATE BUDGET ONLY CONTRIBUTE TO THE LIKELIHOOD OF INSUFFICIENT RATES IN THE FUTURE. AS A RESULT, THE COMPANY HAS MAINTAINED NET ASSETS SUFFICIENT TO WITHSTAND THESE INCREASED FINANCIAL RISKS. WITH THESE RESERVES, CAREOREGON IS ABLE TO STRATEGICALLY INVEST IN WAYS TO IMPROVE HEALTH OUTCOMES FOR ITS MEMBERS, INCREASE MEMBER AND PROVIDER SATISFACTION AND REDUCE MEDICAL COSTS, ALL OF WHICH ARE NECESSARY IN ORDER TO PURSUE ITS MISSION. PART III, LINE 2 IN 2010, WE OPENED THREE CLINICS IN ALOHA/BEAVERTON, MILWAUKIE, AND GLADSTONE IN ORDER TO INCREASE ACCESS TO COMPREHENSIVE AND PREVENTIVE HEALTH CARE SERVICES AND TO IMPROVE THE HEALTH CARE STATUS OF THE VULNERABLE AND UNDERSERVED POPULATIONS IN THOSE COMMUNITIES. PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS A. WE PROVIDE A MANAGED CARE DELIVERY SYSTEM FOR APPROXIMATELY 140,000 HEALTH PLAN MEMBERS THROUGHOUT THE STATE OF OREGON. AS A MEDICAID MANAGED CARE PLAN, WE PROVIDE ACCESS FOR THE MOST VULNERABLE OF OREGON'S POPULATIONS. OUR WORK INVOLVED CORRDINATING QUALITY HEALTH CARE FOR OUR MEMBERS, CONTRACTING WITH PUBLIC AND PRIVATE PROVIDERS, PROVIDING STABLE FUNDING THAT OUR NETWORKED DOCTORS AND HOSPITALS CAN RELY ON AND CONTROLLING ESCALATING HEALTH CARE COSTS BY PRODIVING CARE COORDINATION AND MEMBER BENEFITS ASSURANCE SERVICES. THESE SERVICES RESULT IN ACCESS TO CARE, LOWER COSTS AND IMPROVED CARE FOR OUR MEMBERS. B. WE ADMINISTER A MEDICARE ADVANTAGE SPECIAL NEEDS PLAN ON BEHALF OF HEALTH PLAN OF CAREOREGON, A RELATED C CORPORATION TO CAREOREGON. HEALTH PLAN OF CAREOREGON PROVIDES CONTINUITY OF COVERAGE FOR CAREOREGON'S MEMBERS WHO ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID. THIS BENEFITS BOTH PATIENTS AND PROVIDERS BY ENSURING A COORDINATED AND CONVENIENT MEANS OF RECEIVING AND DELIVERING QUALITY CARE. THE EXPENSES INCURRED BY HEALTH PLAN OF CAREOREGON TO OPERATE THE PLAN TOTAL $94,199,965 WITH RELATED REVENUES OF $96,021,015. C. WE FUND CARE SUPPORT AND SYSTEM INNOVATION ("CSSI") PROJECTS TO HELP OUR PROVIDERS FOCUS ON IMPROVING DELIVERY SYSTEMS AND QUALITY OF CARE FOR OUR MEMBERS. THIS YEAR THERE WERE 32 PROJECTS. FOLLOWING THE INSTITUTE FOR HEALTH IMPROVEMENT'S(IHI) SIX GUIDELINES FOR IMPROVING HEALTH OUTCOMES, THE PROJECTS UNDERTAKEN BY OUR PROVIDERS TARGET WORKFLOW, EDUCATION, ACCESS AND DELIVERY SYSTEMS, AND PROGRAMS TO REDUCE OPPORTUNITIES FOR MEDICAL ERRORS. REDUCING THE LATTER, DECREASES RISK TO MEMBERS AND COST FOR TAXPAYERS. AT OUR ANNUAL CSSI CONFERENCE, PROVIDERS ARE ENCOURAGED TO SHARE THEIR INNOVATIONS WITH OTHERS IN THE COMMUNITY, FURTHER LEVERAGING IMPROVEMENTS FROM THEIR PROJECTS AND HELPING OTHER HEALTH CARE ORGANIZATIONS TO ADOPT SIMILAR IMPROVEMENTS. D. WE ENCOURAGE CLINICS TO PROVIDE THE BEST PRIMARY CARE POSSIBLE THROUGH OUR PRIMARY CARE RENEWAL ("PCR") INITIATIVE. IN 2010, MORE THAN 60 CLINIC TEAMS PARTICIPATED IN THE PCR EFFORT TO DEVELOP THE MEDICAL HOME MODEL IN THE PRIMARY CARE SETTING. OUR PCR INITIATIVE FOCUSES ON PROACTIVE PANEL MANAGEMENT, TEAM-BASED CARE, NURSE-LED CASE MANAGEMENT, PATIENT EMPOWERMENT FOR SELF-MANAGEMENT, INTEGRATION OF PHYSICAL AND MENTAL HEALTH CARE, IMMUNIZATION AND DISEASE-SPECIFIC PATIENT REGISTRIES, AND SAME-DAY AND EXTENDED-HOUR MEMBER ACCESS TO THE CARE TEAM. ALL OF THESE IMPROVEMENTS ARE DONE WITH THE GOAL OF COST-EFFECTIVE, CONTINUOUS, COORDINATED CARE. OUR MODEL IS ONE OF LEARNING FOR THE MEMBER; ACTING FOR THE POPULATION. WE PARTICIPATE ACTIVELY IN IHI'S TRIPLE AIM, A NATIONAL PROGRAM THAT LOOKS AT MAXIMIZING RESULTS IN THREE AREAS: OUTCOME EXCELLENCE, PATIENT SATISFACTION AND COST EFFECTIVENESS. IN PARTNERSHIP WITH THE OREGON PRIMARY CARE ASSOCIATION, WE COORDINATE OREGON'S NATIONAL MEDICAL HOME INITIATIVE TO EXPAND THIS PROMISING CARE-DELIVERY CONCEPT THROUGHOUT THE STATE. WE PROVIDE TRAINING AND DEVELOPMENT SUPPORT FOR OUR CSSI AND PCR TEAMS BY EDUCATING THEM IN ACCELERATED PROCESS IMPROVEMENT AND LEAN METHODOLOGIES. THIS HELPS CREATE EFFICIENCIES IN THE DELIVERY SYSTEM AND PROVIDES SOME RELIEF FOR THE ONGOING CHALLENGES FACED BY THESE UNDERSERVED POPULATIONS. THE TRAINING TAKES PLACE IN OUR DEDICATED LEARNING SPACE, REFERRED TO AS THE LEARNING COMMONS, ENABLING AN ON-GOING FOCUS ON LEARNING AND IMPROVING THE QUALITY OF HEALTH CARE IN THE COMMUNITY. IN 2010, CAREOREGON SPONSORED THE DEVELOPMENT OF A HOSPITAL COLLABORATIVE CALLED RELEASING TIME TO CARE. IT INVOLVES TRAINING AND COLLABORATION BETWEEN NURSING TEAMS FROM FOUR OREGON HOSPITAL, AND MORE ARE PLANNING ON JOINING IN 2011. THE COLLABORATIVE FOCUSES ON HELPING NURSES INCREASE DIRECT PATIENT CARE BY 20% AND IMPROVING HEALTH OUTCOMES, BY DECREASING INTERRUPTIONS, WASTE AND AVOIDABLE NEGATIVE OUTCOMES. IMPROVEMENTS HAVE ALREADY BEEN SEEN IN PATIENT AND STAFF SATISFACTION, AS WELL AS REDUCTIONS IN FALLS. IN AREAS WHERE HEALTH CARE ACCESS FOR OUR MEMBERS IS INADEQUATE, WE WORK WITH COMMUNITY LEADERS TO EXPAND ACCESS. FOR EXAMPLE, IN THE EAST MULTNOMAH COUNTY COMMUNITY OF ROCKWOOD, WE PURCHASED AND RENOVATED A CLINIC BUILDING SO THAT THE MULTNOMAH COUNTY HEALTH DEPARTMENT COULD PROVIDE MUCH NEEDED PRIMARY CARE TO THIS UNDERSERVED AREA. OVER 2010-2011, WE FORMED THREE ADDITIONAL CLINICS AND A MOBILE DENTAL VAN; BY THE END OF 2011, THESE WILL ALL BE TRANSFERRED TO A NON-PROFIT COMMUNITY ORGANIZATION CALLED NEIGHBORHOOD HEALTH CENTER. WE ALSO INVEST IN THE COMMUNITY BY CONTRIBUTING TO OTHER CHARITABLE ORGANIZATIONS THAT ARE STRIVING TO IMPROVE HEALTH CARE IN OREGON. FOR EXAMPLE, WE HELPED THE OREGON HEALTH CARE QUALITY CORPORATION, A NONPROFIT ORGANIZATION, PLAN, FUND AND DEVELOP A NEW WEB SITE-PARTNERFORQUALITYCARE.ORG-TO ENABLE COMMUNITY MEMBERS TO REVIEW HEALTH OUTCOMES FOR LOCAL CLINICS. WE ALSO PROVIDE COMMUNITY EDUCATION THROUGH SPONSORSHIP OF PUBLIC SERVICE ANNOUNCEMENTS ON TV AND RADIO RELATED TO BETTER NUTRITION AND INCREASED ACTIVITY. WE WORK WITH THE LEGISLATURE AND COMMUNITY-BASED ORGANIZATIONS TO EDUCATE OTHERS ON THE NEEDS OF LOW-INCOME OREGONIANS AND TO MOVE BILLS AND MEASURES FORWARD THAT IMPROVE THE HEALTH OF LOW-INCOME OREGONIANS. | |
| PART IV, LINE 12/12A | FOR THE YEAR ENDED DECEMBER 31, 2010, AN AUDIT WAS PERFORMED ON THE CONSOLIDATED ENTITY WHICH INCLUDES CAREOREGON AND HEALTH PLAN OF CAREOREGON. PART VI, LINE 2 MARGARET S. ROWLAND, MD, CHIEF MEDICAL OFFICER OF CAREOREGON, INC., SERVES AS A MEMBER OF THE BOARD OF DIRECTORS OF ALBERTINA KERR. CHRIS KRENK, CHIEF EXECUTIVE OFFICER OF ALBERTINA KERR, SERVES ON CAREOREGON'S BOARD OF DIRECTORS. PART VI, LINE 11A CAREOREGON'S FORM 990 IS REVIEWED BY THE CFO, BOARD OF DIRECTORS AND THE AUDIT, FINANCE, AND COMPLIANCE COMMITTEE BEFORE IT IS FILED. THE FORM 990 IS DISCUSSED IN DETAIL AT THE AUDIT, FINANCE, AND COMPLIANCE COMMITTEE MEETING IN SEPTEMBER. ALL REVIEWERS ARE GIVEN TIME TO RESPOND WITH ANY REVISIONS. AFTER INCORPORATION OF ALL REVISIONS THE FORM 990 IS REDISTRIBUTED TO ALL REVIEWERS AND THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY OF CAREOREGON 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 CAREOREGON. THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED AT AN ANNUAL BOARD MEETING AND EACH PERSON SIGNS AN AGREEMENT TO FOLLOW THE POLICY. CAREOREGON ANNUALLY CIRCULATES QUESTIONNAIRES TO COVERED PERSONS TO DETERMINE INDEPENDENCE AND DISCOVER FAMILY AND BUSINESS RELATIONSHIPS, AND THE CHAIRPERSON OF THE GOVERNANCE COMMITTEE DILIGENTLY REVIEWS THESE FORMS AND COMPILES AND MAINTAINS A LIST OF POTENTIALLY CONFLICTED ENTITIES AND INDIVIDUALS. THE CHAIRPERSON OF THE GOVERNANCE COMMITTEE CONTINUALLY MONITORS PROPOSED OR ONGOING TRANSACTIONS AGAINST THIS LIST AS A MEANS OF IDENTIFYING AND SCREENING FOR POSSIBLE CONFLICTS. THE CHAIRPERSON OF THE GOVERNANCE COMMITTEE 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 CAREOREGON'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 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 SHALL DETERMINE WHETHER CAREOREGON 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 SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN CAREOREGON'S BEST INTEREST. PERSONS WITH A CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS ABOUT THE TRANSACTION. PART VI, LINE 15 COMPENSATION MARKET DATA FOR EXECUTIVE POSITIONS (CEO, COO/CFO, AND CMO) 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 AND DOCUMENTED IN THE MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2010. 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 CFO ABSENT FROM THE MEETINGS, EACH YEAR THE BOARD APPROVES THE SALARY OF THE CEO. THE DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THE BOARD APPROVES THE COMPENSATION OF ALL OTHER EMPLOYEES AS PART OF THE BUDGET APPROVAL PROCESS DURING A BOARD MEETING. PART VI, LINE 18 AND 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, CAREOREGON WILL CONSIDER ALL REQUESTS FOR THESE DOCUMENTS ON A CASE BY CASE BASIS. PART XI, LINE 5 UNREALIZED LOSSES: -1,044,683 | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Colleen A Cain TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Susan M Clack MD TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Christopher J Krenk TITLE:Chairman HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Lynnwood R Lundquist TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:J Bart McMullan Jr MD TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Gilles M Munoz TITLE:Vice Chairman HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Vickie S Gates TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:David E Ford TITLE:CEO President & Board Director HOURS:7 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Beth deHamel TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Nathalie Johnson TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Mylia Christensen TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Robert Stewart TITLE:Board Director HOURS:1 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Carolyn J Rankin TITLE:CFO, COO, Board Sec. & Treas. HOURS:7 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Margaret S Rowland MD TITLE:Chief Medical Officer HOURS:7 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:David Labby MD TITLE:Direc. of Clin. Learn. & Supp. HOURS:7 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Pamela A Mariea-Nason TITLE:Public Policy Director HOURS:9 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Patrick J Curran TITLE:Medicare Program Director HOURS:17 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:James Schroeder TITLE:Healthcare Systems Director HOURS:8 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:Jameson W Keller TITLE:Senior Sales Manager HOURS:37 | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CARE ACCESS LLC | |||||||||
| 315 SW FIFTH AVE SUITE 900 | PORTLAND | OR | 97204 | 270630449 | Medical Bldg | OR | -529 | 3209544 | NA |
| CareOregon Community Health LLC | |||||||||
| 315 SW Fifth Ave Suite 900 | Portland | OR | 97204 | 272429270 | Med Clinic | OR | 368780 | 782074 | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH PLAN OF CAREOREGON INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 SW FIFTH AVENUE SUITE 900 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202161234 | EIN |
| Primary Activity | Medicare | PrimaryActivity |
| Legal Domicile State | OR | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 1955790 | ShareOfTotalIncome |
| Share Of EOY Assets | 41700441 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| HEALTH PLAN OF CAREOREGON INC | |
| k | 5890814 |
| Health plan of CareOregon Inc | |
| m | 2176891 |
| Health plan of CareOregon Inc | |
| p | 165193 |