OREGON HEALTH CARE ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OREGON HEALTH CARE ASSOCIATION (EIN 93-0444844)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-04
- IRS object ID
- 202632169349300508
- Schema version
- 2024v5.5
- 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 | 2026-08-04T07:08:12-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582487348 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APRIO ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CENTERPOINTE DR 300 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930444844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH CARE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5037265224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 SW 68TH PARKWAY 250 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORI MUELLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5037265224 | PhoneNum |
| Signature | 2026-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD MASSINGER | PreparerPersonNm |
| PTIN | P00075883 | PTIN |
| Phone | 5032205900 | PhoneNum |
| Preparation | 2026-07-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP BENTLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 SW 68TH PARKWAY 250 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,120,044 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | OHCA.COM | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | OREGON HEALTH CARE ASSOCIATION IS A VOLUNTARY ASSOCIATION FORMED TO PROMOTE THE COMMON BUSINESS INTERESTS OF ITS MEMBERS, ALL OF WHICH ARE ENGAGED IN THE BUSINESS OF PROVIDING LONG-TERM CARE AND RELATED SERVICES IN THE STATE OF OREGON. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $22,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $13,316 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,021,520 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,948,962 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,737,531 | CYProgramServiceRevenueAmt |
| PY Investment Income | $303,286 | PYInvestmentIncomeAmt |
| CY Investment Income | $353,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,415 | PYOtherRevenueAmt |
| CY Other Revenue | $6,107 | CYOtherRevenueAmt |
| PY Total Revenue | $5,275,663 | PYTotalRevenueAmt |
| CY Total Revenue | $8,118,950 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,281,126 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,726,035 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,330,587 | PYOtherExpensesAmt |
| CY Other Expenses | $3,148,101 | CYOtherExpensesAmt |
| PY Total Expenses | $4,634,213 | PYTotalExpensesAmt |
| CY Total Expenses | $6,893,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $641,450 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,225,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,811,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,762,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,277,528 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,821,935 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,533,946 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,940,271 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OREGON HEALTH CARE ASSOCIATION IS A VOLUNTARY ASSOCIATION FORMED TO PROMOTE THE COMMON BUSINESS INTERESTS OF ITS MEMBERS, ALL OF WHICH ARE ENGAGED IN THE BUSINESS OF PROVIDING LONG-TERM CARE AND RELATED SERVICES IN THE STATE OF OREGON. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE OREGON HEALTH CARE ASSOCIATION HAS WORKED TO IMPROVE QUALITY CARE IN OREGON FOR MORE THAN 65 YEARS BY PROVIDING ADVOCACY AND EDUCATION FOR AND ON BEHALF OF ITS MEMBERS. OHCA WORKS WITH LOCAL, STATE, AND FEDERAL POLICYMAKERS, GOVERNMENT OFFICIALS, ADVOCATES, AND COALITIONS TO PROMOTE POLICIES THAT ENSURE THE INDEPENDENCE, CHOICE, AND DIGNITY OF THOSE LIVING IN LONG TERM CARE SETTINGS. OHCA OFFERS A VARIETY OF UNIQUE, HIGH QUALIATY EDUCATIONAL OPPORTUNITIES EVERY YEAR, FEATURING LIVE WEBINARS, NATIONALLY RECOGNIZED EXPERTS, AND CONFERENCES THAT BRING TOGETHER THOUSANDS OF DEDICATED LONG TERM CARE PROVIDERS AND CAREGIVERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHCA RECEIVED A GRANT FROM THE OREGON DEPARTMENT OF HUMAN SERVICES TO ADVANCE SOME OF ODHS' AGING AND PEOPLE WITH DISABILITIES LONG-TERM SERVICES AND SUPPORTS PROGRAMS. THE GRANT WAS EFFECTIVE ON OCTOBER 20, 2022, AND WAS FOR SUPPORT OF PROGRAMS FROM JANUARY 1, 2022 - AUGUST 31, 2024. THE GRANT WAS AMENDED AS OF AUGUST 31,2024. THE AMENDMENT EXTENDED THE GRANT THROUGH DECEMBER 31, 2026. OHCA ORIGINALLY RECEIVED $1,559,660 FOR THE FOLLOWING PROGRAMS: $345,000 FOR LONG TERM CARE INCLUSION EDUCATION AND TRAINING, AND CONSULTATIONS FOR LONG TERM CARE PROVIDERS, $366,960 FOR THE STUDENT NURSE LTC CLINICAL EXPERIENCE EXPANSION PROJECT INCLUDING INTERNSHIPS AND RESIDENCY PROGRAM SUPPORT, AND $847,700 FOR THE OREGON GERONTOLOGICAL (GERO) NURSE ONLINE PREP PROGRAM FOR OREGON RNS. ALL UNSPENT FUNDS AS OF AUGUST 31, 2024 WERE ROLLED INTO THE AMENDED GRANT AND REALLOCATED TO THE EXISTING PROJECTS. AN ADDITIONAL $796,000 OF GRANT FUNDS WERE PROVIDED FOR THE LONG TERM CARE INCLUSION PROJECT ($345K) AND THE NURSE LTC CLINICAL EXPERIENCE AND EXPANSION PROJECT ($451K). ALL OF THESE PROJECTS WERE INITIATED TO HELP STRENGTHEN AND GROW THE LONG TERM CARE WORKFORCE IN OREGON WHICH WILL BE NEEDED IN FUTURE YEARS TO ADEQUATELY CARE FOR THE AGING POPULATION. FUNDS RECEIVED SUPPORTED PROGRAM PARTNERS, CONTRACTORS, EVENT SPEAKERS, EVENT EXPENSES, PROGRAM SCHOLARSHIPS, AND ADMINISTRATIVE EXPENSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON HEALTH CARE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037265260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 SW 68TH PKWY 250 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | 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 |
|---|---|---|---|---|---|---|---|
| KATHY LEVEE | |||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE FOGG | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDY BECKER | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BURNS | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA CONNELLY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK REMLEY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURO HERNANDEZ | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT HILTY | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KINKADE | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY ODEGAARD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN MACK | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GABRIELA SANCHEZ | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCY BOYD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT DUNHAM | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACH FOGG | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HUNTER MCLANE | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY KOFSTAD | |||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI MUELLER | |||||||
| CFO | 40.00 | Yes (X) | $182,614 | $0 | $19,173 | ||
| PHILIP BENTLEY | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $573,289 | $0 | $20,047 | ||
| ELIZABETH BATLAN | |||||||
| SR. VP OF GOVERNMENT RELATIONS | 40.00 | $237,575 | $0 | $19,714 | Yes (X) | ||
| EUGENIA LIU | |||||||
| GENERAL COUNCIL | 40.00 | $262,222 | $0 | $19,379 | Yes (X) | ||
| JAMES CARLSON | |||||||
| SENIOR ADVISOR | 40.00 | $664,454 | $0 | $20,047 | Yes (X) | ||
| NICOLETTE REILLY | |||||||
| SR. VP OF QUALITY SERVICE | 40.00 | $269,519 | $0 | $20,986 | Yes (X) | ||
| ROSEANNA WARD | |||||||
| SR. VP OF STRATEGY | 40.00 | $172,209 | $0 | $18,936 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,361,882 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,282 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN HEALTH CARE ASSOCIATION | |||||
| PO BOX 791724 | BALTIMORE | MD | 21279 | MEMBERSHIP DUES FOR OHCA MEMBERS | $450,499 |
| UNIVERSITY OF PORTLAND | |||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NURSE RESIDENCY AND SENIOR SYNTHESIS PRO | $199,766 |
| UNIVERSITY OF NEBRASKA | |||||
| 985045 NEBRASKA MEDICAL CENTER | OMAHA | NE | 68198 | LTC GERO NURSE PROGRAM | $134,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,021,520 | GovernmentGrantsAmt |
| Total Contributions | $2,021,520 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| MEMBERSHIP SERVICES | 541900 | $3,498,348 | $1,358,639 | $2,139,709 | |
| EVENT REVENUE | 541900 | $1,384,370 | $1,362,370 | $22,000 | |
| MANAGEMENT FEES & OTHER | 541610 | $503,087 | $503,087 | ||
| WORKSHOP REVENUE | 541900 | $351,726 | $351,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,737,531 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,951 | TotalRevenueColumnAmt |
| Exclusion | $274,951 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,107 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,107 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,107 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,107 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,935 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,094 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,935 | SecuritiesAmt |
| Other | -$1,094 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,841 | TotalRevenueColumnAmt |
| Exclusion | $78,841 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,118,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,581,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,493,501 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,550 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,123 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311,635 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,808 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,912 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,557 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,775 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,163 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,550 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,064 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,758 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,883 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,457 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,757 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,167 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,074 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,704 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| TRAINING AND EDUCATION | $585,230 |
| FOOD | $298,245 |
| CONTRACT LABOR | $285,645 |
| SPEAKERS | $91,420 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,209 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,893,686 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,386 | BOYAmt |
| EOY | $1,114,580 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,957,143 | BOYAmt |
| EOY | $3,188,382 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,672 | BOYAmt |
| EOY | $681,401 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,831 | BOYAmt |
| EOY | $70,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $467,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $144,923 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,928 | BOYAmt |
| EOY | $322,897 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,422,307 | BOYAmt |
| EOY | $5,519,917 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,207 | BOYAmt |
| EOY | $864,272 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,811,474 | BOYAmt |
| EOY | $11,762,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,230 | BOYAmt |
| EOY | $1,048,347 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,495 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,617 | BOYAmt |
| EOY | $840,183 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,186 | BOYAmt |
| EOY | $933,405 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277,528 | BOYAmt |
| EOY | $2,821,935 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,533,946 | BOYAmt |
| EOY | $8,940,271 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,533,946 | BOYAmt |
| EOY | $8,940,271 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,811,474 | BOYAmt |
| EOY | $11,762,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,225,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $193,380 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,319 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHCA - PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 SW 68TH PKWY 250 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930854604 | EIN |
| Paid Internal Funds | $0 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $231,573 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $2,004,293 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $673,760 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $673,760 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $605,514 | AggregateReportedDuesNtcAmt |
| Carried Over | $68,246 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $422,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $144,923 | DepreciationAmt |
| Book Value | $277,348 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,549 | OtherCostOrOtherBasisAmt |
| Book Value | $45,549 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $322,897 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFINED BENEFIT PENSION PLAN ASSET | $42,356 |
| OPERATING LEASE RIGHT OF USE ASSETS | $821,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $864,272 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $933,405 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $933,405 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION DOES NOT BELIEVE IT HAS TAKEN ANY UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 MERIDIAN AVE N 503 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 133039601 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ALZHEIMER'S RELIEF | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | OREGON HEALTH CARE ASSOCIATION (OHCA)MAKES DONATIONS OR SPONSORSHIPS TO OTHER ORGANIZATIONS IN LARGE EVENTS IN WHICH OHCA HAS VISIBILITY TO THE EVENT MATERIALS THAT SHOW IT AS AN EVENT SPONSOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES CARLSON | ||||||||||||||
| SENIOR ADVISOR | $664,454 | $0 | $0 | $0 | $0 | $0 | $9,500 | $0 | $10,547 | $0 | $684,501 | $0 | $0 | $0 |
| PHILIP BENTLEY | ||||||||||||||
| PRESIDENT & CEO | $503,831 | $0 | $69,458 | $0 | $0 | $0 | $9,500 | $0 | $10,547 | $0 | $593,336 | $0 | $0 | $0 |
| NICOLETTE REILLY | ||||||||||||||
| SR. VP OF QUALITY SERVICE | $245,185 | $0 | $24,334 | $0 | $0 | $0 | $9,500 | $0 | $11,486 | $0 | $290,505 | $0 | $0 | $0 |
| EUGENIA LIU | ||||||||||||||
| GENERAL COUNCIL | $236,236 | $0 | $25,986 | $0 | $0 | $0 | $9,500 | $0 | $9,879 | $0 | $281,601 | $0 | $0 | $0 |
| ELIZABETH BATLAN | ||||||||||||||
| SR. VP OF GOVERNMENT RELATIONS | $211,513 | $0 | $26,062 | $0 | $0 | $0 | $9,500 | $0 | $10,214 | $0 | $257,289 | $0 | $0 | $0 |
| LORI MUELLER | ||||||||||||||
| CFO | $165,919 | $0 | $16,695 | $0 | $0 | $0 | $9,277 | $0 | $9,896 | $0 | $201,787 | $0 | $0 | $0 |
| ROSEANNA WARD | ||||||||||||||
| SR. VP OF STRATEGY | $149,277 | $0 | $22,932 | $0 | $0 | $0 | $8,878 | $0 | $10,058 | $0 | $191,145 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JIM CARLSON AND STEVE FOGG BOTH SERVE AS BOARD MEMBERS OF THE SAME COMPANY, WHICH HAS A BUSINESS RELATIONSHIP WITH OHCA. |
| FORM 990, PART VI, SECTION A, LINE 4 | OHCA MADE A CHANGE TO ITS BYLAWS TO MODIFY THE INDEPENDENT OWNER NURSING FACILITY BOARD POSITION - TO MAINTAIN DIVERSE PERSPECTIVES AND SUPPORT THE CHANGING DYNAMICS OF INDEPENDENTLY OWNED FACILITIES, THE BOARD AND A MAJORITY OF MEMBERS APPROVED AN AMENDMENT TO THE BYLAWS TO REMOVE THE CURRENT RESTRICTION ON THIS POSITION TO NURSING FACILITY PROVIDERS ONLY AND OPEN THE INDEPENDENT OWNER BOARD POSITION TO INCLUDE OTHER TYPES OF INDEPENDENTLY OWNED OR OPERATED LONG TERM CARE PROVIDERS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: 1) FACILITY MEMBERS: ANY NURSING, ASSISTED LIVING OR RESIDENTIAL CARE FACILITY, LICENSED IN THE STATE OF OREGON, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION. 2) BUSINESS PARTNER MEMBERS: ANY BUSINESS FIRM OR PERSON NOT DIRECTLY EMPLOYED IN A FACILITY, AND WHO SUBSCRIBES TO THE OBJECTIVES OF THE ASSOCIATION, MAY BECOME A BUSINESS MEMBER (BUSINESS PARTNER MEMBERS MAY NOT BE EMPLOYED BY A GOVERNMENTAL ENTITY WHICH LICENSES, REGULATES, TAXES OR FINANCES FACILITIES). 3) RETIREMENT/SENIOR HOUSING PROVIDERS: ANY PERSON, FIRM, PARTNERSHIP OR CORPORATION OPERATING OR OWNING SENIOR HOUSING OR RETIREMENT HOUSING CENTERS WITH THE STATE OF OREGON SHALL BE ELIGIBLE FOR MEMBERSHIP. 4) IN-HOME AND HEALTH AGENCIES: ANY PERSON, FIRM, PARTNERSHIP, OR CORPORATION OPERATING OR OWNING AN IN-HOME CARE AGENCY OR HOME HEALTH AGENCY WITHIN THE STATE OF OREGON SHALL BE ELIGIBLE FOR MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ELECT REPRESENTATIVES TO THE BOARD OF DIRECTORS IN THEIR RESPECTIVE MEMBERSHIP CATEGORIES. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY PROPOSAL TO AMEND THE BYLAWS MADE BY THE BOARD OF DIRECTORS MUST BE APPROVED BY A 2/3 MARGIN OF THE ASSOCIATION MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND SUBMITTED TO THE PRESIDENT FOR FINAL REVIEW. ONCE THE PRESIDENT APPROVES, THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS AND THEN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE, ANNUALLY, POSSIBLE CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS CONVENE A SPECIAL COMMITTEE TO REVIEW THE PRESIDENT/EXECUTIVE DIRECTOR'S COMPENSATION. COMPARATIVE EMPLOYMENT DATA FROM SIMILAR POSITIONS IS USED TO DETERMINE PAY AND BENEFITS. THE PRESIDENT/EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW OF COMPENSATION FOR OTHER OFFICERS/KEY EMPLOYEES OF THE ASSOCIATION. COMPARATIVE EMPLOYMENT DATA FROM SIMILAR POSITIONS IS USED TO DETERMINE PAY AND BENEFITS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | OREGON CARE PARTNERS TRANSFERRED DEFICIT -12,319. |
| FORM 990, PART XII, LINE 2C: | THE ASSOCIATION ELECTED TO HAVE A REVIEW INSTEAD OF AN AUDIT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON CARE PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 SW 68TH PARKWAY 250 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471016787 | EIN |
| Primary Activities | PROVIDE CAREGIVER TRAINING | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Total Income | $2,021,520 | TotalIncomeAmt |
| End Of Year Assets | $536,238 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHCA | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHCA SERVICE CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11740 SW 68TH PARKWAY 250 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931091834 | EIN |
| Primary Activities | BUSINESS SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHCA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $17,811 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $82,828 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OREGON CARE PARTNERS LLC | ||
| A | $24,290 | MARKET RATE |
| OREGON CARE PARTNERS LLC | ||
| D | $75,000 | LOAN BALANCE |
| OREGON CARE PARTNERS LLC | ||
| Q | $439,480 | COST |
Comments