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Nonprofiteer
← HEALTH PLAN OF CAREOREGON INC

Form 990 for tax year 2022

Filed by HEALTH PLAN OF CAREOREGON INC.

Totals

Total revenue
$260,428,027
Total expenses
$266,781,846
Contributions and grants received
$25
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$246,490,522
Management and general expenses
$20,291,324
Fundraising expenses
$0
Program service expenses (Part III)
$246,490,522

Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAMIEN R HALL

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • SUSAN M HENNESSY

    BOARD VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KERRY BARNETT

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ANDREW MCCULLOCH

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JOANNE FULLER

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • GLENN S RODRIQUEZ

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • BRENDA I JOHNSON

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • NATHALIE JOHNSON

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • HYOSUK RHEE

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROBERT C STEWART

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TAEKYUNG HAN

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • GINA F NIKKEL

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • WOODRUFF J ENGLISH II

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LARRY GAINES DIDWAY JR

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JACQUELINE MERCER

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JONATHAN PAUL BETLINSKI

    BOARD OF DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ERIC C HUNTER

    CEO,PRESIDENT & BOARD OF DIRECTOR

    Total calculated
    $796,686
    From this org
    $0
    From related orgs
    $753,252
    Other
    $43,434
    Hours/week
    6.44 + 33.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $597,223 related
    Bonus
    $0 + $154,889 related
    Other
    $0 + $1,140 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $16,434 related
    Filer's total
    $0 + $796,686 related

  • TERESA K LEARN

    CFO, BOARD TREASURER

    Total calculated
    $429,825
    From this org
    $0
    From related orgs
    $384,840
    Other
    $44,985
    Hours/week
    6.52 + 33.48 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,602 related
    Bonus
    $0 + $69,518 related
    Other
    $0 + $720 related
    Deferred
    $0 + $24,618 related
    Nontaxable benefits
    $0 + $20,367 related
    Filer's total
    $0 + $429,825 related

  • JEREMIAH RIGSBY

    CHIEF OF STAFF & SECRETARY

    Total calculated
    $282,711
    From this org
    $0
    From related orgs
    $262,895
    Other
    $19,816
    Hours/week
    7.4 + 32.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,197 related
    Bonus
    $0 + $46,978 related
    Other
    $0 + $720 related
    Deferred
    $0 + $16,550 related
    Nontaxable benefits
    $0 + $3,266 related
    Filer's total
    $0 + $282,711 related

  • AMIT R SHAH

    CHIEF MEDICAL OFFICER

    Total calculated
    $601,580
    From this org
    $0
    From related orgs
    $546,813
    Other
    $54,767
    Hours/week
    5.52 + 34.48 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,366 related
    Bonus
    $0 + $90,727 related
    Other
    $0 + $720 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $27,767 related
    Filer's total
    $0 + $601,580 related

  • AMY L DOWD

    CHIEF OPERATIONS OFFICER

    Total calculated
    $479,372
    From this org
    $0
    From related orgs
    $416,812
    Other
    $62,560
    Hours/week
    6.44 + 33.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,734 related
    Bonus
    $0 + $74,358 related
    Other
    $0 + $720 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $35,560 related
    Filer's total
    $0 + $479,372 related

  • JAMES MASON

    CHIEF EQUITY, DIVERSITY & INCLUSION OFFICER

    Total calculated
    $347,105
    From this org
    $0
    From related orgs
    $302,310
    Other
    $44,795
    Hours/week
    7.4 + 32.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,812 related
    Bonus
    $0 + $43,778 related
    Other
    $0 + $720 related
    Deferred
    $0 + $18,930 related
    Nontaxable benefits
    $0 + $25,865 related
    Filer's total
    $0 + $347,105 related

  • NORA LEIBOWITZ

    CHIEF STRATEGY OFFICER

    Total calculated
    $305,998
    From this org
    $0
    From related orgs
    $269,100
    Other
    $36,898
    Hours/week
    6.44 + 33.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,628 related
    Bonus
    $0 + $3,507 related
    Other
    $0 + $965 related
    Deferred
    $0 + $15,766 related
    Nontaxable benefits
    $0 + $21,132 related
    Filer's total
    $0 + $305,998 related

  • NATHAN CORLEY

    VICE PRESIDENT, INFO SVCS/ANALYTICS

    Total calculated
    $328,459
    From this org
    $0
    From related orgs
    $287,909
    Other
    $40,550
    Hours/week
    6.44 + 33.56 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,619 related
    Bonus
    $0 + $41,570 related
    Other
    $0 + $720 related
    Deferred
    $0 + $23,575 related
    Nontaxable benefits
    $0 + $16,975 related
    Filer's total
    $0 + $328,459 related

  • CHRISTINE SENZ

    VICE PRESIDENT, MEDICARE

    Total calculated
    $282,512
    From this org
    $0
    From related orgs
    $252,447
    Other
    $30,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $219,065 related
    Bonus
    $0 + $32,662 related
    Other
    $0 + $720 related
    Deferred
    $0 + $18,168 related
    Nontaxable benefits
    $0 + $11,897 related
    Filer's total
    $0 + $282,512 related

  • DOUGLAS R LUTHER

    SR. MEDICAL DIRECTOR, OPERATIONS

    Total calculated
    $389,778
    From this org
    $0
    From related orgs
    $359,496
    Other
    $30,282
    Hours/week
    10.8 + 29.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,840 related
    Bonus
    $0 + $58,621 related
    Other
    $0 + $1,035 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $3,282 related
    Filer's total
    $0 + $389,778 related

  • JOHN BISCHOF

    MEDICAL DIRECTOR - BEHAVIORAL HEALTH

    Total calculated
    $419,958
    From this org
    $0
    From related orgs
    $364,484
    Other
    $55,474
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,599 related
    Bonus
    $0 + $36,735 related
    Other
    $0 + $13,150 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $28,474 related
    Filer's total
    $0 + $419,958 related

  • MARY B ENGRAV

    MED. DIRECTOR - BENEFIT/UTILIZATION

    Total calculated
    $416,010
    From this org
    $0
    From related orgs
    $357,610
    Other
    $58,400
    Hours/week
    5.12 + 34.88 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,401 related
    Bonus
    $0 + $36,882 related
    Other
    $0 + $12,327 related
    Deferred
    $0 + $26,018 related
    Nontaxable benefits
    $0 + $32,382 related
    Filer's total
    $0 + $416,010 related

  • SAFINA KOREISHI

    SR. MEDICAL DIRECTOR, CLINICAL SERVICES

    Total calculated
    $370,765
    From this org
    $0
    From related orgs
    $334,950
    Other
    $35,815
    Hours/week
    2.46 + 37.54 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,331 related
    Bonus
    $0 + $51,584 related
    Other
    $0 + $1,035 related
    Deferred
    $0 + $25,588 related
    Nontaxable benefits
    $0 + $10,227 related
    Filer's total
    $0 + $370,765 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
CAREOREGON REIMBURSED HEALTH CLUB DUES FOR ERIC HUNTER, CEO; NORA LEIBOWITZ, CHIEF STRATEGY OFFICER; DOUGLAS LUTHER, SENIOR MEDICAL DIRECTOR; MARY ENGRAV, MEDICAL DIRECTOR; AND SAFINA KOREISHI, SR. MEDICAL DIRECTOR; IN THE AMOUNT OF $420, $245, $315, $420, AND $315 RESPECTIVELY. THIS REIMBURSEMENT WAS INCLUDED AS TAXABLE COMPENSATION TO THESE PARTIES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202333129349304573

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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