Skip to content
Nonprofiteer
← NORTHWEST HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by NORTHWEST HEALTH FOUNDATION.

Totals

Total revenue
$1,899,963
Total expenses
$4,364,228
Contributions and grants received
$1,150,858
Grants paid
$2,556,292
Program service revenue
$0
Investment income
$782,826
Other revenue
-$33,721
Total assets, end of year
$66,827,233
Total liabilities, end of year
$2,629,700
Net assets or fund balances, end of year
$64,197,533
Program services expenses (Part IX)
$3,973,597
Management and general expenses
$390,631
Fundraising expenses
$0
Program service expenses (Part III)
$3,973,597

Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,150,858

  • 3 · Investment income

    total $547,562 · unrelated business -$22,707 · excluded $570,269

  • 6a · Gross rents

    real property $692,627

  • 6b · Less rental expenses

    real property $726,348

  • 6c · Rental income or loss

    real property -$33,721

  • 6d · Net rental income or loss

    total -$33,721 · excluded -$33,721

  • 7a · Gross sales of assets other than inventory

    securities $10,988,820

  • 7b · Less cost or other basis and sales expenses

    securities $10,753,556

  • 7c · Gain or loss

    securities $235,264

  • 7d · Net gain or loss

    total $235,264 · excluded $235,264

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,556,292 · program services $2,556,292

  • 5 · Compensation of officers, directors and key employees

    total $264,648 · program services $184,261 · management and general $80,387

  • 7 · Other salaries and wages

    total $291,285 · program services $228,322 · management and general $62,963

  • 8 · Pension plan contributions

    total $38,798 · program services $29,507 · management and general $9,291

  • 9 · Other employee benefits

    total $27,918 · program services $19,798 · management and general $8,120

  • 10 · Payroll taxes

    total $38,853 · program services $28,652 · management and general $10,201

  • 11b · Fees: legal

    total $525 · management and general $525

  • 11c · Fees: accounting

    total $26,057 · management and general $26,057

  • 11d · Fees: lobbying

    total $62,429 · program services $62,429

  • 11f · Fees: investment management

    total $120,485 · management and general $120,485

  • 11g · Fees: other

    total $603,176 · program services $602,209 · management and general $967

  • 13 · Office expenses

    total $2,913 · program services $1,940 · management and general $973

  • 14 · Information technology

    total $17,211 · program services $14,654 · management and general $2,557

  • 16 · Occupancy

    total $88,844 · program services $63,082 · management and general $25,762

  • 17 · Travel

    total $26,410 · program services $16,307 · management and general $10,103

  • 19 · Conferences, conventions and meetings

    total $143,570 · program services $128,602 · management and general $14,968

  • 22 · Depreciation, depletion and amortization

    total $6,336 · program services $4,656 · management and general $1,680

  • 23 · Insurance

    total $7,125 · management and general $7,125

  • 24e · All other expenses

    total $41,353 · program services $32,886 · management and general $8,467

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $150 · end of year $150

  • 2 · Savings and temporary cash investments

    beginning of year $2,634,153 · end of year $938,716

  • 4 · Accounts receivable

    beginning of year $720,646 · end of year $1,059,270

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,000 · end of year $9,548

  • 10a · Land, buildings and equipment: cost or other basis

    $4,336,069

  • 10b · Land, buildings and equipment: accumulated depreciation

    $495,658

  • 10c · Land, buildings and equipment, net

    beginning of year $3,916,136 · end of year $3,840,411

  • 11 · Investments: publicly traded securities

    beginning of year $34,536,191 · end of year $31,277,518

  • 12 · Investments: other securities

    beginning of year $26,288,517 · end of year $28,632,271

  • 15 · Other assets

    beginning of year $488,083 · end of year $1,069,349

  • 17 · Accounts payable and accrued expenses

    beginning of year $85,484 · end of year $137,894

  • 18 · Grants payable

    beginning of year $599,625 · end of year $2,056,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $435,806

  • 27 · Net assets without donor restrictions

    beginning of year $66,900,767 · end of year $63,234,419

  • 28 · Net assets with donor restrictions

    beginning of year $1,000,000 · end of year $963,114

Mission and programs · 2022

Mission

NORTHWEST HEALTH FOUNDATION SEEKS TO ADVANCE, SUPPORT, AND PROMOTE HEALTH IN OREGON AND SOUTHWEST WASHINGTON. BY PROVIDING GRANTS TO INITIATIVES, FORMING PARTNERSHIPS WITH HEALTH AND COMMUNITY LEADERS, AND ADVOCATING FOR POLICY CHANGE.

Activities or mission (Part I)

TO ADVANCE AND SUPPORT THE HEALTH OF THE PEOPLE OF OREGON AND SOUTHWEST WASHINGTON.

  • NORTHWEST HEALTH FOUNDATION'S (NWHF'S) CIVIC HEALTH INITIATIVE PROVIDES GENERAL OPERATING SUPPORT, CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO ORGANIZATIONS TO GIVE THEM THE TOOLS TO SUPPORT STRONG, ENDURING CIVIC ENGAGEMENT IN THEIR COMMUNITIES TO SHAPE POLICIES FOR GOOD HEALTH.

    Expenses $3,480,567 · Grants $2,385,000

  • NORTHWEST HEALTH FOUNDATION (NWHF) PROVIDES SPONSORSHIPS AND TECHNICAL ASSISTANCE AWARDS TO SUPPORT COMMUNITY-LED EFFORTS THAT SHARE THE FOUNDATION'S EQUITY PRIORITIES (RACE/ETHNICITY, INCLUDING IMMIGRANT AND REFUGEE IDENTIFICATION; GEOGRAPHY AND DISABILITY) BUT ARE SMALLER REQUESTS THAT DO NOT FIT WITHIN A MAJOR PROGRAMMATIC AREA. THESE AWARDS ARE FOR COMMUNITY EVENTS, FUNDRAISERS, LEARNING OPPORTUNITIES AND CONFERENCES.

    Expenses $343,172 · Grants $147,292

  • NONPROFIT MODERNIZATION ACT - IN PARTNERSHIP WITH THE NONPROFIT ASSOCIATION OF OREGON, NWHF HAS BUILT A COALITION ACROSS OREGON TO PROPOSE AND ADVOCATE FOR IMPROVEMENTS TO THE GOVERNMENT CONTRACTING PROCESS WITH NONPROFTS AND DIRECTLY IMPACT WAGES.

    Expenses $149,858 · Grants $24,000

As filed on the 2022 return.

Listed in Part VII

  • Cyreena Boston Ashby

    CHAIR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.5 + 1.2 related

  • Mechele Johnson

    VICE CHAIR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.2 + 0.6 related

  • David Saez

    TREASURER

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.2 + 0.6 related

  • Christoph Nicolo Serra

    DIRECTOR

    Total calculated
    $1,750
    From this org
    $1,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.7 + 0.4 related

  • Eddie Melendrez

    DIRECTOR

    Total calculated
    $3,500
    From this org
    $3,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.7 + 0.4 related

  • Corinne Sams

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.7 + 0.4 related

  • Jason Macneal Graham

    DIRECTOR

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.7 + 0.4 related

  • Andrea Williams

    SECRETARY/GOVERNANCE CHAIR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.2 + 0.6 related

  • Jesse Beason

    PRESIDENT

    Total calculated
    $254,541
    From this org
    $219,772
    From related orgs
    $0
    Other
    $34,769
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $219,772
    Bonus
    $0
    Other
    $0
    Deferred
    $24,387 + $8,458 related
    Nontaxable benefits
    $1,427 + $497 related
    Filer's total
    $245,586 + $8,955 related

  • Anita Rodgers

    DIRECTOR OF FINANCE

    Total calculated
    $114,296
    From this org
    $96,142
    From related orgs
    $0
    Other
    $18,154
    Hours/week
    22 + 8 related

  • Jennifer Matheson

    DIRECTOR OF PROGRAMS

    Total calculated
    $182,601
    From this org
    $150,651
    From related orgs
    $0
    Other
    $31,950
    Hours/week
    17.3 + 22.7 related

    Schedule J breakdown matched by us

    Base
    $150,651
    Bonus
    $0
    Other
    $0
    Deferred
    $10,179 + $12,921 related
    Nontaxable benefits
    $3,884 + $4,966 related
    Filer's total
    $164,714 + $17,887 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

  • 3 · Form 990 of other organizations
  • 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 3
BOARD APPROVES AN AGGREGATE PERCENTAGE INCREASE FOR THE ORGANIZATION AND THE PRESIDENT MAKES INDIVIDUAL COMPENSATION DECISIONS. THE PRESIDENTS COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PHILANTHROPHY CENTER LLC

    REAL ESTATE HOLDING COMPANY · OR · income -$33,721 · assets $4,195,681

    Directly controlled by NORTHWEST HEALTH FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
23 October 2023
IRS schema version
2022v5.0
Source object
202323089349300402

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

The source document this was parsed from is served over the API, which is where bulk and document access live.