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← OREGON HEALTH CARE ASSOCIATION

Form 990 for tax year 2024

Filed by OREGON HEALTH CARE ASSOCIATION.

Totals

Total revenue
$8,118,950
Total expenses
$6,893,686
Contributions and grants received
$2,021,520
Grants paid
$19,550
Program service revenue
$5,737,531
Investment income
$353,792
Other revenue
$6,107
Total assets, end of year
$11,762,206
Total liabilities, end of year
$2,821,935
Net assets or fund balances, end of year
$8,940,271
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1e · Government grants (contributions)

    $2,021,520

  • 2a · Program service revenue: MEMBERSHIP SERVICES

    total $3,498,348 · related or exempt $1,358,639 · excluded $2,139,709

  • 2b · Program service revenue: EVENT REVENUE

    total $1,384,370 · related or exempt $1,362,370 · unrelated business $22,000

  • 2c · Program service revenue: MANAGEMENT FEES & OTHER

    total $503,087 · related or exempt $503,087

  • 2d · Program service revenue: WORKSHOP REVENUE

    total $351,726 · related or exempt $351,726

  • 3 · Investment income

    total $274,951 · excluded $274,951

  • 6a · Gross rents

    real property $6,107

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $6,107

  • 6d · Net rental income or loss

    total $6,107 · related or exempt $6,107

  • 7a · Gross sales of assets other than inventory

    securities $79,935

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

    securities $0 · other assets $1,094

  • 7c · Gain or loss

    securities $79,935 · other assets -$1,094

  • 7d · Net gain or loss

    total $78,841 · excluded $78,841

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $19,550

  • 5 · Compensation of officers, directors and key employees

    total $795,123

  • 7 · Other salaries and wages

    total $2,311,635

  • 8 · Pension plan contributions

    total $163,808

  • 9 · Other employee benefits

    total $238,912

  • 10 · Payroll taxes

    total $216,557

  • 11a · Fees: management

    total $19,775

  • 11b · Fees: legal

    total $48,163

  • 11c · Fees: accounting

    total $21,550

  • 11g · Fees: other

    total $478,064

  • 12 · Advertising and promotion

    total $316,758

  • 13 · Office expenses

    total $65,883

  • 14 · Information technology

    total $201,457

  • 16 · Occupancy

    total $299,757

  • 17 · Travel

    total $92,167

  • 22 · Depreciation, depletion and amortization

    total $152,074

  • 23 · Insurance

    total $14,704

  • 24a · Other expenses: TRAINING AND EDUCATION

    total $585,230

  • 24b · Other expenses: FOOD

    total $298,245

  • 24c · Other expenses: CONTRACT LABOR

    total $285,645

  • 24d · Other expenses: SPEAKERS

    total $91,420

  • 24e · All other expenses

    total $177,209

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $555,386 · end of year $1,114,580

  • 2 · Savings and temporary cash investments

    beginning of year $1,957,143 · end of year $3,188,382

  • 4 · Accounts receivable

    beginning of year $441,672 · end of year $681,401

  • 7 · Other notes and loans receivable

    beginning of year $75,000 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,831 · end of year $70,757

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

    $467,820

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

    $144,923

  • 10c · Land, buildings and equipment, net

    beginning of year $333,928 · end of year $322,897

  • 11 · Investments: publicly traded securities

    beginning of year $5,422,307 · end of year $5,519,917

  • 15 · Other assets

    beginning of year $1,000,207 · end of year $864,272

  • 17 · Accounts payable and accrued expenses

    beginning of year $639,230 · end of year $1,048,347

  • 18 · Grants payable

    beginning of year $378,495

  • 19 · Deferred revenue

    beginning of year $155,617 · end of year $840,183

  • 25 · Other liabilities

    beginning of year $1,104,186 · end of year $933,405

  • 27 · Net assets without donor restrictions

    beginning of year $7,533,946 · end of year $8,940,271

Mission and programs · 2024

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.

  • 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.

  • 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.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kathy Levee

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Steve Fogg

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Andy Becker

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Burns

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brenda Connelly

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Remley

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mauro Hernandez

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matt Hilty

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Kinkade

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kelly Odegaard

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Mack

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gabriela Sanchez

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Marcy Boyd

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matt Dunham

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Zach Fogg

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hunter McLane

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Kofstad

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lori Mueller

    CFO

    Total calculated
    $201,787
    From this org
    $182,614
    From related orgs
    $0
    Other
    $19,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,919
    Bonus
    $16,695
    Other
    $0
    Deferred
    $9,277
    Nontaxable benefits
    $9,896
    Filer's total
    $201,787

  • Philip Bentley

    PRESIDENT & CEO

    Total calculated
    $593,336
    From this org
    $573,289
    From related orgs
    $0
    Other
    $20,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $503,831
    Bonus
    $69,458
    Other
    $0
    Deferred
    $9,500
    Nontaxable benefits
    $10,547
    Filer's total
    $593,336

  • Elizabeth Batlan

    SR. VP OF GOVERNMENT RELATIONS

    Total calculated
    $257,289
    From this org
    $237,575
    From related orgs
    $0
    Other
    $19,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,513
    Bonus
    $26,062
    Other
    $0
    Deferred
    $9,500
    Nontaxable benefits
    $10,214
    Filer's total
    $257,289

  • Eugenia Liu

    GENERAL COUNCIL

    Total calculated
    $281,601
    From this org
    $262,222
    From related orgs
    $0
    Other
    $19,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,236
    Bonus
    $25,986
    Other
    $0
    Deferred
    $9,500
    Nontaxable benefits
    $9,879
    Filer's total
    $281,601

  • James Carlson

    SENIOR ADVISOR

    Total calculated
    $684,501
    From this org
    $664,454
    From related orgs
    $0
    Other
    $20,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $664,454
    Bonus
    $0
    Other
    $0
    Deferred
    $9,500
    Nontaxable benefits
    $10,547
    Filer's total
    $684,501

  • Nicolette Reilly

    SR. VP OF QUALITY SERVICE

    Total calculated
    $290,505
    From this org
    $269,519
    From related orgs
    $0
    Other
    $20,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,185
    Bonus
    $24,334
    Other
    $0
    Deferred
    $9,500
    Nontaxable benefits
    $11,486
    Filer's total
    $290,505

  • Roseanna Ward

    SR. VP OF STRATEGY

    Total calculated
    $191,145
    From this org
    $172,209
    From related orgs
    $0
    Other
    $18,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,277
    Bonus
    $22,932
    Other
    $0
    Deferred
    $8,878
    Nontaxable benefits
    $10,058
    Filer's total
    $191,145

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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

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

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.

  • OREGON CARE PARTNERS LLC

    PROVIDE CAREGIVER TRAINING · OR · income $2,021,520 · assets $536,238

    Directly controlled by OHCA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • OHCA SERVICE CORPORATION

    C · BUSINESS SERVICES · OR · 100% owned · share of income $17,811 · share of assets $82,828 · controlled entity

    Directly controlled by OHCA

Provenance

Return type
form_990
Tax year
2024
Filed
3 August 2026
IRS schema version
2024v5.5
Source object
202632169349300508

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