Form 990 for tax year 2023
Filed by OREGON COMMUNITY HEALTH WORKERS ASSOCIATION.
Totals
- Total revenue
- $3,780,849
- Total expenses
- $3,377,287
- Contributions and grants received
- $3,484,738
- Grants paid
- $2,119,897
- Program service revenue
- $291,645
- Investment income
- $2,242
- Other revenue
- $2,224
- Total assets, end of year
- $2,837,746
- Total liabilities, end of year
- $1,075,854
- Net assets or fund balances, end of year
- $1,761,892
- Program services expenses (Part IX)
- $3,003,507
- Management and general expenses
- $352,418
- Fundraising expenses
- $21,362
- Program service expenses (Part III)
- $3,003,507
Program services were 88.9% 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.
-
1b · Membership dues
$4,825
-
1e · Government grants (contributions)
$2,056,665
-
1f · All other contributions, gifts and grants
$1,423,248
-
2a · Program service revenue: CLASS AND TRAINING FEES
total $66,807 · related or exempt $66,807
-
2b · Program service revenue: CONFERENCE SPONSORSHIPS
total $6,100 · related or exempt $6,100
-
2c · Program service revenue: CONFERENCE TICKETS
total $24,676 · related or exempt $24,676
-
2d · Program service revenue: CONSULTING SERVICES
total $29,515 · related or exempt $29,515
-
2e · Program service revenue: FISCAL SPONSOR AGENCY FEE
total $164,547 · related or exempt $164,547
-
3 · Investment income
total $2,242 · excluded $2,242
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $2,224 · excluded $2,224
-
11e · Other revenue, total
$2,224
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,119,897 · program services $2,119,897
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $117,875 · program services $24,754 · management and general $75,440 · fundraising $17,681
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $325,174 · program services $324,900 · management and general $274
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $48,603 · program services $38,544 · management and general $8,155 · fundraising $1,904
-
10 · Payroll taxes
total $43,080 · program services $33,695 · management and general $7,608 · fundraising $1,777
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $511,861 · program services $322,776 · management and general $189,085
-
12 · Advertising and promotion
total $17,942 · program services $17,942
-
13 · Office expenses
total $0
-
14 · Information technology
total $10,614 · program services $1,417 · management and general $9,197
-
15 · Royalties
total $0
-
16 · Occupancy
total $71,769 · program services $39,810 · management and general $31,959
-
17 · Travel
total $17,714 · program services $13,405 · management and general $4,309
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $130 · management and general $130
-
23 · Insurance
total $8,272 · program services $1,755 · management and general $6,517
-
24a · Other expenses: DUES AND SUBS
total $55,667 · program services $54,787 · management and general $880
-
24b · Other expenses: BAD DEBT EXPENSE
total $10,000 · management and general $10,000
-
24c · Other expenses: SUPPLIES
total $9,367 · program services $5,543 · management and general $3,824
-
24d · Other expenses: TELEPHONE
total $4,449 · program services $3,615 · management and general $834
-
24e · All other expenses
total $4,873 · program services $667 · management and general $4,206
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,382,077 · end of year $1,910,533
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $1,006,874 · end of year $907,791
-
4 · Accounts receivable
end of year $1,800
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $10,434 · end of year $17,622
-
10a · Land, buildings and equipment: cost or other basis
$3,059
-
10b · Land, buildings and equipment: accumulated depreciation
$3,059
-
10c · Land, buildings and equipment, net
beginning of year $130 · end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $67,500 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $708,058 · end of year $240,299
-
25 · Other liabilities
beginning of year $55,767 · end of year $835,555
-
27 · Net assets without donor restrictions
beginning of year $155,474 · end of year $859,323
-
28 · Net assets with donor restrictions
beginning of year $1,547,716 · end of year $902,569
Mission and programs · 2023
Mission
Oregon Community Health Workers Association (ORCHWA) is the statewide professional association for community health workers (CHWs) in Oregon. ORCHWAs mission is to serve as a unified voice to empower and advocate for CHWs and their communities. ORCHWA holds a vision of CHWs being recognized as valued professionals, while working together to advance community health, social justice, and equity.
-
For the year ended June 30, 2024, ORCHWA operated the following programs:(i) Community Education Worker (CEW) Program:The CEW Program is a Portland-metro-based collaborative of culturally specific organizations. Within the collaborative ORCHWA serves as the backbone and fiscally responsible organization, and serves to support the CHW workforce and their employees at CEW Partnering organizations, in providing linguistically specific and culturally centered services to communities. The CEW Program strives to decrease inequities in educational outcomes and increase the success of children from infancy to six years of age.(ii) Workforce Development & Training:ORCHWA is a State of Oregon-approved CHW training site, this training site approval allows the provision of state-recognized training for the CHW workforce across the state. Under this program, ORCHWA provides a 90-hour foundational training for Oregon residents to become certified CHWs. Additionally, ORCHWA offers workforce development and educational opportunities for CHWs to complete continuing education units (CEUs) required to maintain CHW state certification. (iii) Policy and Advocacy:ORCHWA has a rich history of engaging in policy and advocacy efforts both in the state and national arena. Policy and advocacy have been foundational in our work and pivotal in amplifying the voice of CHWs, increasing recognition of the workforce, promoting sustainable payment for CHW services, and increasing inclusion of CHWs in workforce-related policy and legislation.(iv) Technical Assistance & Education:ORCHWA offers technical assistance to community-based organizations, health systems, CCOs, and other interested parties to support partnership with and integration of CHWs, and the development of CHW programs. Technical assistance services range from hourly support to contracted and bundled services, CHW program review, and recommendation development. ORCHWA promotes activities, and the development of, programs conducive to the retention of the CHW workforce including livable wages, appropriate and aligned scope of practice, full reimbursement for services, and environments that engage in promising practices to support professional development and decrease workforce burnout. Accordingly, ORCHWA staff serve on various committees and workgroups, are invited to speak on panels, develop educational material, and record webinars.(v) Third-Party Billing (3PB):ORCHWA is developing infrastructure to enable billing Medicaid on behalf of community-based organizations for community-based CHW services, thus reducing the administrative burden of employing community-based organizations. The development of 3PB will increase community-based CHW workforce stability through an aligned, developed, infrastructure to enable payment for community-based community health worker service. The 3PB infrastructure will be replicable, scalable, and allow for geographic-specific individualization/customization. As part of a blended funding model, billing under 3PB will increase the sustainability and stability of the workforce, while increasing community access to CHW member/individual-centered services ultimately part of a strategy to support broader health and wellness of Oregonians most impacted by health inequities and barriers to services.(vi) Fiscal Sponsorship:As of July 2022, ORCHWA began providing fiscal sponsorship for two organizations, the Oregon Health Equity Coalition (OHEA) and the Indigenous Health Equity Institute (IHEI). In the role of fiscal sponsor, ORCHWA administers various back office administrative support including human resources, financial reporting and fiscal oversight.
Expenses $3,003,507
As filed on the 2023 return.
Listed in Part VII
-
JENINE SMART
Executive Dir.
- Total calculated
- $117,875
- From this org
- $117,875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
ADRIANA RODRIGUEZ
Chair
- Total calculated
- $0
- Hours/week
- 2
-
DR JULIO MALDONADO
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
MARIA TAFOLLA
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
DR ZEENIA JUNKEER
Director
- Total calculated
- $0
- Hours/week
- 2
-
MARIA ANTONIA SANCHEZ
Director
- Total calculated
- $0
- Hours/week
- 2
-
THERESE LUGANO
Director
- Total calculated
- $0
- Hours/week
- 2
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.
Grants on this return
-
OREGON HEALTH EQUITY ALLIANCE
$568,612
STAFF WAGES AND EXPENSES
-
$530,181
EDUCATIONAL PROGRAMMING SUPPORT
-
INDIGENOUS HEALTH EQUITY INST
$381,746
STAFF WAGES AND EXPENSES
-
$368,479
EDUCATIONAL PROGRAMMING SUPPORT
-
$286,494
EDUCATIONAL PROGRAMMING SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520559349301292
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