Form 990 for tax year 2024
Filed by OREGON HEALTH AND EDUCATION COLLABORATIVE.
Totals
- Total revenue
- $899,286
- Total expenses
- $721,641
- Contributions and grants received
- $884,563
- Grants paid
- $251,808
- Program service revenue
- $0
- Investment income
- $14,723
- Other revenue
- $0
- Total assets, end of year
- $694,305
- Total liabilities, end of year
- $39,666
- Net assets or fund balances, end of year
- $654,639
- Program services expenses (Part IX)
- $613,970
- Management and general expenses
- $71,138
- Fundraising expenses
- $36,533
- Program service expenses (Part III)
- $613,970
Program services were 85.1% 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
$884,563
-
3 · Investment income
total $14,723 · excluded $14,723
-
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
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $251,808 · program services $251,808
-
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 $174,125 · program services $127,703 · management and general $25,893 · fundraising $20,529
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $95,879 · program services $70,317 · management and general $14,258 · fundraising $11,304
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $17,413 · program services $12,771 · management and general $2,589 · fundraising $2,053
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $10,575 · management and general $10,575
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $9,447 · program services $6 · management and general $8,112 · fundraising $1,329
-
12 · Advertising and promotion
total $913 · program services $125 · management and general $788
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $3,418 · program services $1,726 · management and general $1,327 · fundraising $365
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $3,596 · program services $1,293 · management and general $2,303
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $730 · management and general $730
-
23 · Insurance
total $375 · management and general $375
-
24a · Other expenses: PROJECT COSTS
total $106,959 · program services $106,959
-
24b · Other expenses: PUB, AWARE&COMMUNITY ENGAGEMEN
total $39,569 · program services $39,569
-
24c · Other expenses: SOFTWARE SUBSCRIPTIONS
total $2,529 · management and general $1,848 · fundraising $681
-
24d · Other expenses: MEALS & NETWORKING
total $1,422 · program services $1,054 · management and general $157 · fundraising $211
-
24e · All other expenses
total $2,883 · program services $639 · management and general $2,183 · fundraising $61
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $487,555 · end of year $616,467
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $75,000
-
4 · Accounts receivable
beginning of year $750 · end of year $0
-
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
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$3,838
-
10b · Land, buildings and equipment: accumulated depreciation
$1,001
-
10c · Land, buildings and equipment, net
beginning of year $2,437 · end of year $2,837
-
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
end of year $1
-
25 · Other liabilities
beginning of year $13,748 · end of year $39,666
-
27 · Net assets without donor restrictions
beginning of year $476,994 · end of year $421,458
-
28 · Net assets with donor restrictions
end of year $233,181
Mission and programs · 2024
Mission
SUPPORT PLACE-BASED, CROSS-SECTOR COLLABORATION BETWEEN HEALTHCARE AND EDUCATION PARTNERS TO MAKE A SYSTEMIC CHANGE AND ACHIEVE POSITIVE OUTCOMES FOR ALL OF OREGON'S YOUTH.
-
THE OREGON HEALTH AND EDUCATION COLLABORATIVE (THE COLLABORATIVE) IS IN ITS THIRD YEAR OF OPERATIONS AS A STATEWIDE SOCIAL IMPACT ORGANIZATION AND HAS ALREADY MADE INCREDIBLE GAINS WITH THE UPSTREAM INITIATIVE, AND ORGANIZATIONALLY. OUR STATEWIDE UPSTREAM INITIATIVE IS A COMMUNITY-LED EFFORT, WORKING TO ENSURE THAT IN EVERY COMMUNITY IN OREGON, EVERY PERSON WHO IS PREGNANT OR CARING FOR AN INFANT OR TODDLER KNOWS EXACTLY WHERE TO GO FOR SUPPORT AND CARE. ORGANIZATIONALLY, WE CONTINUE TO DEVELOP OUR IDENTITY, CLARIFY OUR VISION AND ARTICULATE OUR STRATEGY, DEMONSTRATING STRENGTH AND GROWTH FOR A STARTUP NONPROFIT.LISTED BELOW ARE THE KEY OUTCOMES ACHIEVED IN 2024:. SUPPORTED 5 COMMUNITY-BASED DESIGN PILOTS FROM DIVERSE REGIONS ACROSS OREGON TO CREATE, WITH CROSS-SECTOR ENGAGEMENT, A CHILD SUCCESS MODEL FOR THE FIRST 1000 DAYS OF LIFE THAT IS SPECIFIC TO THEIR REGION.. ALL 5 DESIGN PILOTS SUBMITTED A CHILD SUCCESS MODEL AFTER A YEAR COMMUNITY BASED PROCESS IN EACH REGION.. CONVENED 3 LEARNING COMMUNITIES FROM DIVERSE REGIONS ACROSS OREGON TO PARTICIPATE IN THE DESIGN OF A STATWIDE CHILD SUCCESS MODEL.. ENGAGED ALL 8 REGIONS ( 5 DESIGN PILOTS AND 3 LEARNING COMMUNITIES), REPRESENTING NEARLY HALF OF OREGON'S COUNTIES, IN A LEARNING COLLABORATIVE, STAFFED BY PROFESSIONAL FACILITATORS AND A RESEARCHER.. ONE OF THE OUTCOMES OF THIS LEARNING COLLABORATIVE INCLUDES 7 OVERARCHING THEMES THAT INFORM THE DESIGN OF A CHILD SUCCESS MODEL FOR OREGON.. CONDUCTED A ROBUST STRATEGIC COMMUNICATION STRATEGY TO BOTH SUPPORT THE UPSTREAM INITIATIVE PARTICIPANTS, AND TO PROMOTE THE WORK OF THE UPSTREAM INITIATIVE WITH STAKEHOLDERS AROUND THE STATE.. BASED ON THESE 7 OVERARCHING THEMES AND THE 5 LOCAL CHILD SUCCESS MODELS, AND WITH INPUT FROM DESIGN PILOTS AND OTHER KEY STAKEHOLDERS, WE DRAFTED SENATE BILL 1167, WHICH HAS BIPARTISAN SUPPORT FROM LEGISLATORS ACROSS THE STATE OF OREGON.. SB 1167, KNOWN AS THE CHILD SUCCESS ACT, IF PASSED, WOULD INVEST $12M STATEWIDE INTO CHILD SUCCESS MODELS, AND WOULD BE THE FIRST LEGISLATION NATIONALLY THAT WOULD CODIFY INTO STATUTE THE IMPORTANCE OF INVESTING IN THE FIRST 1000 DAYS AS A PRIMARY PREVENTION STRATEGY.. DESIGN PILOT COMMUNITIES CONSISTENTLY REPORT THAT AS A RESULT OF ENGAGING IN THE UPSTREAM INITIATIVE, EXISTING RELATIONSHIPS HAVE DEEPENED, CONVERSATIONS ARE MORE FOCUSED ON THIS CRUCIAL AND PRECIOUS TIME PERIOD OF THE FIRST 1000 DAYS OF LIFE, AND CREATIVITY FOR SYSTEMS RE-DESIGN HAS BEEN UNLEASHED OR REINVIGORATED.IN SUMMARY, DURING OUR SECOND YEAR OF BEING AN ORGANIZATION AND OPERATING THE UPSTREAM INITIATIVE, WE ACHIEVED STRONG STATEWIDE COMMUNITY-BASED ENGAGEMENT, RESULTING IN LEGISLATION THAT, IF PASSED, WILL RESOURCE THESE LOCAL CHILD SUCCESS MODELS, AND WE ARE IMPLEMENTING A COMPREHENSIVE STRATEGY TO ADVANCE THE WORK OF THESE COMMUNITIES.
Expenses $613,970 · Grants $857,681
As filed on the 2024 return.
Listed in Part VII
-
Chelsea KingCHELSEA KING
Executive Dir.
- Total calculated
- $174,125
- From this org
- $174,125
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,125
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $174,125
-
Dr Gustavo BalderasDR GUSTAVO BALDERAS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brent BarryBRENT BARRY
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dr Maggie Bennington-DavisDR MAGGIE BENNINGTON-DAVIS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Eric C HunterERIC C HUNTER
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Dr John KitzhaberDR JOHN KITZHABER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 13
-
Lisa O'ConnerLISA O'CONNER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kamesha RobinsonKAMESHA ROBINSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dr Reem HasanDR REEM HASAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Heidi SipeHEIDI SIPE
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Kali Thorne-LaddKALI THORNE-LADD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marsha WilliamsMARSHA WILLIAMS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jamie VandergonJAMIE VANDERGON
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. 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
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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
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
-
$69,350
-
$65,000
-
$65,000
-
INTERMOUNT EDU SERVICE DIST
$52,458
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202541279349302134
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