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Nonprofiteer
← CAREOREGON FOUNDATION

Form 990 for tax year 2023

Filed by CAREOREGON FOUNDATION.

Totals

Total revenue
$27
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$27
Other revenue
$0
Total assets, end of year
$25,000,027
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$25,000,027
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
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.

  • 3 · Investment income

    total $27 · excluded $27

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $25,000,027

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $25,000,027

Mission and programs · 2023

Mission

ADDRESS HEALTH EQUITY & IMPROVE THE HEALTH OF POPULATIONS IN OREGON FACING HEALTH DISPARITIES.

  • COMMUNITY REINVESTMENT.

As filed on the 2023 return.

Listed in Part VII

  • Brenda I Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Hyosuk Rhee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Gil Munoz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joanne Fuller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vickie S Gates

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David E Ford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric C Hunter

    EXECUTIVE DIRECTOR

    Total calculated
    $877,594
    From this org
    $0
    From related orgs
    $831,546
    Other
    $46,048
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $675,484 related
    Bonus
    $0 + $156,062 related
    Other
    $0
    Deferred
    $0 + $27,536 related
    Nontaxable benefits
    $0 + $18,512 related
    Filer's total
    $0 + $877,594 related

  • Teresa K Learn

    TREASURER

    Total calculated
    $447,097
    From this org
    $0
    From related orgs
    $398,421
    Other
    $48,676
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,737 related
    Bonus
    $0 + $66,684 related
    Other
    $0
    Deferred
    $0 + $26,785 related
    Nontaxable benefits
    $0 + $21,891 related
    Filer's total
    $0 + $447,097 related

  • Nora R Leibowitz

    SECRETARY

    Total calculated
    $389,774
    From this org
    $0
    From related orgs
    $339,554
    Other
    $50,220
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,585 related
    Bonus
    $0 + $56,433 related
    Other
    $0 + $536 related
    Deferred
    $0 + $28,030 related
    Nontaxable benefits
    $0 + $22,190 related
    Filer's total
    $0 + $389,774 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

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
RELATED ORGANIZATION CAREOREGON, INC. REIMBURSED HEALTH CLUB DUES FOR ERIC HUNTER, CEO AND NORA LEIBOWITZ, CHIEF STRATEGY OFFICER, IN THE AMOUNTS OF $420 AND $245 RESPECTIVELY. THE REIMBURSEMENTS WERE INCLUDED AS TAXABLE COMPENSATION TO THESE PARTIES. THE AMOUNTS RELATE TO THEIR SERVICES TO CAREOREGON, INC, A RELATED ORGANIZATION; ACCORDINGLY, OFFICERS AND DIRECTORS WERE NOT COMPENSATED BY CAREOREGON FOUNDATION.

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
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403169349305080

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