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Nonprofiteer
← NORTHWEST HEALTH FOUNDATION FUND II

Form 990 for tax year 2023

Filed by NORTHWEST HEALTH FOUNDATION FUND II.

Totals

Total revenue
$2,071,366
Total expenses
$8,488,037
Contributions and grants received
$1,624,490
Grants paid
$6,278,600
Program service revenue
$0
Investment income
$446,876
Other revenue
$0
Total assets, end of year
$14,951,889
Total liabilities, end of year
$5,409,985
Net assets or fund balances, end of year
$9,541,904
Program services expenses (Part IX)
$8,359,213
Management and general expenses
$128,750
Fundraising expenses
$74
Program service expenses (Part III)
$8,359,213

Program services were 98.5% 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.

  • 1e · Government grants (contributions)

    $143,369

  • 1f · All other contributions, gifts and grants

    $1,481,121

  • 3 · Investment income

    total $446,876 · excluded $446,876

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,278,600 · program services $6,278,600

  • 5 · Compensation of officers, directors and key employees

    total $265,971 · program services $169,906 · management and general $96,065

  • 7 · Other salaries and wages

    total $289,850 · program services $240,296 · management and general $49,554

  • 8 · Pension plan contributions

    total $35,621 · program services $29,598 · management and general $6,023

  • 9 · Other employee benefits

    total $31,069 · program services $25,546 · management and general $5,523

  • 10 · Payroll taxes

    total $43,672 · program services $32,799 · management and general $10,873

  • 11b · Fees: legal

    total $3,600 · program services $3,600

  • 11c · Fees: accounting

    total $16,831 · management and general $16,831

  • 11f · Fees: investment management

    total $23,974 · management and general $23,974

  • 11g · Fees: other

    total $1,212,059 · program services $1,181,569 · management and general $30,490

  • 13 · Office expenses

    total $10,093 · program services $7,869 · management and general $2,224

  • 14 · Information technology

    total $20,747 · program services $19,274 · management and general $1,473

  • 16 · Occupancy

    total $78,864 · program services $61,958 · management and general $16,906

  • 17 · Travel

    total $10,399 · program services $8,256 · management and general $2,143

  • 19 · Conferences, conventions and meetings

    total $142,963 · program services $138,683 · management and general $4,206 · fundraising $74

  • 22 · Depreciation, depletion and amortization

    total $4,659 · program services $3,660 · management and general $999

  • 23 · Insurance

    total $7,703 · management and general $7,703

  • 24e · All other expenses

    total $11,362 · program services $157,599 · management and general -$146,237

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50 · end of year $50

  • 2 · Savings and temporary cash investments

    beginning of year $9,367,265 · end of year $12,111,433

  • 3 · Pledges and grants receivable

    beginning of year $5,350,000 · end of year $12,000

  • 4 · Accounts receivable

    beginning of year $56,915 · end of year $65,349

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,475 · end of year $225

  • 11 · Investments: publicly traded securities

    beginning of year $2,445,036 · end of year $2,762,832

  • 17 · Accounts payable and accrued expenses

    beginning of year $183,353 · end of year $76,876

  • 18 · Grants payable

    beginning of year $878,500 · end of year $4,888,157

  • 19 · Deferred revenue

    beginning of year $182,360 · end of year $164,720

  • 25 · Other liabilities

    beginning of year $301,065 · end of year $280,232

  • 27 · Net assets without donor restrictions

    beginning of year $1,349,089 · end of year $1,945,979

  • 28 · Net assets with donor restrictions

    beginning of year $14,327,374 · end of year $7,595,925

Mission and programs · 2023

Mission

BY BUILDING CAPACITY AND FORMING STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH, WE ARE FURTHERING OUR VISION OF GIVING EVERY PERSON THE OPPORTUNITY TO LEAD A HEALTHY LIFE. FROM DONOR-ADVISED FUNDS TO CO-INVESTMENT PARTNERSHIPS, (CONTINUED ON SCHEDULE O)WE HELP DEVELOP TARGETED PROGRAMS THAT ACHIEVE RESULTS AND IMPROVE HEALTH.

Activities or mission (Part I)

TO BUILD CAPACITY AND FORM STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH.

  • NORTHWEST HEALTH FOUNDATION FUND II'S (NWHF FUND II) CIVIC HEALTH INITIATIVE PROVIDES PROJECT SPECIFIC 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 $231,439 · Grants $9,000

  • THE JUSTICE REINVESTMENT EQUITY PROGRAM (JREP) SEEKS TO REDUCE INCARCERATION, PROMOTE HEALING FOR SURVIVORS OF VIOLENCE, AND ADVANCE COMMUNITY SAFETY IN OREGON. JREP INVESTS IN CULTURALLY SPECIFIC ORGANIZATIONS AND CULTURALLY RESPONSIVE PROVIDERS THAT SERVE THE COMMUNITIES MOST HARMED AND LEAST HELPED BY THE CRIMINAL LEGAL SYSTEM, INCLUDING BLACK, INDIGENOUS, LATINX, PACIFIC ISLANDER, AND OTHER COMMUNITIES OF COLOR. JREP PROVIDES GROUPS WITH PROJECT SPECIFIC GRANTS AND ACCESS TO A ROBUST CAPACITY-BUILDING PROGRAM.

    Expenses $6,629,661 · Grants $5,561,000

  • NORTHWEST HEALTH FOUNDATION FUND II (NWHF FUND II) MANAGES THE ADVANCING DISABILITY JUSTICE PROGRAM, A COLLABORATION WITH OTHER DONORS TO SUPPORT ORGANIZATIONS WITH GRANTS AND CAPACITY BUILDING TO SUPPORT THE LEADERSHIP OF PEOPLE WITH DISABILITIES AND TO BUILD COMMUNITY CONNECTIONS AND ADDRESS ABLEISM.

    Expenses $30,942 · Grants $4,000

  • OTHER PROGRAMS: NWHF FUND II MANAGED MULTIPLE FUNDS FOCUSING ON CIVIC ENGAGEMENT, HEALTH POLICY, HEALTH AND EDUCATION, AND HEALTH AND ECONOMIC OPPORTUNITY.

    Expenses $1,467,171 · Grants $704,600

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jesse Beason

    PRESIDENT & CEO

    Total calculated
    $260,981
    From this org
    $0
    From related orgs
    $225,180
    Other
    $35,801
    Hours/week
    9.3 + 30.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,180 related
    Bonus
    $0
    Other
    $0
    Deferred
    $7,848 + $25,902 related
    Nontaxable benefits
    $481 + $1,570 related
    Filer's total
    $8,329 + $252,652 related

  • Anita Rodgers

    DIRECTOR OF FINANCE & OPERATIONS

    Total calculated
    $177,964
    From this org
    $0
    From related orgs
    $149,193
    Other
    $28,771
    Hours/week
    17.1 + 22.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,193 related
    Bonus
    $0
    Other
    $0
    Deferred
    $10,154 + $10,268 related
    Nontaxable benefits
    $4,150 + $4,199 related
    Filer's total
    $14,304 + $163,660 related

  • Jennifer Matheson

    DIRECTOR OF PROGRAMS

    Total calculated
    $188,534
    From this org
    $0
    From related orgs
    $155,489
    Other
    $33,045
    Hours/week
    23.2 + 16.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,489 related
    Bonus
    $0
    Other
    $0
    Deferred
    $13,831 + $10,019 related
    Nontaxable benefits
    $5,336 + $3,859 related
    Filer's total
    $19,167 + $169,367 related

  • Felicita Monteblanco

    PUBLIC AFFAIRS MANAGER

    Total calculated
    $125,313
    From this org
    $0
    From related orgs
    $101,320
    Other
    $23,993
    Hours/week
    3 + 37 related

  • Cyreena Boston Ashby

    BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR

    Total calculated
    $6,500
    From this org
    $0
    From related orgs
    $6,500
    Other
    $0
    Hours/week
    1.2 + 2.5 related

  • Mechele Johnson

    BOARD VICE CHAIR

    Total calculated
    $3,500
    From this org
    $0
    From related orgs
    $3,500
    Other
    $0
    Hours/week
    0.6 + 1.2 related

  • David Saez

    BOARD TREASURER/FINANCE COMMITTEE CHAIR

    Total calculated
    $3,500
    From this org
    $0
    From related orgs
    $3,500
    Other
    $0
    Hours/week
    0.6 + 1.2 related

  • Corinne Sams

    BOARD SECRETARY

    Total calculated
    $3,500
    From this org
    $0
    From related orgs
    $3,500
    Other
    $0
    Hours/week
    0.6 + 1.2 related

  • Eddie Melendrez

    BOARD MEMBER/GOVERNANCE COMMITTEE CHAIR

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

  • Jason McNeal Graham

    BOARD MEMBER

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0.4 + 0.7 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433169349305388

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

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