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← OREGON HEALTH CARE ASSOCIATION

Form 990 for tax year 2023

Filed by OREGON HEALTH CARE ASSOCIATION.

Totals

Total revenue
$5,275,663
Total expenses
$4,634,213
Contributions and grants received
$0
Grants paid
$22,500
Program service revenue
$4,948,962
Investment income
$303,286
Other revenue
$23,415
Total assets, end of year
$9,811,474
Total liabilities, end of year
$2,277,528
Net assets or fund balances, end of year
$7,533,946
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 2a · Program service revenue: EVENT REVENUE

    total $1,091,692 · related or exempt $1,063,692 · unrelated business $28,000

  • 2b · Program service revenue: Membership Dues & Assessments

    total $3,003,725 · related or exempt $1,634,851 · excluded $1,368,874

  • 2c · Program service revenue: MGMT FEES AND OTHER

    total $499,343 · related or exempt $499,343

  • 2d · Program service revenue: WORKSHOP REVENUE

    total $354,202 · related or exempt $354,202

  • 3 · Investment income

    total $229,895 · excluded $229,895

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $23,415

  • 6c · Rental income or loss

    real property $23,415

  • 6d · Net rental income or loss

    total $23,415 · excluded $23,415

  • 7a · Gross sales of assets other than inventory

    securities $73,391

  • 7c · Gain or loss

    securities $73,391

  • 7d · Net gain or loss

    total $73,391 · excluded $73,391

  • 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 $22,500

  • 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 $744,558

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,032,013

  • 8 · Pension plan contributions

    total $218,072

  • 9 · Other employee benefits

    total $109,730

  • 10 · Payroll taxes

    total $176,753

  • 11a · Fees: management

    total $28,415

  • 11b · Fees: legal

    total $10,295

  • 11c · Fees: accounting

    total $17,775

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $267,792

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $163,370

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $294,979

  • 17 · Travel

    total $112,500

  • 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 $37,649

  • 23 · Insurance

    total $11,462

  • 24a · Other expenses: Food

    total $216,989

  • 24b · Other expenses: Bank Charges

    total $40,089

  • 24c · Other expenses: Supplies

    total $32,809

  • 24d · Other expenses: Bad Debt Expense

    total $22,404

  • 24e · All other expenses

    total $74,059

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $628,376 · end of year $555,386

  • 2 · Savings and temporary cash investments

    beginning of year $3,195,894 · end of year $1,957,143

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $392,117 · end of year $441,672

  • 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

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

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $44,247 · end of year $25,831

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

    $472,746

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

    $138,818

  • 10c · Land, buildings and equipment, net

    beginning of year $90,788 · end of year $333,928

  • 11 · Investments: publicly traded securities

    beginning of year $3,570,853 · end of year $5,422,307

  • 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 $1,049,290 · end of year $1,000,207

  • 17 · Accounts payable and accrued expenses

    beginning of year $579,375 · end of year $639,230

  • 18 · Grants payable

    beginning of year $686,886 · end of year $378,495

  • 19 · Deferred revenue

    beginning of year $147,060 · end of year $155,617

  • 25 · Other liabilities

    beginning of year $1,140,893 · end of year $1,104,186

  • 27 · Net assets without donor restrictions

    beginning of year $6,492,351 · end of year $7,533,946

Mission and programs · 2023

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. OHCA's FY23-24 financial statements did not include any revenue related to this grant. During FY23-24, OHCA disbursed $107k to University of Nebraska and $201k to University of Portland from these funds for the projects previously described.

As filed on the 2023 return.

Listed in Part VII

  • James Carlson

    Sr. Advisor

    Total calculated
    $559,202
    From this org
    $539,288
    From related orgs
    $0
    Other
    $19,914
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $424,597
    Bonus
    not reported
    Other
    $114,691
    Deferred
    $9,500
    Nontaxable benefits
    $10,414
    Filer's total
    $559,202

  • Philip Bentley

    President & CEO

    Total calculated
    $549,318
    From this org
    $529,654
    From related orgs
    $0
    Other
    $19,664
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $463,504
    Bonus
    $66,150
    Other
    not reported
    Deferred
    $9,500
    Nontaxable benefits
    $10,164
    Filer's total
    $549,318

  • Nicolette Rielly

    Sr VP Quality Serv

    Total calculated
    $279,509
    From this org
    $260,437
    From related orgs
    $0
    Other
    $19,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,262
    Bonus
    $23,175
    Other
    not reported
    Deferred
    $9,500
    Nontaxable benefits
    $9,572
    Filer's total
    $279,509

  • Eugenia Liu

    General Counsel

    Total calculated
    $271,325
    From this org
    $251,767
    From related orgs
    $0
    Other
    $19,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,863
    Bonus
    $24,904
    Other
    not reported
    Deferred
    $9,500
    Nontaxable benefits
    $10,058
    Filer's total
    $271,325

  • Elizabeth Batlan

    Sr VP Gov Relation

    Total calculated
    $242,341
    From this org
    $222,741
    From related orgs
    $0
    Other
    $19,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,915
    Bonus
    $26,826
    Other
    not reported
    Deferred
    $9,500
    Nontaxable benefits
    $10,100
    Filer's total
    $242,341

  • Lori Mueller

    CFO

    Total calculated
    $195,240
    From this org
    $176,840
    From related orgs
    $0
    Other
    $18,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,940
    Bonus
    $15,900
    Other
    not reported
    Deferred
    $8,985
    Nontaxable benefits
    $9,415
    Filer's total
    $195,240

  • Roseanna Ward

    Sr VP Strategy

    Total calculated
    $177,805
    From this org
    $159,467
    From related orgs
    $0
    Other
    $18,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,907
    Bonus
    $14,560
    Other
    not reported
    Deferred
    $8,241
    Nontaxable benefits
    $10,097
    Filer's total
    $177,805

  • Lisa Maynard

    member

    Total calculated
    $0
    Hours/week
    1

  • Kathy Levee

    Immd Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Steve Fogg

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Mark Kinkade

    Member

    Total calculated
    $0
    Hours/week
    1

  • Rick Dillon

    Member

    Total calculated
    $0
    Hours/week
    1

  • JoAnn Vance

    Member

    Total calculated
    $0
    Hours/week
    1

  • Mauro Hernandez

    Member

    Total calculated
    $0
    Hours/week
    1

  • Marcy Boyd

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Mack

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andy Becker

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Mark Remley

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Burns

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matt Hilty

    Member

    Total calculated
    $0
    Hours/week
    1

  • Kelly Odegarrd

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ryan DELAMARTER

    member

    Total calculated
    $0
    Hours/week
    1

  • Brenda Connelly

    Member

    Total calculated
    $0
    Hours/week
    1

  • Gabriela Sanchez

    member

    Total calculated
    $0
    Hours/week
    1

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

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Oregon Care Partners LLC

    Related · Provide Caregiver Training · OR · 50% owned · share of income -$5,338 · share of assets $307,813 · general or managing partner

    Directly controlled by OR Health Care Assoc

Related corporations and trusts

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

  • OHCA Service Corporation

    C Corp · Business Services · OR · 100% owned · share of income -$1,797 · share of assets $5,115 · controlled entity

    Directly controlled by OHCA

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202542269349302794

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