2024-11-11T18:28:46-06:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 931293344 NORTHWEST HEALTH FOUNDATION FUND II NORT 5032201955 221 NW SECOND AVENUE 300 PORTLAND OR 97209 ANITA RODGERS DIRECTOR OF FINANCE & OPER. 5032201945 2024-11-11 1 0 SANG AHN P00540880 5032270581 2023 2024-10-15 13:58:12Z JESSE BEASON 221 NW SECOND AVENUE 300 PORTLAND OR 97209 2071366 0 X N/A X 1999 OR TO BUILD CAPACITY AND FORM STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH. 6 6 0 0 0 0 13259239 1624490 0 0 66502 446876 0 0 13325741 2071366 1341178 6278600 0 0 454243 666183 0 0 74 646359 1543254 2441780 8488037 10883961 -6416671 17221741 14951889 1545278 5409985 15676463 9541904 X 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. 0 0 231439 9000 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. 6629661 5561000 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. 30942 4000 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. 1467171 704600 OTHER PROGRAMS: NWHF FUND II MANAGED MULTIPLE FUNDS FOCUSING ON CIVIC ENGAGEMENT, HEALTH POLICY, HEALTH AND EDUCATION, AND HEALTH AND ECONOMIC OPPORTUNITY. 1467171 704600 8359213 1 1 0 1 0 1 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 22 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X ANITA RODGERS 5032201945 221 NW SECOND AVE SUITE 300 PORTLAND OR 97209 JESSE BEASON PRESIDENT & CEO 9.30 30.70 X 0 225180 35801 ANITA RODGERS DIRECTOR OF FINANCE & OPERATIONS 17.10 22.90 X 0 149193 28771 JENNIFER MATHESON DIRECTOR OF PROGRAMS 23.20 16.80 X 0 155489 33045 FELICITA MONTEBLANCO PUBLIC AFFAIRS MANAGER 3.00 37.00 X 0 101320 23993 CYREENA BOSTON ASHBY BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR 1.20 2.50 X X 0 6500 0 MECHELE JOHNSON BOARD VICE CHAIR 0.60 1.20 X X 0 3500 0 DAVID SAEZ BOARD TREASURER/FINANCE COMMITTEE CHAIR 0.60 1.20 X X 0 3500 0 CORINNE SAMS BOARD SECRETARY 0.60 1.20 X X 0 3500 0 EDDIE MELENDREZ BOARD MEMBER/GOVERNANCE COMMITTEE CHAIR 0.40 0.70 X 0 3500 0 JASON MCNEAL GRAHAM BOARD MEMBER 0.40 0.70 X 0 2000 0 0 653682 121610 0 0 1 0 LATINO COALITION FOR COMMUNITY LEADERSHI 1201 24TH ST STE B110-389 BAKERSFIELD CA 93301 PROGRAM CONSULTING 700000 PORTLAND STATE UNIVERSITY PO BOX 751 MAIL CODE SPA PORTLAND OR 97207 PROGRAM CONSULTING 113027 2 143369 1481121 1624490 446876 446876 2071366 0 0 446876 X 6278600 6278600 265971 169906 96065 289850 240296 49554 35621 29598 6023 31069 25546 5523 43672 32799 10873 3600 3600 16831 16831 23974 23974 1212059 1181569 30490 10093 7869 2224 20747 19274 1473 78864 61958 16906 10399 8256 2143 142963 138683 4206 74 4659 3660 999 7703 7703 11362 157599 -146237 8488037 8359213 128750 74 50 50 9367265 12111433 5350000 12000 56915 65349 2475 225 2445036 2762832 17221741 14951889 183353 76876 878500 4888157 182360 164720 301065 280232 1545278 5409985 X 1349089 1945979 14327374 7595925 15676463 9541904 17221741 14951889 X -6416671 250612 31500 X X 0 1 X 1 0 X 931085 2218891 1015702 13259239 1624490 19049407 931085 2218891 1015702 13259239 1624490 19049407 4022392 15027015 111043 50048 38441 66502 446876 712910 19762317 0.76040 0.82560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 165943 0 0 0 165943 0 4 2646 340000 2528095 1 1 1820986 300933 13657 2108262 2092339 -249262 6399 15692 1820986 1953092 153895 14648 2092339 1884466 166262 83504 14132 1953092 1488711 265424 -141931 11600 1884466 0.18000 0.82000 0 0 0 DUE TO NORTHWEST HEALTH FOUNDATION 280232 280232 X PART V, LINE 4: THE FUNDS WILL BE USED TO SUSTAIN A PROGRAM OF RESEARCH AIMED AT ELIMINATING HEALTH DISPARITIES AND IMPROVING HEALTH AMONG ALL THE MEMBERS OF OUR COMMUNITIES. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 BEYOND THESE WALLS PO BOX 13006 PORTLAND OR 97213 851037488 501(C)(3) 325000 0 PROJECT SUPPORT CENTRAL CITY CONCERN INC 232 NW 6TH AVE PORTLAND OR 97209 930728816 501(C)(3) 225000 0 PROJECT SUPPORT CLACKAMAS WOMEN'S SERVICES 256 WARNER MILNE RD OREGON CITY OR 97045 930900119 501(C)(3) 225000 0 PROJECT SUPPORT CONSTRUCTING HOPE PRE-APPRENTICESHIP PROGRAM 405 NE CHURCH ST PORTLAND OR 97211 931155647 501(C)(3) 325000 0 PROJECT SUPPORT FISCAL SPONSOR SIDE PROJECT INC FOR DISABILITY JUSTICE DREAMING 2635 OLD OKEECHOBEE RD WEST PALM BEACH FL 33409 460769403 501(C)(3) 13000 0 CORE SUPPORT FOR A FISCALLY SPONSORED PROJECT HOLLA 14513 SE STARK ST PORTLAND OR 97233 931311456 501(C)(3) 325000 0 PROJECT SUPPORT JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM INC PO BOX 1087 MEDFORD OR 97501 943110224 501(C)(3) 325000 0 PROJECT SUPPORT KLAMATH TRIBAL HEALTH & FAMILY SERVICES 3949 S 6TH ST KLAMATH FALLS OR 97601 931071748 TRIBAL GOVERNMENT 11000 0 PROJECT SUPPORT LATINO NETWORK 410 NE 18TH AVE PORTLAND OR 97232 731675402 501(C)(3) 235000 0 PROJECT SUPPORT LOVE IS STRONGER GV PO 11842 PORTLAND OR 97211 871719002 501(C)(3) 325000 0 PROJECT SUPPORT MANO A MANO 2921 SADDLE CLUB ST SE 1009 SALEM OR 97317 930992858 501(C)(3) 325000 0 PROJECT SUPPORT NONPROFIT ASSOCIATION OF OREGON 4800 S MACADAM AVE SUITE 325 PORTLAND OR 97239 930685385 501(C)(3) 27000 0 GENERAL SUPPORT NORTHWEST HEALTH FOUNDATION 221 NW 2ND AVE SUITE 300 PORTLAND OR 97209 911854545 501(C)(4) 327600 0 PROJECT SUPPORT FISCAL SPONSOR FAMILY NURTURING CENTER FOR OREGON HEALTH AND EDUCATION COL 212 N OAKDALE AVE MEDFORD OR 97501 161726574 501(C)(3) 250000 0 CORE SUPPORT FOR A FISCALLY SPONSORED PROJECT OREGON HEALTH AND EDUCATION COLLABORATIVE PO BOX 2466 WILSONVILLE OR 97070 882968875 501(C)(3) 65000 0 PROJECT SUPPORT OREGON SCHOOL BASED HEALTH ALLIANCE 401 NE 19TH AVE SUITE 200 PORTLAND OR 97232 364588657 501(C)(3) 25000 0 GENERAL SUPPORT OREGON WASHINGTON HEALTH NETWORK 200 SE HAILEY AVE SUITE 204 PENDLETON OR 97801 825470606 501(C)(3) 325000 0 PROJECT SUPPORT FISCAL SPONSOR BETTER TOGETHER CENTRAL OREGON FOR PAPALAXSIMISHA 2804 SW 6TH ST REDMOND OR 97756 472747562 501(C)(3) 325000 0 PROJECT SUPPORT RED LODGE TRANSITION SERVICES PO BOX 55157 PORTLAND OR 97238 208341064 501(C)(3) 325000 0 PROJECT SUPPORT STRONGHOLD A CULTURALLY RESPONSIVE PEER SUPPORT PROGRAM PO BOX 431 CHILOQUIN OR 97624 851536106 501(C)(3) 325000 0 PROJECT SUPPORT TAYAS YAWKS 3206 ONYX AVE KLAMATH FALLS OR 97603 930779478 501(C)(3) 325000 0 PROJECT SUPPORT THE HARBOR INC PO BOX 1342 ASTORIA OR 97103 930691750 501(C)(3) 325000 0 PROJECT SUPPORT UNA VOZ PO BOX 262 EAGLE POINT OR 97524 264772932 501(C)(3) 325000 0 PROJECT SUPPORT UTOPIA PDX - UNITED TERRITORIES OF PACIFIC ISLANDERS ALLIANCE PORTLAND 7535 NE AMBASSADOR PL SUITE F PORTLAND OR 97220 822838257 501(C)(3) 325000 0 PROJECT SUPPORT WOMENFIRST TRANSITION REFERRAL CENTER 21440 SE STARK ST GRESHAM OR 97030 208394927 501(C)(3) 325000 0 PROJECT SUPPORT 23 2 PART I, LINE 2: CLEARLY COMMUNICATE GRANT REQUIREMENTS AND RESTRICTIONS AT THE TIME OF AWARD. FOR PROJECT GRANTS AND LARGE GENERAL SUPPORT GRANTS, REQUIRE GRANT REPORTS ANNUALLY DURING THE GRANT TERM. GRANT REPORTS INCLUDE NARRATIVE PROJECT UPDATES AND FINANCIAL INFORMATION. X X X 0 0 0 0 0 0 0 0 0 JESSE BEASON PRESIDENT & CEO 0 225180 0 0 0 0 7848 25902 481 1570 8329 252652 0 0 ANITA RODGERS DIRECTOR OF FINANCE & OPERATIONS 0 149193 0 0 0 0 10154 10268 4150 4199 14304 163660 0 0 JENNIFER MATHESON DIRECTOR OF PROGRAMS 0 155489 0 0 0 0 13831 10019 5336 3859 19167 169367 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE-CHAIR, SECRETARY, AND TREASURER. IT HAS AUTHORITY TO ACT ON BEHALF OF THE BOARD ON TIME SENSITIVE ISSUES BETWEEN BOARD MEETINGS AND REPORT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FILING IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE ORGANIZATION PRIOR TO FILING. A COPY IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND STAFF WITH BOARD DESIGNATED DECISION MAKING AUTHORITY ARE COVERED BY THE POLICY AND REQUIRED TO DECLARE AT THE BEGINNING OF EACH YEAR ALL POTENTIAL CONFLICTS. THESE ARE THEN MONITORED AGAINST POTENTIAL GRANTEES AND SERVICE PROVIDERS, ANY CONFLICTS THAT ARISE ARE THEN REFERRED TO THE BOARD CHAIR FOR OVERSIGHT AND THE CONFLICTED INDIVIDUAL IS REMOVED FROM ANY DECISION MAKING CAPACITY IN REGARDS TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION RANGES FOR EACH POSITION ARE REVIEWED ANNUALLY AND COMPARED TO MARKET EVERY TWO TO THREE YEARS. LAST MARKET COMPARISON DONE IN FEBRUARLY 2022. BOARD APPROVES OVERALL BUDGET AND COMPENSATION RANGE FOR PRESIDENT. PRESIDENT'S SPECIFIC COMPENSATION DETERMINED BY EXECUTIVE COMMITTEE. PRESIDENT MAKES ALL OTHER INDIVIDUAL COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. 990'S ARE AVAILABLE TO GUIDESTAR AND ARE AVAILABLE FOR REVIEW AT THE FOUNDATION'S OFFICES. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,181,569. MANAGEMENT AND GENERAL EXPENSES 30,490. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,212,059. FORM 990, PART XI, LINE 9: RETURNED GRANTS 31,500. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. NORTHWEST HEALTH FOUNDATION 221 NW SEOCND AVE SUITE 300 PORTLAND OR 97209 911854545 TO ADVANCE AND SUPPORT THE HEALTH OF THE PEOPLE OF OREGON & SW WASHINGTON OR 501(C)(4) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NORTHWEST HEALTH FOUNDATION P 1086154 CASH NORTHWEST HEALTH FOUNDATION B 327600 CASH & ACCRUAL