2024-11-07T18:55:41-06:00 2023-12-31 135565207 KPMG LLP 1300 SW 5TH AVENUE SUITE 3800 PORTLAND OR 97201 990 2023-01-01 930933975 CAREOREGON INC CARE 5034164100 315 SW 5TH AVE PORTLAND OR 97204 TERESA K LEARN CHIEF FINANCIAL OFFICER 5034161415 2024-11-07 1 0 DAVID M HIGHFILL P01517891 5032216500 2024-11-01 2023 2024-10-15 13:58:12Z ERIC HUNTER 315 SW 5TH AVE PORTLAND OR 97204 2524557068 0 X WWW.CAREOREGON.ORG X 1994 OR TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH. 13 12 1628 144 3694 0 2147972 1070240 2138042237 2449130145 18883661 32810665 137081 265924 2159210951 2483276974 45760265 60250689 0 0 134363992 176511168 0 0 316544 1870887810 2196339834 2051012067 2433101691 108198884 50175283 1170734548 1282104525 504144854 540970963 666589694 741133562 X SEE SCHEDULE O 1 0 2204721542 2375141735 OREGON HEALTH PLAN (MEDICAID) PROGRAM - SEE SCHEDULE O 35306566 36953074 MEDICARE PLAN - SEE SCHEDULE O 60250689 60250689 COMMUNITY REINVESTMENT - SEE SCHEDULE O 27096407 37031642 THE CCOS WE SUPPORT PROVIDE ACCESS FOR APPROXIMATELY 516,000 LOW-INCOME OREGONIANS. OUR WORK INVOLVES COORDINATING QUALITY HEALTH CARE FOR MEMBERS AND CONTRACTING WITH PUBLIC AND PRIVATE PROVIDERS TO PROVIDE HEALTH CARE SERVICES, INCLUDING PHYSICAL, MENTAL AND ORAL HEALTH. WE PROVIDE CUSTOMER SERVICE FUNCTIONS FOR THESE CCOS, ASSIST WITH HEALTH IMPROVEMENT PLANS FOR THE VARIOUS COMMUNITIES AND PROVIDE TECHNICAL SUPPORT FOR INFORMATION SERVICES, HUMAN RESOURCES, COMMUNICATIONS, PROCESS IMPROVEMENT AND OTHER FUNCTIONS. THESE SERVICES RESULT IN BETTER ACCESS TO QUALITY HEALTH CARE, LOWER COSTS, AND IMPROVED CARE FOR OUR MEMBERS AND FOR THE COMMUNITIES WE SERVE. 27096407 37031642 2327375204 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 4659 0 1 1628 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 OR X TERESA KENNEDY LEARN CFO 5034161415 315 SW 5TH AVENUE PORTLAND OR 97204 DAMIEN R HALL BOARD CHAIR 4.00 1.25 X X 0 0 0 SUSAN M HENNESSY BOARD VICE CHAIR 4.00 1.25 X X 0 0 0 KERRY BARNETT BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 ANDREW MCCULLOCH BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 GLENN S RODRIQUEZ BOARD OF DIRECTOR (THRU 03/23) 4.00 1.25 X 0 0 0 BRENDA I JOHNSON BOARD OF DIRECTOR (THRU 03/23) 4.00 1.25 X 0 0 0 HYOSUK RHEE BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 TAEKYUNG HAN BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 GINA F NIKKEL BOARD OF DIRECTOR (THRU 03/23) 4.00 1.25 X 0 0 0 WOODRUFF J ENGLISH II BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 LARRY GAINES DIDWAY JR BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 JACQUELINE MERCER BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 JONATHAN PAUL BETLINSKI BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 TINA EDLUND BOARD OF DIRECTOR (EFF. 05/23) 4.00 1.25 X 0 0 0 KIM HELLER BOARD OF DIRECTOR (EFF. 05/23) 4.00 1.25 X 0 0 0 ERIC C HUNTER CEO, PRESIDENT & BOARD OF DIRECTOR 40.00 6.96 X X 831546 0 46048 TERESA K LEARN CFO, BOARD TREASURER 40.00 4.85 X 398421 0 48676 JEREMIAH RIGSBY CHIEF OF STAFF & SECRETARY 40.00 8.00 X 270022 0 29821 AMIT R SHAH CHIEF MEDICAL OFFICER 40.00 7.36 X 583540 0 59017 AMY L DOWD CHIEF OPERATIONS OFFICER 40.00 6.96 X 442377 0 66259 JAMES L MASON CHIEF EQUITY, DIVERSITY & INCLUSION OFFICER 40.00 6.47 X 339112 0 53019 NORA R LEIBOWITZ CHIEF STRATEGY OFFICER 40.00 7.03 X 339554 0 50220 NATHAN CORLEY VICE PRESIDENT, INFO SVCS/ANALYTICS 40.00 6.96 X 313853 0 42677 REBECCA S RAMSAY VICE PRESIDENT, HOUSECALL PROVIDERS 40.00 8.00 X 323460 0 71487 DOUGLAS R LUTHER SR. MEDICAL DIRECTOR, OPERATIONS 40.00 7.56 X 386186 0 30435 JOHN BISCHOF MEDICAL DIRECTOR - BEHAVIORAL HEALTH 40.00 10.00 X 372505 0 60126 ALYSSA FRANZEN MEDICAL DIRECTOR - VP DENTAL 40.00 0.00 X 368940 0 51186 MARY B ENGRAV MED. DIRECTOR - BENEFIT/UTILIZATION 40.00 7.04 X 358864 0 62312 ANDREW D LUTHER MEDICAL DIRECTOR - CLINICAL SERVICES 40.00 0.00 X 353607 0 69752 5681987 0 741035 374 0 1 0 PRIME TECHNOLOGY GROUP 940 WEST VALLEY RD SUITE 1500 WAYNE PA 19087 SOFTWARE DEVELOPMENT AND IMPLEMENTATIONS 1977913 BUCHALTER 1000 WILSHIRE BLVD SUITE 1500 LOS ANGELES CA 90017 LEGAL AND PROFESSIONAL SERVICES 1043418 JOHNSON CONTROLS FIRE PROTECTION LP DEPT CH 10320 PALATINE IL 60055 BUILDING IMPROVEMENT 652672 ZELIS PAYMENT HOLDINGS PO BOX 874488 KANSAS CITY MO 64187 HEALTHCARE BUSINESS SOLUTIONS 616685 WAKELY CONSULTING GROUP 120 N WASHINGTON SQ SUITE 705 LANSING MI 48933 ACTUARIAL SERVICES AND CONSULTING 578726 31 849921 220319 1070240 PREMIUM REVENUE 524114 2375141735 2375141735 MANAGEMENT SERVICE REV 541611 63220589 63220589 HOME HEALTHCARE SERVIC 621610 10306631 10306631 CARE COORDINATION SERV 624190 464465 464465 -3275 -6969 3694 2449130145 32124258 32124258 285673 19909 265764 265764 265764 40162326 1784266 39114414 2145771 1047912 -361505 686407 686407 160 160 160 2483276974 2449126451 3694 33076589 60250689 60250689 3952580 1546140 2406440 85948568 61300624 24530271 117673 10817818 7090069 3727749 54981895 37896486 16940789 144620 20810307 13720817 7053722 35768 933293 933293 359861 359861 23789 23789 1446038 1446038 35581936 14601357 20979038 1541 932453 908652 23543 258 3306153 1605720 1697435 2998 17857278 384244 17472378 656 2815017 232110 2576130 6777 453351 287112 163517 2722 829441 338975 489507 959 -149918 -149918 1680685 575 1680110 410988 410988 MEMBER HEALTHCARE EXP 2123907276 2123907276 5952193 3304358 2645263 2572 2433101691 2327375204 105409943 316544 10905 11462 307216254 187063349 132523 0 37610128 21798550 39685435 54450189 6218909 10561247 58171848 36091045 14943066 22080803 701812946 886577728 0 139088 63104382 99422109 1170734548 1282104525 137840742 99804842 229722 922780 366074390 440243341 504144854 540970963 X 666094582 741116300 495112 17262 666589694 741133562 1170734548 1282104525 X 50175283 51368585 -27000000 X 0 1 X 1 0 X 254954 340367 706598 2147972 1070240 4520131 1212569748 1708753304 1882708333 2138045963 2449126451 9391203799 1212824702 1709093671 1883414931 2140193935 2450196691 9395723930 0 0 0 9395723930 8718426 9496862 13594382 22412544 32409931 86632145 8718426 9496862 13594382 22412544 32409931 86632145 246730 -2281 -402 -3726 3694 244015 1221789858 1718588252 1897008911 2162602753 2482610316 9482600090 0.99080 0.99230 0.00910 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47254 272226 319480 2432782211 2433101691 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 207223 245906 295389 319480 1067998 250000 250000 250000 250000 1000000 1500000 33513 37508 46007 47254 164282 PART II-A, LINE 1 CAREOREGON PARTICIPATES IN LOBBYING ACTIVITIES THAT INCLUDE TESTIFYING AT PUBLIC POLICY HEARINGS, AND MEETING WITH LEGISLATORS TO DISCUSS OREGON HEALTH PLAN RELATED ISSUES. CAREOREGON DOES NOT PARTICIPATE OR CONTRIBUTE TO POLITICAL CANDIDATE CAMPAIGNS OR POLITICAL PARTIES. 0 0 2549188 2549188 31740775 13948267 17792508 423238 231294 191944 5372079 4850697 521382 18086568 17060787 1025781 22080803 PAY FOR PERFORMANCE INCENTIVE RECEIV. 84600000 RISK CORRIDOR RECEIVABLE 4084000 INTERCOMPANY RECEIVABLE 6098767 OTHER ASSETS 4639342 99422109 MEDICAL CLAIMS PAYABLE 247558410 PAY FOR PERFORMANCE PROVIDER PYBL 116289148 PREMIUM RECOUPMENT PAYABLE 12188125 RISK CORRIDOR PAYABLE 59856460 OTHER LIABILITIES 3927453 INTERCOMPANY PAYABLE 423745 440243341 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED CAREOREGON AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INTEREST EXPENSE AND OTHER ADMINISTRATIVE EXPENSES, RESPECTIVELY. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EXPENSE SOFTWARE LICENSES 48800 0 0 0 0 0 0 48800 0 48800 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL 1 ACCESS 3630 AVIATION WAY MEDFORD OR 97504 930665396 501(C)(3) 63000 0 COMMUNITY BENEFIT INITIATIVE 4TH DIMENSION RECOVERY CENTER 11010 SE DIVISION ST SUITE 200 PORTLAND OR 97266 462702985 501(C)(3) 13500 0 EVENT SPONSORSHIP ADDICTIONS RECOVERY CENTER INC 1003 E MAIN ST SUTE 104 MEDFORD OR 97504 930645605 501(C)(3) 1500000 0 STRATEGIC INITIATIVES GRANT AFRICAN FAMILY HOLISTIC HEALTH PO BOX 30886 PORTLAND OR 97294 473225048 501(C)(3) 10000 0 COMMUNITY GIVING METRO AREA GRANT AFRICAN REFUGEE IMMIGRANT ORGANZATION 7535 NE GLISAN ST PORTLAND OR 97213 823421901 501(C)(3) 50000 0 REDETERMINATION SUPPORT GRANT ARC OF MULTNOMAH CLACKAMAS 6929 NE HALSEY PORTLAND OR 97213 930439765 501(C)(3) 20000 0 METRO AREA GRANT ASHLAND COMMUNITY HEALTH FOUNDATION 123 CLEAR CREEK DR STE 101 ASHLAND OR 97520 930691238 501(C)(3) 1000000 0 STRATEGIC INITIATIVES GRANT ARISE AND SHINE 2895 SEE QUALL DR GRESHAM OR 97080 853419752 501(C)(3) 10000 0 METRO AREA GRANT ASIAN HEALTH AND SERVICE CENTER 9035 SE FOSTER RD PORTLAND OR 97266 931192100 501(C)(3) 115000 0 ALLIANCE OF CULTURALLY SPECIFIC PROVIDERS GRANT AYCO 1390 SE 122ND AVE STE UE PORTLAND OR 97280 272581852 501(C)(3) 160000 0 AYCO DREAM CENTER GRANT BASIC RIGHTS OREGON PO BOX 40625 PORTLAND OR 97240 931266613 501(C)(3) 15000 0 EVENT SPONSORSHIP BLACK UNITED FUND OF OREGON 2828 NE ALBERTA ST PORTLAND OR 97211 930843267 501(C)(3) 100000 0 GRANT OPS SUPPORT BOYS AND GIRLS CLUB OF PORTLAND METRO AREA 8203 SE 7TH AVE STE 100 PORTLAND OR 97202 930474800 501(C)(3) 79500 0 HEALTH LIFESTYLES GRANT CASCADE AIDS PROJECT 520 NW DAVIS STREET SUITE 215 PORTLAND OR 97209 930903383 501(C)(3) 460000 0 STRATEGIC INITIATIVES GRANT CATHOLIC CHARITIES 2740 SE POWELL BLVD PORTLAND OR 97202 930386801 501(C)(3) 6000 0 EVENT SPONSORSHIP CENTRAL CITY CONCERN 232 NW 6TH AVE PORTLAND OR 97209 930728816 501(C)(3) 6120000 0 CAPITAL AND OPERATIONAL SUPPORT GRANTS CENTRO CULTURAL PO BOX 708 CORNELIUS OR 97113 930606729 501(C)(3) 370000 0 CASA AMPARAO FUNDING CHILDRENS INSTITUTE 1411 SW MORRISON ST STE 205 PORTLAND OR 97205 931095351 501(C)(3) 111000 0 HEALTH AND LEARN GRANT CLACKAMAS COUNTY 2051 KAEN RD STE 367 OREGON CITY OR 97045 936002286 GOV 45000 0 COMMUNITY IMPACT GRANT CLACKAMAS SERVICE CENTER PO BOX 2620 CLACKAMAS OR 97015 930626175 501(C)(3) 45000 0 SUPPORT GRANT CLACKAMAS VOLUNTEERS IN MEDICINE PO BOX 2592 OREGON CITY OR 97045 371621141 501(C)(3) 15500 0 EVENT SPONSORSHIP CLATSOP COMMUNITY ACTION 364 9TH ST ASTORIA OR 97103 931010260 501(C)(3) 61000 0 SUPPORT GRANT CODA INC 1027 E BURNSIDE ST PORTLAND OR 97214 930716860 501(C)(3) 1418000 0 CENTER FOR ADDITIONS TREATMENT & TRIAGE COLUMBIA CO CHILD ABUSE ASSESTMENT CENTER PO BOX 1001 ST HELENS OR 97051 931295272 501(C)(3) 40000 0 SUPPORT GRANT COLUMBIA MEMORIAL HOSPITAL 2111 EXCHANGE ST ASTORIA OR 97103 930583856 501(C)(3) 2001000 0 CAPITAL AND OPERATIONAL SUPPORT GRANTS COMMUNITY ACTION ORGANIZATION 1001 SW BASLINE STREET HILLSBORO OR 97123 930554941 501(C)(3) 625000 0 KALEIDOSCOPE SPONSORSHIP COMMUNITY ACTION RESOURCE ENTERPRISES 2310 1ST ST STE 2 TILLAMOOK OR 97141 931062448 501(C)(3) 380000 0 SOW IMPACT SPONSORSHIP COMMUNITY FOR POSITIVE AGING 1820 NE 40TH AVE PORTLAND OR 97212 237291187 501(C)(3) 94500 0 EVENT SPONSORSHIP COMMUNITY SERVICES NETWORK 4950 NE MLK JR BLVD PORTLAND OR 97211 824712037 501(C)(3) 27500 0 FLU VACCINE EVENT/EVENT SPONSORSHIP CONSEJO HISPANO PO BOX 1029 ASTORIA OR 97103 203189709 501(C)(3) 51500 0 REDETERMINATION SUPPORT GRANT CULTIVATE INITIATIVES 1949 SE 122ND AVE PORTLAND OR 97233 851311305 501(C)(3) 60000 0 COMMUNITY HEALTH INITIATIVE SUPPORT DE ROSE COMMUNITY BRIDGE AND HOLSTIC WELLNESS 250 NE 181ST AVE STE 201 PORTLAND OR 97230 852097313 501(C)(3) 16000 0 METRO AREA GRANT DOULAS LATINAS INTERNATIONAL 620 NW 8TH ST GRESHAM OR 97030 770661661 501(C)(3) 35000 0 METRO AREA GRANT ELEVATE OREGON 12215 NE MARX ST PORTLAND OR 97230 272151955 501(C)(3) 30000 0 METRO AREA GRANT ETHIOPIAN AND ERITREAN CULTURAL AND RESOURCE CENTER 1441-1515 SE 122ND AVE 1441H PORTLAND OR 97233 822848405 501(C)(3) 10000 0 METRO AREA GRANT FAMILIAS EN ACCION 2710 NE 14TH AVE PORTLAND OR 97212 931284335 501(C)(3) 510000 0 COMMUNITY HEALTH WORKERS GRANT FOLKTIME INC PO BOX 33260 PORTLAND OR 972923260 931222522 501(C)(3) 200000 0 COMMUNITY BENEFIT INITIATIVE FORA HEALTH PO BOX 16040 PORTLAND OR 97292 930706892 501(C)(3) 80000 0 SUPPORT GRANT GOOD IN THE HOOD 4815 NE 7TH PORTLAND OR 97211 465165196 501(C)(3) 20000 0 SCHOLARSHIP PRO GREATER NEW HOPE CHARITIES PO BOX 2112 FAIRVIEW OR 97024 881275831 501(C)(3) 633000 0 METRO AREA GRANT HEALTH SHARE OF OREGON 2121 SW BROADWAY STE 200 PORTLAND OR 97201 455093195 501(C)(3) 22770000 0 HOUSING PILOT CONTRIBUTION/OHA SHARE COMMUNITY REINVESTMENT HERE TOGETHER CENTER 209 SW OAK ST STE 500 PORTLAND OR 97204 830984408 501(C)(3) 10000 0 PUBLIC EDUCATION AND ENGAGEMENT HOLLA 11124 NE HALSEY PMB 656 PORTLAND OR 97220 931311456 501(C)(3) 55000 0 GRANT OPS SUPPORT HYGIENE 4 ALL 1327 TACOMA ST STE 118 PORTLAND OR 97202 843785530 501(C)(3) 9800 0 COMMUNITY GIVING IRCOS INTERNATIONAL LANGUAGE 10301 NE GLISAN ST PORTLAND OR 97220 930806295 501(C)(3) 90500 0 SUPPORT GRANT JACKSON COUNTY HEALTH DEPARTMENT 10 S OAKDALE MEDFORD OR 97501 936002298 GOV 13500 0 COMMUNITY HEALTH ASSESSMENT JACKSON COUNTY HEALTH AND HUMAN SERVICES 10 S OAKDALE MEDFORD OR 97501 936002298 GOV 60000 0 SUPPORT GRANT JOSEPHINE COUNTY PUBLIC HEALTH 500 NW 6TH ST GRANTS PASS OR 97526 936002300 GOV 29500 0 EMERGENCY PREPAREDNESS COORDINATOR JUST COMPASSION OF EAST WASHINGTON COUNTY PO BOX 230025 TIGARD OR 97281 473373831 501(C)(3) 250000 0 SHELTER CAPITAL SUPPORT LA CLINICA 931 CHEVY WAY MEDFORD OR 97504 943096772 501(C)(3) 310000 0 PRIMARY CARE ACCESS GRANT LATINO NETWORK 410 NE 18TH AVE PORTLAND OR 97232 731675402 501(C)(3) 95000 0 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NATIVE AMERICAN REHABILIATION ASSOCIATION OF THE NW 1776 SW MADISON PORTLAND OR 97205 237098400 501(C)(3) 45000 0 EVENT SPONSORSHIP NATIVE AMERICAN YOUTH AND FAMILY CENTER 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 501(C)(3) 15000 0 EVENT SPONSORSHIP NEIGHBORHOOD HEALTH CENTER 7320 SW HUNZIKER RD STE 300 TIGARD OR 97223 273524752 501(C)(3) 135000 0 RE-DETERMINATION GRANT NEIGHBORHOOD HOUSE 7780 SW CAPITOL HWY PORTLAND OR 97219 930386875 501(C)(3) 52500 0 HOUR OF HOPE SPONSOR NEUROTHERAPEUTIC PEDIATRIC THERAPIES 113 N ELM ST CANBY OR 97013 208439757 501(C)(3) 34000 0 RE-DETERMINATION GRANT NEW AVENUES FOR YOUTH 1220 SW COLUMBIA ST PORTLAND OR 97201 930910213 501(C)(3) 30000 0 AFTER HOURS CRISIS SERVICES NEW NARRATIVE 8915 SW CENTER ST TIGARD OR 97223 930685734 501(C)(3) 15000 0 TONGAN COMMUNITY EFFORTS NORTH BY NORTHEAST COMMUNITY HEALTH CENTER 714 NE ALBERTA ST PORTLAND OR 97211 721618287 501(C)(3) 20000 0 RE-DETERMINATION GRANT NORTHWEST HOUSING ALTERNATIVES 13819 SE MCLOUGHLIN BLVD MILWAUKIE OR 97222 930814473 501(C)(3) 402500 0 EVICTION PREVENTION NORTHWEST PILOT PROJECT 1430 SW BROADWAY ST 200 PORTLAND OR 97201 930635871 501(C)(3) 303000 0 EVICTION PREVENTION OASIS CENTER OF THE ROGUE VALLEY PO BOX 1187 MEDFORD OR 97501 823811235 501(C)(3) 193000 0 RE-DETERMINATION SUPPORT GRANT/OHA SHARE COMMUNITY REINVESTMENT ONTRACK INC 300 W MAIN ST MEDFORD OR 97501 237088811 501(C)(3) 2000000 0 FAMILY TREATMENT CAMPUS PROJECT OPEN SCHOOLS INC 16570 SE OAK ST PORTLAND OR 97233 930757378 501(C)(3) 30000 0 STUDENT MENTAL HEALTH GRANT OPTIONS FOR HOUSING 2350 ASHLAND ST ASHLAND OR 97520 611693223 501(C)(3) 350000 0 EMERGENCY SHELTER OREGON COMMUNITY HEALTH WORKERS ASSOCIATION 401 NE 19TH AVE 2ND FLOOR PORTLAND OR 97232 464952693 501(C)(3) 7500 0 EVENT SPONSORSHIP OREGON DEPARTMENT OF HUMAN SERVICES 800 NE OREGON ST STE 465 PORTLAND OR 97232 936001752 GOV 7000 0 DEVELOPING EQUITY LEADER OREGON HEALTH AND SCIENCES UNVERSITY PO BOX 3595 PORTLAND OR 97208 931176109 GOV 247500 0 IMPACT HARM REDUCTION PROGRAM GRANT AGREEMENT OREGON LEAGUE OF MINORITY VOTERS 700 NORTH HAYDEN DRIVE STE 397 PORTLAND OR 97217 261669456 501(C)(3) 10000 0 EVENT SPONSORSHIP OREGON SPINAL CORD INJURY CONNECTIONS 5751 N VANCOUVER AVE PORTLAND OR 97211 811037564 501(C)(3) 25000 0 HUD HOUSING SOCIAL SUPPORT OUTSIDE IN 1132 SW 13TH AVE PORTLAND OR 97205 930567549 501(C)(3) 60000 0 RE-DETERMINATION GRANT PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 501(C)(3) 33000 0 HEALTHCARE CAREER EXPLORATION PARTNERS FOR A HUNGER FREE OREGON 2900 SE STARK ST STE 1A PORTLAND OR 97214 204970868 501(C)(3) 10000 0 COMMUNITY GIVING METRO AREA GRANT PATHFINDERS OF OREGON 7305 NE GLAISAN ST PORTLAND OR 97213 931137236 501(C)(3) 11000 0 COMMUNITY GIVING METRO AREA GRANT PDX SAINTS LOVE 4411 NE 163RD AVE VANCOUVER WA 98682 862850243 501(C)(3) 27500 0 WELLNESS FAIRS PLANNED PARENTHOOD OF THE COLUMBIA WILLA 3727 NE MLK JR BLVD PORTLAND OR 97212 936031270 501(C)(3) 15000 0 EVENT SPONSORSHIP 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0 COMMUNITY GIVING METRO GRANT RIDE CONNECTION 9955 NE GLISAN ST PORTLAND OR 97220 943076771 501(C)(3) 3805000 0 COMMUNITY BENEFIT INITIATIVE RIP MEDICAL DEBT 28-07 JACKSON AVE 5TH FLOOR LONG ISLAND CITY NY 11101 471442997 501(C)(3) 59533 0 MEDICAL DEBT RELIEF PROGRAM FUND ROGUE RETREAT 711 E MAIN ST 24 MEDFORD OR 97504 931261999 501(C)(3) 60000 0 RE-DETERMINATION GRANT ROGUE VALLEY MENTORING 295 E MAIN ST STE 6 ASHLAND OR 97520 943468601 501(C)(3) 7500 0 COMMUNITY HEALTH IMPROVEMENT PLAN GRANT ROGUE VALLEY YMCA 522 W 6TH ST MEDFORD OR 97501 930391645 501(C)(3) 600000 0 HEALTHCARE WORKFORCE CHILDCARE SCHOOLHOUSE SUPPLIES 4916 NE 122ND AVE PORTLAND OR 97230 204223437 501(C)(3) 15000 0 TOOLS FOR SCHOOLS SOLVE 1501 SW JEFFERSON ST PORTLAND OR 97201 930579286 501(C)(3) 20000 0 COMMUNITY BENEFIT INITIATIVE SOUTHWEST SOMALI COMMUNITY 11717 NE GLISAN ST PORTLAND OR 97220 813434269 501(C)(3) 10000 0 COMMUNITY GIVING METRO AREA GRANT STREET ROOTS 211 NW DAVIS PORTLAND OR 97209 931271399 501(C)(3) 107500 0 HOPE CAMPAIGN GRANT THE FOUNDATION FOR MEDICAL EXCELLENCE 11740 SW 68TH PARKWAY STE 125 PORTLAND OR 97223 930632522 501(C)(3) 100000 0 OREGON WELLNESS PROGRAM GRANT THE HARBOR PO BOX 1342 ASTORIA OR 97103 930691750 501(C)(3) 44000 0 RE-DETERMINATION GRANT TILLAMOOK COUNTY FAMILY YMCA 610 STILLWELL AVE TILLAMOOK OR 97141 930457167 501(C)(3) 58650 0 RE-DETERMINATION GRANT TRANSITION PROJECTS 665 NW HOYT ST PORTLAND OR 97209 930591582 501(C)(3) 257500 0 IMPACT SPONSOR TRILLIUM FAMILY SERVICES INC 3415 SE POWELL PORTLAND OR 97202 930386966 501(C)(3) 35000 0 EVENT SPONSORSHIP UNITED CONGOLESE COMMUNITY ORGANIZATION OF OREGON 3534 SE MAIN ST PORTLAND OR 97214 822275499 501(C)(3) 20000 0 COMMUNITY GIVING METRO AREA GRANT URBAN LEAGUE OF PORTLAND 10 N RUSSELL ST PORTLAND OR 97227 930395590 501(C)(3) 7500 0 EVENT SPONSORSHIP UTOPIA PDX 2808 NE MLK BL UNIT 31 PORTLAND OR 97212 822838257 501(C)(3) 25000 0 COMMUNITY GIVING METRO AREA GRANT VIRGINIA GARCIA PO BOX 568 CORNELIUS OR 97113 930717997 501(C)(3) 125000 0 RE-DETERMINATION GRANT VOLUNTEERS OF AMERICA 3910 SE STARK ST PORTLAND OR 97214 930395591 501(C)(3) 60000 0 RE-DETERMINATION GRANT WALLACE MEDICAL CONCERN 124 NE 181ST AVE STE 103 PORTLAND OR 97230 930853709 501(C)(3) 45000 0 RE-DETERMINATION GRANT WASHINGTON COUNTY HOUSING SERVICES 111 NE LINCOLN ST STE 200-L MS 63 HILLSBORO OR 97124 936002316 GOV 3000000 0 FOREST GROVE PSH WASHINGTON COUNTY 155 N 1ST AVE STE 270 MS 25 HILLSBORO OR 97124 936002316 GOV 5345025 0 FIOC PH PROJECT CALL CENTER AGREEMENT/OHA SHARE COMMUNITY REINVESTMENT WE BELONG PDX 4243 SE BELMONT ST STE 100 PORTLAND OR 97215 853388090 501(C)(3) 20000 0 COMMUNITY GIVING METRO AREA GRANT WORD IS BOND 522 NW 23RD AVE STE J PORTLAND OR 97210 831843221 501(C)(3) 10000 0 COMMUNITY IMPACT SPONSORSHIP WORKING CLASS ACUPUNTURE INC 3526 NE 5TH AVE PORTLAND OR 97213 474077068 501(C)(3) 25000 0 NORTH CLINIC POP UP GRANT YOUTH ERA PO BOX 583 EUGENE OR 97440 931306626 501(C)(3) 5300 0 COMMUNITY MEETINGS/TRANSPORTATION GRANT COMMUNITY ACTION TEAM INCORPORATED OF COLUMBIA COUNTY OREGON 125 N 17TH ST ST HELENS OR 97051 930554156 501(C)(3) 150000 0 OHA SHARE COMMUNITY REINVESTMENT OREGON DOULA ASSOCIATION 8816 SE KNAPP ST PORTLAND OR 97266 474677798 501(C)(6) 201000 0 OHA SHARE COMMUNITY REINVESTMENT OREGON HEALTHCARE INTERPRETERS ASSOCIATION 9220 SW BARBUR BLVD SUITE 119-315 PORTLAND OR 97219 274414937 501(C)(3) 349682 0 OHA SHARE COMMUNITY REINVESTMENT 122 1 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE ARE PROVIDED TO ORGANIZATIONS IN OUR SERVICE AREA WHO DEMONSTRATE A FINANCIAL NEED IN REGARD TO IMPROVING THE DELIVERY OF HEALTH SERVICES IN LINE WITH OUR EXEMPT PURPOSE AND MISSION. CAREOREGON CONSIDERS EACH CASE TO VERIFY THAT THE NEED IS DOCUMENTED, LEGITIMATE AND SUBSTANTIAL IN NATURE. FOLLOWING DISBURSEMENT OF FUNDS, FOLLOW-UP CONTACT IS PERFORMED, EITHER VERBALLY OR IN WRITING, TO VERIFY THE APPROPRIATE USE OF THE FUNDS, TO THE EXTENT POSSIBLE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ERIC C HUNTER CEO, PRESIDENT & BOARD OF DIRECTOR 675484 0 156062 0 0 0 27536 0 18512 0 877594 0 0 0 AMIT R SHAH CHIEF MEDICAL OFFICER 487225 0 96315 0 0 0 28950 0 30067 0 642557 0 0 0 AMY L DOWD CHIEF OPERATIONS OFFICER 367484 0 73793 0 1100 0 28950 0 37309 0 508636 0 0 0 TERESA K LEARN CFO, BOARD TREASURER 331737 0 66684 0 0 0 26785 0 21891 0 447097 0 0 0 JOHN BISCHOF MEDICAL DIRECTOR - BEHAVIORAL HEALTH 323526 0 33492 0 15487 0 28950 0 31176 0 432631 0 0 0 ANDREW D LUTHER MEDICAL DIRECTOR - CLINICAL SERVICES 319435 0 33467 0 705 0 28070 0 41682 0 423359 0 0 0 MARY B ENGRAV MED. DIRECTOR - BENEFIT/UTILIZATION 322928 0 34731 0 1205 0 28126 0 34186 0 421176 0 0 0 ALYSSA FRANZEN MEDICAL DIRECTOR - VP DENTAL 319996 0 48944 0 0 0 28697 0 22489 0 420126 0 0 0 DOUGLAS R LUTHER SR. MEDICAL DIRECTOR, OPERATIONS 307742 0 47025 0 31419 0 28897 0 1538 0 416621 0 0 0 REBECCA S RAMSAY VICE PRESIDENT, HOUSECALL PROVIDERS 280680 0 42675 0 105 0 27035 0 44452 0 394947 0 0 0 JAMES L MASON CHIEF EQUITY, DIVERSITY & INCLUSION 283540 0 54892 0 680 0 23984 0 29035 0 392131 0 0 0 NORA R LEIBOWITZ CHIEF STRATEGY OFFICER 282585 0 56433 0 536 0 28030 0 22190 0 389774 0 0 0 NATHAN CORLEY VICE PRESIDENT, INFO SVCS/ANALYTICS 273677 0 40176 0 0 0 24518 0 18159 0 356530 0 0 0 JEREMIAH RIGSBY CHIEF OF STAFF & SECRETARY 223836 0 46186 0 0 0 19735 0 10086 0 299843 0 0 0 PART I, LINE 1A CAREOREGON REIMBURSED LIFESTYLE SPENDING AND WELLNESS SPENDING FOR AMY DOWD, JAMES MASON, NORA LEIBOWITZ, DOUGLAS LUTHER, MARY ENGRAV, ANDREW LUTHER & REBECCA RAMSAY IN THE AMOUNT OF $1100, $680, $536, $1005, $1205, $705, & $105 RESPECTIVELY. THIS REIMBURSEMENT WAS INCLUDED AS TAXABLE COMPENSATION TO THESE PARTIES. FORM 990, PART III, LINE 1 CAREOREGON, INC. (CAREOREGON) IS A NONPROFIT HEALTH PLAN ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. OUR MISSION IS TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH. OUR VISION IS HEALTHY COMMUNITIES FOR ALL INDIVIDUALS, REGARDLESS OF INCOME OR SOCIAL FACTORS. WE PUT THE CARE IN HEALTH CARE. WE ARE A SAFETY-NET HEALTH PLAN PROVIDING HEALTH INSURANCE SERVICES TO MEET THE HEALTH CARE NEEDS OF LOW-INCOME OREGONIANS. WE FOCUS ON THE TOTAL HEALTH OF OUR MEMBERS, NOT JUST TRADITIONAL HEALTH CARE. IN TEAMING UP WITH MEMBERS, THEIR FAMILIES AND THEIR COMMUNITIES, WE HELP OREGONIANS LIVE BETTER LIVES, PREVENT ILLNESS AND RESPOND EFFECTIVELY TO HEALTH ISSUES. WE CARE ABOUT PEOPLE. WE SUPPORT OUR NEIGHBORS. WE WORK WITH POLICY MAKERS TO ENSURE ACCESS. WE BELIEVE IN EQUITY, DIVERSITY AND INCLUSION. CAREOREGON PROVIDES MANAGED CARE SERVICES TO APPROXIMATELY 516,000 OREGON HEALTH PLAN (MEDICAID) MEMBERS THROUGH ITS PARTNERSHIPS WITH THREE COORDINATED CARE ORGANIZATIONS (CCOS). OUR MEMBERS INCLUDE APPROXIMATELY 16,000 MEDICARE AND MEDICAID DUALLY ELIGIBLE MEMBERS. OUR MEMBERS ARE LOCATED IN THE PORTLAND METROPOLITAN AREA, SOUTHERN OREGON, AND THE NORTHERN OREGON COASTAL COUNTIES. FORM 990, PART III, LINE 2 SHIFT PROGRAM - CAREOREGON'S STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) INITIATIVE IS A NEW COMMUNITY REINVESTMENT PROGRAM AIMED AT TRANSFORMING SPECIALTY BEHAVIORAL HEALTH ORGANIZATIONS ACROSS OREGON SO THAT PEOPLE WITH BEHAVIORAL HEALTH NEEDS ARE TRULY AT THE CENTER OF CARE DELIVERY, AND CARE TEAMS CAN THRIVE. THE SHIFT PROGRAM SUPPORTS CLINICAL, FINANCIAL AND OPERATIONAL TRANSFORMATION OF OUTPATIENT BEHAVIORAL HEALTH. BEHAVIORAL HEALTH DIRECTED PAYMENTS EFFECTIVE JANUARY 1, 2023, THE OREGON HEALTH AUTHORITY IMPLEMENTED FOUR TYPES OF BEHAVIORAL HEALTH DIRECTED PAYMENTS (BHDPS) TO IMPROVE EQUITABLE ACCESS TO QUALITY SERVICES FOR OUR MEMBERS THROUGH A MORE SUSTAINABLE BEHAVIORAL HEALTH WORKFORCE. WE IMPLEMENTED BHDPS AND INFUSED ADDITIONAL FUNDING OF $101.4 MILLION (REPRESENTING 32% INCREASE FROM BASE RATE PAYMENTS) TO OUR BEHAVIORAL HEALTH PROVIDER NETWORK IN THE FOLLOWING METHODS: - $86.8 MILLION IN TIERED UNIFORM RATE INCREASE DIRECTED PAYMENT - $12.9 MILLION IN MINIMUM FEE SCHEDULE DIRECTED PAYMENT - $1.7 MILLION IN CULTURALLY & LINGUISTICALLY SPECIFIC SERVICES (CLSS) DIRECTED PAYMENT HAWK'S EYE APARTMENT PROJECT - IN NOVEMBER 2023, COLUMBIA PACIFIC CCO AND CAREOREGON OFFICIALLY BROKE GROUND ON THE HAWK'S EYE APARTMENTS. THE HEALTH CARE ORGANIZATIONS, ALONGSIDE LOCAL ELECTED OFFICIALS AND COMMUNITY PARTNERS CELEBRATED THE EFFORTS TO CONVERT THE RED LION INN & SUITES IN SEASIDE, OREGON (ACQUIRED BY A CAREOREGON SUBSIDIARY, 900 S. HOLLADAY DR, LLC IN 2022) INTO HOUSING FOR HEALTH CARE WORKERS AND OREGON HEALTH PLAN MEMBERS NEEDING PERMANENT SUPPORTIVE HOUSING. PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENT OREGON HEALTH PLAN (MEDICAID) PROGRAM CAREOREGON PROVIDES HEALTH CARE SERVICES BY CONTRACTING WITH NETWORKS OF COMMUNITY AND PRIVATE MEDICAL PROVIDERS THROUGHOUT THE STATE OF OREGON. THESE SERVICES RESULT IN BETTER ACCESS TO QUALITY HEALTH CARE, LOWER COSTS, AND IMPROVED CARE FOR OUR MEMBERS AND FOR THE COMMUNITIES WE SERVE. IN ADDITION TO TRADITIONAL HEALTH CARE SPENDING, CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED APPROXIMATELY $35.8 MILLION IN HEALTH-RELATED SERVICES (HRS) SPENDING FOR THE YEAR ENDED DECEMBER 31, 2023. HEALTH-RELATED SERVICES ARE NON-COVERED SERVICES THAT ARE OFFERRED AS A SUPPLEMENT TO COVERED BENEFITS TO IMPROVE CARE DELIVERY AND OVERALL MEMBER AND COMMUNITY HEALTH AND WELL-BEING. CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED $16.0 MILLION IN HEALTH INFORMATION TECHNOLOGY (HIT) DURING 2023. THE HIT INVESTMENTS WERE PRIMARILY AWARDED TO FEDERALLY QUALIFIED HEALTH CENTERS AND BEHAVIORAL HEALTH PROVIDERS TO SUPPORT THEIR TRANSFORMATION TOWARD ELECTRONIC HEALTH RECORDS AND HEALTH INFORMATION EXCHANGE. DURING 2023, CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED $8.3 MILLION IN HOUSING RELATED HRS SERVICES AND SUPPORTS. HOUSING RELATED HRS INVESTMENTS INCLUDES BUT NOT LIMITED TO PROVIDING TEMPORARY HOUSING, PRE-TENANCY SUPPORTS, OR PAYING FOR UTILITY BILLS. OTHER EXAMPLES OF HEALTH-RELATED SERVICES INCLUDE BUT NOT LIMITED TO HOUSING IMPROVEMENTS, CLIMATE DEVICES, HEALTHY FOOD, EDUCATION, EMPLOYMENT AND LEGAL SUPPORT, TRAUMA INFORMED SERVICES AND SUPPORTS, AND TRANSPORTATION. PART III, LINE 4B PROGRAM SERVICE ACCOMPLISHMENT MEDICARE PLAN ON BEHALF OF HEALTH PLAN OF CAREOREGON, CAREOREGON ADMINISTERS CAREOREGON ADVANTAGE (COA) PLUS, A MEDICARE SPECIAL NEEDS PLAN (SNP). COA PLUS PROVIDES CONTINUITY OF COVERAGE FOR MEMBERS WHO ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID. THE CONTINUITY BENEFITS BOTH PATIENTS AND PROVIDERS BY ENSURING A COORDINATED AND CONVENIENT MEANS OF RECEIVING AND DELIVERING QUALITY CARE. OUR MEDICARE PLANS SERVED APPROXIMATELY 16,000 MEMBERS IN 2023. PART III, LINE 4C PROGRAM SERVICE ACCOMPLISHMENT COMMUNITY REINVESTMENT WITH CAREOREGON'S GOAL OF CONTINUOUSLY INVESTING IN THE COMMUNITIES WE SERVE, WE MADE IMPACTFUL COMMUNITY REINVESTMENTS TO OTHER NONPROFIT CHARITABLE ORGANIZATIONS THAT STRIVE TO IMPROVE HEALTH CARE IN OREGON AND TO IMPROVE THE HEALTH CARE STATUS OF VULNERABLE AND UNDERSERVED POPULATIONS. IN 2023, WE AWARDED AN UNPRECEDENTED $60.2 MILLION TO COMMUNITY-BASED ORGANIZATIONS AND OUR PROVIDER NETWORKS. CAREOREGON RECOGNIZES THAT A HOST OF FACTORS KNOWN AS SOCIAL DETERMINANTS OF HEALTH AFFECTS WELL-BEING. OUR GRANT-MAKING INCLUDES AN EYE FOR PARTNERSHIPS THAT POSITIVELY IMPACT THESE INFLUENCES. CAREOREGON, IN PARTNERSHIP WITH THE GOVERNOR'S OFFICE AND OTHER CCOS, PARTICIPATED IN THE FOLLOWING FOUR STATEWIDE COMMUNITY REINVESTMENT PROJECTS, TOTALING $25 MILLION, ADDRESSING YOUTH MENTAL HEALTH: - COMMUNITY COUNSELING SOLUTIONS PROJECT (EASTERN OREGON). - LOOKING GLASS PROJECT (EUGENE AREA). - TRILLIUM FAMILY SERVICES PROJECT (PORTLAND METRO AREA). - ADAPT PROJECT (SOUTHERN OREGON). CAREOREGON CONTRIBUTED $6.2 MILLION TOWARD THESE PROJECTS. IN APRIL 2023, CAREOREGON AWARDED $6.0 MILLION TO CENTRAL CITY CONCERNS TOWARD ITS EFFORTS TO EXPAND ITS RECUPERATIVE CARE PROGRAM (RCP) FROM 51 TO APPROXIMATELY 70 BEDS IN SINGLE AND DOUBLE OCCUPANCY ROOMS. RCP, UPON COMPLETION OF CONSTRUCTION AND BUILDING IMPROVEMENTS, WILL ALLOW RCP PATIENTS TO MOVE FROM THE CURRENT LOCATION TO THE NEWLY REMODELED LOCATION. AS PART OF OPERATING SUPPORT FUNDING TO THE LEGACY UNITY CENTER FOR BEHAVIORAL HEALTH, CAREOREGON AWARDED A LUMPSUM CONTRIBUTION OF $4.0 MILLION TOWARD REMODELING OF UNITY'S PSYCHIATRIC EMERGENCY SERVICES (PES) UNIT. ADDITIONALLY, CAREOREGON AWARDED $3.5 MILLION TO PROVIDE OPERATING FUNDING OF UNITY'S SOBERING UNIT IN SEPTEMBER 2023. CAREOREGON AWARDED A $3.8 MILLION GRANT TO RIDE CONNECTION TO SUPPORT THEIR MISSION OF PROVIDING ACCESSIBLE, RESPONSIVE TRANSPORTATION SERVICES TO PEOPLE IN NEED IN THE PORTLAND METROPOLITAN AREA. THE GRANT WAS PAID IN TWO INSTALLMENTS: ONE PAID IN JULY AND ANOTHER IN SEPTEMBER 2023. CAREOREGON CONTRIBUTED $3 MILLION TOWARD THE HOUSING PILOT PROGRAM INITIATED BY HEALTH SHARE OF OREGON. THIS PROGRAM AIMS TO INTEGRATE HOUSING SUPPORT WITH HEALTH SERVICES FOR INDIVIDUALS AT RISK OF OR CURRENTLY EXPERIENCING HOMELESSNESS. THIS PROGRAM IS DESIGNED TO ASSIST PEOPLE DURING VULNERABLE TRANSITION PERIODS, SUCH AS LEAVING SUBSTANCE USE RESIDENTIAL CARE, REENTERING THE COMMUNITY FROM THE CORRECTIONS SYSTEM, OR EXITING THE FOSTER CARE SYSTEM. THIS PROGRAM IS PART OF A BROADER EFFORT TO ADDRESS SOCIAL DETERMINANTS OF HEALTH BY ENSURING STABLE HOUSING, WHICH IS CRUCIAL FOR IMPROVING OVERALL HEALTH OUTCOMES. CAREOREGON HAS PROVIDED SIGNIFICANT SUPPORT TO PORTLAND FIRE & RESCUE (PF&R) THROUGH VARIOUS GRANTS SINCE 2021. IN DECEMBER 2023, A $2.6 MILLION GRANT WAS AWARDED TO PF&R'S COMMUNITY HEALTH ASSESS & TREAT (CHAT) PROGRAM. THIS PROGRAM AIMS TO ADDRESS THE HEALTH AND SOCIAL NEEDS OF COMMUNITY MEMBERS WHO CALL 9-1-1 FOR NON-EMERGENT ISSUES. THE CHAT PROGRAM HELPS CONNECT THESE INDIVIDUALS WITH APPROPRIATE CARE AND RESOURCES, REDUCING UNNECESSARY EMERGENCY ROOM VISITS. THE GREATER CLATSOP COMMUNITY NEEDED SAFER ROOMS IN THE EMERGENCY DEPARTMENT (ED) THAT CAN BE RAPIDLY AND EFFECTIVELY CONVERTED FOR PATIENTS EXPERIENCING PSYCHIATRIC CRISIS. CAREOREGON RESPONDED TO THEIR NEEDS BY A $2 MILLION AWARD TO COLUMBIA MEMORIAL HOSPITAL (CMH) FOUNDATION. CMH'S BEHAVIORAL HEALTH PROGRAM WILL BE GREATLY ENHANCED THROUGH THE DEVELOPMENT OF NEW PHYSICAL SPACE IN THE EXPANSION PROJECT. THESE SAFER ROOMS WILL INCLUDE IMPROVED MONITORING TECHNOLOGY AND SAFER BATHROOMS TO HELP PREVENT OPPORTUNITIES FOR SELF-HARM. CHM IS A CRITICAL ACCESS HOSPITAL IN THE REGION. CAREOREGON PROVIDED GRANTS TOTALING $2.0 MILLION TO SUPPORT THE REDETERMINATION PROCESS FOR OREGON HEALTH PLAN (OHP) MEMBERS. THESE GRANTS WERE AIMED AT COMMUNITY BASED ORGANIZATIONS PERFORMING GENERAL OUTREACH TO OHP MEMBERS, HELPING THEM NAVIGATE THE REDETERMINATION PROCESS AND MAINTAIN THEIR COVERAGE. REDETERMINATION GRANTS ALSO FUNDED OHP CERTIFIED ASSISTER POSITIONS, WHICH ARE ROLES DEDICATED TO ASSISTING MEMBERS WITH THEIR REDETERMINATION PAPERWORK AND ENSURING THEY MEET ELIGIBILITY REQUIREMENTS. IN DECEMBER 2023, CAREOREGON AWARDED $ 1.5 MILLION TO ADDICTION RECOVERY CENTER, INC. (ARC) TOWARD ITS EFFORTS TO EXPAND ITS INPATIENT SUBSTANCE USE DISORDER (SUD) WITHDRAWAL MANAGEMENT PROGRAM. FUNDS WILL BE USED TOWARDS THE CONSTRUCTION OF A NEW, APPROXIMATELY 10,500 SQUARE FOOT SUD WITHDRAWAL MANAGEMENT FACILITY. THIS PROJECT WILL DOUBLE ARC'S SERVICE CAPACITY IN THE MEDFORD AREA. PART IV, LINE 12/12A CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2023, AN AUDIT WAS PERFORMED BY AN INDEPENDENT AUDITOR FOR THE CONSOLIDATED CAREOREGON GROUP WHICH INCLUDES CAREOREGON, INC., HEALTH PLAN OF CAREOREGON, INC., CARE ACCESS LLC, 900 S. HOLLADAY DR, LLC, COLUMBIA PACIFIC CCO, LLC, JACKSON COUNTY CCO, LLC, HOUSECALL PROVIDERS SERVICES LLC, HOUSECALL PROVIDERS, PC, AND CAREOREGON FOUNDATION. IN ADDITION, STATUTORY AUDITS WERE PERFORMED ON HEALTH PLAN OF CAREOREGON, INC., COLUMBIA PACIFIC CCO, LLC AND JACKSON COUNTY CCO, LLC ON A STANDALONE BASIS FOR THE PUROSE OF REGULATORY FILINGS FOR THE YEAR ENDED DECEMBER 31, 2023. FORM 990, PART VI, SECTION A, LINE 2 AMIT SHAH, MD IS A CHIEF MEDICAL OFFICER OF CAREOREGON AND SERVES AS A MEMBER OF BOARD OF DIRECTORS OF HOUSECALL PROVIDERS, PC. SHAH HOLDS 51% OWNERSHIP AND CAREOREGON HOLDS 49% OF HOUSECALL PROVIDERS, PC WHICH IS A FULLY CONSOLIDATED SUBSIDIARY OF CAREOREGON FOR FINANCIAL REPORTING PURPOSES. DOUGLAS LUTHER AND ANDREW LUTHER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B CAREOREGON'S FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, UTILIZING DATA PROVIDED BY THE CAREOREGON FINANCE DEPARTMENT. THE DRAFT UNDERGOES A MULTI-STEP REVIEW PROCESS BEFORE THE FINAL DRAFT IS PRESENTED TO FINANCE COMMITTEE AND THE BOARD OF DIRECTORS BY THE CHIEF FINANCIAL OFFICER OR VICE PRESIDENT & CONTROLLER. EACH REVIEWER IS GIVEN SUFFICIENT TIME TO EXAMINE AND PROVIDE FEEDBACK. FINAL APPROVAL IS OBTAINED PRIOR TO ELECTRONICALLY SUBMITTING TO THE IRS BY THE EXTERNAL ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY OF CAREOREGON IS DISTRIBUTED TO THE BOARD OF DIRECTORS ANNUALLY. IT APPLIES TO DIRECTORS, OFFICERS, AND KEY EMPLOYEES (ON THE BASIS OF TESTS SET FORTH IN FORM 990), AND ANY OTHER INDIVIDUAL IN A POSITION TO EXERCISE SIGNIFICANT INFLUENCE OVER A DECISION HAVING MATERIAL ECONOMIC IMPACT FOR CAREOREGON (COLLECTIVELY COVERED PERSONS). THE CONFLICT-OF-INTEREST POLICY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS. AN ANNUAL CONFLICT OF INTEREST DECLARATION AND INDEPENDENCE QUESTIONNAIRE IS DISTRIBUTED TO ALL COVERED PERSONS. THROUGH THE DISTRIBUTED DOCUMENT, EACH COVERED PERSON SIGNS AND ACKNOWLEDGES THEIR COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY AND REPORTS FAMILY AND BUSINESS RELATIONSHIPS THAT ARE USED TO DETERMINE THE INDEPENDENCE OF A DIRECTOR PURSUANT TO THE DEFINITION AND TESTS SET FORTH IN IRS FORM 990. THE GOVERNANCE COMMITTEE REVIEWS THE RESPONSES TO THE ANNUAL QUESTIONNAIRES AND MAKES RECOMMENDATIONS TO THE FULL BOARD ON ANY RESOLUTIONS OR ACTIONS REQUIRED TO MITIGATE ANY CONFLICTS OF INTEREST. FOR 2023, THERE WERE NO CONFLICTS OF INTEREST REQUIRING RESOLUTION OR ACTIONS. AT THE BEGINNING OF EACH MEETING OF THE BOARD OF DIRECTORS, THE CHAIR ASKS ALL MEMBERS PRESENT TO DECLARE ANY CONFLICTS OF INTEREST SO THE BOARD IS UPDATED ON ANY NEW CONFLICTS THAT MAY HAVE ARISEN SINCE THE LAST ANNUAL QUESTIONNAIRE. ALL SIGNED CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENTS AND INDEPENDENCE QUESTIONNAIRES ARE RETAINED AT CAREOREGON'S OFFICE. IF FOR A SPECIFIC MATTER REQUIRING BOARD ACTION, A CONFLICT OF INTEREST EXISTS, AS DETERMINED BY THE BOARD, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING, DISCLOSING THE EXISTENCE OF HIS OR HER INTEREST AND SHALL DISCLOSE ALL MATERIAL FACTS. FOLLOWING THE PERSON'S DISCLOSURES AND AFTER ANY DISCUSSION WITH THE BOARD, THE INDIVIDUAL LEAVES THE MEETING WHILE THE BOARD INDEPENDENTLY DISCUSSES THE MATTER BEFORE IT VOTES ON THE PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF THERE IS REASONABLE QUESTION ABOUT THE APPROPRIATENESS OF THE PROPOSED TRANSACTION OR ARRANGEMENT, THE CHAIR SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTIONS OR ARRANGEMENTS. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL EVALUATE THE RESULTING ALTERNATIVES PRESENTED BY THE APPOINTED PERSON OR COMMITTEE. IF AN APPROPRIATE CONFLICT-FREE ALTERNATIVE IS NOT REASONABLY ATTAINABLE, THE BOARD SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE ORIGINAL TRANSACTION OR ARRANGEMENT IS IN CAREOREGON'S BEST INTEREST, FOR CAREOREGON'S OWN BENEFIT, WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO CAREOREGON, AND WHETHER THE TRANSACTION IS IN COMPLIANCE WITH ALL APPLICABLE LAWS AND REGULATIONS. THE BOARD SHALL THEN VOTE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH THE EVALUATION OF THE FOREGOING. FORM 990, PART VI, SECTION B, LINE 15 MARKET DATA ON THE TOTAL COMPENSATION PACKAGE FOR EXECUTIVE POSITIONS IS PROVIDED ANNUALLY BY AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT USING COMPARABLE ORGANIZATIONS BY INDUSTRY, PROFIT/NON-PROFIT STATUS AND REVENUE SIZE. THE COMPENSATION COMMITTEE, CONSISTING OF A MAJORITY OF INDEPENDENT BOARD MEMBERS, REVIEWS MARKET DATA, EVALUATES CEO PERFORMANCE AND REVIEWS CEO RECOMMENDATIONS FOR COMPENSATION FOR OTHER EXECUTIVE OFFICERS. THE COMMITTEE PRESENTS ITS RECOMMENDATIONS FOR CEO TO THE BOARD. DECISIONS ARE MADE IN A BOARD MEETING. THE BOARD REVIEWS THE RECOMMENDATION FOR THE COMPENSATION OF ALL OTHER EMPLOYEES AS PART OF THE BUDGET APPROVAL PROCESS. THE PROCESS OF DETERMINING THE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND KEY OFFICERS INCLUDES A REVIEW OF AN INDEPENDENT CONSULTANT'S REPORT OF COMPARABLE SALARIES OF SIMILAR ORGANIZATIONS AND IS GUIDED BY WRITTEN COMPENSATION PRACTICES. WITH THE CEO AND ALL OTHER OFFICERS ABSENT FROM THE MEETINGS, THE BOARD APPROVES THE SALARY OF THE CEO. THIS PROCESS WAS LAST UNDERTAKEN ON MARCH 15, 2024 FOR THE CEO, AND THE CEO'S RECOMMENDATIONS FOR OTHER OFFICERS. THERE IS CONTEMPORANEOUS DOCUMENTATION OF THIS PROCESS AND THE RESULTS. FORM 990, PART VI, SECTION C, LINE 19 THE TAX RETURN INFORMATION IS AVAILABLE UPON REQUEST. WHILE NO REQUIREMENT TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXISTS, CAREOREGON WILL CONSIDER ALL REQUESTS FOR THESE DOCUMENTS ON A CASE-BY-CASE BASIS. FORM 990, PART XI, LINE 9: TRANSFER TO HOUSECALL PROVIDERS, PC -2,000,000. TRANSFER TO CAREOREGON FOUNDATION -25,000,000. COLUMBIA PACIFIC CCO LLC 315 SW FIFTH AVENUE PORTLAND OR 97204 455532847 MEDICAID MANAGED HEALTH CARE PLAN OR 275097843 66415922 CAREOREGON INC JACKSON COUNTY CCO LLC 315 SW FIFTH AVENUE PORTLAND OR 97204 455499608 MEDICAID MANAGED HEALTH CARE PLAN OR 402105700 79205377 CAREOREGON INC HOUSECALL PROVIDERS SERVICES LLC 315 SW FIFTH AVENUE PORTLAND OR 97204 821474020 HOME-BASED CARE AND HOSPICE SERVICES OR 10505190 4582123 CAREOREGON INC CARE ACCESS LLC 315 SW FIFTH AVENUE PORTLAND OR 97204 270630449 MEDICAL BUILDING OR 10868 0 CAREOREGON INC 900 S HOLLADAY DR LLC 315 SW FIFTH AVENUE PORTLAND OR 97204 920757749 SUPPORTIVE HOUSING AND WORKFORCE HOUSING OR 588068 10553947 CAREOREGON INC HEALTH PLAN OF CAREOREGON INC 315 SW FIFTH AVENUE PORTLAND OR 97204 463264330 MEDICARE HEALTH PLAN OR 501(C)(3) LINE 10 CAREOREGON INC 1 HOUSECALL PROVIDERS PC 315 SW FIFTH AVENUE PORTLAND OR 97204 821663503 MEDICAL CARE, INTEGRATING PRIMARY AND PALLIATIVE SERVICES OR 501(C)(3) LINE 3 CAREOREGON INC 1 CAREOREGON FOUNDATION 315 SW FIFTH AVENUE PORTLAND OR 97204 933690037 ASSIST CAREOREGON'S MISSION THROUGH CHARITABLE MEANS OR 501(C)(3) LINE 7 CAREOREGON INC 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 HEALTH PLAN OF CAREOREGON O 28431478 ALLOCATION OF EMPLOYEE COSTS HEALTH PLAN OF CAREOREGON N 8521596 ALLOCATION OF OPERATING EXPENSES HEALTH PLAN OF CAREOREGON Q 3612685 SPECIFICALLY IDENTIFIABLE COSTS HOUSECALL PROVIDERS PC O 10027768 ALLOCATION OF EMPLOYEE COSTS HOUSECALL PROVIDERS PC N 170975 ALLOCATION OF OPERATING EXPENSES HOUSECALL PROVIDERS PC M 2148839 SPECIFICALLY IDENTIFIABLE COSTS HOUSECALL PROVIDERS PC Q 1031292 SPECIFICALLY IDENTIFIABLE COSTS HOUSECALL PROVIDERS PC R 2000000 EQUITY TRANSFER CAREOREGON FOUNDATION R 25000000 EQUITY TRANSFER