2025-10-31T13:03:31-05:00 2024-12-31 135565207 KPMG LLP 1300 SW 5TH AVENUE SUITE 3800 PORTLAND OR 97201 990 2024-01-01 930933975 CAREOREGON INC CARE 5034164100 315 SW 5TH AVE PORTLAND OR 97204 TERESA K LEARN CHIEF FINANCIAL OFFICER 5034161415 2025-10-30 1 0 JAMES R LANCASTER P00742579 5032216500 2025-10-28 2024 2025-03-06 01:10:19Z ERIC HUNTER 315 SW 5TH AVE PORTLAND OR 97204 2565175050 0 X WWW.CAREOREGON.ORG X 1994 OR TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH. 13 12 1826 144 -813 0 1070240 4463612 2449130145 2470959129 32810665 69252701 265924 -634095 2483276974 2544041347 60250689 35659990 0 0 176511168 205887779 0 0 358437 2196339834 2563769026 2433101691 2805316795 50175283 -261275448 1282104525 1120404645 540970963 730498114 741133562 389906531 X SEE SCHEDULE O 1 0 2582380401 2387257424 OREGON HEALTH PLAN (MEDICAID) PROGRAM - SEE SCHEDULE O 40074625 41801394 MEDICARE PLAN - SEE SCHEDULE O 35659990 35659990 COMMUNITY REINVESTMENT - SEE SCHEDULE O 32790353 41901229 THE CCOS WE SUPPORT PROVIDE ACCESS FOR APPROXIMATELY 550,000 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. 32790353 41901229 2690905369 1 1 0 1 0 0 0 0 0 0 1 1 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 4140 0 1 1826 1 0 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 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 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 4.00 1.25 X 0 0 0 KIM HELLER BOARD OF DIRECTOR 4.00 1.25 X 0 0 0 ERIC C HUNTER CEO, PRESIDENT & BOARD OF DIRECTORS 40.00 6.93 X X 882380 0 48391 TERESA K LEARN CFO, BOARD TREASURER 40.00 6.54 X 439961 0 53621 JEREMIAH RIGSBY CHIEF OF STAFF & SECRETARY 40.00 7.96 X 294869 0 33365 AMIT R SHAH CHIEF MEDICAL OFFICER 40.00 7.30 X 633184 0 63954 AMY L DOWD CHIEF OPERATIONS OFFICER 40.00 6.93 X 476530 0 71425 JAMES L MASON CHIEF EQUITY, DIVERSITY & INCLUSION OFFICER 40.00 5.00 X 352227 0 60860 NORA R LEIBOWITZ CHIEF MEDICAID PROGRAM OFFICER 40.00 6.38 X 360192 0 53515 NATHAN CORLEY SVP, INFO SVCS/ANALYTICS 40.00 6.93 X 347701 0 51150 REBECCA S RAMSAY VICE PRESIDENT, HOUSECALL PROVIDERS 40.00 8.00 X 353711 0 76760 SAFINA F KOREISHI SR. MED. DIRECTOR, CLINICAL SERVICES 40.00 3.00 X 402731 0 56166 JOHN BISCHOF MEDICAL DIRECTOR - BEHAVIORAL HEALTH 40.00 9.58 X 379748 0 65581 ALYSSA FRANZEN VICE PRESIDENT, ORAL HEALTH 40.00 0.00 X 376312 0 55460 MARY B ENGRAV SR MED. DIR. - BENEFIT/UTILIZATION 40.00 10.80 X 397827 0 72003 ANDREW D LUTHER MEDICAL DIRECTOR - CLINICAL SERVICES 40.00 0.00 X 360388 0 76300 6057761 0 838551 487 0 1 0 PRIME TECHNOLOGY GROUP 940 WEST VALLEY RD SUITE 1500 WAYNE PA 19087 SOFTWARE DEVELOPMENT AND IMPLEMENTATIONS 2779028 ZELIS PAYMENT HOLDINGS PO BOX 874488 KANSAS CITY MO 64187 HEALTHCARE BUSINESS SOLUTIONS 1076678 CERTIFIED LANGUAGES INTERNATIONAL PO BOX 743895 LOS ANGELES CA 90074 MEDICAL & CALL CENTER INTERPRETATION SVC 630374 BUCHALTER 1000 WILSHIRE BLVD SUITE 1500 LOS ANGELES CA 90017 LEGAL AND PROFESSIONAL SERVICES 507277 KPMG LLP PO BOX 120922 DALLAS TX 75312 AUDIT AND TAX PROFESSIONAL SERVICES 409300 35 4219537 244075 4463612 PREMIUM REVENUE 524114 2387257424 2387257424 MANAGEMENT SERVICE REV 541611 73112143 73112143 HOME HEALTHCARE SERVIC 621610 10064376 10064376 CARE COORDINATION SERV 624190 515175 515175 10011 10824 -813 2470959129 32640102 32640102 142356 776556 -634200 -634200 -634200 56969746 20357147 36612599 36612599 36612599 105 105 105 2544041347 2470960047 -813 68618501 35659990 35659990 3824475 1245094 2579381 101637292 71940507 29562256 134529 11135882 7146166 3989716 65084860 44325708 20598509 160643 24205270 15738764 8423778 42728 401089 401089 271540 271540 72070 72070 1556880 1556880 36604572 21697253 14897390 9929 996800 973419 20726 2655 3912181 2093158 1818129 894 21655179 331661 21323056 462 2719610 157487 2558752 3371 694871 445927 248236 708 1164755 348093 816662 -386668 -386668 1553027 1163 1551864 378220 378220 MEMBER HEALTHCARE EXP 2485056436 2485056436 7118464 3744543 3371403 2518 2805316795 2690905369 114052989 358437 11462 23089 187063349 69651840 21798550 31520702 54450189 46790376 10561247 9264217 63400919 37962523 22080803 25438396 886577728 788286056 56275858 139088 65621 99422109 93088490 1282104525 1120404645 99804842 77517126 922780 260928 440243341 652720060 540970963 730498114 X 741116300 389892074 17262 14457 741133562 389906531 1282104525 1120404645 X -261275448 -12951583 -77000000 X 0 1 X 1 0 X 340367 706598 2147972 1070240 4463612 8728789 1708753304 1882708333 2138045963 2449126451 2470959942 10649593993 1709093671 1883414931 2140193935 2450196691 2475423554 10658322782 0 0 0 10658322782 9496862 13594382 22412544 32409931 32782458 110696177 9496862 13594382 22412544 32409931 32782458 110696177 -2281 -402 -3726 3694 -813 -3528 1718588252 1897008911 2162602753 2482610316 2508205199 10769015431 0.98970 0.99080 0.01030 0.00910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51602 341512 393114 2805700237 2806093351 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 245906 295389 319480 393114 1253889 250000 250000 250000 250000 1000000 1500000 37508 46007 47254 51602 182371 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 36309736 15261836 21047900 423238 290962 132276 5656575 5082610 573965 18462182 17327115 1135067 25438396 PRIVATELY HELD INVESTMENT FUNDS 56275858 F 56275858 PAY FOR PERFORMANCE INCENTIVE RECEIV. 71700000 INTERCOMPANY RECEIVABLE 9443894 RISK CORRIDOR RECEIVABLE 6133922 OTHER ASSETS 5810674 93088490 MEDICAL CLAIMS PAYABLE 295170460 PREMIUM DEFICIENCY RESERVE 133500000 PAY FOR PERFORMANCE PROVIDER PYBL 112398611 RISK CORRIDOR PAYABLE 102501665 PREMIUM RECOUPMENT PAYABLE 5263010 MANAGED CARE CONTRACTS PAYABLE 1584495 OTHER LIABILITIES 2301819 652720060 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) 175000 0 STRATEGIC FACILITATION GRANT ADVENTIST HEALTH TILLAMOOK 1100 3RD ST TILLAMOOK OR 97141 930622075 501(C)(3) 17829 0 WORKFORCE SUPPORT GRANT ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 930386976 501(C)(3) 8646 0 MEDICAL WEIGHING DEVICE 4TH DIMENSION RECOVERY CENTER 11010 SE DIVISION ST SUITE 200 PORTLAND OR 97266 462702985 501(C)(3) 1112500 0 RECOVERY CENTER HOUSING PROJECT AGE US 15900 SE 82ND DR CLACKAMAS OR 97015 831758100 501(C)(3) 127500 0 SUPPORT GRANT AMERICAN HEART ASSOCIATION 4380 S MACADAM AVE 480 PORTLAND OR 97239 135613797 501(C)(3) 165000 0 WELLNESS-FOCUSED EVENT AND CAMPAIGN SPONSORSHIP ANTFARM INC 39140 PROCTOR BLVD SANDY OR 97055 931326167 501(C)(3) 75000 0 IMPACT YOUTH & FAMILIES GRANT ASIAN HEALTH AND SERVICE CENTER 9035 SE FOSTER RD PORTLAND OR 97266 931192100 501(C)(3) 58000 0 WORKFORCE SUPPORT GRANT ASSIST 4412 SW BARBUR BLVD SUITE 240 PORTLAND OR 97239 464080885 501(C)(3) 25000 0 MITIGATING BARRIERS TO CARE ASSOCIATION FOR COMMUNITY AFFILIATED PLANS 2001 K ST NW STE 804 WASHINGTON DC 20006 050509791 501(C)(3) 10000 0 INNOVATION CENTER FOUNDERS CIRCLE AYCO 1390 SE 122ND AVE STE UE PORTLAND OR 97280 272581852 501(C)(3) 76500 0 IMPACT YOUTH AND FAMILIES GRANT BABY BLUES CONNECTION PO BOX 33128 PORTLAND OR 97292 330994626 501(C)(3) 12305 0 COMMUNITY IMPACT METRO GRANT BASIC RIGHTS OREGON PO BOX 40625 PORTLAND OR 97240 931266613 501(C)(3) 15000 0 EVENT SPONSORSHIP BILLI IRENE ODEGAARD FUND 7206 SE SALMON PORTLAND OR 97215 920564809 501(C)(3) 2200000 0 SCHOLARSHIP ENDOWMENT FUND FOR THE UNDERREPRESENTED BOOST OREGON PO BOX PORTLAND OR 97207 474538646 501(C)(3) 20000 0 COMMUNITY IMPACT METRO GRANT BOYS AND GIRLS CLUB OF PORTLAND METRO AREA 8203 SE 7TH AVE STE 100 PORTLAND OR 97202 930474800 501(C)(3) 100000 0 COMMUNITY IMPACT YOUTH & FAMILIES CAIRO 13909 SE STARK ST PORTLAND OR 97233 811843680 501(C)(3) 75000 0 COMMUNITY IMPACT YOUTH & FAMILIES CASA FOR CHILDREN 1401 NE 68TH AVE PORTLAND OR 97213 930923866 501(C)(3) 25000 0 ADVOCACY FOR FOSTER CARE CASCADE AIDS PROJECT 520 NW DAVIS STREET SUITE 215 PORTLAND OR 97209 930903383 501(C)(3) 60000 0 COMMUNITY IMPACT GRANT AND EVENT SPONSORSHIP CASCADIA BEHAVIORAL HEALTHCARE PO BOX 8459 PORTLAND OR 97207 930770054 501(C)(3) 1030000 0 STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) GRANT AND OTHERS CATHOLIC CHARITIES 2740 SE POWELL BLVD PORTLAND OR 97202 930386801 501(C)(3) 25000 0 COMMUNITY IMPACT METRO GRANT CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON 1001 N J ST TACOMA WA 98403 911585652 501(C)(3) 12500 0 WORKFORCE DEVELOPMENT CENTRAL CITY CONCERN 232 NW 6TH AVE PORTLAND OR 97209 930728816 501(C)(3) 50000 0 EVENT SPONSORSHIP CENTRO CULTURAL PO BOX 708 CORNELIUS OR 97113 930606729 501(C)(3) 12000 0 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EN ACCION 2710 NE 14TH AVE PORTLAND OR 97212 931284335 501(C)(3) 10000 0 LATINO HEALTH CONFERENCE FAMILY JUSTICE CENTER OF WASHINGTON COUNTY 735 SW 158TH AVE STE 100 BEAVERTON OR 97006 474687471 501(C)(3) 25000 0 COMMUNITY IMPACT METRO GRANT FAMILY PROMISE OF METRO EAST 4837 NE COUCH ST PORTLAND OR 97213 301228881 501(C)(3) 20000 0 COMMUNITY IMPACT METRO GRANT FARMERS MARKET FUND 240 N BROADWAY STE 129 PORTLAND OR 97227 453804465 501(C)(3) 10000 0 COMMUNITY IMPACT METRO GRANT FOLKTIME INC PO BOX 33260 PORTLAND OR 972923260 931222522 501(C)(3) 35000 0 WORKFORCE SUPPORT GRANT FORA HEALTH PO BOX 16040 PORTLAND OR 97292 930706892 501(C)(3) 20000 0 EVENT SPONSORSHIP GOOD IN THE HOOD 4815 NE 7TH PORTLAND OR 97211 465165196 501(C)(3) 20000 0 EVENT SPONSORSHIP GROW PORTLAND 4815 NE 7TH AVE PORTLAND OR 97211 271495485 501(C)(3) 12000 0 COMMUNITY IMPACT METRO GRANT GROWING GARDENS 3114 SE 50TH AVE PORTLAND OR 97206 931213728 501(C)(3) 25000 0 COMMUNITY IMPACT METRO GRANT HABITAT FOR HUMANITY 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501(C)(3) 25000 0 COMMUNITY IMPACT METRO GRANT HYGIENE 4 ALL 1327 TACOMA ST PORTLAND OR 97202 843785530 501(C)(3) 8000 0 COMMUNITY GIVING METRO AREA GRANT IRCOS INTERNATIONAL LANGUAGE 10301 NE GLISAN ST PORTLAND OR 97220 930806295 501(C)(3) 10500 0 EVENT SPONSORSHIP JACKSON COUNTY SART 2305 ASHLAND ST C-418 ASHLAND OR 97520 810650183 501(C)(3) 20000 0 CHIP GRANT/SURVIVOR CARE PROGRAM JEFFERSON REGIONAL HEALTH ALLIANCE 670 SUPERIOR COURT STE 208 MEDFORD OR 97504 593813059 501(C)(3) 8000 0 SUPPORT GRANT JUST MEN IN RECOVERY PO BOX 2162 PORTLAND OR 97204 931293024 501(C)(3) 25000 0 COMMUNITY IMPACT METRO GRANT LA CLINICA 931 CHEVY WAY MEDFORD OR 97504 943096772 501(C)(3) 55000 0 ACUTE CARE CLINIC EXPANSION LATINO NETWORK 410 NE 18TH AVE PORTLAND OR 97232 731675402 501(C)(3) 116000 0 COMMUNITY IMPACT YOUTH & FAMILIES GRANT LEGACY UNITY CENTER PO BOX 4037 PORTLAND OR 97208 930386823 501(C)(3) 10100000 0 OPERATIONAL FUNDING FOR THE UNITY CENTER FOR BEHAVIORAL HEALTH AND OTHER SUPPORT GRANTS LIFT UP 3448 NW YEON AVE PORTLAND OR 97210 930923775 501(C)(3) 25000 0 INCREASING FOOD SECURITY LINES FOR LIFE 5100 S MACADAM AVE STE 400 PORTLAND OR 97239 930725294 501(C)(3) 10000 0 EVENT SPONSORSHIP METROPOLITAN FAMILY SERVICE PO BOX 24041 SEATTTLE WA 98124 930397825 501(C)(3) 24000 0 COMMUNITY IMPACT YOUTH & FAMILIES MIKE PROGRAM 9155 SW BARNES RD PORTLAND OR 97225 450520604 501(C)(3) 76500 0 COMMUNITY IMPACT YOUTH & FAMILIES MORRISON CHILD AND FAMILY SERVICES 11035 NE SANDY BLVD PORTLAND OR 97220 930354176 501(C)(3) 1119533 0 STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) GRANTS AND OTHERS MULTNOMAH COUNTY HEALTH DEPARTMENT 209 SW 4TH AVE 2ND FLOOR PORTLAND OR 97204 936002309 GOV 501618 0 HUMAN SERVICES CALL CENTER NAMI OREGON 137 SE 102ND PORTLAND OR 97216 930875209 501(C)(3) 10000 0 EVENT SPONSORSHIP NATIONAL MEDICAL FELLLOWSHIPS INC 1199 N FAIRFAX ST STE 600 ALEXANDRIA VA 22314 010963657 501(C)(3) 172500 0 SCHOLARSHIP FUND NATIVE AMERICAN YOUTH AND FAMILY CENTER 5135 NE COLUMBIA BLVD PORTLAND OR 97218 931141536 501(C)(3) 50000 0 EVENT SPONSORSHIP NEHALEM BAY HEALTH CENTER AND PHARMACY 230 ROWE ST WHEELER OR 97107 931191794 501(C)(3) 302800 0 SUPPORT GRANT NEIGHBORHOOD HEALTH CENTER 7320 SW HUNZIKER RD STE 300 TIGARD OR 97223 273524752 501(C)(3) 1515000 0 CLINIC EXPANSION NEW NARRATIVE 8915 SW CENTER ST TIGARD OR 97223 930685734 501(C)(3) 710000 0 STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) GRANTS AND OTHERS NORTH BY NORTHEAST COMMUNITY HEALTH CENTER 714 NE ALBERTA ST PORTLAND OR 97211 721618287 501(C)(3) 10000 0 EVENT SPONSORSHIP OCHIN INC PO BOX 5426 PORTLAND OR 97228 200195556 501(C)(3) 10000 0 EVENT SPONSORSHIP OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL STE 100 PORTLAND OR 97205 237315673 501(C)(3) 25000 0 COMMUNITY GIVING METRO AREA OREGON HEALTH & SCIENCES UNIVERSITY CENTRAL AR PO BOX 4372 PORTLAND OR 97208 931176109 GOV 179839 0 PREVENTATIVE MEDICINE RESIDENCY PROGRAM OREGON HEALTH AND SCIENCES UNVERSITY PO BOX 3595 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PORTLAND OR 97207 364776757 GOV 8200 0 INFORMED CARE ASSESSMENT PRIDE NORTHWEST PO BOX 6611 PORTLAND OR 97228 931167487 501(C)(3) 10000 0 EVENT SPONSORSHIP PROVIDENCE HEALTH AND SERVICES PO BOX 5977 PORTLAND OR 97228 930386906 501(C)(3) 462130 0 STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) GRANTS AND OTHERS PROVIDENCE PORTLAND MEDICAL FOUNDATION 4805 NE GLISAN ST PORTLAND OR 97213 931231494 501(C)(3) 650000 0 INPATIENT FACILITY EXPANSION AND WORKFORCE SUPPORT GRANT PROVIDENCE SEASIDE HOSPITAL FOUNDATION 725 S WAHANNA RD SEASIDE OR 97138 930927320 501(C)(3) 17829 0 WORKFORCE SUPPORT GRANT PULSE WELLNESS COOPERATIVE 2738 NE BROADWAY PORTLAND OR 97232 901258332 501(C)(12) 6842 0 SUPPORT GRANT QUEST CENTER FOR INTEGRATIVE HEALTH 3231 SE 50TH AVE PORTLAND OR 97206 931121778 501(C)(3) 15000 0 COMMUNITY IMPACT METRO GRANT RECLAIMING LIVES 228 E MAIN ST STE H MEDFORD OR 97501 824642746 501(C)(3) 21000 0 SUPPORT GRANT RECOVERY CAFE ROSEWAY 3516 NE 71ST AVE PORTLAND OR 97213 931998448 501(C)(3) 10000 0 COMMUNITY IMPACT METRO GRANT RIDE CONNECTION 9955 NE GLISAN ST PORTLAND OR 97220 943076771 501(C)(3) 1905000 0 FIOC NEMT COMMUNITY INVESTMENT ROCKWOOD CDC 4233 SE 182ND AVE PMB 367 GRESHAM OR 97030 461475038 501(C)(3) 25000 0 COMMUNITY IMPACT METRO GRANT ROGUE COMMUNITY HEALTH CENTER 9000 E MAIN ST MEDFORD OR 97504 237366812 501(C)(3) 8000 0 EVENT SPONSORSHIP ROGUE VALLEY FOOD SYSTEM NETWORK PO BOX 1255 MEDFORD OR 97501 931226444 501(C)(3) 20000 0 COMMUNITY FOOD ASSESSMENT SALVATION ARMY PO BOX 757 MEDFORD OR 97501 941156347 501(C)(3) 261200 0 HOPE HOUSE EXPANSION SAMOAN SDA CHURCH 3100 ANTELOPE ROAD WHITE CITY OR 97503 432064875 501(C)(3) 20000 0 EVENT SPONSORSHIP SANCTUARY ONE 13195 UPPER APPLEGATE RD JACKSONVILLE OR 97530 208982518 501(C)(3) 15000 0 SUPPORT GRANT SANDE SCHOOL OF HORSEMANSHIP 33836 BENNETT RD WARREN OR 97053 275028426 501(C)(3) 25496 0 AQUINE ASSISSTED PSYCHOTHERAPY SCHOOLHOUSE SUPPLIES 4916 NE 122ND AVE PORTLAND OR 97230 204223437 501(C)(3) 15000 0 EVENT SPONSORSHIP SELF ENHANCEMENT 3920 N KERBY AVE PORTLAND OR 97227 931086629 501(C)(3) 25000 0 COMMUNITY IMPACT METRO GRANT SMART READING 480 NE 9TH AVE PORTLAND OR 97232 931051724 501(C)(3) 20000 0 EVENT SPONSORSHIP SNOWCAP COMMUNITY CHARITIES PO BOX 160 FAIRVIEW OR 97233 237121915 501(C)(3) 27500 0 COMMUNITY IMPACT METRO GRANT SOLVE 1501 SW JEFFERSON ST PORTLAND OR 97201 930579286 501(C)(3) 20000 0 EVENT SPONSORSHIP SOUTHERN OREGON CHILD AND FAMILY COUNCIL PO BOX 3697 CENTRAL POINT OR 97502 930564896 501(C)(3) 20000 0 SUPPORT GRANT SOUTHERN OREGON EDUCATION SERVICE DISTRICT 101 N GRAPE ST MEDFORD OR 97501 936008718 GOV 105000 0 COMMUNITY IMPACT YOUTH & FAMILIES ST MARTINS EPISCOPAL CHURCH FOOD PANTRY PO BOX 786 SHADY COVE OR 97539 930386824 501(C)(3) 6500 0 EVENT SPONSORSHIP STORE TO DOOR 7730 SW 31ST AVE PORTLAND OR 97219 943105555 501(C)(3) 26500 0 COMMUNITY IMPACT METRO GRANT STREET ROOTS 211 NW DAVIS PORTLAND OR 97209 931271399 501(C)(3) 7500 0 COMMUNITY IMPACT METRO GRANT THE FOUNDATION FOR MEDICAL EXCELLENCE 11740 SW 68TH PARKWAY PORTLAND OR 97223 930632522 501(C)(3) 250000 0 STRATEGIC INTIATIVES FUND THE MENTAL HEALTH ASSOCIATION OF OREGON 411 NE 19TH AVE PORTLAND OR 97232 931012686 501(C)(3) 10000 0 EVENT SPONSORSHIP TILLAMOOK EARLY LEARNING CENTER 1100 MILLER AVE TILLAMOOK OR 97141 930885266 501(C)(3) 75000 0 COMMUNITY IMPACT YOUTH & FAMILIES TILLAMOOK FAMILY COUNSELING CENTER 906 MAIN AVE TILLAMOOK OR 97141 930843383 501(C)(3) 19629 0 WORKFORCE SUPPORT GRANT TRANSTION PROJECTS 665 NW HOYT ST PORTLAND OR 97209 930591582 501(C)(3) 7500 0 EVENT SPONSORSHIP TRI COUNTY BEHAVIORAL HEALTH PROVIDERS ASSOCIATION 11575 SW PACIFIC HWY 2130 TIGARD OR 97223 472201879 501(C)(6) 38254 0 EQUITY, DIVERSITY & INCLUSION PROGRAM IMPLEMENTATION TRILLIUM FAMILY SERVICES INC 3415 SE POWELL PORTLAND OR 97202 930386966 501(C)(3) 2035000 0 YOUTH SUBACUTE AND PSYCHATRIC RESIDENTIAL TREATMENT PROGRAM UNION GOSPEL MISSION 3 NW 3RD AVE PORTLAND OR 97209 930401258 501(C)(3) 15000 0 COMMUNITY IMPACT METRO GRANT UNITED WAY OF JACKSON COUNTY INC 60 HAWTHORNE ST MEDFORD OR 97504 930576632 501(C)(3) 14000 0 SUPPORT GRANT URBAN LEAGUE OF PORTLAND 10 N RUSSELL ST PORTLAND OR 97227 930395590 501(C)(3) 47500 0 EVENT SPONSORSHIP VIRGINIA GARCIA PO BOX 568 CORNELIUS OR 97113 930717997 501(C)(3) 20000 0 EVENT SPONSORSHIP VOLUNTEERS OF AMERICA 3910 SE STARK ST PORTLAND OR 97214 930395591 501(C)(3) 780000 0 STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) GRANT AND OTHER GRANTS WASHINGTON COUNTY 155 N 1ST AVE STE 270 MS 25 HILLSBORO OR 97124 936002316 GOV 81675 0 FIOC HUMAN SERVICES CALL CENTER AGREEMENT WE CARE 5285 NE ELAM YOUNG PKWY STE C700 HILLSBORO OR 97124 853823195 501(C)(3) 10000 0 COMMUNITY IMPACT METRO GRANT WILLIAM TEMPLE HOUSE 2023 NW HOYT ST PORTLAND OR 97209 930559964 501(C)(3) 20000 0 COMMUNITY IMPACT METRO GRANT WORD IS BOND 522 NW 23RD AVE STE J PORTLAND OR 97210 831843221 501(C)(3) 10000 0 SUPPORT GRANT WORKING CLASS ACUPUNCTURE INC 3526 NE 5TH AVE PORTLAND OR 97213 474077068 501(C)(3) 10000 0 COMMUNITY IMPACT METRO GRANT 129 9 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 DIRECTORS 746855 0 134299 0 1226 0 29994 0 18397 0 930771 0 0 0 AMIT R SHAH CHIEF MEDICAL OFFICER 546184 0 78385 0 8615 0 30600 0 33354 0 697138 0 0 0 AMY L DOWD CHIEF OPERATIONS OFFICER 414979 0 60351 0 1200 0 30600 0 40825 0 547955 0 0 0 TERESA K LEARN CFO, BOARD TREASURER 384827 0 53573 0 1561 0 30215 0 23406 0 493582 0 0 0 MARY B ENGRAV SR MED. DIR. - BENEFIT/UTILIZATION 369988 0 26639 0 1200 0 30336 0 41667 0 469830 0 0 0 SAFINA F KOREISHI SR. MED. DIRECTOR, CLINICAL SERVICES 361797 0 38652 0 2282 0 30338 0 25828 0 458897 0 0 0 JOHN BISCHOF MEDICAL DIRECTOR - BEHAVIORAL HEALTH 336795 0 26335 0 16618 0 30600 0 34981 0 445329 0 0 0 ANDREW D LUTHER MEDICAL DIRECTOR - CLINICAL SERVICES 332728 0 26160 0 1500 0 30398 0 45902 0 436688 0 0 0 ALYSSA FRANZEN VICE PRESIDENT, ORAL HEALTH 335202 0 38810 0 2300 0 30754 0 24706 0 431772 0 0 0 REBECCA S RAMSAY VICE PRESIDENT, HOUSECALL PROVIDERS 310880 0 39579 0 3252 0 29004 0 47756 0 430471 0 0 0 NORA R LEIBOWITZ CHIEF MEDICAID PROGRAM OFFICER 312828 0 46836 0 528 0 29730 0 23785 0 413707 0 0 0 JAMES L MASON CHIEF EQUITY, DIVERSITY & INCLUSION 305997 0 46230 0 0 0 30428 0 30432 0 413087 0 0 0 NATHAN CORLEY SVP, INFO SVCS/ANALYTICS 312364 0 34137 0 1200 0 33719 0 17431 0 398851 0 0 0 JEREMIAH RIGSBY CHIEF OF STAFF & SECRETARY 257001 0 36668 0 1200 0 24428 0 8937 0 328234 0 0 0 PART I, LINE 1A CAREOREGON REIMBURSED LIFESTYLE SPENDING AND WELLNESS SPENDING FOR ERIC HUNTER, AMIT SHAH, AMY DOWD, TERESA LEARN, NORA LEIBOWITZ, JEREMIAH RIGSBY, ALYSSA FRANZEN, MARY ENGRAV, SAFINA KOREISHI, ANDREW LUTHER, REBECCA RAMSAY & NATHAN CORLEY IN THE AMOUNT OF $1,200, $805, $1,200, $1,200, $528, $1,200, $1,200, $2,300, $1,200, $2,282, $1,500, $2,300 & $1,200 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 550,000 OREGONIANS THROUGH ITS PARTNERSHIPS WITH THREE COORDINATED CARE ORGANIZATIONS (CCOS). OUR MEMBERS ARE PRIMARILY ENROLLED WITH OREGON HEALTH PLAN (MEDICAID). OUR MEMBERS ALSO INCLUDE APPROXIMATELY 17,000 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 OREGON HEALTH PLAN BRIDGE PROGRAM - IN JULY 2024, THE OREGON HEALTH AUTHORITY (OHA) LAUNCHED THE OREGON HEALTH PLAN (OHP) BRIDGE PROGRAM TO EXPAND ACCESS TO NO-COST HEALTH COVERAGE FOR ADULTS WITH INCOMES BETWEEN 138% AND 200% OF THE FEDERAL POVERTY LEVEL. CAREOREGON IS PARTICIPATING IN THIS STATEWIDE INITIATIVE BY OFFERING THE BRIDGE PROGRAM TO ELIGIBLE MEMBERS, HELPING ENSURE CONTINUITY OF CARE FOR INDIVIDUALS WHO MIGHT OTHERWISE LOSE COVERAGE DUE TO INCOME FLUCTUATIONS. THE PROGRAM INCLUDES COMPREHENSIVE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICES, WITH NO PREMIUMS OR OUT-OF-POCKET COSTS. HEALTH-RELATED SOCIAL NEEDS - CAREOREGON LAUNCHED THE HEALTH-RELATED SOCIAL NEEDS (HRSN) BENEFIT AS PART OF OREGON'S 1115 MEDICAID WAIVER, AIMING TO IMPROVE HEALTH OUTCOMES BY ADDRESSING KEY SOCIAL DETERMINANTS OF HEALTH. THE BENEFIT IS BEING ROLLED OUT IN PHASES AND INCLUDES SUPPORT IN THREE AREAS: CLIMATE, HOUSING, AND NUTRITION-RELATED NEEDS. ELIGIBLE OREGON HEALTH PLAN MEMBERS EXPERIENCING SIGNIFICANT LIFE TRANSITIONSSUCH AS HOMELESSNESS RISK, INVOLVEMENT WITH CHILD WELFARE, OR RELEASE FROM INCARCERATIONCAN ACCESS SERVICES LIKE AIR CONDITIONERS, CUSTOM MEALS, AND HOUSING SUPPORT TO HELP STABILIZE THEIR HEALTH AND WELL-BEING. MOBILE MEDICATION FOR OPIOID USE DISORDER PILOT PROGRAM PORTLAND FIRE & RESCUE, IN PARTNERSHIP WITH THE MULTNOMAH COUNTY HEALTH DEPARTMENT, CAREOREGON, AND THE OREGON POISON CENTER, LAUNCHED A PILOT PROGRAM IN FEBRUARY 2024 TO ADMINISTER MEDICATION FOR OPIOID USE DISORDER (MOUD) DURING 911 OVERDOSE RESPONSES. THE INITIATIVE, LED BY THE COMMUNITY HEALTH ASSESS AND TREAT (CHAT) TEAM, ALLOWS PARAMEDICS TO PROVIDE IMMEDIATE TREATMENT WITH BUPRENORPHINE AND NALOXONE AT THE SCENE, AIMING TO REDUCE OVERDOSE DEATHS AND CONNECT INDIVIDUALS TO RECOVERY SERVICES WITHOUT REQUIRING EMERGENCY ROOM VISITS. THIS APPROACH IS PART OF A BROADER EFFORT TO IMPROVE OUTCOMES AND REDUCE STRAIN ON EMERGENCY SERVICES. PREVENTATIVE MEDICINE RESIDENCY PROGRAM OREGON HEALTH & SCIENCE UNIVERSITY (OHSU) AND CAREOREGON HAVE PARTNERED TO LAUNCH THE STATE'S ONLY PREVENTIVE MEDICINE RESIDENCY PROGRAM, SET TO BEGIN IN SUMMER 2025. FUNDED WITH $2.5 MILLION FROM CAREOREGON THROUGH 2030, THE PROGRAM AIMS TO TRAIN PHYSICIANS TO ADDRESS BROAD PUBLIC HEALTH CHALLENGES AND IMPROVE COMMUNITY WELL-BEING. SCHOLARSHIP FOR MEDICAL STUDENTS - CAREOREGON HAS LAUNCHED THE DR. NATHALIE JOHNSON SCHOLARSHIP TO SUPPORT MEDICAL STUDENTS FROM HISTORICALLY UNDERREPRESENTED BACKGROUNDS WHO ARE COMMITTED TO ADDRESSING HEALTH EQUITY, PARTICULARLY IN REDUCING BLACK MATERNAL MORTALITY. THE SCHOLARSHIP, ADMINISTERED BY NATIONAL MEDICAL FELLOWSHIPS, HONORS DR. NATHALIE MCDOWELL JOHNSON, A RENOWNED BREAST CANCER SURGEON AND LONG-TIME CAREOREGON BOARD MEMBER. SELF-SERVE PRESCRIPTION LOCKERS - IN RESPONSE TO WIDESPREAD PHARMACY CLOSURES ACROSS OREGON, CAREOREGON LAUNCHED A PILOT PROGRAM TO EXPAND MEDICATION ACCESS THROUGH SELF-SERVE PRESCRIPTION PICKUP LOCKERS. INSTALLED IN PARTNERSHIP WITH LOCAL INDEPENDENT PHARMACIES AND FEDERALLY QUALIFIED HEALTH CENTERS, SIX LOCKERS HAVE BEEN PLACED IN KEY AREAS INCLUDING THE PORTLAND METRO, NORTHWEST OREGON, AND JACKSON COUNTY. THESE LOCKERS, FUNDED INITIALLY BY CAREOREGON, OFFER A CONVENIENT AND EQUITABLE SOLUTION FOR PATIENTS TO ACCESS THEIR PRESCRIPTIONS OUTSIDE OF TRADITIONAL PHARMACY HOURS. 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. CAREOREGON CONTINUE TO PROVIDE FOUR TYPES OF BEHAVIORAL HEALTH DIRECTED PAYMENTS TO IMPROVE EQUITABLE ACCESS TO QUALITY SERVICES FOR OUR MEMBERS THROUGH A MORE SUSTAINABLE BEHAVIORAL HEALTH WORKFORCE. WE PROVIDED ADDITIONAL FUNDING OF $130.8 MILLION (REPRESENTING 36% INCREASE FROM BASE RATE PAYMENTS) TO OUR BEHAVIORAL HEALTH PROVIDER NETWORK IN THE FOLLOWING METHODS: - $107.7 MILLION IN TIERED UNIFORM RATE INCREASE DIRECTED PAYMENTS - $20.1 MILLION IN MINIMUM FEE SCHEDULE DIRECTED PAYMENTS - $2.7 MILLION IN CULTURALLY & LINGUISTICALLY SPECIFIC SERVICES DIRECTED PAYMENTS - $0.3 MILLION IN CO-OCCURRING DISORDER DIRECTED PAYMENTS IN ADDITION TO TRADITIONAL HEALTH CARE SPENDING, CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED OVER $35 MILLION IN HEALTH-RELATED SERVICES (HRS) SPENDING FOR THE YEAR ENDED DECEMBER 31, 2024. 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. EXAMPLES OF HEALTH-RELATED SERVICES INCLUDE PROVIDING TEMPORARY HOUSING, PRE-TENANCY SUPPORTS, UTILITY BILLS, HOUSING IMPROVEMENTS, CLIMATE DEVICES, HEALTHY FOOD, EDUCATION, EMPLOYMENT AND LEGAL SUPPORT, TRAUMA INFORMED SERVICES AND SUPPORTS, AND TRANSPORTION. IN RESPONSE TO A NATIONWIDE CYBERSECURITY INCIDENT ON CHANGE HEALTHCARE THAT DISRUPTED INSURANCE CLAIMS PROCESSING, CAREOREGON PROVIDED OVER $13 MILLION IN CLAIM ADVANCES TO SUPPORT ITS CONTRACTED PROVIDERS, PARTICULARLY SMALLER AND BEHAVIORAL HEALTH PRACTICES. THE ORGANIZATION ALSO IMPLEMENTED ALTERNATIVE SYSTEMS FOR ELECTRONIC AND PAPER CLAIMS SUBMISSIONS, OFFERED TECHNICAL ASSISTANCE, AND UPDATED PROVIDER RESOURCES TO ENSURE CONTINUITY OF CARE AND FINANCIAL STABILITY DURING THE CRISIS. 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 17,000 MEMBERS IN 2024. 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. WE AWARDED $35.7 MILLION TO OUR PROVIDER AND COMMUNITY BASED ORGANIZATION NETWORKS DURING 2024. 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. AS PART OF OPERATING SUPPORT FUNDING TO THE LEGACY UNITY CENTER FOR BEHAVIORAL HEALTH, CAREOREGON AWARDED $9.6 MILLION TO PROVIDE FUNDING FOR UNITY'S INTEGRATED PEDIATRIC PRIMARY CARE AND BEHAVIORAL HEALTH CENTER, ADULT BEHAVIORAL HEALTH AMBULATORY SERVICES AND OUTPATIENT PHARMACY. OUR STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) INITIATIVE IS A COMMUNITY REINVESTMENT PROGRAM AIMED AT TRANSFORMING SPECIALTY BEHAVIORAL HEALTH ORGANIZATIONS ACROSS OREGON. WE AWARDED $5.1 MILLION UNDER THE SHIFT PROGRAM DURING 2024 AND SUPPORTED CLINICAL, FINANCIAL AND OPERATIONAL TRANSFORMATION OF OUTPATIENT BEHAVIORAL HEALTH. IN JUNE 2024, CAREOREGON AWARDED $ 2.0 MILLION TO TRILLIUM FAMILY SERVICES TOWARD ITS EFFORTS TO ADD A 12-BEDROOM NEW BUILDING SERVING YOUTH ACROSS THE STATE OF OREGON. THIS NEW BUILDING AND PROGRAM SERVICES WOULD REFLECT A MIX OF SUBACUTE AND PSYCHIATRIC RESIDENTIAL TREATMENT LEVELS OF CARE WHICH CAN FLEX OVER TIME BASED ON COMMUNITY NEED. DURING 2024, CAREOREGON AWARDED $ 1.4 MILLION TO CODA, INC. TOWARD THE CENTER FOR ADDICTIONS TREATMENT AND TRIAGE (CATT) PROJECT IN WASHINGTON COUNTY. CATT IS A MULTI-YEAR, MULTI-PURPOSE PROJECT WHICH WILL MORE THAN DOUBLE WASHINGTON COUNTY'S CURRENT RESIDENTIAL BED CAPACITY, ADD WITHDRAWAL MANAGEMENT SERVICES, AND EVENTUALLY EXPAND TO INCLUDE PREVIOUSLY UNAVAILABLE SERVICES SUCH AS SOBERING, TRIAGE, AND SHORT-TERM STABILIZATION SERVICES. IN SEPTEMBER 2024, CAREOREGON AWARDED $ 1.1 MILLION TO 4TH DIMENSION RECOVERY CENTER TOWARD ITS HOUSING PROJECT. THE PRIMARY FOCUS OF THIS PROJECT IS TO ESTABLISH PEER RUN RECOVERY HOUSING FOR MEMBERS WHO ARE DISCHARGED FROM SUBSTANCE USE DISORDER AS A SUPPORTED SIX TO TWELVE MONTH TRANSITION INTO PERMANENT HOUSING WTH A FOCUS ON MAINTAINING RECOVERY. PART IV, LINE 12/12A CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2024, AN AUDIT WAS PERFORMED BY AN INDEPENDENT AUDITOR FOR THE CONSOLIDATED CAREOREGON GROUP WHICH INCLUDES CAREOREGON, INC., HEALTH PLAN OF CAREOREGON, INC., 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 PURPOSE OF REGULATORY FILINGS FOR THE YEAR ENDED DECEMBER 31, 2024. 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 MEMBERS 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. 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 2024, 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 EXECUTIVE & 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 HEALTH PLAN OF CAREOREGON -75,000,000. 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