2025-11-17T18:07:32-06:00 2024-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-01-01 930878074 FAMILYCARE INC FAMI 5034712103 2121 SW BROADWAY ST 115 PORTLAND OR 97201 JEFFREY HEATHERINGTON PRESIDENT/CEO 5034712103 2025-11-16 1 1 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z JEFFREY HEATHERINGTON 2121 SW BROADWAY ST 115 PORTLAND OR 97201 45062000 0 X WWW.FAMILYCAREINC.ORG X 1984 OR TO PROVIDE COMMUNITY HEALTH CARE 5 4 3 9 0 0 0 0 322300 217900 3752629 8031525 54170 27790 4129099 8277215 132391 6087423 0 0 630388 628289 0 0 0 588466 794167 1351245 7509879 2777854 767336 107260481 109429155 8137982 4143146 99122499 105286009 X TO PROVIDE PROGRAMS OF COOPERATIVE AND COMPREHENSIVE HEALTHCARE TO THE COMMUNITY. 0 0 6599610 6087423 245690 FAMILYCARE SUPPORTS HEALTHCARE COMMUNITIES THROUGH CONTRIBUTIONS AND ADVOCACY. PRIOR TO 2019, FAMILYCARE INC. PROVIDED COMPREHENSIVE AND COOPERATIVE HEALTH CARE TO MEMBERS ACCORDING TO THE TERMS OF A CONTRACT WITH THE OREGON HEALTH PLAN/MEDICAID (THE CONTRACT). THE CONTRACT WITH THE OREGON HEALTH PLAN/MEDICAID ENDED JANUARY 31, 2018. APPROXIMATELY 106,000 MEMBERS WERE UNDER THE CONTRACT. SINCE THE END OF THE CONTRACT, FAMILYCARE INC. HAS BEEN WINDING DOWN THE COOPERATIVE HEALTH CARE OPERATIONS AS IT SATISFIES REMAINING OBLIGATIONS UNDER THE CONTRACT. THESE OBLIGATIONS INCLUDE, AMONG OTHER THINGS, CLAIMS RUNOUT, MAINTENANCE OF INSURANCE, SYSTEM MAINTENANCE, RECORDKEEPING AND REPORTING, FOR TIME PERIODS SPECIFIED IN THE CONTRACT WHICH EXTEND UP TO 10 YEARS AFTER THE CONTRACT END DATE. (CONTINUED ON SCH O) FAMILYCARE INC. RECEIVES NO ADDITIONAL COMPENSATION UNDER THE CONTRACT FOR THESE OBLIGATIONS AFTER THE CONTRACT END DATE. 6599610 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 3 0 3 1 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X JEFFREY HEATHERINGTON 5034712103 2121 SW BROADWAY ST 115 PORTLAND OR 97201 BOB CARUS CHAIR 1.00 1.00 X X 0 0 0 ROBIN RICHARDSON DO VICE CHAIR 1.00 1.00 X X 0 0 0 KAREN CARNAHAN SECRETARY 1.00 1.00 X X 0 0 0 ERIK SZETO DO TREASURER 1.00 1.00 X X 0 0 0 PAULA CRONE DO CORPORATE MEMBER 1.00 1.00 X 0 0 0 JEFF PAWLOWSKI CORPORATE MEMBER 1.00 1.00 X 0 0 0 SARAH WOLFF DO CORPORATE MEMBER 1.00 1.00 X 0 0 0 CARL ERICKSON DO BOARD MEMBER 1.00 0.00 X 0 0 0 JOE HROMCO PHD BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF HEATHERINGTON PRESIDENT 35.00 5.00 X 248654 0 59321 ARTUR SUCHORZEWSKI DIRECTOR, GOVT AFFAIRS 39.00 1.00 X 160119 0 41914 408773 0 101235 2 0 1 0 0 CONTRACT REVENUE 624100 217900 217900 217900 2661235 2661235 42155075 36784785 5370290 5370290 5370290 CLAIM REFUNDS 624100 27790 27790 27790 8277215 245690 0 8031525 6087423 6087423 514155 436533 77622 43228 5091 38137 8536 1561 6975 21191 13900 7291 41179 32120 9059 1223 1223 42490 42490 547765 547765 91725 91725 47418 18543 28875 3087 2408 679 2604 2031 573 30677 30677 27178 27178 7509879 6599610 910269 0 126021 30487 1526507 7782100 4000000 21631 28483 99058712 103569949 272017 273729 107260481 109429155 137982 143146 8000000 4000000 8137982 4143146 X 99122499 105286009 99122499 105286009 107260481 109429155 767336 5396174 0 X X 0 1 X 1 0 103000 103000 103000 1 FRIENDS OF BEN BOWMAN 9390 SW JULIA PLACE TIGARD OR 97224 20000 FRIENDS OF TOBIAS READ PO BOX 42307 PORTLAND OR 97242 20000 MARY LOU GETS RESULTS 3321 SE 20TH AVENUE PORTLAND OR 97202 2500 VOTE FOR VASQUEZ PO BOX 6763 PORTLAND OR 97228 2500 FRIENDS OF ROB NOSSE PO BOX 42307 PORTLAND OR 97242 5000 BRIAN DUTY FOR OREGON 1255 NW 9TH AVE UNIT 908 PORTLAND OR 97209 2500 FRIENDS OF LISA REYNOLDS PO BOX 23696 TIGARD OR 97281 2500 FRIENDS OF HAL PHAM 3075 SE CENTURY BLVD SUITE 109 HILLSBORO OR 97123 2500 FRIENDS OF THUY TRAN 900 COURT ST NE H-285 SALEM OR 97301 1000 KATE LIEBER FOR STATE SENATE PO BOX 42307 PORTLAND OR 97242 5000 FRIENDS OF JULIE FAHEY PO BOX 12278 EUGENE OR 97440 5000 FRIENDS OF DEB PATTERSON PO BOX 8 SALEM OR 97308 3500 FRIENDS OF WILLY CHOTZEN PO BOX 42307 PORTLAND OR 97242 2500 CAMPOS FOR OREGON 900 COURT ST NE S-215 SALEM OR 97301 2500 FRIENDS OF LEW FREDERICK 2208 NE 8TH AVE PORTLAND OR 97212 5000 CYRUS FOR OREGON PO BOX 434 TILLAMOOK OR 97141 1000 FRIENDS OF CHRIS GORSEK 823 SW 8TH ST GRESHAM OR 97080 1000 HAYDEN FOR OREGON 38809 OLD PENGRA RD FALL CREEK OR 97438 1000 FRIENDS OF DAN RAYFIELD PO BOX 42307 PORTLAND OR 97242 2500 KATHLEEN TAYLOR FOR OREGON 3231 SE BYBEE BLVD PORTLAND OR 97202 5000 FRIENDS OF ROB WAGNER PO BOX 1893 LAKE OSWEGO OR 97035 5000 FRIENDS OF JEFF HELFRICH 2149 CASCADE AVE 106A-216 HOOD RIVER OR 97031 1000 COMMITTEE TO ELECT DANIEL BONHAM PO BOX 2142 THE DALLES OR 97058 1000 FRIENDS OF TRAVIS NELSON PO BOX 42307 PORTLAND OR 97242 1000 TAWNA SANCHEZ FOR OREGON PO BOX 11246 PORTLAND OR 97211 2500 0 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISION OF FASB ASC TOPIC 740 OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 OREGON HISTORICAL SOCIETY 1200 SW PARK AVE PORTLAND OR 97205 930391599 501(C)(3) 25000 0 SPONSORSHIP FOR 2025 HATFIELD LECTURE SERIES MAURICE LUCAS FOUNDATION PO BOX 1661 LAKE OSWEGO OR 97035 272562371 501(C)(3) 19208 0 2024 GALA SUPPORT--14TH ANNUAL MLF CELEBRATION DINNER OREGON SYMPHONY 909 SW WASHINGTON PORTLAND OR 97205 930446527 501(C)(3) 12000 0 GENERAL SUPPORT LATINO NETWORK 410 NE 18TH AVE PORTLAND OR 97232 731675402 501(C)(3) 10000 0 NOCHE BELLA SUPPORT 2024 WESTERN UNIVERSITY COMPNW 200 MULLINS DRIVE LEBANNON OR 97355 GOVT 12500 0 CONTRIBUTION FOR FILTERED WATER BOTTLE FILLING STATIONS ASIAN HEALTH & SERVICE CENTER 9035 SE FOSTER ROAD PORTLAND OR 97266 931192100 501(C)(3) 25000 0 MAY 2024 DONATION FOR PADDLE RAISE DURING FUNDRAISING AUCTION BOYS & GIRLS CLUB OF GREATER SANTIAM 305 S 5TH STREET LEBANON OR 97355 521043668 501(C)(3) 21600 0 DONATION FOR FUNDRAISING AUCTION PSU FOUNDATION 1600 SW 4TH AVE 730 PORTLAND OR 97201 930619733 501(C)(3) 10000 0 GENERAL SUPPORT MUSLIM EDUCATIONAL TRUST PO BOX 283 PORTLAND OR 97207 931151949 501(C)(3) 30000 0 GENERAL SUPPORT BLANCHET HOUSE OF HOSPITALITY 310 NW GLISAN STREET PORTLAND OR 97209 936031009 501(C)(3) 15000 0 DONATION TO ANNUAL GALA PROJECT ACCESS NOW 650 NE HOLLADAY ST 1700 PORTLAND OR 97232 208928388 501(C)(3) 10000 0 2024 GALA SUPPORT NEW NARRATIVE PDX 8915 SW CENTER STREET TIGARD OR 97223 930685734 501(C)(3) 10000 0 GENERAL SUPPORT CASCADIA HEALTH PO BOX 8459 PORTLAND OR 97207 930770054 501(C)(3) 10000 0 GENERAL SUPPORT MOREL INK 4824 NE 42ND AVE PORTLAND OR 97218 7635 0 GENERAL SUPPORT UNITED FEDERAL OF OSTEOPATHIC SCIENCES 6006 LAZO DEL SUR LAS CRUCES NM 88011 832760456 501(C)(6) 10000 0 CONTRIBUTION FOR NEW PRESIDENT RECEPTION THE LUND REPORT PO BOX 82841 PORTLAND OR 97282 263019179 501(C)(3) 10000 0 2024 GALA SUPPORT THE HEATHERINGTON FOUNDATION 2121 SW BROADWAY ST 115 PORTLAND OR 97201 930988354 501(C)(3) 5740480 0 GENERAL SUPPORT 3 14 PART I, LINE 2: GRANT RECIPIENTS SUBMIT PERIODIC REPORTS AS DEFINED BY THEIR AGREEMENTS. X 0 1 X X X X X 0 0 0 0 0 0 0 0 0 JEFF HEATHERINGTON PRESIDENT 248654 0 0 0 0 0 43490 0 15831 0 307975 0 0 0 ARTUR SUCHORZEWSKI DIRECTOR, GOVT AFFAIRS 160119 0 0 0 0 0 27803 0 14111 0 202033 0 0 0 PART I, LINE 1A FIRST CLASS AIRLINE TRAVEL PAID FOR EXECUTIVES ON LONG DURATION FLIGHTS (I.E. TO EAST COAST) OR FOR OCCASIONAL LAST-MINUTE TRAVEL PLANS WHEN COACH SEATS ARE NOT AVAILABLE. NOT INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 1B THE POLICY IS DETERMINED BY THE CEO AND IS NOT IN WRITING. FORM 990, PART VI, SECTION A, LINE 6 SEE THE DESCRIPTION PROVIDED FOR PART VI, SECTION A, LINE 7B, BELOW. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS 7 CORPORATE MEMBERS. THE CORPORATE MEMBERS ELECT THE ORGANIZATION'S BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE POWERS RESERVED TO THE MEMBERS ARE THE FOLLOWING: (A) AMENDING THE ARTICLES OF INCORPORATION; (B) AMENDING THE BYLAWS (C) APPOINTING MEMBERS; (D) ELECTING THE BOARD OF DIRECTORS; (E) APPROVING EXPENDITURES OF MORE THAN 5% OF THE RESERVES OF THE ORGANIZATION; AND (F) APPROVING THE SALE, TRANSFER, MERGER, OR DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING THE OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION METHODOLOGY: CEO: THE LEVEL AND ADEQUACY OF CEO TOTAL COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. THE CEO PERFORMS UNDER AN EXECUTIVE EMPLOYMENT CONTRACT WHICH IS NEGOTIATED AND UPDATED BY THE BOARD. ONLY INDEPENDENT MEMBERS OF THE BOARD CONDUCT THE REVIEW AND MAKE DECISIONS REGARDING THE CEO'S SALARY. THE BOARD USES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO REVIEW AND ESTABLISH THE CEO'S TOTAL COMPENSATION. THE TWO MOST RECENT REVIEWS COMPLETED BY THE CONSULTANT WERE IN MAY 2015 AND APRIL 2017. KEY EMPLOYEES: THE LEVEL AND ADEQUACY OF KEY EMPLOYEES TOTAL COMPENSATION IS DETERMINED BY THE CEO, WITH INPUT FROM THE VICE PRESIDENT OF HUMAN RESOURCES. THE CEO AND VICE PRESIDENT OF HUMAN RESOURCES USE AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO REVIEW AND ESTABLISH KEY EMPLOYEES TOTAL COMPENSATION. THE TWO MOST RECENT REVIEWS COMPLETED BY THE CONSULTANT WERE IN MAY 2015 AND APRIL 2017, INCLUDING SEVERANCE PACKAGES. FORM 990, PART VI, SECTION C, LINE 19 FAMILYCARE, INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THIS TIME. PART XII LINE 2C THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR. HEATHERINGTON FOUND FOR INNOVATION AND EDUCATION IN HEALTH CARE 2121 SW BROADWAY SUITE 115 PORTLAND OR 97201 930988354 TO SUPPORT INNOVATION AND FUND HEALTHCARE EDUCATION OR 501(C)(3) PF 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 HEATHERINGTON FOUND FOR INNOVATION AND EDUCATION IN HEALTH CARE B 9740480 CASH