OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND (EIN 320674647) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

KATIE COMBS

Phone

8333890027

Tax Period

2023-01-01 to 2023-12-31

OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND, founded in 2021, is a mid-sized nonprofit in the Mutual Benefit sector that reported $21.9M in total revenue in fiscal year 2023. Revenue fell 73% from the prior year — a significant decline worth monitoring. Net assets of $77.3M represent 42 months of operating reserves.

Mission

TO PROVIDE SELF-INSURED HEALTH BENEFITS TO EMPLOYEES AND DEPENDENTS WHO SATISFY CERTAIN PLAN REQUIREMENTS AND ARE EMPLOYED BY EMPLOYERS THAT MAKE REQUIRED CONTRIBUTIONS TO THE FUND

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $19,230,954

Investment Income $2,693,661

Other Revenue $0

TOTAL REVENUE $21,924,615

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,032,675

TOTAL EXPENSES $23,633,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,924,615	$81,042,949	-0.7%
Expenses	$23,633,827	$2,101,198	+10.2%
Net Income	$-1,709,212	$78,941,751	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW LOOMIS	TRUSTEE	1.0	Director	$0	$0	$0
MELISSA UNGER	TRUSTEE	1.0	Director	$0	$0	$0
EVAN PASTER	TRUSTEE	1.0	Director	$0	$0	$0
SEAN STAUB	TRUSTEE	1.0	Director	$0	$0	$0
RYAN DELAMARTER	TRUSTEE	0.5	Director	$0	$0	$0
ANDREW LUCAS	TRUSTEE	1.0	Director	$0	$0	$0
CINDY COUR	TRUSTEE	1.0	Director	$0	$0	$0
CHERYL EMERSON	TRUSTEE	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$21,924,615	$23,633,827	$79,816,197	$-1,709,212

OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND