HEALTH SHARE OF OREGON

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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

2012

Legal Domicile

Principal Officer

MICHELLE STADTLANDER

Phone

5034161460

Tax Period

2023-01-01 to 2023-12-31

HEALTH SHARE OF OREGON, founded in 2012, is a large national nonprofit in the Health Care sector that reported $3.4B in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

THE CHARITABLE PURPOSES OF THE ORGANIZATION INCLUDE, BUT ARE NOT LIMITED TO, DEVELOPING AN INTEGRATED COMMUNITY HEALTH SYSTEM THAT ACHIEVES BETTER CARE, BETTER HEALTH, AND LOWER COSTS FOR THE MEDICAID POPULATION AND THE TRI-COUNTY COMMUNITY OF MULTNOMAH, WASHINGTON, AND CLACKAMAS COUNTIES, OREGON (THE "TRI-COUNTY AREA").

Program Service Accomplishments

Program 1

Expenses: $3,322,721,283 Revenue: $3,357,483,027

OPERATION OF OREGON HEALTH PLAN PROGRAM - HEALTH SHARE OF OREGON IS A COORDINATED CARE ORGANIZATION AS DEFINED IN THE STATE OF OREGON STATUTES. IT OPERATES AS AN INTEGRATED COMMUNITY-BASED HEALTH...

OPERATION OF OREGON HEALTH PLAN PROGRAM - HEALTH SHARE OF OREGON IS A COORDINATED CARE ORGANIZATION AS DEFINED IN THE STATE OF OREGON STATUTES. IT OPERATES AS AN INTEGRATED COMMUNITY-BASED HEALTH CARE PLAN THAT STRIVES TO ACHIEVE BETTER CARE, BETTER HEALTH, AND LOWER COSTS FOR THE MEDICAID POPULATION IN THE THREE COUNTIES AROUND PORTLAND, OREGON. THE ORGANIZATION ENTERED INTO A RISK CONTRACT WITH THE STATE OF OREGON TO PROVIDE PHYSICAL, MENTAL AND DENTAL HEALTH COVERAGE UNDER THE OREGON HEALTH PLAN TO ENROLLEES IN CLACKAMAS, MULTNOMAH, AND WASHINGTON COUNTIES.

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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 $3,357,483,027

Investment Income $3,728,737

Other Revenue $0

TOTAL REVENUE $3,361,211,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,241

Fundraising Expenses $0

Program Expenses $3,322,721,283

Other Expenses $3,363,784,667

TOTAL EXPENSES $3,363,791,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,361,211,764	$3,041,481,397	+0.1%
Expenses	$3,363,791,908	$3,030,292,675	+0.1%
Net Income	$-2,580,144	$11,188,722	-1.2%

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

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
RJ GILLESPIE MD	BOARD CHAIR, DIRECTOR	4.00	Officer Director	$0	$0	$0
MARNI KUYL	BOARD CHAIR, DIRECTOR THRU 02/2023	4.00	Officer Director	$0	$0	$0
DORANE BROWER	VICE CHAIR, DIRECTOR THRU 07/2023	4.00	Officer Director	$0	$0	$0
CHRISTA MARIE SHIVELY	VICE CHAIR, DIRECTOR	4.00	Officer Director	$0	$0	$0
CYREENA BOSTON-ASHBY	SECRETARY THRU 02/2023	4.00	Officer Director	$0	$0	$0
ABIGAIL JESSIE LAWRENCE	DIRECTOR	4.00	Director	$0	$0	$0
ANDREW MENDENHALL	DIRECTOR	4.00	Director	$0	$0	$0
CAMILLE ANGELA APPLIN-JONES	DIRECTOR	4.00	Director	$0	$0	$0
CANDICE B JIMENEZ	DIRECTOR	4.00	Director	$0	$0	$0
EBONY STAR SLOAN CLARKE	DIRECTOR THRU 02/2023	4.00	Director	$0	$0	$0
ERIC CHARLES HUNTER	DIRECTOR	4.00	Director	$0	$0	$0
IRMA BETTYNA ROSALES VILLEGAS	DIRECTOR	4.00	Director	$0	$0	$0
HOLDEN LEUNG	DIRECTOR	4.00	Director	$0	$0	$0
JEFFREY MCKAY CONKLIN	DIRECTOR	4.00	Director	$0	$0	$0
JOE HARDMAN MD	DIRECTOR	4.00	Director	$0	$0	$0
KATRINA HOLLAND	DIRECTOR	4.00	Director	$0	$0	$0
KEITH DEMPSEY	DIRECTOR	4.00	Director	$0	$0	$0
KYLE ALAN KING	DIRECTOR	4.00	Director	$0	$0	$0
MERRIN PERMUT	DIRECTOR	4.00	Director	$0	$0	$0
MJERE SONETTA SIMANTEL	DIRECTOR	4.00	Director	$0	$0	$0
MONTA KNUDSON	DIRECTOR	4.00	Director	$0	$0	$0
NICK KASHEY	DIRECTOR THRU 12/2023	4.00	Director	$0	$0	$0
ROBERT CALVIN STEWART	DIRECTOR	4.00	Director	$0	$0	$0
RODNEY A COOK	DIRECTOR	4.00	Director	$0	$0	$0
VALDEX BRAVO	DIRECTOR	4.00	Director	$0	$0	$0
MARGARET BENNINGTON-DAVIS	CHIEF MEDICAL OFFICER	40.00	Officer	$0	$0	$0
MICHELLE STADTLANDER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$0	$0	$0
GRAHAM BOULDIN	CHIEF QUALITY OFFICER	40.00	Officer	$0	$0	$0
PHYUSIN MYINT	CHIEF EQUITY, DIVERSITY & INCLUSION OFFICER	40.00	Officer	$0	$0	$0
MARK LEWIS	CHIEF FINANCIAL OFFICER	40.00	Officer	$0	$0	$0
PATRICIA NIMELMAN	CHIEF FINANCIAL OFFICER THRU 04/2023	40.00	Officer	$0	$0	$0
JAMES SCHROEDER	CHIEF EXECUTIVE OFFICER THRU 01/2023	40.00	Officer	$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	$3,361,211,764	$3,363,791,908	$334,652,427	$-2,580,144
2022	$3,041,481,397	$3,030,292,675	$330,580,057	$11,188,722
2021	$2,773,290,372	$2,771,371,126	$284,221,238	$1,919,246
2020	$2,419,713,268	$2,419,992,065	$170,592,009	$-278,797
2019	$2,190,344,412	$2,207,985,723	$156,922,581	$-17,641,311
2018	$2,010,354,602	$2,003,064,226	$99,666,104	$7,290,376