CCO OREGON

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

SAMANTHA SHEPHERD

Phone

9286991343

Tax Period

2025-01-01 to 2025-12-31

CCO OREGON, founded in 2013, is a small nonprofit in the Health Care sector that reported $195K in total revenue in fiscal year 2025. Revenue decreased 5% compared to the prior year. Expenses of $231K exceeded revenue, resulting in a 18% operating deficit.

Mission

CCO OREGON CONVENES PAYERS, PROVIDERS, AND OTHER CARE DELIVERY PARTNERS TO IDENTIFY AND ADVANCE EVIDENCE-BASED, STAKEHOLDER-DRIVEN STRATEGIES THAT SUPPORT COORDINATED CARE AND HEALTH TRANSFORMATION.

Program Service Accomplishments

Program 1

Expenses: $175,406 Revenue: $152,280

CCO OREGON PROGRAMS INCLUDE WORKGROUPS, SPECIAL PROJECT MEETINGS AS WELL AS THE ANNUAL CONFERENCE AND MEETING. THE CURRENT WORKGROUP FOCUS AREAS ARE: BEHAVIORAL HEALTH, CCO CONTRACTING AND...

CCO OREGON PROGRAMS INCLUDE WORKGROUPS, SPECIAL PROJECT MEETINGS AS WELL AS THE ANNUAL CONFERENCE AND MEETING. THE CURRENT WORKGROUP FOCUS AREAS ARE: BEHAVIORAL HEALTH, CCO CONTRACTING AND OPERATIONS, ORAL HEALTH, GOVERNMENT AFFAIRS, PHARMACY, AND HEALTH RELATED SOCIAL NEEDS AND HEALTH EQUITY.THE WORKGROUPS MEET REGULARLY, HAVE A CO-CHAIR(S), AND ARE FACILITATED BY CCO OREGON STAFF. THE AGENDAS FOR EACH WORKGROUP OR MEETING ALIGN WITH STATE-LEVEL POLICY DISCUSSIONS, NATIONAL TRENDS, AND THE INTERESTS OF OUR MEMBERS AND THE POPULATIONS THEY SERVE.CONTINUED ON SCHEDULE O. CCO OREGON 2025 PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE:* CONVENED WORKGROUP WITH CCO OREGON MEMBERS AND NONMEMBERS TO COLLABORATE ON FOUNDATIONAL ASPECTS OF THE OREGON HEALTH PLAN.* LED CONVERSATIONS WITH STATE AGENCY LEADERS AND CCO OREGON MEMBERS.* REPRESENTED MEMBERS' INTERESTS IN ONGOING ADVOCACY TO ADVANCE THE COORDINATED CARE MODEL ACROSS MULTIPLE FORUMS.* TRACKED FEDERAL POLICY SHIFTS AND LED CONVERSATION ABOUT OREGON'S RESPONSE. * PROJECT MANAGED COLLABORATIVE EFFORTS ACROSS MEMBERS AND EXTERNAL PARTNERS TO ADVOCATE FOR KEY SYSTEM DELIVERABLE CHANGES, PROGRAM IMPROVEMENTS, AND FUNDING FOR PUBLICLY FUNDED HEALTH PROGRAMS.* TRACKED INCOMING FEDERAL AND STATE FUNDS, POLICY CHANGES, NEW TASK FORCES, AND LEGISLATIVE INITIATIVES RELATED TO OREGON'S MEDICAID PROGRAM AND THE COORDINATED CARE MODEL.* FURTHERED RELATIONSHIPS WITH MEMBERSHIP, STATE AGENCY LEADERS, ELECTED OFFICIALS, AND SYSTEM PARTNERS.* HOSTED AN ANNUAL CONFERENCE WITH NEARLY 400 ATTENDEES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $42,685

Program Service Revenue $152,280

Investment Income $0

Other Revenue $235

TOTAL REVENUE $195,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $135,299

Fundraising Expenses $15,651

Program Expenses $175,406

Other Expenses $95,742

TOTAL EXPENSES $231,041

Year-over-Year Comparison

	2025	2024	Change
Revenue	$195,200	$205,482	-0.1%
Expenses	$231,041	$209,233	+0.1%
Net Income	$-35,841	$-3,751	+8.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

250

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

$126,330

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN KOLMER	BOARD CO-CHAIR	0.50	Officer Director	$0	$0	$0
JEREMIAH RIGSBY	BOARD CO-CHAIR	0.50	Officer Director	$0	$0	$0
MATTHEW SINNOTT	BOARD TREASURER	0.50	Officer Director	$0	$0	$0
RICK BLACKWELL	BOARD SECRETARY	0.50	Officer Director	$0	$0	$0
ALYSSA FRANZEN	BOARD DIRECTOR	0.50	Director	$0	$0	$0
ERIC SEVOS	BOARD DIRECTOR	0.25	Director	$0	$0	$0
DANIELLE SOBEL	BOARD DIRECTOR	0.25	Director	$0	$0	$0
MINDY STADTLANDER	BOARD DIRECTOR	0.25	Director	$0	$0	$0
MINA ZARNEGIN	BOARD DIRECTOR	0.25	Director	$0	$0	$0
SAMANTHA SHEPHERD	EXECUTIVE DIRECTOR	40.00	Officer	$110,843	$15,487	$126,330

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
2025	$195,200	$231,041	$132,110	$-35,841
2024	$205,482	$209,233	$190,506	$-3,751
2023	$239,179	$182,669	$185,889	$56,510
2022	$280,997	$200,052	$181,945	$80,945
2020	$132,122	$151,768	$56,883	$-19,646
2019	$252,030	$212,040	$66,182	$39,990
2018	$250,199	$207,860	$26,986	$42,339