OREGON HEALTH AND EDUCATION COLLABORATIVE

EIN: 882968875 501(c)(3) Health Care

WILSONVILLE, OR

Total Revenue
$562,070
Total Expenses
$330,169
Total Assets
$490,742
Net Assets
$476,994
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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
OR
Phone
5034762509
Tax Period
2023-01-01 to 2023-12-31

OREGON HEALTH AND EDUCATION COLLABORATIVE, founded in 2022, is a small nonprofit in the Health Care sector that reported $562K in total revenue in fiscal year 2023. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $232K, a strong 41% operating margin.

Mission

SUPPORT PLACE-BASED, CROSS-SECTOR COLLABORATION BETWEEN HEALTHCARE AND EDUCATION PARTNERS TO MAKE A SYSTEMIC CHANGE AND ACHIEVE POSITIVE OUTCOMES FOR ALL OF OREGON'S YOUTH.

Program Service Accomplishments

Program 1
Expenses: $229,190

THE OREGON HEALTH AND EDUCATION COLLABORATIVE IS IN ITS SECOND YEAR OF OPERATIONS AS A STATEWIDE SOCIAL IMPACT ORGANIZATION AND HAS ALREADY MADE INCREDIBLE GAINS ORGANIZATIONALLY, WITH THE UPSTREAM...

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THE OREGON HEALTH AND EDUCATION COLLABORATIVE IS IN ITS SECOND YEAR OF OPERATIONS AS A STATEWIDE SOCIAL IMPACT ORGANIZATION AND HAS ALREADY MADE INCREDIBLE GAINS ORGANIZATIONALLY, WITH THE UPSTREAM INITIATIVE, AND AN UPCOMING HEALTHCARE CAREERS PATHWAY EVEN FOR YOUTH. MOST OF OUR PROGRAM ACCOMPLISHMENTS ARE RELATED TO THE DESIGN AND LAUNCH OF THE UPSTREAM INITIATIVE, WHICH IS A STATEWIDE EFFORT DESIGNED TO MAKE COMMUNITY BASED SYSTEMIC CHANGE FOR THE FIRST 1000 DAYS OF LIFE. LISTED BELOW ARE THE KEY OUTCOMES ACHIEVED IN 2023.. PARTNERED WITH THE CHILDREN'S INSTITUTE TO DEVELOP READINESS CRITERIA FOR THE SELECTION OF FIVE UPSTREAM INITIATIVE DESIGN PILOTS FROM GEOGRAPHICALLY DIVERSE REGIONS AROUND OREGON.. CONDUCTED STATEWIDE OUTREACH FOR 6 WEEKS AND GARNERED 11 LETTERS OF INTEREST FROM ORGANIZATIONS REPRESENTING HEALTHCARE AND EDUCATION SECTORS.. RAISED FUNDS NEEDED TO COMMIT GRANTS OF AT LEAST $65,000 TO EACH OF THE FIVE DESIGN PILOTS. DEVELOPED A SYSTEM FOR GRANTS MANAGEMENT THAT REDUCES ADMINISTRATIVE BURDEN ON DESIGN PILOTS, PROVIDES LOCAL FLEXIBILITY FOR HOW THE GRANT MONEY IS SPENT, AND GENERATES A COHESIVE PRODUCT BETWEEN ALL 5 DESIGN PILOTS.. CREATED THE FRAMEWORK FOR LEARNING COMMUNITIES, WHICH WILL SHARE BEST PRACTICES AS WE SHAPE THE CHILD SUCCESS MODEL, AND SELECTED AND ONBOARDED THREE LEARNING COMMUNITIES TO INCLUDE MORE COUNTIES AND ENTITIES IN THE UPSTREAM INITIATIVE.. RAISED FUNDS TO CONTRACT WITH PROFESSIONAL FACILITATORS FOR A STATEWIDE LEARNING COLLABORATIVE AND DESIGNED AND DELIVERED A STATEWIDE LEARNING COLLABORATIVE FOR ALL FIVE DESIGN PILOTS AND THREE LEARNING COMMUNITIES. THIS BRINGS TOGETHER HALF OF OREGON'S COUNTIES WITH REPRESENTATIVES FROM CROSS-SECTOR ENTITIES, ALL ENGAGED IN A CONVERSATION OF HOW TO DESIGN A SYSTEM FOR THE FIRST 1000 DAYS OF LIFE.. RAISED FUNDS TO CONTRACT WITH A RESEARCHER TO PROVIDE EVALUATION SUPPORT TO THE LEARNING COLLABORATIVE. EFFECTIVELY CONDUCTED RESEARCH THROUGHOUT THE UPSTREAM INITIATIVE.. RAISED FUNDS TO CONTRACT WITH A STRATEGIC COMMUNICATIONS FIRM TO CRAFT AND DRIVE STORYTELLING ABOUT THIS PROJECT TO KEY AUDIENCES.. EACH DESIGN PILOT ENGAGED IN A LOCAL CROSS-SECTOR PROCESS TO CONCEPTUALIZE A BLUEPRINT FOR A CHILD SUCCESS MODEL THAT IS LOCAL TO THEIR COMMUNITY AND IS FOCUSED ON ENSURING ALL CHILDREN AND THEIR FAMILIES, FROM PREGNANCY TO AGE 2, HAVE WHAT THEY NEED TO THRIVE.. EXISTING RELATIONSHIPS HAVE DEEPENED, CONVERSATIONS ARE MORE FOCUSED ON THIS CRUCIAL AND PRECIOUS TIME PERIOD OF THE FIRST 1000 DAYS OF LIFE, AND CREATIVITY FOR SYSTEMS RE-DESIGN HAS BEEN UNLEASHED THROUGH THESE LOCAL CONVERSATIONS.IN ADDITION TO THE UPSTREAM INITIATIVE, IN 2023 THE COLLABORATIVE PARTNERED WITH THE OREGON HEALTH LEADERSHIP COUNCIL (OHLC) TO ADDRESS HEALTHCARE WORKFORCE SHORTAGES BY DESIGNING AN EVENT FOR HIGH SCHOOL YOUTH TO LEARN ABOUT LOCAL HEALTH CAREER PATHWAYS. TOGETHER, THE COLLABORATIVE AND OHLC CONVENED HEALTHCARE AND EDUCATION LEADERS IN BOTH THE PHOENIX-TALENT AND UMATILLA REGIONS TO DISCUSS WHAT PATHWAYS CURRENTLY EXIST AND HOW TO CREATE AN EVENT THAT WOULD HIGHLIGHT THESE PROGRAMS FOR HIGH SCHOOL STUDENTS.IN SUMMARY, WITHIN ONE YEAR OF BEING FORMED AS A NONPROFIT ORGANIZATION, WE LAUNCHED AND FUNDED A STATEWIDE INITIATIVE, SECURED TOP NOTCH PROFESSIONALS TO GUIDE AND EVALUATE THE EFFORTS, CONVENED AND RESOURCED MULTIPLE PARTNERS FROM AROUND THE STATE, AND ARE ON TRACK FOR AN ON-TIME AND ON-BUDGET CONCLUSION TO PHASE ONE OF THE UPSTREAM INITIATIVE. THE OUTCOME WILL BE FIVE LOCAL CHILD SUCCESS MODELS AND A PLAN FOR LEGISLATIVE ACTION THAT WILL PROVIDE FUNDING AND FLEXIBILITY TO THESE COMMUNITIES TO IMPLEMENT THEIR MODELS. WE ARE CURRENTLY WORKING TO DEFINE AND FUND PHASE TWO, THE UPSTREAM INITIATIVE BRIDGE, WHICH WILL INVOLVE CONTRACTING WITH LOCAL SYSTEM CHANGE AGENTS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $561,800
Program Service Revenue $0
Investment Income $270
Other Revenue $0
TOTAL REVENUE $562,070

Expense Breakdown

Grants Paid $0
Salaries & Benefits $165,888
Fundraising Expenses $57,342
Program Expenses $229,190
Other Expenses $164,281
TOTAL EXPENSES $330,169

Year-over-Year Comparison

2023 2022 Change
Revenue $562,070 $300,009 +0.9%
Expenses $330,169 $54,916 +5.0%
Net Income $231,901 $245,093 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
14

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
4
$165,888
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHELSEA KING Executive Dir. 40.00
Officer
$165,888 $0 $165,888
DR GUSTAVO BALDERAS Director 1.00
Director
$0 $0 $0
BRENT BARRY Director 2.00
Director
$0 $0 $0
DR MAGGIE BENNINGTON-DAVIS Director 1.00
Director
$0 $0 $0
ERIC C HUNTER Treasurer 1.00
Officer Director
$0 $0 $0
DR JOHN KITZHABER CHAIRMAN 13.00
Officer Director
$0 $0 $0
GUSTAVO MORALES Director 1.00
Director
$0 $0 $0
LISA O'CONNER Director 1.00
Director
$0 $0 $0
KAMESHA ROBINSON Director 1.00
Director
$0 $0 $0
DR REEM HASAN Director 1.00
Director
$0 $0 $0
HEIDI SIPE Director 2.00
Director
$0 $0 $0
BOB STEWART Secretary 1.00
Officer Director
$0 $0 $0
KALI THORNE-LADD Director 1.00
Director
$0 $0 $0
MARSHA WILLIAMS Director 1.00
Director
$0 $0 $0
JAMIE VANDERGON Director 2.00
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 $562,070 $330,169 $490,742 $231,901
2022 $300,009 $54,916 $245,093 $245,093
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