NORTHWEST HEALTH FOUNDATION

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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

1997

Legal Domicile

Principal Officer

JESSE BEASON

Phone

5032201955

Tax Period

2023-01-01 to 2023-12-31

NORTHWEST HEALTH FOUNDATION, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $67.4M represent 374 months of operating reserves.

Mission

NORTHWEST HEALTH FOUNDATION SEEKS TO ADVANCE, SUPPORT, AND PROMOTE HEALTH IN OREGON AND SOUTHWEST WASHINGTON. BY PROVIDING GRANTS TO INITIATIVES, FORMING PARTNERSHIPS WITH HEALTH AND COMMUNITY LEADERS, AND ADVOCATING FOR POLICY CHANGE.

Program Service Accomplishments

Program 1

Expenses: $1,343,352

NORTHWEST HEALTH FOUNDATION'S (NWHF'S) CIVIC HEALTH INITIATIVE PROVIDES GENERAL OPERATING SUPPORT, CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO ORGANIZATIONS TO GIVE THEM THE TOOLS TO SUPPORT...

NORTHWEST HEALTH FOUNDATION'S (NWHF'S) CIVIC HEALTH INITIATIVE PROVIDES GENERAL OPERATING SUPPORT, CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO ORGANIZATIONS TO GIVE THEM THE TOOLS TO SUPPORT STRONG, ENDURING CIVIC ENGAGEMENT IN THEIR COMMUNITIES TO SHAPE POLICIES FOR GOOD HEALTH.

Program 2

Expenses: $432,322

NORTHWEST HEALTH FOUNDATION (NWHF) PROVIDES SPONSORSHIPS AND SUPPORT TO COMMUNITY-LED EFFORTS THAT SHARE THE FOUNDATION'S EQUITY PRIORITIES (RACE/ETHNICITY, INCLUDING IMMIGRANT AND REFUGEE...

NORTHWEST HEALTH FOUNDATION (NWHF) PROVIDES SPONSORSHIPS AND SUPPORT TO COMMUNITY-LED EFFORTS THAT SHARE THE FOUNDATION'S EQUITY PRIORITIES (RACE/ETHNICITY, INCLUDING IMMIGRANT AND REFUGEE IDENTIFICATION; GEOGRAPHY AND DISABILITY) BUT ARE SMALLER REQUESTS THAT DO NOT FIT WITHIN A MAJOR PROGRAMMATIC AREA. THESE AWARDS ARE FOR COMMUNITY EVENTS, FUNDRAISERS, LEARNING OPPORTUNITIES AND CONFERENCES.

Program 3

Expenses: $158,443

NONPROFIT MODERNIZATION ACT - IN PARTNERSHIP WITH THE NONPROFIT ASSOCIATION OF OREGON, NWHF HAS BUILT A COALITION ACROSS OREGON TO PROPOSE AND ADVOCATE FOR IMPROVEMENTS TO THE GOVERNMENT CONTRACTING...

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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 $1,047,600

Program Service Revenue $0

Investment Income $1,091,476

Other Revenue $20,240

TOTAL REVENUE $2,159,316

Expense Breakdown

Grants Paid $351,057

Salaries & Benefits $706,926

Fundraising Expenses $0

Program Expenses $1,934,117

Other Expenses $1,279,690

TOTAL EXPENSES $2,337,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,159,316	$1,899,963	+0.1%
Expenses	$2,337,673	$4,364,228	-0.5%
Net Income	$-178,357	$-2,464,265	-0.9%

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

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

$460,603

Total Directors

$22,500

Key Employees

$188,534

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE BEASON	PRESIDENT & CEO	30.70	Officer	$225,180	$35,801	$260,981
ANITA RODGERS	DIRECTOR OF FINANCE & OPERATIONS	22.90	Officer	$149,193	$33,429	$182,622
JENNIFER MATHESON	DIRECTOR OF PROGRAMS	16.80	Key Emp	$155,489	$33,045	$188,534
FELICITA MONTEBLANCO	PUBLIC AFFAIRS MANAGER	37.00	Highest	$101,320	$23,993	$125,313
CYREENA BOSTON ASHBY	BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR	2.50	Officer Director	$6,500	$0	$6,500
MECHELE JOHNSON	BOARD VICE CHAIR	1.20	Officer Director	$3,500	$0	$3,500
DAVID SAEZ	BOARD TREASURER/FINANCE COMMITTEE CHAIR	1.20	Officer Director	$3,500	$0	$3,500
CORINNE SAMS	BOARD SECRETARY	1.20	Officer Director	$3,500	$0	$3,500
EDDIE MELENDREZ	BOARD MEMBER/GOVERNANCE COMMITTEE CHAIR	0.70	Director	$3,500	$0	$3,500
JASON MCNEAL GRAHAM	BOARD MEMBER	0.70	Director	$2,000	$0	$2,000

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	$2,159,316	$2,337,673	$68,687,716	$-178,357
2022	$1,899,963	$4,364,228	$66,827,233	$-2,464,265
2021	$4,597,016	$2,360,659	$68,585,876	$2,236,357
2020	$2,032,718	$2,798,780	$60,967,213	$-766,062
2019	$2,553,957	$3,015,771	$53,370,355	$-461,814
2018	$4,395,758	$2,129,386	$48,603,664	$2,266,372