NORTHWEST HEALTH FOUNDATION

EIN: 911854545 Philanthropy & Grantmaking

PORTLAND, OR

Total Revenue
$2,159,316
Total Expenses
$2,337,673
Total Assets
$68,687,716
Net Assets
$67,378,288
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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
OR
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

TO ADVANCE AND SUPPORT THE HEALTH OF THE PEOPLE OF OREGON AND SOUTHWEST WASHINGTON.

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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 $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

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Governance

Voting Members
6
Independent Members
6
Employees
13
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
6
$460,603
Total Directors
6
$22,500
Key Employees
1
$188,534
Highest Compensated
1
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
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