Oregon Health Care Association

EIN: 930444844

Portland, OR

Total Revenue
$5,275,663
Total Expenses
$4,634,213
Total Assets
$9,811,474
Net Assets
$7,533,946
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
OR
Principal Officer
Philip Bentley
Phone
5037265224
Tax Period
2023-10-01 to 2024-09-30

Oregon Health Care Association, founded in 1968, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2023. Expenses of $4.6M left a modest 12% surplus.

Mission

Oregon Health Care Association is a voluntary association formed to promote the common business interests of its members, all of which are engaged in the business of providing long-term care and related services in the state of oregon.

Program Service Accomplishments

Program 1

The Oregon Health Care Association has worked to improve quality care in Oregon for more than 65 years by providing advocacy and education for and on behalf of its members. OHCA works with local...

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The Oregon Health Care Association has worked to improve quality care in Oregon for more than 65 years by providing advocacy and education for and on behalf of its members. OHCA works with local, state, and federal policymakers, government officials, advocates, and coalitions to promote policies that ensure the independence, choice, and dignity of those living in long term care settings. OHCA offers a variety of unique, high qualiaty educational opportunities every year, featuring live webinars, nationally recognized experts, and conferences that bring together thousands of dedicated long term care providers and caregivers.

Program 2

OHCA received a grant from the Oregon Department of Human Services to advance some of ODHS' Aging and People with Disabilities Long-Term Services and Supports programs. The grant was effective on...

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OHCA received a grant from the Oregon Department of Human Services to advance some of ODHS' Aging and People with Disabilities Long-Term Services and Supports programs. The grant was effective on October 20, 2022, and was for support of programs from January 1, 2022 - August 31, 2024. The grant was amended as of August 31,2024. The amendment extended the grant through December 31, 2026. OHCA originally received $1,559,660 for the following programs: $345,000 for Long Term Care Inclusion Education and Training, and consultations for long term care providers, $366,960 for the Student Nurse LTC clinical Experience Expansion project including internships and residency program support, and $847,700 for the Oregon Gerontological (Gero) Nurse Online Prep Program for Oregon RNs. All unspent funds as of August 31, 2024 were rolled into the amended grant and reallocated to the existing projects. An additional $796,000 of grant funds were provided for the Long Term Care Inclusion project ($345k) and the Nurse LTC clinical Experience and Expansion project ($451k). All of these projects were initiated to help strengthen and grow the long term care workforce in Oregon which will be needed in future years to adequately care for the aging population. Funds received supported program partners, contractors, event speakers, event expenses, program scholarships, and administrative expenses. OHCA's FY23-24 financial statements did not include any revenue related to this grant. During FY23-24, OHCA disbursed $107k to University of Nebraska and $201k to University of Portland from these funds for the projects previously described.

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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 $0
Program Service Revenue $4,948,962
Investment Income $303,286
Other Revenue $23,415
TOTAL REVENUE $5,275,663

Expense Breakdown

Grants Paid $22,500
Salaries & Benefits $3,281,126
Fundraising Expenses $0
Other Expenses $1,330,587
TOTAL EXPENSES $4,634,213

Year-over-Year Comparison

2023 2022 Change
Revenue $5,275,663 $5,090,824 +0.0%
Expenses $4,634,213 $4,398,989 +0.1%
Net Income $641,450 $691,835 -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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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
14
Volunteers
16

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
$744,558
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
James Carlson Sr. Advisor 40.00
$539,288 $19,914 $559,202
Philip Bentley President & CEO 40.00
Officer
$529,654 $19,664 $549,318
Nicolette Rielly Sr VP Quality Serv 40.00
$260,437 $19,072 $279,509
Eugenia Liu General Counsel 40.00
$251,767 $19,558 $271,325
Elizabeth Batlan Sr VP Gov Relation 40.00
$222,741 $19,600 $242,341
Lori Mueller CFO 40.00
Officer
$176,840 $18,400 $195,240
Roseanna Ward Sr VP Strategy 40.00
$159,467 $18,338 $177,805
Lisa Maynard member 1.00
Director
$0 $0 $0
KATHY LEVEE Immd Past Chair 1.00
Director
$0 $0 $0
STEVE FOGG Chair 1.00
Officer Director
$0 $0 $0
MARK KINKADE Member 1.00
Director
$0 $0 $0
Rick Dillon Member 1.00
Director
$0 $0 $0
JoAnn Vance Member 1.00
Director
$0 $0 $0
MAURO HERNANDEZ Member 1.00
Director
$0 $0 $0
Marcy Boyd MEMBER 1.00
Director
$0 $0 $0
Jonathan Mack MEMBER 1.00
Director
$0 $0 $0
Andy Becker Treasurer 1.00
Officer Director
$0 $0 $0
MARK REMLEY MEMBER 1.00
Director
$0 $0 $0
Elizabeth Burns MEMBER 1.00
Director
$0 $0 $0
Matt Hilty Member 1.00
Director
$0 $0 $0
Kelly Odegarrd MEMBER 1.00
Director
$0 $0 $0
Ryan DELAMARTER member 1.00
Director
$0 $0 $0
Brenda Connelly Member 1.00
Director
$0 $0 $0
Gabriela Sanchez member 1.00
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 $5,275,663 $4,634,213 $9,811,474 $641,450
2023 $5,090,824 $4,398,989 $9,046,565 $691,835
2022 $4,745,134 $4,698,849 $7,655,917 $46,285
2021 $4,365,230 $3,930,521 $8,010,690 $434,709
2020 $4,384,750 $4,024,255 $6,890,650 $360,495
2019 $3,916,435 $3,968,032 $6,792,755 $-51,597
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