Oregon Health Care Association (EIN 930444844) - Form 990 Financial Analysis & Trantor Score

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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

1968

Legal Domicile

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.

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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 $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

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

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

$744,558

Total Directors

Key Employees

Highest Compensated

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

Oregon Health Care Association