CASCADIA HEALTH (EIN 930770054) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

JAMES SCHROEDER

Phone

5032380769

Tax Period

2024-07-01 to 2025-06-30

CASCADIA HEALTH, founded in 1980, is a major nonprofit in the Mental Health sector that reported $114.7M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

CASCADIA HEALTH DELIVERS WHOLE HEALTH CARE - INTEGRATED MENTAL HEALTH AND ADDICTION SERVICES, PRIMARY CARE, AND HOUSING - TO SUPPORT OUR COMMUNITIES AND PROVIDE HOPE AND WELL-BEING FOR THOSE WE SERVE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $40,868,408

Program Service Revenue $72,731,086

Investment Income $1,130,459

Other Revenue $0

TOTAL REVENUE $114,729,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,968,916

Fundraising Expenses $703,259

Program Expenses $86,486,505

Other Expenses $33,639,858

TOTAL EXPENSES $119,608,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,729,953	$103,729,457	+0.1%
Expenses	$119,608,774	$106,009,636	+0.1%
Net Income	$-4,878,821	$-2,280,179	+1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1231

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

$2,287,440

Total Directors

Key Employees

$2,753,745

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE JAGGERS	CHAIR	1.00	Director	$0	$0	$0
GREG TOWNLEY	VICE CHAIR	1.00	Director	$0	$0	$0
RICO BOCALA	TREASURER / INTERIM SECRETARY	1.00	Director	$0	$0	$0
AMELIA WILCOX	DIRECTOR (MEMBER AT-LARGE)	1.00	Director	$0	$0	$0
ASHLIE ASH S JORGENSEN	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN MCKECHNIE	DIRECTOR	1.00	Director	$0	$0	$0
EMILY R WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
HARRIS MATARAZZO	DIRECTOR	1.00	Director	$0	$0	$0
LYNN JONES	DIRECTOR	1.00	Director	$0	$0	$0
MINERVA MINNIE HORVATH THEYTHEM	DIRECTOR	1.00	Director	$0	$0	$0
PAUL GIGER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DICK COWAN	DIRECTOR	1.00	Director	$0	$0	$0
SABRINA TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
WANDA ABIOTO	DIRECTOR	1.00	Director	$0	$0	$0
SCHROEDER JAMES	CHIEF EXECUTIVE OFFICER	40.00	Officer	$344,149	$14,406	$358,555
SWEENEY APRIL	CHIEF OF CLINICAL SERVICES	40.00	Officer	$329,979	$26,391	$356,370
GAULT BARRY	CHIEF FINANCIAL OFFICER	40.00	Officer	$258,567	$31,520	$290,087
SEVOS ERIC	CHIEF OPERATING OFFICER	40.00	Officer	$243,627	$30,344	$273,971
EPPS ZOE	CHIEF ACCESS OFFICER	40.00	Officer	$211,151	$27,719	$238,870
DUBE BUKHOSI	CHIEF MEDICAL AND HEALTH OFFICER	40.00	Officer	$214,695	$9,474	$224,169
SILVERMAN ALANA	CHIEF PEOPLE OFFICER	40.00	Officer	$181,238	$25,319	$206,557
WILBORN SANDRA	CHIEF OF MISSION AND COMMUNITY	40.00	Officer	$177,261	$24,951	$202,212
WALKER DERALD	PRESIDENT	40.00	Officer	$122,951	$13,698	$136,649
CONOUR JAMES	PROGRAM MEDICAL DIRECTOR, MD	40.00	Key Emp	$323,937	$36,695	$360,632
MATSUMURA ANDREA	MEDICAL DIRECTOR, PRIMARY	40.00	Key Emp	$302,959	$16,039	$318,998
FALK NEIL	PROGRAM MEDICAL DIRECTOR, MD	32.00	Key Emp	$257,376	$31,360	$288,736
WINN TRACY	SENIOR DIRECTOR, PRIMARY	40.00	Key Emp	$251,404	$30,993	$282,397
DUFALA CLAIRE	PROGRAM MEDICAL DIRECTOR, PMHNP	40.00	Key Emp	$251,206	$30,903	$282,109
BLACKMON TIFFANY	GENERAL COUNSEL	40.00	Key Emp	$238,016	$7,491	$245,507
SRIPADA EVA	MEDICAL DIRECTOR, PMHNP	40.00	Key Emp	$195,976	$22,722	$218,698
CHAVEZ BENJAMIN	PHARMACY PROGRAMS ADMINISTRATOR	40.00	Key Emp	$196,621	$15,071	$211,692
TRACHTENBERG ROBERT	SENIOR DIRECTOR, FQHC AND CCBHC	40.00	Key Emp	$162,041	$35,299	$197,340
KEENER CHRISTINA	PROGRAM MEDICAL DIRECTOR, PMHNP	30.00	Key Emp	$171,112	$13,689	$184,801
WU NANCY	SENIOR DIRECTOR, REVENUE	40.00	Key Emp	$152,094	$10,741	$162,835
WEINSTEIN LEAH	PRIMARY CARE DOCTOR	32.00	Highest	$236,139	$10,741	$246,880
GLICK EMILY	PRIMARY CARE DOCTOR	40.00	Highest	$221,576	$11,802	$233,378
URQUIDEZ APRIL	NURSE PRACTITIONER	40.00	Highest	$179,043	$26,251	$205,294
IJAZ MOSES	PSYCHIATRIC CONSULTANT	40.00	Highest	$184,578	$13,924	$198,502
TIEDE TRAVIS	NURSE PRACTITIONER	40.00	Highest	$158,421	$10,741	$169,162

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
2025	$114,729,953	$119,608,774	$105,556,366	$-4,878,821
2024	No data	No data	No data	No data
2023	$98,940,296	$85,972,225	$96,351,715	$12,968,071
2022	$81,704,594	$72,296,630	$82,603,834	$9,407,964
2021	$81,176,418	$73,623,905	$67,090,354	$7,552,513
2020	$76,831,882	$75,950,894	$58,826,245	$880,988
2019	$74,308,156	$72,622,952	$57,669,633	$1,685,204
2018	$70,828,863	$67,968,451	$45,104,374	$2,860,412

CASCADIA HEALTH