GREATER OREGON BEHAVIORAL HEALTH INC (EIN 931144014) - 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

1994

Legal Domicile

Principal Officer

JOHN SHAFER

Phone

5412982101

Tax Period

2023-01-01 to 2023-12-31

GREATER OREGON BEHAVIORAL HEALTH INC, founded in 1994, is a mid-sized nonprofit in the Health Care sector that reported $100.0M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

BEHAVIORAL HEALTH ADMINISTRATIVE SERVICES FOR OREGON HEALTH PLAN MEMBERS IN TWELVE OREGON COUNTIES.

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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 $9,271,452

Program Service Revenue $90,132,032

Investment Income $364,761

Other Revenue $188,011

TOTAL REVENUE $99,956,256

Expense Breakdown

Grants Paid $1,550,346

Salaries & Benefits $12,398,148

Fundraising Expenses $0

Program Expenses $88,937,151

Other Expenses $83,947,744

TOTAL EXPENSES $97,896,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,956,256	$79,181,758	+0.3%
Expenses	$97,896,238	$72,865,060	+0.3%
Net Income	$2,060,018	$6,316,698	-0.7%

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

134

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

$1,317,634

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SATYA CHANDRAGIRI	CHIEF MEDICAL OFFICER	40.00	Officer	$395,169	$46,687	$441,856
KAREN WHEELER	CHIEF EXECUTIVE OFFICER	40.00	Officer	$222,305	$36,378	$258,683
BILL HOVEKE	CHIEF ACTUARY	40.00	Highest	$195,935	$33,477	$229,412
PETE DAVIDSON	LICENSED MEDICAL PRACTITIONER	40.00	Highest	$202,994	$12,404	$215,398
LINDA WAGNER	CHIEF OPERATING OFFICER	40.00	Officer	$159,974	$28,554	$188,528
LISA CHAMNESS	CHIEF FIANCIAL OFFICER	40.00	Officer	$139,501	$39,369	$178,870
LOURDES REYNA	COMMUNITY ENGAGEMENT DIRECTOR	40.00	Highest	$140,198	$38,619	$178,817
ADAM RODAKOWSKI	TFC DIRECTOR	40.00	Highest	$125,028	$29,616	$154,644
JAQUELYN SERRANO THRU 1223	BEHAVIORAL HEALTH ADMINISTRATOR	40.00	Highest	$114,387	$36,535	$150,922
KAREN CADY	CHIEF COMPLIANCE OFFICER	40.00	Officer	$85,827	$19,916	$105,743
KELLY JO KING THRU 723	CHIEF PEOPLE OFFICER	40.00	Officer	$78,203	$4,385	$82,588
JULIE LEUTSCHAFT	CHIEF HUMAN RESOURCES OFFICER	40.00	Officer	$54,694	$6,672	$61,366
JOHN SHAFER	CHAIR	2.00	Officer Director	$0	$0	$0
AL BARTON	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE JENSEN	TREASURER	2.00	Director	$0	$0	$0
CARRIE BROGOITTI	BOARD MEMBER	2.00	Director	$0	$0	$0
CHANTAY JETT	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS SIEGNER	BOARD MEMBER	2.00	Director	$0	$0	$0
HEIDI MARTINEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
KIMBERLY LINDSAY	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARI SELANDER	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE MANESIS	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2023	$99,956,256	$97,896,238	$58,855,198	$2,060,018
2022	$79,181,758	$72,865,060	$50,892,923	$6,316,698
2021	$75,610,299	$61,335,091	$40,204,483	$14,275,208
2020	$63,391,325	$52,215,758	$23,683,587	$11,175,567
2019	$62,925,936	$69,336,809	$17,264,242	$-6,410,873
2018	$70,361,996	$78,841,604	$21,990,734	$-8,479,608

GREATER OREGON BEHAVIORAL HEALTH INC