NORTHWEST HEALTH FOUNDATION FUND II

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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

1999

Legal Domicile

Principal Officer

JESSE BEASON

Phone

5032201955

Tax Period

2024-01-01 to 2024-12-31

NORTHWEST HEALTH FOUNDATION FUND II, founded in 1999, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $5.8M exceeded revenue, resulting in a 87% operating deficit.

Mission

BY BUILDING CAPACITY AND FORMING STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH, WE ARE FURTHERING OUR VISION OF GIVING EVERY PERSON THE OPPORTUNITY TO LEAD A HEALTHY LIFE. FROM DONOR-ADVISED FUNDS TO CO-INVESTMENT PARTNERSHIPS, (CONTINUED ON SCHEDULE O)WE HELP DEVELOP TARGETED PROGRAMS THAT ACHIEVE RESULTS AND IMPROVE HEALTH.

Program Service Accomplishments

Program 1

Expenses: $782,087

THE CIVIC HEALTH INITIATIVE PROVIDES PROJECT SPECIFIC SUPPORT, CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO ORGANIZATIONS TO GIVE THEM THE TOOLS TO SUPPORT STRONG, ENDURING CIVIC ENGAGEMENT IN THEIR...

Program 2

Expenses: $1,044,318 Revenue: $4,008

THE JUSTICE REINVESTMENT EQUITY PROGRAM (JREP) ENVISIONS AND STRIVES FOR A COMMUNITY-DIRECTED PUBLIC SAFETY SYSTEM THAT UPLIFTS BELONGING, HEALING, INDIVIDUAL AND FAMILY STABILITY AND SUPPORT...

THE JUSTICE REINVESTMENT EQUITY PROGRAM (JREP) ENVISIONS AND STRIVES FOR A COMMUNITY-DIRECTED PUBLIC SAFETY SYSTEM THAT UPLIFTS BELONGING, HEALING, INDIVIDUAL AND FAMILY STABILITY AND SUPPORT NETWORKS TO PREVENT AND REDUCE IMPRISONMENT AND RECIDIVISM AND END RACIAL DISPARITIES IN OREGON'S CRIMINAL JUSTICE SYSTEM. JREP PROVIDES GROUPS WITH PROJECT SPECIFIC GRANTS AND ACCESS TO A ROBUST CAPACITY-BUILDING PROGRAM.

Program 3

Expenses: $79,787

THE ADVANCING DISABILITY JUSTICE PROGRAM PROVIDES ORGANIZATIONS WITH GRANTS AND CAPACITY BUILDING TO SUPPORT THE LEADERSHIP OF PEOPLE WITH DISABILITIES AND TO BUILD COMMUNITY CONNECTIONS AND ADDRESS...

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,550,500

Program Service Revenue $0

Investment Income $532,000

Other Revenue $0

TOTAL REVENUE $3,082,500

Expense Breakdown

Grants Paid $3,309,096

Salaries & Benefits $629,306

Fundraising Expenses $788

Program Expenses $5,440,243

Other Expenses $1,811,678

TOTAL EXPENSES $5,750,080

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,082,500	$2,071,366	+0.5%
Expenses	$5,750,080	$8,488,037	-0.3%
Net Income	$-2,667,580	$-6,416,671	-0.6%

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

N/A

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

$491,828

Total Directors

$35,500

Key Employees

$200,892

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE BEASON	PRESIDENT & CEO	5.80	Officer	$0	$38,155	$267,175
ANITA RODGERS	DIRECTOR OF FINANCE & OPERATIONS	22.30	Officer	$0	$35,378	$198,153
JENNIFER MATHESON	DIRECTOR OF PROGRAMS	19.60	Key Emp	$0	$34,926	$200,892
FELICITA MONTEBLANCO	PUBLIC AFFAIRS MANAGER	3.20	Highest	$0	$25,487	$131,307
MECHELE JOHNSON	BOARD CHAIR/EXECUTIVE COMMITTEE CHAIR/GOVERNANCE C	1.70	Officer Director	$0	$0	$4,500
JASON MCNEAL GRAHAM	BOARD MEMBER & INTERIM BOARD CHAIR/EXECUTIVE COMMI	1.70	Officer Director	$0	$0	$6,000
CORINNE SAMS	BOARD VICE CHAIR	0.80	Officer Director	$0	$0	$5,000
DAVID SAEZ	BOARD TREASURER/FINANCE COMMITTEE CHAIR	0.80	Officer Director	$0	$0	$5,000
EDDIE MELENDREZ	BOARD SECRETARY	0.80	Officer Director	$0	$0	$6,000
MOHAMED ALYAJOURI	BOARD MEMBER	0.50	Director	$0	$0	$3,000
CYREENA BOSTON ASHBY	BOARD MEMBER	0.50	Director	$0	$0	$3,000
DR RYAN HASSAN	BOARD MEMBER	0.50	Director	$0	$0	$3,000

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	$3,082,500	$5,750,080	$10,149,076	$-2,667,580
2023	$2,071,366	$8,488,037	$14,951,889	$-6,416,671
2022	$13,325,741	$2,441,780	$17,221,741	$10,883,961
2021	$1,054,289	$1,172,011	$5,855,082	$-117,722
2020	$2,269,024	$1,745,758	$5,989,931	$523,266
2019	$1,216,254	$2,535,363	$5,685,376	$-1,319,109
2018	$1,571,526	$3,411,549	$6,992,026	$-1,840,023