NORTHWEST HEALTH FOUNDATION FUND II

EIN: 931293344 501(c)(3) Health Care

PORTLAND, OR

Total Revenue
$3,082,500
Total Expenses
$5,750,080
Total Assets
$10,149,076
Net Assets
$7,045,915
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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
OR
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

TO BUILD CAPACITY AND FORM STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH.

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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 (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

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Governance

Voting Members
7
Independent Members
7
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
7
$491,828
Total Directors
8
$35,500
Key Employees
1
$200,892
Highest Compensated
1
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
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