HEALTH PLAN OF CAREOREGON INC Charity Report

Public IRS 990 nonprofit record

HEALTH PLAN OF CAREOREGON INC

EIN 46-3264330 · Group Health Practices (E31)

What they do

to INSPIRE and PARTNER to CREATE QUALITY and EQUITY IN INDIVIDUAL and COMMUNITY HEALTH.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $94.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

119.28%of revenue went to mission work94.6% of expenses · Program services

$126.07spent for every $100 of revenueSpending was higher than revenue this year.

6.79%of revenue went to management and office costs5.4% of expenses

$0.35in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $82,547,667 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $73,953 for WILLIAM J KENNEDY (MED. DIR. - BENEFIT/UTILIZATION). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$316,688,358

Mission workProgram services$377,734,912119.28% of revenue94.6% of expenses

ManagementOffice and general costs$21,501,1136.79% of revenue5.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$399,236,025126.07% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 94.6% mission · 5.4% management · 0.0% fundraisingTotal expenses: 126.07% of revenue

2023Expense mix: 94.2% mission · 5.8% management · 0.0% fundraisingTotal expenses: 99.40% of revenue

2022Expense mix: 92.4% mission · 7.6% management · 0.0% fundraisingTotal expenses: 102.44% of revenue

2021Expense mix: 92.8% mission · 7.2% management · 0.0% fundraisingTotal expenses: 101.34% of revenue

2020Expense mix: 92.9% mission · 7.1% management · 0.0% fundraisingTotal expenses: 93.87% of revenue

2019Expense mix: 92.0% mission · 8.0% management · 0.0% fundraisingTotal expenses: 95.20% of revenue

2018Expense mix: 93.7% mission · 6.3% management · 0.0% fundraisingTotal expenses: 100.65% of revenue

2017Expense mix: 93.9% mission · 6.1% management · 0.0% fundraisingTotal expenses: 107.01% of revenue

Money in and money out

Revenue$316,688,358

Expenses$399,236,025

Annual shortfall $82,547,667 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$377,734,912 · 94.6% of expenses

Management and office costs$21,501,113 · 5.4% of expenses

See all reported dollar amounts

Revenue$316,688,358

Expenses$399,236,025

Assets$137,957,685

Income$318,921,291

Mission work (program services)$377,734,912

Management and general$21,501,113

Executive compensation (total)$572,020

Stocks and bonds$43,639,422

Accounting fees$42,900

Investing fees$74,792

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAM J KENNEDYMED. DIR. - BENEFIT/UTILIZATION · 5 hrs/week $73,953Base · Other $73,953

MARY B ENGRAVSR MED. DIR. - BENEFIT/UTILIZATION · 11 hrs/week $72,003Base · Other $72,003

AMY L DOWDCHIEF OPERATIONS OFFICER · 7 hrs/week $71,425Base · Other $71,425

JOHN BISCHOFMEDICAL DIRECTOR - BEHAVIORAL HEALTH · 8 hrs/week $65,581Base · Other $65,581

AMIT R SHAHCHIEF MEDICAL OFFICER · 5 hrs/week $63,954Base · Other $63,954

JAMES MASONCHIEF EQUITY, DIVERSITY & INCLUSION OFFICER · 5 hrs/week $60,860Base · Other $60,860

JAMES SLATERVICE PRESIDENT, PHARMACY · 18 hrs/week $59,937Base · Other $59,937

SAFINA F KOREISHISR. MED. DIRECTOR, CLINICAL SERVICES · 2 hrs/week $56,166Base · Other $56,166

TERESA K LEARNCFO, BOARD TREASURER · 6 hrs/week $53,621Base · Other $53,621

NORA LEIBOWITZCHIEF MEDICAID PROGRAM OFFICER · 6 hrs/week $53,515Base · Other $53,515

NATHAN CORLEYSVP, INFO SVCS/ANALYTICS · 7 hrs/week $51,150Base · Other $51,150

ERIC C HUNTERCEO,PRESIDENT & BOARD OF DIRECTORS · 7 hrs/week $48,391Base · Other $48,391

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

WILLIAM J KENNEDYMED. DIR. - BENEFIT/UTILIZATION

MARY B ENGRAVSR MED. DIR. - BENEFIT/UTILIZATION

AMY L DOWDCHIEF OPERATIONS OFFICER

JOHN BISCHOFMEDICAL DIRECTOR - BEHAVIORAL HEALTH

AMIT R SHAHCHIEF MEDICAL OFFICER

JAMES MASONCHIEF EQUITY, DIVERSITY & INCLUSION OFFICER

JAMES SLATERVICE PRESIDENT, PHARMACY

SAFINA F KOREISHISR. MED. DIRECTOR, CLINICAL SERVICES

TERESA K LEARNCFO, BOARD TREASURER

NORA LEIBOWITZCHIEF MEDICAID PROGRAM OFFICER

NATHAN CORLEYSVP, INFO SVCS/ANALYTICS

ERIC C HUNTERCEO,PRESIDENT & BOARD OF DIRECTORS

JEREMIAH RIGSBYCHIEF OF STAFF & SECRETARY

WOODRUFF J ENGLISH IIBOARD OF DIRECTOR

TINA EDLUNDBOARD OF DIRECTOR

TAEKYUNG HANBOARD OF DIRECTOR

SUSAN M HENNESSYBOARD VICE CHAIR

LARRY GAINES DIDWAY JRBOARD OF DIRECTOR

KIM HELLERBOARD OF DIRECTOR

KERRY BARNETTBOARD OF DIRECTOR

JONATHAN PAUL BETLINSKIBOARD OF DIRECTOR

JACQUELINE MERCERBOARD OF DIRECTOR

HYOSUK RHEEBOARD OF DIRECTOR

DAMIEN R HALLBOARD CHAIR

ANDREW MCCULLOCHBOARD OF DIRECTOR

About this charity

Recognized since: January 2017
Location: 315 SW 5TH AVE, PORTLAND, OR 97204-1703
County: Multnomah
In care of: % TERESA KENNEDY LEARN CFO
Primary officer: TERESA K LEARN, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(503) 416-4100 Officer phone(503) 416-1415

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: KPMG LLP
NTEE classification: Group Health Practices (E31)
IRS tax category: Group Health Practices