2024-04-18T09:44:02-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-01-01 462004054 CCO OREGON CCOO 9286991343 PO BOX 14427 PORTLAND OR 97293 SAMANTHA SHEPHERD EXECUTIVE DIRECTOR 5033298822 2024-04-18 SAMANTHA SHEPHERD 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SAMANTHA SHEPHERD PO BOX 14427 PORTLAND OR 97293 239179 0 X WWW.CCOOREGON.ORG X 2013 OR CCO OREGON IS A NON-PROFIT MEMBER ASSOCIATION THAT AIMS TO BE SHAPED BY AND TO SERVE ALL STAKEHOLDERS THAT TOUCH COORDINATED CARE IN OREGON. OUR PURPOSE IS TO SUPPORT THE DELIVERY OF EXCEPTIONAL CARE AT REDUCED COSTS WHILE PROMOTING THE HEALTH AND WELL-BEING OF OREGONIANS. 9 9 1 250 0 0 37760 28750 243092 210363 107 17 38 49 280997 239179 0 0 0 0 119354 120532 0 0 19983 80698 62137 200052 182669 80945 56510 181945 185889 102871 50305 79074 135584 X CCO OREGON CONVENES PAYERS, PROVIDERS, AND OTHER CARE DELIVERY PARTNERS TO IDENTIFY AND ADVANCE EVIDENCE-BASED, STAKEHOLDER-DRIVEN STRATEGIES THAT SUPPORT COORDINATED CARE AND HEALTH TRANSFORMATION. 0 0 124098 210363 CCO OREGON 2023 PROGRAM SERVICE ACCOMPLISHMENTS:CCO OREGON PROGRAMS INCLUDE WORKGROUPS, SPECIAL PROJECT MEETINGS, AND THE ANNUAL CONFERENCE AND MEETING. THE CURRENT WORKGROUP FOCUS AREAS ARE:* BEHAVIORAL HEALTH.* CCO CONTRACTS AND OPERATIONS.* ORAL HEALTH.* GOVERNMENT AFFAIRS.* PHARMACY.* SOCIAL DETERMINANTS OF HEALTH AND HEALTH EQUITY.CONTINUED ON SCHEDULE O. THE WORKGROUPS MEET REGULARLY, HAVE A CO-CHAIR(S), AND ARE FACILITATED BY CCO OREGON STAFF. THE AGENDAS FOR EACH WORKGROUP OR MEETING ALIGN WITH STATE-LEVEL POLICY DISCUSSIONS, NATIONAL TRENDS, AND THE INTERESTS OF OUR MEMBERS AND THE POPULATIONS THEY SERVE. RECENT ACCOMPLISHMENTS: * REPRESENTED MEMBERS' INTERESTS IN ONGOING ADVOCACY TO ADVANCE THE COORDINATED CARE MODEL ACROSS MULTIPLE FORUMS.* PROJECT MANAGED COLLABORATIVE EFFORTS ACROSS MEMBERS AND EXTERNAL PARTNERS TO ADVOCATE FOR KEY SYSTEM DELIVERABLE CHANGES, PROGRAM IMPROVEMENTS, AND FUNDING FOR BEHAVIORAL AND ORAL HEALTH.* HOSTED AN ANNUAL CONFERENCE WITH OVER 375 ATTENDEES.* TRACKED INCOMING FEDERAL AND STATE DOLLARS, POLICY CHANGES, NEW TASK FORCES, AND LEGISLATIVE INITIATIVES.* FURTHERED RELATIONSHIPS WITH MEMBERSHIP.* LEAD COALITION BUILDING EFFORTS ACROSS OUR MEMBERSHIP AND WITH OUTSIDE STAKEHOLDERS TO TARGET SPECIAL PROJECTS. 124098 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 OR X SAMANTHA SHEPHERD 9286991343 PO BOX 14427 PORTLAND OR 97293 SEAN KOLMER BOARD CO-CHAIR 0.50 X X 0 0 0 JEREMIAH RIGSBY BOARD CO-CHAIR 0.50 X X 0 0 0 MATTHEW SINNOTT BOARD TREASURER 0.50 X X 0 0 0 RICK BLACKWELL BOARD SECRETARY 0.50 X X 0 0 0 DEANN CARR BOARD DIRECTOR 0.25 X 0 0 0 ALYSSA FRANZEN BOARD DIRECTOR 0.25 X 0 0 0 ERIC SEVOS BOARD DIRECTOR 0.25 X 0 0 0 DANIELLE SOBEL BOARD DIRECTOR 0.25 X 0 0 0 MINDY STADTLANDER BOARD DIRECTOR 0.25 X 0 0 0 SAMANTHA SHEPHERD EXECUTIVE DIRECTOR 40.00 X 98133 0 13198 98133 0 13198 0 0 0 0 0 28750 28750 MEMBERSHIP REVENUES 900099 175042 175042 CONFERENCE REVENUES 900099 35321 35321 210363 17 17 MISCELLANEOUS REVENUE 900099 49 49 49 239179 210363 0 66 111489 68368 26495 16626 9043 5818 1821 1404 10092 10092 11964 10293 1671 50 50 5645 3068 2577 3150 3150 306 306 28539 27069 1470 1128 1128 OTHER EXPENSES 1263 39 1224 SHARED COST ALLOCATION 0 9087 -11040 1953 182669 124098 38588 19983 181398 185294 547 595 181945 185889 1204 5180 101667 45125 102871 50305 X 79074 135584 79074 135584 181945 185889 56510 0 X 0 0 0 X 25800 3750 20500 37760 28750 116560 225457 128300 83708 243092 210363 890920 251257 132050 104208 280852 239113 1007480 0 92000 67500 25000 124500 64500 373500 92000 67500 25000 124500 64500 373500 633980 203 72 59 107 17 458 203 72 59 107 17 458 570 102 38 49 759 252030 132122 104369 280997 239179 1008697 0.62850 0.59800 0.00050 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 570. 2021 AMOUNT: $ 102. 2022 AMOUNT: $ 38. 2023 AMOUNT: $ 49. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO SIGN A CONSENT FORM FOR COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.