2025-04-07T18:11:23-05:00 2024-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-01-01 462004054 CCO OREGON CCOO 9286991343 PO BOX 14427 PORTLAND OR 97293 SAMANTHA SHEPHERD EXECUTIVE DIRECTOR 9286991343 2025-04-07 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z SAMANTHA SHEPHERD PO BOX 14427 PORTLAND OR 97293 205482 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. 8 8 1 250 0 0 28750 32685 210363 171885 17 0 49 912 239179 205482 0 0 0 0 120532 131532 0 0 17024 62137 77701 182669 209233 56510 -3751 185889 190506 50305 58673 135584 131833 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 149990 171885 CCO OREGON 2024 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 PUBLICLY FUNDED HEALTH PROGRAMS.* INCREASED ENGAGEMENT ACROSS OUR WORKGROUPS.* TRACKED INCOMING FEDERAL AND STATE FUNDS, POLICY CHANGES, NEW TASK FORCES, AND LEGISLATIVE INITIATIVES RELATED TO OREGON'S MEDICAID PROGRAM AND THE COORDINATED CARE MODEL.* FURTHERED RELATIONSHIPS WITH MEMBERSHIP, STATE AGENCY LEADERS, ELECTED OFFICIALS, AND SYSTEM PARTNERS.* INCREASED MEMBERSHIP IN CCO OREGON.* LAUNCHED AN ADDITIONAL MEETING SERIES TO DISCUSS OREGON'S NEW HEALTH RELATED SOCIAL NEEDS BENEFITS FOR CLIMATE, HOUSING, AND NUTRITION.* HOSTED AN ANNUAL CONFERENCE WITH OVER 400 ATTENDEES. 149990 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 8 0 1 1 0 0 0 0 0 0 0 0 0 0 X 8 8 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 ALYSSA FRANZEN BOARD DIRECTOR 0.50 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 109475 0 13309 109475 0 13309 1 0 0 0 0 32685 32685 MEMBERSHIP REVENUES 900099 134458 134458 CONFERENCE REVENUES 900099 37427 37427 171885 MISCELLANEOUS REVENUE 900099 912 912 912 205482 171885 0 912 X 122784 83325 24596 14863 8748 6436 1182 1130 10780 10780 27975 22817 5158 40 40 7709 3301 4408 838 827 11 27660 27337 323 1149 1149 OTHER EXPENSES 1550 236 1314 SHARED COST ALLOCATION 0 5671 -6702 1031 209233 149990 42219 17024 185294 189824 595 682 185889 190506 5180 8506 45125 50167 50305 58673 X 135584 131833 135584 131833 185889 190506 -3751 0 X 0 0 0 X 3750 20500 37760 28750 32685 123445 128300 83708 243092 210363 171885 837348 132050 104208 280852 239113 204570 960793 0 67500 25000 124500 64500 55000 336500 67500 25000 124500 64500 55000 336500 624293 72 59 107 17 255 72 59 107 17 255 102 38 49 912 1101 132122 104369 280997 239179 205482 962149 0.64890 0.62850 0.00030 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 102. 2022 AMOUNT: $ 38. 2023 AMOUNT: $ 49. 2024 AMOUNT: $ 912. 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 22,817. MANAGEMENT AND GENERAL EXPENSES 4,606. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,423. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 552. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 552.