2026-08-04T07:08:12-05:00 2025-09-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-10-01 930444844 OREGON HEALTH CARE ASSOCIATION OREG 5037265224 11740 SW 68TH PARKWAY 250 PORTLAND OR 97223 LORI MUELLER CFO 5037265224 2026-08-03 1 0 TODD MASSINGER P00075883 5032205900 2026-07-17 2024 2025-03-06 01:10:19Z PHILIP BENTLEY 11740 SW 68TH PARKWAY 250 PORTLAND OR 97223 8120044 0 X OHCA.COM X 1968 OR OREGON HEALTH CARE ASSOCIATION IS A VOLUNTARY ASSOCIATION FORMED TO PROMOTE THE COMMON BUSINESS INTERESTS OF ITS MEMBERS, ALL OF WHICH ARE ENGAGED IN THE BUSINESS OF PROVIDING LONG-TERM CARE AND RELATED SERVICES IN THE STATE OF OREGON. 16 16 15 18 22000 13316 0 2021520 4948962 5737531 303286 353792 23415 6107 5275663 8118950 22500 19550 0 0 3281126 3726035 0 0 0 1330587 3148101 4634213 6893686 641450 1225264 9811474 11762206 2277528 2821935 7533946 8940271 X OREGON HEALTH CARE ASSOCIATION IS A VOLUNTARY ASSOCIATION FORMED TO PROMOTE THE COMMON BUSINESS INTERESTS OF ITS MEMBERS, ALL OF WHICH ARE ENGAGED IN THE BUSINESS OF PROVIDING LONG-TERM CARE AND RELATED SERVICES IN THE STATE OF OREGON. 0 0 THE OREGON HEALTH CARE ASSOCIATION HAS WORKED TO IMPROVE QUALITY CARE IN OREGON FOR MORE THAN 65 YEARS BY PROVIDING ADVOCACY AND EDUCATION FOR AND ON BEHALF OF ITS MEMBERS. OHCA WORKS WITH LOCAL, STATE, AND FEDERAL POLICYMAKERS, GOVERNMENT OFFICIALS, ADVOCATES, AND COALITIONS TO PROMOTE POLICIES THAT ENSURE THE INDEPENDENCE, CHOICE, AND DIGNITY OF THOSE LIVING IN LONG TERM CARE SETTINGS. OHCA OFFERS A VARIETY OF UNIQUE, HIGH QUALIATY EDUCATIONAL OPPORTUNITIES EVERY YEAR, FEATURING LIVE WEBINARS, NATIONALLY RECOGNIZED EXPERTS, AND CONFERENCES THAT BRING TOGETHER THOUSANDS OF DEDICATED LONG TERM CARE PROVIDERS AND CAREGIVERS. OHCA RECEIVED A GRANT FROM THE OREGON DEPARTMENT OF HUMAN SERVICES TO ADVANCE SOME OF ODHS' AGING AND PEOPLE WITH DISABILITIES LONG-TERM SERVICES AND SUPPORTS PROGRAMS. THE GRANT WAS EFFECTIVE ON OCTOBER 20, 2022, AND WAS FOR SUPPORT OF PROGRAMS FROM JANUARY 1, 2022 - AUGUST 31, 2024. THE GRANT WAS AMENDED AS OF AUGUST 31,2024. THE AMENDMENT EXTENDED THE GRANT THROUGH DECEMBER 31, 2026. OHCA ORIGINALLY RECEIVED $1,559,660 FOR THE FOLLOWING PROGRAMS: $345,000 FOR LONG TERM CARE INCLUSION EDUCATION AND TRAINING, AND CONSULTATIONS FOR LONG TERM CARE PROVIDERS, $366,960 FOR THE STUDENT NURSE LTC CLINICAL EXPERIENCE EXPANSION PROJECT INCLUDING INTERNSHIPS AND RESIDENCY PROGRAM SUPPORT, AND $847,700 FOR THE OREGON GERONTOLOGICAL (GERO) NURSE ONLINE PREP PROGRAM FOR OREGON RNS. ALL UNSPENT FUNDS AS OF AUGUST 31, 2024 WERE ROLLED INTO THE AMENDED GRANT AND REALLOCATED TO THE EXISTING PROJECTS. AN ADDITIONAL $796,000 OF GRANT FUNDS WERE PROVIDED FOR THE LONG TERM CARE INCLUSION PROJECT ($345K) AND THE NURSE LTC CLINICAL EXPERIENCE AND EXPANSION PROJECT ($451K). ALL OF THESE PROJECTS WERE INITIATED TO HELP STRENGTHEN AND GROW THE LONG TERM CARE WORKFORCE IN OREGON WHICH WILL BE NEEDED IN FUTURE YEARS TO ADEQUATELY CARE FOR THE AGING POPULATION. FUNDS RECEIVED SUPPORTED PROGRAM PARTNERS, CONTRACTORS, EVENT SPEAKERS, EVENT EXPENSES, PROGRAM SCHOLARSHIPS, AND ADMINISTRATIVE EXPENSES. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 15 1 1 1 0 0 0 0 0 0 0 X 16 16 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X OREGON HEALTH CARE ASSOCIATION 5037265260 11740 SW 68TH PKWY 250 PORTLAND OR 97223 KATHY LEVEE PAST CHAIR 1.00 X X 0 0 0 STEVE FOGG CHAIR 1.00 X X 0 0 0 ANDY BECKER TREASURER 1.00 X X 0 0 0 ELIZABETH BURNS MEMBER 1.00 X 0 0 0 BRENDA CONNELLY MEMBER 1.00 X 0 0 0 MARK REMLEY MEMBER 1.00 X 0 0 0 MAURO HERNANDEZ MEMBER 1.00 X 0 0 0 MATT HILTY MEMBER 1.00 X 0 0 0 MARK KINKADE MEMBER 1.00 X 0 0 0 KELLY ODEGAARD MEMBER 1.00 X 0 0 0 JONATHAN MACK MEMBER 1.00 X 0 0 0 GABRIELA SANCHEZ IMMEDIATE PAST CHAIR 1.00 X 0 0 0 MARCY BOYD MEMBER 1.00 X 0 0 0 MATT DUNHAM MEMBER 1.00 X 0 0 0 ZACH FOGG MEMBER 1.00 X 0 0 0 HUNTER MCLANE MEMBER 1.00 X 0 0 0 MARY KOFSTAD MEMBER 1.00 X 0 0 0 LORI MUELLER CFO 40.00 X 182614 0 19173 PHILIP BENTLEY PRESIDENT & CEO 40.00 X 573289 0 20047 ELIZABETH BATLAN SR. VP OF GOVERNMENT RELATIONS 40.00 X 237575 0 19714 EUGENIA LIU GENERAL COUNCIL 40.00 X 262222 0 19379 JAMES CARLSON SENIOR ADVISOR 40.00 X 664454 0 20047 NICOLETTE REILLY SR. VP OF QUALITY SERVICE 40.00 X 269519 0 20986 ROSEANNA WARD SR. VP OF STRATEGY 40.00 X 172209 0 18936 2361882 0 138282 7 0 1 0 AMERICAN HEALTH CARE ASSOCIATION PO BOX 791724 BALTIMORE MD 21279 MEMBERSHIP DUES FOR OHCA MEMBERS 450499 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 NURSE RESIDENCY AND SENIOR SYNTHESIS PRO 199766 UNIVERSITY OF NEBRASKA 985045 NEBRASKA MEDICAL CENTER OMAHA NE 68198 LTC GERO NURSE PROGRAM 134700 3 2021520 2021520 MEMBERSHIP SERVICES 541900 3498348 1358639 2139709 EVENT REVENUE 541900 1384370 1362370 22000 MANAGEMENT FEES & OTHER 541610 503087 503087 WORKSHOP REVENUE 541900 351726 351726 5737531 274951 274951 6107 0 6107 6107 6107 79935 0 1094 79935 -1094 78841 78841 8118950 3581929 22000 2493501 19550 795123 2311635 163808 238912 216557 19775 48163 21550 478064 316758 65883 201457 299757 92167 152074 14704 TRAINING AND EDUCATION 585230 FOOD 298245 CONTRACT LABOR 285645 SPEAKERS 91420 177209 6893686 555386 1114580 1957143 3188382 441672 681401 75000 0 25831 70757 467820 144923 333928 322897 5422307 5519917 1000207 864272 9811474 11762206 639230 1048347 378495 155617 840183 1104186 933405 2277528 2821935 X 7533946 8940271 7533946 8940271 9811474 11762206 X 1225264 193380 -12319 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED OHCA - PAC 11740 SW 68TH PKWY 250 PORTLAND OR 97223 930854604 0 231573 0 0 1 2004293 673760 673760 605514 68246 422271 144923 277348 45549 45549 322897 DEFINED BENEFIT PENSION PLAN ASSET 42356 OPERATING LEASE RIGHT OF USE ASSETS 821916 864272 OPERATING LEASE LIABILITY 933405 933405 X PART X, LINE 2: THE ASSOCIATION DOES NOT BELIEVE IT HAS TAKEN ANY UNCERTAIN TAX POSITIONS. 1 ALZHEIMER'S ASSOCIATION 10700 MERIDIAN AVE N 503 SEATTLE WA 98133 133039601 501C3 10000 0 ALZHEIMER'S RELIEF PART I, LINE 2: OREGON HEALTH CARE ASSOCIATION (OHCA)MAKES DONATIONS OR SPONSORSHIPS TO OTHER ORGANIZATIONS IN LARGE EVENTS IN WHICH OHCA HAS VISIBILITY TO THE EVENT MATERIALS THAT SHOW IT AS AN EVENT SPONSOR. X 1 1 X X X X 0 0 0 JAMES CARLSON SENIOR ADVISOR 664454 0 0 0 0 0 9500 0 10547 0 684501 0 0 0 PHILIP BENTLEY PRESIDENT & CEO 503831 0 69458 0 0 0 9500 0 10547 0 593336 0 0 0 NICOLETTE REILLY SR. VP OF QUALITY SERVICE 245185 0 24334 0 0 0 9500 0 11486 0 290505 0 0 0 EUGENIA LIU GENERAL COUNCIL 236236 0 25986 0 0 0 9500 0 9879 0 281601 0 0 0 ELIZABETH BATLAN SR. VP OF GOVERNMENT RELATIONS 211513 0 26062 0 0 0 9500 0 10214 0 257289 0 0 0 LORI MUELLER CFO 165919 0 16695 0 0 0 9277 0 9896 0 201787 0 0 0 ROSEANNA WARD SR. VP OF STRATEGY 149277 0 22932 0 0 0 8878 0 10058 0 191145 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JIM CARLSON AND STEVE FOGG BOTH SERVE AS BOARD MEMBERS OF THE SAME COMPANY, WHICH HAS A BUSINESS RELATIONSHIP WITH OHCA. FORM 990, PART VI, SECTION A, LINE 4 OHCA MADE A CHANGE TO ITS BYLAWS TO MODIFY THE INDEPENDENT OWNER NURSING FACILITY BOARD POSITION - TO MAINTAIN DIVERSE PERSPECTIVES AND SUPPORT THE CHANGING DYNAMICS OF INDEPENDENTLY OWNED FACILITIES, THE BOARD AND A MAJORITY OF MEMBERS APPROVED AN AMENDMENT TO THE BYLAWS TO REMOVE THE CURRENT RESTRICTION ON THIS POSITION TO NURSING FACILITY PROVIDERS ONLY AND OPEN THE INDEPENDENT OWNER BOARD POSITION TO INCLUDE OTHER TYPES OF INDEPENDENTLY OWNED OR OPERATED LONG TERM CARE PROVIDERS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: 1) FACILITY MEMBERS: ANY NURSING, ASSISTED LIVING OR RESIDENTIAL CARE FACILITY, LICENSED IN THE STATE OF OREGON, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION. 2) BUSINESS PARTNER MEMBERS: ANY BUSINESS FIRM OR PERSON NOT DIRECTLY EMPLOYED IN A FACILITY, AND WHO SUBSCRIBES TO THE OBJECTIVES OF THE ASSOCIATION, MAY BECOME A BUSINESS MEMBER (BUSINESS PARTNER MEMBERS MAY NOT BE EMPLOYED BY A GOVERNMENTAL ENTITY WHICH LICENSES, REGULATES, TAXES OR FINANCES FACILITIES). 3) RETIREMENT/SENIOR HOUSING PROVIDERS: ANY PERSON, FIRM, PARTNERSHIP OR CORPORATION OPERATING OR OWNING SENIOR HOUSING OR RETIREMENT HOUSING CENTERS WITH THE STATE OF OREGON SHALL BE ELIGIBLE FOR MEMBERSHIP. 4) IN-HOME AND HEALTH AGENCIES: ANY PERSON, FIRM, PARTNERSHIP, OR CORPORATION OPERATING OR OWNING AN IN-HOME CARE AGENCY OR HOME HEALTH AGENCY WITHIN THE STATE OF OREGON SHALL BE ELIGIBLE FOR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT REPRESENTATIVES TO THE BOARD OF DIRECTORS IN THEIR RESPECTIVE MEMBERSHIP CATEGORIES. FORM 990, PART VI, SECTION A, LINE 7B ANY PROPOSAL TO AMEND THE BYLAWS MADE BY THE BOARD OF DIRECTORS MUST BE APPROVED BY A 2/3 MARGIN OF THE ASSOCIATION MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND SUBMITTED TO THE PRESIDENT FOR FINAL REVIEW. ONCE THE PRESIDENT APPROVES, THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS AND THEN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE, ANNUALLY, POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONVENE A SPECIAL COMMITTEE TO REVIEW THE PRESIDENT/EXECUTIVE DIRECTOR'S COMPENSATION. COMPARATIVE EMPLOYMENT DATA FROM SIMILAR POSITIONS IS USED TO DETERMINE PAY AND BENEFITS. THE PRESIDENT/EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW OF COMPENSATION FOR OTHER OFFICERS/KEY EMPLOYEES OF THE ASSOCIATION. COMPARATIVE EMPLOYMENT DATA FROM SIMILAR POSITIONS IS USED TO DETERMINE PAY AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: OREGON CARE PARTNERS TRANSFERRED DEFICIT -12,319. FORM 990, PART XII, LINE 2C: THE ASSOCIATION ELECTED TO HAVE A REVIEW INSTEAD OF AN AUDIT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025. OREGON CARE PARTNERS LLC 11740 SW 68TH PARKWAY 250 PORTLAND OR 97223 471016787 PROVIDE CAREGIVER TRAINING OR 2021520 536238 OHCA OHCA SERVICE CORPORATION 11740 SW 68TH PARKWAY 250 PORTLAND OR 97223 931091834 BUSINESS SERVICES OR OHCA C 17811 82828 1.00000 1 1 0 0 1 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 OREGON CARE PARTNERS LLC A 24290 MARKET RATE OREGON CARE PARTNERS LLC D 75000 LOAN BALANCE OREGON CARE PARTNERS LLC Q 439480 COST