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Nonprofit · EIN 46-3264330

HEALTH PLAN OF CAREOREGON INC

Tax-exempt · PORTLAND, OR 97204

Financials

$318.6M$316.7M2023$316.7M$399.2M2024
Revenue Expenses · by fiscal year end
Financials of HEALTH PLAN OF CAREOREGON INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$316,688,358$399,236,025-$82,547,667$137,957,685$97,142,162$40,815,523
December 31, 2023990$318,625,429$316,700,639$1,924,790$107,028,876$58,918,189$48,110,687
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$314,309,764
Investment income
$2,378,594
Net gain from sales of assets
$2,064
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$834,915
Other salaries and wages
$19,320,075
Salaries, compensation and benefits (total)
$28,065,734
Professional fundraising fees
$0
Accounting fees
$42,900
Occupancy
$5,091
Travel
$86,936
Program services (functional)
$377,734,912
Management and general (functional)
$21,501,113

Balance sheet and other

Total assets, start of year
$107,028,876
Total assets, end of year
$137,957,685
Total liabilities, end of year
$97,142,162
Net assets, end of year
$40,815,523
Publicly traded securities
$43,639,422
Net assets without donor restrictions
$40,815,523
Gross receipts
$318,921,291
Employees
0
Volunteers
12
Year formed
2005
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ERIC C HUNTERCEO,PRESIDENT & BOARD OF DIRECTORS
Trustee or director, Officer
6.77$0$882,380$48,391
AMIT R SHAHCHIEF MEDICAL OFFICER
Key employee
5.3$0$633,184$63,954
AMY L DOWDCHIEF OPERATIONS OFFICER
Key employee
6.77$0$476,530$71,425
TERESA K LEARNCFO, BOARD TREASURER
Officer
6.38$0$439,961$53,621
MARY B ENGRAVSR MED. DIR. - BENEFIT/UTILIZATION
Highest-paid employee
10.8$0$397,827$72,003
SAFINA F KOREISHISR. MED. DIRECTOR, CLINICAL SERVICES
Highest-paid employee
2$0$402,731$56,166
JOHN BISCHOFMEDICAL DIRECTOR - BEHAVIORAL HEALTH
Highest-paid employee
7.67$0$379,748$65,581
WILLIAM J KENNEDYMED. DIR. - BENEFIT/UTILIZATION
Highest-paid employee
5.17$0$356,791$73,953
NORA LEIBOWITZCHIEF MEDICAID PROGRAM OFFICER
Key employee
6.38$0$360,192$53,515
JAMES MASONCHIEF EQUITY, DIVERSITY & INCLUSION OFFICER
Key employee
5$0$352,227$60,860
NATHAN CORLEYSVP, INFO SVCS/ANALYTICS
Key employee
6.77$0$347,701$51,150
JAMES SLATERVICE PRESIDENT, PHARMACY
Highest-paid employee
18.15$0$299,836$59,937
JEREMIAH RIGSBYCHIEF OF STAFF & SECRETARY
Officer
7.96$0$294,869$33,365
DAMIEN R HALLBOARD CHAIR
Trustee or director, Officer
1$0$0$0
SUSAN M HENNESSYBOARD VICE CHAIR
Trustee or director, Officer
1$0$0$0
10 more people on this return
NameTitleHours / weekCompensation
KERRY BARNETTBOARD OF DIRECTOR
Trustee or director
1$0
ANDREW MCCULLOCHBOARD OF DIRECTOR
Trustee or director
1$0
HYOSUK RHEEBOARD OF DIRECTOR
Trustee or director
1$0
TAEKYUNG HANBOARD OF DIRECTOR
Trustee or director
1$0
WOODRUFF J ENGLISH IIBOARD OF DIRECTOR
Trustee or director
1$0
LARRY GAINES DIDWAY JRBOARD OF DIRECTOR
Trustee or director
1$0
JACQUELINE MERCERBOARD OF DIRECTOR
Trustee or director
1$0
JONATHAN PAUL BETLINSKIBOARD OF DIRECTOR
Trustee or director
1$0
TINA EDLUNDBOARD OF DIRECTOR
Trustee or director
1$0
KIM HELLERBOARD OF DIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 28 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ERIC C HUNTERCEO,PRESIDENT & BOARD OF DIRECTOR
Trustee or director, Officer
6.9$0$831,546$46,048
AMIT R SHAHCHIEF MEDICAL OFFICER
Key employee
5.36$0$583,540$59,017
AMY L DOWDCHIEF OPERATIONS OFFICER
Key employee
6.9$0$442,377$66,259
TERESA K LEARNCFO, BOARD TREASURER
Officer
4.8$0$398,421$48,676
JOHN BISCHOFMEDICAL DIRECTOR - BEHAVIO
Highest-paid employee
8$0$372,505$60,126
MARY B ENGRAVMED. DIRECTOR - BENEFIT/UTILIZATION
Highest-paid employee
7.06$0$358,864$62,312
DOUGLAS R LUTHERSR. MEDICAL DIRECTOR, OPER
Highest-paid employee
7.55$0$386,186$30,435
JAMES MASONCHIEF EQUITY, DIVERSITY &
Key employee
6.47$0$339,112$53,019
NORA LEIBOWITZCHIEF STRATEGY OFFICER
Key employee
6.9$0$339,554$50,220
NATHAN CORLEYVICE PRESIDENT, INFO SVCS/ANALYTICS
Key employee
6.9$0$313,853$42,677
JAMES SLATERVICE PRESIDENT, PHARMACY
Highest-paid employee
40$0$276,761$54,747
JEREMIAH RIGSBYCHIEF OF STAFF & SECRETARY
Officer
8$0$270,022$29,821
CHRISTINE SENZVICE PRESIDENT, MEDICARE
Highest-paid employee
40$0$265,955$33,226
DAMIEN R HALLBOARD CHAIR
Trustee or director, Officer
1$0$0$0
SUSAN M HENNESSYBOARD VICE CHAIR
Trustee or director, Officer
1$0$0$0
KERRY BARNETTBOARD OF DIRECTOR
Trustee or director
1$0$0$0
ANDREW MCCULLOCHBOARD OF DIRECTOR
Trustee or director
1$0$0$0
GLENN S RODRIQUEZBOARD OF DIRECTOR
Trustee or director
1$0$0$0
BRENDA I JOHNSONBOARD OF DIRECTOR
Trustee or director
1$0$0$0
HYOSUK RHEEBOARD OF DIRECTOR
Trustee or director
1$0$0$0
TAEKYUNG HANBOARD OF DIRECTOR
Trustee or director
1$0$0$0
GINA F NIKKELBOARD OF DIRECTOR
Trustee or director
1$0$0$0
WOODRUFF J ENGLISH IIBOARD OF DIRECTOR
Trustee or director
1$0$0$0
LARRY GAINES DIDWAY JRBOARD OF DIRECTOR
Trustee or director
1$0$0$0
JACQUELINE MERCERBOARD OF DIRECTOR
Trustee or director
1$0$0$0
JONATHAN PAUL BETLINSKIBOARD OF DIRECTOR
Trustee or director
1$0$0$0
TINA EDLUNDBOARD OF DIRECTOR - (EFF. 05/23)
Trustee or director
1$0$0$0
KIM HELLERBOARD OF DIRECTOR - (EFF. 05/23)
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
315 SW 5TH AVE, PORTLAND, OR 97204-1703
In care of
% TERESA KENNEDY LEARN CFO
Principal officer (990 for 2024)
ERIC HUNTER, 315 SW FIFTH AVE, PORTLAND, OR 97204
Signed the 990
TERESA K LEARN, CHIEF FINANCIAL OFFICER
Phone
(503) 416-4100
Return prepared by
KPMG LLP

Mission

SEE SCHEDULE O

990 for the year ended December 31, 2024

Program accomplishments

  • MEDICARE PLAN - SEE SCHEDULE O
    Expenses $377,734,912 · revenue $314,309,764

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
46-3264330
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E31)
Assets (IRS master file)
$137,957,685
Income (IRS master file)
$318,921,291

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$316,688,358$399,236,025$137,957,685XML
990December 2023$318,625,429$316,700,639$107,028,876XML
990December 2022$260,428,027$266,781,846$102,783,903IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3264330).

Questions about HEALTH PLAN OF CAREOREGON INC

What is the EIN of HEALTH PLAN OF CAREOREGON INC?
The employer identification number (EIN) of HEALTH PLAN OF CAREOREGON INC is 46-3264330.
Is HEALTH PLAN OF CAREOREGON INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to HEALTH PLAN OF CAREOREGON INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEALTH PLAN OF CAREOREGON INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HEALTH PLAN OF CAREOREGON INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEALTH PLAN OF CAREOREGON INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HEALTH PLAN OF CAREOREGON INC?
The 990 for the year ended December 31, 2024 names ERIC HUNTER.
Who are the officers and directors of HEALTH PLAN OF CAREOREGON INC?
The 990 for the year ended December 31, 2024 lists 25 people; 0 received compensation from the organization.
How much revenue does HEALTH PLAN OF CAREOREGON INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $316,688,358, expenses of $399,236,025 and total assets of $137,957,685 at year end.

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