Nonprofit · EIN 46-3907102
OREGON HOMECARE WORKERS BENEFIT TR
Tax-exempt · PORTLAND, OR 97232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $35,978,160 | $31,088,577 | $4,889,583 | $24,002,553 | $16,067,689 | $7,934,864 |
| December 31, 2023 | 990 | $27,374,451 | $31,545,515 | -$4,171,064 | $19,315,203 | $16,604,400 | $2,710,803 |
| December 31, 2022 | 990 | $24,442,254 | $26,176,996 | -$1,734,742 | $21,481,867 | $14,600,000 | $6,881,867 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $34,979,426
- Investment income
- $47,327
- Other revenue
- $951,407
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $25,220,979
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $67,641
- Accounting fees
- $52,340
- Travel
- $7,497
Balance sheet and other
- Total assets, start of year
- $19,315,203
- Total assets, end of year
- $24,002,553
- Total liabilities, end of year
- $16,067,689
- Net assets, end of year
- $7,934,864
- Gross receipts
- $35,978,160
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melissa Unger | CHAIR Trustee or director, Officer | 1 | $0 |
| Joy'e Willman | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANGELA JELLEY | TRUSTEE Trustee or director | 1 | $0 |
| CRISTAL DEJARNAC | TRUSTEE Trustee or director | 1 | $0 |
| CRISTINA AVILES | TRUSTEE Trustee or director | 1 | $0 |
| JOSEFINA RIGGS | TRUSTEE Trustee or director | 1 | $0 |
| VANESSA HERRIOTT | TRUSTEE (until 03/2024) Trustee or director | 1 | $0 |
| REBECCA SANDOVAL | SECRETARY (until 04/2024) Trustee or director, Officer | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melissa Unger | CHAIR Trustee or director, Officer | 1 | $0 |
| Rebecca Sandoval | SECRETARY Trustee or director | 1 | $0 |
| Joy'e Willman | TRUSTEE Trustee or director | 1 | $0 |
| ANGELA JELLEY | TRUSTEE Trustee or director | 1 | $0 |
| CRISTAL DEJARNAC | TRUSTEE Trustee or director | 1 | $0 |
| CRISTINA AVILES | TRUSTEE Trustee or director | 1 | $0 |
| JOSEFINA RIGGS | TRUSTEE Trustee or director | 1 | $0 |
| VANESSA HERRIOTT | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melissa Unger | CHAIR Trustee or director, Officer | 1 | $0 |
| Rebecca Sandoval | Trustee Trustee or director | 1 | $0 |
| Joy'e Willman | TRUSTEE Trustee or director | 1 | $0 |
| ANGELA JELLEY | TRUSTEE Trustee or director | 1 | $0 |
| CRISTAL DEJARNAC | TRUSTEE Trustee or director | 1 | $0 |
| CRISTINA AVILES | TRUSTEE Trustee or director | 1 | $0 |
| MALLORY HAGEL | Trustee Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 525 NE OREGON STREET, PORTLAND, OR 97232-2765
- In care of
- % MAGNACARE
- Principal officer (990 for 2024)
- MELISSA UNGER, 525 NE OREGON STREET, PORTLAND, OR 97232
- Signed the 990
- MELISSA UNGER, CHAIR
- Phone
- (206) 859-2642
- Website
- www.orhomecaretrust.org
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- PROVIDED DENTAL, VISION, EMPLOYEE ASSISTANCE PROGRAM AND PAID TIME OFF BENEFITS TO ELIGIBLE PARTICIPANTS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3907102
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $24,002,553
- Income (IRS master file)
- $35,978,160
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $35,978,160 | $31,088,577 | $24,002,553 | XML |
| 990 | December 2023 | $27,374,451 | $31,545,515 | $19,315,203 | XML |
| 990 | December 2022 | $24,442,254 | $26,176,996 | $21,481,867 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 46-3907102).
Questions about OREGON HOMECARE WORKERS BENEFIT TR
- What is the EIN of OREGON HOMECARE WORKERS BENEFIT TR?
- The employer identification number (EIN) of OREGON HOMECARE WORKERS BENEFIT TR is 46-3907102.
- Is OREGON HOMECARE WORKERS BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to OREGON HOMECARE WORKERS BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OREGON HOMECARE WORKERS BENEFIT TR 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 OREGON HOMECARE WORKERS BENEFIT TR 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 OREGON HOMECARE WORKERS BENEFIT TR 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 OREGON HOMECARE WORKERS BENEFIT TR?
- The 990 for the year ended December 31, 2024 names MELISSA UNGER.
- Who are the officers and directors of OREGON HOMECARE WORKERS BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does OREGON HOMECARE WORKERS BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $35,978,160, expenses of $31,088,577 and total assets of $24,002,553 at year end.
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