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Nonprofit · EIN 93-1293344

NORTHWEST HEALTH FOUNDATION FUND II

Tax-exempt · PORTLAND, OR 97209

Financials

$2.1M$8.5M2023$3.1M$5.8M2024
Revenue Expenses · by fiscal year end
Financials of NORTHWEST HEALTH FOUNDATION FUND II by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,082,500$5,750,080-$2,667,580$10,149,076$3,103,161$7,045,915
December 31, 2023990$2,071,366$8,488,037-$6,416,671$14,951,889$5,409,985$9,541,904
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,550,500
of which government grants
$1,250,000
Program service revenue
$0
Investment income
$532,000
Net gain from sales of assets
$987
Other revenue
$0

Expenses

Grants and similar amounts paid
$3,309,096
Compensation of officers, directors and key employees
$246,663
Other salaries and wages
$273,190
Salaries, compensation and benefits (total)
$629,306
Professional fundraising fees
$0
Legal fees
$16,509
Accounting fees
$21,439
Occupancy
$72,279
Travel
$12,493
Depreciation
$1,585
Program services (functional)
$5,440,243
Management and general (functional)
$309,049
Fundraising (functional)
$788

Balance sheet and other

Total assets, start of year
$14,951,889
Total assets, end of year
$10,149,076
Total liabilities, end of year
$3,103,161
Net assets, end of year
$7,045,915
Publicly traded securities
$3,021,199
Net assets without donor restrictions
$1,028,717
Net assets with donor restrictions
$6,017,198
Gross receipts
$3,082,500
Employees
0
Volunteers
0
Year formed
1999
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
JESSE BEASONPRESIDENT & CEO
Officer
5.8$0$229,020$38,155
JENNIFER MATHESONDIRECTOR OF PROGRAMS
Key employee
19.6$0$165,966$34,926
ANITA RODGERSDIRECTOR OF FINANCE & OPERATIONS
Officer
22.3$0$162,775$35,378
FELICITA MONTEBLANCOPUBLIC AFFAIRS MANAGER
Highest-paid employee
3.2$0$105,820$25,487
JASON MCNEAL GRAHAMBOARD MEMBER & INTERIM BOARD CHAIR/EXECUTIVE COMMI
Trustee or director, Officer
1.7$0$6,000$0
EDDIE MELENDREZBOARD SECRETARY
Trustee or director, Officer
0.8$0$6,000$0
CORINNE SAMSBOARD VICE CHAIR
Trustee or director, Officer
0.8$0$5,000$0
DAVID SAEZBOARD TREASURER/FINANCE COMMITTEE CHAIR
Trustee or director, Officer
0.8$0$5,000$0
MECHELE JOHNSONBOARD CHAIR/EXECUTIVE COMMITTEE CHAIR/GOVERNANCE C
Trustee or director, Officer
1.7$0$4,500$0
MOHAMED ALYAJOURIBOARD MEMBER
Trustee or director
0.5$0$3,000$0
CYREENA BOSTON ASHBYBOARD MEMBER
Trustee or director
0.5$0$3,000$0
DR RYAN HASSANBOARD MEMBER
Trustee or director
0.5$0$3,000$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JESSE BEASONPRESIDENT & CEO
Officer
9.3$0$225,180$35,801
JENNIFER MATHESONDIRECTOR OF PROGRAMS
Key employee
23.2$0$155,489$33,045
ANITA RODGERSDIRECTOR OF FINANCE & OPERATIONS
Officer
17.1$0$149,193$28,771
FELICITA MONTEBLANCOPUBLIC AFFAIRS MANAGER
Highest-paid employee
3$0$101,320$23,993
CYREENA BOSTON ASHBYBOARD CHAIR/EXECUTIVE COMMITTEE CHAIR
Trustee or director, Officer
1.2$0$6,500$0
MECHELE JOHNSONBOARD VICE CHAIR
Trustee or director, Officer
0.6$0$3,500$0
DAVID SAEZBOARD TREASURER/FINANCE COMMITTEE CHAIR
Trustee or director, Officer
0.6$0$3,500$0
CORINNE SAMSBOARD SECRETARY
Trustee or director, Officer
0.6$0$3,500$0
EDDIE MELENDREZBOARD MEMBER/GOVERNANCE COMMITTEE CHAIR
Trustee or director
0.4$0$3,500$0
JASON MCNEAL GRAHAMBOARD MEMBER
Trustee or director
0.4$0$2,000$0

Address and contacts

Address (IRS master file)
221 NW 2ND AVE STE 300, PORTLAND, OR 97209-3961
In care of
% THOMAS D ASCHENBRENER
Principal officer (990 for 2024)
JESSE BEASON, 221 NW SECOND AVENUE 300, PORTLAND, OR 97209
Signed the 990
ANITA RODGERS, DIRECTOR OF FINANCE & OPER.
Phone
(503) 220-1955
Return prepared by
MCDONALD JACOBS PC

Mission

BY BUILDING CAPACITY AND FORMING STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH, WE ARE FURTHERING OUR VISION OF GIVING EVERY PERSON THE OPPORTUNITY TO LEAD A HEALTHY LIFE. FROM DONOR-ADVISED FUNDS TO CO-INVESTMENT PARTNERSHIPS, (CONTINUED ON SCHEDULE O)WE HELP DEVELOP TARGETED PROGRAMS THAT ACHIEVE RESULTS AND IMPROVE HEALTH.

990 for the year ended December 31, 2024

Program accomplishments

  • THE CIVIC HEALTH INITIATIVE PROVIDES PROJECT SPECIFIC SUPPORT, CAPACITY BUILDING AND TECHNICAL ASSISTANCE TO ORGANIZATIONS TO GIVE THEM THE TOOLS TO SUPPORT STRONG, ENDURING CIVIC ENGAGEMENT IN THEIR COMMUNITIES TO SHAPE POLICIES FOR GOOD HEALTH.
    Expenses $782,087 · grants $457,750
  • THE JUSTICE REINVESTMENT EQUITY PROGRAM (JREP) ENVISIONS AND STRIVES FOR A COMMUNITY-DIRECTED PUBLIC SAFETY SYSTEM THAT UPLIFTS BELONGING, HEALING, INDIVIDUAL AND FAMILY STABILITY AND SUPPORT NETWORKS TO PREVENT AND REDUCE IMPRISONMENT AND RECIDIVISM AND END RACIAL DISPARITIES IN OREGON'S CRIMINAL JUSTICE SYSTEM. JREP PROVIDES GROUPS WITH PROJECT SPECIFIC GRANTS AND ACCESS TO A ROBUST CAPACITY-BUILDING PROGRAM.
    Expenses $1,044,318 · revenue $4,008
  • THE ADVANCING DISABILITY JUSTICE PROGRAM PROVIDES ORGANIZATIONS WITH GRANTS AND CAPACITY BUILDING TO SUPPORT THE LEADERSHIP OF PEOPLE WITH DISABILITIES AND TO BUILD COMMUNITY CONNECTIONS AND ADDRESS ABLEISM.
    Expenses $79,787
  • OTHER PROGRAMS: NWHF FUND II MANAGED MULTIPLE FUNDS FOCUSING ON CIVIC ENGAGEMENT, HEALTH POLICY, HEALTH AND EDUCATION, AND HEALTH AND ECONOMIC OPPORTUNITY.
    Expenses $3,534,051 · grants $2,851,346

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
93-1293344
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E60)
Assets (IRS master file)
$10,149,076
Income (IRS master file)
$3,082,500

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,082,500$5,750,080$10,149,076XML
990December 2023$2,071,366$8,488,037$14,951,889XML
990December 2022$13,325,741$2,441,780$17,221,741IRS
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 93-1293344).

Questions about NORTHWEST HEALTH FOUNDATION FUND II

What is the EIN of NORTHWEST HEALTH FOUNDATION FUND II?
The employer identification number (EIN) of NORTHWEST HEALTH FOUNDATION FUND II is 93-1293344.
Is NORTHWEST HEALTH FOUNDATION FUND II tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to NORTHWEST HEALTH FOUNDATION FUND II tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NORTHWEST HEALTH FOUNDATION FUND II 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 NORTHWEST HEALTH FOUNDATION FUND II 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 NORTHWEST HEALTH FOUNDATION FUND II 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 NORTHWEST HEALTH FOUNDATION FUND II?
The 990 for the year ended December 31, 2024 names JESSE BEASON.
Who are the officers and directors of NORTHWEST HEALTH FOUNDATION FUND II?
The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does NORTHWEST HEALTH FOUNDATION FUND II have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,082,500, expenses of $5,750,080 and total assets of $10,149,076 at year end.

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