2025-08-14T17:33:24-07:00 2024-09-30 921250696 Heuberger Carlson and Associates Inc 12277 Sublimity Rd SE Sublimity OR 97385 990 2023-10-01 930444844 Oregon Health Care Association OREG 5037265224 11740 SW 68th Parkway 250 Portland OR 97223 Philip Bentley President & CEO 2025-08-14 true true Cynthia J Heuberger P00166783 5039685840 2023 2025-03-06 01:10:19Z Philip Bentley 11740 SW 68th Parkway 250 Portland OR 97223 5275663 false 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. 15 15 14 16 28000 20997 0 4957175 4948962 112570 303286 21079 23415 5090824 5275663 13250 22500 0 3064702 3281126 0 0 1321037 1330587 4398989 4634213 691835 641450 9046565 9811474 2554214 2277528 6492351 7533946 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. false false 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. OHCA's FY23-24 financial statements did not include any revenue related to this grant. During FY23-24, OHCA disbursed $107k to University of Nebraska and $201k to University of Portland from these funds for the projects previously described. false false false true false false false false false true false false true true true false false false false false false false false false false false true false true false false false false false false false false false false false true true false false true 26 0 true 14 true true true false false false false false false false X 15 15 true false true false true true true true true false false true true true true true true true true false X OREGON HEALTH CARE ASSOCIATION 5037265260 11740 SW 68TH PKWY 250 PORTLAND OR 97223 James Carlson Sr. Advisor 40.00 0.00 539288 0 19914 Philip Bentley President & CEO 40.00 0.00 X 529654 0 19664 Nicolette Rielly Sr VP Quality Serv 40.00 0.00 260437 0 19072 Eugenia Liu General Counsel 40.00 0.00 251767 0 19558 Elizabeth Batlan Sr VP Gov Relation 40.00 0.00 222741 0 19600 Lori Mueller CFO 40.00 0.00 X 176840 0 18400 Roseanna Ward Sr VP Strategy 40.00 0.00 159467 0 18338 Lisa Maynard member 1.00 0.00 X 0 0 0 KATHY LEVEE Immd Past Chair 1.00 0.00 X 0 0 0 STEVE FOGG Chair 1.00 0.00 X X 0 0 0 MARK KINKADE Member 1.00 0.00 X 0 0 0 Rick Dillon Member 1.00 0.00 X 0 0 0 JoAnn Vance Member 1.00 0.00 X 0 0 0 MAURO HERNANDEZ Member 1.00 0.00 X 0 0 0 Marcy Boyd MEMBER 1.00 0.00 X 0 0 0 Jonathan Mack MEMBER 1.00 0.00 X 0 0 0 Andy Becker Treasurer 1.00 0.00 X X 0 0 0 MARK REMLEY MEMBER 1.00 0.00 X 0 0 0 Elizabeth Burns MEMBER 1.00 0.00 X 0 0 0 Matt Hilty Member 1.00 0.00 X 0 0 0 Kelly Odegarrd MEMBER 1.00 0.00 X 0 0 0 Ryan DELAMARTER member 1.00 0.00 X 0 0 0 Brenda Connelly Member 1.00 0.00 X 0 0 0 Gabriela Sanchez member 1.00 0.00 X 0 0 0 2140194 134546 7 false true false Emerick Residential Builder 27501 SW 95th Ave Ste 970 Wilsonville OR 97070 Office Refresh 121932 1 0 EVENT REVENUE 541900 1091692 1063692 28000 Membership Dues & Assessments 541900 3003725 1634851 1368874 MGMT FEES AND OTHER 541610 499343 499343 WORKSHOP REVENUE 541900 354202 354202 4948962 229895 229895 0 0 23415 23415 23415 23415 73391 73391 73391 73391 0 0 0 0 5275663 3552088 28000 1695575 22500 0 0 0 744558 0 2032013 218072 109730 176753 28415 10295 17775 0 0 0 267792 0 0 163370 0 294979 112500 0 0 0 0 37649 11462 Food 216989 Bank Charges 40089 Supplies 32809 Bad Debt Expense 22404 74059 4634213 0 0 0 628376 555386 3195894 1957143 0 392117 441672 0 0 75000 75000 0 44247 25831 472746 138818 90788 333928 3570853 5422307 0 0 0 1049290 1000207 9046565 9811474 579375 639230 686886 378495 147060 155617 1140893 1104186 2554214 2277528 X 6492351 7533946 6492351 7533946 9046565 9811474 641450 400145 X true X false false false false OHCA - PAC 11740 SW 68th Prkwy 250 Portland OR 97223 930854604 269453 false false true 1989359 374333 374333 376198 403875 138818 265057 68871 68871 333928 Reimbursement Due 56964 RIght of Use Asset 929438 Security Deposit 13805 1000207 Deferred Lease Liability 1040680 Defined Benefit Pension Plan 63506 1104186 X 5661034 400145 400145 5260889 14774 14774 5275663 4619439 4619439 14774 14774 4634213 Part X : FIN48 Footnote The Association is a tax-exempt organization pursuant to Internal Revenue Code (IRC) Section 501(a) as an organization described by the IRC Section 501(c)(6) and applicable state laws; therefore, no provision for income taxes has been made in the accompanying financial statements.The Association follows the provisions of the Income Tax Topic of the FASB Accounting Standards Codification relating to unrecognized tax benefits. This standard requires an entity to recognize a liability for tax positions when there is a 50% or greater likelihood that the position will not be sustained upon examination. As such, there were no liabilities recorded for uncertain tax positions as of September 30, 2024 and 2023. The Association is liable for taxes to the extent of any unrelated business income as defined by IRS regulations. The association has generated unrelated business income as defined by IRS regulations during the years ended September 30, 2024 and 2023. Unrelated business income tax expense for the years ended September 30, 2024 and 2023 was $5,645 and $3,400, respectively. As of September 30, 2024, there was $945 payable to the IRS, included in other current liabilities in the accompanying statements of financial positon. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Grouping difference $14774 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Grouping Difference $14774 true Alzheimers Association 10700 Meridian Ave N 503 Seattle WA 98133 133039601 501(c)(3) 8500 0 Alzheimers Relief 1 0 Grantmaker's Description of How Grants are Used Oregon Health Care Assosciation (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 true true X X X X false false false Elizabeth Batlan Sr VP Gov Relation 195915 26826 9500 10100 242341 Eugenia Liu General Counsel 226863 24904 9500 10058 271325 James Carlson Sr. Advisor 424597 114691 9500 10414 559202 Lori Mueller CFO 160940 15900 8985 9415 195240 Nicolette Rielly Sr VP Quality Serv 237262 23175 9500 9572 279509 Philip Bentley President & CEO 463504 66150 9500 10164 549318 Roseanna Ward Sr VP Strategy 144907 14560 8241 10097 177805 Part I, Line 1a: Relevant information in regards to selections on 1a. 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.Ryan Delamarter and Steve Fogg have a distant family relationship. Form 990, Part VI, Section A, Line 4 As of September 2024, the following resolution was adopted and this was incorporated into the OHCA bylaws:To support new and/or emerging long term care leaders in Oregon, the OHCA board of directors has recommended an amendment to the bylaws to add one new board position: At-Large new or future leader representative. The proposed amendment would add the following to the section on board composition, Article VI, Section 2, Paragraph A:One new or future leader representative, defined as an individual who is elected by the general membership and who is a new member or member who has demonstrated leadership potential in their organization. Business partner members are not eligible for this position. Form 990, Part VI, Section A, Line 6 The organization has four classes of members:-Facility members: any nursing, assisted living or residential care facility, licensed in the state of Oregon, shall be eligible for membership in the Association-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)-Retirement/senior housing providers: any person, firm, partnership or corporation operating or owning senior housing or retirement housing center(s) within the state of Oregon shall be eligible for membership-In-home and home 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 for review 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 15a 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. Form 990, Part VI, Section B, Line 15b the President/Executive Director performs an annual review of compensation for other officers/key employees of the company. Comparative employment data from similar positions is used to determine pay and benefits. Form 990, Part VI, Section C, Line 19 These documents are available upon request at the organization's place of business. Oregon Care Partners LLC 11740 SW 68th Parkway 250 Portland OR 97223 471016787 Provide Caregiver Training OR OR Health Care Assoc Related -5338 307813 false true 0.50000 OHCA Service Corporation 11740 SW 68th Parkway 250 Portland OR 97223 931091834 Business Services OR OHCA C Corp -1797 5115 1.00000 true true false false true false false false false false true false true false true false false true false false Oregon Care Partners LLC a 23415 Market Rate Oregon Care Partners LLC d 75000 Loan Balance Oregon Care Partners LLC q 407069 Reimb @ Cost