2026-04-09T15:24:05-05:00 2025-12-31 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2025-01-01 462004054 CCO OREGON CCOO 9286991343 PO BOX 14427 PORTLAND OR 97293 SAMANTHA SHEPHERD EXECUTIVE DIRECTOR 9286991343 2026-04-09 1 YEE LEE MCGEE P01294356 5032222515 2025 2025-03-06 01:10:19Z SAMANTHA SHEPHERD PO BOX 14427 PORTLAND OR 97293 195200 0 X WWW.CCOOREGON.ORG X 2013 OR CCO OREGON IS A NON-PROFIT MEMBER ASSOCIATION THAT AIMS TO BE SHAPED BY AND TO SERVE ALL STAKEHOLDERS THAT TOUCH COORDINATED CARE IN OREGON. OUR PURPOSE IS TO SUPPORT THE DELIVERY OF EXCEPTIONAL CARE AT REDUCED COSTS WHILE PROMOTING THE HEALTH AND WELL-BEING OF OREGONIANS. 9 9 1 250 0 0 32685 42685 171885 152280 0 0 912 235 205482 195200 0 0 0 0 131532 135299 0 0 15651 77701 95742 209233 231041 -3751 -35841 190506 132110 58673 36118 131833 95992 X CCO OREGON CONVENES PAYERS, PROVIDERS, AND OTHER CARE DELIVERY PARTNERS TO IDENTIFY AND ADVANCE EVIDENCE-BASED, STAKEHOLDER-DRIVEN STRATEGIES THAT SUPPORT COORDINATED CARE AND HEALTH TRANSFORMATION. 0 0 175406 152280 CCO OREGON PROGRAMS INCLUDE WORKGROUPS, SPECIAL PROJECT MEETINGS AS WELL AS THE ANNUAL CONFERENCE AND MEETING. THE CURRENT WORKGROUP FOCUS AREAS ARE: BEHAVIORAL HEALTH, CCO CONTRACTING AND OPERATIONS, ORAL HEALTH, GOVERNMENT AFFAIRS, PHARMACY, AND HEALTH RELATED SOCIAL NEEDS AND HEALTH EQUITY.THE WORKGROUPS MEET REGULARLY, HAVE A CO-CHAIR(S), AND ARE FACILITATED BY CCO OREGON STAFF. THE AGENDAS FOR EACH WORKGROUP OR MEETING ALIGN WITH STATE-LEVEL POLICY DISCUSSIONS, NATIONAL TRENDS, AND THE INTERESTS OF OUR MEMBERS AND THE POPULATIONS THEY SERVE.CONTINUED ON SCHEDULE O. CCO OREGON 2025 PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE:* CONVENED WORKGROUP WITH CCO OREGON MEMBERS AND NONMEMBERS TO COLLABORATE ON FOUNDATIONAL ASPECTS OF THE OREGON HEALTH PLAN.* LED CONVERSATIONS WITH STATE AGENCY LEADERS AND CCO OREGON MEMBERS.* REPRESENTED MEMBERS' INTERESTS IN ONGOING ADVOCACY TO ADVANCE THE COORDINATED CARE MODEL ACROSS MULTIPLE FORUMS.* TRACKED FEDERAL POLICY SHIFTS AND LED CONVERSATION ABOUT OREGON'S RESPONSE. * PROJECT MANAGED COLLABORATIVE EFFORTS ACROSS MEMBERS AND EXTERNAL PARTNERS TO ADVOCATE FOR KEY SYSTEM DELIVERABLE CHANGES, PROGRAM IMPROVEMENTS, AND FUNDING FOR PUBLICLY FUNDED HEALTH PROGRAMS.* TRACKED INCOMING FEDERAL AND STATE FUNDS, POLICY CHANGES, NEW TASK FORCES, AND LEGISLATIVE INITIATIVES RELATED TO OREGON'S MEDICAID PROGRAM AND THE COORDINATED CARE MODEL.* FURTHERED RELATIONSHIPS WITH MEMBERSHIP, STATE AGENCY LEADERS, ELECTED OFFICIALS, AND SYSTEM PARTNERS.* HOSTED AN ANNUAL CONFERENCE WITH NEARLY 400 ATTENDEES. 175406 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 OR X SAMANTHA SHEPHERD 9286991343 PO BOX 14427 PORTLAND OR 97293 SEAN KOLMER BOARD CO-CHAIR 0.50 X X 0 0 0 JEREMIAH RIGSBY BOARD CO-CHAIR 0.50 X X 0 0 0 MATTHEW SINNOTT BOARD TREASURER 0.50 X X 0 0 0 RICK BLACKWELL BOARD SECRETARY 0.50 X X 0 0 0 ALYSSA FRANZEN BOARD DIRECTOR 0.50 X 0 0 0 ERIC SEVOS BOARD DIRECTOR 0.25 X 0 0 0 DANIELLE SOBEL BOARD DIRECTOR 0.25 X 0 0 0 MINDY STADTLANDER BOARD DIRECTOR 0.25 X 0 0 0 MINA ZARNEGIN BOARD DIRECTOR 0.25 X 0 0 0 SAMANTHA SHEPHERD EXECUTIVE DIRECTOR 40.00 X 110843 0 15487 110843 0 15487 1 0 0 0 0 42685 42685 MEMBERSHIP REVENUES 900099 115750 115750 CONFERENCE REVENUES 900099 36530 36530 152280 MISCELLANEOUS REVENUE 900099 235 235 235 195200 152280 0 235 X 126330 90689 22079 13562 8969 6439 1567 963 10987 10987 37754 32023 5731 9459 5738 3721 2385 2143 242 30605 30350 255 1258 1258 OTHER EXPENSES 3294 764 2530 SHARED COST ALLOCATION 0 7260 -8386 1126 231041 175406 39984 15651 189824 131276 682 834 190506 132110 8506 5701 50167 30417 58673 36118 X 131833 95992 131833 95992 190506 132110 -35841 0 X 0 0 0 X 20500 37760 28750 32685 42685 162380 83708 243092 210363 171885 152280 861328 104208 280852 239113 204570 194965 1023708 5000 10000 10000 32000 27000 84000 25000 124500 64500 55000 20000 289000 30000 134500 74500 87000 47000 373000 650708 59 107 17 183 59 107 17 183 102 38 49 912 235 1336 104369 280997 239179 205482 195200 1025227 0.63470 0.64890 0.00020 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 102. 2022 AMOUNT: $ 38. 2023 AMOUNT: $ 49. 2024 AMOUNT: $ 912. 2025 AMOUNT: $ 235. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO SIGN A CONSENT FORM FOR COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 32,023. MANAGEMENT AND GENERAL EXPENSES 5,098. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,121. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 633.