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Nonprofit · EIN 32-0674647

OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND

Also known as MELISSA UNGER ADM

Tax-exempt · SEATTLE, WA 98124

Financials

$21.9M$23.6M2023$57M$36.2M2024
Revenue Expenses · by fiscal year end
Financials of OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$56,961,089$36,246,489$20,714,600$102,299,627$3,711,631$98,587,996
December 31, 2023990$21,924,615$23,633,827-$1,709,212$79,816,197$2,547,240$77,268,957
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$53,844,443
Investment income
$3,116,646
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$33,734,806
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$98,288
Accounting fees
$29,500
Occupancy
$6,749
Travel
$7,334

Balance sheet and other

Total assets, start of year
$79,816,197
Total assets, end of year
$102,299,627
Total liabilities, end of year
$3,711,631
Net assets, end of year
$98,587,996
Publicly traded securities
$71,327,011
Gross receipts
$56,961,089
Employees
0
Volunteers
0
Year formed
2021
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 / weekCompensation
ANDREW LOOMISTRUSTEE
Trustee or director
0.5$0
MELISSA UNGERTRUSTEE
Trustee or director
0.5$0
EVAN PASTERTRUSTEE
Trustee or director
0$0
SEAN STAUBTRUSTEE
Trustee or director
0.5$0
RYAN DELAMARTERTRUSTEE
Trustee or director
0.5$0
ANDREW LUCASTRUSTEE
Trustee or director
0.5$0
Sally CantwellTRUSTEE
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ANDREW LOOMISTRUSTEE
Trustee or director
1$0
MELISSA UNGERTRUSTEE
Trustee or director
1$0
EVAN PASTERTRUSTEE
Trustee or director
1$0
SEAN STAUBTRUSTEE
Trustee or director
1$0
RYAN DELAMARTERTRUSTEE
Trustee or director
0.5$0
ANDREW LUCASTRUSTEE
Trustee or director
1$0
CINDY COURTRUSTEE
Trustee or director
1$0
CHERYL EMERSONTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 94392, SEATTLE, WA 98124-6692
In care of
% SARA DUERR
Principal officer (990 for 2024)
KATIE COMBS, 525 NE OREGON ST, PORTLAND, OR 97232
Signed the 990
MELISSA UNGER, TRUSTEE
Phone
(833) 389-0027
Return prepared by
MILLER KAPLAN ARASE LLP

Mission

TO PROVIDE SELF-INSURED HEALTH BENEFITS TO EMPLOYEES AND DEPENDENTS WHO SATISFY CERTAIN PLAN REQUIREMENTS AND ARE EMPLOYED BY EMPLOYERS THAT MAKE REQUIRED CONTRIBUTIONS TO THE FUND.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE SELF-INSURED HEALTH BENEFITS TO EMPLOYEES AND DEPENDENTS WHO SATISFY CERTAIN PLAN REQUIREMENTS AND ARE EMPLOYED BY EMPLOYERS THAT MAKE REQUIRED CONTRIBUTIONS TO THE FUND.

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
32-0674647
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$102,299,627
Income (IRS master file)
$56,961,089

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$56,961,089$36,246,489$102,299,627XML
990December 2023$21,924,615$23,633,827$79,816,197XML
990-EZDecember 2021–––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 32-0674647).

Questions about OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND

What is the EIN of OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND?
The employer identification number (EIN) of OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND is 32-0674647.
Is OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2023.
Are donations to OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND 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 ESSENTIAL WORKFORCE HEALTH CARE FUND 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 ESSENTIAL WORKFORCE HEALTH CARE FUND 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 ESSENTIAL WORKFORCE HEALTH CARE FUND?
The 990 for the year ended December 31, 2024 names KATIE COMBS.
Who are the officers and directors of OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $56,961,089, expenses of $36,246,489 and total assets of $102,299,627 at year end.

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