Nonprofit · EIN 46-3264330
HEALTH PLAN OF CAREOREGON INC
Tax-exempt · PORTLAND, OR 97204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $316,688,358 | $399,236,025 | -$82,547,667 | $137,957,685 | $97,142,162 | $40,815,523 |
| December 31, 2023 | 990 | $318,625,429 | $316,700,639 | $1,924,790 | $107,028,876 | $58,918,189 | $48,110,687 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $314,309,764
- Investment income
- $2,378,594
- Net gain from sales of assets
- $2,064
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $834,915
- Other salaries and wages
- $19,320,075
- Salaries, compensation and benefits (total)
- $28,065,734
- Professional fundraising fees
- $0
- Accounting fees
- $42,900
- Occupancy
- $5,091
- Travel
- $86,936
- Program services (functional)
- $377,734,912
- Management and general (functional)
- $21,501,113
Balance sheet and other
- Total assets, start of year
- $107,028,876
- Total assets, end of year
- $137,957,685
- Total liabilities, end of year
- $97,142,162
- Net assets, end of year
- $40,815,523
- Publicly traded securities
- $43,639,422
- Net assets without donor restrictions
- $40,815,523
- Gross receipts
- $318,921,291
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2005
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC C HUNTER | CEO,PRESIDENT & BOARD OF DIRECTORS Trustee or director, Officer | 6.77 | $0 | $882,380 | $48,391 |
| AMIT R SHAH | CHIEF MEDICAL OFFICER Key employee | 5.3 | $0 | $633,184 | $63,954 |
| AMY L DOWD | CHIEF OPERATIONS OFFICER Key employee | 6.77 | $0 | $476,530 | $71,425 |
| TERESA K LEARN | CFO, BOARD TREASURER Officer | 6.38 | $0 | $439,961 | $53,621 |
| MARY B ENGRAV | SR MED. DIR. - BENEFIT/UTILIZATION Highest-paid employee | 10.8 | $0 | $397,827 | $72,003 |
| SAFINA F KOREISHI | SR. MED. DIRECTOR, CLINICAL SERVICES Highest-paid employee | 2 | $0 | $402,731 | $56,166 |
| JOHN BISCHOF | MEDICAL DIRECTOR - BEHAVIORAL HEALTH Highest-paid employee | 7.67 | $0 | $379,748 | $65,581 |
| WILLIAM J KENNEDY | MED. DIR. - BENEFIT/UTILIZATION Highest-paid employee | 5.17 | $0 | $356,791 | $73,953 |
| NORA LEIBOWITZ | CHIEF MEDICAID PROGRAM OFFICER Key employee | 6.38 | $0 | $360,192 | $53,515 |
| JAMES MASON | CHIEF EQUITY, DIVERSITY & INCLUSION OFFICER Key employee | 5 | $0 | $352,227 | $60,860 |
| NATHAN CORLEY | SVP, INFO SVCS/ANALYTICS Key employee | 6.77 | $0 | $347,701 | $51,150 |
| JAMES SLATER | VICE PRESIDENT, PHARMACY Highest-paid employee | 18.15 | $0 | $299,836 | $59,937 |
| JEREMIAH RIGSBY | CHIEF OF STAFF & SECRETARY Officer | 7.96 | $0 | $294,869 | $33,365 |
| DAMIEN R HALL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN M HENNESSY | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KERRY BARNETT | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| ANDREW MCCULLOCH | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| HYOSUK RHEE | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| TAEKYUNG HAN | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| WOODRUFF J ENGLISH II | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| LARRY GAINES DIDWAY JR | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| JACQUELINE MERCER | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN PAUL BETLINSKI | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| TINA EDLUND | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
| KIM HELLER | BOARD OF DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC C HUNTER | CEO,PRESIDENT & BOARD OF DIRECTOR Trustee or director, Officer | 6.9 | $0 | $831,546 | $46,048 |
| AMIT R SHAH | CHIEF MEDICAL OFFICER Key employee | 5.36 | $0 | $583,540 | $59,017 |
| AMY L DOWD | CHIEF OPERATIONS OFFICER Key employee | 6.9 | $0 | $442,377 | $66,259 |
| TERESA K LEARN | CFO, BOARD TREASURER Officer | 4.8 | $0 | $398,421 | $48,676 |
| JOHN BISCHOF | MEDICAL DIRECTOR - BEHAVIO Highest-paid employee | 8 | $0 | $372,505 | $60,126 |
| MARY B ENGRAV | MED. DIRECTOR - BENEFIT/UTILIZATION Highest-paid employee | 7.06 | $0 | $358,864 | $62,312 |
| DOUGLAS R LUTHER | SR. MEDICAL DIRECTOR, OPER Highest-paid employee | 7.55 | $0 | $386,186 | $30,435 |
| JAMES MASON | CHIEF EQUITY, DIVERSITY & Key employee | 6.47 | $0 | $339,112 | $53,019 |
| NORA LEIBOWITZ | CHIEF STRATEGY OFFICER Key employee | 6.9 | $0 | $339,554 | $50,220 |
| NATHAN CORLEY | VICE PRESIDENT, INFO SVCS/ANALYTICS Key employee | 6.9 | $0 | $313,853 | $42,677 |
| JAMES SLATER | VICE PRESIDENT, PHARMACY Highest-paid employee | 40 | $0 | $276,761 | $54,747 |
| JEREMIAH RIGSBY | CHIEF OF STAFF & SECRETARY Officer | 8 | $0 | $270,022 | $29,821 |
| CHRISTINE SENZ | VICE PRESIDENT, MEDICARE Highest-paid employee | 40 | $0 | $265,955 | $33,226 |
| DAMIEN R HALL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN M HENNESSY | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KERRY BARNETT | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW MCCULLOCH | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GLENN S RODRIQUEZ | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRENDA I JOHNSON | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HYOSUK RHEE | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TAEKYUNG HAN | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GINA F NIKKEL | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WOODRUFF J ENGLISH II | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LARRY GAINES DIDWAY JR | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACQUELINE MERCER | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN PAUL BETLINSKI | BOARD OF DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TINA EDLUND | BOARD OF DIRECTOR - (EFF. 05/23) Trustee or director | 1 | $0 | $0 | $0 |
| KIM HELLER | BOARD OF DIRECTOR - (EFF. 05/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 315 SW 5TH AVE, PORTLAND, OR 97204-1703
- In care of
- % TERESA KENNEDY LEARN CFO
- Principal officer (990 for 2024)
- ERIC HUNTER, 315 SW FIFTH AVE, PORTLAND, OR 97204
- Signed the 990
- TERESA K LEARN, CHIEF FINANCIAL OFFICER
- Phone
- (503) 416-4100
- Website
- WWW.CAREOREGONADVANTAGE.ORG
- Return prepared by
- KPMG LLP
Mission
SEE SCHEDULE O
Program accomplishments
- MEDICARE PLAN - SEE SCHEDULE OExpenses $377,734,912 · revenue $314,309,764
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
- 46-3264330
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E31)
- Assets (IRS master file)
- $137,957,685
- Income (IRS master file)
- $318,921,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $316,688,358 | $399,236,025 | $137,957,685 | XML |
| 990 | December 2023 | $318,625,429 | $316,700,639 | $107,028,876 | XML |
| 990 | December 2022 | $260,428,027 | $266,781,846 | $102,783,903 | IRS |
| 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 46-3264330).
Questions about HEALTH PLAN OF CAREOREGON INC
- What is the EIN of HEALTH PLAN OF CAREOREGON INC?
- The employer identification number (EIN) of HEALTH PLAN OF CAREOREGON INC is 46-3264330.
- Is HEALTH PLAN OF CAREOREGON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to HEALTH PLAN OF CAREOREGON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALTH PLAN OF CAREOREGON INC 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 HEALTH PLAN OF CAREOREGON INC 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 HEALTH PLAN OF CAREOREGON INC 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 HEALTH PLAN OF CAREOREGON INC?
- The 990 for the year ended December 31, 2024 names ERIC HUNTER.
- Who are the officers and directors of HEALTH PLAN OF CAREOREGON INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 0 received compensation from the organization.
- How much revenue does HEALTH PLAN OF CAREOREGON INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $316,688,358, expenses of $399,236,025 and total assets of $137,957,685 at year end.
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