Nonprofit · EIN 59-3813059
JEFFERSON REGIONAL HEALTH ALLIANCE
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $118,950 | $107,132 | $11,818 | $175,475 | $43,284 | $132,191 |
| December 31, 2024 | 990-EZ | $125,155 | $129,063 | -$3,908 | $128,373 | $8,000 | $120,373 |
| December 31, 2023 | 990-EZ | $131,181 | $92,589 | $38,592 | $124,281 | – | $124,281 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $118,950
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $83,138
- Occupancy
- $11,286
- Other expenses
- $12,708
- Program services (functional)
- $107,132
Balance sheet and other
- Total assets, start of year
- $128,373
- Total assets, end of year
- $175,475
- Total liabilities, end of year
- $43,284
- Net assets, end of year
- $132,191
- Cash, savings and investments
- $175,475
- Gross receipts
- $118,950
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENE BRANDON | Board Advisory | 1 | $0 |
| ANGIE SIMONSON | EC At Large | 1 | $0 |
| BRIAN GROSS MD | Board Advisory | 1 | $0 |
| CHRISTOPHER PIZZI | EC Vice Chair | 4 | $0 |
| BRANDON MENCINI | EC At Large | 4 | $0 |
| CAROLYN ACKER | Board Voting | 1 | $0 |
| BRENDA JOHNSON | Board Advisory | 1 | $0 |
| MAX JANASIK | Board Voting | 1 | $0 |
| STACY BRUBAKER | Board Voting | 1 | $0 |
| SARA LEVASSEUR | In-kind Support | 5.9 | $0 |
| SAM ENGEL | Board Advisory | 1 | $0 |
| KATE KITCHELL RN | EC At Large | 4 | $0 |
| KARLA MCCAFFERTY | Board Voting | 1 | $0 |
| MONA MCARDLE MD | EC Vice Chair | 4 | $0 |
| JENNIFER STATON | In-kind Support | 1.3 | $0 |
27 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLIE SHULTS | Board Advisory | 1 | $0 |
| HEATHER VOSS | Board Advisory | 1 | $0 |
| JENNIFER LIND | Board Voting | 1 | $0 |
| CONSTANCE WILKERSON | Board Voting | 1 | $0 |
| BRANDIE THIELMAN | Board Advisory | 1 | $0 |
| PETER BUCKLEY | Board Advisory | 1 | $0 |
| ANN MARIE ALFREY | EC Treasurer | 4 | $0 |
| STACY FERRELL | Board Advisory | 0 | $0 |
| SHEILA CLOUGH | Board Advisory | 1 | $0 |
| LAURA MCKEANE | Board Advisory | 1 | $0 |
| SOMMER WOLCOTT | Board Voting | 1 | $0 |
| ANGELA DURANT | EC In-kind | 5.13 | $0 |
| BELLE SHEPHERD | Board Advisory | 1 | $0 |
| MINDY ALFORD | In-kind Support | 1.23 | $0 |
| MARGARET BREWER | Board Advisory | 1 | $0 |
| CARRIE BORGEN | Board Advisory | 1 | $0 |
| KYM GREY | Board Advisory | 1 | $0 |
| JENNIFER JOHNSTUN | Board Voting | 1 | $0 |
| AMY THUREN | Board Advisory | 1 | $0 |
| ERIC VANHOURTEN | Board Voting | 1 | $0 |
| SUE KOHLER-PATTERSON MD | EC Chair | 4 | $0 |
| JOHN MAHAN MD | Board Advisory | 1 | $0 |
| SHELLY UHRIG | Board Voting | 1 | $0 |
| ERIC GUYER | Board Voting | 1 | $0 |
| DIANE WILLIAMS ENGELHARDT MD | EC Past Chair | 4 | $0 |
| EVA SKURATOWICZ | Board Advisory | 1 | $0 |
| STEPHANNIE KRUNGLEVICH | EC At Large | 1 | $0 |
990-EZ for the year ended December 31, 2024: 38 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENE BRANDON | Director | 1 | $0 |
| DAVID CANDLELARIA MD | Sub. Director | 1 | $0 |
| BRIAN GROSS MD | ADVISORY | 1 | $0 |
| CHRISTOPHER PIZZI | VICE CHAIR | 1 | $0 |
| BRANDON MENCINI | AT LARGE | 1 | $0 |
| CAROLYN ACKER | Director | 1 | $0 |
| BRENDA JOHNSON | ADVISORY | 1 | $0 |
| MAX JANASIK | Director | 1 | $0 |
| STACY BRUBAKER | Director | 1 | $0 |
| GENA SATORI | Director | 1 | $0 |
| SAM ENGEL | Executive Dir. | 1 | $0 |
| KATE KITCHELL RN | ADVISORY | 1 | $0 |
| KARLA MCCAFFERTY | Executive Dir. | 1 | $0 |
| MONA MCARDLE MD | ADVISORY | 1 | $0 |
| HEATHER STAFFORD | AT LARGE | 1 | $0 |
| HOLLIE SHULTS | ADVISORY | 1 | $0 |
| MICHAEL WEBER | VICE CHAIR | 1 | $0 |
| JENNIFER LIND | Director | 1 | $0 |
| WILLIAM NORTH | Director | 1 | $0 |
| BRANDIE THIELMAN | ADVISORY | 1 | $0 |
| PETER BUCKLEY | ADVISORY | 1 | $0 |
| ANN MARIE ALFREY | Treasurer | 1 | $0 |
| STACY FERRELL | ADVISORY | 1 | $0 |
| SHEILA CLOUGH | ADVISORY | 1 | $0 |
| LAURA MCKEANE | ADVISORY | 1 | $0 |
| WILLIAM D THORNDIKE JR | ADVISORY | 1 | $0 |
| ANGELA DURANT | Secretary | 4 | $0 |
| BELLE SHEPHERD | ADVISORY | 1 | $0 |
| MINDY ALFORD | IN-KIND SUPPORT | 4 | $0 |
| CARRIE BORGEN | ADVISORY | 1 | $0 |
| KYM GREY | ADVISORY | 1 | $0 |
| JENNIFER JOHNSTUN | Director | 1 | $0 |
| AMY THUREN | ADVISORY | 1 | $0 |
| SUE KOHLER-PATTERSON MD | CHAIR | 2 | $0 |
| JOHN MAHAN MD | ADVISORY | 1 | $0 |
| LEE MURDOCH MD | ADVISORY | 0 | $0 |
| ERIC GUYER | Director | 1 | $0 |
| DIANE WILLIAMS ENGELHARDT MD | PRIOR - CHAIR | 2 | $0 |
990-EZ for the year ended December 31, 2023: 39 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENE BRANDON | Ex Officio | 1 | $0 |
| DAVID CANDLELARIA MD | Sub. Director | 1 | $0 |
| BRIAN GROSS MD | Ex Officio | 1 | $0 |
| DENNIE CONRAD | VICE CHAIR | 1 | $0 |
| BRUCE VANZEE MD | Ex Officio | 1 | $0 |
| CHRIS PIZZI | Director | 1 | $0 |
| BRENDA JOHNSON | Ex Officio | 1 | $0 |
| CYNTHIA ACKERMAN RN | Director | 1 | $0 |
| STACY BRUBAKER | Director | 1 | $0 |
| SOMMER WOLCOTT | Director | 1 | $0 |
| SAM ENGEL | Ex Officio | 1 | $0 |
| MARY LYNNE DEROCHER | SUB. DIRECTOR | 1 | $0 |
| KARLA MCCAFFERTY | Director | 1 | $0 |
| LORI PARIS | Director | 1 | $0 |
| HEATHER STAFFORD | AT LARGE | 1 | $0 |
| DON BRULAND | ADVISORY | 1 | $0 |
| MICHAEL WEBER | VICE CHAIR | 1 | $0 |
| JENNIFER LIND | Director | 1 | $0 |
| WILLIAM NORTH | Director | 1 | $0 |
| DAVE DOTTERER | ADVISORY | 1 | $0 |
| PETER BUCKLEY | Ex Officio | 1 | $0 |
| ANN MARIE ALFREY | Treasurer | 1 | $0 |
| STACY FERRELL | Ex Officio | 1 | $0 |
| SHEILA CLOUGH | Ex Officio | 1 | $0 |
| LAURA MCKEANE | Ex Officio | 1 | $0 |
| BRUCE MURRAY MD | Ex Officio | 1 | $0 |
| ANGELA DURANT | Secretary | 4 | $0 |
| BELLE SHEPHERD | Ex Officio | 1 | $0 |
| JEANNE SAVAGE MD | Ex Officio | 1 | $0 |
| CARRIE BORGEN | Ex Officio | 1 | $0 |
| KYM GREY | Ex Officio | 1 | $0 |
| JENNIFER JOHNSTUN | Director | 1 | $0 |
| AMY THUREN | Ex Officio | 1 | $0 |
| JEREMY HARLE | Director | 1 | $0 |
| SUE KOHLER-PATTERSON MD | Ex Officio | 1 | $0 |
| JOHN MAHAN MD | Ex Officio | 1 | $0 |
| LEE MURDOCH MD | ADVISORY | 1 | $0 |
| ERIC GUYER | SUB. DIRECTOR | 1 | $0 |
| DIANE WILLIAMS ENGELHARDT MD | CHAIR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 670 SUPERIOR CT STE 208, MEDFORD, OR 97504-6182
- In care of
- % ANGELA WARREN
- Signed the 990-EZ
- ANGELA DURANT, Secretary
- Phone
- (541) 282-0643
- Return prepared by
- RWB AND CO
Mission
Jefferson Regional Health Alliance (JRHA) is a cross-sector learning community that convenes leaders from healthcare, public health, behavioral health, social services, and community-based organizations to improve health outcomes and access to care across Jackson and Josephine counties in Southern Oregon. As a regional convener, JRHA aligns partners to strengthen relationships, leverage resources, and advance shared solutions to complex health challenges. In 2025, JRHA focused on key regional priorities, including strengthening the healthcare workforce; supporting childcare solutions that enable workforce participation and healthy outcomes for children and families; and advancing behavioral health access.
Program accomplishments
- Jefferson Regional Health Alliance (JRHA) is a cross-sector learning community that convenes leaders from healthcare, public health, behavioral health, social services, and community-based organizations to improve health outcomes and access to care across Jackson and Josephine counties in Southern Oregon. As a regional convener, JRHA aligns partners to strengthen relationships, leverage resources, and advance shared solutions to complex health challenges. In 2025, JRHA focused on key regional priorities, including strengthening the healthcare workforce; supporting childcare solutions that enable workforce participation and healthy outcomes for children and families; and advancing behavioral health access.Healthcare Workforce: JRHA enhanced regional healthcare workforce retainment through contracted administrative support for the Southern Oregon Medical Society (SOMS), a program of Southern Oregon Alliance of Physicians and Providers (SOAPP). By coordinating monthly convenings and administering grant funding, JRHA supported provider continuing education, strengthened engagement, and enhanced collaboration, all in support of workforce retention and a more connected professional network. JRHA also sponsored one SOMS event with a contribution of $4,000. JRHA facilitated regional dialogue on workforce pipeline development, including exploration of expanded clinical training opportunities, residency pathways, and partnerships with academic institutions to strengthen long-term workforce capacity. JRHA engaged in regional discussions exploring the feasibility of expanding medical education in Southern Oregon, including conversations about potential medical school and related training opportunities.Childcare: JRHA supported the completion and public dissemination of a four-part childcare video series developed in partnership with Southern Oregon Earling Learning Services District (SOELSD). Contributors to content included JRHA, Nick Alexander Films, Rogue Workforce Partnership, Southern Oregon Success, Childrens Institute, Providence Medical Center, Oregon Center for Creative Learning, All Around Kids, District of Curriculum at Three-Rivers School District, Caminito A La Escuela, City of Medford, True South Solar, Oregon Representative Pam Marsh, and other stakeholders. The series highlights the experiences of families, providers, employers, and leaders across the region. The series was distributed through community networks to increase awareness and support coordinated solutions.JRHA partners contributed to meaningful regional progress in childcare capacity and workforce development by helping to attract new and expanded investments into the region. Through sustained regional collaboration over the past several years, these efforts cultivated conversation and funding to support rural childcare expansion, new preschool and school-age slots, internships for childcare workforce, and expanded behavioral health support through Qualified Mental Health Associate (QMHA) cohorts and coaching models.Behavioral Health: JRHA convened members and community partners to deepen shared understanding of innovative behavioral health system approaches. This included engagement with the Jackson County Deflection Program, which offers treatment-based alternatives to criminal justice involvement for individuals experiencing substance use and mental health challenges. JRHA also supported regional collaboration around suicide prevention and mental health awareness through conversations and knowledge of training efforts aimed at reducing stigma, strengthening community engagement, and encouraging early intervention.In addition, JRHA contributed to regional behavioral health system development through shared learning and participation in conversations about the Behavioral Health Education and Career Opportunities Navigator (BHEACON) initiative and the potential future for a Behavioral Health Institute (BHI) at Southern Oregon University. The BHEACON connects academic institutions, employers, and community partners to strengthen workforce pipelines, expand training opportunities, and support long-term system sustainability. JRHAs intent for shared learning was to explore potential ways JRHA could support the launching and sustainability of the BHI.JRHA Administration: JRHA maintained a services agreement with Artemis Consulting to provide facilitation and strategic support services; and Gordon Elwood Foundation continued to provide in-kind administrative support, including executive services, bookkeeping, meeting coordination, and operational support. JRHA held regular board and executive committee meetings and maintained organizational materials and processes to support governance and collaboration. The board continued to refine governance structures and policies, including clarifying decision-making processes, strengthening procedures related to funding and advocacy activities, and addressing distinctions between voting and non-voting membership.JRHA implemented a formal process to guide advocacy communications, supporting coordinated engagement with Oregon State Legislature on issues impacting healthcare, workforce, and community well-being while maintaining alignment with member organizations. Collaborative action resulted in letters to the federal delegation, Representative Bentz and Senators Wyden and Merkley, opposing proposed Medicaid cuts and emphasizing the critical importance of health care access for southern Oregonians.Board Meeting Learning Topics: In 2025, presentations and discussion topics included:Legislative Updates: Regional and statewide policy updates impacting healthcare, housing, childcare, and emergency response systems.Nursing Workforce and Staffing: Ongoing discussion of workforce challenges and implementation considerations related to nursing staffing and system capacity.Childcare and Workforce Impacts: Presentations and discussions focused on childcare access, employer-related childcare models, and the impact of childcare on the health of youth, families, workforce stability, and economic vitality.Primary Care Workforce Development: Updates from regional healthcare organizations on workforce challenges, recruitment, retention, and training pathways, including residency program exploration and development.Deflection Program and Treatment Diversion: Updates on the Jackson County Deflection Program, including coordinated, cross-sector efforts to provide treatment-based alternatives to criminal justice involvement for individuals experiencing substance use and mental health challenges.Suicide Prevention and Mental Health Awareness: Updates on regional suicide prevention and mental health awareness efforts.Community Health Assessment and Improvement Planning (CHA/CHIP): Updates on regional health assessment and planning efforts.Behavioral Health and Palliative Care: Discussions focused on access to behavioral health services.Southern Oregon Health and Provider Partnership (SOAPP): Introduction and updates related to SOAPP.Housing and Community Stability: Discussions included regional housing challenges.JRHA Board Retreat: The November 2025 Board Retreat provided an opportunity for JRHA members and regional partners to engage in shared learning, review progress on regional initiatives, and establish priorities for the coming year. The retreat included presentations and updates on childcare, behavioral health, primary care workforce, and regional coordination opportunities through the Rural Health Transformation Program.Updates highlighted measurable progress in regional childcare expansion and workforce development efforts, as well as continued challenges related to provider shortages, system capacity, and access to services. Partners also shared updates on emerging initiatives, including behavioral health workforce development and regional collaboration models. Workforce capacity was consistently identified as a priority impacting all focus areas, including healthcare, childcare, and behavioral health. Also, in November, JRHA supported a region-wide Accessible Housing Forum through Jackson County Long-Term Recovery Group with a $2,500 contribution.The retreat reinforced JRHAs role in convening partners, shared learning, supporting regional alignment, and advancing collaborative solutions to improve health outcomes and access to care. Members initially set 2026 priority areas as healthcare workforce, childcare, behavioral health, and rural health systems transformation.Expenses $107,132
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 59-3813059
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22)
- Assets (IRS master file)
- $175,475
- Income (IRS master file)
- $118,950
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $118,950 | $107,132 | $175,475 | IRS |
| 990-EZ | December 2024 | $125,155 | $129,063 | $128,373 | XML |
| 990-EZ | December 2023 | $131,181 | $92,589 | $124,281 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | 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 59-3813059).
Questions about JEFFERSON REGIONAL HEALTH ALLIANCE
- What is the EIN of JEFFERSON REGIONAL HEALTH ALLIANCE?
- The employer identification number (EIN) of JEFFERSON REGIONAL HEALTH ALLIANCE is 59-3813059.
- Is JEFFERSON REGIONAL HEALTH ALLIANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JEFFERSON REGIONAL HEALTH ALLIANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEFFERSON REGIONAL HEALTH ALLIANCE 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 JEFFERSON REGIONAL HEALTH ALLIANCE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFERSON REGIONAL HEALTH ALLIANCE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of JEFFERSON REGIONAL HEALTH ALLIANCE?
- The 990-EZ for the year ended December 31, 2025 lists 42 people; 0 received compensation from the organization.
- How much revenue does JEFFERSON REGIONAL HEALTH ALLIANCE have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $118,950, expenses of $107,132 and total assets of $175,475 at year end.
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