Nonprofit · EIN 93-0444844
OREGON HEALTH CARE ASSOCIATION
Tax-exempt · PORTLAND, OR 97223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $8,118,950 | $6,893,686 | $1,225,264 | $11,762,206 | $2,821,935 | $8,940,271 |
| September 30, 2024 | 990 | $5,275,663 | $4,634,213 | $641,450 | $9,811,474 | $2,277,528 | $7,533,946 |
| September 30, 2023 | 990 | $5,090,824 | $4,398,989 | $691,835 | $9,046,565 | $2,554,214 | $6,492,351 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $2,021,520
- of which government grants
- $2,021,520
- Program service revenue
- $5,737,531
- Investment income
- $353,792
- Net rental income
- $6,107
- Net gain from sales of assets
- $78,841
- Other revenue
- $6,107
Expenses
- Grants and similar amounts paid
- $19,550
- Compensation of officers, directors and key employees
- $795,123
- Other salaries and wages
- $2,311,635
- Salaries, compensation and benefits (total)
- $3,726,035
- Professional fundraising fees
- $0
- Legal fees
- $48,163
- Accounting fees
- $21,550
- Occupancy
- $299,757
- Travel
- $92,167
- Depreciation
- $152,074
Balance sheet and other
- Total assets, start of year
- $9,811,474
- Total assets, end of year
- $11,762,206
- Total liabilities, end of year
- $2,821,935
- Net assets, end of year
- $8,940,271
- Land, buildings and equipment
- $322,897
- Publicly traded securities
- $5,519,917
- Net assets without donor restrictions
- $8,940,271
- Gross unrelated business income
- $22,000
- Gross receipts
- $8,120,044
- Employees
- 15
- Volunteers
- 18
- Year formed
- 1968
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES CARLSON | SENIOR ADVISOR Highest-paid employee | 40 | $664,454 | $20,047 |
| PHILIP BENTLEY | PRESIDENT & CEO Officer | 40 | $573,289 | $20,047 |
| NICOLETTE REILLY | SR. VP OF QUALITY SERVICE Highest-paid employee | 40 | $269,519 | $20,986 |
| EUGENIA LIU | GENERAL COUNCIL Highest-paid employee | 40 | $262,222 | $19,379 |
| ELIZABETH BATLAN | SR. VP OF GOVERNMENT RELATIONS Highest-paid employee | 40 | $237,575 | $19,714 |
| LORI MUELLER | CFO Officer | 40 | $182,614 | $19,173 |
| ROSEANNA WARD | SR. VP OF STRATEGY Highest-paid employee | 40 | $172,209 | $18,936 |
| KATHY LEVEE | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE FOGG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANDY BECKER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH BURNS | MEMBER Trustee or director | 1 | $0 | $0 |
| BRENDA CONNELLY | MEMBER Trustee or director | 1 | $0 | $0 |
| MARK REMLEY | MEMBER Trustee or director | 1 | $0 | $0 |
| MAURO HERNANDEZ | MEMBER Trustee or director | 1 | $0 | $0 |
| MATT HILTY | MEMBER Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK KINKADE | MEMBER Trustee or director | 1 | $0 |
| KELLY ODEGAARD | MEMBER Trustee or director | 1 | $0 |
| JONATHAN MACK | MEMBER Trustee or director | 1 | $0 |
| GABRIELA SANCHEZ | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 |
| MARCY BOYD | MEMBER Trustee or director | 1 | $0 |
| MATT DUNHAM | MEMBER Trustee or director | 1 | $0 |
| ZACH FOGG | MEMBER Trustee or director | 1 | $0 |
| HUNTER MCLANE | MEMBER Trustee or director | 1 | $0 |
| MARY KOFSTAD | MEMBER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James Carlson | Sr. Advisor | 40 | $539,288 | $19,914 |
| Philip Bentley | President & CEO Officer | 40 | $529,654 | $19,664 |
| Nicolette Rielly | Sr VP Quality Serv | 40 | $260,437 | $19,072 |
| Eugenia Liu | General Counsel | 40 | $251,767 | $19,558 |
| Elizabeth Batlan | Sr VP Gov Relation | 40 | $222,741 | $19,600 |
| Lori Mueller | CFO Officer | 40 | $176,840 | $18,400 |
| Roseanna Ward | Sr VP Strategy | 40 | $159,467 | $18,338 |
| Lisa Maynard | member Trustee or director | 1 | $0 | $0 |
| KATHY LEVEE | Immd Past Chair Trustee or director | 1 | $0 | $0 |
| STEVE FOGG | Chair Trustee or director, Officer | 1 | $0 | $0 |
| MARK KINKADE | Member Trustee or director | 1 | $0 | $0 |
| Rick Dillon | Member Trustee or director | 1 | $0 | $0 |
| JoAnn Vance | Member Trustee or director | 1 | $0 | $0 |
| MAURO HERNANDEZ | Member Trustee or director | 1 | $0 | $0 |
| Marcy Boyd | MEMBER Trustee or director | 1 | $0 | $0 |
| Jonathan Mack | MEMBER Trustee or director | 1 | $0 | $0 |
| Andy Becker | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| MARK REMLEY | MEMBER Trustee or director | 1 | $0 | $0 |
| Elizabeth Burns | MEMBER Trustee or director | 1 | $0 | $0 |
| Matt Hilty | Member Trustee or director | 1 | $0 | $0 |
| Kelly Odegarrd | MEMBER Trustee or director | 1 | $0 | $0 |
| Ryan DELAMARTER | member Trustee or director | 1 | $0 | $0 |
| Brenda Connelly | Member Trustee or director | 1 | $0 | $0 |
| Gabriela Sanchez | member Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Philip Bentley | President & CEO Officer | 40 | $548,836 | $10,660 |
| James Carlson | Sr. Advisor | 40 | $423,824 | $45,970 |
| Eugenia Liu | General Counsel | 40 | $223,167 | $18,573 |
| Elizabeth Batlan | Sr VP Gov Relation | 40 | $193,999 | $19,505 |
| Lori Mueller | CFO Officer | 40 | $164,843 | $18,131 |
| Rosie Ward | Sr VP Strategy | 40 | $133,988 | $16,784 |
| Nicolette Rielly | Sr VP Quality Serv | 40 | $135,944 | $8,277 |
| Lisa Maynard | member Trustee or director | 1 | $0 | $0 |
| KATHY LEVEE | Chairperson Trustee or director, Officer | 1 | $0 | $0 |
| STEVE FOGG | Imm. Past Chair Trustee or director | 1 | $0 | $0 |
| MARK KINKADE | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Rick Miller | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| JoAnn Vance | Member Trustee or director | 1 | $0 | $0 |
| MAURO HERNANDEZ | Member Trustee or director | 1 | $0 | $0 |
| Marcy Boyd | MEMBER Trustee or director | 1 | $0 | $0 |
| Jonathan Mack | MEMBER Trustee or director | 1 | $0 | $0 |
| Andy Becker | Member Trustee or director | 1 | $0 | $0 |
| MARK REMLEY | MEMBER Trustee or director | 1 | $0 | $0 |
| Charles Bloom | MEMBER Trustee or director | 1 | $0 | $0 |
| Kelly Odegarrd | MEMBER Trustee or director | 1 | $0 | $0 |
| Ryan DELAMARTER | member Trustee or director | 1 | $0 | $0 |
| Jonathan Allred | Former MEMBER Trustee or director | 1 | $0 | $0 |
| Gabriela Sanchez | member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11740 SW 68TH PKWY STE 250, PORTLAND, OR 97223-9062
- In care of
- % LORI MUELLER
- Principal officer (990 for 2024)
- PHILIP BENTLEY, 11740 SW 68TH PARKWAY 250, PORTLAND, OR 97223
- Signed the 990
- LORI MUELLER, CFO
- Phone
- (503) 726-5224
- Website
- OHCA.COM
- Return prepared by
- APRIO ADVISORY GROUP LLC
Mission
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.
Program accomplishments
- 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.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 93-0444844
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $11,762,206
- Income (IRS master file)
- $8,120,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $8,118,950 | $6,893,686 | $11,762,206 | XML |
| 990 | September 2024 | $5,275,663 | $4,634,213 | $9,811,474 | XML |
| 990 | September 2023 | $5,090,824 | $4,398,989 | $9,046,565 | XML |
| 990 | September 2022 | $4,745,134 | $4,698,849 | $7,655,917 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 93-0444844).
Questions about OREGON HEALTH CARE ASSOCIATION
- What is the EIN of OREGON HEALTH CARE ASSOCIATION?
- The employer identification number (EIN) of OREGON HEALTH CARE ASSOCIATION is 93-0444844.
- Is OREGON HEALTH CARE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1977.
- Are donations to OREGON HEALTH CARE ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OREGON HEALTH CARE ASSOCIATION 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 HEALTH CARE ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON HEALTH CARE ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of OREGON HEALTH CARE ASSOCIATION?
- The 990 for the year ended September 30, 2025 names PHILIP BENTLEY.
- Who are the officers and directors of OREGON HEALTH CARE ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 24 people; 7 received compensation from the organization, the highest $664,454 (JAMES CARLSON, SENIOR ADVISOR).
- How much revenue does OREGON HEALTH CARE ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $8,118,950, expenses of $6,893,686 and total assets of $11,762,206 at year end.
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