Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 586,108 | 708,912 | 697,589 | 577,765 | 622,413 | 3,192,787 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 14,232,745 | 14,813,956 | 16,282,418 | 19,049,661 | 20,351,212 | 84,729,992 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 14,818,853 | 15,522,868 | 16,980,007 | 19,627,426 | 20,973,625 | 87,922,779 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 15,000 | 101,761 | 76,050 | 31,750 | 224,561 | |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | 15,000 | 101,761 | 76,050 | 31,750 | 224,561 | |
| 8 | Public support. (Subtract line 7c from line 6.) | 87,698,218 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 14,818,853 | 15,522,868 | 16,980,007 | 19,627,426 | 20,973,625 | 87,922,779 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 756,174 | 590,675 | 485,079 | 541,979 | 482,998 | 2,856,905 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 756,174 | 590,675 | 485,079 | 541,979 | 482,998 | 2,856,905 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 31,459 | 32,848 | 64,307 | |||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 68,096 | 78,086 | 78,195 | 81,878 | 306,255 | |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 15,575,027 | 16,181,639 | 17,543,172 | 20,279,059 | 21,571,349 | 91,150,246 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART III, LINE 12 | 306,255 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | CASCADE HEALTH SOLUTIONS (CHS) IS A LOCAL, NON-PROFIT HEALTH CARE ORGANIZATION DEDICATED TO IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY BY PROVIDING QUALITY, CHARITABLE AND COMPASSIONATE HEALTHCARE. A CORNERSTONE OF OUR MISSION IS TO MEET UNMET HEALTH NEEDS IN OUR COMMUNITY. OUR VALUES, WHICH INCLUDE RESPECT, PROFESSIONALISM (QUALITY), COMPASSION, AND RELATIONSHIPS, ARE EMBRACED BY OUR STAFF AND REFLECTED IN THE SERVICES WE PROVIDE. THE HIGHLY SKILLED AND COMMITTED PROFESSIONALS AT CASCADE PARTNER WITH PHYSICIANS AND OTHER HEALTH CARE ORGANIZATIONS TO ENHANCE QUALITY OF LIFE. |
| FORM 990, PAGE 1, PART I, LINE 6 | IN 2019, CASCADE HEALTH ENGAGED 142 VOLUNTEERS FOR HOSPICE WHO PROVIDED PATIENT CARE, RESPITE, HOSPICE HOUSE SUPPORT, EVENT PREPARATION AND EXECUTION, ADMINISTRATIVE SUPPORT, MUSIC, COMPANION ANIMALS AND SPECIAL PROJECT ASSISTANCE FOR BOTH HOSPICE AND PALLIATIVE CARE+ PATIENTS AND FAMILIES. WE REVISED OUR VIGIL TRAINING PROGRAM FOR HOSPICE HOUSE PATIENTS AND CERTIFIED 13 VOLUNTEERS IN THIS CAPACITY. WE SAW OUR LARGEST NEW VOLUNTEER ORIENTATION CLASS WITH 18 STUDENTS AND DOUBLED VOLUNTEER SHIFTS AT THE HOSPICE HOUSE. HOSPICE VOLUNTEERS ALSO PARTICIPATE IN ONGOING EDUCATION, SPECIALIZED TRAINING PROGRAMS AND SERVE AS TRUSTED COMMUNITY AMBASSADORS FOR CASCADE HEALTH SERVICES. IN 2019 THERE WERE 115 VOLUNTEERS FOR THE FESTIVAL OF TREES EVENT. FESTIVAL OF TREES IS A PREMIER HOLIDAY EXTRAVAGANZA. HELD THE WEEK OF THANKSGIVING, OUR VOLUNTEERS HELP TRANSFORM THE VALLEY RIVER INN INTO A WINTER WONDERLAND. VOLUNTEERS HELP WITH SETTING UP AND TAKING DOWN OF THE EVENT. THEY ALSO HELP DURING THE EVENT PROVIDING INFORMATION TO GUESTS, TAKING TICKETS, SELLING RAFFLE TICKETS, AND HELPING AT VARIOUS AREAS WITHIN THE EVENT. |
| FORM 990, PAGE 2, PART III, LINE 3 | IN 2019 CASCADE HEALTH DETERMINED THE LIFELINE PROGRAM, A MEDICAL ALERT SYSTEM WITH CONTINUAL NEEDS FOR TECHNOLOGICAL IMPROVEMENTS, NO LONGER COINCIDED WITH THE MISSION OF CASCADE. THEREFORE, IN MARCH, CASCADE CEASED OFFERING THE SERVICE AND TRANSITIONED ITS LIFELINE PATIENTS TO PHILIPS LIFELINE, COORDINATING SERVICES SO THAT ALL PATIENTS WERE SUFFICIENTLY COVERED FOR THEIR NEEDS. |
| FORM 990, PAGE 2, PART III, LINE 4A | CASCADE HEALTH SOLUTIONS OFFERS A UNIQUE ARRAY OF SERVICES THAT POSITIVELY CONTRIBUTE TO PEOPLE'S HEALTH. EACH YEAR CHS SERVES APPROXIMATELY 50,000 UNIQUE INDIVIDUALS THROUGHOUT THE STATE OF OREGON. CHS PROVIDES HEALTH SOLUTIONS THROUGHOUT THE CONTINUUM OF CARE TO INDIVIDUALS IN THEIR HOME, AT WORK, AND IN OUR COMMUNITY. SERVICES INCLUDE HOME HEALTH, HOSPICE, AN OCCUPATIONAL MEDICINE CLINIC, A PHYSICAL AND OCCUPATIONAL THERAPY CLINIC FOR INJURED WORKERS, A MEDIC UNIT TO RESPOND TO WORKPLACE INJURIES, ON-SITE WELLNESS PROGRAMS, EMPLOYER SPONSORED ONSITE WELLNESS CLINICS, AN EMPLOYEE ASSISTANCE PROGRAM, A PRESCRIPTION ASSISTANCE PROGRAM FOR LOW INCOME INDIVIDUALS, A DIABETIC EDUCATION PROGRAM THAT IS ADA CERTIFIED, AND NUTRITION EDUCATION. ONE COMMON THEME IS PRESENT WITH ALL OF OUR SERVICES - WE STRIVE TO MAKE LIVES BETTER. WHETHER WE ARE HELPING SOMEONE PREVENT OR MANAGE A HEALTH CONDITION, OR SERVING DYING PATIENTS AND THEIR FAMILIES TO RELIEVE SYMPTOMS AND FIND MEANING IN THE FINAL PHASE OF LIFE, OUR EXPERT AND COMPASSIONATE STAFF WORK TO MAKE LIVES BETTER. CASCADE HEALTH SOLUTIONS HAS A STRONG HISTORY OF COMMUNITY COLLABORATION AND COOPERATION. WE WORK CLOSELY WITH OTHER HEALTH ORGANIZATIONS AND SPECIALIST PHYSICIAN GROUPS TO COLLECTIVELY IMPROVE OUR COMMUNITY'S HEALTH AND WELL-BEING. |
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EMPLOYEES ARE REQUIRED TO COMPLETE A 'CONFLICT OF INTEREST DISCLOSURE STATEMENT' ANNUALLY AND ARE REQUIRED TO NOTIFY MANAGERS OF ANY CHANGE IN STATUS DURING THE YEAR. NOTIFICATION SHOULD OCCUR NO LATER THAN 30 DAYS AFTER THE CHANGE OCCURS. THE DIRECTOR OF HUMAN RESOURCES IS RESPONSIBLE FOR MONITORING ENFORCEMENT OF THIS POLICY, ENSURING EMPLOYEES HAVE ACCESS TO ALL REQUIRED DOCUMENTATION AND ARE KNOWLEDGABLE OF THE POLICY AND KEEPING EMPLOYEE RECORDS UP TO DATE. BOARD MEMBERS ARE REQUIRED TO COMPLETE THE DISCLOSURE STATEMENT ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE CEO ON AN ANNUAL BASIS UTILIZING REGIONAL SALARY DATA RESULTS. THE CHAIRMAN OF THE BOARD PROVIDES A DOCUMENTED REQUEST TO THE DIRECTOR OF HUMAN RESOURCES, WHO ACTUATES THE AGREED-UPON CHANGE TO COMPENSATION. DURING THE 2019 FISCAL YEAR, AT THE DIRECTION OF THE BOARD OF DIRECTORS, THERE WAS NO CHANGE TO THE COMPENSATION FOR THE CEO DUE TO THE FACT THAT THE POSITION WAS ASSUMED LATE IN 2018. |
| FORM 990, PAGE 6, PART VI, LINE 15B | FOR OTHER MEMBERS OF THE SENIOR LEADERSHIP TEAM, LOCAL AND REGIONAL SALARY SURVEY DATA IS REVIEWED ON A PERIODIC BASIS TO ENSURE MARKET-APPROPRIATE WAGE RANGES. MOVEMENT WITHIN THE RANGE IS BASED ON DEFINED MANAGEMENT PERFORMANCE INCENTIVE CRITERIA THAT EQUATES TO THE PERCENTAGE INCREASE FOR WHICH THE INDIVIDUAL WILL BE ELIGIBLE. THE CEO, WITH THE ASSISTANCE OF HR, IS RESPONSIBLE FOR IMPLEMENTING THESE ADJUSTMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | NET PERIODIC PENSION BENEFIT COST -1,331,191 NET ACCRETION OF GAIN IN FV OF PENSION PLAN ASSETS 1,264,383 TOTAL -66,808 |
| Software ID: | |
| Software Version: |