Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2021 , and ending 12-31-2021
BCheck if applicable:
CName of organization
CAREOREGON INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
315 SW 5TH AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97204
D Employer identification number

93-0933975
E Telephone number

G Gross receipts $ 1,932,437,611
F Name and address of principal officer:
ERIC HUNTER
315 SW 5TH AVE
PORTLAND,OR97204
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CAREOREGON.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1994
M State of legal domicile: OR
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 1,233
6 Total number of volunteers (estimate if necessary) ............. 6 148
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -1,373
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 340,367 706,598
9 Program service revenue (Part VIII, line 2g) ......... 1,695,413,839 1,898,973,135
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,468,188 16,833,008
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 15,132,611 382,723
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,720,355,005 1,916,895,464
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,743,081 11,563,229
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 107,569,400 119,734,729
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet159,015    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,512,895,206 1,595,939,285
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,623,207,687 1,727,237,243
19 Revenue less expenses. Subtract line 18 from line 12....... 97,147,318 189,658,221
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 689,139,364 985,142,638
21 Total liabilities (Part X, line 26)............. 244,774,182 355,054,158
22 Net assets or fund balances. Subtract line 21 from line 20..... 444,365,182 630,088,480
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,594,319,460 including grants of $   ) (Revenue $ 1,846,844,928 )
OREGON HEALTH PLAN (MEDICAID) PROGRAM - SEE SCHEDULE O
4b (Code:   ) (Expenses $ 22,550,880 including grants of $   ) (Revenue $ 23,628,715 )
MEDICARE PLAN - SEE SCHEDULE O
4c (Code:   ) (Expenses $ 11,563,229 including grants of $ 11,563,229 ) (Revenue $   )
COMMUNITY REINVESTMENT - SEE SCHEDULE O
(Code:   ) (Expenses $ 20,542,388 including grants of $   ) (Revenue $ 28,774,550 )
4d Other program services (Describe in Schedule O.)
(Expenses $ 20,542,388 including grants of $   ) (Revenue $ 28,774,550 )
4e Total program service expensesMediumBullet1,648,975,957
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
2,379
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,233
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
OR
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTERESA KENNEDY LEARN CFO315 SW 5TH AVENUE   PORTLAND,OR97204 (503) 416-1415
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) GLENN S RODRIQUEZ......................................................................
BOARD CHAIRMAN
 4.00
.................
1.25 		X   X       0 0 0
(2) SUSAN M HENNESSY......................................................................
BOARD VICE CHAIRMAN
 4.00
.................
1.25 		X   X       0 0 0
(3) KERRY BARNETT......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(4) KATHLEEN G JONES......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(5) ANDREW MCCULLOCH......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(6) JOANNE FULLER......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(7) DAMIEN R HALL......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(8) BRENDA I JOHNSON......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(9) NATHALIE JOHNSON......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(10) HYOSUK RHEE......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(11) ROBERT C STEWART......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(12) TAEKYUNG HAN......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(13) GINA F NIKKEL......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(14) WOODRUFF J ENGLISH II......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(15) ERIC C HUNTER......................................................................
CEO, PRESIDENT & BOARD OF DIRECTOR
 40.00
.................
6.28 		X   X       613,159 0 39,305
(16) TERESA K LEARN......................................................................
CFO, BOARD TREASURER
 40.00
.................
6.56 		    X       327,368 0 40,331
(17) ERIN D FAIR......................................................................
CHIEF STRATEGY OFFICER, BD SEC THRU 6/21
 40.00
.................
5.96 		    X       186,384 0 34,711
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JEREMIAH RIGSBY........................................................................
CHIEF OF STAFF & SECRETARY
 40.00
.......................7.16 		    X       214,329 0 19,799
(19) AMIT R SHAH........................................................................
CHIEF MEDICAL OFFICER
 40.00
.......................7.20 		      X     431,310 0 38,923
(20) AMY L DOWD........................................................................
CHIEF OPERATIONS OFFICER
 40.00
.......................6.28 		      X     346,617 0 46,219
(21) JAMES MASON........................................................................
CHIEF EQUITY, DIVERSITY & INCLUSION OFFICER
 40.00
.......................7.12 		      X     172,163 0 27,890
(22) REBECCA RAMSAY........................................................................
VICE PRESIDENT, HOUSECALL PROVIDERS
 40.00
.......................12.00 		      X     270,074 0 68,684
(23) NATHAN CORLEY........................................................................
VICE PRESIDENT, INFO SVCS/ANALYTICS
 40.00
.......................6.28 		      X     247,435 0 38,137
(24) DOUGLAS R LUTHER........................................................................
SR. MEDICAL DIRECTOR, OPERATIONS
 40.00
.......................10.80 		        X   359,490 0 26,717
(25) JOHN BISCHOF........................................................................
MEDICAL DIRECTOR - BEHAVIORAL HEALTH
 40.00
.......................8.00 		        X   326,626 0 53,798
(26) MARY B ENGRAV........................................................................
MED. DIRECTOR - BENEFIT/UTILIZATION
 40.00
.......................5.08 		        X   310,122 0 52,687
(27) ANDREW D LUTHER........................................................................
MEDICAL DIRECTOR - CLINICAL SERVICES
 40.00
.......................8.00 		        X   301,065 0 66,678
(28) ALYSSA FRANZEN........................................................................
MEDICAL DIRECTOR - VP DENTAL
 40.00
.......................0.00 		        X   297,030 0 42,881




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 4,403,172 0 596,760
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet209
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
PRIME TECHNOLOGY GROUP

940 WEST VALLEY RD SUITE 1500
WAYNE,PA19087 		SOFTWARE DEVELOPMENT AND IMPLEMENTATIONS 798,779
CHANGE HEALTHCARE LLC

5995 WINDWARD PKWY
ALPHARETTA,GA30005 		SOFTWARE DEVELOPMENT AND IMPLEMENTATIONS 573,728
HEALTHTRIO LLC

603 N WILMOT RD 2ND FLOOR
TUCSON,AZ85711 		SOFTWARE DEVELOPMENT AND IMPLEMENTATIONS 495,196
GIFTANGO LLC

111 SW 5TH AVE SUITE 900
PORTLAND,OR97204 		DIGITAL EGIFTING - ADMIN & HEALTH MANAG 480,000
RED CARD SYSTEMS LLC

744 OFFICE PARKWAY
SAINT LOUIS,MO63141 		SOFTWARE DEVELOPMENT AND IMPLEMENTATIONS 370,906
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet15
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 534,903
f All other contributions, gifts, grants, and similar amounts not included above1f 171,695
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 706,598
Program Service RevenueAmt Business Code
2a PREMIUM REVENUE 524114 1,846,843,957 1,846,843,957    
b MANAGEMENT SERVICE REV 541611 44,663,253 44,663,253    
c PATIENT REVENUE 621610 6,834,785 6,834,785    
d TRAINING & CONSULTING 611430 573,452 573,452    
e
f All other program service revenue. 57,688 59,061 -1,373  
g Total. Add lines 2a–2f .....MediumBullet 1,898,973,135
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 13,261,988     13,261,988
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   332,395 6a
b Less: rental expenses   223,357 6b
c Rental income or (loss)   109,038 6c
d Net rental income or (loss).......MediumBullet 109,038     109,038
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   18,889,810 7a
b Less: cost or other basis and sales expenses   15,318,790 7b
c Gain or (loss)   3,571,020 7c
d Net gain or (loss).........MediumBullet 3,571,020     3,571,020
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 273,685 273,685    
e Total. Add lines 11a–11d ...... MediumBullet 273,685
12 Total revenue. See instructions.....MediumBullet 1,916,895,464 1,899,248,193 -1,373 16,942,046
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 11,563,229 11,563,229
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 2,883,495 1,150,152 1,733,343  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 58,692,865 38,629,422 19,993,507 69,936
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,598,044 5,157,406 2,440,638  
9 Other employee benefits ....... 36,183,577 24,975,392 11,153,189 54,996
10 Payroll taxes ........... 14,376,748 9,392,974 4,963,597 20,177
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 370,702   370,702  
c Accounting ........... 304,780   304,780  
d Lobbying ........... 24,684   24,684  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 657,350   657,350  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 21,375,797 7,241,169 14,130,080 4,548
12 Advertising and promotion .... 1,230,745 1,141,537 88,735 473
13 Office expenses ....... 4,042,448 1,355,930 2,686,121 397
14 Information technology ...... 10,864,215 416,743 10,447,449 23
15 Royalties ..        
16 Occupancy ........... 2,602,994 187,508 2,409,125 6,361
17 Travel ............ 78,921 66,772 12,082 67
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 346,836 123,622 223,174 40
20 Interest ........... -176,354   -176,354  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 2,324,896   2,324,896  
23 Insurance ... 360,450   360,450  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEMBER HEALTHCARE EXP 1,546,237,207 1,546,237,207    
b
c
d
e All other expenses 5,293,614 1,336,894 3,954,723 1,997
25 Total functional expenses. Add lines 1 through 24e 1,727,237,243 1,648,975,957 78,102,271 159,015
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,386 1 8,519
2 Savings and temporary cash investments ......... 153,499,971 2 174,433,285
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 14,087,268 4 23,154,421
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 20,710,000 7 32,740,704
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 5,597,309 9 6,981,258
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 49,202,422
b Less: accumulated depreciation 10b 33,846,693 16,766,181 10c 15,355,729
11 Investments—publicly traded securities . 453,466,994 11 659,786,445
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 25,010,255 15 72,682,277
16 Total assets. Add lines 1 through 15 (must equal line 33)... 689,139,364 16 985,142,638
Liabilities 17 Accounts payable and accrued expenses ..... 56,976,460 17 83,449,216
18 Grants payable ...   18  
19 Deferred revenue ......... 688,637 19 98,964
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 187,109,085 25 271,505,978
26 Total liabilities. Add lines 17 through 25.. 244,774,182 26 355,054,158
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 443,806,309 27 629,770,050
28 Net assets with donor restrictions ........... 558,873 28 318,430
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 444,365,182 32 630,088,480
33 Total liabilities and net assets/fund balances ........ 689,139,364 33 985,142,638
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,916,895,464
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,727,237,243
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
189,658,221
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
444,365,182
5
Net unrealized gains (losses) on investments ...............
5
-1,334,923
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-2,600,000
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
630,088,480
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(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
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 474,102 287,784 254,954 340,367 706,598 2,063,805
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 816,414,092 1,106,930,891 1,212,569,748 1,708,753,304 1,882,708,333 6,727,376,368
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 5 816,888,194 1,107,218,675 1,212,824,702 1,709,093,671 1,883,414,931 6,729,440,173
7a Amounts included on lines 1, 2, and 3 received from disqualified persons           0
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.           0
c Add lines 7a and 7b..           0
8 Public support. (Subtract line 7c from line 6.) 6,729,440,173
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
9 Amounts from line 6... 816,888,194 1,107,218,675 1,212,824,702 1,709,093,671 1,883,414,931 6,729,440,173
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 7,332,802 7,203,622 8,718,426 9,496,862 13,594,382 46,346,094
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 7,332,802 7,203,622 8,718,426 9,496,862 13,594,382 46,346,094
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.   865,461 246,730 -2,281 -402 1,109,508
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.).. 824,220,996 1,115,287,758 1,221,789,858 1,718,588,252 1,897,008,911 6,776,895,775
14
Section C. Computation of Public Support Percentage
15
15
99.300 %
16
16
99.300 %
Section D. Computation of Investment Income Percentage
17
17
0.680 %
18
18
0.690 %
19a
b
20
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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)
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 0.015 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 0.035 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  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2021. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
CAREOREGON INC
  		Employer identification number
93-0933975
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
CAREOREGON INC
  		Employer identification number

93-0933975
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
CAREOREGON INC
  		Employer identification number

93-0933975
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2021)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...................... 37,508  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 208,398  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 245,906  
d Other exempt purpose expenditures ............................................................................... 1,648,730,051  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 1,648,975,957  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 180,750 441,280 207,223 245,906 1,075,159
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 22,897 33,513 33,513 37,508 127,431
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-A, LINE 1 CAREOREGON PARTICIPATES IN LOBBYING ACTIVITIES THAT INCLUDE TESTIFYING AT PUBLIC POLICY HEARINGS, AND MEETING WITH LEGISLATORS TO DISCUSS OREGON HEALTH PLAN RELATED ISSUES. CAREOREGON DOES NOT PARTICIPATE OR CONTRIBUTE TO POLITICAL CANDIDATE CAMPAIGNS OR POLITICAL PARTIES.
Schedule C (Form 990) 2021


Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   2,704,520 2,704,520
b Buildings ....   23,655,858 13,299,869 10,355,989
c Leasehold improvements   253,414 171,342 82,072
d Equipment ....   4,759,934 3,405,272 1,354,662
e Other .....   17,828,696 16,970,210 858,486
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 15,355,729
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)PAY FOR PERFORMANCE INCENTIVE RECEIV. 58,521,482
(2)RISK CORRIDOR RECEIVABLE 3,022,381
(3)INTERCOMPANY RECEIVABLE 6,570,574
(4)OTHER ASSETS 4,567,840
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 72,682,277
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 271,505,978
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED CAREOREGON AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INTEREST EXPENSE AND OTHER ADMINISTRATIVE EXPENSES, RESPECTIVELY.
Schedule D (Form 990) 2021


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND & GREENLAND)     PROGRAM SERVICES EXPENSE SOFTWARE LICENSES 48,800
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 48,800
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 48,800
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 3: ACCRUAL
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2021
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
CAREOREGON INC
 
Employer identification number
93-0933975
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) 4TH DIMENSION RECOVERY CENTER
11010 SE DIVISION ST STE 200
PORTLAND,OR97266 		46-2702985 CORP 16,100 0     FUNDING FOR NALOXONE
(2) ADDICTIONS RECOVERY CENTER INC
1003 EAST MAIN STREET STE 104
MEDFORD,OR97504 		93-0645605 501(C)(3) 339,590 0     BH WORKFORCE SUPPORT
(3) ADELANTI MUJERES
2030 MAIN STREET SUITE A
FOREST GROVE,OR97116 		03-0473181 501(C)(3) 25,000 0     ONGOING IMPACT OF COVID 19
(4) ADVENTIST HEALTH TILLAMOOK
1100 3RD ST
TILLAMOOK,OR97141 		93-0622075 501(C)(3) 5,143 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(5) ALBERTINA KERR CENTERS
424 NE 22ND AVE
PORTLAND,OR97232 		93-0386780 501(C)(3) 202,500 0     INCREASED COSTS OF AT HOME SCHOOLING
(6) ARC OF MULTNOMAH - CLACKAMAS
6929 NE HALSEY ST
PORTLAND,OR97213 		93-0439765 501(C)(3) 8,790 0     EXPAND PROG FOR IDD & COVID
(7) ASIAN HEALTH AND SERVICE CENTER
9035 SE FOSTER RD
PORTLAND,OR97266 		93-1192100 501(C)(3) 67,500 0     TRAD HEALTH WORKER COMMUNITY
(8) BASIC RIGHTS OREGON
PO BOX 40625
PORTLAND,OR97240 		93-1266613 501(C)(3) 12,500 0     2021 IGNITE SPONSOR
(9) BLACK UNITED FUND OF OREGON
2828 NE ALBERTA ST
PORTLAND,OR97211 		93-0843267 501(C)(3) 20,000 0     METRO AF GRANT 2021
(10) BOYS AND GIRLS CLUB OF PORTLAND METRO AREA
8203 SE 7TH AVE STE 100
PORTLAND,OR97202 		93-0474800 501(C)(3) 2,020,000 0     10 YEAR COLLABORATIVE AGREEMENT
(11) BRIDGE CITY FAMILY MEDICAL CLINIC
1410 NE 106TH AVE
PORTLAND,OR97220 		20-0093403 CORP 48,173 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(12) BRIDGES TO CHANGE INC
PO BOX 16576
PORTLAND,OR97292 		76-0751239 CORP 243,960 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(13) BROWN HOPE
2037 N WILLAIMS AVE
PORTLAND,OR97227 		82-4843276 501(C)(3) 10,000 0     09-2021 SPONSORSHIP
(14) BUTTE FALLS COMMUNITY SCHOOL PARTNERSHIP
PO BOX 358
PORTLAND,OR97522 		20-2883764 501(C)(3) 10,000 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(15) CASCADE AIDS PROJECT
520 NW DAVIS STREET SUITE 215
PORTLAND,OR97209 		93-0903383 501(C)(3) 50,000 0     ADAPTIVE FUND - YEAR 2
(16) CASCADIA BEHAVIORAL HEALTHCARE
PO BOX 8459
PORTLAND,OR97207 		93-0770054 CORP 12,000 0     HEART LUMINARY SPONSORSHIP
(17) CATHOLIC CHARITIES
2740 SE POWELL BLVD
PORTLAND,OR97202 		93-0386801 501(C)(3) 6,000 0     CELEBRATION OF HOPE 03/13/21
(18) CENTER FOR INTERCULTURAL ORGANIZING
1390 SE 122ND AVE
PORTLAND,OR97233 		74-3098100 CORP 50,000 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(19) CENTRAL CITY CONCERN
232 NW 6TH AVE
PORTLAND,OR97209 		93-0728816 501(C)(3) 256,773 0     ACTION LUNCH 10/28/21
(20) CHARITABLE PARTNERSHIP FUND
PO BOX 13276
PORTLAND,OR97213 		93-1267966 501(C)(3) 10,000 0     TASTE FOR EQUITY
(21) CHILDRENS COMMUNITY CLINIC
2252 LLOYD CENTER
PORTLAND,OR97232 		93-0811915 501(C)(3) 13,480 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(22) CHILDREN'S HEALTH ALLIANCE
5901 SW MACADAM AVE
PORTLAND,OR97239 		93-1256381 CORP 10,000 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(23) CITY TEAM INTERNATIONAL
2306 ZANKER RD
SAN JOSE,CA95131 		94-1501265 CORP 20,000 0     YOUTH COOLECTIVE FUNDING
(24) CLACKAMAS COUNTY
2051 KAEN RD STE 367
OREGON CITY,OR97045 		93-6002286 501(C)(3) 529,000 0     WELLNESS2021AF GRANT
(25) CLACKAMAS HEALTH CENTERS
2051 KAEN RD STE 367
OREGON CITY,OR97045 		93-6002286 GOV 258,000 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(26) CLACKAMAS VOLUNTEERS IN MEDICINE
PO BOX 2592
OREGON CITY,OR97045 		37-1621141 501(C)(3) 10,000 0     SERVING PEOPLE IN CLACKAMAS COUNTY
(27) CLACKAMAS WOMEN'S SERVICES
256 WARNER MILNE RD
OREGON CITY,OR97045 		93-0900119 501(C)(3) 10,000 0     ADAPTIVE FUND 2021
(28) CLATSKANIE BAPTIST CHURCH
415 NEHALEM ST
CLATSKANIE,OR97016 		93-0889956 501(C)(3) 7,031 0     COVID RELIEF GRANT
(29) CLATSOP BEHAVIORAL HEALTHCARE
65 N HIGHWAY 101 STE 204
WARRENTON,OR97146 		93-0513669 501(C)(3) 202,571 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND AND BH WORKFORCE SUPPORT
(30) CLATSOP COMMUNITY ACTION
364 9TH ST
ASTORIA,OR97103 		93-1010260 501(C)(3) 50,000 0     COVID RELIEF GRANT
(31) COLLEGE POSSIBLE
755 PRIOR AVENUE NORTH STE 210
SAINT PAUL,MN55104 		41-1968798 501(C)(3) 10,000 0     HELP STUDENTS ENROLL IN COLLEGE
(32) COLUMBIA CARE
3587 HEATHROW WAY
MEDFORD,OR97504 		81-0609831 501(C)(3) 208,953 0     BH WORKFORCE SUPPORT
(33) COLUMBIA COMMUNITY MENTAL HEALTH
PO BOX 1234
ST HELENS,OR97051 		93-0644303 501(C)(3) 200,071 0     BH WORKFORCE SUPPORT
(34) COLUMBIA HEALTH SERVICES
PO BOX 995
ST HELENS,OR97051 		81-0622430 501(C)(3) 83,151 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND AND BH WORKFORCE SUPPORT
(35) COLUMBIA MEMORIAL HOSPITAL
2111 EXCHANGE ST
ASTORIA,OR97103 		93-0583856 501(C)(3) 5,143 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND
(36) COLUMBIA RIVER FIRE AND RESCUE
270 COLUMBIA BLVD
ST HELENS,OR97051 		93-0554134 GOV 20,000 0     COVID RELIEF GRANT
(37) COMMUNITY ACTION RESOURCE ENTERPRISES
2310 FIRST ST STE 2
TILLAMOOK,OR97141 		93-1062448 501(C)(3) 26,624 0     2021 COVID RELIEF GRANT
(38) COMMUNITY CYCLING CENTER
1700 NE ALBERTA ST
PORTLAND,OR97211 		93-1127186 501(C)(3) 9,000 0     ADAPTIVE FUND 2021
(39) COMMUNITY SERVICES NETWORK
4950 NE MLK JR BLVD
PORTLAND,OR97211 		82-4712037 501(C)(3) 20,000 0     2021 SOCIAL SERVICES FAIRS
(40) CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON
820 CRATE LAKE AVE STE 202
MEDFORD,OR97504 		93-0585893 501(C)(3) 20,000 0     2021 COVID RELIEF GRANT
(41) FAMILIAS EN ACCION
2710 NE 14TH AVE
PORTLAND,OR97212 		93-1284335 501(C)(3) 70,000 0     SUPPORT & ENHANCE WORKFORCE
(42) FAMILY SOLUTIONS
201 W MAIN ST STE 4B
MEDFORD,OR97501 		93-0605594 501(C)(3) 99,218 0     PROVIDER WELLBEING/EMERGENCY RELIEF FUND AND BH WORKFORCE SUPPORT
(43) FRIENDS OF ZENGER FARM
11741 SE FOSTER RD
PORTLAND,OR97266 		93-1269630 501(C)(3) 27,000 0     2021 CSA PARTNERSHIPS
(44) GOOD IN THE HOOD
4815 NE 7TH
PORTLAND,OR97211 		46-5165196 501(C)(3) 16,000 0     FESTIVALSPONSOR 6/21
(45) HUMAN SOLUTIONS
12350 SE POWELL BLVD
PORTLAND,OR97230 		93-0977166 501(C)(3) 51,250 0     RAPID REHOUSING PROGRAM
(46) IRCOS INTERNATIONAL LANGUAGE
10301 NE GLISAN ST
PORTLAND,OR97220 		93-0806295 501(C)(3) 17,000 0     GALA 2021 JADE SPONSOR
(47) JACKSON COUNTY HEALTH DEPARTMENT
140 S HOLLY ST
MEDFORD,OR97501 		93-6002298 GOV 218,000 0     2021 BH WORKFORCE SUPPORT
(48) KAIROSPDX
PO BOX 12190
PORTLAND,OR97212 		46-0987167 501(C)(3) 23,707 0     SPREAD THE LOVE 02/27/21
(49) LA CLINICA
931 CHEVY WAY
MEDFORD,OR97504 		94-3096772 501(C)(3) 19,554 0     SCHOLARSHIPS
(50) LA CLINICA
3617 S PACIFIC HWY
MEDFORD,OR97501 		94-3096772 501(C)(3) 600,000 0     EMERGENCY RELIEF GRANT
(51) LIFEWORKS NW
5415 SW WESTGATE DR
PORTLAND,OR97221 		93-0502822 501(C)(3) 404,000 0     EMERGENCY RELIEF GRANT
(52) LUTHERAN COMMUNITY SERVICES NORTHWEST
4040 SOUTH 188TH STREET STE 300
SEATAC,WA98188 		93-0386860 501(C)(3) 115,000 0     URGENT AFGHANREFUGEE SUPPORT
(53) MEALS ON WHEELS
7710 SW 31ST AVE
PORTLAND,OR97219 		93-0584318 501(C)(3) 10,000 0     MEALS FOR HOMEBOUND ELDERLY
(54) MERCY FLIGHTS
2020 MILLIGAN WAY
MEDFORD,OR97504 		93-0512235 501(C)(3) 15,000 0     2021 COVID RELIEF GRANT
(55) METROPOLITAN FAMILY SERVICE
1808 SE BLAMONT ST
PORTLAND,OR97214 		93-0397825 501(C)(3) 20,000 0     ADAPTIVE FUND 2021
(56) MULTNOMAH COUNTY HEALTH DEPARTMENT
619 NW 6TH AVE 7TH FLOOR
PORTLAND,OR97209 		93-6002309 GOV 22,000 0     PROVIDER WELLNESS
(57) NATIVE AMERICAN YOUTH AND FAMILY CENTER
5135 NE COLUMBIA BLVD
PORTLAND,OR97218 		93-1141536 501(C)(3) 55,000 0     EXPAND OUR COMMUNITY WORKER PROGRAM
(58) NEIGHBORHOOD HEALTH CENTER
7320 SW HUNZIKER RD STE 300
TIGARD,OR97223 		27-3524752 501(C)(3) 13,000 0     2021 HEALTH FAIR SPON
(59) NESTUCCA VALLEY BACKPACK FOOD PROGRAM
PO BOX 793
PACIFIC CITY,OR97315 		93-0968936 501(C)(3) 7,031 0     2021 COVID RELIEF GRANT
(60) NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
714 NE ALBERTA ST
PORTLAND,OR97211 		72-1618287 501(C)(3) 28,000 0     COMMUNITY SUPPER SPONSOR 5/1/2021
(61) NORTHWEST HOUSING ALTERNATIVES
13819 SE MCLOUGHLIN BLVD
MILWAUKIE,OR97222 		93-0814473 501(C)(3) 152,500 0     ROSEMONT CT 10-2021
(62) ONTRACK INC
300 W MAIN ST
MEDFORD,OR97501 		23-7088811 501(C)(3) 679,642 0     BH WORKFORCE SUPPORT
(63) OPERATION NIGHTWATCH PORTLAND
PO BOX 4005
PORTLAND,OR97208 		93-0808524 501(C)(3) 10,000 0     MENTAL HEALTH DIRECTOR SUPPORT
(64) ORAL HEALTH FUNDERS COLLABORATIVE FUND OF OCF
1221 SW YAMHILL STREET STE 100
PORTLAND,OR97205 		23-7315673 CORP 32,500 0     CHILDREN\'S DENTAL ADM
(65) ORCHID HEALTH
535 NE 6TH AVE
ESTACADA,OR97023 		46-4707258 CORP 44,500 0     PROVIDER WELLBEING
(66) OREGON FARM TO SCHOOL AND SCHOOL GARDEN NETWORK
847 NW MONROE AVE
CORVALLIS,OR97330 		93-0722979 501(C)(3) 10,000 0     ADAPTIVE FUND GRANT 2021
(67) OREGON HEALTH AND SCIENCES UNIVERSITY
51377 SW OLD PORTLAND RD
SCAPPOOSE,OR97056 		20-2222618 501(C)(3) 377,054 0     WORKFORCE RESOURCE/EMERGENCY RELIEF GRANT
(68) OREGON HEALTHCARE INTERPRETERS ASSN
9220 SW BARBUR BLVD STE 119-315
PORTLAND,OR97219 		27-4414937 501(C)(3) 119,830 0     LANGUAGEACCESSCOLLAB
(69) OREGON LEAGUE OF MINORITY VOTERS
700 NORTH HAYDEN DRIVE STE 397
PORTLAND,OR97217 		26-1669456 501(C)(3) 15,000 0     2021 AWARDS GALA
(70) OREGON NEWPAPERS FOUNDATION
400 2ND STREET STE 100
LAKE OSWEGO,OR97034 		93-0699926 501(C)(3) 7,000 0     SPONSORSHIP - INTERNSHIP PROGRAM
(71) OREGON SCHOOL BASED HEALTH CARE ALLIANCE
911 NE DAVIS STREET
PORTLAND,OR97232 		36-4588657 501(C)(3) 10,000 0     SPONSORSHIP 2021
(72) OUR STREETS PDX
17124 SW PACIFIC HWY APT 184
PORTLAND,OR97224 		85-1403923 501(C)(3) 25,000 0     OUR STREETS PDX SAFE HAVEN
(73) OUR VILLAGE GARDEN
4632 N TRENTON AVE
PORTLAND,OR97203 		85-3985259 501(C)(3) 27,000 0     FRESH FOOD FIRST
(74) OUTSIDE IN
1132 SW 13TH AVE
PORTLAND,OR97205 		93-0567549 501(C)(3) 146,319 0     EASTCLINIC GRANT 2021
(75) OUTSIDE THE FRAME
800 NW 6TH AVE STE 335
PORTLAND,OR97209 		47-4159875 501(C)(3) 7,920 0     VACCINE SUPPORT
(76) PARKER HOUSE PROJECT
2895 HIGHWAY 66
ASHLAND,OR97250 		84-2035226 501(C)(3) 10,000 0     SUPPORTING WOMEN AND CHILDREN FACING HOMELESSNESS
(77) PARROTT CREEK CHILD AND FAMILY SERVICES
1001 MOLALLA AVE STE 209
OREGON CITY,OR97045 		93-0591772 501(C)(3) 36,250 0     SUPPORT TO COMMUNITY ORGANIZATIONS
(78) PHOENIX COUNSELING CENTER
PO BOX 1257
PHOENIX,OR97535 		93-1283456 501(C)(3) 175,225 0     BH WORKFORCE SUPPORT
(79) PLANNED PARENTHOOD OF THE COLUMBIA-WILLAMETTE
3727 NE MLK JR BLVD
PORTLAND,OR97212 		93-6031270 501(C)(3) 202,500 0     PROVIDER EMERGENCY RELIEF FUND
(80) PORTLAND COMMUNITY COLLEGE FOUNDATION
PO BOX 19000
PORTLAND,OR97280 		93-0811291 501(C)(3) 25,000 0     EDUCATION SUPPORT SERVICES
(81) PORTLAND OPEN BIBLE COMMUNITY PANTRY
3223 SE 92ND AVE
PORTLAND,OR97266 		93-0760273 501(C)(3) 6,000 0     HYGIENE KITS 2021
(82) PORTLAND STREET MEDICINE
825 NE NULTNOMAH ST STE 240
PORTLAND,OR97212 		82-4209837 501(C)(3) 25,000 0     PEER SPECIALIST POSITION
(83) PROFILE THEATRE PROJECT
PO BOX 14845
PORTLAND,OR97293 		91-1786694 501(C)(3) 10,000 0     2021 ADAPTIVE FUND
(84) RAPHAEL HOUSE
4110 SE HAWTHORNE BLVD 503
PORTLAND,OR97214 		93-0710963 501(C)(3) 10,000 0     COVID 19 RESPONSE EFFORTS
(85) REACH OUT AND READ
89 SOUTH ST STE 201
BOSTON,MA02111 		04-3481253 501(C)(3) 20,000 0     READ OREGON PROGRAM SUPPORT
(86) RESTORATION HOUSE
208 NORTH HOLLADAY DR
SEASIDE,OR97138 		93-1271134 501(C)(3) 9,090 0     COVID RELIEF GRANT
(87) ROCKWOOD CDC
4233 SE 182ND AVE PMB 367
GRESHAM,OR97030 		46-1475038 501(C)(3) 13,000 0     VACCINE EFFORTS 2021
(88) ROGUE FOOD UNITES
361 SCENICE DR
ASHLAND,OR97520 		85-3168023 501(C)(3) 96,000 0     PROVIDER WELLBEING GRANT
(89) ROGUE VALLEY YMCA
522 WEST 6TH ST
WEDFORD,OR97501 		93-0391645 501(C)(3) 82,350 0     PROVIDER EMERGENCY RELIEF FUND
(90) SAFE FAMILIES
PO BOX 2241
BEAVERTON,OR97075 		20-3822162 501(C)(3) 9,600 0     SAFE FAMILIES PROGRAM SUPPORT
(91) SCHOOLHOUSE SUPPLIES
4916 NE 122ND AVE
PORTLAND,OR97230 		20-4223437 501(C)(3) 15,000 0     HARTLEY ELEM 2021
(92) SET FREE SERVICES
1032 W MAIN ST
MEDFORD,OR97501 		82-0876602 501(C)(3) 7,500 0     PROVIDER EMERGENCY RELIEF FUND
(93) SOUL DISTRICT BUSINESS ASSOCIATION
PO BOX 11565
PORTLAND,OR97211 		93-0843715 501(C)(3) 12,500 0     2021 MLK DREAM RUN
(94) SOUTHERN OREGON FRIENDS OF HOSPICE
217 S MODOC AVE
MEDFORD,OR97504 		94-3453606 501(C)(3) 31,000 0     PROVIDER EMERGENCY RELIEF FUND
(95) STRAIGHTWAY SERVICES
1232 SW JEFFERSON ST 404
PORTLAND,OR97201 		26-3494129 501(C)(3) 43,500 0     IMPROVE HEALTH EQUITY
(96) THE HARBOR
PO BOX 1342
ASTORIA,OR97103 		93-0691750 501(C)(3) 6,800 0     COVID RELIEF GRANT
(97) THE LIVING ROOM
PO BOX 332
GLADSTONE,OR97027 		36-4737622 501(C)(3) 20,000 0     PEER SUPPORT
(98) THE SHADOW PROJECT
2154 NE BROADWAY
PORTLAND,OR97232 		65-1166066 501(C)(3) 20,000 0     SUPER SENSORY SPACES PROGRAM
(99) TILLAMOOK COUNTY HEALTH DEPARTMENT
PO BOX 489
TILLAMOOK,OR97141 		93-6002312 GOV 5,143 0     PROVIDER WELLBEING GRANT
(100) TILLAMOOK FAMILY COUNSELING CENTER
906 MAIN AVE
TILLAMOOK,OR97141 		93-0843383 501(C)(3) 199,171 0     PROVIDER WELLBEING GRANT
(101) TILLAMOOK SCHOOL DISTRICT 9 FOUNDATION
2510 1ST ST
TILLAMOOK,OR97141 		77-0592635 501(C)(3) 7,031 0     COVID RELIEF GRANT
(102) TRANSTION PROJECTS
665 NW HOYT ST
PORTLAND,OR97209 		93-0591582 501(C)(3) 6,000 0     IMPACT/STANDDOWN SPONSOR
(103) TRILLIUM FAMILY SERVICES INC
3415 SE POWELL
PORTLAND,OR97202 		93-0386966 501(C)(3) 125,000 0     2021 SPONSORSHIP
(104) URBAN LEAGUE OF PORTLAND
10 N RUSSELL ST
PORTLAND,OR97227 		93-0395590 501(C)(3) 10,000 0     ANNUAL EQUAL OPPORTUN
(105) VIRGINIA GARCIA
PO BOX 568
CORNELIUS,OR97113 		93-0717997 501(C)(3) 30,000 0     PARTNERS PROGRAM 2021/PROVIDER WELLBEING
(106) VOLUNTEERS OF AMERICA
3910 SE STARK ST
PORTLAND,OR97240 		93-0395591 501(C)(3) 21,500 0     CARELOGIC ENHANCED ACCESS
(107) WASHINGTON COUNTY DEPARTMENT OF HOUSING SERVICES
111 NE LINCOLN ST STE 200-L MS 63
HILLSBORO,OR97124 		93-6002316 GOV 7,000 0     TECHNOLOGY GRANT FOR SHELTERS
(108) WILLAMETTE WEEKLY
2220 NW QIUMBY ST
PORTLAND,OR97210 		93-0843156 CORP 10,000 0     GIVE! GUIDE 2021 SPON
(109) YAKIMA VALLEY FARM WORKERS CLINIC
PO BOX 190
TOPPENISH,WA98948 		91-1019392 501(C)(3) 13,143 0     PROVIDER WELLBEING GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
94
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
16
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: GRANTS AND OTHER ASSISTANCE ARE PROVIDED TO ORGANIZATIONS IN OUR SERVICE AREA WHO DEMONSTRATE A FINANCIAL NEED IN REGARD TO IMPROVING THE DELIVERY OF HEALTH SERVICES IN LINE WITH OUR EXEMPT PURPOSE AND MISSION. CAREOREGON CONSIDERS EACH CASE TO VERIFY THAT THE NEED IS DOCUMENTED, LEGITIMATE AND SUBSTANTIAL IN NATURE. FOLLOWING DISBURSEMENT OF FUNDS, FOLLOW-UP CONTACT IS PERFORMED, EITHER VERBALLY OR IN WRITING, TO VERIFY THE APPROPRIATE USE OF THE FUNDS, TO THE EXTENT POSSIBLE.
Schedule I (Form 990) 2021



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1ERIC C HUNTER
CEO, PRESIDENT & BOARD OF DIRECTOR 		(i)

(ii)		 525,473
-------------
0 		86,346
-------------
0 		1,340
-------------
0 		24,525
-------------
0 		14,780
-------------
0 		652,464
-------------
0 		0
-------------
0
2AMIT R SHAH
CHIEF MEDICAL OFFICER 		(i)

(ii)		 379,298
-------------
0 		50,792
-------------
0 		1,220
-------------
0 		24,525
-------------
0 		14,398
-------------
0 		470,233
-------------
0 		0
-------------
0
3AMY L DOWD
CHIEF OPERATIONS OFFICER 		(i)

(ii)		 303,529
-------------
0 		42,168
-------------
0 		920
-------------
0 		24,525
-------------
0 		21,694
-------------
0 		392,836
-------------
0 		0
-------------
0
4DOUGLAS R LUTHER
SR. MEDICAL DIRECTOR, OPERATIONS 		(i)

(ii)		 324,833
-------------
0 		33,032
-------------
0 		1,625
-------------
0 		24,432
-------------
0 		2,285
-------------
0 		386,207
-------------
0 		0
-------------
0
5JOHN BISCHOF
MEDICAL DIRECTOR - BEHAVIORAL HEALTH 		(i)

(ii)		 291,859
-------------
0 		20,487
-------------
0 		14,280
-------------
0 		24,525
-------------
0 		29,273
-------------
0 		380,424
-------------
0 		0
-------------
0
6ANDREW D LUTHER
MEDICAL DIRECTOR - CLINICAL SERVICES 		(i)

(ii)		 281,670
-------------
0 		18,195
-------------
0 		1,200
-------------
0 		22,962
-------------
0 		43,716
-------------
0 		367,743
-------------
0 		0
-------------
0
7TERESA K LEARN
CFO, BOARD TREASURER 		(i)

(ii)		 286,943
-------------
0 		39,505
-------------
0 		920
-------------
0 		22,318
-------------
0 		18,013
-------------
0 		367,699
-------------
0 		0
-------------
0
8MARY B ENGRAV
MED. DIRECTOR - BENEFIT/UTILIZATION 		(i)

(ii)		 289,230
-------------
0 		19,552
-------------
0 		1,340
-------------
0 		23,850
-------------
0 		28,837
-------------
0 		362,809
-------------
0 		0
-------------
0
9ALYSSA FRANZEN
MEDICAL DIRECTOR - VP DENTAL 		(i)

(ii)		 269,399
-------------
0 		26,711
-------------
0 		920
-------------
0 		23,022
-------------
0 		19,859
-------------
0 		339,911
-------------
0 		0
-------------
0
10REBECCA RAMSAY
VICE PRESIDENT, HOUSECALL PROVIDERS 		(i)

(ii)		 243,143
-------------
0 		25,906
-------------
0 		1,025
-------------
0 		23,855
-------------
0 		44,829
-------------
0 		338,758
-------------
0 		0
-------------
0
11NATHAN CORLEY
VICE PRESIDENT, INFO SVCS/ANALYTICS 		(i)

(ii)		 223,220
-------------
0 		23,295
-------------
0 		920
-------------
0 		21,214
-------------
0 		16,923
-------------
0 		285,572
-------------
0 		0
-------------
0
12JEREMIAH RIGSBY
CHIEF OF STAFF & SECRETARY 		(i)

(ii)		 193,441
-------------
0 		19,463
-------------
0 		1,425
-------------
0 		17,676
-------------
0 		2,123
-------------
0 		234,128
-------------
0 		0
-------------
0
13ERIN D FAIR
CHIEF STRATEGY OFFICER, BD SEC THRU 		(i)

(ii)		 123,491
-------------
0 		35,628
-------------
0 		27,265
-------------
0 		18,641
-------------
0 		16,070
-------------
0 		221,095
-------------
0 		0
-------------
0
14JAMES MASON
CHIEF EQUITY, DIVERSITY & INCLUSION 		(i)

(ii)		 171,603
-------------
0 		50
-------------
0 		510
-------------
0 		9,515
-------------
0 		18,375
-------------
0 		200,053
-------------
0 		0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A CAREOREGON REIMBURSED HEALTH CLUB DUES FOR ERIC C HUNTER, JEREMIAH RIGSBY, ERIN D FAIR, DOUGLAS R LUTHER, MARY B ENGRAV AND ANDREW D LUTHER, IN THE AMOUNT OF $420, $105, $40, $105, $420 AND $280 RESPECTIVELY. THIS REIMBURSEMENT WAS INCLUDED AS TAXABLE COMPENSATION TO THESE PARTIES.
Schedule J (Form 990) 2021

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Return Reference Explanation
FORM 990, PART III, LINE 1 CAREOREGON, INC. (CAREOREGON) IS A NONPROFIT HEALTH PLAN ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. CAREOREGON'S MISSION IS TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH. CAREOREGON CONTRACTS WITH SEVERAL COORDINATED CARE ORGANIZATIONS (CCOS) AND WITH THE OREGON HEALTH AUTHORITY (OHA) TO MANAGE CARE AND PROVIDE HEALTH CARE SERVICES TO MEDICAID ENROLLEES. CAREOREGON PROVIDES MANAGED CARE SERVICES TO APPROXIMATELY 497,000 OREGON HEALTH PLAN (MEDICAID) MEMBERS THROUGH ITS PARTNERSHIPS WITH THREE COORDINATED CARE ORGANIZATIONS, AND TO APPROXIMATELY 14,000 MEDICARE MEMBERS. OUR MEMBERS ARE LOCATED IN THE PORTLAND METROPOLITAN AREA, SOUTHERN OREGON, AND THE NORTHERN OREGON COASTAL COUNTIES. BY LISTENING TO OUR MEMBERS AND EXPLORING INNOVATIVE SOLUTIONS WITH OUR PROVIDERS AND COMMUNITIES, WE HELP OREGONIANS PREVENT ILLNESS AND LIVE BETTER LIVES. EVERY DAY, WE STRENGTHEN OUR COMMUNITIES BY MAKING HEALTH CARE WORK FOR EVERYONE. WE HELP HUNDREDS OF THOUSANDS OF OREGONIANS GET THE CARE THEY DESERVE. WE BELIEVE GOOD HEALTH IS MORE THAN HEALTH CARE. THAT'S WHY WE INVEST IN PROGRAMS THAT HELP PEOPLE GET HOUSING, HEALTHY FOOD, JOB TRAINING AND MORE. OUR MEMBERS' LIVES TOUCH COUNTLESS OTHER LIVES. WHEN THEY ARE STRONGER, WE ARE ALL STRONGER. THAT'S THE CAREOREGON EFFECT.
PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENT OREGON HEALTH PLAN (MEDICAID) PROGRAM THROUGH THE CCOS, CAREOREGON PROVIDES HEALTH CARE SERVICES TO NEARLY 500,000 MEDICAID MEMBERS BY CONTRACTING WITH NETWORKS OF COMMUNITY AND PRIVATE MEDICAL PROVIDERS THROUGHOUT THE STATE OF OREGON. THESE SERVICES RESULT IN BETTER ACCESS TO QUALITY HEALTH CARE, LOWER COSTS, AND IMPROVED CARE FOR OUR MEMBERS AND FOR THE COMMUNITIES WE SERVE. WE WORKED STRATEGICALLY WITH OUR BOARD OF DIRECTORS, PROVIDER NETWORK AND COMMUNITY BENEFIT ORGANIZATIONS AND DEMONSTRATED OUR COMMITMENT TO MINIMIZE HEALTH DISPARITIES FOR OUR MEMBERS OF COLOR, THOSE MOST HARMED BY SYSTEMATIC AND STRUCTURAL OPPRESSION IN THE COMMUNITY WE SERVE. OUR COMMITMENT WAS DEMONSTRATED BY US PLAYING A VITAL ROLE IN SOCIAL DETERMINANTS OF HEALTH SPENDING IN OUR OPERATING TERRITORY. WE CONTINUE TO FOCUS ON OUR MEMBERS' ACCESS TO ESSENTIAL SERVICES SUCH AS HOUSING, EDUCATION AND HEALTHY FOOD, AND CARE INTEGRATION BY ENSURING OUR MEMBERS HAVE ACCESS TO CULTURALLY AND LINGUISTICALLY APPROPRIATE CARE THAT IS COORDINATED ACROSS PRIMARY, SPECIALTY, BEHAVIORAL AND ORAL HEALTH. IN ADDITION TO TRADITIONAL HEALTH CARE SPENDING, CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED APPROXIMATELY $7.0 MILLION IN HEALTH-RELATED SERVICES SPENDING FOR THE YEAR ENDED DECEMBER 31, 2021. HEALTH-RELATED SERVICES ARE NON-COVERED SERVICES THAT ARE OFFERED AS A SUPPLEMENT TO COVERED BENEFITS TO IMPROVE CARE DELIVERY AND OVERALL MEMBER AND COMMUNITY HEALTH AND WELL-BEING. EXAMPLES OF HEALTH-RELATED SERVICES INCLUDE BUT NOT LIMITED TO HOUSING IMPROVEMENTS AND SERVICES OR SUPPORTS, HEALTHY FOOD, EDUCATION, EMPLOYMENT AND LEGAL SUPPORT AND TRANSPORTATION. WE PRIORITIZED SUPPORTING OUR PROVIDER NETWORKS' ABILITY TO MAINTAIN THE VITAL SERVICES THEY OFFER OUR MEMBERS IN SEVEN COUNTIES ACROSS THE STATE. ACCESSING MENTAL HEALTH CARE WAS DIFFICULT EVEN BEFORE COVID-19. WE SAW A WORSENING OF CONDITIONS AMONG PEOPLE WITH SUBSTANCE ABUSE AND OTHER MENTAL HEALTH ISSUES. CAREOREGON'S ANSWER WAS UNIQUE AMONG THE STATE'S 16 COORDINATED CARE ORGANIZATIONS: A FIRST-EVER $7.5 MILLION EMERGENCY FUND FOR MENTAL HEALTH CARE PROVIDERS. THIS LIFELINE HELPED KEEP DOORS OPEN IN SEVEN OF OREGON'S MOST POPULOUS COUNTIES. OUR PROVIDER EMERGENCY RELIEF FUND INCLUDED HEALTH CENTERS AT TWO HIGH SCHOOLS IN THE NORTH CLACKAMAS SCHOOL DISTRICT; OUR $250,000 GRANT SUPPORTED STAFFING. AFTER TWO YEARS OF DELAYED HEALTH CARE, CHILDREN'S NEED FOR HEALTH AND WELLNESS CARE IS ESPECIALLY GREAT. THE NEW FACILITIES OPENED IN FALL 2021 TO SERVE STUDENTS K-12. PHYSICAL HEALTH SCREENINGS AND ROUTINE CARE, CLEANINGS BY A DENTAL HYGIENIST, AND MENTAL HEALTH SERVICES ARE OFFERED, REGARDLESS OF INSURANCE OR IMMIGRATION STATUS. CAREOREGON DENTAL INITIATED A PILOT PREVENTIVE TELEDENTISTRY PROGRAM FOR CHILDREN, ENABLING THREE DENTAL PARTNERS CLACKAMAS HEALTH CENTERS, NEIGHBORHOOD HEALTH CENTER AND VIRGINIA GARCIA MEMORIAL HEALTH CENTER TO OFFER VIDEO DENTAL APPOINTMENTS TO MEMBERS IN THE PORTLAND AREA. THE PROGRAM AIMED TO INCREASE MEMBERS' ACCESS TO DENTAL CARE AND INTRODUCE A VIRTUAL OPTION FOR SEEING DENTAL PROVIDERS. CAREOREGON DENTAL PROVIDED DENTAL PARTNERS WITH DENTAL HYGIENE KITS FOR YOUNG PATIENTS AND THEIR PARENTS. DENTAL CLINICS SENT 76 OF THESE PACKAGES TO FAMILIES, PRE-APPOINTMENT, EQUIPPING THEM WITH GUIDANCE FOR VIDEO APPOINTMENTS, TOOTHBRUSHES, TOOTHPASTE, FLOSS AND A FLUORIDE APPLICATION KIT. DURING THE TELEDENTISTRY VISIT, DENTAL STAFF EMPLOYED MOTIVATIONAL INTERVIEWING TO REVIEW NUTRITION AND ORAL HYGIENE INSTRUCTIONS, AND HELP PARENTS APPLY FLUORIDE VARNISH TO THEIR KIDS' TEETH.
PART III, LINE 4B PROGRAM SERVICE ACCOMPLISHMENT MEDICARE PLAN ON BEHALF OF HEALTH PLAN OF CAREOREGON, CAREOREGON ADMINISTERS CAREOREGON ADVANTAGE(COA)PLUS, A MEDICARE SPECIAL NEEDS PLAN (SNP). COA PLUS PROVIDES CONTINUITY OF COVERAGE FOR MEMBERS WHO ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID. THE CONTINUITY BENEFITS BOTH PATIENTS AND PROVIDERS BY ENSURING A COORDINATED AND CONVENIENT MEANS OF RECEIVING AND DELIVERING QUALITY CARE. OUR MEDICARE PLANS SERVED APPROXIMATELY 14,000 MEMBERS IN 2021. IN THE SECOND YEAR OF THE PANDEMIC, WE INCREASED CERTAIN BENEFIT OFFERINGS DURING THE YEAR, SUCH AS OUR OVER-THE-COUNTER MEMBER BENEFIT FOR HEALTHY FOOD AND PROVIDED A VALUE-BASED INSURANCE DESIGN (VBID) PROGRAM, WHICH RESULTED IN AN ADDITIONAL $9.3 MILLION OF ADDITIONAL MEDICAL COSTS. WE ALSO DISTRIBUTED INCENTIVE SUPPORT FUNDS OF $2.5 MILLION TO PARTICIPATING PROVIDERS TO IMPROVE PERFORMANCE ON MEDICARE STAR MEASURES.
PART III, LINE 4C PROGRAM SERVICE ACCOMPLISHMENT COMMUNITY REINVESTMENT WITH CAREOREGON'S GOAL OF CONTINUOUSLY INVESTING IN THE COMMUNITIES WE SERVE, WE MADE IMPACTFUL COMMUNITY REINVESTMENTS TO OTHER NONPROFIT CHARITABLE ORGANIZATIONS THAT STRIVE TO IMPROVE HEALTH CARE IN OREGON AND TO IMPROVE THE HEALTH CARE STATUS OF VULNERABLE AND UNDERSERVED POPULATIONS. IN 2021, WE AWARDED AN UNPRECEDENTED $11.6 MILLION TO COMMUNITY-BASED ORGANIZATIONS, INCLUDING OUR PROVIDER NETWORKS. CAREOREGON RECOGNIZES THAT A HOST OF FACTORS KNOWN AS SOCIAL DETERMINANTS OF HEALTH AFFECTS WELL-BEING. OUR GRANT-MAKING INCLUDES AN EYE FOR PARTNERSHIPS THAT POSITIVELY IMPACT THESE INFLUENCES. BOYS & GIRLS CLUBS GO ALL OUT TO PUT YOUNG PEOPLE ON THE PATH TO A GREAT FUTURE, WHICH MADE THE PORTLAND METROPOLITAN AREA CLUBS A NATURAL FIT FOR CAREOREGON. WE ANNOUNCED A 10-YEAR, $2 MILLION COLLABORATIVE PARTNERSHIP WITH THEIR ROCKWOOD LOCATION. THE NEWLY RENAMED CAREOREGON BOYS & GIRLS CLUB AT ROCKWOOD IS WHERE A HIGHER PERCENTAGE OF RESIDENTS IN NEARBY ZIP CODES QUALIFY FOR THE OREGON HEALTH PLAN THAN ANYWHERE ELSE IN THE STATE. A $2.5 MILLION INVESTMENT ENABLED PORTLAND FIRE & RESCUE TO LAUNCH COMMUNITY HEALTH ASSESS & TREAT (CHAT) IN THE BUREAU'S NEW COMMUNITY HEALTH DIVISION. THE PILOT PROGRAM, WHICH AIMS TO IMPROVE EQUITY AND ACCESS, ADDRESSES A MAJOR GAP IN COMMUNITY HEALTH. IN OCTOBER, CHAT BEGAN A 12-MONTH TEST OF A NOVEL APPROACH WITH CAREOREGON MEMBERS AND OTHERS WHO CALL 911 FOR LOWER-RISK MEDICAL CONCERNS. THESE 911 CALLS ARE DIRECTED TO THE SPECIALLY TRAINED CHAT MEDICS. THEY ASSESS THE COMMUNITY MEMBERS FACE-TO-FACE, PROVIDE PROMPT CARE AND, IF NEEDED, GUIDE THEM TO OTHER RESOURCES, INCLUDING THE OREGON HEALTH PLAN. THE MEDICS ALSO OFFER A FOLLOW-UP VISIT 24 HOURS LATER, AND EDUCATION ABOUT PREVENTIVE CARE. GOOD HEALTH CARE RELIES ON PATIENTS AND PROVIDERS COMMUNICATING WELL. WITH A $250,000 TWO-YEAR GRANT TO THE OREGON HEALTH CARE INTERPRETERS ASSOCIATION, CAREOREGON IS HELPING BUILD WORKFORCE CAPACITY AND CLEARER COMMUNICATION BETWEEN CARE TEAMS AND ENGLISH-LEARNER MEMBERS. THE GRANT IS ENABLING CURRENT AND PROSPECTIVE INTERPRETERS TO COMPLETE TRAINING COURSES AND UNDERGO STATE CREDENTIALING.
PART III, LINE 4D OTHER PROGRAMS THE CCOS WE SUPPORT PROVIDE ACCESS FOR APPROXIMATELY 500,000 LOW-INCOME OREGONIANS. OUR WORK INVOLVES COORDINATING QUALITY HEALTH CARE FOR MEMBERS AND CONTRACTING WITH PUBLIC AND PRIVATE PROVIDERS TO PROVIDE HEALTH CARE SERVICES, INCLUDING PHYSICAL, MENTAL AND ORAL HEALTH. WE PROVIDE CUSTOMER SERVICE FUNCTIONS FOR THESE CCOS, ASSIST WITH HEALTH IMPROVEMENT PLANS FOR THE VARIOUS COMMUNITIES AND PROVIDE TECHNICAL SUPPORT FOR INFORMATION SERVICES, HUMAN RESOURCES, COMMUNICATIONS, PROCESS IMPROVEMENT AND OTHER FUNCTIONS. THESE SERVICES RESULT IN BETTER ACCESS TO QUALITY HEALTH CARE, LOWER COSTS, AND IMPROVED CARE FOR OUR MEMBERS AND FOR THE COMMUNITIES WE SERVE. TO REFLECT OUR CRITICAL ROLE IN THE COMMUNITY, OUR BOARD OF DIRECTORS TOOK A MAJOR STEP BY CREATING A NEW CHIEF EQUITY DIVERSITY & INCLUSION OFFICER (CEDIO) POSITION TO LEAD INTERNAL AND EXTERNAL EFFORTS TO ADDRESS THE ONGOING HEALTH DISPARITIES IN THE COMMUNITIES IT SERVES. THE PANDEMIC CHANGED EVERYTHING ABOUT WORKFORCE ENVIRONMENT AND EXPECTATIONS, INCLUDING AT CAREOREGON. WE ADOPTED LONG-TERM REMOTE WORK AND SCHEDULING FLEXIBILITY FOR ALL APPROPRIATE POSITIONS, ACCOMMODATING THE DESIRE FOR WORK-LIFE BALANCE. TO HELP MEET THOSE NEEDS, THE COMPANY INSTITUTED EMPLOYEE RESOURCE GROUPS (ERGS) AND A SABBATICAL PROGRAM, AND ELEVATED PERSONAL AND PROFESSIONAL DEVELOPMENT INTO A STRATEGIC INITIATIVE.
PART IV, LINE 12/12A CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2021, AN AUDIT WAS PERFORMED ON THE CONSOLIDATED ENTITY WHICH INCLUDES CAREOREGON, INC., HEALTH PLAN OF CAREOREGON, INC., CARE ACCESS LLC, COLUMBIA PACIFIC CCO, LLC, JACKSON COUNTY CCO, LLC, HOUSECALL PROVIDERS SERVICES LLC, AND HOUSECALL PROVIDERS, PC. IN ADDITION, STATUTORY AUDITS WERE PERFORMED ON HEALTH PLAN OF CAREOREGON, INC., COLUMBIA PACIFIC CCO, LLC AND JACKSON COUNTY CCO, LLC ON A STANDALONE BASIS FOR THE PURPOSE OF REGULATORY FILING FOR THE YEAR ENDED DECEMBER 31, 2021.
FORM 990, PART VI, SECTION A, LINE 2 AMIT SHAH, MD IS A CHIEF MEDICAL OFFICER OF CAREOREGON AND SERVES AS A MEMBER OF BOARD OF DIRECTORS OF HOUSECALL PROVIDERS, PC. SHAH HOLDS 51% OWNERSHIP AND CAREOREGON HOLDS 49% OF HOUSECALL PROVIDERS, PC WHICH IS A FULLY CONSOLIDATED SUBSIDIARY OF CAREOREGON FOR FINANCIAL REPORTING PURPOSES. DOUGLAS LUTHER AND ANDREW LUTHER HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11B CAREOREGON'S FORM 990, WHICH IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM USING INFORMATION PROVIDED BY MANAGEMENT, GOES THROUGH MULTIPLE LAYERS OF REVIEW BEFORE IT IS REVIEWED BY THE CFO, FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED AND DISCUSSED AT THE FINANCE COMMITTEE MEETING. ALL REVIEWERS ARE GIVEN TIME TO RESPOND WITH ANY REVISIONS. AFTER INCORPORATION OF ALL REVISIONS, THE FORM 990 IS REDISTRIBUTED TO THE REVIEWERS FOR A FINAL REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY OF CAREOREGON IS DISTRIBUTED TO THE BOARD MEMBERS ANNUALLY. IT APPLIES TO DIRECTORS, OFFICERS AND KEY EMPLOYEES (ON THE BASIS OF TESTS SET FORTH IN IRS FORM 990), AND ANY OTHER INDIVIDUAL IN A POSITION TO EXERCISE SIGNIFICANT INFLUENCE OVER A DECISION HAVING MATERIAL ECONOMIC IMPACT FOR CAREOREGON (COLLECTIVELY COVERED PERSONS). THE CONFLICT-OF-INTEREST POLICY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD. AN ANNUAL CONFLICT OF INTEREST DECLARATION AND INDEPENDENCE QUESTIONNAIRE IS DISTRIBUTED TO ALL COVERED PERSONS. THROUGH THE DISTRIBUTED DOCUMENT, EACH COVERED PERSON SIGNS AND ACKNOWLEDGES THEIR COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY AND REPORTS FAMILY AND BUSINESS RELATIONSHIPS THAT ARE USED TO DETERMINE THE INDEPENDENCE OF A DIRECTOR PURSUANT TO THE DEFINITION AND TESTS SET FORTH IN IRS FORM 990. THE GOVERNANCE COMMITTEE REVIEWS THE RESPONSES TO THE ANNUAL QUESTIONNAIRES AND MAKES RECOMMENDATIONS TO THE FULL BOARD ON ANY RESOLUTIONS OR ACTIONS REQUIRED TO MITIGATE ANY CONFLICTS OF INTEREST. FOR 2021, THERE WERE NO CONFLICTS OF INTEREST REQUIRING RESOLUTION OR ACTIONS. AT THE BEGINNING OF EACH MEETING OF THE BOARD OF DIRECTORS, THE CHAIR ASKS ALL MEMBERS PRESENT TO DECLARE ANY CONFLICTS OF INTEREST SO THE BOARD IS UPDATED ON ANY NEW CONFLICTS THAT MAY HAVE ARISEN SINCE THE LAST ANNUAL QUESTIONNAIRE. ALL SIGNED CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENTS AND INDEPENDENCE QUESTIONNAIRES ARE RETAINED AT CAREOREGON'S OFFICE. IF FOR A SPECIFIC MATTER REQUIRING BOARD ACTION, A CONFLICT OF INTEREST EXISTS, AS DETERMINED BY THE BOARD, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING, DISCLOSING THE EXISTENCE OF HIS OR HER INTEREST AND SHALL DISCLOSE ALL MATERIAL FACTS. FOLLOWING THE PERSON'S DISCLOSURES AND AFTER ANY DISCUSSION WITH THE BOARD, THE INDIVIDUAL LEAVES THE MEETING WHILE THE BOARD INDEPENDENTLY DISCUSSES THE MATTER BEFORE IT VOTES ON THE PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF THERE IS REASONABLE QUESTION ABOUT THE APPROPRIATENESS OF THE PROPOSED TRANSACTION OR ARRANGEMENT, THE CHAIR SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTIONS OR ARRANGEMENTS. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL EVALUATE THE RESULTING ALTERNATIVES PRESENTED BY THE APPOINTED PERSON OR COMMITTEE. IF AN APPROPRIATE CONFLICT-FREE ALTERNATIVE IS NOT REASONABLY ATTAINABLE, THE BOARD SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE ORIGINAL TRANSACTION OR ARRANGEMENT IS IN CAREOREGON'S BEST INTEREST, FOR CAREOREGON'S OWN BENEFIT, WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO CAREOREGON, AND WHETHER THE TRANSACTION IS IN COMPLIANCE WITH ALL APPLICABLE LAWS AND REGULATIONS. THE BOARD SHALL THEN VOTE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH THE EVALUATION OF THE FOREGOING.
FORM 990, PART VI, SECTION B, LINE 15 MARKET DATA ON THE TOTAL COMPENSATION PACKAGE FOR EXECUTIVE POSITIONS IS PROVIDED ANNUALLY BY AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT USING COMPARABLE ORGANIZATIONS BY INDUSTRY, PROFIT/NON-PROFIT STATUS AND REVENUE SIZE. THE COMPENSATION COMMITTEE, CONSISTING OF A MAJORITY OF INDEPENDENT BOARD MEMBERS, REVIEWS MARKET DATA, EVALUATES CEO PERFORMANCE AND REVIEWS CEO RECOMMENDATIONS FOR COMPENSATION FOR OTHER EXECUTIVE OFFICERS. THE COMMITTEE PRESENTS ITS RECOMMENDATIONS FOR CEO TO THE BOARD. DECISIONS ARE MADE IN A BOARD MEETING. THE BOARD REVIEWS THE RECOMMENDATION FOR THE COMPENSATION OF ALL OTHER EMPLOYEES AS PART OF THE BUDGET APPROVAL PROCESS. THE PROCESS OF DETERMINING THE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND KEY OFFICERS INCLUDES A REVIEW OF AN INDEPENDENT CONSULTANT'S REPORT OF COMPARABLE SALARIES OF SIMILAR ORGANIZATIONS AND IS GUIDED BY WRITTEN COMPENSATION PRACTICES. WITH THE CEO AND ALL OTHER OFFICERS ABSENT FROM THE MEETINGS, THE BOARD APPROVES THE SALARY OF THE CEO. THIS PROCESS WAS LAST UNDERTAKEN ON MARCH 11, 2022 FOR THE CEO, AND THE CEO'S RECOMMENDATIONS FOR OTHER OFFICERS. THERE IS CONTEMPORANEOUS DOCUMENTATION OF THIS PROCESS AND THE RESULTS.
FORM 990, PART VI, SECTION C, LINE 19 THE TAX RETURN INFORMATION IS AVAILABLE UPON REQUEST. WHILE NO REQUIREMENT TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXISTS, CAREOREGON WILL CONSIDER ALL REQUESTS FOR THESE DOCUMENTS ON A CASE-BY-CASE BASIS.
FORM 990, PART XI, LINE 9: TRANSFER TO HOUSECALL PROVIDERS, PC -2,600,000.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
CAREOREGON INC
 
Employer identification number

93-0933975
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) COLUMBIA PACIFIC CCO LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
45-5532847 		MEDICAID MANAGED HEALTH CARE PLAN OR 203,997,798 52,112,861 CAREOREGON INC
 
(2) JACKSON COUNTY CCO LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
45-5499608 		MEDICAID MANAGED HEALTH CARE PLAN OR 313,416,805 44,496,187 CAREOREGON INC
 
(3) HOUSECALL PROVIDERS SERVICES LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
82-1474020 		HOME-BASED CARE AND HOSPICE SERVICES OR 6,753,809 2,647,454 CAREOREGON INC
 
(4) CARE ACCESS LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
27-0630449 		MEDICAL BUILDING OR 332,395 4,354,220 CAREOREGON INC
 




Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)HEALTH PLAN OF CAREOREGON INC
315 SW FIFTH AVENUE

PORTLAND,OR97204
46-3264330 		MEDICARE HEALTH PLAN OR 501(C)(3) LINE 10 CAREOREGON INC
 
Yes
 
(2)HOUSECALL PROVIDERS PC
315 SW FIFTH AVENUE

PORTLAND,OR97204
82-1663503 		MEDICAL CARE, INTEGRATING PRIMARY AND PALLIATIVE SERVICES OR 501(C)(3) LINE 3 CAREOREGON INC
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) HEALTH PLAN OF CAREOREGON

 O 18,080,356 ALLOCATION OF EMPLOYEE COSTS
(2) HEALTH PLAN OF CAREOREGON

 N 5,548,359 ALLOCATION OF OPERATING EXPENSES
(3) HEALTH PLAN OF CAREOREGON

 Q 2,580,772 SPECIFICALLY IDENTIFIABLE COSTS
(4) HOUSECALL PROVIDERS PC

 O 7,895,597 ALLOCATION OF EMPLOYEE COSTS
(5) HOUSECALL PROVIDERS PC

 N 198,829 ALLOCATION OF OPERATING EXPENSES
(6) HOUSECALL PROVIDERS PC

 M 1,329,045 SPECIFICALLY IDENTIFIABLE COSTS
(7) HOUSECALL PROVIDERS PC

 Q 895,015 SPECIFICALLY IDENTIFIABLE COSTS
(8) HOUSECALL PROVIDERS PC

 R 2,600,000 EQUITY TRANSFER
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2021

Additional Data


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