Form990


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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 $ 2,524,557,068
F Name and address of principal officer:
ERIC HUNTER
315 SW 5TH AVE
PORTLAND,OR97204
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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  
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 1,628
6 Total number of volunteers (estimate if necessary) ............. 6 144
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,694
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) ......... 2,147,972 1,070,240
9 Program service revenue (Part VIII, line 2g) ......... 2,138,042,237 2,449,130,145
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 18,883,661 32,810,665
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 137,081 265,924
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,159,210,951 2,483,276,974
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 45,760,265 60,250,689
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) 134,363,992 176,511,168
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 316,544    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,870,887,810 2,196,339,834
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,051,012,067 2,433,101,691
19 Revenue less expenses. Subtract line 18 from line 12....... 108,198,884 50,175,283
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,170,734,548 1,282,104,525
21 Total liabilities (Part X, line 26)............. 504,144,854 540,970,963
22 Net assets or fund balances. Subtract line 21 from line 20..... 666,589,694 741,133,562
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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 $ 2,204,721,542 including grants of $   ) (Revenue $ 2,375,141,735 )
OREGON HEALTH PLAN (MEDICAID) PROGRAM - SEE SCHEDULE O
4b (Code:   ) (Expenses $ 35,306,566 including grants of $   ) (Revenue $ 36,953,074 )
MEDICARE PLAN - SEE SCHEDULE O
4c (Code:   ) (Expenses $ 60,250,689 including grants of $ 60,250,689 ) (Revenue $   )
COMMUNITY REINVESTMENT - SEE SCHEDULE O
(Code:   ) (Expenses $ 27,096,407 including grants of $   ) (Revenue $ 37,031,642 )
THE CCOS WE SUPPORT PROVIDE ACCESS FOR APPROXIMATELY 516,000 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.
4d Other program services (Describe in Schedule O.)
(Expenses $ 27,096,407 including grants of $   ) (Revenue $ 37,031,642 )
4e Total program service expenses2,327,375,204
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
11d
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
4,659
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 (2023)
Form 990 (2023)
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
1,628
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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:
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, or any disqualified or other person 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 (2023)
Form 990 (2023)
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
13
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
12
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 filed
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:
TERESA KENNEDY LEARN CFO315 SW 5TH AVENUE   PORTLAND,OR97204 (503) 416-1415
Form 990 (2023)
Form 990 (2023)
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, box 6 of 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) DAMIEN R HALL......................................................................
BOARD CHAIR
 4.00
.................
1.25 		X   X       0 0 0
(2) SUSAN M HENNESSY......................................................................
BOARD VICE CHAIR
 4.00
.................
1.25 		X   X       0 0 0
(3) KERRY BARNETT......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(4) ANDREW MCCULLOCH......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(5) GLENN S RODRIQUEZ......................................................................
BOARD OF DIRECTOR (THRU 03/23)
 4.00
.................
1.25 		X           0 0 0
(6) BRENDA I JOHNSON......................................................................
BOARD OF DIRECTOR (THRU 03/23)
 4.00
.................
1.25 		X           0 0 0
(7) HYOSUK RHEE......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(8) TAEKYUNG HAN......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(9) GINA F NIKKEL......................................................................
BOARD OF DIRECTOR (THRU 03/23)
 4.00
.................
1.25 		X           0 0 0
(10) WOODRUFF J ENGLISH II......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(11) LARRY GAINES DIDWAY JR......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(12) JACQUELINE MERCER......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(13) JONATHAN PAUL BETLINSKI......................................................................
BOARD OF DIRECTOR
 4.00
.................
1.25 		X           0 0 0
(14) TINA EDLUND......................................................................
BOARD OF DIRECTOR (EFF. 05/23)
 4.00
.................
1.25 		X           0 0 0
(15) KIM HELLER......................................................................
BOARD OF DIRECTOR (EFF. 05/23)
 4.00
.................
1.25 		X           0 0 0
(16) ERIC C HUNTER......................................................................
CEO, PRESIDENT & BOARD OF DIRECTOR
 40.00
.................
6.96 		X   X       831,546 0 46,048
(17) TERESA K LEARN......................................................................
CFO, BOARD TREASURER
 40.00
.................
4.85 		    X       398,421 0 48,676
Form 990 (2023)
Form 990 (2023)
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
.......................8.00 		    X       270,022 0 29,821
(19) AMIT R SHAH........................................................................
CHIEF MEDICAL OFFICER
 40.00
.......................7.36 		      X     583,540 0 59,017
(20) AMY L DOWD........................................................................
CHIEF OPERATIONS OFFICER
 40.00
.......................6.96 		      X     442,377 0 66,259
(21) JAMES L MASON........................................................................
CHIEF EQUITY, DIVERSITY & INCLUSION OFFICER
 40.00
.......................6.47 		      X     339,112 0 53,019
(22) NORA R LEIBOWITZ........................................................................
CHIEF STRATEGY OFFICER
 40.00
.......................7.03 		      X     339,554 0 50,220
(23) NATHAN CORLEY........................................................................
VICE PRESIDENT, INFO SVCS/ANALYTICS
 40.00
.......................6.96 		      X     313,853 0 42,677
(24) REBECCA S RAMSAY........................................................................
VICE PRESIDENT, HOUSECALL PROVIDERS
 40.00
.......................8.00 		      X     323,460 0 71,487
(25) DOUGLAS R LUTHER........................................................................
SR. MEDICAL DIRECTOR, OPERATIONS
 40.00
.......................7.56 		        X   386,186 0 30,435
(26) JOHN BISCHOF........................................................................
MEDICAL DIRECTOR - BEHAVIORAL HEALTH
 40.00
.......................10.00 		        X   372,505 0 60,126
(27) ALYSSA FRANZEN........................................................................
MEDICAL DIRECTOR - VP DENTAL
 40.00
.......................0.00 		        X   368,940 0 51,186
(28) MARY B ENGRAV........................................................................
MED. DIRECTOR - BENEFIT/UTILIZATION
 40.00
.......................7.04 		        X   358,864 0 62,312
(29) ANDREW D LUTHER........................................................................
MEDICAL DIRECTOR - CLINICAL SERVICES
 40.00
.......................0.00 		        X   353,607 0 69,752


1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 5,681,987 0 741,035
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 374
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 1,977,913
BUCHALTER

1000 WILSHIRE BLVD SUITE 1500
LOS ANGELES,CA90017 		LEGAL AND PROFESSIONAL SERVICES 1,043,418
JOHNSON CONTROLS FIRE PROTECTION LP

DEPT CH 10320
PALATINE,IL60055 		BUILDING IMPROVEMENT 652,672
ZELIS PAYMENT HOLDINGS

PO BOX 874488
KANSAS CITY,MO64187 		HEALTHCARE BUSINESS SOLUTIONS 616,685
WAKELY CONSULTING GROUP

120 N WASHINGTON SQ SUITE 705
LANSING,MI48933 		ACTUARIAL SERVICES AND CONSULTING 578,726
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 31
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 849,921
f All other contributions, gifts, grants, and similar amounts not included above1f 220,319
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 1,070,240
Program Service RevenueAmt Business Code
2a PREMIUM REVENUE 524114 2,375,141,735 2,375,141,735    
b MANAGEMENT SERVICE REV 541611 63,220,589 63,220,589    
c HOME HEALTHCARE SERVIC 621610 10,306,631 10,306,631    
d CARE COORDINATION SERV 624190 464,465 464,465    
e
f All other program service revenue. -3,275 -6,969 3,694  
g Total. Add lines 2a–2f ..... 2,449,130,145
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 32,124,258     32,124,258
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 285,673  
b Less: rental expenses 6b 19,909  
c Rental income or (loss) 6c 265,764  
d Net rental income or (loss)....... 265,764     265,764
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 40,162,326 1,784,266
b Less: cost or other basis and sales expenses 7b 39,114,414 2,145,771
c Gain or (loss) 7c 1,047,912 -361,505
d Net gain or (loss)......... 686,407     686,407
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..      
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..        
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..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue .... 160     160
e Total. Add lines 11a–11d ...... 160
12 Total revenue. See instructions..... 2,483,276,974 2,449,126,451 3,694 33,076,589
Form 990 (2023)
Form 990 (2023)
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 .... 60,250,689 60,250,689
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 ........... 3,952,580 1,546,140 2,406,440  
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........ 85,948,568 61,300,624 24,530,271 117,673
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 10,817,818 7,090,069 3,727,749  
9 Other employee benefits ....... 54,981,895 37,896,486 16,940,789 144,620
10 Payroll taxes ........... 20,810,307 13,720,817 7,053,722 35,768
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 933,293   933,293  
c Accounting ........... 359,861   359,861  
d Lobbying ........... 23,789   23,789  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 1,446,038   1,446,038  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 35,581,936 14,601,357 20,979,038 1,541
12 Advertising and promotion .... 932,453 908,652 23,543 258
13 Office expenses ....... 3,306,153 1,605,720 1,697,435 2,998
14 Information technology ...... 17,857,278 384,244 17,472,378 656
15 Royalties ..        
16 Occupancy ........... 2,815,017 232,110 2,576,130 6,777
17 Travel ............ 453,351 287,112 163,517 2,722
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 829,441 338,975 489,507 959
20 Interest ........... -149,918   -149,918  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 1,680,685 575 1,680,110  
23 Insurance ... 410,988   410,988  
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 2,123,907,276 2,123,907,276    
b
c
d
e All other expenses 5,952,193 3,304,358 2,645,263 2,572
25 Total functional expenses. Add lines 1 through 24e 2,433,101,691 2,327,375,204 105,409,943 316,544
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 10,905 1 11,462
2 Savings and temporary cash investments ......... 307,216,254 2 187,063,349
3 Pledges and grants receivable, net ...... 132,523 3 0
4 Accounts receivable, net ............. 37,610,128 4 21,798,550
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 ........... 39,685,435 7 54,450,189
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 6,218,909 9 10,561,247
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 58,171,848
b Less: accumulated depreciation 10b 36,091,045 14,943,066 10c 22,080,803
11 Investments—publicly traded securities . 701,812,946 11 886,577,728
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .. 0 13 139,088
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 63,104,382 15 99,422,109
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,170,734,548 16 1,282,104,525
Liabilities 17 Accounts payable and accrued expenses ..... 137,840,742 17 99,804,842
18 Grants payable ...   18  
19 Deferred revenue ......... 229,722 19 922,780
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 366,074,390 25 440,243,341
26 Total liabilities. Add lines 17 through 25.. 504,144,854 26 540,970,963
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 666,094,582 27 741,116,300
28 Net assets with donor restrictions ........... 495,112 28 17,262
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 666,589,694 32 741,133,562
33 Total liabilities and net assets/fund balances ........ 1,170,734,548 33 1,282,104,525
Form 990 (2023)
Form 990 (2023)
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
2,483,276,974
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,433,101,691
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
50,175,283
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
666,589,694
5
Net unrealized gains (losses) on investments ...............
5
51,368,585
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
-27,000,000
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
741,133,562
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
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
2023
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 254,954 340,367 706,598 2,147,972 1,070,240 4,520,131
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 1,212,569,748 1,708,753,304 1,882,708,333 2,138,045,963 2,449,126,451 9,391,203,799
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 1,212,824,702 1,709,093,671 1,883,414,931 2,140,193,935 2,450,196,691 9,395,723,930
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.) 9,395,723,930
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6... 1,212,824,702 1,709,093,671 1,883,414,931 2,140,193,935 2,450,196,691 9,395,723,930
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 8,718,426 9,496,862 13,594,382 22,412,544 32,409,931 86,632,145
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 8,718,426 9,496,862 13,594,382 22,412,544 32,409,931 86,632,145
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. 246,730 -2,281 -402 -3,726 3,694 244,015
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.).. 1,221,789,858 1,718,588,252 1,897,008,911 2,162,602,753 2,482,610,316 9,482,600,090
14
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
15
15
99.080 %
16
16
99.230 %
Section D. Computation of Investment Income Percentage
17
17
0.910 %
18
18
0.760 %
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 2023 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-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


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
2023
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) (2023)
Schedule B (Form 990) (2023) 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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ...................... 47,254  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 272,226  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 319,480  
d Other exempt purpose expenditures ............................................................................... 2,432,782,211  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 2,433,101,691  
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) 2019 (b) 2020 (c) 2021 (d) 2022 (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 207,223 245,906 295,389 319,480 1,067,998
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 33,513 37,508 46,007 47,254 164,282
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
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) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
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 .....   2,549,188 2,549,188
b Buildings ....   31,740,775 13,948,267 17,792,508
c Leasehold improvements   423,238 231,294 191,944
d Equipment ....   5,372,079 4,850,697 521,382
e Other .....   18,086,568 17,060,787 1,025,781
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 22,080,803
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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.)right arrow  
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.)right arrow  
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. 84,600,000
(2)RISK CORRIDOR RECEIVABLE 4,084,000
(3)INTERCOMPANY RECEIVABLE 6,098,767
(4)OTHER ASSETS 4,639,342
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 99,422,109
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  
MEDICAL CLAIMS PAYABLE 247,558,410
PAY FOR PERFORMANCE PROVIDER PYBL 116,289,148
PREMIUM RECOUPMENT PAYABLE 12,188,125
RISK CORRIDOR PAYABLE 59,856,460
OTHER LIABILITIES 3,927,453
INTERCOMPANY PAYABLE 423,745



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 440,243,341
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) 2022

Schedule D (Form 990) 2022
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) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 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) 2023
Schedule F (Form 990) 2023
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) 2023
Schedule F (Form 990) 2023Page 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) 2023
Schedule F (Form 990) 2023
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) 2023
Schedule F (Form 990) 2023
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
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


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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
2023
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) ACCESS
3630 AVIATION WAY
MEDFORD,OR97504 		93-0665396 501(C)(3) 63,000 0     COMMUNITY BENEFIT INITIATIVE
(2) 4TH DIMENSION RECOVERY CENTER
11010 SE DIVISION ST SUITE 200
PORTLAND,OR97266 		46-2702985 501(C)(3) 13,500 0     EVENT SPONSORSHIP
(3) ADDICTIONS RECOVERY CENTER INC
1003 E MAIN ST SUTE 104
MEDFORD,OR97504 		93-0645605 501(C)(3) 1,500,000 0     STRATEGIC INITIATIVES GRANT
(4) AFRICAN FAMILY HOLISTIC HEALTH
PO BOX 30886
PORTLAND,OR97294 		47-3225048 501(C)(3) 10,000 0     COMMUNITY GIVING METRO AREA GRANT
(5) AFRICAN REFUGEE IMMIGRANT ORGANZATION
7535 NE GLISAN ST
PORTLAND,OR97213 		82-3421901 501(C)(3) 50,000 0     REDETERMINATION SUPPORT GRANT
(6) ARC OF MULTNOMAH CLACKAMAS
6929 NE HALSEY
PORTLAND,OR97213 		93-0439765 501(C)(3) 20,000 0     METRO AREA GRANT
(7) ASHLAND COMMUNITY HEALTH FOUNDATION
123 CLEAR CREEK DR STE 101
ASHLAND,OR97520 		93-0691238 501(C)(3) 1,000,000 0     STRATEGIC INITIATIVES GRANT
(8) ARISE AND SHINE
2895 SEE QUALL DR
GRESHAM,OR97080 		85-3419752 501(C)(3) 10,000 0     METRO AREA GRANT
(9) ASIAN HEALTH AND SERVICE CENTER
9035 SE FOSTER RD
PORTLAND,OR97266 		93-1192100 501(C)(3) 115,000 0     ALLIANCE OF CULTURALLY SPECIFIC PROVIDERS GRANT
(10) AYCO
1390 SE 122ND AVE STE UE
PORTLAND,OR97280 		27-2581852 501(C)(3) 160,000 0     AYCO DREAM CENTER GRANT
(11) BASIC RIGHTS OREGON
PO BOX 40625
PORTLAND,OR97240 		93-1266613 501(C)(3) 15,000 0     EVENT SPONSORSHIP
(12) BLACK UNITED FUND OF OREGON
2828 NE ALBERTA ST
PORTLAND,OR97211 		93-0843267 501(C)(3) 100,000 0     GRANT OPS SUPPORT
(13) BOYS AND GIRLS CLUB OF PORTLAND METRO AREA
8203 SE 7TH AVE STE 100
PORTLAND,OR97202 		93-0474800 501(C)(3) 79,500 0     HEALTH LIFESTYLES GRANT
(14) CASCADE AIDS PROJECT
520 NW DAVIS STREET SUITE 215
PORTLAND,OR97209 		93-0903383 501(C)(3) 460,000 0     STRATEGIC INITIATIVES GRANT
(15) CATHOLIC CHARITIES
2740 SE POWELL BLVD
PORTLAND,OR97202 		93-0386801 501(C)(3) 6,000 0     EVENT SPONSORSHIP
(16) CENTRAL CITY CONCERN
232 NW 6TH AVE
PORTLAND,OR97209 		93-0728816 501(C)(3) 6,120,000 0     CAPITAL AND OPERATIONAL SUPPORT GRANTS
(17) CENTRO CULTURAL
PO BOX 708
CORNELIUS,OR97113 		93-0606729 501(C)(3) 370,000 0     CASA AMPARAO FUNDING
(18) CHILDRENS INSTITUTE
1411 SW MORRISON ST STE 205
PORTLAND,OR97205 		93-1095351 501(C)(3) 111,000 0     HEALTH AND LEARN GRANT
(19) CLACKAMAS COUNTY
2051 KAEN RD STE 367
OREGON CITY,OR97045 		93-6002286 GOV 45,000 0     COMMUNITY IMPACT GRANT
(20) CLACKAMAS SERVICE CENTER
PO BOX 2620
CLACKAMAS,OR97015 		93-0626175 501(C)(3) 45,000 0     SUPPORT GRANT
(21) CLACKAMAS VOLUNTEERS IN MEDICINE
PO BOX 2592
OREGON CITY,OR97045 		37-1621141 501(C)(3) 15,500 0     EVENT SPONSORSHIP
(22) CLATSOP COMMUNITY ACTION
364 9TH ST
ASTORIA,OR97103 		93-1010260 501(C)(3) 61,000 0     SUPPORT GRANT
(23) CODA INC
1027 E BURNSIDE ST
PORTLAND,OR97214 		93-0716860 501(C)(3) 1,418,000 0     CENTER FOR ADDITIONS TREATMENT & TRIAGE
(24) COLUMBIA CO CHILD ABUSE ASSESTMENT CENTER
PO BOX 1001
ST HELENS,OR97051 		93-1295272 501(C)(3) 40,000 0     SUPPORT GRANT
(25) COLUMBIA MEMORIAL HOSPITAL
2111 EXCHANGE ST
ASTORIA,OR97103 		93-0583856 501(C)(3) 2,001,000 0     CAPITAL AND OPERATIONAL SUPPORT GRANTS
(26) COMMUNITY ACTION ORGANIZATION
1001 SW BASLINE STREET
HILLSBORO,OR97123 		93-0554941 501(C)(3) 625,000 0     KALEIDOSCOPE SPONSORSHIP
(27) COMMUNITY ACTION RESOURCE ENTERPRISES
2310 1ST ST STE 2
TILLAMOOK,OR97141 		93-1062448 501(C)(3) 380,000 0     SOW IMPACT SPONSORSHIP
(28) COMMUNITY FOR POSITIVE AGING
1820 NE 40TH AVE
PORTLAND,OR97212 		23-7291187 501(C)(3) 94,500 0     EVENT SPONSORSHIP
(29) COMMUNITY SERVICES NETWORK
4950 NE MLK JR BLVD
PORTLAND,OR97211 		82-4712037 501(C)(3) 27,500 0     FLU VACCINE EVENT/EVENT SPONSORSHIP
(30) CONSEJO HISPANO
PO BOX 1029
ASTORIA,OR97103 		20-3189709 501(C)(3) 51,500 0     REDETERMINATION SUPPORT GRANT
(31) CULTIVATE INITIATIVES
1949 SE 122ND AVE
PORTLAND,OR97233 		85-1311305 501(C)(3) 60,000 0     COMMUNITY HEALTH INITIATIVE SUPPORT
(32) DE ROSE COMMUNITY BRIDGE AND HOLSTIC WELLNESS
250 NE 181ST AVE STE 201
PORTLAND,OR97230 		85-2097313 501(C)(3) 16,000 0     METRO AREA GRANT
(33) DOULAS LATINAS INTERNATIONAL
620 NW 8TH ST
GRESHAM,OR97030 		77-0661661 501(C)(3) 35,000 0     METRO AREA GRANT
(34) ELEVATE OREGON
12215 NE MARX ST
PORTLAND,OR97230 		27-2151955 501(C)(3) 30,000 0     METRO AREA GRANT
(35) ETHIOPIAN AND ERITREAN CULTURAL AND RESOURCE CENTER
1441-1515 SE 122ND AVE 1441H
PORTLAND,OR97233 		82-2848405 501(C)(3) 10,000 0     METRO AREA GRANT
(36) FAMILIAS EN ACCION
2710 NE 14TH AVE
PORTLAND,OR97212 		93-1284335 501(C)(3) 510,000 0     COMMUNITY HEALTH WORKERS GRANT
(37) FOLKTIME INC
PO BOX 33260
PORTLAND,OR972923260 		93-1222522 501(C)(3) 200,000 0     COMMUNITY BENEFIT INITIATIVE
(38) FORA HEALTH
PO BOX 16040
PORTLAND,OR97292 		93-0706892 501(C)(3) 80,000 0     SUPPORT GRANT
(39) GOOD IN THE HOOD
4815 NE 7TH
PORTLAND,OR97211 		46-5165196 501(C)(3) 20,000 0     SCHOLARSHIP PRO
(40) GREATER NEW HOPE CHARITIES
PO BOX 2112
FAIRVIEW,OR97024 		88-1275831 501(C)(3) 633,000 0     METRO AREA GRANT
(41) HEALTH SHARE OF OREGON
2121 SW BROADWAY STE 200
PORTLAND,OR97201 		45-5093195 501(C)(3) 22,770,000 0     HOUSING PILOT CONTRIBUTION/OHA SHARE COMMUNITY REINVESTMENT
(42) HERE TOGETHER CENTER
209 SW OAK ST STE 500
PORTLAND,OR97204 		83-0984408 501(C)(3) 10,000 0     PUBLIC EDUCATION AND ENGAGEMENT
(43) HOLLA
11124 NE HALSEY PMB 656
PORTLAND,OR97220 		93-1311456 501(C)(3) 55,000 0     GRANT OPS SUPPORT
(44) HYGIENE 4 ALL
1327 TACOMA ST STE 118
PORTLAND,OR97202 		84-3785530 501(C)(3) 9,800 0     COMMUNITY GIVING
(45) IRCOS INTERNATIONAL LANGUAGE
10301 NE GLISAN ST
PORTLAND,OR97220 		93-0806295 501(C)(3) 90,500 0     SUPPORT GRANT
(46) JACKSON COUNTY HEALTH DEPARTMENT
10 S OAKDALE
MEDFORD,OR97501 		93-6002298 GOV 13,500 0     COMMUNITY HEALTH ASSESSMENT
(47) JACKSON COUNTY HEALTH AND HUMAN SERVICES
10 S OAKDALE
MEDFORD,OR97501 		93-6002298 GOV 60,000 0     SUPPORT GRANT
(48) JOSEPHINE COUNTY PUBLIC HEALTH
500 NW 6TH ST
GRANTS PASS,OR97526 		93-6002300 GOV 29,500 0     EMERGENCY PREPAREDNESS COORDINATOR
(49) JUST COMPASSION OF EAST WASHINGTON COUNTY
PO BOX 230025
TIGARD,OR97281 		47-3373831 501(C)(3) 250,000 0     SHELTER CAPITAL SUPPORT
(50) LA CLINICA
931 CHEVY WAY
MEDFORD,OR97504 		94-3096772 501(C)(3) 310,000 0     PRIMARY CARE ACCESS GRANT
(51) LATINO NETWORK
410 NE 18TH AVE
PORTLAND,OR97232 		73-1675402 501(C)(3) 95,000 0     COMMUNITY HEALTHCARE WORKERS GRANT
(52) LEGACY HEALTH
1919 NW LOVEJOY ST
PORTLAND,OR97209 		23-7426300 501(C)(3) 125,000 0     INPATIENT CAPACITY EXPANSION
(53) LEGACY UNITY CENTER
PO BOX 4037
PORTLAND,OR97208 		93-0386823 501(C)(3) 7,500,000 0     CAPITAL AND OPERATIONAL SUPPORT GRANTS
(54) LINES FOR LIFE
5100 S MACADAM AVE STE 400
PORTLAND,OR97239 		93-0725294 501(C)(3) 8,500 0     EVENT SPONSORSHIP
(55) LOVEONE
PO BOX 212
OREGON CITY,OR97045 		81-0814063 501(C)(3) 10,000 0     GIVING METRO GRANT
(56) MANIT
PO BOX 7601
SALEM,OR97303 		87-2448722 501(C)(3) 6,000 0     COVID VACCINE EVENTS
(57) MASLOW PROJECT
500 MONROE ST
MEDFORD,OR97501 		27-0734969 501(C)(3) 40,000 0     RE-DETERMINATION GRANT
(58) MIKE PROGRAM
9155 SW BARNES RD STE 219
PORTLAND,OR97225 		45-0520604 501(C)(3) 15,000 0     EXPANDING MENTAL HEALTH EDUCATION
(59) MULTNOMAH COUNTY HEALTH DEPARTMENT
209 SW 4TH AVE 2ND FLOOR
PORTLAND,OR97204 		93-6002309 GOV 1,990,000 0     CALL CENTER AGREEMENT/OHA SHARE COMMUNITY REINVESTMENT
(60) NAMI OREGON
137 SE 102ND
PORTLAND,OR97216 		93-0875209 501(C)(3) 10,000 0     EVENT SPONSORSHIP
(61) NATIVE AMERICAN REHABILIATION ASSOCIATION OF THE NW
1776 SW MADISON
PORTLAND,OR97205 		23-7098400 501(C)(3) 45,000 0     EVENT SPONSORSHIP
(62) NATIVE AMERICAN YOUTH AND FAMILY CENTER
5135 NE COLUMBIA BLVD
PORTLAND,OR97218 		93-1141536 501(C)(3) 15,000 0     EVENT SPONSORSHIP
(63) NEIGHBORHOOD HEALTH CENTER
7320 SW HUNZIKER RD STE 300
TIGARD,OR97223 		27-3524752 501(C)(3) 135,000 0     RE-DETERMINATION GRANT
(64) NEIGHBORHOOD HOUSE
7780 SW CAPITOL HWY
PORTLAND,OR97219 		93-0386875 501(C)(3) 52,500 0     HOUR OF HOPE SPONSOR
(65) NEUROTHERAPEUTIC PEDIATRIC THERAPIES
113 N ELM ST
CANBY,OR97013 		20-8439757 501(C)(3) 34,000 0     RE-DETERMINATION GRANT
(66) NEW AVENUES FOR YOUTH
1220 SW COLUMBIA ST
PORTLAND,OR97201 		93-0910213 501(C)(3) 30,000 0     AFTER HOURS CRISIS SERVICES
(67) NEW NARRATIVE
8915 SW CENTER ST
TIGARD,OR97223 		93-0685734 501(C)(3) 15,000 0     TONGAN COMMUNITY EFFORTS
(68) NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
714 NE ALBERTA ST
PORTLAND,OR97211 		72-1618287 501(C)(3) 20,000 0     RE-DETERMINATION GRANT
(69) NORTHWEST HOUSING ALTERNATIVES
13819 SE MCLOUGHLIN BLVD
MILWAUKIE,OR97222 		93-0814473 501(C)(3) 402,500 0     EVICTION PREVENTION
(70) NORTHWEST PILOT PROJECT
1430 SW BROADWAY ST 200
PORTLAND,OR97201 		93-0635871 501(C)(3) 303,000 0     EVICTION PREVENTION
(71) OASIS CENTER OF THE ROGUE VALLEY
PO BOX 1187
MEDFORD,OR97501 		82-3811235 501(C)(3) 193,000 0     RE-DETERMINATION SUPPORT GRANT/OHA SHARE COMMUNITY REINVESTMENT
(72) ONTRACK INC
300 W MAIN ST
MEDFORD,OR97501 		23-7088811 501(C)(3) 2,000,000 0     FAMILY TREATMENT CAMPUS PROJECT
(73) OPEN SCHOOLS INC
16570 SE OAK ST
PORTLAND,OR97233 		93-0757378 501(C)(3) 30,000 0     STUDENT MENTAL HEALTH GRANT
(74) OPTIONS FOR HOUSING
2350 ASHLAND ST
ASHLAND,OR97520 		61-1693223 501(C)(3) 350,000 0     EMERGENCY SHELTER
(75) OREGON COMMUNITY HEALTH WORKERS ASSOCIATION
401 NE 19TH AVE 2ND FLOOR
PORTLAND,OR97232 		46-4952693 501(C)(3) 7,500 0     EVENT SPONSORSHIP
(76) OREGON DEPARTMENT OF HUMAN SERVICES
800 NE OREGON ST STE 465
PORTLAND,OR97232 		93-6001752 GOV 7,000 0     DEVELOPING EQUITY LEADER
(77) OREGON HEALTH AND SCIENCES UNVERSITY
PO BOX 3595
PORTLAND,OR97208 		93-1176109 GOV 247,500 0     IMPACT HARM REDUCTION PROGRAM GRANT AGREEMENT
(78) OREGON LEAGUE OF MINORITY VOTERS
700 NORTH HAYDEN DRIVE STE 397
PORTLAND,OR97217 		26-1669456 501(C)(3) 10,000 0     EVENT SPONSORSHIP
(79) OREGON SPINAL CORD INJURY CONNECTIONS
5751 N VANCOUVER AVE
PORTLAND,OR97211 		81-1037564 501(C)(3) 25,000 0     HUD HOUSING SOCIAL SUPPORT
(80) OUTSIDE IN
1132 SW 13TH AVE
PORTLAND,OR97205 		93-0567549 501(C)(3) 60,000 0     RE-DETERMINATION GRANT
(81) PACIFIC UNIVERSITY
2043 COLLEGE WAY
FOREST GROVE,OR97116 		93-0386892 501(C)(3) 33,000 0     HEALTHCARE CAREER EXPLORATION
(82) PARTNERS FOR A HUNGER FREE OREGON
2900 SE STARK ST STE 1A
PORTLAND,OR97214 		20-4970868 501(C)(3) 10,000 0     COMMUNITY GIVING METRO AREA GRANT
(83) PATHFINDERS OF OREGON
7305 NE GLAISAN ST
PORTLAND,OR97213 		93-1137236 501(C)(3) 11,000 0     COMMUNITY GIVING METRO AREA GRANT
(84) PDX SAINTS LOVE
4411 NE 163RD AVE
VANCOUVER,WA98682 		86-2850243 501(C)(3) 27,500 0     WELLNESS FAIRS
(85) PLANNED PARENTHOOD OF THE COLUMBIA WILLA
3727 NE MLK JR BLVD
PORTLAND,OR97212 		93-6031270 501(C)(3) 15,000 0     EVENT SPONSORSHIP
(86) PORTLAND BACKPACK
6600 NE 78TH CT C4
PORTLAND,OR97218 		82-1797993 501(C)(3) 26,500 0     BACKPACKING THROUGH PORTLAND
(87) PORTLAND FIRE AND RESCUE
PO BOX 5066
PORTTLAND,OR97208 		93-6002236 GOV 2,600,000 0     CHAT PROGRAM SUPPORT
(88) PORTLAND FRUIT TREE PRJECT
5431 NE 20TH AVE
PORTLAND,OR97211 		93-0719546 501(C)(3) 10,000 0     COMMUNITY GIVING METRO AREA GRANT
(89) PORTLAND OPEN BIBLE COMMUNITY PANTRY
3223 SE 92ND AVE
PORTLAND,OR97266 		93-0760273 501(C)(3) 7,000 0     COVID VACCINE EVENTS
(90) PORTLAND PARKS AND RECREATION
1120 SW 5TH AVE STE 858
PORTLAND,OR97204 		93-6002236 GOV 15,000 0     SUMMER FREE FOR ALL CONTRIBUTION
(91) PRIDE NORTHWEST
PO BOX 6611
PORTLAND,OR97228 		93-1167487 501(C)(3) 10,000 0     EVENT SPONSORSHIP
(92) PROJECT HOMELESS CONNECT
363 SE 6TH AVE
HILLSBORO,OR97123 		83-4637716 501(C)(3) 12,650 0     COMMUNITY GIVING METRO AREA GRANT
(93) REACH OUT AND READ
89 SOUTH ST STE 201
BOSTON,MA02111 		04-3481253 501(C)(3) 20,000 0     COMMUNITY GIVING METRO GRANT
(94) RESOLUTIONS NORTHWEST
2532 NE BROADWAY ST STE A
PORTLAND,OR97232 		93-0881865 501(C)(3) 15,000 0     COMMUNITY GIVING METRO GRANT
(95) RIDE CONNECTION
9955 NE GLISAN ST
PORTLAND,OR97220 		94-3076771 501(C)(3) 3,805,000 0     COMMUNITY BENEFIT INITIATIVE
(96) RIP MEDICAL DEBT
28-07 JACKSON AVE 5TH FLOOR
LONG ISLAND CITY,NY11101 		47-1442997 501(C)(3) 59,533 0     MEDICAL DEBT RELIEF PROGRAM FUND
(97) ROGUE RETREAT
711 E MAIN ST 24
MEDFORD,OR97504 		93-1261999 501(C)(3) 60,000 0     RE-DETERMINATION GRANT
(98) ROGUE VALLEY MENTORING
295 E MAIN ST STE 6
ASHLAND,OR97520 		94-3468601 501(C)(3) 7,500 0     COMMUNITY HEALTH IMPROVEMENT PLAN GRANT
(99) ROGUE VALLEY YMCA
522 W 6TH ST
MEDFORD,OR97501 		93-0391645 501(C)(3) 600,000 0     HEALTHCARE WORKFORCE CHILDCARE
(100) SCHOOLHOUSE SUPPLIES
4916 NE 122ND AVE
PORTLAND,OR97230 		20-4223437 501(C)(3) 15,000 0     TOOLS FOR SCHOOLS
(101) SOLVE
1501 SW JEFFERSON ST
PORTLAND,OR97201 		93-0579286 501(C)(3) 20,000 0     COMMUNITY BENEFIT INITIATIVE
(102) SOUTHWEST SOMALI COMMUNITY
11717 NE GLISAN ST
PORTLAND,OR97220 		81-3434269 501(C)(3) 10,000 0     COMMUNITY GIVING METRO AREA GRANT
(103) STREET ROOTS
211 NW DAVIS
PORTLAND,OR97209 		93-1271399 501(C)(3) 107,500 0     HOPE CAMPAIGN GRANT
(104) THE FOUNDATION FOR MEDICAL EXCELLENCE
11740 SW 68TH PARKWAY STE 125
PORTLAND,OR97223 		93-0632522 501(C)(3) 100,000 0     OREGON WELLNESS PROGRAM GRANT
(105) THE HARBOR
PO BOX 1342
ASTORIA,OR97103 		93-0691750 501(C)(3) 44,000 0     RE-DETERMINATION GRANT
(106) TILLAMOOK COUNTY FAMILY YMCA
610 STILLWELL AVE
TILLAMOOK,OR97141 		93-0457167 501(C)(3) 58,650 0     RE-DETERMINATION GRANT
(107) TRANSITION PROJECTS
665 NW HOYT ST
PORTLAND,OR97209 		93-0591582 501(C)(3) 257,500 0     IMPACT SPONSOR
(108) TRILLIUM FAMILY SERVICES INC
3415 SE POWELL
PORTLAND,OR97202 		93-0386966 501(C)(3) 35,000 0     EVENT SPONSORSHIP
(109) UNITED CONGOLESE COMMUNITY ORGANIZATION OF OREGON
3534 SE MAIN ST
PORTLAND,OR97214 		82-2275499 501(C)(3) 20,000 0     COMMUNITY GIVING METRO AREA GRANT
(110) URBAN LEAGUE OF PORTLAND
10 N RUSSELL ST
PORTLAND,OR97227 		93-0395590 501(C)(3) 7,500 0     EVENT SPONSORSHIP
(111) UTOPIA PDX
2808 NE MLK BL UNIT 31
PORTLAND,OR97212 		82-2838257 501(C)(3) 25,000 0     COMMUNITY GIVING METRO AREA GRANT
(112) VIRGINIA GARCIA
PO BOX 568
CORNELIUS,OR97113 		93-0717997 501(C)(3) 125,000 0     RE-DETERMINATION GRANT
(113) VOLUNTEERS OF AMERICA
3910 SE STARK ST
PORTLAND,OR97214 		93-0395591 501(C)(3) 60,000 0     RE-DETERMINATION GRANT
(114) WALLACE MEDICAL CONCERN
124 NE 181ST AVE STE 103
PORTLAND,OR97230 		93-0853709 501(C)(3) 45,000 0     RE-DETERMINATION GRANT
(115) WASHINGTON COUNTY HOUSING SERVICES
111 NE LINCOLN ST STE 200-L MS 63
HILLSBORO,OR97124 		93-6002316 GOV 3,000,000 0     FOREST GROVE PSH
(116) WASHINGTON COUNTY
155 N 1ST AVE STE 270 MS 25
HILLSBORO,OR97124 		93-6002316 GOV 5,345,025 0     FIOC PH PROJECT CALL CENTER AGREEMENT/OHA SHARE COMMUNITY REINVESTMENT
(117) WE BELONG PDX
4243 SE BELMONT ST STE 100
PORTLAND,OR97215 		85-3388090 501(C)(3) 20,000 0     COMMUNITY GIVING METRO AREA GRANT
(118) WORD IS BOND
522 NW 23RD AVE STE J
PORTLAND,OR97210 		83-1843221 501(C)(3) 10,000 0     COMMUNITY IMPACT SPONSORSHIP
(119) WORKING CLASS ACUPUNTURE INC
3526 NE 5TH AVE
PORTLAND,OR97213 		47-4077068 501(C)(3) 25,000 0     NORTH CLINIC POP UP GRANT
(120) YOUTH ERA
PO BOX 583
EUGENE,OR97440 		93-1306626 501(C)(3) 5,300 0     COMMUNITY MEETINGS/TRANSPORTATION GRANT
(121) COMMUNITY ACTION TEAM INCORPORATED OF COLUMBIA COUNTY OREGON
125 N 17TH ST
ST HELENS,OR97051 		93-0554156 501(C)(3) 150,000 0     OHA SHARE COMMUNITY REINVESTMENT
(122) OREGON DOULA ASSOCIATION
8816 SE KNAPP ST
PORTLAND,OR97266 		47-4677798 501(C)(6) 201,000 0     OHA SHARE COMMUNITY REINVESTMENT
(123) OREGON HEALTHCARE INTERPRETERS ASSOCIATION
9220 SW BARBUR BLVD SUITE 119-315
PORTLAND,OR97219 		27-4414937 501(C)(3) 349,682 0     OHA SHARE COMMUNITY REINVESTMENT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
122
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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) 2023



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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) 2023

Schedule J (Form 990) 2023
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)		 675,484
-------------
0 		156,062
-------------
0 		0
-------------
0 		27,536
-------------
0 		18,512
-------------
0 		877,594
-------------
0 		0
-------------
0
2AMIT R SHAH
CHIEF MEDICAL OFFICER 		(i)

(ii)		 487,225
-------------
0 		96,315
-------------
0 		0
-------------
0 		28,950
-------------
0 		30,067
-------------
0 		642,557
-------------
0 		0
-------------
0
3AMY L DOWD
CHIEF OPERATIONS OFFICER 		(i)

(ii)		 367,484
-------------
0 		73,793
-------------
0 		1,100
-------------
0 		28,950
-------------
0 		37,309
-------------
0 		508,636
-------------
0 		0
-------------
0
4TERESA K LEARN
CFO, BOARD TREASURER 		(i)

(ii)		 331,737
-------------
0 		66,684
-------------
0 		0
-------------
0 		26,785
-------------
0 		21,891
-------------
0 		447,097
-------------
0 		0
-------------
0
5JOHN BISCHOF
MEDICAL DIRECTOR - BEHAVIORAL HEALTH 		(i)

(ii)		 323,526
-------------
0 		33,492
-------------
0 		15,487
-------------
0 		28,950
-------------
0 		31,176
-------------
0 		432,631
-------------
0 		0
-------------
0
6ANDREW D LUTHER
MEDICAL DIRECTOR - CLINICAL SERVICES 		(i)

(ii)		 319,435
-------------
0 		33,467
-------------
0 		705
-------------
0 		28,070
-------------
0 		41,682
-------------
0 		423,359
-------------
0 		0
-------------
0
7MARY B ENGRAV
MED. DIRECTOR - BENEFIT/UTILIZATION 		(i)

(ii)		 322,928
-------------
0 		34,731
-------------
0 		1,205
-------------
0 		28,126
-------------
0 		34,186
-------------
0 		421,176
-------------
0 		0
-------------
0
8ALYSSA FRANZEN
MEDICAL DIRECTOR - VP DENTAL 		(i)

(ii)		 319,996
-------------
0 		48,944
-------------
0 		0
-------------
0 		28,697
-------------
0 		22,489
-------------
0 		420,126
-------------
0 		0
-------------
0
9DOUGLAS R LUTHER
SR. MEDICAL DIRECTOR, OPERATIONS 		(i)

(ii)		 307,742
-------------
0 		47,025
-------------
0 		31,419
-------------
0 		28,897
-------------
0 		1,538
-------------
0 		416,621
-------------
0 		0
-------------
0
10REBECCA S RAMSAY
VICE PRESIDENT, HOUSECALL PROVIDERS 		(i)

(ii)		 280,680
-------------
0 		42,675
-------------
0 		105
-------------
0 		27,035
-------------
0 		44,452
-------------
0 		394,947
-------------
0 		0
-------------
0
11JAMES L MASON
CHIEF EQUITY, DIVERSITY & INCLUSION 		(i)

(ii)		 283,540
-------------
0 		54,892
-------------
0 		680
-------------
0 		23,984
-------------
0 		29,035
-------------
0 		392,131
-------------
0 		0
-------------
0
12NORA R LEIBOWITZ
CHIEF STRATEGY OFFICER 		(i)

(ii)		 282,585
-------------
0 		56,433
-------------
0 		536
-------------
0 		28,030
-------------
0 		22,190
-------------
0 		389,774
-------------
0 		0
-------------
0
13NATHAN CORLEY
VICE PRESIDENT, INFO SVCS/ANALYTICS 		(i)

(ii)		 273,677
-------------
0 		40,176
-------------
0 		0
-------------
0 		24,518
-------------
0 		18,159
-------------
0 		356,530
-------------
0 		0
-------------
0
14JEREMIAH RIGSBY
CHIEF OF STAFF & SECRETARY 		(i)

(ii)		 223,836
-------------
0 		46,186
-------------
0 		0
-------------
0 		19,735
-------------
0 		10,086
-------------
0 		299,843
-------------
0 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 LIFESTYLE SPENDING AND WELLNESS SPENDING FOR AMY DOWD, JAMES MASON, NORA LEIBOWITZ, DOUGLAS LUTHER, MARY ENGRAV, ANDREW LUTHER & REBECCA RAMSAY IN THE AMOUNT OF $1100, $680, $536, $1005, $1205, $705, & $105 RESPECTIVELY. THIS REIMBURSEMENT WAS INCLUDED AS TAXABLE COMPENSATION TO THESE PARTIES.
Schedule J (Form 990) 2023

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.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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. OUR MISSION IS TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH. OUR VISION IS HEALTHY COMMUNITIES FOR ALL INDIVIDUALS, REGARDLESS OF INCOME OR SOCIAL FACTORS. WE PUT THE CARE IN HEALTH CARE. WE ARE A SAFETY-NET HEALTH PLAN PROVIDING HEALTH INSURANCE SERVICES TO MEET THE HEALTH CARE NEEDS OF LOW-INCOME OREGONIANS. WE FOCUS ON THE TOTAL HEALTH OF OUR MEMBERS, NOT JUST TRADITIONAL HEALTH CARE. IN TEAMING UP WITH MEMBERS, THEIR FAMILIES AND THEIR COMMUNITIES, WE HELP OREGONIANS LIVE BETTER LIVES, PREVENT ILLNESS AND RESPOND EFFECTIVELY TO HEALTH ISSUES. WE CARE ABOUT PEOPLE. WE SUPPORT OUR NEIGHBORS. WE WORK WITH POLICY MAKERS TO ENSURE ACCESS. WE BELIEVE IN EQUITY, DIVERSITY AND INCLUSION. CAREOREGON PROVIDES MANAGED CARE SERVICES TO APPROXIMATELY 516,000 OREGON HEALTH PLAN (MEDICAID) MEMBERS THROUGH ITS PARTNERSHIPS WITH THREE COORDINATED CARE ORGANIZATIONS (CCOS). OUR MEMBERS INCLUDE APPROXIMATELY 16,000 MEDICARE AND MEDICAID DUALLY ELIGIBLE MEMBERS. OUR MEMBERS ARE LOCATED IN THE PORTLAND METROPOLITAN AREA, SOUTHERN OREGON, AND THE NORTHERN OREGON COASTAL COUNTIES.
FORM 990, PART III, LINE 2 SHIFT PROGRAM - CAREOREGON'S STRATEGIC HEALTHCARE INVESTMENT FOR TRANSFORMATION (SHIFT) INITIATIVE IS A NEW COMMUNITY REINVESTMENT PROGRAM AIMED AT TRANSFORMING SPECIALTY BEHAVIORAL HEALTH ORGANIZATIONS ACROSS OREGON SO THAT PEOPLE WITH BEHAVIORAL HEALTH NEEDS ARE TRULY AT THE CENTER OF CARE DELIVERY, AND CARE TEAMS CAN THRIVE. THE SHIFT PROGRAM SUPPORTS CLINICAL, FINANCIAL AND OPERATIONAL TRANSFORMATION OF OUTPATIENT BEHAVIORAL HEALTH. BEHAVIORAL HEALTH DIRECTED PAYMENTS EFFECTIVE JANUARY 1, 2023, THE OREGON HEALTH AUTHORITY IMPLEMENTED FOUR TYPES OF BEHAVIORAL HEALTH DIRECTED PAYMENTS (BHDPS) TO IMPROVE EQUITABLE ACCESS TO QUALITY SERVICES FOR OUR MEMBERS THROUGH A MORE SUSTAINABLE BEHAVIORAL HEALTH WORKFORCE. WE IMPLEMENTED BHDPS AND INFUSED ADDITIONAL FUNDING OF $101.4 MILLION (REPRESENTING 32% INCREASE FROM BASE RATE PAYMENTS) TO OUR BEHAVIORAL HEALTH PROVIDER NETWORK IN THE FOLLOWING METHODS: - $86.8 MILLION IN TIERED UNIFORM RATE INCREASE DIRECTED PAYMENT - $12.9 MILLION IN MINIMUM FEE SCHEDULE DIRECTED PAYMENT - $1.7 MILLION IN CULTURALLY & LINGUISTICALLY SPECIFIC SERVICES (CLSS) DIRECTED PAYMENT HAWK'S EYE APARTMENT PROJECT - IN NOVEMBER 2023, COLUMBIA PACIFIC CCO AND CAREOREGON OFFICIALLY BROKE GROUND ON THE HAWK'S EYE APARTMENTS. THE HEALTH CARE ORGANIZATIONS, ALONGSIDE LOCAL ELECTED OFFICIALS AND COMMUNITY PARTNERS CELEBRATED THE EFFORTS TO CONVERT THE RED LION INN & SUITES IN SEASIDE, OREGON (ACQUIRED BY A CAREOREGON SUBSIDIARY, 900 S. HOLLADAY DR, LLC IN 2022) INTO HOUSING FOR HEALTH CARE WORKERS AND OREGON HEALTH PLAN MEMBERS NEEDING PERMANENT SUPPORTIVE HOUSING.
PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENT OREGON HEALTH PLAN (MEDICAID) PROGRAM CAREOREGON PROVIDES HEALTH CARE SERVICES 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. IN ADDITION TO TRADITIONAL HEALTH CARE SPENDING, CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED APPROXIMATELY $35.8 MILLION IN HEALTH-RELATED SERVICES (HRS) SPENDING FOR THE YEAR ENDED DECEMBER 31, 2023. HEALTH-RELATED SERVICES ARE NON-COVERED SERVICES THAT ARE OFFERRED AS A SUPPLEMENT TO COVERED BENEFITS TO IMPROVE CARE DELIVERY AND OVERALL MEMBER AND COMMUNITY HEALTH AND WELL-BEING. CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED $16.0 MILLION IN HEALTH INFORMATION TECHNOLOGY (HIT) DURING 2023. THE HIT INVESTMENTS WERE PRIMARILY AWARDED TO FEDERALLY QUALIFIED HEALTH CENTERS AND BEHAVIORAL HEALTH PROVIDERS TO SUPPORT THEIR TRANSFORMATION TOWARD ELECTRONIC HEALTH RECORDS AND HEALTH INFORMATION EXCHANGE. DURING 2023, CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED $8.3 MILLION IN HOUSING RELATED HRS SERVICES AND SUPPORTS. HOUSING RELATED HRS INVESTMENTS INCLUDES BUT NOT LIMITED TO PROVIDING TEMPORARY HOUSING, PRE-TENANCY SUPPORTS, OR PAYING FOR UTILITY BILLS. OTHER EXAMPLES OF HEALTH-RELATED SERVICES INCLUDE BUT NOT LIMITED TO HOUSING IMPROVEMENTS, CLIMATE DEVICES, HEALTHY FOOD, EDUCATION, EMPLOYMENT AND LEGAL SUPPORT, TRAUMA INFORMED SERVICES AND SUPPORTS, AND TRANSPORTATION.
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 16,000 MEMBERS IN 2023.
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 2023, WE AWARDED AN UNPRECEDENTED $60.2 MILLION TO COMMUNITY-BASED ORGANIZATIONS AND 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. CAREOREGON, IN PARTNERSHIP WITH THE GOVERNOR'S OFFICE AND OTHER CCOS, PARTICIPATED IN THE FOLLOWING FOUR STATEWIDE COMMUNITY REINVESTMENT PROJECTS, TOTALING $25 MILLION, ADDRESSING YOUTH MENTAL HEALTH: - COMMUNITY COUNSELING SOLUTIONS PROJECT (EASTERN OREGON). - LOOKING GLASS PROJECT (EUGENE AREA). - TRILLIUM FAMILY SERVICES PROJECT (PORTLAND METRO AREA). - ADAPT PROJECT (SOUTHERN OREGON). CAREOREGON CONTRIBUTED $6.2 MILLION TOWARD THESE PROJECTS. IN APRIL 2023, CAREOREGON AWARDED $6.0 MILLION TO CENTRAL CITY CONCERNS TOWARD ITS EFFORTS TO EXPAND ITS RECUPERATIVE CARE PROGRAM (RCP) FROM 51 TO APPROXIMATELY 70 BEDS IN SINGLE AND DOUBLE OCCUPANCY ROOMS. RCP, UPON COMPLETION OF CONSTRUCTION AND BUILDING IMPROVEMENTS, WILL ALLOW RCP PATIENTS TO MOVE FROM THE CURRENT LOCATION TO THE NEWLY REMODELED LOCATION. AS PART OF OPERATING SUPPORT FUNDING TO THE LEGACY UNITY CENTER FOR BEHAVIORAL HEALTH, CAREOREGON AWARDED A LUMPSUM CONTRIBUTION OF $4.0 MILLION TOWARD REMODELING OF UNITY'S PSYCHIATRIC EMERGENCY SERVICES (PES) UNIT. ADDITIONALLY, CAREOREGON AWARDED $3.5 MILLION TO PROVIDE OPERATING FUNDING OF UNITY'S SOBERING UNIT IN SEPTEMBER 2023. CAREOREGON AWARDED A $3.8 MILLION GRANT TO RIDE CONNECTION TO SUPPORT THEIR MISSION OF PROVIDING ACCESSIBLE, RESPONSIVE TRANSPORTATION SERVICES TO PEOPLE IN NEED IN THE PORTLAND METROPOLITAN AREA. THE GRANT WAS PAID IN TWO INSTALLMENTS: ONE PAID IN JULY AND ANOTHER IN SEPTEMBER 2023. CAREOREGON CONTRIBUTED $3 MILLION TOWARD THE HOUSING PILOT PROGRAM INITIATED BY HEALTH SHARE OF OREGON. THIS PROGRAM AIMS TO INTEGRATE HOUSING SUPPORT WITH HEALTH SERVICES FOR INDIVIDUALS AT RISK OF OR CURRENTLY EXPERIENCING HOMELESSNESS. THIS PROGRAM IS DESIGNED TO ASSIST PEOPLE DURING VULNERABLE TRANSITION PERIODS, SUCH AS LEAVING SUBSTANCE USE RESIDENTIAL CARE, REENTERING THE COMMUNITY FROM THE CORRECTIONS SYSTEM, OR EXITING THE FOSTER CARE SYSTEM. THIS PROGRAM IS PART OF A BROADER EFFORT TO ADDRESS SOCIAL DETERMINANTS OF HEALTH BY ENSURING STABLE HOUSING, WHICH IS CRUCIAL FOR IMPROVING OVERALL HEALTH OUTCOMES. CAREOREGON HAS PROVIDED SIGNIFICANT SUPPORT TO PORTLAND FIRE & RESCUE (PF&R) THROUGH VARIOUS GRANTS SINCE 2021. IN DECEMBER 2023, A $2.6 MILLION GRANT WAS AWARDED TO PF&R'S COMMUNITY HEALTH ASSESS & TREAT (CHAT) PROGRAM. THIS PROGRAM AIMS TO ADDRESS THE HEALTH AND SOCIAL NEEDS OF COMMUNITY MEMBERS WHO CALL 9-1-1 FOR NON-EMERGENT ISSUES. THE CHAT PROGRAM HELPS CONNECT THESE INDIVIDUALS WITH APPROPRIATE CARE AND RESOURCES, REDUCING UNNECESSARY EMERGENCY ROOM VISITS. THE GREATER CLATSOP COMMUNITY NEEDED SAFER ROOMS IN THE EMERGENCY DEPARTMENT (ED) THAT CAN BE RAPIDLY AND EFFECTIVELY CONVERTED FOR PATIENTS EXPERIENCING PSYCHIATRIC CRISIS. CAREOREGON RESPONDED TO THEIR NEEDS BY A $2 MILLION AWARD TO COLUMBIA MEMORIAL HOSPITAL (CMH) FOUNDATION. CMH'S BEHAVIORAL HEALTH PROGRAM WILL BE GREATLY ENHANCED THROUGH THE DEVELOPMENT OF NEW PHYSICAL SPACE IN THE EXPANSION PROJECT. THESE SAFER ROOMS WILL INCLUDE IMPROVED MONITORING TECHNOLOGY AND SAFER BATHROOMS TO HELP PREVENT OPPORTUNITIES FOR SELF-HARM. CHM IS A CRITICAL ACCESS HOSPITAL IN THE REGION. CAREOREGON PROVIDED GRANTS TOTALING $2.0 MILLION TO SUPPORT THE REDETERMINATION PROCESS FOR OREGON HEALTH PLAN (OHP) MEMBERS. THESE GRANTS WERE AIMED AT COMMUNITY BASED ORGANIZATIONS PERFORMING GENERAL OUTREACH TO OHP MEMBERS, HELPING THEM NAVIGATE THE REDETERMINATION PROCESS AND MAINTAIN THEIR COVERAGE. REDETERMINATION GRANTS ALSO FUNDED OHP CERTIFIED ASSISTER POSITIONS, WHICH ARE ROLES DEDICATED TO ASSISTING MEMBERS WITH THEIR REDETERMINATION PAPERWORK AND ENSURING THEY MEET ELIGIBILITY REQUIREMENTS. IN DECEMBER 2023, CAREOREGON AWARDED $ 1.5 MILLION TO ADDICTION RECOVERY CENTER, INC. (ARC) TOWARD ITS EFFORTS TO EXPAND ITS INPATIENT SUBSTANCE USE DISORDER (SUD) WITHDRAWAL MANAGEMENT PROGRAM. FUNDS WILL BE USED TOWARDS THE CONSTRUCTION OF A NEW, APPROXIMATELY 10,500 SQUARE FOOT SUD WITHDRAWAL MANAGEMENT FACILITY. THIS PROJECT WILL DOUBLE ARC'S SERVICE CAPACITY IN THE MEDFORD AREA.
PART IV, LINE 12/12A CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2023, AN AUDIT WAS PERFORMED BY AN INDEPENDENT AUDITOR FOR THE CONSOLIDATED CAREOREGON GROUP WHICH INCLUDES CAREOREGON, INC., HEALTH PLAN OF CAREOREGON, INC., CARE ACCESS LLC, 900 S. HOLLADAY DR, LLC, COLUMBIA PACIFIC CCO, LLC, JACKSON COUNTY CCO, LLC, HOUSECALL PROVIDERS SERVICES LLC, HOUSECALL PROVIDERS, PC, AND CAREOREGON FOUNDATION. 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 PUROSE OF REGULATORY FILINGS FOR THE YEAR ENDED DECEMBER 31, 2023.
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 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, UTILIZING DATA PROVIDED BY THE CAREOREGON FINANCE DEPARTMENT. THE DRAFT UNDERGOES A MULTI-STEP REVIEW PROCESS BEFORE THE FINAL DRAFT IS PRESENTED TO FINANCE COMMITTEE AND THE BOARD OF DIRECTORS BY THE CHIEF FINANCIAL OFFICER OR VICE PRESIDENT & CONTROLLER. EACH REVIEWER IS GIVEN SUFFICIENT TIME TO EXAMINE AND PROVIDE FEEDBACK. FINAL APPROVAL IS OBTAINED PRIOR TO ELECTRONICALLY SUBMITTING TO THE IRS BY THE EXTERNAL ACCOUNTING FIRM.
FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY OF CAREOREGON IS DISTRIBUTED TO THE BOARD OF DIRECTORS ANNUALLY. IT APPLIES TO DIRECTORS, OFFICERS, AND KEY EMPLOYEES (ON THE BASIS OF TESTS SET FORTH IN 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 OF DIRECTORS. 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 2023, 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 15, 2024 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 -2,000,000. TRANSFER TO CAREOREGON FOUNDATION -25,000,000.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


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

OMB No. 1545-0047
2023
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 275,097,843 66,415,922 CAREOREGON INC
 
(2) JACKSON COUNTY CCO LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
45-5499608 		MEDICAID MANAGED HEALTH CARE PLAN OR 402,105,700 79,205,377 CAREOREGON INC
 
(3) HOUSECALL PROVIDERS SERVICES LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
82-1474020 		HOME-BASED CARE AND HOSPICE SERVICES OR 10,505,190 4,582,123 CAREOREGON INC
 
(4) CARE ACCESS LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
27-0630449 		MEDICAL BUILDING OR 10,868 0 CAREOREGON INC
 
(5) 900 S HOLLADAY DR LLC
315 SW FIFTH AVENUE
PORTLAND,OR97204
92-0757749 		SUPPORTIVE HOUSING AND WORKFORCE HOUSING OR 588,068 10,553,947 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
 
(3)CAREOREGON FOUNDATION
315 SW FIFTH AVENUE

PORTLAND,OR97204
93-3690037 		ASSIST CAREOREGON'S MISSION THROUGH CHARITABLE MEANS OR 501(C)(3) LINE 7 CAREOREGON INC
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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 28,431,478 ALLOCATION OF EMPLOYEE COSTS
(2) HEALTH PLAN OF CAREOREGON

 N 8,521,596 ALLOCATION OF OPERATING EXPENSES
(3) HEALTH PLAN OF CAREOREGON

 Q 3,612,685 SPECIFICALLY IDENTIFIABLE COSTS
(4) HOUSECALL PROVIDERS PC

 O 10,027,768 ALLOCATION OF EMPLOYEE COSTS
(5) HOUSECALL PROVIDERS PC

 N 170,975 ALLOCATION OF OPERATING EXPENSES
(6) HOUSECALL PROVIDERS PC

 M 2,148,839 SPECIFICALLY IDENTIFIABLE COSTS
(7) HOUSECALL PROVIDERS PC

 Q 1,031,292 SPECIFICALLY IDENTIFIABLE COSTS
(8) HOUSECALL PROVIDERS PC

 R 2,000,000 EQUITY TRANSFER
(9) CAREOREGON FOUNDATION

 R 25,000,000 EQUITY TRANSFER
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) 2023

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