Civic Intelligence

Oregon Healthcare Workforce Institute

EIN 36-4591149 • 501(c)3 • Lake Oswego, OR

Profile

To advance the development of a high quality healthcare workforce in order to improve the health of every oregonian.

4000 Kruse Way Pl Bldg 2 No 100Lake Oswego, OR 97035

www.oregonhwi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-27%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$5,408

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-52%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

-3.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$54,933

Down $58,725 (-52%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$54,933

Down $58,725 (-52%) from 2018

Revenue

Down

$150,938

Down $5,278 (-3.4%) from 2018

Expenses

Up

$191,002

Up $83,572 (+78%) from 2018

Net Income

Down

-$40,064

Down $88,850 (-182%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $78,626Liabilities 2010: $0Net Assets 2010: $78,6262010Assets 2012: $19,740Liabilities 2012: $0Net Assets 2012: $19,7402012Assets 2013: $73,412Liabilities 2013: $0Net Assets 2013: $73,4122013Assets 2014: $97,975Liabilities 2014: $0Net Assets 2014: $97,9752014Assets 2015: $55,612Liabilities 2015: $0Net Assets 2015: $55,6122015Assets 2016: $57,702Liabilities 2016: $0Net Assets 2016: $57,7022016Assets 2017: $54,505Liabilities 2017: $0Net Assets 2017: $54,5052017Assets 2018: $113,658Liabilities 2018: $0Net Assets 2018: $113,6582018Assets 2019: $54,933Liabilities 2019: $0Net Assets 2019: $54,9332019

Highlighted filing

2019

Assets$54,933
Liabilities$0
Net Assets$54,933

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $247,5392010Expenses 2012: $212,4222012Revenue 2013: $231,299Expenses 2013: $177,625Net Income 2013: $53,6742013Revenue 2014: $259,775Expenses 2014: $235,212Net Income 2014: $24,5632014Revenue 2015: $188,989Expenses 2015: $231,352Net Income 2015: -$42,3632015Revenue 2016: $121,711Expenses 2016: $119,621Net Income 2016: $2,0902016Revenue 2017: $109,857Expenses 2017: $113,054Net Income 2017: -$3,1972017Revenue 2018: $156,216Expenses 2018: $107,430Net Income 2018: $48,7862018Revenue 2019: $150,938Expenses 2019: $191,002Net Income 2019: -$40,0642019

Highlighted filing

2019

Revenue$150,938
Expenses$191,002
Net Income-$40,064

Filings

Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 26, 2019
Return Version
2018v3.1
Gross Receipts
$156,216
Mission and Program Overview

Mission

To advance the development of a high quality healthcare workforce in order to improve the health of every oregonian.

To advance the development of a high-quality healthcare workforce in order to improve the health of every oregonian.

Program Services

DescriptionGrantsExpenses
IN 2009, OHWI BECAME THE HOME OF THE PORTLAND METRO AHEC, A PROGRAM TO IMPROVE THE EDUCATION, TRAINING AND DISTRIBUTION OF HEALTH CARE PROFESSIONALS IN OREGON. OHWI COLLABORATES WITH THE STATE'S PROGRAM OFFICE AND FELLOW OREGON AHEC REGIONAL CENTERS BY PROVIDING WORKFORCE DEVELOPMENT DATA. OHWI ASSISTS OREGON'S AHECS BY HELPING WITH PROGRAM EVALUATION PLANS AND EVALUATING PROGRAM EFFORTS AND OUTCOMES.PARTNERSHIPS AND DATA REQUESTS:OHWI ESTABLISHES PARTNERSHIPS AND PROVIDES INFORMATION FOR PROPOSALS AND APPLICATIONS. OREGON'S HIGHER EDUCATION SYSTEMS, WORKFORCE INVESTMENT BOARDS, HEALTH CARE INDUSTRY AND OTHERS HAVE BENEFITED FROM OHWI'S EFFORTS WHICH IN PART HAVE HELPED THE STATE SECURE MILLIONS OF DOLLARS IN FEDERAL AND PRIVATE GRANTS IN SUPPORT OF HEALTH CARE WORKFORCE DEVELOPMENT.TASK FORCES AND ADVISORY COUNCILS:FROM PRESENTATIONS TO MEMBERSHIPS ON TASK FORCES AND ADVISORY COUNCILS, OHWI SUPPORTS EFFORTS ACROSS THE STATE THAT ADDRESS HEALTH CARE SHORTAGE ISSUES.$0$107,430
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO ISGRIGGExecutive DirectorPT$5,769$404$6,173
JANE RENKEN-GUNDERSONPresident-$0--
BECKY PAPEPast President-$0--
ANN BARR-GILLESPIESecretary-Treasurer-$0--
DENISE HONZELDirector-$0--
DAVID ROBINSONDirector-$0--
JOY CONKLINDirector-$0--
LISA DODSONDirector-$0--
ANNA MULESSA RNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Healthcare Workforce Institute
EIN
36-4591149
Phone
5036100746
Address
4000 KRUSE WAY PL BLDG 2 NO 100, LAKE OSWEGO, OR 97035

Signing Officer

Name
Jo Isgrigg
Title
Executive Director
Phone
5036100746
Signed
2019-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: payroll taxes. Amount: 6,838. Description: office expense. Amount: 886. Description: insurance. Amount: 2,697. Description: conferences, conventions, and meetings. Amount: 390. Total to form 990-ez, line 16: 10,811.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: accrual to cash converstion. Amount: 10,367.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 382. End of year amount: 76.

Raw XML Appendix181 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PAYROLL TAXES. AMOUNT: 6,838. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 886. DESCRIPTION: INSURANCE. AMOUNT: 2,697. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 390. TOTAL TO FORM 990-EZ, LINE 16: 10,811.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCRUAL TO CASH CONVERSTION. AMOUNT: 10,367.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 382. END OF YEAR AMOUNT: 76.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/ReturnTs02019-10-10T13:42:44-05:00
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ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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