Civic Intelligence

Cco Oregon

990 • Fiscal year 2025 • EIN 46-2004054

Jan 01, 2025 to Dec 31, 2025

PO Box 14427Portland, OR 97293

(928) 699-1343

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.27x

Higher debt load relative to assets than 89% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.19x

Higher debt load relative to revenue than 89% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$126,330

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 64.7% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

16th percentile

-31%

Faster asset growth than 16% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-5.0%

Faster revenue growth than 39% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$132,110

Down $58,396 (-31%) from 2024

Net Assets

Down

$95,992

Down $35,841 (-27%) from 2024

Liabilities

Down

$36,118

Down $22,555 (-38%) from 2024

Revenue

Down

$195,200

Down $10,282 (-5.0%) from 2024

Expenses

Up

$231,041

Up $21,808 (+10%) from 2024

Net Income

Down

-$35,841

Down $32,090 (-856%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$100K$0-$100KAssets 2015: $47,503Liabilities 2015: $48,674Net Assets 2015: -$1,1712015Assets 2016: $80,169Liabilities 2016: $65,017Net Assets 2016: $15,1522016Assets 2017: $84,003Liabilities 2017: $107,125Net Assets 2017: -$23,1222017Assets 2018: $26,986Liabilities 2018: $7,769Net Assets 2018: $19,2172018Assets 2019: $66,182Liabilities 2019: $6,975Net Assets 2019: $59,2072019Assets 2020: $56,883Liabilities 2020: $17,322Net Assets 2020: $39,5612020Assets 2021: $57,447Liabilities 2021: $59,318Net Assets 2021: -$1,8712021Assets 2022: $181,945Liabilities 2022: $102,871Net Assets 2022: $79,0742022Assets 2023: $185,889Liabilities 2023: $50,305Net Assets 2023: $135,5842023Assets 2024: $190,506Liabilities 2024: $58,673Net Assets 2024: $131,8332024Assets 2025: $132,110Liabilities 2025: $36,118Net Assets 2025: $95,9922025

Highlighted filing

2025

Assets$132,110
Liabilities$36,118
Net Assets$95,992

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2015: $276,703Expenses 2015: $282,768Net Income 2015: -$6,0652015Revenue 2016: $300,700Expenses 2016: $284,377Net Income 2016: $16,3232016Revenue 2017: $251,983Expenses 2017: $290,257Net Income 2017: -$38,2742017Revenue 2018: $250,199Expenses 2018: $207,860Net Income 2018: $42,3392018Revenue 2019: $252,030Expenses 2019: $212,040Net Income 2019: $39,9902019Revenue 2020: $132,122Expenses 2020: $151,768Net Income 2020: -$19,6462020Revenue 2021: $104,369Expenses 2021: $145,801Net Income 2021: -$41,4322021Revenue 2022: $280,997Expenses 2022: $200,052Net Income 2022: $80,9452022Revenue 2023: $239,179Expenses 2023: $182,669Net Income 2023: $56,5102023Revenue 2024: $205,482Expenses 2024: $209,233Net Income 2024: -$3,7512024Revenue 2025: $195,200Expenses 2025: $231,041Net Income 2025: -$35,8412025

Highlighted filing

2025

Revenue$195,200
Expenses$231,041
Net Income-$35,841
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 9, 2026
Return Version
2025v4.1
Gross Receipts
$195,200
Mission and Program Overview

Mission

Cco oregon convenes payers, providers, and other care delivery partners to identify and advance evidence-based, stakeholder-driven strategies that support coordinated care and health transformation.

Cco oregon is a non-profit member association that aims to be shaped by and to serve all stakeholders that touch coordinated care in oregon. Our purpose is to support the delivery of exceptional care at reduced costs while promoting the health and well-being of oregonians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$189,824$131,276▼ $58,548
Prepaid Expenses and Deferred Charges$682$834▲ $152
Total Assets$190,506$132,110▼ $58,396
Liabilities
Deferred Revenue$50,167$30,417▼ $19,750
Accounts Payable and Accrued Expenses$8,506$5,701▼ $2,805
Total Liabilities$58,673$36,118▼ $22,555
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$131,833$95,992▼ $35,841
Total Net Assets Fund Balance$131,833$95,992▼ $35,841
Total Liabilities and Net Assets / Fund Balance$190,506$132,110▼ $58,396
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha ShepherdExecutive DirectorFT$110,843$15,487$126,330

Board Members and Trustees

NameTitle
Jeremiah RigsbyBoard Co-chair
Sean KolmerBoard Co-chair
Alyssa FranzenBoard Director
Danielle SobelBoard Director
Eric SevosBoard Director
Mina ZarneginBoard Director
Mindy StadtlanderBoard Director
Rick BlackwellBoard Secretary
Matthew SinnottBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$42,685
Program Service Revenue
$152,280
Investment Income
$0
Other Revenue
$235
All Other Contributions
$42,685
Change in Net Assets
$-35,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$135,299
Other Expenses$95,742
Total Fundraising Expense$15,651
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$90,689$22,079$13,562$126,330
Fees for Services Other$32,023$5,731-$37,754
Conferences and Meetings$30,350$255-$30,605
Fees for Services Accounting-$10,987-$10,987
Office Expenses$5,738$3,721-$9,459
Payroll Taxes$6,439$1,567$963$8,969
Travel$2,143$242-$2,385
Insurance-$1,258-$1,258
Other Expenses$7,260$-8,386$1,126$0
Total Functional Expenses$175,406$39,984$15,651$231,041
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent cpa firm. The executive director reviews and approves the form 990 prior to its filing with the irs.

Form 990, Part VI, Section B, Line 12C

Board members are reminded of the conflict of interest policy annually and are required to sign a consent form for compliance with the policy.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cco Oregon
EIN
46-2004054
Phone
9286991343
Address
PO BOX 14427, PORTLAND, OR 97293

Signing Officer

Name
Samantha Shepherd
Title
Executive Director
Phone
9286991343
Signed
2026-04-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samantha Shepherd
Formed
2013
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
250

Preparer

Firm
Gary Mcgee & Co Llp
Address
222 SW COLUMBIA ST STE 200, PORTLAND, OR 97201
Preparer
Yee Lee Mcgee
Phone
5032222515
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 32,023. Management and general expenses 5,098. Fundraising expenses 0. Total expenses 37,121. Payroll services: program service expenses 0. Management and general expenses 633. Fundraising expenses 0. Total expenses 633.

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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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IRS990/ReconcilationRevenueExpnssAmt0-35841
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0152280
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt027000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt032000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt084000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2021 AMOUNT: $ 102. 2022 AMOUNT: $ 38. 2023 AMOUNT: $ 49. 2024 AMOUNT: $ 912. 2025 AMOUNT: $ 235.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt020500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0162380
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt059
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0152280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0171885
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0210363
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0243092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt083708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0861328
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt059
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0183
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0235
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0912
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt049
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0102
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01336
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63470
IRS990ScheduleA/PublicSupportPY509Pct00.64890
IRS990ScheduleA/PublicSupportTotal509Amt0650708
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt047000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt087000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt074500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0134500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0373000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt020000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt055000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt064500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0124500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0289000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0194965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0204570
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0239113
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0280852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104208
IRS990ScheduleA/Total509Grp/TotalAmt01023708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0195200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0205482
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0239179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0280997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104369
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01025227
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO SIGN A CONSENT FORM FOR COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 32,023. MANAGEMENT AND GENERAL EXPENSES 5,098. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,121. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 633.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0190506
IRS990/TotalAssetsEOYAmt0132110
IRS990/TotalAssetsGrp/BOYAmt0190506
IRS990/TotalAssetsGrp/EOYAmt0132110
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt042685
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt015651
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039984
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175406
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt058673
IRS990/TotalLiabilitiesEOYAmt036118
IRS990/TotalLiabilitiesGrp/BOYAmt058673
IRS990/TotalLiabilitiesGrp/EOYAmt036118
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0131833
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt095992
IRS990/TotalOtherCompensationAmt015487
IRS990/TotalProgramServiceExpensesAmt0175406
IRS990/TotalProgramServiceRevenueAmt0152280
IRS990/TotalReportableCompFromOrgAmt0110843
IRS990/TotalRevenueGrp/ExclusionAmt0235
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0152280
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195200
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190506
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0132110
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0242
IRS990/TravelGrp/ProgramServicesAmt02143
IRS990/TravelGrp/TotalAmt02385
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 14427
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097293
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CCOOREGON.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z

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