Civic Intelligence

United We Heal Training Trust

EIN 87-2251603 • 501(c)3 • Portland, OR

Pub. 78 Eligible990-N CoverageNTEE P20

Profile

To champion a community mental health system that prioritizes healing through the design and implementation of behavioral healthcare occupation training pathway programs.

525 NE Oregon StPortland, OR 97232

unitedwehealoregon.com

Siviq Scores

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

Liabilities / Assets

85th percentile

0.64x

Higher debt load relative to assets than 85% of similar nonprofits.

NTEE P20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.80x

Higher debt load relative to revenue than 91% of similar nonprofits.

NTEE P20 • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-41%

Higher net margin than 8% of similar nonprofits.

NTEE P20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$196,405

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

NTEE P20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

12%

Faster asset growth than 57% of similar nonprofits.

NTEE P20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-86%

Faster revenue growth than 5% of similar nonprofits.

NTEE P20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,550,188

Up $164,501 (+12%) from 2023

Liabilities

Up

$987,599

Up $673,084 (+214%) from 2023

Net Assets

Down

$562,589

Down $508,583 (-47%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin8th percentile

Revenue

Down

$1,238,867

Down $7,413,512 (-86%) from 2023

Expenses

Down

$1,743,987

Down $5,844,694 (-77%) from 2023

Net Income

Down

-$505,120

Down $1,568,818 (-147%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2023: $1,385,687Liabilities 2023: $314,515Net Assets 2023: $1,071,1722023Assets 2024: $1,550,188Liabilities 2024: $987,599Net Assets 2024: $562,5892024

Highlighted filing

2024

Assets$1,550,188
Liabilities$987,599
Net Assets$562,589
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0MRevenue 2023: $8,652,379Expenses 2023: $7,588,681Net Income 2023: $1,063,6982023Revenue 2024: $1,238,867Expenses 2024: $1,743,987Net Income 2024: -$505,1202024

Highlighted filing

2024

Revenue$1,238,867
Expenses$1,743,987
Net Income-$505,120
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,550,188
Liabilities
$987,599
Net assets
$562,589
Revenue
$1,238,867
Expenses
$1,743,987
Net income
-$505,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.99$0.56$1.24$1.74$0.51
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.31$1.07$8.65$7.59$1.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 23, 2025
Return Version
2023v6.0
Gross Receipts
$1,628,415
Mission and Program Overview

Mission

To champion a community mental health system that prioritizes healing through the design and implementation of behavioral healthcare occupation training pathway programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,062,086$1,019,180▼ $42,906
Accounts Receivable$322,610$431,806▲ $109,196
Cash and Non-Interest-Bearing Accounts$0$83,993▲ $83,993
Prepaid Expenses and Deferred Charges$991$10,608▲ $9,617
Savings and Temporary Cash Investments$0$4,601▲ $4,601
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,385,687$1,550,188▲ $164,501
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$234,489$503,660▲ $269,171
Deferred Revenue$80,026$483,939▲ $403,913
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$314,515$987,599▲ $673,084
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,041,366$423,186▼ $618,180
Net Assets Without Donor Restrictions$29,806$139,403▲ $109,597
Total Net Assets Fund Balance$1,071,172$562,589▼ $508,583
Total Liabilities and Net Assets / Fund Balance$1,385,687$1,550,188▲ $164,501
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew FriedmanExecutive DirectorFT$130,945$65,460$196,405
Heather BerryControllerFT$97,291$25,213$122,504

Board Members and Trustees

NameTitle
Joe BaesslerPresident
Anna PenaTrustee
Juli KnappTrustee
Dave KohlerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,174,226
Program Service Revenue
$0
Investment Income
$64,641
Other Revenue
$0
Change in Net Assets
$-505,120

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,238,867
Revenue Not Reported on Form 990
$3,433
Total Revenue per Audited Statements
$1,242,300
Total Revenue per Form 990
$1,238,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,540,736
Other Expenses$119,219
Grants and Similar Amounts Paid$84,032
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$716,137$41,417$0$757,554
Current Officers, Directors, Trustees, and Key Employees$220,706$156,734$0$377,440
Other Employee Benefits$200,227$8,680$0$208,907
Fees for Services Other$113,484$20,399$0$133,883
Payroll Taxes$96,561$17,004$0$113,565
Grants to Domestic Orgs$84,032--$84,032
Pension Plan Contributions$76,268$7,002$0$83,270
Information Technology$3,103$17,716$0$20,819
Travel$17,096$2,080$0$19,176
Office Expenses$13,429$4,211$0$17,640
Fees for Services Legal$946$11,797$0$12,743
Fees for Services Accounting$0$12,000$0$12,000
Insurance$2,572$2,200$0$4,772
Advertising$1,318$0$0$1,318
Other Expenses$-291,001$0$0$-291,001
Total Functional Expenses$1,433,241$310,746$0$1,743,987

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,750,883
Expenses per Audited Statements$1,743,987
Total Expenses per Form 990$1,743,987
Expenses Not Reported on Form 990$6,896
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Health and Science UniversityPortland, OR501(c)(3)Childcare Provider Grants and Program Costs$74,342
Unite OregonPortland, OR501(c)(3)Childcare Provider Grants and Program Costs$9,690
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION B, LINE 11B:

“The trust's executive director and controller review the form 990 and then it is distributed to the full board.”

PART VI, SECTION B, LINE 12C:

“After reviewing a list of parties in interest, an annual signed statement is requested affirming they do not have any conflicts of interest by all trustees.”

PART VI, SECTION B, LINES 15A AND 15B:

“Compensation of the trust's executive director is reviewed and approved by the board of trustees and compared with industry compensation data.”

PART VI, SECTION C, LINE 19:

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
United We Heal Training Trust
EIN
87-2251603
In Care Of
% HEATHER BERRY
Phone
9712717840
Address
525 NE Oregon St, PORTLAND, OR 97232

Signing Officer

Name
Andrew Friedman
Title
Executive Director
Phone
5038045030
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Friedman
Formed
2021
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
15
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Kelly Pollard
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART III, LINE 1 AND LINE 4A:

“United we heal's mission is to implement behavioral healthcare occupation training pathway programs. These programs emphasize paid employment while participants learn new skills, achieve industry-recognized certification, and advance their careers, while minimizing student debt.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would be sustained upon examination by a tax authority. The trust is subject to route audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 531 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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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04211
IRS990/OfficeExpensesGrp/ProgramServicesAmt013429
IRS990/OfficeExpensesGrp/TotalAmt017640
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08680
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0200227
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0208907
IRS990/OtherExpensesGrp/Desc0RELATED TRAINING INSTRUCTION
IRS990/OtherExpensesGrp/Desc1SUBSCRIPTIONS AND MARKETING
IRS990/OtherExpensesGrp/Desc2RTN OF PREVIOUSLY AWARDED FUND
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02819
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16687
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt0175728
IRS990/OtherExpensesGrp/ProgramServicesAmt12635
IRS990/OtherExpensesGrp/ProgramServicesAmt2-291001
IRS990/OtherExpensesGrp/TotalAmt0178547
IRS990/OtherExpensesGrp/TotalAmt19322
IRS990/OtherExpensesGrp/TotalAmt2-291001
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041417
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0716137
IRS990/OtherSalariesAndWagesGrp/TotalAmt0757554
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017004
IRS990/PayrollTaxesGrp/ProgramServicesAmt096561
IRS990/PayrollTaxesGrp/TotalAmt0113565
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07002
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt076268
IRS990/PensionPlanContributionsGrp/TotalAmt083270
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0991
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010608
IRS990/PrincipalOfficerNm0ANDREW FRIEDMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08625305
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06470618
IRS990/PYInvestmentIncomeAmt027074
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0340326
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01063698
IRS990/PYSalariesCompEmpBnftPaidAmt0777737
IRS990/PYTotalExpensesAmt07588681
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08652379
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-505120
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01174226
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04601
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01174226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08625305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt039184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09838715
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt064641
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt064641
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportTotal170Amt09838715
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01174226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08625305
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt039184
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09838715
IRS990ScheduleA/TotalSupportAmt09903356
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt06896
IRS990ScheduleD/DonatedServicesUseFcltsAmt06896
IRS990ScheduleD/ExpensesNotReportedAmt06896
IRS990ScheduleD/ExpensesSubtotalAmt01743987
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3463
IRS990ScheduleD/RevenueNotReportedAmt03433
IRS990ScheduleD/RevenueSubtotalAmt01238867
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE TRUST IS SUBJECT TO ROUTE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt01743987
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01238867
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01242300
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01750883
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09690
IRS990ScheduleI/RecipientTable/CashGrantAmt174342
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHILDCARE PROVIDER GRANTS AND PROGRAM COSTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHILDCARE PROVIDER GRANTS AND PROGRAM COSTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITE OREGON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OREGON HEALTH AND SCIENCE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0743098100
IRS990ScheduleI/RecipientTable/RecipientEIN1931176109
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01390 SE 122ND AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 3003
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND

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