Civic Intelligence

Northwest Health Foundation

990 • Fiscal year 2014 • EIN 91-1854545

Jan 01, 2014 to Dec 31, 2014 • Filed on Dec 17, 2015

221 NW Second Avenue No 300Portland, OR 97209

(503) 220-1955

Siviq Scores

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

Liabilities / Assets

30th percentile

0.06x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

1.38x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Net Margin

9th percentile

-17%

Higher net margin than 9% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

40th percentile

$217,912

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2014 filings • $50M-$100M nonprofits • Source year 2014

Asset Growth

39th percentile

2.3%

Faster asset growth than 39% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-37%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Assets

Up

$52,912,234

Up $1,204,191 (+2.3%) from 2013

Net Assets

Up

$49,890,422

Up $94,576 (+0.2%) from 2013

Liabilities

Up

$3,021,812

Up $1,109,615 (+58%) from 2013

Revenue

Down

$2,185,072

Down $1,307,021 (-37%) from 2013

Expenses

Down

$2,559,222

Down $29,795 (-1.2%) from 2013

Net Income

Down

-$374,150

Down $1,277,226 (-141%) from 2013

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $55,784,461Liabilities 2010: $6,878,824Net Assets 2010: $48,905,6372010Assets 2011: $50,599,877Liabilities 2011: $4,688,389Net Assets 2011: $45,911,4882011Assets 2012: $50,520,709Liabilities 2012: $3,912,229Net Assets 2012: $46,608,4802012Assets 2013: $51,708,043Liabilities 2013: $1,912,197Net Assets 2013: $49,795,8462013Assets 2014: $52,912,234Liabilities 2014: $3,021,812Net Assets 2014: $49,890,4222014Assets 2014: $52,912,234Liabilities 2014: $3,021,812Net Assets 2014: $49,890,4222014Assets 2015: $51,931,386Liabilities 2015: $3,595,404Net Assets 2015: $48,335,9822015Assets 2016: $51,628,258Liabilities 2016: $3,381,821Net Assets 2016: $48,246,4372016Assets 2017: $52,378,646Liabilities 2017: $1,113,127Net Assets 2017: $51,265,5192017Assets 2018: $48,603,664Liabilities 2018: $354,118Net Assets 2018: $48,249,5462018Assets 2019: $53,370,355Liabilities 2019: $1,646,502Net Assets 2019: $51,723,8532019Assets 2020: $60,967,213Liabilities 2020: $1,339,116Net Assets 2020: $59,628,0972020Assets 2021: $68,585,876Liabilities 2021: $685,109Net Assets 2021: $67,900,7672021Assets 2022: $66,827,233Liabilities 2022: $2,629,700Net Assets 2022: $64,197,5332022Assets 2023: $68,687,716Liabilities 2023: $1,309,428Net Assets 2023: $67,378,2882023Assets 2024: $71,177,337Liabilities 2024: $2,077,004Net Assets 2024: $69,100,3332024

Highlighted filing

2014

Assets$52,912,234
Liabilities$3,021,812
Net Assets$49,890,422

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $3,761,9302010Expenses 2011: $3,421,7272011Expenses 2012: $3,121,0212012Revenue 2013: $3,492,093Expenses 2013: $2,589,017Net Income 2013: $903,0762013Revenue 2014: $2,185,072Expenses 2014: $2,559,222Net Income 2014: -$374,1502014Revenue 2014: $2,185,072Expenses 2014: $2,559,222Net Income 2014: -$374,1502014Revenue 2015: $1,231,244Expenses 2015: $2,423,583Net Income 2015: -$1,192,3392015Revenue 2016: $2,178,403Expenses 2016: $2,498,179Net Income 2016: -$319,7762016Revenue 2017: $4,397,394Expenses 2017: $2,378,450Net Income 2017: $2,018,9442017Revenue 2018: $4,395,758Expenses 2018: $2,129,386Net Income 2018: $2,266,3722018Revenue 2019: $2,553,957Expenses 2019: $3,015,771Net Income 2019: -$461,8142019Revenue 2020: $2,032,718Expenses 2020: $2,798,780Net Income 2020: -$766,0622020Revenue 2021: $4,597,016Expenses 2021: $2,360,659Net Income 2021: $2,236,3572021Revenue 2022: $1,899,963Expenses 2022: $4,364,228Net Income 2022: -$2,464,2652022Revenue 2023: $2,159,316Expenses 2023: $2,337,673Net Income 2023: -$178,3572023Revenue 2024: $3,690,180Expenses 2024: $5,050,717Net Income 2024: -$1,360,5372024

Highlighted filing

2014

Revenue$2,185,072
Expenses$2,559,222
Net Income-$374,150
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Dec 17, 2015
Return Version
2014v5.0
Gross Receipts
$6,659,896
Mission and Program Overview

Mission

Northwest health foundation seeks to advance, support, and promote health in oregon and southwest washington. By providing grants to initiatives, forming partnerships with health and community leaders, and advocating for policy change.

To advance and support the health of the people of oregon and southwest washington.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$22,654,699$23,323,413▲ $668,714
Investments in Publicly Traded Securities$18,311,138$19,271,702▲ $960,564
Land, Buildings, and Equipment, Net$5,185,523$5,102,145▼ $83,378
Savings and Temporary Cash Investments$2,116,207$883,587▼ $1,232,620
Accounts Receivable-$16,796-
Prepaid Expenses and Deferred Charges$14,303$14,351▲ $48
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$51,708,043$52,912,234▲ $1,204,191
Other Assets Total$3,426,023$4,300,090▲ $874,067
Liabilities
Other Liabilities$1,500,000$1,800,000▲ $300,000
Grants Payable$214,700$1,104,100▲ $889,400
Accounts Payable and Accrued Expenses$197,497$117,712▼ $79,785
Total Liabilities$1,912,197$3,021,812▲ $1,109,615
Net Assets / Fund Balance
Unrestricted Net Assets$49,795,846$49,890,422▲ $94,576
Total Net Assets Fund Balance$49,795,846$49,890,422▲ $94,576
Total Liabilities and Net Assets / Fund Balance$51,708,043$52,912,234▲ $1,204,191

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$191,846$527,753$620,454
Leasehold Improvements$1,096,342$5,033$30,657
Buildings$2,839,200--
Other Land Buildings$17,757--
Land$957,000--
Other Assets Org$135,500--
Other Securities$23,323,413--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M David HooffVice President, FinancePT$48,636$79,057$127,693
Nichole MaherPresidentPT$81,031$17,091$98,122
Jason HiltonVice President, FinancePT$33,604$37,735$71,339
Suk RheeVice President-$53,316$12,097$65,413
Rev Wj KnutsonChair-$13,400$6,600$20,000
Becky Graham CPATreasurer-$5,200$2,675$7,875
Phillip WuDirector-$5,626$1,649$7,275
Darleen Ortega JdDirector-$3,971$1,954$5,925
Jim MeyerDirector-$2,448$3,327$5,775
Helena HuangDirector-$3,299$2,177$5,476
Carl TaltonSecretary-$3,039$1,836$4,875
Leda GarsideDirector-$2,217$1,758$3,975
Donalda DodsonDirector-$2,621$1,130$3,751
Mark HassDirector-$1,757$1,319$3,076
Michael AlexanderDirector-$1,946$1,130$3,076
William D Thorndike JrDirector-$1,910$941$2,851
Robert LawDirector-$2,056$569$2,625
Alissa Keny-guyerDirector-$1,180$695$1,875
Vanetta AbdellatifVice Chair-$1,005$495$1,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,115,664
Other Revenue
$69,408
Change in Net Assets
$-374,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,420,517
Salaries, Compensation, and Employee Benefits$594,000
Other Expenses$544,705
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,420,517--$1,420,517
Current Officers, Directors, Trustees, and Key Employees$109,046$199,127-$308,173
Other Salaries and Wages$132,560$70,202-$202,762
Fees for Service Investment Mgmnt Fees-$81,640-$81,640
Occupancy$48,463$27,775-$76,238
Conferences and Meetings$36,610$23,005-$59,615
Fees for Services Management$9,318$49,720-$59,038
Travel$35,902$15,472-$51,374
Other Expenses$32,593$11,167-$43,760
Office Expenses$25,828$17,611-$43,439
Payroll Taxes$19,373$17,233-$36,606
Fees for Services Accounting$5,015$26,752-$31,767
Fees for Services Lobbying$27,321--$27,321
Other Employee Benefits$13,139$13,668-$26,807
Information Technology$16,736$5,944-$22,680
Interest-$21,575-$21,575
Pension Plan Contributions$14,219$5,433-$19,652
Payments to Affiliates$9,254$6,207-$15,461
Depreciation Depletion$1,238$8,834-$10,072
Fees for Services Legal-$725-$725
Total Functional Expenses$1,957,132$602,090$0$2,559,222
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Oregon Community Foundation (ocf)Portland, OR501(c)(3)To Provide Funding for Nonprofits or Community-based Organizations to Increase Access to Comprehensive Dental Health Promotion Services Provided at Elementary and Middle Schools in Oregon.$325,000
PlayworksPortland, OREducationTo Support the Growth and Expansion of Playworks Nw Regional Impact in Oregon and Sw Washington.$200,000
Oregon VoicePortland, OR501(c)(3)To Support Nonpartisan Civic Engagement Activities. Xref 17513 (bus Project-17588, Cio-17589, Causa-17674, Apano-17675)$65,000
Africa House IrcoPortland, OR501(c)(3)To Identify New African Community Leaders, Convene Stakeholders Around Maternal Health, and Identify Data Needs.$30,000
Asian Family Center IrcoPortland, OR501(c)(3)To Work With Groups Representing Emerging Asian Immigrant/refugee Groups to Review Data Trends, Develop Culturally Responsive Indicators, and Develop an Early Life Task Force in Order to Build Leadership Among These Populations.$30,000
Asian Pacific American Network of Oregon (apano)Portland, OR501(c)(3)To Identify and Organize Asian Pacific Islander Rural Communities Across Oregon and Southwest Washington and Build a Statewide Network of Api Leaders.$30,000
BATTERED PERSONS' ADVOCACYRoseburg, OR501(c)(3)To Convene Community Members and Families Impacted by Domestic Violence in Order Provide Education and Organize Around the Impact of Adverse Childhood Experiences.$30,000
Be Your Best (fiscal Sponsor United Way of Lane County)Springfield, OR501(c)(3)To Use a Collective Impact Approach to Improve Family and Community Health and Engage Marginalized and Disenfranchised Communities to Inform and Guide Their Efforts.$30,000
Confederated Tribes of Siletz IndiansSiletz, OR501(c)(3)TO ORGANIZE COMMUNITY MEMBERS, LEADERS, AND ELDERS TO ASSESS NEEDS AND ASSETS RELATED TO CHILDREN'S HEALTH AND EDUCATIONAL OUTCOMES AND TO BUILD A COMMON VISION RELATED TO PARENTING, LITERACY, AND HEALTH.$30,000
EuvalcreeOntario, OR501(c)(3)To Build the Leadership Capacity of the Latino Community to Identify Issues and Take Action to Improve Health and Education Outcomes in Malheur County, With a Focus on Latino Children and Families.$30,000
Jefferson Regional Health AllianceMedford, OR501(c)(3)To Strengthen Governance and Partnership Structure to Align Education and Health Priorities, Develop Shared Agendas, and Develop Measures of Success, Outcomes, and Priorities.$30,000
LET'S TALK DIVERSITY COALITION (FISCAL SPON BETCARE TREATMENT SERV)Madras, OR501(c)(3)TO MEET WITH COALITION PARTNERS TO DISCUSS COMMUNITY ASSESSMENTS RELATED TO CHILDREN?S HEALTH AND EDUCATION OUTCOMES, AND CREATE COLLECTIVE IMPACT GOALS; AND TO TRAIN COALITION MEMBERS ON ADVOCACY AND COMMUNITY ENGAGEMENT WITH A FOCUS ON PRIORITY COMMUNITIES.$30,000
Linn-benton Community CollegeAlbany, OREducationTo Develop the Capacity and Infrastructure for Meaningful Engagement of the Parents and Families Most Impacted by Educational and Health Inequities in Their Communities.$30,000
Longview Highlands Neighborhood AssociationLongview, WA501(c)(3)To Convene Community Members and Partners Through a Resource Coordination Council and Community Cafes to Develop Learning and Sharing Opportunities. They Also Seek to Build the Leadership Skills and Capacity of Board Members to Build and Sustain Efforts.$30,000
Lower Columbia Hispanic CouncilAstoria, OR501(c)(3)To Identify Community Leaders, Discuss Health and Education Priorities, Meet With Institutional Partners, and Draft a Report Regarding Partnerships With the Goal of Uniting the Leadership of Their Community to Develop a 5-year Project Plan.$30,000
Malheur Education Service DistrictVale, OREducationTo Engage With Community Leaders, Hold Stakeholders Summits, Create an Analysis of Health Measures, Provide Collective Impact Training, and Work on Leadership Development With Their Parent and Hispanic Advisory Teams.$30,000
Medical Foundation of Marion & Polk CountiesSalem, OR501(c)(3)To Convene Partners to Develop a Common Agenda, Develop a Community Assessment, and Invite New Leaders From the Community to Address Health Outcomes for Children in Poverty.$30,000
Momentum AlliancePortland, ORNoneTo Build Leaders, Identify Potential Partners, and Inventory Policy and Systems Opportunities to Improve Child, Youth, and Family Health Outcomes With a Focus on Gender, Lgbtq, and Sexual and Reproductive Health Justice.$30,000
North Clackamas School DistrictMilwaukie, ORNoneTO IDENTIFY EMERGING PARENT LEADERS OF COLOR, HIRE A COMMUNITY ENGAGEMENT FACILITATOR TO ENGAGE FAMILIES AND PARENTS OF COLOR, AND BUILD THEIR DISTRICT?S HEALTHY COMMUNITIES COALITION?S CULTURAL COMPETENCE.$30,000
Oregon Latino Health Coalition (olhc)Portland, OR501(c)(3)To Organize Regional Advocacy Networks, Convene Networks Locally, and Plan for the 2015 Legislative Session in Order to Promote the Healthcare for All Children Campaign.$30,000
Pineros Y Campesinos Unidos Del Noroeste (pcun)Woodburn, OR501(c)(4)FISCAL SPONSOR - WILLAMETTE VALLEY LAW PROJECTTO INTRODUCE THE HB+HC INITIATIVE TO THEIR COMMUNITY LEADERS AND MEMBERS, DETERMINE BARRIERS TO HEALTH, IDENTIFY COMMUNITY ASSETS, RECRUIT ADDITIONAL LEADERS TO THE EFFORT, AND PRIORITIZE HEALTH MEASURES.$30,000
Slavic Network of Oregon IrcoPortland, OR501(c)(3)TO CONTRACT WITH THE CENTER TO ADVANCE RACIAL EQUITY AT PORTLAND STATE UNIVERSITY TO PRODUCE A MORE REFLECTIVE ASSESSMENT OF HEALTH AND EDUCATION INDICATORS, WITH DISAGGREGATED DATA FOR THE COMMUNITIES' CHILDREN AND YOUTH. TO CONVENE LEADERS TO UNDERSTAND BARRIERS AND PRIORITIZE NEXT STEPS, AND PURSUE THE CONSIDERATION OF AN INDEPENDENT 501C3 STATUS.$30,000
Vision Action NetworkBeaverton, OR-To Convene a Network of Partners in Washington County, Oregon to Address Health and Education Outcomes for Latino Children, With a Focus on Breaking Childhood Poverty.$30,000
Stand for Children-oregonPortland, OR501(c)(3)To Engage Trained Parent Leaders in the Upcoming Oregon Legislative Session, and to Train New and Emerging Parent Leaders From Reynolds and David Douglas School Districts.$22,523
CHILDREN'S DENTAL HEALTH ADVOCACY TASK FORCEPortland, ORGovernmentFISCAL SPONSOR - CITY CLUB OF PORTLANDTO CONVENE AN EFFORT TO ADVOCATE FOR THE RECOMMENDATIONS IDENTIFIED BY THE TASK FORCE TO SUPPORT NON-WATER FLUORIDATION, COST-EFFECTIVE OPTIONS FOR IMPROVING THE DENTAL HEALTH OF PORTLAND'S YOUTH.$10,000
Yes on Oregon Safe RoadsPortland, OR-To Support Measure Sb833, Providing Oregon Resident Driver Card Without Requiring Proof of Legal Presence in the United States.$10,000
Stand for Children Leadership CenterPortland, OR501(c)(3)To Engage Trained Parent Leaders in the Upcoming Oregon Legislative Session, and to Train New and Emerging Parent Leaders From Reynolds and David Douglas School Districts.$7,477
Area Health Education Center Northeast OregonLa Grande, OR501(c)(3)To Sponsor a Small Grant Making Opportunity for Students and Community Members Around Health and Educational Projects.$5,000
Coalition of Communities of ColorPortland, OR501(c)(3)Fiscal Sponsor - Native American Youth & Family Centerto Support Organizational Capacity Building.$5,000
Community Foundation for Southwest WashingtonVancouver, WA501(c)(3)To Support the Work for a Values and Beliefs Study in Sw Washington, Including Demographic Research, Poverty Index Work, and a Community Survey.$5,000
Confederated Tribes of the Lower Rogue RiverCoos Bay, OREducationalTo Provide General Operating Support to Create a Successful Community Outreach Program to Promote the Historic Legacy of the Tribe, Work Toward Gaining Federal Recognition, and Create a State Recognition Process.$5,000
Macdonald CenterPortland, OR501(c)(3)To Support General Operating Expenses.$5,000
Native American Youth & Family CenterPortland, OR501(c)(3)To Sponsor This Event.$5,000
Oregon Opportunity FundPortland, OR501(c)(3)To Support a Public Information Campaign on the Oregon Opportunity Initiative Ballot Measure.$5,000
Pacific County Youth AllianceLong Beach, WA501(c)(3)To Support a Two-day Board Training, Leadership Development, and Community Training on Building Bridges and Relationships With Diverse Families Across Pacific County.$5,000
Philippine American Chamber of Commerce of OregonPortland, OR501(c)(3)To Support a Feasibility Study to Initiate a Community Visioning Process and Determine If Their Community Understands and Values the Importance of a Pacco Community Resource Facility That Would Meet Multiple Needs Within the Filipino, Asian, and Pacific Islander American Communities.$5,000
Stand for Children Leadership CenterPortland, OR501(c)(3)To Provide General Operating Support.$5,000
The Moore Institute OhsuPortland, OR501(c)(3)To Sponsor This Event.$5,000
The Oregon Community Foundation (ocf)Portland, OR-To Support the Workforce Pilot Project.$5,000
The Oregon Community Foundation (ocf)Portland, OR-To Contribute to a Pooled Fund to Support a Statewide Effort to Fund Organizations to Work With Young People to Complete Their Daca Eligibility.$5,000
Urban League of PortlandPortland, OR-To Sponsor This Event.$5,000
VOZ WORKERS' RIGHTS EDUCATION PROJECTPortland, OR-To Support Operations During Their Transition in Funding Sources.$5,000
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Helena HaungDirectorA Grant Was Made to Oregon Voice, Thru a Fiscal Sponsor Helena Was the Ex. Director of Oregon VoiceNo$64,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$1,800,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 1

The executive committee is comprised of the chair, vice-chair, secretary, treasurer and 3-4 other directors appointed by the chair. It has authority to act on behalf of the board on time-sensitive issues between board meetings and report to the board.

Form 990, Part VI, Section B, Line 11

The president and vice president of finance will review before filing. A copy is provided to all board members after filing with the irs.

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

All board members and staff with board designated decision making authority are covered under the policy and required at the beginning of each year declare all potential conflicts. These are then monitored against potential grantees and service providers, any conflicts that arise are then referred to the board chair for oversight and the conflicted individual is removed from any decision making capacity in regards to the conflict.

Form 990, Part VI, Section B, Line 15A

Board approves an aggregate percentage increase for the organization and the president makes individual compensation decisions.

Form 990, Part VI, Section C, Line 19

Audited financial statements are available on northwest health foundation's website

FORM 990, PART VIII, LINE 3(C) & (D):

Unrelated business revenue changed to 47,918 from 113,871 due to the organization received revised 2014 k-1 from ara i, lp and ara ii, lp for emergence of additional information. The investment income total on line 3(a) did not changed, allocation on line 3(c) and (d) has been changed.

Filing and Contact Details

Filer

Filer Name
Northwest Health Foundation
EIN
91-1854545
Phone
5032201955
Address
221 NW SECOND AVENUE NO 300, PORTLAND, OR 97209

Signing Officer

Name
Jason Hilton
Title
Vice President of Finance
Phone
5032201955
Signed
2015-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicole Maher
Formed
1997
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
15
Volunteers
0

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, PART XII, LINE 2C:

The process has not changed.

Form 990-T, Part I, Line 5(A) and (C)

The unrelated business income on line 5(a) and (c) are have been changed to 133,439 from 206,720 due to the organization receiving revised 2014 k-1 from ara i, lp and ara ii, lp for emergence of additional information.

Form 990-T, Part I, Line 34

The unrelated business taxable income has been changed to 47,918 from 113,817 due to the organization receiving revised 2014 k-1 from ara i, lp and ara ii, lp for emergence of additional information.

Form 990-T, Part IV, Line 44(G)

The organization paid amount of 17,181 for the original tax due.

Form 990-T, Part IV, Line 48

The overpayment derived from the changes in unrelated business income and payment made with original return.

Financial Statement Notes

PART X, LINE 2:

The organization follows the provision of fasb asc topic of accounting for uncertainty in income taxes. Management has evaluated the organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the financial statements to comply with provisions of this topic.

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IRS990/Desc0NWHF'S HEALTHY BEGINNINGS, HEALTHY COMMUNITIES INITIATIVE INCLUDES THREE MAJOR PROGRAM AREAS: COMMUNITIES COLLABORATE, CULTIVATE SUCCESS AND EQUIP VOICES. COMMUNITIES COLLABORATE PROVIDED GENERAL OPEARTING SUPPORT TO 25 COMMUNITIES IN OREGON AND SOUTHWEST WASHINGTON TO ENGAGE PARENTS AND FAMILIES, COORDINATE FAMILY-SERVING AGENCIES AND SYSTEMS, AND DEVELOP COLLABORATIONS TO ENSURE POSITIVE OUTCOMES IN EARLY LIFE THROUGH COMMUNITY LEADERSHIP IN DECISION-MAKING PROCESSES.
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05015
IRS990/FeesForServicesAccountingGrp/TotalAmt031767
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0725
IRS990/FeesForServicesLegalGrp/TotalAmt0725
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt027321
IRS990/FeesForServicesLobbyingGrp/TotalAmt027321
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt049720
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt09318
IRS990/FeesForServicesManagementGrp/TotalAmt059038
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt081640
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1537843
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619612
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IRS990/Form990PartVIISectionAGrp/PersonNm1VANETTA ABDELLATIF
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL TALTON
IRS990/Form990PartVIISectionAGrp/PersonNm3BECKY GRAHAM CPA
IRS990/Form990PartVIISectionAGrp/PersonNm4DARLEEN ORTEGA JD
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK HASS
IRS990/Form990PartVIISectionAGrp/PersonNm6ALISSA KENY-GUYER
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm8HELENA HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm9LEDA GARSIDE
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT LAW
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL ALEXANDER
IRS990/Form990PartVIISectionAGrp/PersonNm12PHILLIP WU
IRS990/Form990PartVIISectionAGrp/PersonNm13DONALDA DODSON
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM D THORNDIKE JR
IRS990/Form990PartVIISectionAGrp/PersonNm15NICHOLE MAHER
IRS990/Form990PartVIISectionAGrp/PersonNm16M DAVID HOOFF
IRS990/Form990PartVIISectionAGrp/PersonNm17JASON HILTON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt92217
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt141910
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1581031
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1648636
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1853316
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6695
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt82177
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1599038
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT, FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT, FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01892078
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0630000
IRS990/GrantsPayableGrp/BOYAmt0214700
IRS990/GrantsPayableGrp/EOYAmt01104100
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01420517
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01420517
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05765024
IRS990/GrossReceiptsAmt06659896
IRS990/GrossRentsGrp/RealAmt0671286
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05944
IRS990/InformationTechnologyGrp/ProgramServicesAmt016736
IRS990/InformationTechnologyGrp/TotalAmt022680
IRS990/InterestGrp/ManagementAndGeneralAmt021575
IRS990/InterestGrp/TotalAmt021575
IRS990/InvestmentIncomeGrp/ExclusionAmt0175668
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0223586
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt047918
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt022654699
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt023323413
IRS990/InvestmentsPubTradedSecGrp/BOYAmt018311138
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019271702
IRS990/IRPDocumentCnt033
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0532786
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05185523
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05102145
IRS990/LandBldgEquipCostOrOtherBssAmt05634931
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03872946
IRS990/LessRentalExpensesGrp/RealAmt0601878
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NORTHWEST HEALTH FOUNDATION SEEKS TO ADVANCE, SUPPORT, AND PROMOTE HEALTH IN OREGON AND SOUTHWEST WASHINGTON. BY PROVIDING GRANTS TO INITIATIVES, FORMING PARTNERSHIPS WITH HEALTH AND COMMUNITY LEADERS, AND ADVOCATING FOR POLICY CHANGE, WE ARE FURTHERING OUR VISION OF GIVING EVERY PERSON THE OPPORTUNITY TO LEAD A HEALTHY LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt049795846
IRS990/NetAssetsOrFundBalancesEOYAmt049890422
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01892078
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01892078
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt069408
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt069408
IRS990/NetUnrelatedBusTxblIncmAmt047918
IRS990/NetUnrlzdGainsLossesInvstAmt0468726
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt027775
IRS990/OccupancyGrp/ProgramServicesAmt048463
IRS990/OccupancyGrp/TotalAmt076238
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017611
IRS990/OfficeExpensesGrp/ProgramServicesAmt025828
IRS990/OfficeExpensesGrp/TotalAmt043439
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03426023
IRS990/OtherAssetsTotalGrp/EOYAmt04300090
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013668
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013139
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026807
IRS990/OtherExpensesGrp/Desc0PROGRAM CONSULTING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011167
IRS990/OtherExpensesGrp/ProgramServicesAmt032593
IRS990/OtherExpensesGrp/TotalAmt043760
IRS990/OtherLiabilitiesGrp/BOYAmt01500000
IRS990/OtherLiabilitiesGrp/EOYAmt01800000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt070202
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0132560
IRS990/OtherSalariesAndWagesGrp/TotalAmt0202762
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt06207
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt09254
IRS990/PaymentsToAffiliatesGrp/TotalAmt015461
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017233
IRS990/PayrollTaxesGrp/ProgramServicesAmt019373
IRS990/PayrollTaxesGrp/TotalAmt036606
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05433
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014219
IRS990/PensionPlanContributionsGrp/TotalAmt019652
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014303
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014351
IRS990/PrincipalOfficerNm0NICOLE MAHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0NWHF'S CULTIVATE SUCCESS EXPANDS PROVEN AND PROMISING PROGRAMS. PARTNERSHIPS INCLUDED LEVERAGING PLAY IN SCHOOLS TO DECREASE BULLYING, INCREASE STUDENT COOPERATION, AND INCREASE CLASSTIME BY DECREASING THE TRANSITION TIME FROM RECESS; AND DELIVERING DENTAL SERVICES THROUGH SCHOOL-BASED COLLABORATIONS TO PROMOTE ORAL HEALTH AND REDUCE THE NUMBER OF MISSED DAYS OF SCHOOL DUE TO PREVENTABLE DENTAL DISEASE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0646203
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0525000
IRS990/ProgSrvcAccomActy3Grp/Desc0NWHF PROVIDES SPONSORSHIPS AND TECHNICAL ASSISTANCE AWARDS TO SUPPORT COMMUNITY-LED EFFORTS THAT SHARE THE FOUNDATION'S EQUITY PRIORITIES (RACE/ETHNICITY, INCLUDING IMMIGRANT AND REFUGEE IDENTIFICATION; GEOGRAPHY AND DISABILITY) BUT ARE SMALLER REQUESTS THAT DO NOT FIT WITHIN A MAJOR PROGRAMMATIC AREA. THESE AWARDS ARE FOR COMMUNITY EVENTS, FUNDRAISERS, LEARNING OPPORTUNITIES AND CONFERENCES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0159617
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0101860
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NWHF'S EQUIP VOICES BUILDS THE INFRASTRUCTURE FOR COMMUNITY ORGANIZATIONS TO PARTICIPATE IN DECISION-MAKING PROCESSES THAT IMPACT THEIR HEALTH AND LIVES. THESE AWARDS INCLUDE SUPPORT FOR ADVOCACY TRAININGS, CIVIC ENGAGEMENT, AND COALITIONS ADDRESSING POLICIES CONSIDERED BY THE STATE LEGISLATURE OR BY THE VOTING PUBLIC, SUCH AS THE ISSUE OF SAFE ROADS AND DRIVERS CARDS IN 2014. NWHF ALSO PROVIDES LIMITED, DISCRETIONARY SUPPORT FOR ONE-TIME, EMERGENT OR TIME-SENSITIVE ACTIVITIES THAT SUPPORT THE COMMUNITY'S ABILITY TO DEFINE AND PROMOTE HEALTH ON THEIR OWN TERMS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0253528
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0163657
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01258881
IRS990/PYInvestmentIncomeAmt03445143
IRS990/PYOtherExpensesAmt0722626
IRS990/PYOtherRevenueAmt046950
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0903076
IRS990/PYSalariesCompEmpBnftPaidAmt0607510
IRS990/PYTotalExpensesAmt02589017
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03492093
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-374150
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt069408
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02116207
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0883587
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02839200
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02839200
IRS990ScheduleD/EquipmentGrp/BookValueAmt0191846
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0527753
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt099145
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0620454
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0957000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0957000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.2$2.08$69.1$3.69$5.05$1.36
2023Summary only. Only limited summary data is available for this year.$68.7$1.31$67.4$2.16$2.34$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.8$2.63$64.2$1.90$4.36$2.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.6$0.69$67.9$4.60$2.36$2.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$1.34$59.6$2.03$2.80$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.4$1.65$51.7$2.55$3.02$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$0.35$48.2$4.40$2.13$2.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.4$1.11$51.3$4.40$2.38$2.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.6$3.38$48.2$2.18$2.50$0.32
2015Detailed filing. Detailed filing data is available for this year.$51.9$3.60$48.3$1.23$2.42$1.19
2014Detailed filing. Detailed filing data is available for this year.$52.9$3.02$49.9$2.19$2.56$0.37
2014Detailed filing. Detailed filing data is available for this year.$52.9$3.02$49.9$2.19$2.56$0.37
2013Detailed filing. Detailed filing data is available for this year.$51.7$1.91$49.8$3.49$2.59$0.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$3.91$46.6$3.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.6$4.69$45.9$3.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$6.88$48.9$3.76