Civic Intelligence

Willamette Community Health

EIN 93-0421470 • 501(c)3 • Eugene, OR

Profile

Cascade health is a local, non-profit health care organization dedicated to improving the quality of life in our community by providing quality, charitable and compassionate healthcare. A cornerstone of our mission is to meet unmet health needs in our community. Our values, which include respect, professionalism (quality), compassion, and relationships, are embraced by our staff and reflected in the services we provide. The highly skilled and committed professionals at cascade partner with physicians and other health care organizations to enhance quality of life.

2650 Suzanne Way Ste 200Eugene, OR 97408

www.cascadehealth.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.38x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.45x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

25th percentile

-4.0%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-8.1%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

6.3%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$31,413,730

Down $2,781,571 (-8.1%) from 2023

Liabilities

Down

$11,788,964

Down $5,511,000 (-32%) from 2023

Net Assets

Up

$19,624,766

Up $2,729,429 (+16%) from 2023

Revenue

Up

$26,445,478

Up $1,574,458 (+6.3%) from 2023

Expenses

Up

$27,493,384

Up $1,454,643 (+5.6%) from 2023

Net Income

Up

-$1,047,906

Up $119,815 (+10%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $36,746,388Liabilities 2010: $13,074,823Net Assets 2010: $23,671,5652010Assets 2011: $33,539,566Liabilities 2011: $19,564,517Net Assets 2011: $13,975,0492011Assets 2012: $38,374,578Liabilities 2012: $25,199,458Net Assets 2012: $13,175,1202012Assets 2013: $39,964,107Liabilities 2013: $15,782,770Net Assets 2013: $24,181,3372013Assets 2014: $40,322,701Liabilities 2014: $27,802,431Net Assets 2014: $12,520,2702014Assets 2015: $39,474,700Liabilities 2015: $28,681,607Net Assets 2015: $10,793,0932015Assets 2016: $39,870,365Liabilities 2016: $29,343,497Net Assets 2016: $10,526,8682016Assets 2017: $39,173,067Liabilities 2017: $28,193,270Net Assets 2017: $10,979,7972017Assets 2018: $36,226,435Liabilities 2018: $29,244,102Net Assets 2018: $6,982,3332018Assets 2019: $34,372,174Liabilities 2019: $26,628,047Net Assets 2019: $7,744,1272019Assets 2020: $38,321,711Liabilities 2020: $28,032,211Net Assets 2020: $10,289,5002020Assets 2021: $37,789,593Liabilities 2021: $17,162,516Net Assets 2021: $20,627,0772021Assets 2022: $34,791,176Liabilities 2022: $19,735,920Net Assets 2022: $15,055,2562022Assets 2023: $34,195,301Liabilities 2023: $17,299,964Net Assets 2023: $16,895,3372023Assets 2024: $31,413,730Liabilities 2024: $11,788,964Net Assets 2024: $19,624,7662024

Highlighted filing

2024

Assets$31,413,730
Liabilities$11,788,964
Net Assets$19,624,766

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $12,374,6652010Expenses 2011: $12,547,2562011Expenses 2012: $13,455,1482012Revenue 2013: $13,485,714Expenses 2013: $14,773,906Net Income 2013: -$1,288,1922013Revenue 2014: $14,317,340Expenses 2014: $14,794,260Net Income 2014: -$476,9202014Revenue 2015: $15,156,486Expenses 2015: $14,694,406Net Income 2015: $462,0802015Revenue 2016: $15,217,694Expenses 2016: $15,522,136Net Income 2016: -$304,4422016Revenue 2017: $18,105,068Expenses 2017: $17,787,263Net Income 2017: $317,8052017Revenue 2018: $22,233,534Expenses 2018: $20,972,474Net Income 2018: $1,261,0602018Revenue 2019: $21,707,071Expenses 2019: $22,230,481Net Income 2019: -$523,4102019Revenue 2020: $23,358,284Expenses 2020: $21,868,159Net Income 2020: $1,490,1252020Revenue 2021: $26,542,826Expenses 2021: $23,032,341Net Income 2021: $3,510,4852021Revenue 2022: $22,413,239Expenses 2022: $24,739,531Net Income 2022: -$2,326,2922022Revenue 2023: $24,871,020Expenses 2023: $26,038,741Net Income 2023: -$1,167,7212023Revenue 2024: $26,445,478Expenses 2024: $27,493,384Net Income 2024: -$1,047,9062024

Highlighted filing

2024

Revenue$26,445,478
Expenses$27,493,384
Net Income-$1,047,906

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.4$11.8$19.6$26.4$27.5$1.05
2023Detailed filing. Detailed filing data is available for this year.$34.2$17.3$16.9$24.9$26.0$1.17
2022Detailed filing. Detailed filing data is available for this year.$34.8$19.7$15.1$22.4$24.7$2.33
2021Detailed filing. Detailed filing data is available for this year.$37.8$17.2$20.6$26.5$23.0$3.51
2020Detailed filing. Detailed filing data is available for this year.$38.3$28.0$10.3$23.4$21.9$1.49
2019Detailed filing. Detailed filing data is available for this year.$34.4$26.6$7.74$21.7$22.2$0.52
2018Detailed filing. Detailed filing data is available for this year.$36.2$29.2$6.98$22.2$21.0$1.26
2017Detailed filing. Detailed filing data is available for this year.$39.2$28.2$11.0$18.1$17.8$0.32
2016Detailed filing. Detailed filing data is available for this year.$39.9$29.3$10.5$15.2$15.5$0.30
2015Detailed filing. Detailed filing data is available for this year.$39.5$28.7$10.8$15.2$14.7$0.46
2014Detailed filing. Detailed filing data is available for this year.$40.3$27.8$12.5$14.3$14.8$0.48
2013Detailed filing. Detailed filing data is available for this year.$40.0$15.8$24.2$13.5$14.8$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$25.2$13.2$13.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$19.6$14.0$12.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$13.1$23.7$12.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$30,426,760
Mission and Program Overview

Mission

Cascade health is a local, non-profit health care organization dedicated to improving the quality of life in our community by providing quality, charitable and compassionate healthcare. A cornerstone of our mission is to meet unmet health needs in our community. Our values, which include respect, professionalism (quality), compassion, and relationships, are embraced by our staff and reflected in the services we provide. The highly skilled and committed professionals at cascade partner with physicians and other health care organizations to enhance quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,193,779$13,717,747▼ $476,032
Investments in Publicly Traded Securities$11,983,182$10,209,698▼ $1,773,484
Accounts Receivable$3,113,335$3,050,262▼ $63,073
Savings and Temporary Cash Investments$1,315,484$1,567,554▲ $252,070
Cash and Non-Interest-Bearing Accounts$1,442,994$1,174,966▼ $268,028
Intangible Assets$1,505,718$1,137,099▼ $368,619
Prepaid Expenses and Deferred Charges$331,589$363,700▲ $32,111
Pledges and Grants Receivable$32,581$5,659▼ $26,922
Total Assets$34,195,301$31,413,730▼ $2,781,571
Other Assets Total$276,639$187,045▼ $89,594
Liabilities
Tax Exempt Bond Liabilities$6,981,291$6,531,351▼ $449,940
Other Liabilities$7,312,240$2,662,835▼ $4,649,405
Accounts Payable and Accrued Expenses$1,945,239$1,779,077▼ $166,162
Mortgage Notes Payable Secured by Investment Property$1,012,372$709,952▼ $302,420
Deferred Revenue$48,822$105,749▲ $56,927
Total Liabilities$17,299,964$11,788,964▼ $5,511,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,768,222$19,497,651▲ $2,729,429
Net Assets With Donor Restrictions$127,115$127,115→ $0
Total Net Assets Fund Balance$16,895,337$19,624,766▲ $2,729,429
Total Liabilities and Net Assets / Fund Balance$34,195,301$31,413,730▼ $2,781,571

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,671,311$4,981,648$12,652,959
Land$3,705,147-$3,705,147
Equipment$1,905,785$1,237,592$3,143,377
Leasehold Improvements$435,504$282,810$718,314
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen CordesMedical DireFT$270,387$40,649$311,036
Kathleen CordesMedical Director-$270,387$40,649$311,036
Eric Van HoutenCEOFT$193,489$55,015$248,504
Travis HoffmanWap ManagerFT$157,674$63,038$220,712
Laura HelfrichHh ManagerFT$163,284$52,478$215,762
Travis BrookeCOOFT$139,548$59,925$199,473
Tara HubbirdBus Dev ManaFT$135,848$53,612$189,460
Tara HubbirdBus Dev Manager-$135,848$53,612$189,460
Arianne RizziCFOFT$136,337$33,703$170,040

Board Members and Trustees

NameTitle
Richard TruettPresident
Andy MooreDirector
Bob LaingDirector
Brian CrainerDirector
Carol Marusich OdDirector
Elizabeth BainterDirector
Holly Jo Hodges MdDirector
Jerry StiltnerDirector
Jim GingerDirector
Richard Abraham MdDirector
Sarah FirthDirector
Gregg ErwinTreasurer/se
Nikos RidgeVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Doctors Emergency Room CorpProf. ServicesPO BOX 825, Springfield, OR 97477$1,020,236
Eugene RehabilitationHospice Resid2360 CHAMBERS ST, Eugene, OR 97405$127,961
Metrocom DevelopmentRent2350 W 11TH AVE, Eugene, OR 97402$114,595
Geor Lessee (graduate Hotel)Event Space133 N JEFFERSON ST FLOOR 4, Chicago, IL 60661$106,811
Revenue and Support

Revenue Composition

Contributions and Grants
$625,433
Program Service Revenue
$24,431,754
Investment Income
$1,226,117
Other Revenue
$162,174
All Other Contributions
$266,983
Change in Net Assets
$-1,047,906
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,147,974
Other Expenses$6,313,767
Total Fundraising Expense$187,944
Grants and Similar Amounts Paid$31,643
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,083,606$2,013,015$110,851$15,207,472
Other Employee Benefits$2,641,991$676,572$15,495$3,334,058
Payroll Taxes$1,134,878$238,160$4,878$1,377,916
Pension Plan Contributions$659,726$146,402$3,856$809,984
Depreciation Depletion$501,887$246,840$895$749,622
Office Expenses$497,613$52,231-$549,844
Other Expenses$360,968$61,595-$422,563
Current Officers, Directors, Trustees, and Key Employees-$418,544-$418,544
All Other Expenses$99,230$208,499$39,116$346,845
Interest$167,210$50,462$12,615$230,287
Occupancy$126,151$95,883-$222,034
Travel$183,896$4,400$33$188,329
Insurance$143,510$35,921-$179,431
Advertising$20,588$124,046$193$144,827
Fees for Services Other$20,232$50,808-$71,040
Fees for Service Investment Mgmnt Fees-$60,000-$60,000
Conferences and Meetings$45,226$13,205$12$58,443
Fees for Services Accounting-$37,133-$37,133
Grants to Domestic Individuals$31,643--$31,643
Fees for Services Legal-$6,171-$6,171
Total Functional Expenses$22,504,788$4,800,652$187,944$27,493,384
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$131,186
Fundraising Gross Income$53,006
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Festival of Tre$372,037$41,321$60,005$-18,684
Flavor Fest$39,419$11,685$2,751$8,934
Total Events$411,456$53,006$131,186$-78,180
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Richard AbrahamBoard MemberMedical ServicesNo$1,020,236
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Defined Benefit Pension Liab$2,482,728
Lease Liabilities$180,107

Bond Issues

BondIssuerIssuedIssue PricePurpose
AState of Oregon Ofa2021-11-18$7,877,866See part vi supp. Info the proceeds of the bond were used to refinance two previously outanding bond

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,877,866$7,803,628$1,346,515$74,238

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer 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

Form 990, Page 6, Part VI, Line 11B

The form 990 will be reviewed by the ceo and cfo prior to filing.

Form 990, Page 6, Part VI, Line 12C

Employees are required to complete a 'conflict of interest disclosure statement' annually and are required to notify managers of any change in status during the year. Notification should occur no later than 30 days after the change occurs. The director of human resources is responsible for monitoring enforcement of this policy, ensuring employees have access to all required documentation and are knowledgable of the policy and keeping employee records up to date. Board members are required to complete the disclosure statement annually.

Form 990, Page 6, Part VI, Line 15A

The board of directors reviews the compensation of the ceo on an annual basis utilizing regional salary data results. The chairman of the board provides a documented request to the director of human resources, who actuates the agreed-upon change to compensation.

Form 990, Page 6, Part VI, Line 15B

For other members of the senior leadership team, local and regional salary survey data is reviewed on a periodic basis to ensure market-appropriate wage ranges. Movement within the range is based on defined management performance incentive criteria that equates to the percentage increase for which the individual will be eligible. The ceo, with the assistance of hr, is responsible for implementing these adjustments.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Willamette Community Health
EIN
93-0421470
Phone
5412283000
Address
2650 SUZANNE WAY STE 200, EUGENE, OR 97408
Doing Business As
Cascade Health

Signing Officer

Name
Travis Brooke
Title
COO
Phone
5412283000
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Brooke
Formed
1950
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
11
Employees
313
Volunteers
76

Preparer

Firm
Jones & Roth Pc
Address
6723 NE BENNETT ST STE 220, HILLSBORO, OR 97124
Preparer
Aaron C Sachs
Phone
5036480521
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Cascade health is a local, non-profit health care organization dedicated to improving the quality of life in our community by providing quality, charitable and compassionate healthcare. A cornerstone of our mission is to meet unmet health needs in our community. Our values, which include respect, professionalism (quality), compassion, and relationships, are embraced by our staff and reflected in the services we provide. The highly skilled and committed professionals at cascade partner with physicians and other health care organizations to enhance quality of life.

Form 990, Page 1, Part I, Line 6

Cascade health typically engages volunteers to assist in hospice patient care, respite, hospice house support, event preparation and execution, adminstrative support, music, companion animals, and special project assistance for hospice and palliative care plus patients and families. Cascade health typically holds an annual fundraising event, festival of trees, and a significant number of volunteers assist with the event.

Form 990, Page 2, Part III, Line 4A

Cascade health offers a unique array of services that positively contribute to people's health. Each year the organization serves approximately 50,000 unique individuals throughout the state of oregon. The organization provides health solutions throughout the continuum of care to individuals in their home, at work, and in our community. Services include home health, hospice, an occupational medicine clinic, a physical and occupational therapy clinic for injured workers, a medic unit to respond to workplace injuries, on-site wellness programs, employer sponsored onsite wellness clinics, and employee assistance program, a diabetic education program that is ada certified, and nutrition education. One common theme is present with all of our services - we strive to make lives better. Whether we are helping someone prevent or manage a health condition, or serving dying patients and their families to relieve symptoms and find meaning in the final phase of life, our expert and compassionate staff work to make lives better. Cascade health has a strong history of community collaboration and cooperation. We work closely with other health organizations and specialist physician groups to collectively improve our community's health and well- being.

Form 990, Part XI, Line 9

Net periodic pension benefit cost -445,395 net accretion of gain in fv of pension plan assets 4,458,973 total 4,013,578

Raw XML AppendixShowing 400 of 787 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/Desc0CASCADE HEALTH OFFERS A UNIQUE ARRAY OF SERVICES THAT POSITIVELY CONTRIBUTE TO PEOPLE'S HEALTH. EACH YEAR THE ORGANIZATION SERVES APPROXIMATELY 50,000 UNIQUE INDIVIDUALS THROUGHOUT THE STATE OF OREGON. THE ORGANIZATION PROVIDES HEALTH SOLUTIONS THROUGHOUT THE CONTINUUM OF CARE TO INDIVIDUALS IN THEIR HOME, AT WORK, AND IN OUR COMMUNITY. SERVICES INCLUDE HOME HEALTH, HOSPICE, AN OCCUPATIONAL MEDICINE CLINIC, A PHYSICAL AND OCCUPATIONAL THERAPY CLINIC FOR INJURED WORKERS, A MEDIC UNIT TO RESPOND TO WORKPLACE INJURIES, ON-SITE WELLNESS PROGRAMS, EMPLOYER SPONSORED ONSITE WELLNESS CLINICS, AND EMPLOYEE ASSISTANCE PROGRAM, A DIABETIC EDUCATION PROGRAM THAT IS ADA CERTIFIED, AND NUTRITION EDUCATION. ONE COMMON THEME IS PRESENT WITH ALL OF OUR SERVICES - WE STRIVE TO MAKE LIVES BETTER. WHETHER WE ARE HELPING SOMEONE PREVENT OR MANAGE A HEALTH CONDITION, OR SERVING DYING PATIENTS AND THEIR FAMILIES TO RELIEVE SYMPTOMS AND FIND MEANING IN THE FINAL PHASE OF LIFE, OUR EXPERT AND COMPASSIONATE STAFF WORK TO MAKE LIVES BETTER. CASCADE HEALTH HAS A STRONG HISTORY OF COMMUNITY COLLABORATION AND COOPERATION. WE WORK CLOSELY WITH OTHER HEALTH ORGANIZATIONS AND SPECIALIST PHYSICIAN GROUPS TO COLLECTIVELY IMPROVE OUR COMMUNITY'S HEALTH AND WELL- BEING.
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