Civic Intelligence

Oregon Coalition of Local Health Officials Inc

EIN 93-0926682 • 501(c)6 • Portland, OR

Profile

The purpose of the coalition is to advocate for effective and improved public policies, programs, and financing of local public health in oregon.

8912 SE Stephens StPortland, OR 97216

oregonclho.org

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

41st percentile

1.6%

Higher net margin than 41% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$168,320

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

31st percentile

-0.1%

Faster asset growth than 31% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

5.7%

Faster revenue growth than 48% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$370,964

Down $223 (-0.1%) from 2024

Liabilities

Down

$1,554

Down $12,707 (-89%) from 2024

Net Assets

Up

$369,410

Up $12,484 (+3.5%) from 2024

Operations
Liabilities / Revenue14th percentileNet Margin41st percentile

Revenue

Up

$1,335,747

Up $72,340 (+5.7%) from 2024

Expenses

Up

$1,314,269

Up $208,229 (+19%) from 2024

Net Income

Down

$21,478

Down $135,889 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2011: $308,773Liabilities 2011: $0Net Assets 2011: $308,7732011Assets 2012: $315,407Liabilities 2012: $0Net Assets 2012: $315,4072012Assets 2013: $373,070Liabilities 2013: $0Net Assets 2013: $373,0702013Assets 2014: $416,661Liabilities 2014: $0Net Assets 2014: $416,6612014Assets 2015: $419,516Liabilities 2015: $0Net Assets 2015: $419,5162015Assets 2016: $705,018Liabilities 2016: $4,145Net Assets 2016: $700,8732016Assets 2017: $555,511Liabilities 2017: $1,057Net Assets 2017: $554,4542017Assets 2018: $441,043Liabilities 2018: $709Net Assets 2018: $440,3342018Assets 2019: $408,216Liabilities 2019: $6,406Net Assets 2019: $401,8102019Assets 2020: $369,030Liabilities 2020: $0Net Assets 2020: $369,0302020Assets 2021: $333,667Liabilities 2021: $0Net Assets 2021: $333,6672021Assets 2022: $278,126Liabilities 2022: $972Net Assets 2022: $277,1542022Assets 2023: $199,577Liabilities 2023: $668Net Assets 2023: $198,9092023Assets 2024: $371,187Liabilities 2024: $14,261Net Assets 2024: $356,9262024Assets 2025: $370,964Liabilities 2025: $1,554Net Assets 2025: $369,4102025

Highlighted filing

2025

Assets$370,964
Liabilities$1,554
Net Assets$369,410
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $194,627Expenses 2011: $129,444Net Income 2011: $65,1832011Expenses 2012: $217,3152012Expenses 2013: $273,4962013Revenue 2014: $243,461Expenses 2014: $215,259Net Income 2014: $28,2022014Revenue 2015: $237,456Expenses 2015: $234,601Net Income 2015: $2,8552015Revenue 2016: $587,676Expenses 2016: $306,318Net Income 2016: $281,3582016Revenue 2017: $205,460Expenses 2017: $351,879Net Income 2017: -$146,4192017Revenue 2018: $213,216Expenses 2018: $324,478Net Income 2018: -$111,2622018Revenue 2019: $226,985Expenses 2019: $265,509Net Income 2019: -$38,5242019Revenue 2020: $221,975Expenses 2020: $254,755Net Income 2020: -$32,7802020Revenue 2021: $212,770Expenses 2021: $248,133Net Income 2021: -$35,3632021Revenue 2022: $261,473Expenses 2022: $309,034Net Income 2022: -$47,5612022Revenue 2023: $466,391Expenses 2023: $539,507Net Income 2023: -$73,1162023Revenue 2024: $1,263,407Expenses 2024: $1,106,040Net Income 2024: $157,3672024Revenue 2025: $1,335,747Expenses 2025: $1,314,269Net Income 2025: $21,4782025

Highlighted filing

2025

Revenue$1,335,747
Expenses$1,314,269
Net Income$21,478
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$370,964
Liabilities
$1,554
Net assets
$369,410
Revenue
$1,335,747
Expenses
$1,314,269
Net income
$21,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$1.34$1.31$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$1.26$1.11$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.47$0.54$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.26$0.31$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.21$0.25$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.22$0.25$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.23$0.27$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.21$0.32$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.55$0.21$0.35$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.70$0.59$0.31$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.24$0.23$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.24$0.22$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.19$0.13$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$1,335,747
Mission and Program Overview

Mission

The purpose of the coalition is to advocate for effective and improved public policies, programs, and financing of local public health in oregon.

Advocate for and institute measures for effective and improved public policies, programs, and financing of local (state) public health in oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$137,446$250,095▲ $112,649
Cash and Non-Interest-Bearing Accounts$231,294$115,515▼ $115,779
Land, Buildings, and Equipment, Net$2,447$5,354▲ $2,907
Total Assets$371,187$370,964▼ $223
Liabilities
Deferred Revenue$12,732--
Accounts Payable and Accrued Expenses$1,529$1,554▲ $25
Total Liabilities$14,261$1,554▼ $12,707
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$340,850$362,968▲ $22,118
Net Assets With Donor Restrictions$16,076$6,442▼ $9,634
Total Net Assets Fund Balance$356,926$369,410▲ $12,484
Total Liabilities and Net Assets / Fund Balance$371,187$370,964▼ $223

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,354-$5,354
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah LochnerExecutive DirectorFT$146,212$22,108$168,320

Board Members and Trustees

NameTitle
Philip Mason-joynerChair
Jocelyn WarrenPast Chair
Carrie BrogoittiVice Chair
Bob DannenhofferDirector
Chastity AndersonDirector
Dailene WilsonDirector
Florence PourtalDirector
Heather KaisnerDirector
Jackson BauresDirector
Jaime AanensenDirector
Jennifer LittleDirector
Jill QuackenbushDirector
Joseph FiumaraDirector
Judy ClarkeDirector
Karie WilhiteDirector
Katie PlumbDirector
Katie RussellDirector
Kelly SinghoseDirector
Kim La CroixDirector
Kirsten AirdDirector
Lindsey ManfrinDirector
Marie Boman-davisDirector
Marlene PutmanDirector
Martha McinnesDirector
Michael SellersDirector
Pat LuedtkeDirector
Rebecca StrickerDirector
Robin CanadayDirector
Sara HartsteinDirector
Sarah HartensteinDirector
Tim LynchDirector
Trey ThompsonDirector
Trish ElliotDirector
Wendy ZiekerDirector
Shane SandersonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$748,212
Program Service Revenue
$587,178
Investment Income
$357
Other Revenue
$0
All Other Contributions
$160,815
Change in Net Assets
$21,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$657,855
Other Expenses$656,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$383,141
Current Officers, Directors, Trustees, and Key Employees---$172,128
Fees for Services Other---$86,519
Payroll Taxes---$48,413
Office Expenses---$40,294
Fees for Services Lobbying---$40,000
Travel---$29,168
Pension Plan Contributions---$28,433
Other Employee Benefits---$25,740
Other Expenses---$13,854
Fees for Services Accounting---$8,345
Occupancy---$3,550
Insurance---$1,258
Conferences and Meetings---$1,102
Total Functional Expenses$0$0$0$1,314,269
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the coalition consist of one local health administrator of each dues paying oregon local public health authority. All local health officers and other local health personnel - health officers, environmental health specialists, and public health nursing supervisors as represented by their cuacuses.”

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

“A draft of the 990 is made available to the board for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“By-laws are available on the coalition's website. Other items are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oregon Coalition of Local
EIN
93-0926682
Phone
5033296923
Address
8912 SE STEPHENS ST, PORTLAND, OR 97216

Signing Officer

Name
Sarah Lochner
Title
Executive Director
Phone
5033296923
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Lochner
Formed
1986
Legal Domicile
Or
Voting Board Members
35
Independent Board Members
35
Employees
7
Volunteers
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Todd D Massinger
Phone
5032205900
Raw XML AppendixShowing 400 of 543 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/Form990PartVIISectionAGrp/PersonNm25SARAH HARTENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm26BOB DANNENHOFFER
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IRS990/Form990PartVIISectionAGrp/PersonNm28DAILENE WILSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR
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