Careoregon Inc

“Amit shah, md is a chief medical officer of careoregon and serves as a member of board of directors of housecall providers, pc. Shah holds 51% ownership and careoregon holds 49% of housecall providers, pc which is a fully consolidated subsidiary of careoregon for financial reporting purposes. Douglas luther and andrew luther have a family relationship.”

“Careoregon's form 990 is prepared by an external accounting firm, utilizing data provided by the careoregon finance department. The draft undergoes a multi-step review process before the final draft is presented to finance committee and the board of directors by the chief financial officer or vice president & controller. Each reviewer is given sufficient time to examine and provide feedback. Final approval is obtained prior to electronically submitting to the irs by the external accounting firm.”

“The conflict-of-interest policy of careoregon is distributed to the board members annually. It applies to directors, officers, and key employees (on the basis of tests set forth in form 990), and any other individual in a position to exercise significant influence over a decision having material economic impact for careoregon (collectively covered persons). The conflict-of-interest policy is reviewed and approved annually by the board. An annual conflict of interest declaration and independence questionnaire is distributed to all covered persons. Through the distributed document, each covered person signs and acknowledges their compliance with the conflict-of-interest policy and reports family and business relationships that are used to determine the independence of a director pursuant to the definition and tests set forth in irs form 990. The governance committee reviews the responses to the annual questionnaires and makes recommendations to the full board on any resolutions or actions required to mitigate any conflicts of interest. For 2024, there were no conflicts of interest requiring resolution or actions. At the beginning of each meeting of the board of directors, the chair asks all members present to declare any conflicts of interest so the board is updated on any new conflicts that may have arisen since the last annual questionnaire. All signed conflict of interest policy acknowledgements and independence questionnaires are retained at careoregon's office. If for a specific matter requiring board action, a conflict of interest exists, as determined by the board, an interested person may make a presentation at the meeting, disclosing the existence of his or her interest and shall disclose all material facts. Following the person's disclosures and after any discussion with the board, the individual leaves the meeting while the board independently discusses the matter before it votes on the proposed transaction or arrangement involving the conflict of interest. If there is reasonable question about the appropriateness of the proposed transaction or arrangement, the chair shall appoint a disinterested person or committee to investigate alternatives to the proposed transactions or arrangements. After exercising due diligence, the board shall evaluate the resulting alternatives presented by the appointed person or committee. If an appropriate conflict-free alternative is not reasonably attainable, the board shall determine by majority vote of the disinterested directors whether the original transaction or arrangement is in careoregon's best interest, for careoregon's own benefit, whether the transaction is fair and reasonable to careoregon, and whether the transaction is in compliance with all applicable laws and regulations. The board shall then vote whether to enter into the transaction or arrangement in conformity with the evaluation of the foregoing.”

“Market data on the total compensation package for executive positions is provided annually by an outside independent compensation consultant using comparable organizations by industry, profit/non-profit status and revenue size. The executive & compensation committee, consisting of a majority of independent board members, reviews market data, evaluates ceo performance and reviews ceo recommendations for compensation for other executive officers. The committee presents its recommendations for ceo to the board. Decisions are made in a board meeting. The board reviews the recommendation for the compensation of all other employees as part of the budget approval process. The process of determining the compensation of top management officials and key officers includes a review of an independent consultant's report of comparable salaries of similar organizations and is guided by written compensation practices. With the ceo and all other officers absent from the meetings, the board approves the salary of the ceo. This process was last undertaken on march 15, 2024 for the ceo, and the ceo's recommendations for other officers. There is contemporaneous documentation of this process and the results.”

“The tax return information is available upon request. While no requirement to make its governing documents, conflict of interest policy and financial statements available to the public exists, careoregon will consider all requests for these documents on a case-by-case basis.”

“Careoregon, inc. (careoregon) is a nonprofit health plan organized and operated exclusively for charitable, educational, and scientific purposes. Our mission is to inspire and partner to create quality and equity in individual and community health. Our vision is healthy communities for all individuals, regardless of income or social factors. We put the care in health care. We are a safety-net health plan providing health insurance services to meet the health care needs of low-income oregonians. We focus on the total health of our members, not just traditional health care. In teaming up with members, their families and their communities, we help oregonians live better lives, prevent illness and respond effectively to health issues. We care about people. We support our neighbors. We work with policy makers to ensure access. We believe in equity, diversity and inclusion. Careoregon provides managed care services to approximately 550,000 oregonians through its partnerships with three coordinated care organizations (ccos). Our members are primarily enrolled with oregon health plan (medicaid). Our members also include approximately 17,000 medicare and medicaid dually eligible members. Our members are located in the portland metropolitan area, southern oregon, and the northern oregon coastal counties.”

“Oregon health plan bridge program - in july 2024, the oregon health authority (oha) launched the oregon health plan (ohp) bridge program to expand access to no-cost health coverage for adults with incomes between 138% and 200% of the federal poverty level. Careoregon is participating in this statewide initiative by offering the bridge program to eligible members, helping ensure continuity of care for individuals who might otherwise lose coverage due to income fluctuations. The program includes comprehensive medical, dental, and behavioral health services, with no premiums or out-of-pocket costs. Health-related social needs - careoregon launched the health-related social needs (hrsn) benefit as part of oregon's 1115 medicaid waiver, aiming to improve health outcomes by addressing key social determinants of health. The benefit is being rolled out in phases and includes support in three areas: climate, housing, and nutrition-related needs. Eligible oregon health plan members experiencing significant life transitionssuch as homelessness risk, involvement with child welfare, or release from incarcerationcan access services like air conditioners, custom meals, and housing support to help stabilize their health and well-being. Mobile medication for opioid use disorder pilot program portland fire & rescue, in partnership with the multnomah county health department, careoregon, and the oregon poison center, launched a pilot program in february 2024 to administer medication for opioid use disorder (moud) during 911 overdose responses. The initiative, led by the community health assess and treat (chat) team, allows paramedics to provide immediate treatment with buprenorphine and naloxone at the scene, aiming to reduce overdose deaths and connect individuals to recovery services without requiring emergency room visits. This approach is part of a broader effort to improve outcomes and reduce strain on emergency services. Preventative medicine residency program oregon health & science university (ohsu) and careoregon have partnered to launch the state's only preventive medicine residency program, set to begin in summer 2025. Funded with $2.5 million from careoregon through 2030, the program aims to train physicians to address broad public health challenges and improve community well-being. Scholarship for medical students - careoregon has launched the dr. Nathalie johnson scholarship to support medical students from historically underrepresented backgrounds who are committed to addressing health equity, particularly in reducing black maternal mortality. The scholarship, administered by national medical fellowships, honors dr. Nathalie mcdowell johnson, a renowned breast cancer surgeon and long-time careoregon board member. Self-serve prescription lockers - in response to widespread pharmacy closures across oregon, careoregon launched a pilot program to expand medication access through self-serve prescription pickup lockers. Installed in partnership with local independent pharmacies and federally qualified health centers, six lockers have been placed in key areas including the portland metro, northwest oregon, and jackson county. These lockers, funded initially by careoregon, offer a convenient and equitable solution for patients to access their prescriptions outside of traditional pharmacy hours.”

“Oregon health plan (medicaid) program careoregon provides health care services by contracting with networks of community and private medical providers throughout the state of oregon. These services result in better access to quality health care, lower costs, and improved care for our members and for the communities we serve. Careoregon continue to provide four types of behavioral health directed payments to improve equitable access to quality services for our members through a more sustainable behavioral health workforce. We provided additional funding of $130.8 million (representing 36% increase from base rate payments) to our behavioral health provider network in the following methods: - $107.7 million in tiered uniform rate increase directed payments - $20.1 million in minimum fee schedule directed payments - $2.7 million in culturally & linguistically specific services directed payments - $0.3 million in co-occurring disorder directed payments in addition to traditional health care spending, careoregon and its subsidiary ccos invested over $35 million in health-related services (hrs) spending for the year ended december 31, 2024. Health-related services are non-covered services that are offerred as a supplement to covered benefits to improve care delivery and overall member and community health and well-being. Examples of health-related services include providing temporary housing, pre-tenancy supports, utility bills, housing improvements, climate devices, healthy food, education, employment and legal support, trauma informed services and supports, and transportion. In response to a nationwide cybersecurity incident on change healthcare that disrupted insurance claims processing, careoregon provided over $13 million in claim advances to support its contracted providers, particularly smaller and behavioral health practices. The organization also implemented alternative systems for electronic and paper claims submissions, offered technical assistance, and updated provider resources to ensure continuity of care and financial stability during the crisis.”

“Medicare plan on behalf of health plan of careoregon, careoregon administers careoregon advantage (coa) plus, a medicare special needs plan (snp). Coa plus provides continuity of coverage for members who are dually eligible for medicare and medicaid. The continuity benefits both patients and providers by ensuring a coordinated and convenient means of receiving and delivering quality care. Our medicare plans served approximately 17,000 members in 2024.”

“Community reinvestment with careoregon's goal of continuously investing in the communities we serve, we made impactful community reinvestments to other nonprofit charitable organizations that strive to improve health care in oregon and to improve the health care status of vulnerable and underserved populations. We awarded $35.7 million to our provider and community based organization networks during 2024. Careoregon recognizes that a host of factors known as social determinants of health affects well-being. Our grant-making includes an eye for partnerships that positively impact these influences. As part of operating support funding to the legacy unity center for behavioral health, careoregon awarded $9.6 million to provide funding for unity's integrated pediatric primary care and behavioral health center, adult behavioral health ambulatory services and outpatient pharmacy. Our strategic healthcare investment for transformation (shift) initiative is a community reinvestment program aimed at transforming specialty behavioral health organizations across oregon. We awarded $5.1 million under the shift program during 2024 and supported clinical, financial and operational transformation of outpatient behavioral health. In june 2024, careoregon awarded $ 2.0 million to trillium family services toward its efforts to add a 12-bedroom new building serving youth across the state of oregon. This new building and program services would reflect a mix of subacute and psychiatric residential treatment levels of care which can flex over time based on community need. During 2024, careoregon awarded $ 1.4 million to coda, inc. Toward the center for addictions treatment and triage (catt) project in washington county. Catt is a multi-year, multi-purpose project which will more than double washington county's current residential bed capacity, add withdrawal management services, and eventually expand to include previously unavailable services such as sobering, triage, and short-term stabilization services. In september 2024, careoregon awarded $ 1.1 million to 4th dimension recovery center toward its housing project. The primary focus of this project is to establish peer run recovery housing for members who are discharged from substance use disorder as a supported six to twelve month transition into permanent housing wth a focus on maintaining recovery.”

“For the year ended december 31, 2024, an audit was performed by an independent auditor for the consolidated careoregon group which includes careoregon, inc., health plan of careoregon, inc., 900 s. Holladay dr, llc, columbia pacific cco, llc, jackson county cco, llc, housecall providers services llc, housecall providers, pc, and careoregon foundation. In addition, statutory audits were performed on health plan of careoregon, inc., columbia pacific cco, llc and jackson county cco, llc on a standalone basis for the purpose of regulatory filings for the year ended december 31, 2024.”

“Transfer to housecall providers, pc -2,000,000. Transfer to health plan of careoregon -75,000,000.”