Civic Intelligence

Heatherington Foundation for Innovation

EIN 93-0988354 • 501(c)3 • Portland, OR

Profile

To provide cooperative and comprehensive programs of health care to the community

2121 SW Broadway St 115Portland, OR 97201

n/A

Siviq Scores

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

Liabilities / Assets

80th percentile

0.59x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

1.01x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-89%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

1.6%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

3.0%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$19,645,304

Up $300,524 (+1.6%) from 2023

Liabilities

Up

$11,568,465

Up $10,521,112 (+1005%) from 2023

Net Assets

Down

$8,076,839

Down $10,220,588 (-56%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin3rd percentile

Revenue

Up

$11,491,121

Up $334,846 (+3.0%) from 2023

Expenses

Up

$21,758,534

Up $7,518,954 (+53%) from 2023

Net Income

Down

-$10,267,413

Down $7,184,108 (-233%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$40M$30M$20M$10M$0Assets 2010: $0Liabilities 2010: $02010Assets 2014: $15,000,025Liabilities 2014: $0Net Assets 2014: $15,000,0252014Assets 2015: $16,916,024Liabilities 2015: $2,005,253Net Assets 2015: $14,910,7712015Assets 2017: $15,154,836Liabilities 2017: $50Net Assets 2017: $15,154,7862017Assets 2018: $36,261,957Liabilities 2018: $1,851,411Net Assets 2018: $34,410,5462018Assets 2019: $31,719,556Liabilities 2019: $165,400Net Assets 2019: $31,554,1562019Assets 2020: $33,848,455Liabilities 2020: $208,205Net Assets 2020: $33,640,2502020Assets 2021: $23,789,452Liabilities 2021: $315,481Net Assets 2021: $23,473,9712021Assets 2022: $19,634,290Liabilities 2022: $120,776Net Assets 2022: $19,513,5142022Assets 2023: $19,344,780Liabilities 2023: $1,047,353Net Assets 2023: $18,297,4272023Assets 2024: $19,645,304Liabilities 2024: $11,568,465Net Assets 2024: $8,076,8392024

Highlighted filing

2024

Assets$19,645,304
Liabilities$11,568,465
Net Assets$8,076,839
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2010: $0Expenses 2010: $0Net Income 2010: $02010Revenue 2014: $15,000,025Expenses 2014: $0Net Income 2014: $15,000,0252014Revenue 2015: $2,916,950Expenses 2015: $2,355,253Net Income 2015: $561,6972015Revenue 2017: $744,517Expenses 2017: $21,016Net Income 2017: $723,5012017Revenue 2018: $21,039,311Expenses 2018: $119,822Net Income 2018: $20,919,4892018Revenue 2019: $678,038Expenses 2019: $4,989,608Net Income 2019: -$4,311,5702019Revenue 2020: $208,508Expenses 2020: $1,457,888Net Income 2020: -$1,249,3802020Revenue 2021: $4,609,047Expenses 2021: $13,999,185Net Income 2021: -$9,390,1382021Revenue 2022: $4,501,032Expenses 2022: $5,346,417Net Income 2022: -$845,3852022Revenue 2023: $11,156,275Expenses 2023: $14,239,580Net Income 2023: -$3,083,3052023Revenue 2024: $11,491,121Expenses 2024: $21,758,534Net Income 2024: -$10,267,4132024

Highlighted filing

2024

Revenue$11,491,121
Expenses$21,758,534
Net Income-$10,267,413
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$19,645,304
Liabilities
$11,568,465
Net assets
$8,076,839
Revenue
$11,491,121
Expenses
$21,758,534
Net income
-$10,267,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.6$11.6$8.08$11.5$21.8$10.3
2023Detailed filing. Detailed filing data is available for this year.$19.3$1.05$18.3$11.2$14.2$3.08
2022Detailed filing. Detailed filing data is available for this year.$19.6$0.12$19.5$4.50$5.35$0.85
2021Detailed filing. Detailed filing data is available for this year.$23.8$0.32$23.5$4.61$14.0$9.39
2020Detailed filing. Detailed filing data is available for this year.$33.8$0.21$33.6$0.21$1.46$1.25
2019Detailed filing. Detailed filing data is available for this year.$31.7$0.17$31.6$0.68$4.99$4.31
2018Detailed filing. Detailed filing data is available for this year.$36.3$1.85$34.4$21.0$0.12$20.9
2017Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.74$0.02$0.72
2015Detailed filing. Detailed filing data is available for this year.$16.9$2.01$14.9$2.92$2.36$0.56
2014Summary only. Only limited summary data is available for this year.$15.0$0.00$15.0$15.0$0.00$15.0
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

To provide cooperative and comprehensive programs of health care to the community

Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY HEATHERINGTONEx-Officio-$0--
BOB CARUSBoard Chair-$0--
ROB RICHARDSON DOVice Chair-$0--
ERIK SZETO DOTreasurer-$0--
KAREN CARNAHANSecretary-$0--
PAULA CRONE DODirector-$0--
CHARLES KALUZA DODirector-$0--
JEFF PAWLOWSKIDirector-$0--
SARAH WOLFF DODirector-$0--
Filing and Contact Details

Filer

Filer Name
Heatherington Foundation for Innovation
EIN
93-0988354
Phone
5034712103
Address
2121 SW BROADWAY ST 115, PORTLAND, OR 97201

Signing Officer

Name
Jeffrey Heatherington
Title
President
Phone
5034712103
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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