Civic Intelligence

Northwest Health Foundation

EIN 93-1293344 • 501(c)3 • Portland, OR

Profile

By building capacity and forming strategic partnerships to promote health, we are furthering our vision of giving every person the opportunity to lead a healthy life. From donor-advised funds to co-investment partnerships, we help develop targeted programs that achieve results and improve health.

221 NW Second Avenue 300Portland, OR 97209

n/A

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% 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

-87%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$267,175

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

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

Asset Growth

4th percentile

-32%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$10,149,076

Down $4,802,813 (-32%) from 2023

Liabilities

Down

$3,103,161

Down $2,306,824 (-43%) from 2023

Net Assets

Down

$7,045,915

Down $2,495,989 (-26%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin3rd percentile

Revenue

Up

$3,082,500

Up $1,011,134 (+49%) from 2023

Expenses

Down

$5,750,080

Down $2,737,957 (-32%) from 2023

Net Income

Up

-$2,667,580

Up $3,749,091 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$30M$20M$10M$0Assets 2010: $25,063,246Liabilities 2010: $8,617,982Net Assets 2010: $16,445,2642010Assets 2011: $22,417,148Liabilities 2011: $6,314,578Net Assets 2011: $16,102,5702011Assets 2012: $18,894,435Liabilities 2012: $6,810,111Net Assets 2012: $12,084,3242012Assets 2013: $19,889,121Liabilities 2013: $8,121,755Net Assets 2013: $11,767,3662013Assets 2014: $19,193,317Liabilities 2014: $8,895,371Net Assets 2014: $10,297,9462014Assets 2015: $17,472,184Liabilities 2015: $8,608,482Net Assets 2015: $8,863,7022015Assets 2016: $11,724,550Liabilities 2016: $4,308,532Net Assets 2016: $7,416,0182016Assets 2017: $9,443,282Liabilities 2017: $1,968,594Net Assets 2017: $7,474,6882017Assets 2018: $6,992,026Liabilities 2018: $1,635,869Net Assets 2018: $5,356,1572018Assets 2019: $5,685,376Liabilities 2019: $1,251,081Net Assets 2019: $4,434,2952019Assets 2020: $5,989,931Liabilities 2020: $936,267Net Assets 2020: $5,053,6642020Assets 2021: $5,855,082Liabilities 2021: $673,937Net Assets 2021: $5,181,1452021Assets 2022: $17,221,741Liabilities 2022: $1,545,278Net Assets 2022: $15,676,4632022Assets 2023: $14,951,889Liabilities 2023: $5,409,985Net Assets 2023: $9,541,9042023Assets 2024: $10,149,076Liabilities 2024: $3,103,161Net Assets 2024: $7,045,9152024

Highlighted filing

2024

Assets$10,149,076
Liabilities$3,103,161
Net Assets$7,045,915
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2010: $4,926,730Expenses 2010: $8,131,890Net Income 2010: -$3,205,1602010Expenses 2011: $6,172,9272011Expenses 2012: $6,404,7332012Revenue 2013: $2,049,599Expenses 2013: $4,312,179Net Income 2013: -$2,262,5802013Revenue 2014: $2,949,076Expenses 2014: $4,335,337Net Income 2014: -$1,386,2612014Revenue 2015: $3,314,610Expenses 2015: $3,419,713Net Income 2015: -$105,1032015Revenue 2016: $2,569,905Expenses 2016: $3,283,878Net Income 2016: -$713,9732016Revenue 2017: $1,462,290Expenses 2017: $998,966Net Income 2017: $463,3242017Revenue 2018: $1,571,526Expenses 2018: $3,411,549Net Income 2018: -$1,840,0232018Revenue 2019: $1,216,254Expenses 2019: $2,535,363Net Income 2019: -$1,319,1092019Revenue 2020: $2,269,024Expenses 2020: $1,745,758Net Income 2020: $523,2662020Revenue 2021: $1,054,289Expenses 2021: $1,172,011Net Income 2021: -$117,7222021Revenue 2022: $13,325,741Expenses 2022: $2,441,780Net Income 2022: $10,883,9612022Revenue 2023: $2,071,366Expenses 2023: $8,488,037Net Income 2023: -$6,416,6712023Revenue 2024: $3,082,500Expenses 2024: $5,750,080Net Income 2024: -$2,667,5802024

Highlighted filing

2024

Revenue$3,082,500
Expenses$5,750,080
Net Income-$2,667,580
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,149,076
Liabilities
$3,103,161
Net assets
$7,045,915
Revenue
$3,082,500
Expenses
$5,750,080
Net income
-$2,667,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$3.10$7.05$3.08$5.75$2.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$5.41$9.54$2.07$8.49$6.42
2022Detailed filing. Detailed filing data is available for this year.$17.2$1.55$15.7$13.3$2.44$10.9
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.67$5.18$1.05$1.17$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.99$0.94$5.05$2.27$1.75$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.69$1.25$4.43$1.22$2.54$1.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$1.64$5.36$1.57$3.41$1.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.44$1.97$7.47$1.46$1.00$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$4.31$7.42$2.57$3.28$0.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$8.61$8.86$3.31$3.42$0.11
2014Detailed filing. Detailed filing data is available for this year.$19.2$8.90$10.3$2.95$4.34$1.39
2013Detailed filing. Detailed filing data is available for this year.$19.9$8.12$11.8$2.05$4.31$2.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$6.81$12.1$6.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$6.31$16.1$6.17
2010Summary only. Only limited summary data is available for this year.$25.1$8.62$16.4$4.93$8.13$3.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$3,082,500
Mission and Program Overview

Mission

By building capacity and forming strategic partnerships to promote health, we are furthering our vision of giving every person the opportunity to lead a healthy life. From donor-advised funds to co-investment partnerships, we help develop targeted programs that achieve results and improve health.

To build capacity and form strategic partnerships to promote health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$12,111,433$7,011,582▼ $5,099,851
Investments in Publicly Traded Securities$2,762,832$3,021,199▲ $258,367
Pledges and Grants Receivable$12,000$116,000▲ $104,000
Prepaid Expenses and Deferred Charges$225$225→ $0
Cash and Non-Interest-Bearing Accounts$50$50→ $0
Accounts Receivable$65,349$20▼ $65,329
Total Assets$14,951,889$10,149,076▼ $4,802,813
Liabilities
Grants Payable$4,888,157$1,635,500▼ $3,252,657
Other Liabilities$280,232$923,635▲ $643,403
Accounts Payable and Accrued Expenses$76,876$379,306▲ $302,430
Deferred Revenue$164,720$164,720→ $0
Total Liabilities$5,409,985$3,103,161▼ $2,306,824
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,595,925$6,017,198▼ $1,578,727
Net Assets Without Donor Restrictions$1,945,979$1,028,717▼ $917,262
Total Net Assets Fund Balance$9,541,904$7,045,915▼ $2,495,989
Total Liabilities and Net Assets / Fund Balance$14,951,889$10,149,076▼ $4,802,813

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,108,262-▲ $200,157-$2,292,607
2023$1,820,986-▲ $300,933-$2,108,262
2022$2,092,339-▼ $249,262-$1,820,986
2021$1,953,092-▲ $153,895-$2,092,339
2020$1,884,466-▲ $166,262-$1,953,092
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Felicita MonteblancoPublic Affairs Manager-$131,307$131,307
Anita RodgersDirector of Finance & OperationsPT$19,677$19,677
Jennifer MathesonDirector of ProgramsPT$17,114$17,114
Jason Mcneal GrahamBoard Member & Interim Board Chair/executive Commi-$6,000$6,000
Eddie MelendrezBoard Secretary-$6,000$6,000
Jesse BeasonPresident & CEOPT$5,533$5,533
Corinne SamsBoard Vice Chair-$5,000$5,000
David SaezBoard Treasurer/finance Committee Chair-$5,000$5,000
Mechele JohnsonBoard Chair/executive Committee Chair/governance C-$4,500$4,500
Cyreena Boston AshbyBoard Member-$3,000$3,000
Dr Ryan HassanBoard Member-$3,000$3,000
Mohamed AlyajouriBoard Member-$3,000$3,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Latino Coalition For Community LeadershiProgram Consulting1201 24TH ST STE B110-389, Bakersfield, CA 93301$300,000
Imagine BlackProgram Consulting9450 SW GEMINI DR PMB 26684, Beaverton, OR 97008$268,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,550,500
Program Service Revenue
$0
Investment Income
$532,000
Other Revenue
$0
All Other Contributions
$1,300,500
Change in Net Assets
$-2,667,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,309,096
Other Expenses$1,811,678
Salaries, Compensation, and Employee Benefits$629,306
Total Fundraising Expense$788
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,309,096--$3,309,096
Fees for Services Other$1,455,890$24,198$788$1,480,876
Other Salaries and Wages$217,220$55,970-$273,190
Current Officers, Directors, Trustees, and Key Employees$140,055$106,608-$246,663
Conferences and Meetings$124,192$4,411-$128,603
Occupancy$52,426$19,853-$72,279
Payroll Taxes$28,695$11,468-$40,163
Other Employee Benefits$28,281$9,571-$37,852
Information Technology$18,168$14,940-$33,108
Pension Plan Contributions$26,077$5,361-$31,438
Fees for Services Accounting-$21,439-$21,439
Fees for Service Investment Mgmnt Fees-$19,672-$19,672
Fees for Services Legal$16,509--$16,509
All Other Expenses$10,340$2,768-$13,108
Travel$8,808$3,685-$12,493
Insurance-$7,020-$7,020
Office Expenses$3,336$1,650-$4,986
Depreciation Depletion$1,150$435-$1,585
Total Functional Expenses$5,440,243$309,049$788$5,750,080
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pride FoundationSeattle, WA501(c)(3) Public ChaProject Support$1,237,500
Northwest Health FoundationPortland, OR501(c)(4)Project Support$642,520
Imagine Black FuturesPortland, OR501(c)(3) Public ChaProject Support$500,000
Oregon Donor AlliancePortland, OR501(c)(4)Project Support$273,000
Ebony Collective CoalitionPortland, OR501(c)(4)Project Support$71,250
Boys & Girls Clubs of Portland Metropolitan AreaPortland, OR501(c)(3) Public ChaProject Support$51,184
Oregon Academy of Family Physicians FoundationPortland, OR501(c)(3) Public ChaProject Support$50,000
OpalPortland, OR501(c)(3) Public ChaGeneral Support$40,000
Capaces Leadership InstituteWoodburn, OR501(c)(3) Public ChaGeneral Support$30,142
Accion Politica PcunistaWoodburn, OR501(c)(4)Project Support$30,000
Imagine BlackBeaverton, OR501(c)(4)Project Support$30,000
Latino Network Action FundPortland, OR501(c)(4)Project Support$30,000
Naya Action FundPortland, OR501(c)(4)Project Support$30,000
Oregon ActionPortland, OR501(c)(4)Project Support$30,000
Tribal Democracy ProjectPortland, OR501(c)(4)Project Support$29,000
Apano StatewidePortland, OR501(c)(4)Project Support$26,250
Fiscal Sponsor Washington Community Action Network for Pacific County VoicSeattle, WA501(c)(4)Project Support$26,250
Equal Rights for All PetitionPortland, ORMeasure CommitteeGeneral Support$25,000
Partnership for Safety and JusticePortland, OR501(c)(3) Public ChaGeneral Support$25,000
Oneamerica VotesSeattle, WA501(c)(4)Project Support$22,500
Washington County Ignite Action FundPortland, OR501(c)(4)Project Support$22,500
Confederated Lower Chinook Tribes and BandsBay Center, WA501(c)(3) Public ChaGeneral Support$20,000
Seeding JusticePortland, OR501(c)(3) Public ChaGENERAL SUPPORT; PROJECT SUPPORT$17,000
Latino NetworkPortland, OR501(c)(3) Public ChaGeneral Support$15,000
New Progressive Network IncPortland, OR501(c)(4)Project Support$15,000
Nonprofit Association of OregonPortland, OR501(c)(3) Public ChaGeneral Support$10,000
Southwest Washington Equity CoalitionVancouver, WA501(c)(3) Public ChaProject Support$10,000
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
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Northwest Health Foundation$923,635
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee is comprised of the chair, vice-chair, secretary, and treasurer. 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 11B

“The filing is reviewed and approved by the finance committee of the organization prior to filing. A copy is provided to all board members before 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 by the policy and required to declare at the beginning of each year 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 15

“Compensation ranges for each position are reviewed annually and compared to market every two to three years. Last market comparison done in august 2024. Board approves overall budget and compensation range for president. President's specific compensation determined by executive committee. President makes all other individual compensation decisions.”

Form 990, Part VI, Section C, Line 19

“Audited financial statements are available on our website. 990's are available to guidestar and are available for review at the foundation's offices.”

Filing and Contact Details

Filer

Filer Name
Northwest Health Foundation
EIN
93-1293344
Phone
5032201955
Address
221 NW SECOND AVENUE 300, PORTLAND, OR 97209

Signing Officer

Name
Anita Rodgers
Title
Director of Finance & Oper.
Phone
5032201945
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jesse Beason
Formed
1999
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional services: program service expenses 1,455,890. Management and general expenses 24,198. Fundraising expenses 788. Total expenses 1,480,876.”

Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The funds will be used to sustain a program of research aimed at eliminating health disparities and improving health among all the members of our communities.”

PART X, LINE 2:

“The foundation follows the provisions of fasb asc topic 740 accounting for uncertainty in income taxes. Management has evaluated the foundation's tax positions and concluded that there are no uncertain tax positions that require adjustment to the combined financial statements to comply with provisions of this topic.”

Raw XML AppendixShowing 400 of 899 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm1ANITA RODGERS
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IRS990/Form990PartVIISectionAGrp/PersonNm3FELICITA MONTEBLANCO
IRS990/Form990PartVIISectionAGrp/PersonNm4MECHELE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON MCNEAL GRAHAM
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IRS990/Form990PartVIISectionAGrp/PersonNm8EDDIE MELENDREZ
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IRS990/Form990PartVIISectionAGrp/PersonNm10CYREENA BOSTON ASHBY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF FINANCE & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt3PUBLIC AFFAIRS MANAGER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER & INTERIM BOARD CHAIR/EXECUTIVE COMMI
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD TREASURER/FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/FormationYr01999
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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BY BUILDING CAPACITY AND FORMING STRATEGIC PARTNERSHIPS TO PROMOTE HEALTH, WE ARE FURTHERING OUR VISION OF GIVING EVERY PERSON THE OPPORTUNITY TO LEAD A HEALTHY LIFE. FROM DONOR-ADVISED FUNDS TO CO-INVESTMENT PARTNERSHIPS, (CONTINUED ON SCHEDULE O)WE HELP DEVELOP TARGETED PROGRAMS THAT ACHIEVE RESULTS AND IMPROVE HEALTH.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE JUSTICE REINVESTMENT EQUITY PROGRAM (JREP) ENVISIONS AND STRIVES FOR A COMMUNITY-DIRECTED PUBLIC SAFETY SYSTEM THAT UPLIFTS BELONGING, HEALING, INDIVIDUAL AND FAMILY STABILITY AND SUPPORT NETWORKS TO PREVENT AND REDUCE IMPRISONMENT AND RECIDIVISM AND END RACIAL DISPARITIES IN OREGON'S CRIMINAL JUSTICE SYSTEM. JREP PROVIDES GROUPS WITH PROJECT SPECIFIC GRANTS AND ACCESS TO A ROBUST CAPACITY-BUILDING PROGRAM.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE ADVANCING DISABILITY JUSTICE PROGRAM PROVIDES ORGANIZATIONS WITH GRANTS AND CAPACITY BUILDING TO SUPPORT THE LEADERSHIP OF PEOPLE WITH DISABILITIES AND TO BUILD COMMUNITY CONNECTIONS AND ADDRESS ABLEISM.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS: NWHF FUND II MANAGED MULTIPLE FUNDS FOCUSING ON CIVIC ENGAGEMENT, HEALTH POLICY, HEALTH AND EDUCATION, AND HEALTH AND ECONOMIC OPPORTUNITY.
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleC/GrantsOtherOrganizationsInd01
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
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IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01953092

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