Civic Intelligence

The Oregon Clinic Foundation

EIN 99-1533627 • 501(c)3 • Portland, OR

Profile

The oregon clinic foundation supports local non-profits to advance health and equity.

541 NE 20th Ave Suite 225Portland, OR 97232

oregonclinic.com/FOUNDATION

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

501(c)3 • <$500k 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

$73,110

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$73,110

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin99th percentile

Revenue

$73,149

No earlier filing loaded for comparison.

Expenses

$39

No earlier filing loaded for comparison.

Net Income

$73,110

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2024: $73,110Liabilities 2024: $0Net Assets 2024: $73,1102024

Highlighted filing

2024

Assets$73,110
Liabilities$0
Net Assets$73,110
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2024: $73,149Expenses 2024: $39Net Income 2024: $73,1102024

Highlighted filing

2024

Revenue$73,149
Expenses$39
Net Income$73,110
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$73,110
Liabilities
$0
Net assets
$73,110
Revenue
$73,149
Expenses
$39
Net income
$73,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$73.1$0.04$73.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 31, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$73,149
Mission and Program Overview

Mission

The oregon clinic foundation supports local non-profits to advance health and equity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$73,110▲ $73,110
Cash and Non-Interest-Bearing Accounts$0$73,071▲ $73,071
Pledges and Grants Receivable-$39-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$73,110▲ $73,110
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$73,110▲ $73,110
Total Liabilities and Net Assets / Fund Balance$0$73,110▲ $73,110
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey BluhmChair
Sarah MoseleyVice Chair
Abigail BetheaSecretary
Thomas SanchezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,149
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$73,110
Change in Net Assets
$73,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39
Total Fundraising Expense$39
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses--$39$39
Total Functional Expenses$0$0$39$39
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole member of the foundation shall be the oregon clinic, p.c., an oregon professional corporation, for so long as the oregon clinic, p.c. Is in existence.”

Form 990, Part VI, Section A, Line 7B

“The sole member shall have the following rights under ors 65.144: (a) approve the sale, transfer, lease, exchange, option, conveyance or other disposition of all or substantially all of the foundation's assets or the merger of the foundation's assets with the assets of another entity; (b) approve the dissolution of the foundation; (c) approve any action that would reduce or eliminate the member's right to vote as provided in this section.”

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

“Form 990 is prepared by an accounting firm, reviewed by management, and then forwarded to the full board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Directors are asked to review the conflict of interest policy and identify potential conflicts on an annual basis. If a potential conflict arises, management or counsel is involved to determine the best course of action to remove the conflicted person from deliberations and discussion on the matter.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents and conflict of interest policy are available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
The Oregon Clinic Foundation
EIN
99-1533627
Phone
5039358000
Address
541 NE 20TH AVE SUITE 225, PORTLAND, OR 97232

Signing Officer

Name
Thomas Sanchez
Title
Treasurer
Phone
5039358000
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Sanchez
Formed
2024
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
805 SW BROADWAY STE 1400, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE MEMBER OF THE FOUNDATION SHALL BE THE OREGON CLINIC, P.C., AN OREGON PROFESSIONAL CORPORATION, FOR SO LONG AS THE OREGON CLINIC, P.C. IS IN EXISTENCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE MEMBER SHALL HAVE THE FOLLOWING RIGHTS UNDER ORS 65.144: (A) APPROVE THE SALE, TRANSFER, LEASE, EXCHANGE, OPTION, CONVEYANCE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS OR THE MERGER OF THE FOUNDATION'S ASSETS WITH THE ASSETS OF ANOTHER ENTITY; (B) APPROVE THE DISSOLUTION OF THE FOUNDATION; (C) APPROVE ANY ACTION THAT WOULD REDUCE OR ELIMINATE THE MEMBER'S RIGHT TO VOTE AS PROVIDED IN THIS SECTION.
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