2024-11-09T15:52:31-06:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-01-01 930554950 OREGON ASSOCIATION OF HOSPITALS & HEALTH SYSTEMS OREG 5034796001 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 REBECCA HULTBERG PRESIDENT & CEO 5034796001 2024-11-08 1 1 WENDY CAMPOS P00448102 5032421447 2024-11-08 2023 2024-10-15 13:58:12Z HOSPITAL ASSOCIATION OF OREGON REBECCA HULTBERG 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 6795206 0 X WWW.OAHHS.ORG X 1934 OR TO ASSIST HOSPITALS AND HEALTH SYSTEMS IN OREGON. 13 12 18 16 210274 27324 0 0 4741495 4845208 1523561 1633978 402295 210640 6667351 6689826 0 0 0 0 3624851 3478194 0 0 0 3004403 2525976 6629254 6004170 38097 685656 31397775 36957488 1517646 1460014 29880129 35497474 TO ASSIST HOSPITALS AND HEALTH SYSTEMS IN OREGON. 0 0 PROVIDE SUPPORT AND CONSULTATION SERVICES AND RESOURCE MATERIALS, INCLUDING MONITORING AND REPORTING FEDERAL AND STATE LEGISLATIVE ACTIVITIES, AND ADVOCATING REFORM AND/OR RESTRUCTURING OF FEDERAL AND STATE HEALTHCARE POLICIES. PROVIDE FORUMS TO ADDRESS CRITICAL HEALTHCARE INDUSTRY ISSUES. PRESENT HEALTHCARE EDUCATION PROGRAMS, MEETINGS, AND CONFERENCES, PUBLISH HEALTHCARE RELATED NEWSLETTERS AND OTHER PUBLICATIONS. 0 0 0 1 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 16 0 1 18 1 1 1 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JASON HERSHEY VP FINANCE & ACCOUNTING 5034796001 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 CHERYL WOLFE CHAIR 1.00 0.00 X X 0 0 0 CHARLIE TVEIT TRUSTEE 1.00 0.00 X 0 0 0 DENNIS KNOX TRUSTEE 1.00 0.00 X 0 0 0 DOUG BOYSEN TRUSTEE 1.00 0.20 X 0 0 0 GIL MUNOZ TRUSTEE 1.00 0.00 X 0 0 0 HARRY GELLER TRUSTEE 1.00 0.00 X 0 0 0 JENNI WORD TRUSTEE 1.00 0.00 X 0 0 0 JENNIFER BURROWS TRUSTEE 1.00 0.00 X 0 0 0 JOHN HUNTER TRUSTEE 1.00 0.00 X 0 0 0 JOYCE NEWMYER TRUSTEE 1.00 0.00 X 0 0 0 KATHRYN CORREIA TRUSTEE 1.00 0.00 X 0 0 0 LEE SALTZGABER TRUSTEE 1.00 0.00 X 0 0 0 RICHARD DECARLO TRUSTEE 1.00 0.00 X 0 0 0 RON SAXTON TRUSTEE 1.00 0.00 X 0 0 0 STEVE GORDON TRUSTEE 1.00 0.00 X 0 0 0 WENDY WATSON TRUSTEE 1.00 0.00 X 0 0 0 REBECCA HULTBERG PRESIDENT & CEO 31.60 8.40 X 631273 157818 322444 JASON HERSHEY VP, FINANCE & ACCOUNTING 19.80 20.20 X 102990 102990 17250 ANDREW VAN PELT EXECUTIVE VP 11.60 28.40 X 104029 242736 52514 MEGHAN SLOTEMAKER EXECUTIVE VP, GENERAL COUNSEL 29.60 10.40 X 208810 69604 19972 SEAN KOLMER EXECUTIVE VP, EXTERNAL AFFAIRS 35.60 4.40 X 228338 25371 36682 REBECCA TIEL VP, STRATEGIC INITIATIVES 35.80 4.20 X 175814 19535 31452 ANDREA EASTON VP, GOVERNMENT AFFAIRS 39.00 1.00 X 191158 0 46435 ANDREA SEYKORA PUBLIC POLICY & LEGAL AFFAIRS 40.00 0.00 X 172120 0 44735 LISA GOODMAN VP, COMMUNICATIONS 40.00 0.00 X 171487 0 21799 KATIE HARRIS RURAL HEALTH & FEDERAL POLICY 40.00 0.00 X 140457 0 10300 DANIELLE MEYER DIRECTOR OF PUBLIC POLICY 40.00 0.00 X 137336 0 37202 2263812 618054 640785 14 0 1 0 WEARERALLY LLC 5670 WILSHIRE BLVD SUITE 820 LOS ANGELES CA 90036 COMMUNICATIONS SERVICES 293382 STOEL RIVES LLP 760 SW NINTH AVENUE SUITE 3000 PORTLAND OR 97205 LEGAL SERVICES 120980 THE VICTORY GROUP INC 5454 RIVER ROAD N SUITE 21719 KEIZER OR 97307 LOBBYING SERVICES 120000 3 MEMBER DUES 900099 4757258 4757258 EDUCATIONAL CONFERENCE 611430 87950 87950 4845208 1575494 1575494 115917 105380 10537 10537 10171 366 58484 0 58484 58484 58484 SUPPORT SERVICES 541610 200103 200103 200103 6689826 4845208 210274 1634344 1676327 1390180 123455 92494 195738 73730 267782 28929 298041 7239 334527 77355 146873 686730 120374 61344 335646 44047 43359 6004170 568894 302149 4899749 6096322 1041702 744230 89367 96337 1195101 736426 643952 458675 4367170 4790222 19776823 24459435 10118 10118 31397775 36957488 1034001 968590 483645 491424 1517646 1460014 X 26830699 32989629 3049430 2507845 29880129 35497474 31397775 36957488 X 685656 249077 4682612 X 0 1 X 1 0 1 0 0 432815 361893 70922 762286 374533 387753 458675 INVESTMENT IN SUB - OHE 21954753 C INVESTMENT IN SUB - OREF 2504682 C 24459435 DEFERRED COMPENSATION 491424 491424 X PART X, LINE 2: INCOME TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF INCOME TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH INCOME TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE WOULD BE REFLECTED AS A LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED INCOME TAX BENEFITS WOULD BE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE CONSOLIDATED STATEMENTS OF UNRESTRICTED REVENUE, EXPENSES, AND OTHER CHANGES IN UNRESTRICTED NET ASSETS. THERE WERE NO UNRECOGNIZED INCOME TAX BENEFITS, NOR ANY INTEREST AND PENALITES ASSOCIATED WITH UNRECOGNIZED INCOME TAX BENEFITS, ACCRUED OR EXPENSED AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. X X X X 0 1 0 REBECCA HULTBERG PRESIDENT & CEO 481569 120392 133560 33390 16144 4036 226611 56653 31344 7836 889228 222307 133560 33390 ANDREW VAN PELT EXECUTIVE VP 88914 207467 15079 35185 36 84 6930 16170 8824 20590 119783 279496 0 0 MEGHAN SLOTEMAKER EXECUTIVE VP, GENERAL COUNSEL 178367 59456 30407 10136 36 12 14617 4872 362 121 223789 74597 0 0 SEAN KOLMER EXECUTIVE VP, EXTERNAL AFFAIRS 194128 21570 33875 3764 335 37 16157 1795 16857 1873 261352 29039 0 0 ANDREA EASTON VP, GOVERNMENT AFFAIRS 167938 0 22644 0 576 0 14025 0 32410 0 237593 0 0 0 REBECCA TIEL VP, STRATEGIC INITIATIVES 152735 16971 22770 2530 309 34 12416 1380 15890 1766 204120 22681 0 0 JASON HERSHEY VP, FINANCE & ACCOUNTING 91803 91803 11187 11187 0 0 4531 4532 4093 4094 111614 111616 0 0 ANDREA SEYKORA PUBLIC POLICY & LEGAL AFFAIRS 169577 0 2500 0 43 0 12693 0 32042 0 216855 0 0 0 LISA GOODMAN VP, COMMUNICATIONS 153312 0 18175 0 0 0 2015 0 19784 0 193286 0 0 0 DANIELLE MEYER DIRECTOR OF PUBLIC POLICY 134416 0 2500 0 420 0 9925 0 27277 0 174538 0 0 0 KATIE HARRIS RURAL HEALTH & FEDERAL POLICY 137614 0 2500 0 343 0 9832 0 468 0 150757 0 0 0 PART I, LINE 4B REBECCA HULTBERG PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE YEAR. TOTAL CONTRIBUTIONS IN 2023 WERE $76,519 TO THE PLAN. DISTRIBUTIONS OF $166,950 WERE PAID FROM THE PLAN IN 2023. FORM 990, PART VI, SECTION A, LINE 6 OREGON ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A 12 OF 15 VOTING BOARD TRUSTEES ARE ELECTED BY THE MEMBERSHIP. 3 OF 15 MEMBERS MAY BE ELECTED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS THAT REQUIRE APPROVAL OF FULL MEMBERSHIP INCLUDE: APPROVAL OF BYLAWS AMENDMENTS AND RATIFICATION OF THE ORGANIZATIONAL DUES STRUCTURE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN IS PRESENTED TO THE FINANCE COMMITTEE AND THE BOARD FOR REVIEW ONCE IT IS COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES APPROVED THE CONFLICT OF INTEREST POLICY AND SIGNED AN ATTESTATION IN 2020. EACH YEAR THE POLICY IS DISTRIBUTED AND AN ATTESTATION FORM MUST BE SIGNED INDICATING A COPY OF THE POLICY HAS BEEN RECEIVED, UNDERSTOOD, AND COMPLIED WITH. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PACKAGE OF THE OFFICERS WAS BASED ON A MARKET SURVEY COMPLETED BY A CONSULTANT AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. ALTHOUGH NOT REQUIRED AS A 501(C)(6), OAHHS VOLUNTARILY COMPLIES WIH THE REBUTTABLE PRESUMPTION PROCESS. THE COMPENSATION REVIEW PROCESS IS COMPLETED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY EARNINGS IN SUBS 4,682,612. HEALTHY COMMUNITIES COALITION POLITICAL ACTION COMMITTEE 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 464460197 BALLOT MEASURE PAC OR 0 3842 OREGON ASSOCIATION OF HOSPITALS & HEALTH SYSTEMS OREGON ASSOCIATION OF HOSPITAL RESEARCH & EDUCATION FOUNDATION 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 943098610 COMMUNITY HEALTHCARE RESEARCH AND EDUCATION OR 501(C)(3) LINE 12A, I OREGON ASSOCIATION OF HOSPITALS & HEALTH SYSTEMS 1 OREGON HOSPITAL POLITICAL ACTION COMMITTEE 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 930878290 SUPPORT POLITICAL CANDIDATES INVOLVED IN ISSUES RELATED TO HOSPITALS IN OR OR 527 OREGON ASSOCIATION OF HOSPITALS & HEALTH SYSTEMS 1 OREGON HEALTHCARE ENTERPRISES INC 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 930999777 CONSULTING/DATA SALES OR OREGON ASSOCIATION OF HOSPITALS & HEALTH SYSTEMS C 6438828 24029118 1.00000 1 1 1 0 1 0 1 0 0 0 1 0 1 1 1 1 0 1 0 0 OREGON ASSOCIATION OF HOSPITAL RESEARCH & EDUCATION FOUNDATION A 969 FTE ALLOCATION OREGON HOSPITAL PAC A 3059 FTE ALLOCATION OREGON HOSPITAL PAC L 60422 COST PLUS 10% OREGON HEALTHCARE ENTERPRISES A 111889 FTE ALLOCATION OREGON HEALTHCARE ENTERPRISES F 1160000 ACTUAL CASH OREGON HEALTHCARE ENTERPRISES M 96000 FEE CHARGED BY OHE OREGON HEALTHCARE ENTERPRISES M 397339 FEE CHARGED BY OHE OREGON HEALTHCARE ENTERPRISES N 98111 COST PLUS 10% OREGON HEALTHCARE ENTERPRISES O 705000 TIME SHEET