2023-11-14T11:51:31-06:00 2022-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-01-01 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 2023-11-13 1 REBECCA HULTBERG 999009999 1 WENDY CAMPOS P00448102 5032421447 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA HULTBERG 4000 KRUSE WAY PLACE BLDG 2 100 LAKE OSWEGO OR 97035 6753076 0 X WWW.OAHHS.ORG X 1934 OR TO ASSIST HOSPITALS AND HEALTH SYSTEMS IN OREGON. 15 14 21 25 402295 39664 0 0 4946450 4741495 1181847 1523561 396307 402295 6524604 6667351 4500 0 0 0 3500133 3624851 0 0 0 2261038 3004403 5765671 6629254 758933 38097 30205508 31397775 1202761 1517646 29002747 29880129 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 14 0 21 1 1 1 0 0 0 0 0 0 0 X 15 14 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 REBECCA HULTBERG PRESIDENT & CEO 35.60 4.40 X X 684263 0 293252 SCOTT KELLY CHAIR 1.00 0.00 X X 0 0 0 DOUG BOYSEN TRUSTEE 1.00 0.20 X 0 0 0 STEVE ELDRIGE TRUSTEE 1.00 0.20 X 0 0 0 JOHN HUNTER TRUSTEE 1.00 0.00 X 0 0 0 LISA VANCE TRUSTEE 1.00 0.00 X 0 0 0 CHARLIE TVEIT TRUSTEE 1.00 0.00 X 0 0 0 RON SAXTON TRUSTEE 1.00 0.00 X 0 0 0 HAROLD GELLER TRUSTEE 1.00 0.20 X 0 0 0 DENNIS KNOX TRUSTEE 1.00 0.00 X 0 0 0 JOYCE NEWMYER TRUSTEE 1.00 0.00 X 0 0 0 WENDY WATSON TRUSTEE 1.00 0.00 X 0 0 0 CHERYL WOLFE TRUSTEE 1.00 0.00 X 0 0 0 JENNI WORD TRUSTEE 1.00 0.00 X 0 0 0 KATHRYN CORREIA TRUSTEE 1.00 0.00 X 0 0 0 JENNIFER BURROWS TRUSTEE 1.00 0.00 X 0 0 0 ANDREW VAN PELT EXECUTIVE VICE PRESIDENT 23.10 16.90 X 195674 130450 48660 SEAN KOLMER EXECUTIVE VP, EXTERNAL AFFAIRS 39.80 0.20 X 236107 0 36885 MEGHAN SLOTEMAKER EXECUTIVE VP, GENERAL COUNSEL 29.80 10.20 X 245025 0 10263 ANDREA EASTON VP, GOVERNMENT AFFAIRS 39.00 1.00 X 247153 0 45049 REBECCA TIEL VP, STRATEGIC INITIATIVES 40.00 0.00 X 165894 0 28373 ANDREA SEYKORA DIRECTOR OF PUBLIC POLICY & LEGAL AFFAIRS 40.00 0.00 X 165128 0 27762 DARCY ZANOTTI VP, HUMAN RESOURCES 29.80 10.20 X 153213 0 20858 KATIE HARRIS DIRECTOR OF RURAL HEALTH & FEDERAL POLICY 40.00 0.00 X 133077 0 10249 2225534 130450 521351 14 0 1 0 STOEL RIVES LLP 760 SW NINTH AVENUE SUITE 3000 PORTLAND OR 97205 LEGAL SERVICES 178172 LEVERENZ & ASSOCIATE 811 NW 19TH AVENUE SUITE 102 PORTLAND OR 97209 POLITICAL ADVOCACY SERVICES 153330 DAVIS WRIGHT TREMAINE LLP 920 FIFTH AVENUE SUITE 3300 SEATTLE WA 98104 LEGAL SERVICES 143336 3 MEMBER DUES 900099 4621195 4621195 EDUCATIONAL CONFERENCE 611430 120300 120300 4741495 1016630 1016630 94297 85725 8572 8572 8572 506931 0 506931 506931 506931 SUPPORT SERVICES 541610 393723 393723 393723 6667351 4741495 402295 1523561 1617048 1568233 91162 146594 201814 104062 233710 131084 261759 13548 520168 165044 142618 791304 128031 88870 325082 56284 42839 6629254 117604 568894 5875157 4899749 1337436 1041702 112230 81841 89367 1148023 504071 130328 643952 4642296 4367170 17891483 19776823 7015 10118 10118 30205508 31397775 581466 1034001 39700 581595 483645 1202761 1517646 X 25126858 26830699 3875889 3049430 29002747 29880129 30205508 31397775 X 38097 -1046057 84863 1800479 X X 0 1 X 1 0 1 0 0 422558 317846 104712 725465 186225 539240 643952 INVESTMENT IN SUB - OHE 17710276 C INVESTMENT IN SUB - OREF 2066547 C 19776823 DEFERRED COMPENSATION 483645 483645 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, 2022 AND 2021. X X X X 0 1 0 REBECCA HULTBERG PRESIDENT & CEO 549223 0 113619 0 21421 0 257857 0 35395 0 977515 0 113619 0 ANDREW VAN PELT EXECUTIVE VICE PRESIDENT 171302 114202 24300 16200 72 48 12810 8540 16386 10924 224870 149914 0 0 ANDREA EASTON VP, GOVERNMENT AFFAIRS 165147 0 81526 0 480 0 17700 0 27349 0 292202 0 64642 0 SEAN KOLMER EXECUTIVE VP, EXTERNAL AFFAIRS 205697 0 30062 0 348 0 16873 0 20012 0 272992 0 0 0 MEGHAN SLOTEMAKER EXECUTIVE VP, GENERAL COUNSEL 223944 0 21038 0 43 0 9312 0 951 0 255288 0 0 0 REBECCA TIEL VP, STRATEGIC INITIATIVES 150517 0 15034 0 343 0 11723 0 16650 0 194267 0 0 0 ANDREA SEYKORA DIRECTOR OF PUBLIC POLICY & LEGAL AFFAIRS 165085 0 0 0 43 0 6037 0 21725 0 192890 0 0 0 DARCY ZANOTTI VP, HUMAN RESOURCES 140655 0 11982 0 576 0 10865 0 9993 0 174071 0 0 0 PART I, LINE 4B REBECCA HULTBERG PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DURING THE YEAR. NO DISTRIBUTIONS WERE PAID. 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 IN SUB EARNINGS 1,800,479. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED. 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 4554324 19323822 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 B 470000 ACTUAL CASH OREGON ASSOCIATION OF HOSPITAL RESEARCH & EDUCATION FOUNDATION A 656 FTE ALLOCATION OREGON ASSOCIATION OF HOSPITAL RESEARCH & EDUCATION FOUNDATION L 27731 COST PLUS 10% OREGON ASSOCIATION OF HOSPITAL RESEARCH & EDUCATION FOUNDATION M 6500 FEE CHARGED BY OHE OREGON ASSOCIATION OF HOSPITAL RESEARCH & EDUCATION FOUNDATION N 1613 COST PLUS 10% OREGON HEALTHCARE ENTERPRISES F 864000 ACTUAL CASH OREGON HEALTHCARE ENTERPRISES A 90289 FTE ALLOCATION OREGON HEALTHCARE ENTERPRISES L 204616 COST PLUS 10% OREGON HEALTHCARE ENTERPRISES M 96000 FEE CHARGED BY OHE OREGON HEALTHCARE ENTERPRISES M 3500 FEE CHARGED BY OHE OREGON HEALTHCARE ENTERPRISES M 508292 FEE CHARGED BY OHE OREGON HEALTHCARE ENTERPRISES M 103500 FEE CHARGED BY OHE OREGON HEALTHCARE ENTERPRISES N 93095 COST PLUS 10% OREGON HEALTHCARE ENTERPRISES O 287124 TIME SHEET OREGON HOSPITAL PAC A 3352 FTE ALLOCATION OREGON HOSPITAL PAC L 58774 COST PLUS 10% OREGON HOSPITAL PAC N 7894 COST PLUS 10%