CAREOREGON INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: CAREOREGON INC (EIN 93-0933975)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-12
IRS object ID: 202143169349303014
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T09:26:56-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135565207	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1918 EIGHTH AVENUE SUITE 2900	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	930933975	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAREOREGON INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CARE	BusinessNameControlTxt
Phone	5034164100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	315 SW 5TH AVE	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97204	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THERESA K LEARN	PersonNm
Person Title	CHIEF FINANCIAL OFFICER	PersonTitleTxt
Phone	5034164100	PhoneNum
Signature	2021-11-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	THERESA	PersonFirstNm
Person Last	LEARN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAMES R LANCASTER	PreparerPersonNm
PTIN	P00742579	PTIN
Phone	2069134000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ERIC HUNTER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	315 SW 5TH AVE	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97204	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,878,167,412	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CAREOREGON.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1994	FormationYr
Legal Domicile State	OR	LegalDomicileStateCd
Activity Or Mission	TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	1124	TotalEmployeeCnt
Total Volunteers	148	TotalVolunteersCnt
Total Gross UBI	-$2,281	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$254,954	PYContributionsGrantsAmt
CY Contributions Grants	$340,367	CYContributionsGrantsAmt
PY Program Service Revenue	$1,214,507,412	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,695,413,839	CYProgramServiceRevenueAmt
PY Investment Income	$8,631,078	PYInvestmentIncomeAmt
CY Investment Income	$9,468,188	CYInvestmentIncomeAmt
PY Other Revenue	$17,224,732	PYOtherRevenueAmt
CY Other Revenue	$15,132,611	CYOtherRevenueAmt
PY Total Revenue	$1,240,618,176	PYTotalRevenueAmt
CY Total Revenue	$1,720,355,005	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,936,060	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,743,081	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$91,346,469	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$107,569,400	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,082,922,735	PYOtherExpensesAmt
CY Other Expenses	$1,512,895,206	CYOtherExpensesAmt
PY Total Expenses	$1,176,205,264	PYTotalExpensesAmt
CY Total Expenses	$1,623,207,687	CYTotalExpensesAmt
PY Revenues Less Expenses	$64,412,912	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$97,147,318	CYRevenuesLessExpensesAmt
Total Assets BOY	$490,449,468	TotalAssetsBOYAmt
Total Assets EOY	$689,139,364	TotalAssetsEOYAmt
Total Liabilities BOY	$161,249,838	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$244,774,182	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$329,199,630	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$444,365,182	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,498,469,115	ExpenseAmt
Revenue	$1,662,809,374	RevenueAmt
Desc	OREGON HEALTH PLAN (MEDICAID) PROGRAM - SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$18,569,382	ExpenseAmt
Revenue	$19,475,663	RevenueAmt
Desc	MEDICARE PLAN - SEE SCHEDULE O	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$2,743,081	ExpenseAmt
Grant	$2,743,081	GrantAmt
Desc	CHARITABLE CONTRIBUTIONS - SEE SCHEDULE O	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$27,977,813	ExpenseAmt
Revenue	$26,468,267	RevenueAmt
Desc	THE CCOS WE SUPPORT PROVIDE ACCESS FOR APPROXIMATELY 450,000 LOW-INCOME OREGONIANS. OUR WORK INVOLVES COORDINATING QUALITY HEALTH CARE FOR MEMBERS AND CONTRACTING WITH PUBLIC AND PRIVATE PROVIDERS TO PROVIDE HEALTH CARE SERVICES, INCLUDING PHYSICAL, MENTAL AND ORAL HEALTH. WE PROVIDE CUSTOMER SERVICE FUNCTIONS FOR THESE CCOS, ASSIST WITH HEALTH IMPROVEMENT PLANS FOR THE VARIOUS COMMUNITIES AND PROVIDE TECHNICAL SUPPORT FOR INFORMATION SERVICES, HUMAN RESOURCES, COMMUNICATIONS, PROCESS IMPROVEMENT AND OTHER FUNCTIONS. THESE SERVICES RESULT IN BETTER ACCESS TO QUALITY HEALTH CARE, LOWER COSTS, AND IMPROVED CARE FOR OUR MEMBERS AND FOR THE COMMUNITIES WE SERVE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$27,977,813	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$26,468,267	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$1,547,759,391	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	2459	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1124	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TERESA KENNEDY LEARN CFO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5034161415	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	315 SW 5TH AVENUE	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97204	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
GLENN S RODRIQUEZ
BOARD CHAIRMAN	4.00	1.25	Yes (X)	Yes (X)	$0	$0	$0
SUSAN M HENNESSY
BOARD VICE CHAIRMAN	4.00	1.25	Yes (X)	Yes (X)	$0	$0	$0
KERRY BARNETT
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
KATHLEEN G JONES
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
JOANNE FULLER
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
DAMIEN R HALL
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
BRENDA I JOHNSON
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
NATHALIE JOHNSON
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
HYOSUK RHEE
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
ROBERT C STEWART
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
TAEKYUNG HAN
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
GINA F NIKKEL
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
WOODRUFF J ENGLISH II
BOARD OF DIRECTOR	4.00	1.25	Yes (X)		$0	$0	$0
ERIC C HUNTER
CEO, PRESIDENT & BOARD OF DIRECTOR	40.00	6.40	Yes (X)	Yes (X)	$602,181	$0	$34,845
TERESA K LEARN
CFO, BOARD TREASURER	40.00	7.32		Yes (X)	$331,245	$0	$36,162
AMIT R SHAH
CHIEF MEDICAL OFFICER	40.00	7.16		Yes (X)	$432,201	$0	$23,807
ERIN D FAIR
CHIEF STRATEGY OFFICER, SECRETARY	40.00	5.92		Yes (X)	$289,410	$0	$50,736
AMY L DOWD
CHIEF OPERATIONS OFFICER	40.00	6.40		Yes (X)	$336,635	$0	$36,989
REBECCA RAMSAY
VICE PRESIDENT, HOUSECALL PROVIDERS	40.00	12.00			$267,729	$0	$58,488	Yes (X)
NATHAN CORLEY
VICE PRESIDENT, INFO SVCS & ANALYTICS	40.00	6.40			$254,808	$0	$33,443	Yes (X)
DOUGLAS R LUTHER
SR. MEDICAL DIRECTOR, OPERATIONS	40.00	9.60			$358,883	$0	$22,827		Yes (X)
WILLIAM J KENNEDY
SR. MEDICAL DIRECTOR	40.00	0.52			$307,724	$0	$53,782		Yes (X)
MARY B ENGRAV
MEDICAL DIRECTOR	40.00	4.32			$300,006	$0	$17,598		Yes (X)
JOHN DISCHOF
MEDICAL DIRECTOR - BEHAVIORAL HEALTH	40.00	8.00			$294,439	$0	$42,651		Yes (X)
ALYSSA FRANZEN
VICE PRESIDENT, DENTAL	40.00	0.00			$291,787	$0	$35,868		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,067,048	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$447,196	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	209	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ACCENTURE LLP
161 N CLARK ST	CHICAGO	IL	60601	BUSINESS CONSULTING	$1,160,000
SYNERZIP
4100 SPRING VALLEY RD SUITE 308	DALLAS	TX	75244	SOFTWARE DEV & IMPLEMENTATION	$563,710
GIFTANGO LLC
111 SW 5TH AVE SUITE 900	PORTLAND	OR	97204	DIGITAL EGIFTING	$420,142
RED CARD SYSTEMS LLC
744 OFFICE PARKWAY	SAINT LOUIS	MO	63141	SOFTWARE DEVELOPMENT	$414,155
KPMG LLP
PO BOX 120922 DEPT 0922	DALLAS	TX	75312	AUDIT & TAX	$335,450

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	19	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$340,367	AllOtherContributionsAmt
Noncash Contributions	$10,609	NoncashContributionsAmt
Total Contributions	$340,367	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PREMIUM REVENUE	524114	$1,662,809,374	$1,662,809,374
MANAGEMENT FEE	541611	$22,688,583	$22,688,583
PATIENT REVENUE	611430	$7,314,646	$7,314,646
TRAINING & CONSULTING REVENUE	621610	$976,816	$976,816

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,624,420	TotalRevenueColumnAmt
Unrelated Business Revenue	-$2,281	UnrelatedBusinessRevenueAmt
Exclusion	$1,626,701	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,695,413,839	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,147,951	TotalRevenueColumnAmt
Exclusion	$9,147,951	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$348,911	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$224,001	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$124,910	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$124,910	TotalRevenueColumnAmt
Exclusion	$124,910	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$157,906,643	SecuritiesAmt
Other	$2,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$157,587,864	SecuritiesAmt
Other	$542	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$318,779	SecuritiesAmt
Other	$1,458	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$320,237	TotalRevenueColumnAmt
Exclusion	$320,237	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	EMPLOYEE LEASE REVENUE	Desc
Business	541511	BusinessCd
Total Revenue Column	$14,963,885	TotalRevenueColumnAmt
Related Or Exempt Func Income	$14,963,885	RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$43,816	TotalRevenueColumnAmt
Exclusion	$43,816	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$15,007,701	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,720,355,005	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,708,753,304	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$2,281	UnrelatedBusinessRevenueAmt
Exclusion	$11,263,615	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,743,081	TotalAmt
Program Services	$2,743,081	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,500,429	TotalAmt
Program Services	$1,113,390	ProgramServicesAmt
Management And General	$1,387,039	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$53,873,117	TotalAmt
Program Services	$37,973,834	ProgramServicesAmt
Management And General	$15,899,283	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,249,333	TotalAmt
Program Services	$4,122,830	ProgramServicesAmt
Management And General	$2,126,503	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$31,528,625	TotalAmt
Program Services	$22,118,781	ProgramServicesAmt
Management And General	$9,409,844	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$13,417,896	TotalAmt
Program Services	$9,106,209	ProgramServicesAmt
Management And General	$4,311,687	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$215,657	TotalAmt
Management And General	$215,657	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$243,800	TotalAmt
Management And General	$243,800	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$30,684	TotalAmt
Management And General	$30,684	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$685,486	TotalAmt
Management And General	$685,486	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$17,215,049	TotalAmt
Program Services	$5,555,846	ProgramServicesAmt
Management And General	$11,659,203	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,010,028	TotalAmt
Program Services	$903,143	ProgramServicesAmt
Management And General	$106,885	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,336,797	TotalAmt
Program Services	$1,251,820	ProgramServicesAmt
Management And General	$1,084,977	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$9,288,433	TotalAmt
Program Services	$266,700	ProgramServicesAmt
Management And General	$9,021,733	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,510,221	TotalAmt
Program Services	$198,876	ProgramServicesAmt
Management And General	$2,311,345	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$190,640	TotalAmt
Program Services	$138,773	ProgramServicesAmt
Management And General	$51,867	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$335,586	TotalAmt
Program Services	$94,833	ProgramServicesAmt
Management And General	$240,753	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	-$63,891	TotalAmt
Management And General	-$63,891	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,409,080	TotalAmt
Management And General	$3,409,080	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$230,565	TotalAmt
Management And General	$230,565	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
PHYSICAL HEALTHCARE EXP	$980,784,038	$980,784,038
MENTAL HEALTHCARE EXP	$339,950,432	$339,950,432
DENTAL HEALTHCARE EXP	$139,186,634	$139,186,634

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,335,967	TotalAmt
Program Services	$2,250,171	ProgramServicesAmt
Management And General	$13,085,796	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,623,207,687	TotalAmt
Program Services	$1,547,759,391	ProgramServicesAmt
Management And General	$75,448,296	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,438	BOYAmt
EOY	$1,386	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$96,501,190	BOYAmt
EOY	$153,499,971	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,423,179	BOYAmt
EOY	$14,087,268	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$20,710,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$6,514	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,419,548	BOYAmt
EOY	$5,597,309	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$49,525,539	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$32,759,358	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$17,827,924	BOYAmt
EOY	$16,766,181	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$331,450,884	BOYAmt
EOY	$453,466,994	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$26,816,791	BOYAmt
EOY	$25,010,255	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$490,449,468	BOYAmt
EOY	$689,139,364	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$27,281,011	BOYAmt
EOY	$56,976,460	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$177	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$210,315	BOYAmt
EOY	$688,637	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$133,758,335	BOYAmt
EOY	$187,109,085	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$161,249,838	BOYAmt
EOY	$244,774,182	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$329,075,686	BOYAmt
EOY	$443,806,309	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$123,944	BOYAmt
EOY	$558,873	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$329,199,630	BOYAmt
EOY	$444,365,182	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$490,449,468	BOYAmt
EOY	$689,139,364	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$97,147,318	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$21,518,234	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$3,500,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$339,602	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$474,102	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$287,784	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$254,954	CurrentTaxYearMinus1YearAmt
Current Tax Year	$340,367	CurrentTaxYearAmt
Total	$1,696,809	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$862,474,890	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$816,414,092	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,106,930,891	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,212,569,748	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,708,753,304	CurrentTaxYearAmt
Total	$5,707,142,925	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$862,814,492	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$816,888,194	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,107,218,675	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,212,824,702	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,709,093,671	CurrentTaxYearAmt
Total	$5,708,839,734	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$5,708,839,734	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,830,965	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,332,802	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,203,622	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,718,426	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,496,862	CurrentTaxYearAmt
Total	$39,582,677	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,830,965	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,332,802	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,203,622	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,718,426	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,496,862	CurrentTaxYearAmt
Total	$39,582,677	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$865,461	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$246,730	CurrentTaxYearMinus1YearAmt
Current Tax Year	-$2,281	CurrentTaxYearAmt
Total	$1,109,910	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$869,645,457	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$824,220,996	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,115,287,758	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,221,789,858	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,718,588,252	CurrentTaxYearAmt
Total	$5,749,532,321	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99290	PublicSupportCY509Pct
Public Support PY509	0.99240	PublicSupportPY509Pct
Investment Income CY	0.00690	InvestmentIncomeCYPct
Investment Income PY	0.00740	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$33,513	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$173,710	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$207,223	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,547,552,168	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,547,759,391	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$266,623	CurrentYearMinus3Amt
Current Year Minus2	$180,750	CurrentYearMinus2Amt
Current Year Minus1	$441,280	CurrentYearMinus1Amt
Current Year	$207,223	CurrentYearAmt
Total	$1,095,876	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$18,676	CurrentYearMinus3Amt
Current Year Minus2	$22,897	CurrentYearMinus2Amt
Current Year Minus1	$33,513	CurrentYearMinus1Amt
Current Year	$33,513	CurrentYearAmt
Total	$108,599	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-A, LINE 1	FormAndLineReferenceDesc
Explanation	CAREOREGON PARTICIPATES IN LOBBYING ACTIVITIES THAT INCLUDE TESTIFYING AT PUBLIC POLICY HEARINGS, AND MEETING WITH LEGISLATORS TO DISCUSS OREGON HEALTH PLAN RELATED ISSUES. CAREOREGON DOES NOT PARTICIPATE OR CONTRIBUTE TO POLITICAL CANDIDATE CAMPAIGNS OR POLITICAL PARTIES.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,704,520	OtherCostOrOtherBasisAmt
Book Value	$2,704,520	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,510,040	OtherCostOrOtherBasisAmt
Depreciation	$12,278,116	DepreciationAmt
Book Value	$11,231,924	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$253,414	OtherCostOrOtherBasisAmt
Depreciation	$165,187	DepreciationAmt
Book Value	$88,227	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,701,060	OtherCostOrOtherBasisAmt
Depreciation	$4,884,407	DepreciationAmt
Book Value	$816,653	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,356,505	OtherCostOrOtherBasisAmt
Depreciation	$15,431,648	DepreciationAmt
Book Value	$1,924,857	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$16,766,181	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
CLAIMS PAYABLE	$124,322,430
RISK CORRIDOR PAYABLE	$1,677,760
MANAGED CARE CONTRACTS PAYABLE	$628,059
INTERCOMPANY LIABILITIES	$180,176
PAY FOR PERFORMANCE PROVIDER PYBL	$58,111,836
PREMIUM RECOUPMENT PAYABLE	$2,188,824

Field	Value	IRS element (for citing)
Total Liability	$187,109,085	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE INTERNAL REVENUE SERVICES (IRS) HAS RECOGNIZED CAREOREGON AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE. THE WHOLLLY-OWNED SUBIDIARY, HEALTH PLAN OF CAREOREGON (HEALTH PLAN), IS ALSO A 501 (C) (3) TAX-EXEMPT NONPROFIT ENTITY. HEALTH PLAN IS A MEDICARE ADVANTAGE PLAN REPORTED ON A SEPARATE FORM 990. HEALTH PLAN HAS HELD THIS STATUS SINCE DECEMBER 31, 2016. THE WHOLLY-OWNED SUBSIDIARIES, CARE ACCESS, LLC; COLUMBIA PACIFIC CCO, LLC; JACKSON CARE CONNECT CCO, LLC; HOUSECALL PROVIDERS SERVICES, LLC, ARE SINGLE-MEMBER LIMITED LIABILITY CORPORATIONS, WORKING TO FURTHER CAREOREGON'S EXEMPT PURPOSE. ALL OF THESE LLCS ARE TREATED AS DISREGARDED ENTITIES FOR FEDERAL TAX PURPOSES AND ARE REPORTED WITH THE PARENT'S FINANCIAL RESULTS ON ITS FORM 990. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN INTEREST EXPENSE AND OTHER ADMINISTRATIVE EXPENSES, RESPECTIVELY. HOUSECALL PROVIDERS, PC - ORGANIZED IN APRIL 2017 AS A PROFESSIONAL CORPORATION, HOUSECALL PROVIDERS, PC (HCP PC) IS 51% OWNED BY THEORGANIZATION'S CHIEF MEDICAL OFFICER AND 49% OWNED BY THE PARENT. ALTHOUGH THE PARENT OWNS THE MINORITY INTEREST OF HCP PC, THEY RETAIN ULTIMATE CONTROL. UPON THE DISSOLUTION OF HCP PC, ITS NET ASSETS WOULD BE DISTRIBUTED TO THE PARENT. FOR PURPOSE OF FINANCIAL REPORTING, HCP PC IS CONSOLIDATED AS A WHOLLY OWNED SUBSIDIARY. HCP PC IS ALSO A 501(C)(3) TAX EXEMPT NONPROFIT ENTITY, HOUSECALLS PROVIDERS, PC FILES A SEPARATE FORM 990.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	EUROPE (INCLUDING ICELAND & GREENLAND)	RegionTxt
Type Of Activities Conducted	PROGRAM SERVICES EXPENSE	TypeOfActivitiesConductedTxt
Specific Services Provided	SOFTWARE LICENSES	SpecificServicesProvidedTxt
Region Total Expenditures	$50,681	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$50,681	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$50,681	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3:	ACCRUAL
PART III ACCOUNTING METHOD:

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (93 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ADELANTI MUJERES
2030 MAIN STREET SUITE A	FOREST GROVE	OR	97116	030473181	501(C)(3)	$15,000	EMERGENCY COVID-19 FUNDING GRANT
AFRICAN FAMILY HOLSTIC HEALTH
PO BOX 30886	PORTLAND	OR	97294	473225048	501(C)(3)	$15,000	EMERGENCY COVID-19 FUNDING GRANT
AMERICA'S HEALTH INSURANCE PLAN
601 PENNSYLVANIA AVE NW STE 500	SOUTH BUILDING	DC	20004	362087641	501(C)(6)	$37,406	2021 INDUSTRY VALUE CAMPAIGN CONTRIBUTION
ARC OF MULTNOMAH - CLACKAMAS
6929 NE HALSEY ST	PORTLAND	OR	97213	930439765	501(C)(3)	$14,750	EMERGENCY COVID-19 FUNDING GRANT
ASIAN HEALTH AND SERVICE CENTER
9035 SE FOSTER RD	PORTLAND	OR	97266	931192100	501(C)(3)	$150,000	AF GRANT AWARD
ASIAN PACIFIC AMERICAN NETWORK OF OREGON
2788 SE 82ND AVE	PORTLAND	OR	97266	800252850	501(C)(4)	$15,000	EMERGENCY COVID-19 FUNDING GRANT
AYCO
1390 SE 122ND AVE SUITE UE	PORTLAND	OR	97280	272581852	501(C)(3)	$11,750	EMERGENCY COVID-19 FUNDING GRANT
BASIC RIGHTS OREGON
PO BOX 40625	PORTLAND	OR	97240	931266613	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
BIENESTAR
220 SE 12TH AVE STE A-100	HILLSBORO	OR	97123	930860753	501(C)(3)	$10,750	TECHNOLOGY GRANT 12-2020
BLACK UNITED FUND OF OREGON
2828 NE ALBERTA ST	PORTLAND	OR	97211	930843267	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
BLANCHET HOUSE OF HOSPITALITY
310 NW GLISAN ST	PORTLAND	OR	97209	936031009	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
BRADLEY ANGLE
5432 NORTH ALBINA AVE	PORTLAND	OR	97217	510188664	501(C)(3)	$25,000	EMERGENCY COVID-19 FUNDING GRANT
BROWN HOPE
2037 N WILLAIMS AVE	PORTLAND	OR	97227	824843276	501(C)(3)	$10,000	BLACK RESILENCE SPONSORSHIP 2020
CASCADE AIDS PROJECT
520 NW DAVIS STREET SUITE 215	PORTLAND	OR	97209	930903383	501(C)(3)	$82,000	ADAPTIVE FUNDS 2020 AWARD
CASCADIA BEHAVIORAL HEALTHCARE
PO BOX 8459	PORTLAND	OR	97207	930770054	501(C)(3)	$17,500	RISING TOGETHER GALA
CENTER FOR AFRICAN IMMIGRANTS & REFUEES ORGANIZATION (CAIRO)
13909 SE START ST	PORTLAND	OR	97233	811843680	501(C)(3)	$5,000	EMERGENCY COVID-19 FUNDING GRANT
CHARITABLE PARTNERSHIP FUND
PO BOX 13276	PORTLAND	OR	97213	931267966	501(C)(3)	$5,000	TASTE FOR EQUITY
CITY OF PORTLAND (PORTLAND PARKS AND RECREATION)
1120 SW 5TH AVE ROOM 1250	PORTLAND	OR	97204	936002236	GOVT	$20,000	SUMMER FREE FOR ALL SPONSOR
CITY OF ROSES MEDICA COMPANY (WILLAMETTE WEEKLY)
2220 NW QUIMBY ST	PORTLAND	OR	97210	930843156		$10,000	GIVE! GUIDE 2020 SPONSORSHIP
CLACKAMAS SERVICE CENTER
8800 SE 80TH AVE	PORTLAND	OR	97206	930626175	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
CLACKAMAS WOMEN'S SERVICES
256 WARNER MILNE RD	OREGON CITY	OR	97045	930900119	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
COALITION OF COMMUNITY HEALTH CLINICS
434 NW 6TH AVE STE 303	PORTLAND	OR	97206	911829239	501(C)(3)	$5,000	HEALTH CARE HEROES
CODA INC
1027 E BURNSIDE ST	PORTLAND	OR	97214	930716860	501(C)(3)	$5,000	VIRTUAL EVENT SPONSOR 10-2020
COMMUNITY ACTION ORGANIZATION
1001 SW BASLINE STREET	HILLSBORO	OR	97123	930554941	501(C)(3)	$25,000	EMERGENCY COVID-19 FUNDING GRANT
COMMUNITY PARTNERS FOR AFFORABLE HOUSING
PO BOX 23206	TIGARD	OR	97281	931155559	501(C)(3)	$8,000	EMERGENCY COVID-19 FUNDING GRANT
COMMUNITY WAREHOUSE
3969 NE MLK JR BLVD	PORTLAND	OR	97212	931310582	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
ECUMENICAL MINISTRIES OF OREGON
0245 SW BANCROFT ST SUITE B	PORTLAND	OR	97239	930625359	501(C)(3)	$5,750	EMERGENCY COVID-19 FUNDING GRANT
ELEVATE OREGON
12215 NE MARX ST	PORTLAND	OR	97230	272151955	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
ETHIOPIAN AND ERITREAN CULTURAL AND RESOURCE CENTER
1441-1515 SE 122ND AVE 1441H	PORTLAND	OR	97233	822848405	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
FAMILIAS EN ACCION
2710 NE 14TH AVE	PORTLAND	OR	97212	931284335	501(C)(3)	$95,000	EMERGENCY COVID-19 FUNDING GRANT
FRIENDS OF ZENGER FARM
11741 SE FOSTER RD	PORTLAND	OR	97266	931269630	501(C)(3)	$16,000	EMERGENCY COVID-19 FUNDING GRANT
GOOD IN THE HOOD
4815 NE 7TH AVE	PORTLAND	OR	97211	465165196	501(C)(3)	$14,000	MUSIC FESTIVAL SPONSORSHIP
GROW PORTLAND
4815 NE 7TH AVE	PORTLAND	OR	97211	271495485	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
GROWING GARDENS
3114 SE 50TH AVE	PORTLAND	OR	97206	931213728	501(C)(3)	$15,000	EMERGENCY COVID-19 FUNDING GRANT
HERETOGETHER
PO BOX 6536	PORTLAND	OR	97228	844788827	PAC	$10,000	HOUSING THE HOMELESS
HUMAN SERVICES COALITION OF OREGON
PO BOX 3094	WILSONVILLE	OR	97070	943136481	501(C)(4)	$10,000	HSCO SPONSORSHIP 2020
HUMAN SOLUTIONS
12350 SE POWELL BLVD	PORTLAND	OR	97230	930977166	501(C)(3)	$85,000	EMERGENCY COVID-19 FUNDING GRANT
IMPACT NW
PO BOX 33530	PORTLAND	OR	97202	930557964	501(C)(3)	$26,500	EMERGENCY COVID-19 FUNDING GRANT
IRCOS INTERNATIONAL LANGUAGE
10301 NE GLISAN ST	PORTLAND	OR	97220	930806295	501(C)(3)	$116,000	SEEC & GMEC HEALH WORKER PROGRAM
ISLAMIC SOCIAL SERVICES OF OREGON STATE
PO BOX 5996	ALOHA	OR	970065996	383655438	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
JACKSON COUNTY SCHOOL DISTRICT 5 (ASHLAND SCHOOL DISTRICT)
885 SISKIYOU BLVD	ASHLAND	OR	97520	936000507	501(C)(3)	$6,000	IN THE KNOW SPONSOR
JANUS YOUTH PROGRAMS INC
707 NE COUCH ST	PORTLAND	OR	97332	237345990	501(C)(3)	$17,000	EMERGENCY COVID-19 FUNDING GRANT
JOIN
1435 NE 81ST	PORTLAND	OR	97213	931090005	501(C)(3)	$30,000	EMERGENCY COVID-19 FUNDING GRANT
KAIROSPDX
PO BOX 12190	PORTLAND	OR	97212	460987167	501(C)(3)	$13,000	EMERGENCY COVID-19 FUNDING GRANT
KIDS UNLIMITED OREGON
821 N RIVERSIDE	MEDFORD	OR	97501	931329922	501(C)(3)	$5,000	PARENT ED PROGRAM
LATINO NETWORK
410 NE 18TH AVE	PORTLAND	OR	97323	731675402	501(C)(3)	$25,000	EMERGENCY COVID-19 FUNDING GRANT
MACDONALD CENTER
121 NW 6TH ST	PORTLAND	OR	97209	931060938	501(C)(3)	$20,400	EMERGENCY COVID-19 FUNDING GRANT
MEALS ON WHEELS
7710 SW 31ST AVE	PORTLAND	OR	97219	930584318	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
METROPOLITAN FAMILY SERVICE
1808 SE BLAMONT ST	PORTLAND	OR	97214	930397825	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
MOMENTUM ALLIANCE
630 NE KILLINGSWORTH ST 11689	PORTLAND	OR	97211	454176224	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
MUSLIM EDUCATIONAL TRUST
PO BOX 283	PORTLAND	OR	97207	931151949	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
NATIVE AMERICAN YOUTH AND FAMILY CENTER
5135 NE COLUMBIA BLVD	PORTLAND	OR	97218	931141536	501(C)(3)	$90,000	BUILDING WELLNESS & RESILIENCE
NEIGHBORHOOD HOUSE
7780 SW CAPITOL HIGHWAY	PORTLAND	OR	97219	930386875	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
NORTH BY NORTHEAST COMMUNITY HEALTH CENTER
714 NE ALBERTA ST	PORTLAND	OR	97211	721618287	501(C)(3)	$30,000	COMMUNITY SUPPER SPONSORSHIP
NORTHEAST COALITION OF NEIGHBORHOODS
4815 NE 7TH AVE	PORTLAND	OR	97211	930714716	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
NORTHWEST HOUSING ALTERNATIVES
13819 SE MCLOUGHLIN BLVD	MILWAUKIE	OR	97222	930814473	501(C)(3)	$27,500	EMERGENCY COVID-19 FUNDING GRANT
NORTHWEST OREGON HOUSING AUTHORITY
PO BOX 1149	WARRENTON	OR	97146	450487504	GOVT	$200,000	CAPITAL INVESTMENT IN LONG-TERM HOUSING
NORTHWEST PILOT PROJECT
1430 SW BROADWAY STE 200	PORTLAND	OR	97201	930635871	501(C)(3)	$25,000	EMERGENCY COVID-19 FUNDING GRANT
OREGON ENERGY FUND
1020 SW TAYLOR STE 620	PORTLAND	OR	97205	931029893	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
OREGON FAMILY SUPPORT NETWORK
4275 COMMERCIAL STREET SE STE 180	SALEM	OR	97302	931114601	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
OREGON HEALTH FORUM
PO BOX 82841	PORTLAND	OR	97282	263019179	501(C)(3)	$12,000	2021 ANNUAL SPONSORSHIP
OREGON SCHOOL BASED HEALTH CARE ALLIANCE
911 NE DAVIS STREET	PORTLAND	OR	97232	364588657	501(C)(3)	$10,750	SBHC SCHOOL HEALTH ADVOCACY DAY
OUR HOUSE OF PORTLAND INC
2727 ALDER STREET	PORTLAND	OR	97214	930986632	501(C)(3)	$23,500	EMERGENCY COVID-19 FUNDING GRANT
PAALF ACTION FUND
PO BOX 11869	PORTLAND	OR	97211	830781079	501(C)(4)	$10,000	UNITE OREGON - DEFUND, REINVEST, PROTECT
PACS
11020 NE HALSEY ST	PORTLAND	OR	97220	352468744	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
PARROTT CREEK CHILD AND FAMILY SERVICES
1001 MOLALLA AVE STE 209	OREGON CITY	OR	97045	930591772	501(C)(3)	$40,000	WOMEN & MOTHER'S PROGRAM
PARTNERS FOR A HUNGER FREE OREGON
712 SE HAWTHORNE BLVD STE 202	PORTLAND	OR	97214	204970868	501(C)(3)	$25,000	EMERGENCY COVID-19 FUNDING GRANT
PORLTAND LEADERSHIP FOUNDATION
809 N RUSSELL 203	PORTLAND	OR	97227	264224606	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
PORTLAND HOMELESS FAMILY SOLUTIONS
1221 SW YAMHILL ST STE 210	PORTLAND	OR	97205	263967833	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
PORTLAND INDUSTRIALIZATION CENTER
717 N KILLINGSWORTH CT	PORTLAND	OR	97217	930593858	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
PORTLAND STREET MEDICINE
825 NE MULTNOMAH ST	PORTLAND	OR	97212	824209837	501(C)(3)	$27,500	EMERGENCY COVID-19 FUNDING GRANT
PROJECT ACCESS NOW
PO BOX 10953	PORTLAND	OR	97296	208928388	501(C)(3)	$5,000	MARDI GRAS SPONSOR
RAHABS SISTERS
247 SE 82ND AVE	PORTLAND	OR	97216	261675500	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
RAPHAEL HOUSE
4110 SE HAWTHORNE BLVD 503	PORTLAND	OR	97214	930710963	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
REACH COMMUNITY DEVELOPMENT
4150 SW MODDY AVE	PORTLAND	OR	97239	930813981	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
ROGUE COMMUNITY COLLEGE
3345 REDWOOD HWY	GRANTS PASS	OR	97527	930777701	501(C)(3)	$40,000	DONATION HEALTH PROFESSIONALS CENTER EQUIPMENT
ROGUE COMMUNITY HEALTH
19 MYRTLE ST	MEDFORD	OR	97504	237366812	501(C)(3)	$5,000	WAY TO HEALTH SPONSOR
ROSE HAVEN CIC
PO BOX 10405	PORTLAND	OR	97296	205922682	501(C)(3)	$10,000	EMERGENCY COVID-19 FUNDING GRANT
SCHOOLHOUSE SUPPLIES
4916 NE 122ND AVE	PORTLAND	OR	97230	204223437	501(C)(3)	$15,710	2020 SPONSORSHIP-TOOLS FOR SCHOOLS
SELF ENHANCEMENT
3920 N KERY AVE	PORTLAND	OR	97227	931086629	501(C)(3)	$25,000	EMERGENCY COVID-19 FUNDING GRANT
SOMALI AMERICAN COUNCIL OF OREGON
1511 SE 122ND AVE	PORTLAND	OR	97233	320338616	501(C)(3)	$5,000	SPONSORSHIP OF SACOO EVENT 09/15/20
SOUL DISTRICT BUSINESS ASSOCIATION
PO BOX 11565	PORTLAND	OR	97211	930843715	501(C)(3)	$10,000	DREAM RUN SPONSOR
SPECT-ACTORS COLLECTIVE
620 NW 8TH STREET	GRESHAM	OR	97030	770661661	501(C)(3)	$45,000	CARING FOR MATERNAL CHILD HEALTH EQUITY
STORE TO DOOR
7730 SW 31ST AVE	PORTLAND	OR	97219	943105555	501(C)(3)	$15,000	EMERGENCY COVID-19 FUNDING GRANT
STRAIGHTWAY SERVICES
1232 SW JEFFERSON ST 404	PORTLAND	OR	97201	263494129	501(C)(3)	$57,000	EMERGENCY COVID-19 FUNDING GRANT
STREET ROOTS
211 NW DAVIS	PORTLAND	OR	97209	931271399	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
TOGETHER WE ARE GREATER THAN (GREATER THAN)
2916 NE ALBERTA ST STE D	PORTLAND	OR	97211	931037323	501(C)(3)	$15,000	EMERGENCY COVID-19 FUNDING GRANT
TRANSTION PROJECTS
665 NW HOYT ST	PORTLAND	OR	97209	930591582	501(C)(3)	$46,000	EMERGENCY COVID-19 FUNDING GRANT
TRILLIUM FAMILY SERVICES INC
3415 SE POWELL	PORTLAND	OR	97202	930386966	501(C)(3)	$25,000	BLACK&GOLD GALA SPONSOR
UNITED WAY OF THE COLUMBIA WILLAMETTE
619 SW 11TH AVE STE 300	PORTLAND	OR	97205	930582124	501(C)(3)	$45,281	EMERGENCY COVID-19 FUNDING GRANT
URBAN LEAGUE OF PORTLAND
10 N RUSSELL ST	PORTLAND	OR	97227	930395590	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
VERDE
6899 NE COUMBIA BLVD STE A	PORTLAND	OR	97218	203685723	501(C)(3)	$20,000	EMERGENCY COVID-19 FUNDING GRANT
VIRGINIA GARCIA
PO BOX 568	CORNELIUS	OR	97113	930717997	501(C)(3)	$21,500	PARTNERS PROGRAM SPONSOR

Field	Value	IRS element (for citing)
Total501c3 Org	36	Total501c3OrgCnt
Total Other Org	7	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANTS AND OTHER ASSISTANCE ARE PROVIDED TO ORGANIZATIONS IN OUR SERVICE AREA WHO DEMONSTRATE A FINANCIAL NEED IN REGARD TO IMPROVING THE DELIVERY OF HEALTH SERVICES IN LINE WITH OUR EXEMPT PURPOSE AND MISSION. CAREOREGON CONSIDERS EACH CASE TO VERIFY THAT THE NEED IS DOCUMENTED, LEGITIMATE AND SUBSTANTIAL IN NATURE. FOLLOWING DISBURSEMENT OF FUNDS, FOLLOW-UP CONTACT IS PERFORMED, EITHER VERBALLY OR IN WRITING, TO VERIFY THE APPROPRIATE USE OF THE FUNDS, TO THE EXTENT POSSIBLE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ERIC C HUNTER
CEO, PRESIDENT & BOARD OF DIRECTOR	$484,887	$0	$116,604	$0	$690	$0	$20,861	$0	$13,984	$0	$637,026	$0	$0	$0
AMIT R SHAH
CHIEF MEDICAL OFFICER	$357,821	$0	$72,910	$0	$1,470	$0	$21,250	$0	$2,557	$0	$456,008	$0	$0	$0
DOUGLAS R LUTHER
SR. MEDICAL DIRECTOR, OPERATIONS	$310,561	$0	$46,759	$0	$1,563	$0	$20,795	$0	$2,032	$0	$381,710	$0	$0	$0
AMY L DOWD
CHIEF OPERATIONS OFFICER	$286,808	$0	$49,557	$0	$270	$0	$20,235	$0	$16,754	$0	$373,624	$0	$0	$0
TERESA K LEARN
CFO, BOARD TREASURER	$275,049	$0	$55,926	$0	$270	$0	$20,831	$0	$15,331	$0	$367,407	$0	$0	$0
WILLIAM J KENNEDY
SR. MEDICAL DIRECTOR	$278,429	$0	$28,920	$0	$375	$0	$21,036	$0	$32,746	$0	$361,506	$0	$0	$0
ERIN D FAIR
CHIEF STRATEGY OFFICER, SECRETARY	$240,484	$0	$48,656	$0	$270	$0	$20,665	$0	$30,071	$0	$340,146	$0	$0	$0
JOHN DISCHOF
MEDICAL DIRECTOR - BEHAVIORAL HEALTH	$279,369	$0	$3,699	$0	$11,371	$0	$16,014	$0	$26,637	$0	$337,090	$0	$0	$0
ALYSSA FRANZEN
VICE PRESIDENT, DENTAL	$247,610	$0	$43,907	$0	$270	$0	$19,747	$0	$16,121	$0	$327,655	$0	$0	$0
REBECCA RAMSAY
VICE PRESIDENT, HOUSECALL PROVIDERS	$231,705	$0	$35,754	$0	$270	$0	$20,594	$0	$37,894	$0	$326,217	$0	$0	$0
MARY B ENGRAV
MEDICAL DIRECTOR	$274,933	$0	$23,183	$0	$1,890	$0	$14,582	$0	$3,016	$0	$317,604	$0	$0	$0
NATHAN CORLEY
VICE PRESIDENT, INFO SVCS & ANALYTIC	$213,786	$0	$40,752	$0	$270	$0	$18,292	$0	$15,151	$0	$288,251	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 1A	FormAndLineReferenceDesc
Explanation	CAREOREGON REIMBURSED HEALTH CLUB DUES FOR ERIC HUNTER, DOUGLAS LUTHER, WILLIAM KENNEDY AND MARY ENGRAV IN THE AMOUNT OF $420, $93, $105, AND $420 RESPECTIVELY. THIS REIMBURSEMENT WAS INCLUDED AS TAXABLE COMPENSATION TO THESE PARTIES.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1 TAX-EXEMPT PURPOSE AND MISSION OF CAREOREGON	CAREOREGON, INC. (CAREOREGON) IS A NONPROFIT HEALTH PLAN ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. CAREOREGON'S MISSION IS TO INSPIRE AND PARTNER TO CREATE QUALITY AND EQUITY IN INDIVIDUAL AND COMMUNITY HEALTH. CAREOREGON CONTRACTS WITH SEVERAL COORDINATED CARE ORGANIZATIONS (CCOS) AND WITH THE OREGON HEALTH AUTHORITY (OHA) TO MANAGE CARE AND PROVIDE HEALTH CARE SERVICES TO MEDICAID ENROLLEES. BY LISTENING TO OUR MEMBERS AND EXPLORING INNOVATIVE SOLUTIONS WITH OUR PROVIDERS AND COMMUNITIES, WE HELP OREGONIANS PREVENT ILLNESS AND LIVE BETTER LIVES. EVERY DAY, WE STRENGTHEN OUR COMMUNITIES BY MAKING HEALTH CARE WORK FOR EVERYONE. WE HELP HUNDREDS OF THOUSANDS OF OREGONIANS GET THE CARE THEY DESERVE. WE BELIEVE GOOD HEALTH IS MORE THAN HEALTH CARE. THAT'S WHY WE INVEST IN PROGRAMS THAT HELP PEOPLE GET HOUSING, HEALTHY FOOD, JOB TRAINING AND MORE. OUR MEMBERS' LIVES TOUCH COUNTLESS OTHER LIVES. WHEN THEY ARE STRONGER, WE ARE ALL STRONGER. THAT'S THE CAREOREGON EFFECT. CAREOREGON PROVIDES MANAGED CARE SERVICES TO APPROXIMATELY 450,000 OREGON HEALTH PLAN (MEDICAID) MEMBERS THROUGH ITS PARTNERSHIPS WITH THREE COORDINATED CARE ORGANIZATIONS, AND TO APPROXIMATELY 13,000 MEDICARE MEMBERS. OUR MEMBERS ARE LOCATED IN THE PORTLAND METROPOLITAN AREA, SOUTHERN OREGON AND THE NORTHERN OREGON COASTAL COUNTIES. - TWO OF OUR CCOS ARE LIMITED LIABILITY CORPORATIONS (LLCS) OWNED BY CAREOREGON: JACKSON COUNTY CCO, LLC, IN JACKSON COUNTY; AND COLUMBIA PACIFIC CCO, LLC, IN COLUMBIA, TILLAMOOK AND CLATSOP COUNTIES. - HEALTH SHARE OF OREGON (HEALTH SHARE) IS MADE UP OF FIVE PLAN PARTNERS (KAISER PERMANENTE, PROVIDENCE, OREGON HEALTH & SCIENCE UNIVERSITY, PACIFICSOURCE, AND CAREOREGON). THIS PARTNERSHIP SERVES OREGON HEALTH PLAN MEMBERS IN MULTNOMAH, CLACKAMAS AND WASHINGTON COUNTIES. CAREOREGON CURRENTLY PROVIDES PHYSICAL HEALTH MANAGED CARE SERVICES TO APPROXIMATELY 55% OF HEALTH SHARE'S MEDICAID MEMBERS. CAREGON ALSO PROVIDES BEHAVIORAL AND DENTAL HEALTH MANAGED CARE SERVICES TO THE ENTIRE HEALTH SHARE MEMBERSHIP. HEALTH SHARE IS A SEPARATE CCO UNRELATED TO CAREOREGON THAT ENGAGES CAREOREGON FOR MOST OF ITS ADMINISTRATIVE SERVICES. - UNDER A CONTRACT WITH OHA, CAREOREGON PROVIDES CARE COORDINATION TO AMERICAN INDIANS AND ALASKA NATIVES ON THE OREGON HEALTH PLAN. THE ORIGINAL REQUEST FOR THIS PROGRAM CAME FROM THE NINE FEDERALLY RECOGNIZED TRIBES IN OREGON BASED ON THE POSITIVE REPUTATION CAREOREGON HAS FOR CARE SUPPORT. THE TRIBES, OHA AND CAREOREGON COLLABORATED ON THE PROGRAM DESIGN. - ALL CCOS, INCLUDING THOSE IN THE CAREOREGON FAMILY OF COMPANIES, PROVIDE THE OREGON HEALTH PLAN HEALTH CARE SERVICES TO ALL CHILDREN AND TEENS IN THE STATE, REGARDLESS OF IMMIGRATION STATUS UNDER THE COVER-ALL-KIDS PROGRAM. IT INCLUDES PHYSICAL, DENTAL AND BEHAVIORAL HEALTH CARE. ALL COVERED SERVICES ARE FREE. - HOUSECALL PROVIDERS SERVICES, LLC, A MEMBER OF THE CAREOREGON FAMILY, PROVIDES HOME-BASED CARE AND HOSPICE SERVICES. HOUSECALL PROVIDERS, PC, OFFERS MEDICAL CARE, INTEGRATING PRIMARY AND PALLIATIVE SERVICES FOR HOMEBOUND PATIENTS IN THE PORTLAND METRO REGION.
PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENT	OREGON HEALTH PLAN (MEDICAID) PROGRAM THROUGH THE CCOS, CAREOREGON PROVIDES HEALTH CARE SERVICES TO MORE THAN 450,000 MEDICAID MEMBERS BY CONTRACTING WITH NETWORKS OF COMMUNITY AND PRIVATE MEDICAL PROVIDERS THROUGHOUT THE STATE OF OREGON. THESE SERVICES RESULT IN BETTER ACCESS TO QUALITY HEALTH CARE, LOWER COSTS, AND IMPROVED CARE FOR OUR MEMBERS AND FOR THE COMMUNITIES WE SERVE. IN ADDITION TO TRADITIONAL HEALTH CARE SPENDING, CAREOREGON AND ITS SUBSIDIARY CCOS INVESTED APPROXIMATELY $5.0 MILLION IN HEALTH-RELATED SERVICES SPENDING FOR THE YEAR ENDED DECEMBER 31, 2020. HEALTH-RELATED SERVICES ARE NON-COVERED SERVICES THAT ARE OFFERRED AS A SUPPLEMENT TO COVERED BENEFITS TO IMPROVE CARE DELIVERY AND OVERALL MEMBER AND COMMUNITY HEALTH AND WELL-BEING. EXAMPLES OF HEALTH-RELATED SERVICES INCLUDE BUT NOT LIMITED TO HOUSING IMPROVEMENTS AND SERVICES OR SUPPORTS, HEALTHY FOOD, EDUCATION, LEGAL SUPPORT AND TRANSPORTION. CCOS ARE RESPONSIBLE FOR: - INTEGRATING PHYSICAL, MENTAL, DENTAL HEALTH AND SUBSTANCE USE DISORDER TREATMENT TO ENSURE BETTER CARE FOR THE WHOLE PERSON. - MAINTAINING A COMMUNITY CARE ADVISORY COUNCIL, MADE UP OF AT LEAST 51 PERCENT CONSUMERS, TO ADVISE THE STAFF AND BOARD OF DIRECTORS. - PROVIDING PATIENT-CENTERED PRIMARY CARE HOME (PCPCH) CLINICS. - IMPLEMENTING CONSISTENT ALTERNATIVE PAYMENT METHODOLOGIES THAT ALIGN PAYMENT WITH HEALTH OUTCOMES. - WORKING WITH THEIR COMMUNITIES TO IMPLEMENT COMMUNITY HEALTH ASSESSMENTS AND ADOPTING ANNUAL COMMUNITY HEALTH IMPROVEMENT PLANS. - ENCOURAGING MEANINGFUL USE OF ELECTRONIC HEALTH RECORDS AND HEALTH INFORMATION EXCHANGE. - ENSURING COMMUNICATIONS, OUTREACH, MEMBER ENGAGEMENT AND SERVICES ARE TAILORED TO CULTURAL, HEALTH LITERACY AND LINGUISTIC NEEDS. - DEVELOPING AND IMPLEMENTING A QUALITY IMPROVEMENT PLAN FOCUSED ON ELIMINATING RACIAL, ETHNIC AND LINGUISTIC DISPARITIES IN ACCESS, QUALITY OF CARE, EXPERIENCE OF CARE AND OUTCOMES. CCOS MUST REPORT ON A VARIETY OF PERFORMANCE METRICS EACH YEAR. CCOS MAY EARN BONUS DOLLARS FOR MEETING OR EXCEEDING BENCHMARKS FOR SOME IDENTIFIED METRICS. CAREOREGON'S PARTNER CCOS HAVE CONSISTENTLY BEEN AMONG THE TOP PERFORMING CCOS FOR QUALITY POOL METRICS, WHICH INCLUDE SCREENINGS, HEALTH OUTCOMES AND PAY FOR PERFORMANCE. IN 2020, WE CONTINUED TO PROVIDE COMMUNITY OUTREACH, SUPPORT AND CARE COORDINATION SERVICES TO HIGH-RISK MEMBERS IN MULTNOMAH, WASHINGTON AND CLACKAMAS COUNTIES THROUGH CAREOREGON; IN JACKSON COUNTY THROUGH JACKSON CARE CONNECT; IN COLUMBIA, TILLAMOOK AND CLATSOP COUNTIES THROUGH COLUMBIA PACIFIC CCO. WE ENCOURAGE CLINICS TO PROVIDE THE BEST PRIMARY CARE POSSIBLE THROUGH OUR VARIOUS IMPROVEMENT AND INCENTIVE-PAYMENT PROGRAMS. THE GOAL OF THESE PROGRAMS IS TO BUILD SYSTEMS AND PROCESSES FOR PROACTIVE PANEL MANAGEMENT; TEAM-BASED CARE; CASE MANAGEMENT; PATIENT EMPOWERMENT FOR SELF-MANAGEMENT; INTEGRATION OF PHYSICAL, MENTAL AND ORAL HEALTH CARE; IMMUNIZATION AND DISEASE-SPECIFIC PATIENT REGISTRIES; AND SAME-DAY AND EXTENDED-HOUR MEMBER ACCESS TO THE CARE TEAM. ALL THESE IMPROVEMENTS HAVE THE GOAL OF COST-EFFECTIVE, CONTINUOUS AND COORDINATED CARE. WE WORKED STRATEGICALLY WITH OUR BOARD OF DIRECTORS, PROVIDER NETWORK AND COMMUNITY BENEFIT ORGANIZATIONS AND DEMONSTRATED OUR COMMITMENT TO MINIMIZE HEALTH DISPARTITIES FOR OUR MEMBERS OF COLOR, THOSE MOST HARMED BY SYSTEMATIC AND STRUCTURE OPPRESSION AND THE COMMUNITY WE SERVE. OUR COMMITMENT WAS DEMONSTRATED BY US PLAYING A VITAL ROLE IN SOCIAL DETERMINANTS OF HEALTH SPENDING, COVID-19 AND WILDFIRE RELIEF IN OUR OPERATING TERRITORY. WE CONTINUE TO FOCUS ON OUR MEMBERS' ACCESS TO ESSENTIAL SERVICES SUCH AS HOUSING, EDUCATION AND HEALTHY FOOD, AND CARE INTEGRATION BY ENSURING OUR MEMBERS HAVE ACCESS TO CULTURALLY AND LINGUISTICALLY APPROPRIATE CARE THAT IS COORDINATED ACROSS PRIMARY, SPECIALTY, BEHAVIORAL AND ORAL HEALTH. OUR PERSONALIZED HEALTH PROGRAMS FOCUS RESOURCES ON INDIVIDUAL NEEDS AND WELL-BEING. WE SUPPORT MEMBERS WHO ARE AT HIGH RISK AND/OR HAVE COMPLEX HEALTH CONDITIONS BY PROVIDING COORDINATED CARE THAT TAKES INTO CONSIDERATION PAST TRAUMAS. WE FOCUS ON EACH PERSON'S PSYCHOSOCIAL AND CARE MANAGEMENT NEEDS AND HELP MEMBERS TRANSITION FROM HOSPITAL TO HOME. WE PROVIDE HOME-BASED CARE SERVICES AND MEDICATION MANAGEMENT AND DEVELOP SPECIALTY PRIMARY CARE TEAMS TO ADDRESS NEEDS. - REGIONAL CARE TEAM - A TEAM OF SOCIAL WORKERS EXPERIENCED WITH MENTAL HEALTH AND SUBSTANCE USE DISORDER WHICH DEVELOPS PARTNERSHIPS BASED ON MUTUAL TRUST WITH MEMBERS WHO FACE THE GREATEST HEALTH CHALLENGES. THE TEAM ADDRESSES MEMBERS' LIVING CONDITIONS AS WELL AS HEALTH CONDITIONS TO HELP MEMBERS TRANSITION TO OVERALL WELL-BEING. - TRANSITIONS IN CARE FOCUS ON THE HOSPITALIZED DUAL-ELIGIBLE POPULATION, WORKING WITH THEM BEFORE THEY ARE DISCHARGED TO REDUCE THE RISK OF READMISSION. - CARE COORDINATION COORDINATION OF MULTI-DISCIPLINARY CARE FOR PATIENTS WITH COMPLEX MEDICAL ISSUES. - PALLIATIVE CARE SUPPORT FOR TERMINALLY ILL PATIENTS, REDUCING HOSPITAL AND EMERGENCY DEPARTMENT UTILIZATION RATES. - ADVERSE CHILDHOOD EXPERIENCES (ACES) TRAINING AND SERVICE - BY PARTNERING WITH OUR HEALTH PLANS, WE FOCUS ON TRAINING STAFF, PROVIDERS, EDUCATORS AND OTHER COMMUNITY MEMBERS ABOUT THE IMPORTANCE OF RECOGNIZING ACES. PROVIDERS PRACTICING TRAUMA-INFORMED CARE TAKE INTO ACCOUNT THE PATIENT'S HISTORY AND ADJUST THEIR TREATMENT TO SUPPORT THE INDIVIDUAL'S COPING CAPACITY. - EFFECTIVE JANUARY 1, 2020, JACKSON COUNTY CCO, LLC RECEIVED APPROXIMATELY 12,000 ADDITIONAL MEMBERS IN JACKSON COUNTY AS A RESULT OF MEMBER REASSIGNMENT BY THE OREGON HEALTH AUTHORITY. - EFFECTIVE JANUARY 1, 2020, BEHAVIORAL AND DENTAL HEALTH MANAGED CARE SERVICES FOR ALL OF HEALTH SHARE'S MEMBERS IN MULTNOMAH, CLACKAMAS AND WASHINGTON COUNTIES HAVE BEEN TRANSFERRED TO CAREOREGON. - EFFECTIVE APRIL 1, 2020, NON-EMERGENT MEDICAL TRANSPORTATION BENEFIT OF ALL OF HEALTH SHARE'S MEMBERS IN MULTNOMAH, CLACKAMAS AND WASHINGTON COUNTIES HAVE BEEN TRANSFERRED TO CAREOREGON.
PART III, LINE 4B PROGRAM SERVICE ACCOMPLISHMENT	MEDICARE PLAN ON BEHALF OF HEALTH PLAN OF CAREOREGON, CAREOREGON ADMINISTERS CAREOREGON ADVANTAGE(COA) PLUS, A MEDICARE SPECIAL NEEDS PLAN (SNP). COA PLUS PROVIDES CONTINUITY OF COVERAGE FOR MEMBERS WHO ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID. THE CONTINUITY BENEFITS BOTH PATIENTS AND PROVIDERS BY ENSURING A COORDINATED AND CONVENIENT MEANSOF RECEIVING AND DELIVERING QUALITY CARE. OUR MEDICARE PLANS SERVED APPROXIMATELY 13,000 MEMBERS IN 2020.
PART III, LINE 4C PROGRAM SERVICE ACCOMPLISHMENT	CHARITABLE CONTRIBUTIONS WITH CAREOREGON'S GOAL OF CONTINUOUSLY INVESTING IN THE COMMUNITIES WE SERVE, WE CONTRIBUTED APPROXIMATELY $2.7 MILLION IN 2020 TO OTHER NONPROFIT CHARITABLE ORGANIZATIONS THAT STRIVE TO IMPROVE HEALTH CARE IN OREGON AND TO IMPROVE THE HEALTH CARE STATUS OF VULNERABLE AND UNDERSERVED POPULATIONS.
PART IV, LINE 12/12A CONSOLIDATED FINANCIAL STATEMENTS	FOR THE YEAR ENDED DECEMBER 31, 2020, AN AUDIT WAS PERFORMED ON THE CONSOLIDATED ENTITY WHICH INCLUDES CAREOREGON, INC., HEALTH PLAN OF CAREOREGON, INC., CARE ACCESS LLC, COLUMBIA PACIFIC CCO, LLC, JACKSON COUNTY CCO, LLC, HOUSECALL PROVIDERS SERVICES LLC, AND HOUSECALL PROVIDERS, PC. IN ADDITION, STATUTORY AUDITS WERE PERFORMED ON HEALTH PLAN OF CAREOREGON, INC., COLUMBIA PACIFIC CCO, LLC AND JACKSON COUNTY CCO, LLC ON A STANDALONE BASIS FOR THE PUROSE OF REGULATORY FILING FOR THE YEAR ENDED DECEMBER 31, 2020.
FORM 990, PART VI, SECTION A, LINE 2	AMIT SHAH, MD IS A CHIEF MEDICAL OFFICER OF CAREOREGON AND SERVES AS A MEMBER OF BOARD OF DIRECTORS OF HOUSECALL PROVIDERS, PC. SHAH HOLDS 51% OWNERSHIP AND CAREOREGON HOLDS 49% OF HOUSECALL PROVIDERS, PC WHICH IS A FULLY-CONSOLIDATED SUBSIDIARY OF CAREOREGON FOR FINANCIAL REPORTING PURPOSES.
FORM 990, PART VI, SECTION B, LINE 11B	CAREOREGON'S FORM 990 GOES THROUGH MULTIPLE LAYERS OF REVIEW BEFORE IT IS REVIEWED BY THE CFO, FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. THE FORM 990 IS REVIEWED AND DISCUSSED AT THE FINANCE COMMITTEE MEETING. ALL REVIEWERS ARE GIVEN TIME TO RESPOND WITH ANY REVISIONS. AFTER INCORPORATION OF ALL REVISIONS, THE FORM 990 IS REDISTRIBUTED TO THE REVIEWERS FOR A FINAL REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY OF CAREOREGON IS DISTRIBUTED TO THE BOARD MEMBERS ANNUALLY. IT APPLIES TO DIRECTORS, OFFICERS AND KEY EMPLOYEES (ON THE BASIS OF TESTS SET FORTH IN IRS FORM 990), AND ANY OTHER INDIVIDUAL IN A POSITION TO EXERCISE SIGNIFICANT INFLUENCE OVER A DECISION HAVING MATERIAL ECONOMIC IMPACT FOR CAREOREGON (COLLECTIVELY COVERED PERSONS). THE CONFLICT OF INTEREST POLICY IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD. AN ANNUAL CONFLICT OF INTEREST DECLARATION AND INDEPENDENCE QUESTIONNAIRE IS DISTRIBUTED TO ALL COVERED PERSONS. THROUGH THE DISTRIBUTED DOCUMENT, EACH COVERED PERSON SIGNS AND ACKNOWLEDGES THEIR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND REPORTS FAMILY AND BUSINESS RELATIONSHIPS THAT ARE USED TO DETERMINE THE INDEPENDENCE OF A DIRECTOR PURSUANT TO THE DEFINITION AND TESTS SET FORTH IN IRS FORM 990. THE GOVERNANCE COMMITTEE REVIEWS THE RESPONSES TO THE ANNUAL QUESTIONNAIRES AND MAKES RECOMMENDATIONS TO THE FULL BOARD ON ANY RESOLUTIONS OR ACTIONS REQUIRED TO MITIGATE ANY CONFLICTS OF INTEREST. FOR 2020, THERE WERE NO CONFLICTS OF INTEREST REQUIRING RESOLUTION OR ACTIONS. AT THE BEGINNING OF EACH MEETING OF THE BOARD OF DIRECTORS, THE CHAIR ASKS ALL MEMBERS PRESENT TO DECLARE ANY CONFLICTS OF INTEREST SO THE BOARD IS UPDATED ON ANY NEW CONFLICTS THAT MAY HAVE ARISEN SINCE THE LAST ANNUAL QUESTIONNAIRE. ALL SIGNED CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENTS AND INDEPENDENCE QUESTIONNAIRES ARE RETAINED AT CAREOREGON'S OFFICE. IF FOR A SPECIFIC MATTER REQUIRING BOARD ACTION, A CONFLICT OF INTEREST EXISTS, AS DETERMINED BY THE BOARD, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE MEETING, DISCLOSING THE EXISTENCE OF HIS OR HER INTEREST AND SHALL DISCLOSE ALL MATERIAL FACTS. FOLLOWING THE PERSON'S DISCLOSURES AND AFTER ANY DISCUSSION WITH THE BOARD, THE INDIVIDUAL LEAVES THE MEETING WHILE THE BOARD INDEPENDENTLY DISCUSSES THE MATTER BEFORE IT VOTES ON THE PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. IF THERE IS REASONABLE QUESTION ABOUT THE APPROPRIATENESS OF THE PROPOSED TRANSACTION OR ARRANGEMENT, THE CHAIR SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTIONS OR ARRANGEMENTS. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL EVALUATE THE RESULTING ALTERNATIVES PRESENTED BY THE APPOINTED PERSON OR COMMITTEE. IF AN APPROPRIATE CONFLICT-FREE ALTERNATIVE IS NOT REASONABLY ATTAINABLE, THE BOARD SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE ORIGINAL TRANSACTION OR ARRANGEMENT IS IN CAREOREGON'S BEST INTEREST, FOR CAREOREGON'S OWN BENEFIT, WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO CAREOREGON, AND WHETHER THE TRANSACTION IS IN COMPLIANCE WITH ALL APPLICABLE LAWS AND REGULATIONS. THE BOARD SHALL THEN VOTE WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH THE EVALUATION OF THE FOREGOING.
FORM 990, PART VI, SECTION B, LINE 15	MARKET DATA ON THE TOTAL COMPENSATION PACKAGE FOR EXECUTIVE POSITIONS (CEO, COO, CFO, CSO, AND CMO) IS PROVIDED ANNUALLY BY AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT USING COMPARABLE ORGANIZATIONS BY INDUSTRY, PROFIT/NON-PROFIT STATUS AND REVENUE SIZE. THE COMPENSATION COMMITTEE, CONSISTING OF A MAJORITY OF INDEPENDENT BOARD MEMBERS, REVIEWS MARKET DATA, EVALUATES CEO PERFORMANCE AND REVIEWS CEO RECOMMENDATIONS FOR COMPENSATION FOR OTHER EXECUTIVE OFFICERS. THE COMMITTEE PRESENTS ITS RECOMMENDATIONS FOR CEO TO THE BOARD. DECISIONS ARE MADE IN A BOARD MEETING. THE BOARD REVIEWS THE RECOMMENDATION FOR THE COMPENSATION OF ALL OTHER EMPLOYEES AS PART OF THE BUDGET APPROVAL PROCESS. THE PROCESS OF DETERMINING THE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND KEY OFFICERS INCLUDES A REVIEW OF AN INDEPENDENT CONSULTANT'S REPORT OF COMPARABLE SALARIES OF SIMILAR ORGANIZATIONS AND IS GUIDED BY WRITTEN COMPENSATION PRACTICES. WITH THE CEO AND ALL OTHER OFFICERS ABSENT FROM THE MEETINGS, THE BOARD APPROVES THE SALARY OF THE CEO. THIS PROCESS WAS LAST UNDERTAKEN ON MARCH 14, 2021 FOR THE CEO, AND THE CEO'S RECOMMENDATIONS FOR OTHER OFFICERS. THERE IS CONTEMPORANEOUS DOCUMENTATION OF THIS PROCESS AND THE RESULTS.
FORM 990, PART VI, SECTION C, LINE 19	THE TAX RETURN INFORMATION IS AVAILABLE UPON REQUEST. WHILE NO REQUIREMENT TO MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC EXISTS, CAREOREGON WILL CONSIDER ALL REQUESTS FOR THESE DOCUMENTS ON A CASE-BY-CASE BASIS.
FORM 990, PART XI, LINE 9:	TRANSFER TO HOUSECALL PROVIDERS, PC -3,500,000.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
COLUMBIA PACIFIC CCO LLC
315 SW FIFTH AVENUE	PORTLAND	OR	97204	455532847	MEDICAID MANAGED HEALTH CARE PLAN	OR	$186,450,335	$39,463,014	CAREOREGON INC
JACKSON COUNTY CCO LLC
315 SW FIFTH AVENUE	PORTLAND	OR	97204	455499608	MEDICAID MANAGED HEALTH CARE PLAN	OR	$266,477,088	$34,405,131	CAREOREGON INC
HOUSECALL PROVIDERS SERVICES LLC
315 SW FIFTH AVENUE	PORTLAND	OR	97204	821474020	HOME-BASED CARE AND HOSPICE SERVICES	OR	$8,003,027	$1,959,083	CAREOREGON INC
CARE ACCESS LLC
315 SW FIFTH AVENUE	PORTLAND	OR	97204	270630449	MEDICAL BUILDING	OR	$324,500	$4,252,327	CAREOREGON INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
HEALTH PLAN OF CAREOREGON INC
315 SW FIFTH AVENUE	PORTLAND	OR	97204	463264330	MEDICARE HEALTH PLAN	OR	501(C)	509(A)	CAREOREGON INC	Yes (1)
HOUSECALL PROVIDERS PC
315 SW FIFTH AVENUE	PORTLAND	OR	97204	821663503	MEDICAL CARE, INTEGRATING PRIMARY AND PALLIATIVE SERVICES	OR	501(C)	501(C)	CAREOREGON INC	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HEALTH PLAN OF CAREOREGON
O	$15,396,231	ALLOCATION OF EMPLOYEE COSTS
HEALTH PLAN OF CAREOREGON
N	$4,079,431	ALLOCATION OF OPERATING EXPENSES
HEALTH PLAN OF CAREOREGON
Q	$2,633,434	SPECIFICALLY IDENTIFIABLE COSTS
HOUSECALL PROVIDERS PC
O	$7,692,440	ALLOCATION OF EMPLOYEE COSTS
HOUSECALL PROVIDERS PC
N	$224,446	ALLOCATION OF OPERATING EXPENSES
HOUSECALL PROVIDERS PC
M	$1,202,683	SPECIFICALLY IDENTIFIABLE COSTS
HOUSECALL PROVIDERS PC
Q	$994,969	SPECIFICALLY IDENTIFIABLE COSTS
HOUSECALL PROVIDERS PC
R	$3,500,000	EQUITY TRANSFER