CAREOREGON INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: CAREOREGON INC (EIN 93-0933975)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-10-31
IRS object ID: 201713049349300926
Schema version: 2016v3.1
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 L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-10-31T09:52:18-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	2016-01-01	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)
In Care Of	% TERESA KENNEDY LEARN CFO	InCareOfNm
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	TERESA K LEARN	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	5034161415	PhoneNum
Signature	2017-10-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Sue Robison	PreparerPersonNm
PTIN	P00560072	PTIN
Phone	2069134000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.102.5	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	91023620173045000000	FederalOriginalSubmissionId
Federal Original Submission Id	2017-10-31	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	33E75B7E6BAA1814A9922AD467DF10AECE47872A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D4B6FF57FDA49F0786EA0BAD5978D0D9F1ACACE2	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$966,801,471	GrossReceiptsAmt
Group Return For Affiliates	false	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	CareOregon is a non-profit Health Plan whose mission is building individual well-being and community health through shared learning and innovation.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	813	TotalEmployeeCnt
Total Volunteers	121	TotalVolunteersCnt
Total Gross UBI	$15,353,657	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$52,011	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,144,558	PYContributionsGrantsAmt
CY Contributions Grants	$339,602	CYContributionsGrantsAmt
PY Program Service Revenue	$927,301,911	PYProgramServiceRevenueAmt
CY Program Service Revenue	$869,906,422	CYProgramServiceRevenueAmt
PY Investment Income	$6,927,741	PYInvestmentIncomeAmt
CY Investment Income	$8,145,525	CYInvestmentIncomeAmt
PY Other Revenue	$6,559,344	PYOtherRevenueAmt
CY Other Revenue	$8,092,739	CYOtherRevenueAmt
PY Total Revenue	$941,933,554	PYTotalRevenueAmt
CY Total Revenue	$886,484,288	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,199,442	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,948,952	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$59,487,285	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$67,227,382	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$789,715,209	PYOtherExpensesAmt
CY Other Expenses	$821,753,295	CYOtherExpensesAmt
PY Total Expenses	$851,401,936	PYTotalExpensesAmt
CY Total Expenses	$895,929,629	CYTotalExpensesAmt
PY Revenues Less Expenses	$90,531,618	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$9,445,341	CYRevenuesLessExpensesAmt
Total Assets BOY	$425,539,455	TotalAssetsBOYAmt
Total Assets EOY	$417,953,032	TotalAssetsEOYAmt
Total Liabilities BOY	$133,611,333	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$129,412,303	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$291,928,122	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$288,540,729	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	Yes (true)	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$813,518,672	ExpenseAmt
Revenue	$844,957,157	RevenueAmt
Desc	OHP PROGRAM - SEE SCHEDULE O FOR DESCRIPTION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$15,855,223	ExpenseAmt
Revenue	$16,683,091	RevenueAmt
Desc	MEDICARE PLAN - SEE SCHEDULE O FOR DESCRIPTION.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$6,948,952	ExpenseAmt
Grant	$6,948,952	GrantAmt
Desc	CHARITABLE CONTRIBUTIONS- SEE SCHEDULE O FOR DESCRIPTION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$15,492,738	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$8,266,174	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$851,815,583	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	2151	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	813	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TERESA KENNEDY LEARN CFO	PersonNm
Phone	5034161415	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	315 SW 5TH AVENUE SUITE 900	AddressLine1Txt
City	Portland	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97204	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Vickie S Gates
Board Vice Chair	4.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
Glenn S Rodriquez
Board Chair	4.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
Susan M Hennessy
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Beth A deHamel
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Joanne Fuller
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Damien Richard Hall
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Brenda Irene Johnson
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Nathalie Johnson
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Hyosuk Rhee
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Robert C Stewart
Board of Director	4.0	1.0	Yes (X)		$0	$0	$0
Eric C Hunter
CEO, President & Board of Dire	40.0	8.0	Yes (X)	Yes (X)	$249,915	$0	$16,324
Scott W Clement
Interim CEO, Integration-BDO	40.0	8.0		Yes (X)	$299,259	$0	$43,380
Katherine A Ellis
COO, Board Secretary	40.0	8.0		Yes (X)	$289,484	$0	$34,765
Teresa K Learn
CFO, Board Treasurer	40.0	9.5		Yes (X)	$282,172	$0	$34,681
Amit R Shah
CHIEF MEDICAL OFFICER	40.0	3.0		Yes (X)	$311,290	$0	$27,154
Patrick J Curran
INTEGRATION & BUS DEV OFFICER	40.0	8.0			$310,137	$0	$29,820	Yes (X)
Douglas R Luther
Sr Med Director - operations	40.0	7.5			$298,607	$0	$28,799	Yes (X)
William J Kennedy
Medical Director	40.0	3.0			$266,515	$0	$49,681	Yes (X)
Carl D Stevens
Medical Director	40.0	7.5			$244,444	$0	$36,118	Yes (X)
Safina Koreishi
Medical Director	40.0	3.0			$235,378	$0	$26,387	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,787,201	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$327,109	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	132	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CDW Direct LLC
PO Box 75723	CHICAGO	IL	60675	Computers/Maint/Fees	$2,044,386
Change Healthcare
PO Box 572490	SALT LAKE CITY	UT	84157	Claims Processing	$1,131,132
Dell Marketing LP
PO Box 802816	CHICAGO	IL	60680	Computer Equipments	$297,257
KPMG LLP
PO Box 120922	DALLAS	TX	75312	Audit and Tax Servic	$347,400
HealthTrio LLC
400 S Colorado Blvd Suite 540	DENVER	CO	80246	Administrative & Hea	$230,280

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	14	CntrctRcvdGreaterThan100KCnt
Government Grants	$339,602	GovernmentGrantsAmt
Total Contributions	$339,602	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
PREMIUM REVENUE	524114	$844,957,157	$844,957,157
MANAGEMENT FEE	541611	$23,808,170	$16,683,091	$7,125,079
TRAINING REVENUE	611430	$977,739	$772,611	$205,128
ALL OTHER PROGRAM SERVICE REVENUE	900099	$163,356	$62,031	$101,325

Field	Value	IRS element (for citing)
Total Program Service Revenue	$869,906,422	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,430,857	TotalRevenueColumnAmt
Exclusion	$6,430,857	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$400,108	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$227,687	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$172,421	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$172,421	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,807	UnrelatedBusinessRevenueAmt
Exclusion	$170,614	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$81,804,164	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$79,809,556	SecuritiesAmt
Other	$279,940	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,994,608	SecuritiesAmt
Other	-$279,940	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,714,668	TotalRevenueColumnAmt
Exclusion	$1,714,668	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	EMPLOYEE LEASE REVENUE	Desc
Business	541611	BusinessCd
Total Revenue Column	$7,920,318	TotalRevenueColumnAmt
Unrelated Business Revenue	$7,920,318	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$7,920,318	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$886,484,288	TotalRevenueColumnAmt
Related Or Exempt Func Income	$862,474,890	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$15,353,657	UnrelatedBusinessRevenueAmt
Exclusion	$8,316,139	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,948,952	TotalAmt
Program Services	$6,948,952	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,599,310	TotalAmt
Program Services	$349,329	ProgramServicesAmt
Management And General	$1,249,981	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$52,017,561	TotalAmt
Program Services	$31,307,857	ProgramServicesAmt
Management And General	$20,709,704	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,394,941	TotalAmt
Program Services	$2,035,214	ProgramServicesAmt
Management And General	$1,359,727	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,274,561	TotalAmt
Program Services	$3,872,455	ProgramServicesAmt
Management And General	$2,402,106	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,941,009	TotalAmt
Program Services	$2,241,221	ProgramServicesAmt
Management And General	$1,699,788	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$213,263	TotalAmt
Program Services	$5,156	ProgramServicesAmt
Management And General	$208,107	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$131,213	TotalAmt
Management And General	$131,213	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$92,888	TotalAmt
Management And General	$92,888	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$686,908	TotalAmt
Program Services	$1,695	ProgramServicesAmt
Management And General	$685,213	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,219,165	TotalAmt
Program Services	$5,269,401	ProgramServicesAmt
Management And General	$2,949,764	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$242,713	TotalAmt
Program Services	$126,666	ProgramServicesAmt
Management And General	$116,047	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,591,238	TotalAmt
Program Services	$1,004,084	ProgramServicesAmt
Management And General	$587,154	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,162,952	TotalAmt
Program Services	$671,105	ProgramServicesAmt
Management And General	$4,491,847	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,467,877	TotalAmt
Program Services	$30,638	ProgramServicesAmt
Management And General	$1,437,239	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$682,268	TotalAmt
Program Services	$436,056	ProgramServicesAmt
Management And General	$246,212	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$634,680	TotalAmt
Program Services	$259,318	ProgramServicesAmt
Management And General	$375,362	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	-$7,159	TotalAmt
Management And General	-$7,159	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,643,595	TotalAmt
Program Services	$475,629	ProgramServicesAmt
Management And General	$4,167,966	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$236,457	TotalAmt
Program Services	$10,552	ProgramServicesAmt
Management And General	$225,905	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
PHYSICAL HEALTHCARE EXPENSE	$695,022,558	$695,022,558
DENTAL HEALTHCARE EXPENSE	$27,120,141	$27,120,141
MENTAL HEALTHCARE EXPENSE	$32,860,311	$32,860,311
PASS THROUGH REVENUE EXPENSE	$32,997,676	$32,997,676

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,754,551	TotalAmt
Program Services	$8,769,569	ProgramServicesAmt
Management And General	$984,982	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$895,929,629	TotalAmt
Program Services	$851,815,583	ProgramServicesAmt
Management And General	$44,114,046	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,200	BOYAmt
EOY	$597	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$46,558,109	BOYAmt
EOY	$49,772,899	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$43,668,055	BOYAmt
EOY	$33,354,400	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,589,481	BOYAmt
EOY	$1,940,629	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$9,244	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,173,521	BOYAmt
EOY	$4,061,845	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$50,521,965	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$25,505,024	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$23,223,165	BOYAmt
EOY	$25,016,941	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$220,494,894	BOYAmt
EOY	$211,291,619	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$84,347,647	BOYAmt
EOY	$90,234,676	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,474,139	BOYAmt
EOY	$2,279,426	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$425,539,455	BOYAmt
EOY	$417,953,032	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$19,994,490	BOYAmt
EOY	$16,247,463	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$286,820	BOYAmt
EOY	$237,458	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$113,330,023	BOYAmt
EOY	$112,927,382	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$133,611,333	BOYAmt
EOY	$129,412,303	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$291,566,564	BOYAmt
EOY	$288,188,722	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$361,558	BOYAmt
EOY	$352,007	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$291,928,122	BOYAmt
EOY	$288,540,729	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$425,539,455	BOYAmt
EOY	$417,953,032	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$9,445,341	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,106,236	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$29,672	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$18,617	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

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	$362,543	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,526,389	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,676,151	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,144,558	CurrentTaxYearMinus1YearAmt
Current Tax Year	$339,602	CurrentTaxYearAmt
Total	$5,049,243	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$584,644,518	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$558,281,700	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$832,133,142	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$918,922,129	CurrentTaxYearMinus1YearAmt
Current Tax Year	$862,474,890	CurrentTaxYearAmt
Total	$3,756,456,379	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

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

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

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

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

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

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$585,007,061	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$559,808,089	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$833,809,293	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$920,066,687	CurrentTaxYearMinus1YearAmt
Current Tax Year	$862,814,492	CurrentTaxYearAmt
Total	$3,761,505,622	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	$3,761,505,622	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,221,135	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,037,837	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,841,109	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,384,386	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,830,965	CurrentTaxYearAmt
Total	$26,315,432	TotalAmt

Post1975 UBTI Post1975UBTIGrp

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

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,221,135	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,037,837	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,841,109	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,384,386	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,830,965	CurrentTaxYearAmt
Total	$26,315,432	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

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

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$589,228,196	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$563,845,926	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$838,650,402	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$926,451,073	CurrentTaxYearMinus1YearAmt
Current Tax Year	$869,645,457	CurrentTaxYearAmt
Total	$3,787,821,054	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99305	PublicSupportCY509Pct
Public Support PY509	0.99330	PublicSupportPY509Pct
Investment Income CY	0.00695	InvestmentIncomeCYPct
Investment Income PY	0.00690	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

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$92,888	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$92,888	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$895,836,741	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$895,929,629	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

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

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	$193,465	CurrentYearMinus3Amt
Current Year Minus2	$190,547	CurrentYearMinus2Amt
Current Year Minus1	$115,147	CurrentYearMinus1Amt
Current Year	$92,888	CurrentYearAmt
Total	$592,047	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	$30,001	CurrentYearMinus3Amt
Total	$30,001	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Lobbying Activities	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

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	false	InclEscrowCustodialAcctLiabInd
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp

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	$21,454,670	OtherCostOrOtherBasisAmt
Depreciation	$8,143,123	DepreciationAmt
Book Value	$13,311,547	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$423,018	OtherCostOrOtherBasisAmt
Depreciation	$311,052	DepreciationAmt
Book Value	$111,966	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,347,151	OtherCostOrOtherBasisAmt
Depreciation	$7,105,475	DepreciationAmt
Book Value	$2,241,676	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,592,606	OtherCostOrOtherBasisAmt
Depreciation	$9,945,374	DepreciationAmt
Book Value	$6,647,232	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$25,016,941	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	POOLED FUNDS	Desc
Book Value	$90,234,676	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$90,234,676	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
CLAIMS PAYABLE	$61,282,488
SPECIAL NEEDS RATE GROUP RISK	$4,653,592
PAY FOR PERFORMANCE INCENTIVE	$35,339,694
PREMIUM DEFICIENCY RESERVE	$8,770,000
HOSPITAL INCENTIVE PAYABLE	$705,189
PREMIUM RECOUPMENT PAYABLE	$2,060,257
INTERCOMPANY LIABILITIES	$73,205
HOSPITAL REIMBURSEMENT PAYABLE	$42,957

Field	Value	IRS element (for citing)
Total Liability	$112,927,382	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	FIN 48 FOOTNOTE The internal revenue service 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, is a Medicare Advantage Plan reported on form 1120-PC. The wholly-owned subsidiaries, Columbia Pacific CCO, LLC; Jackson Care Connect CCO, LLC; Care Access, 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. Management regularly assesses the likelihood that deferred tax assets will be recovered from future taxable income, and records a valuation allowance, if necessary, to reduce deferred tax assets to the amounts believed to be realizable.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Europe (Including Iceland and Greenland)	RegionTxt
Employee	1	EmployeeCnt
Type Of Activities Conducted	Program Services	TypeOfActivitiesConductedTxt
Specific Services Provided	CONSULTING SERVICES	SpecificServicesProvidedTxt
Region Total Expenditures	$36,000	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Employees	1	SubtotalEmployeesCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$36,000	SubtotalSpentAmt
Total Spent	$36,000	TotalSpentAmt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I Line 3 column F	FormAndLineReferenceDesc
Explanation	Explanation: Accrual	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (73 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
Active Children Portland
7931 NE Halsey Blvd Ste 201 Portla	Portland	OR	97213	452474481	501(c)(3)	$10,000	Capacity Investment Application Grant Proposal
Adlelante Mujeres
2036 Main St Ste A	Forest Grove	OR	97116	030473181	501(c)(3)	$25,000	Nourish the Community
Ant Farm
39140 Proctor Blvd	Sandy	OR	97055	931326167	501(c)(3)	$21,000	Connecting Youth & Seniors to Health, Independence, and Success
Black Parent Initiative
PO Box 12350	Portland	OR	97212	205686374	501(c)(3)	$50,750	2017 Pre-Birth through first 1000 days initiative
Bridgeworks Oregon
7021 SW McEwan Rd	Lake Oswego	OR	97035	811827888	501(c)(3)	$10,000	Create formal business plan for Primary Care Investment Fund Program
Cascade Aids Project
208 SW 5th Ave Ste 800	Portland	OR	97204	930903383	501(c)(3)	$76,000	To offset 2016 Expenses for Clinic Operations
Catholic Charitites of Oregon
2740 SE Powell Blvd	Portland	OR	97202	530196617	501(c)(3)	$51,500	Decrease health costs by stabilizing housing & providing on-site health services
Central City Concern
232 NW Sixth Avenue	Portland	OR	97209	930728816	501(c)(3)	$1,333,333	Eastside Integrated Housing and Services Campus
City Team International
526 SE Grand Ave	Portland	OR	97214	941501265	501(c)(3)	$10,000	Build and Improve our shelter and housing infrastructure
County of Clackamas Oregon
2051 Kaen Rd	Oregon City	OR	97045	936002286	Clackamas Cty	$81,595	Development Investment Application for Senior Companion Program & Green Corps Program Enhancement
Clackamas Service Center
8800 SE 80TH AVE	PORTLAND	OR	97206	930626175	501(c)(3)	$16,000	Database Improvements for Increased Community Benefit
Clackamas Volunteers in MedicineThe Founders Clin
PO Box 2592	Molalla	OR	97045	371621141	501(c)(3)	$11,500	Install & manage new HER data collection software LEAP
Helping Hands Reentry Outreach Center
PO Box 413	Seaside	OR	97138	271158468	501(c)(3)	$75,000	A HELPING HAND TO SUSTAINABLE LIFE
Clackamas Womens Service
256 Warner Milne Rd	Oregon City	OR	97045	930900119	501(C)(3)	$15,000	Database Improvements for Increased Community Benefit
Connect the Dots Clatsop County
PO Box 2426	Gearheart	OR	97138	461906387	501(c)(3)	$52,000	Clatsop County School Dstricts Trauma Informed Care Professional learning Coll & to train multiple organizations in the Sanctuary Model
Multnomah County Health Dept
421 SW Oak Street 201	Portland	OR	97204	936002309	Multnomah CTY	$105,750	Primary Care Investment Fund	STE 210
Dental 3
7420 Sw Hunziker Suite F	Portland	OR	97223	472609004	501(c)(3)	$45,905	Total Faith Community Nursing
Ecumenical Ministries Of Oregon
0245 SW Bancroft	Portland	OR	97201	930625359	501(c)(3)	$11,500	Metro Homeshare
Family Nurturing Center
212 N Oakdale Ave	Medford	OR	97501	161726574	501(C)(3)	$80,000	Comprehensive Family Support Program
Friends of the Children
44 NE Morris St	Portland	OR	97212	931098105	501(c)(3)	$8,000	To improve long term outcomes for children in foster care
Friendly House
2617 NW Savier St	Portland	OR	97210	930524232	501(c)(3)	$30,000	Connect people through quality education, recreational & other services
Pear
338 NW 6th Ave	Portland	OR	97209	931327944	501(c)(3)	$10,000	The Vibrancy and Effectiveness of our Safe Sapce Coordinator
KOBI TV
125 S Fir St	Medford	OR	97501	930879130		$20,000	Oregon Pain Guidance
La Clinica Del Velle Family Health Care Center Inc
3617 S Pacific Highway	Medford	OR	97501	943096772	501(c)(3)	$412,500	Loan forgiveness - Prmary Care Investment Fund Program
Legacy Health Foundation
1919 NW Lovejoy St	Portland	OR	97209	465562403	501(c)(3)	$2,001,500	Unity Center for Behavioral Health
Rogue Retreat
529 N Riverside Ave	Medford	OR	97501	931261999	501(c)(3)	$20,000	Hope Village Start Up Costs
Lutheran Community Services Northwest
605 SE 39th Ave	Portland	OR	97214	930386860	501(c)(3)	$68,000	Partnering with individuals, families, and communities for health, justice, hope
MacDonald Center
121 NW 6th Ave	Portland	OR	97209	931060938	501(c)(3)	$20,000	Support Services Coordinator
Meals on Wheels People Inc
710 SW 31st Ave	Portland	OR	97219	930584318	501(c)(3)	$15,000	Nutritional Services for Enhanced Wellenss
Metropolitan Family Service
1808 SE Belmont St	Portland	OR	97214	930397825	501(c)(3)	$20,000	School Readiness is Life Readiness, Ready, Set, Go
Momentum Alliance
1631 NE Broadway St 453 Portland	Portland	OR	97232	454176224	501(c)(3)	$16,500	Direct Assistance and Food Nutrition July 2016 - July 2017
Northwest Family Services
6200 SE King Rd	Portland	OR	97222	930841022	501(c)(3)	$26,500	Drug and Alcohol Prevention Program
Northwest Regional Education Service District
5825 NE Ray Circle	Hillsboro	OR	97124	936000311	501(c)(3)	$58,292	Columbia County ACEs & TIC Learning Collaborative
Oregon Foundation For Reproductive Health
PO Box 40472	Portland	OR	97240	930803636	501(c)(3)	$12,000	Opprtunities for culturally reroductive health care for African American & to support trauma informed care trainings
Oregon Latino Health Coalition
240 N Broadway Ste 215	Portland	OR	97227	261530127	501(c)(3)	$21,250	Cover all kids work with Oregon Latino Health Coalition 2016
Oregon School Based Health Alliance
310 SW 4th Ave Ste 905	Portland	OR	97204	364588657	501(c)(3)	$11,500	OSBHA Wellness System Partner
Out Growing Hunger
235 NE 56th Ave	Portland	OR	97213	452380984	501(c)(3)	$23,425	Refugee Mental & Physical Well-Being Garden Partnership
Pathfinders of Oregon
2501 SW 1st Ave Ste 300	Portland	OR	97201	931137236	501(c)(3)	$50,000	Development Investment focused on responding to ACEs experienced by children
Portland Homeless Family Solutions
1221 SW Yamhill Ste 210	Portland	OR	97205	263967833	501(c)(3)	$50,000	Breaking the cycle of poverty
Rogue Valley Family YMCA
522 W 6th St	Medford	OR	97501	930391645	501(c)(3)	$30,000	Improve Community Health through YMCA Nutrition Initiatives
Rose Community Develop Corp
5215 SE Duke St	Portland	OR	97206	943144895	501(c)(3)	$55,000	New Baby Booster Program
Rose Haven CIC
PO Box 10405	Portland	OR	97296	205922682	501(c)(3)	$21,500	Rose Haven Advocacy Program
Southwest Community Health Center
7754 SW Capitol Hwy	Portland	OR	97219	743050497	501(C)(3)	$10,000	Grant approval to implement electronic medical records
St Andrew Nativity School
806 NE Alberta St	Portland	OR	97211	931291049	501(c)(3)	$10,000	Digital Multi Media Health Curriculum in the classroom
St Charles Borromeo Church
5310 NE 42nd Ave	Portland	OR	97218	930391615	501(c)(3)	$50,000	2016 Housing Shared Learning Cohort
Street Roots
211 NW Davis	Portland	OR	97209	931271399	501(c)(3)	$21,000	Vendor Support and East County Expansion Project
The Lund Report
PO Box 82841	Portland	OR	97282	263019179	501(c)(3)	$26,500	Grant for Oregon Health Forum
The Public Health Foundation of Columbia Co
PO Box 995	St Helens	OR	97051	810622430	501(c)(3)	$170,181	Primary Care Investment Fund
Tillamook School District 9 Foundation
2510 1st St	Tillamook	OR	97141	770592635	501(c)(3)	$9,672	Tillamook ACEs Initiative: Discovery Program Implementation
Transition Projects
665 NW Hoyt St	Portland	OR	97209	930591582	501(c)(3)	$65,000	Health Navigators an initiative of transition projects mentor program
Upstream Public Health
240 N Broadway Ste 215	Portland	OR	97227	421579435	501(c)(3)	$11,500	2016 Garden Summit Feb 4 2016
Virginia Garcia
PO Box 568	Cornelius	OR	97113	930717997	501(c)(3)	$771,450	Primary Care Investment Fund
Winterspring Center Transforming Grief and Loss
PO Box 8169	Medford	OR	97501	930998418	501(c)(3)	$10,000	Young Adult Loss and Grief Support
Workforce Investment Council of Clackamas County
365 Warner Milne Rd Ste 202 Oregon	Oregon City	OR	97045	931246270	501(c)(3)	$94,000	Develop a highly skilled workforce that creates sustained economic prosperity
Clatsop Community Action
364 9th St	Astoria	OR	97103	931010260	501(c)(3)	$15,000	Support distribution of food to low income residents
Food Roots
PO Box 1275	Tillamook	OR	97141	205371832	501(c)(3)	$7,500	Increase access to local food for low income community members
Tillamook County
201 Laurel Avenue	Tillamook	OR	97141	936002312	Tillamook Cty	$7,500	Increase access to local food for low income community members
Tillamook Women's Resource Center
1902 2nd St	Tillamook	OR	97141	930823216	501(c)(3)	$7,500	To educate and train health care providers to effectively screen Intimate partner violences
Warrenton Hammond Healthy Kids Inc
PO Box 2426	Gearheart	OR	97138	451544606	501(c)(3)	$15,000	To reduce the percentage of teenagers who drink alcohol.
Butte Falls Community School Partnership
PO Box 358	Butte Falls	OR	97522	202883764	501(c)(3)	$35,941	Child and Youth Program - CHIP Grant
Community Works
201 W Main St Ste 3D	Medford	OR	97501	930633804	501(c)(3)	$35,000	Transitional Housing for Parenting youth in recovery CHIP Grant
Rogue Valley Farm to School
PO Box 898	Ashland	OR	97520	931322736	501(c)(3)	$49,270	Digging Deeper - CHIP Grant
Jefferson Regional Health Alliance
670 Superior Court Ste 208 Medford	Medford	OR	97504	593813059	501(c)(3)	$12,050	2016 Membership Contribution
Kids Unlimited of Oregon
821 N Riverside	Medford	OR	97501	931329922	501(c)(3)	$27,142	Out of School Time youth programs
Living Opportunities
121 N Central Ave	Medford	OR	97501	930640525	501(c)(3)	$10,000	Community Health Improvement Plan LOA
Maslow Project
500 Monroe Street	Medford	OR	97501	270734969	501(c)(3)	$35,000	Hispanic Latino Homess Youth & Family Services Program
Oregon Health Authority
500 Summer St NE	Salem	OR	97301	936001752	State	$16,000	OHA Americorps VISTA Partnership Project
Pathway Enterprises
1600 Sky Park Dr Ste 101	Medford	OR	97504	930891433	501(c)(3)	$15,000	Concord Community Education Center CHIP Grant
Phoenix-Talent School District #4
PO Box 698	Phoenix	OR	97535	936000506	Jackson Cty	$46,860	Healthy Connections - CHIP Grant
Southern Oregon Child and Family Council
PO Box 3697	Central Point	OR	97502	930564896	501(c)(3)	$7,500	Support for Family connections parenting classes
The Arc Jackson County
121 N Central Ave	Medford	OR	97501	237071985	501(c)(3)	$20,000	Community Health Improvement Plan LOA
Una Voz Latino Leadership and Advocacy
2262 springbrook Rd	Mefford	OR	97504	264772932	501(c)(3)	$30,000	Life Art Mentor Program - CHIP Grant
United Way of Jackson County Inc
1457 E McAndrews Rd C	Medford	OR	97504	930576632	501(c)(3)	$42,858	The Big Idea - CHIP Grant

Field	Value	IRS element (for citing)
Total501c3 Org	72	Total501c3OrgCnt
Total Other Org	1	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 (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	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	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
Patrick J Curran
INTEGRATION & BUS DEV OFFICER	$115,144	$71,645	$123,348	$23,850	$5,970	$339,957
Scott W Clement
Interim CEO, Integration-BDO	$257,672	$34,090	$7,497	$23,320	$20,060	$342,639
Katherine A Ellis
COO, Board Secretary	$251,705	$37,499	$280	$23,496	$11,269	$324,249
Teresa K Learn
CFO, Board Treasurer	$244,837	$37,335		$23,377	$11,304	$316,853
Amit R Shah
CHIEF MEDICAL OFFICER	$289,992	$20,748	$550	$23,269	$3,885	$338,444
Douglas R Luther
Sr Med Director - operations	$276,469	$21,153	$985	$23,583	$5,216	$327,406
William J Kennedy
Medical Director	$240,831	$19,152	$6,532	$23,539	$26,142	$316,196
Eric C Hunter
CEO, President & Board of Dire	$249,915			$10,000	$6,324	$266,239
Carl D Stevens
Medical Director	$243,794	$50	$600	$16,335	$19,783	$280,562
Safina Koreishi
Medical Director	$227,473	$6,990	$915	$18,110	$8,277	$261,765

Field	Value	IRS element (for citing)
Supplemental Information Detail		SupplementalInformationDetail
Supplemental Information Detail		SupplementalInformationDetail
Supplemental Information Detail		SupplementalInformationDetail
Supplemental Information Detail		SupplementalInformationDetail
Supplemental Information Detail		SupplementalInformationDetail

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	DYLAN DOW	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SPOUSE OF BOARD	RelationshipDescriptionTxt
Transaction	$89,555	TransactionAmt
Transaction	REFER TO PART V	TransactionDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Business Transactions Involving Interested Persons	FormAndLineReferenceDesc
Explanation	DYLAN DOW, HUSBAND OF CAREOREGON BOARD MEMBER HYOSUK RHEE, IS AN EMPLOYEE OF CAREOREGON. HE RECEIVED $89,555 IN COMPENSATION AND BENEFITS AS AN EMPLOYEE. CAREOREGON CONSIDERED ALTERNATIVES TO THESE TRANSACTIONS AND HYOSUK RHEE DID NOT VOTE ON THE APPROVAL OF THESE TRANSACTIONS. THE TRANSACTION AMOUNTS PAID WERE NEGOTIATED AT ARMS LENGTH.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SUPPLEMENTAL INFORMATION TO 2016 FORM 990 FOR CAREOREGON, INC.	PART III, LINE 1 TAX-EXEMPT PURPOSE AND MISSION OF CAREOREGON CareOregon is a nonprofit health plan organized and operated exclusively for charitable and educational purposes. It 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. We cultivate individual well-being and community health, regardless of income or social circumstances, with a focus not just on health care, but on total health through shared learning and innovation. Teaming with our contracted health providers, our plan members, their families and communities, CareOregon helps individuals live better lives, prevent illness and respond quickly and effectively to health challenges. We provide managed care services to approximately 190,000 Oregon Health Plan (Medicaid) members through our partnerships with four coordinated care organizations and to approximately 13,000 Medicare members. Our members are located in the Portland metropolitan area, northern Willamette Valley, Southern Oregon and the northern Oregon coastal counties. -Two of our CCOs are Limited Liability Corporations (LLCs) owned by CareOregon: Jackson Care Connect CCO, LLC in Jackson County; and Columbia Pacific CCO, LLC in Columbia, Tillamook and Clatsop counties. -Health Share of Oregon is made up of four health plans (Kaiser, Providence, Tuality and CareOregon), three county mental health departments, and nine dental care organizations. CareOregon provides the majority of physical health managed care services and a portion of the dental health managed care services for Health Share. This partnership serves Oregon Health Plan members in Multnomah, Clackamas and Washington counties. -Yamhill Community Care Organization in Yamhill County is a separate CCO that engages CareOregon for the majority of its administrative services. -CareOregon Dental, a line of business of CareOregon, provides dental services to members of both Health Share and Family Care CCOs in the Portland metro region. -The Way to Wellville is a five-year project supported by CareOregon and Columbia Pacific CCO in Clatsop County. As one of five Way to Wellville projects currently underway in the U.S., it helps promote health improvement in the communities taking part. Schools, parks and recreation, civic groups, police and fire departments, health plans, hospitals, providers and private citizens collaborate on programs that improve wellness.
PART III, LINE 2 NEW PROGRAM SERVICES	In 2016, CareOregon began offering a number of programs and services. -In 2015 CareOregon piloted a program called LiveWell, which uses Lean techniques and coaches a unique bottom up, top-enabled empowerment approach to teamwork, communication and leadership to help eliminate interruptions and other inefficiencies, delegate routine functions and streamline workflows in long term homes and facilities. The results are improvements to quality of care, resident well-being, staff well-being and retention and regulatory compliance and reduced cost of care. CareOregon received a grant from the state of Oregon to fully develop and expand the program for additional facilities, which the LiveWell team did for 20 communities in 2016. 20 more facilities were added in 2017. -MEDS Ed is a series of free workshops training nurses and other front-line medical personnel techniques to better manage the care, specifically the pharmaceutical portion of treatment, for patients with particular conditions, such as diabetes, congestive heart failure, COPD, etc. -Housing with Services is a multi-organization collaborative that provides social and health care services and assistance in 11 low-income housing locations. CareOregon collaborates in this effort with Cedars Sinai, Home Forward, REACH, Harsch Investment Properties, Cascadia Behavioral Health, Lifeworks and the Asian Health Center. -Housing is Health. CareOregon donated $3.3 million and joined with five other health organizations to fund 382 new housing units in response to Portlands homeless crisis. The new units will serve the extremely poor and medically fragile, those suffering with mental illness and substance use disorders and those displaced by gentrification. -Food Rx continues outreach projects for those suffering with malnourishment and nutritional issues. Our nutritional solutions include the Wound Care program to prescribe high protein whole food for people whose food insecurity has inhibited healing of wounds.
PART III, LINE 4 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	A. OREGON HEALTH PLAN (MEDICAID) PROGRAM Through the CCOs, CareOregon provides health care services to over 190,000 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. B. MEDICARE PLAN On behalf of Health Plan of CareOregon, parent CareOregon administers CareOregon Advantage Plus Medicare Special Needs Plan (SNP). SNP 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 means of receiving and delivering quality care. We also administer CareOregon Advantage Star, a low cost Medicare Advantage Plan. Our Medicare plans served approximately 13,000 members in 2016. C. CHARITABLE CONTRIBUTIONS With CareOregons goal of continuously investing in the communities we serve, we contributed more than $6.9 million in 2016 to other nonprofit charitable organizations that strive to improve health care in Oregon and to improve health care status of vulnerable and underserved populations. D. OTHER PROGRAM SERVICES The CCOs we support provide access for approximately 190,000 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. CCOs are responsible for: -Integrating physical, mental, dental health and addiction treatment to ensure better care for the whole person. -Maintaining a Community Care Advisory Council, made up of at least 50 percent members, 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 community 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. CareOregons partner CCOs have consistently been among the top performing CCOs for Quality Pool metrics, which include screenings, health outcomes and pay for performance. All CareOregon-affiliated CCOs earned 80-100 percent of the Oregon Health Authority payout for 2016. In 2016, we continued to provide community outreach, support and care coordination services to high-risk members in Multnomah, Washington and Clackamas counties, initially launched under a center for Medicare and Medicaid innovations (CMMI) grant that ended in 2015. In 2016, we continued many of the CMMI programs, including the health resilience program, aimed at developing integrated models of care to improve health outcomes and reduce costs for the adult Medicaid population. We encourage clinics to provide the best primary care possible through our various improvement and incentive-payment programs to build systems and processes for proactive panel management, team-based care, nurse-led case management, patient empowerment for self-management, integration of physical and mental health care, immunization and disease-specific patient registries, and same-day and extended-hour member access to the care team. All of these improvements have the goal of cost-effective, continuous, and coordinated care. Our model is one of learning for the member; acting for the population. Our Personalized Health Programs focus resources on individual needs and well-being. We supports members who are at high risk and with complex health conditions by providing coordinated care that takes into consideration past traumas. We focus on each persons psychosocial and care management needs and help members transition from hospital to home. We provide home-based care services, medication management, and develop specialty primary care teams to address needs. -Health Resilience - A team of social workers experienced with mental health and substance abuse develops partnerships based on mutual trust with our members who face the greatest illness challenges. They address their living conditions, as well as health conditions, to help them 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. -Spotlight - Outreach with community support to the 10 percent of Medicare members who have the greatest care utilization. -Adverse Childhood Experiences Training and Service ("ACES") - 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 patients history, and adjust their treatment to support the individuals coping capacity.
PART IV, LINE 12/12A CONSOLIDATED FINANCIAL STATEMENTS	For the year ended December 31, 2016, an audit was performed on the consolidated entity which includes CareOregon, Health Plan of CareOregon, Care Access, Columbia Pacific CCO, and Jackson Care Connect.
PART VI, LINE 11A FORM 990 TO GOVERNING BODY	CareOregons Form 990 is reviewed by the CFO, Finance Committee and approved by the board of directors before it is filed. The Form 990 is reviewed and discussed at the Finance Committee meeting prior to filing. All reviewers are given time to respond with any revisions. After incorporation of all revisions, the Form 990 is redistributed to the reviewers prior to filing.
PART VI, LINE 12C ENFORCEMENT OF CONFLICT OF INTEREST POLICY	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 periodically 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. 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 CareOregons 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 persons 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 CareOregons best interest, for CareOregons 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.
PART VI, LINE 15A AND 15B PROCESS OF DETERMINING COMPENSATION	Market data on the total compensation package for executive positions (CEO, COO, CFO, CMO, and CNO) 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 consultants 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 30, 2016 for the CEO, and the CEOs recommendations for other officers. There is contemporaneous documentation of this process and the results.
PART VI, LINE 18 AND 19 PUBLIC INSPECTION	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.
PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES	Partnership income from K-1 reported for tax, not included in books:$18,617

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 Suite 900	Portland	OR	97204	455532847	MEDICAID	OR	$153,662,927	$27,299,141	CareOregon
Jackson County CCO LLC
315 SW Fifth Avenue Suite 900	Portland	OR	97204	455499608	MEDICAID	OR	$157,387,348	$40,971,950	CareOregon
Care Access LLC
315 SW Fifth Avenue Suite 900	Portland	OR	97204	270630449	Medical Bldg	OR	$118,170	$3,775,940	CareOregon

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Health Plan of CareOregon Inc	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	315 SW Fifth Avenue Suite 900	AddressLine1Txt
City	Portland	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97204	ZIPCd

Field	Value	IRS element (for citing)
EIN	463264330	EIN
Primary Activities	Medicare	PrimaryActivitiesTxt
Legal Domicile State	OR	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Entity Type	C Corp	EntityTypeTxt
Share Of Total Income	-$12,626,389	ShareOfTotalIncomeAmt
Share Of EOY Assets	$60,509,827	ShareOfEOYAssetsAmt
Ownership	1.00000	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

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

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Health Plan of CareOregon
l	$13,171,895	Actual Cost
Health Plan of CareOregon
n	$3,511,197	Actual Cost
Health Plan of CareOregon
q	$1,076,629	Reimbursed