2026-04-01T17:18:52-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-07-01 931329158 MOSAIC COMMUNITY HEALTH MOSA 5413833005 600 SW COLUMBIA STREET STE 6210 BEND OR 97702 ROD RAY TREASURER 5413833005 2026-04-01 1 1 WENDY CAMPOS P00448102 5032421447 2026-04-01 2024 2025-03-06 01:10:19Z MEGAN HAASE 600 SW COLUMBIA STREET STE 6210 BEND OR 97702 112339922 0 X HTTPS://WWW.MOSAICCH.ORG X 2002 OR TO PROVIDE TRUSTED QUALITY CARE, WITH COMPASSION AND SUPPORT FOR ALL. 9 9 536 67 0 0 6701466 7036475 62877078 74284524 1000472 2071652 300780 254374 70879796 83647025 0 0 0 0 41270703 47413243 0 0 462762 14296752 15080565 55567455 62493808 15312341 21153217 74339291 96309554 7666787 8186385 66672504 88123169 TO PROVIDE TRUSTED QUALITY CARE, WITH COMPASSION AND SUPPORT FOR ALL. 0 0 49900941 74284524 MOSAIC COMMUNITY HEALTH CONDUCTED OVER 309,000 MEDICAL, BEHAVIORAL, DENTAL, PHARMACY, NUTRITION VISITS, AND 267,369 PHARMACY DISPENSES FOR 31,422 INDIVIDUALS ACROSS 16 CLINIC SITES LAST FISCAL YEAR. 49900941 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 79 0 1 536 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X STEVE STRANG 5413833005 600 SW COLUMBIA STREET STE 6210 BEND OR 97702 MEGAN HAASE CEO 40.00 X 357409 0 29389 REBECCA HICKS PHYSICIAN 40.00 X 290140 0 20909 WILLIAM F GILMORE III PHYSICIAN 40.00 X 248005 0 31068 KATHERINE SNYDER PHYSICIAN 40.00 X 253300 0 18686 STEVE STRANG CFO 40.00 X 235398 0 30332 JEFF BULKLEY PHYSICIAN 40.00 X 232965 0 30668 JOSHUA REIHER PHYSICIAN 40.00 X 232919 0 30534 CARLA STEVENS COO 40.00 X 217053 0 8777 ELAINE KNOBBS-SEASHOLTZ CSO 40.00 X 165634 0 27789 BERNADETTE THOMAS CHO 40.00 X 163545 0 15692 JIM GUYN CHAIR 1.00 X X 0 0 0 NATALIE STEVENS VICE CHAIR 1.00 X X 0 0 0 TODD RILEY TREASURER 1.00 X X 0 0 0 CHANDRA ATWOOD SECRETARY 1.00 X X 0 0 0 JEFF BAKER DIRECTOR (THRU 9/24) 1.00 X 0 0 0 JOHN MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 JIM GEMELAS DIRECTOR 1.00 X 0 0 0 KRISTINA ARNOLD DIRECTOR 1.00 X 0 0 0 MISTILYN GEBOW DIRECTOR 1.00 X 0 0 0 MOISES HERNANDEZ DIRECTOR (THRU 11/24) 1.00 X 0 0 0 NADINE SPARAGO DIRECTOR (THRU 12/24) 1.00 X 0 0 0 ROD RAY DIRECTOR 1.00 X 0 0 0 2396368 0 243844 98 0 1 0 OCHIN PO BOX 5426 PORTLAND OR 97228 SOFTWARE & DATA SERVICES 1452102 HACKER 555 SE MARTIN LUTHER KING JR BLVD S PORTLAND OR 97214 ARCHITECTURAL SERVICES 998002 AFFORDABLE QUALITY MAINTENANCE 204 NE 4TH STREET BEND OR 97701 JANITORIAL SERVICES 536825 SKANSKA 1010 NW FLANDERS STREET STE 500 PORTLAND OR 97209 CONSTRUCTION SERVICES 453628 FASPSYCH LLC 8687 E VIA DE VENTURA STE 310 SCOTTSDALE AZ 85258 MENTAL HEALTH SERVICES 249628 7 6334336 702139 8619 7036475 NET PATIENT SERVICE 621500 56444929 56444929 340B PROGRAM PHARMACY 621500 9893287 9893287 MEDICAL INCENTIVE 621500 7053401 7053401 SERVICE CONTRACT 621500 892907 892907 74284524 2149350 2149350 91907 0 91907 91907 91907 28615199 28692897 -77698 -77698 -77698 MISCELLANEOUS INCOME 621500 162467 162467 162467 83647025 74284524 0 2326026 1355574 1355574 36140365 30645161 5242312 252892 1387213 1143317 233991 9905 5629197 4639486 949517 40194 2900894 2389254 491821 19819 102917 102917 63230 63230 8000 8000 80256 80256 2154022 1486594 578338 89090 395362 318599 47921 28842 3458221 1791486 1657662 9073 1941958 1499578 442380 383398 276552 102092 4754 467763 292858 171577 3328 2123366 1847670 275696 122638 77587 45007 44 SUPPLIES, MEDS, AND VAC 2889026 2838195 50196 635 SMALL EQUIPMENT 347152 287348 59475 329 WELLNESS 220677 87492 133104 81 MISCELLANEOUS 169285 142072 23485 3728 153294 137692 15554 48 62493808 49900941 12130105 462762 7804855 12176551 5700257 5966306 664169 1096873 5109141 4754627 1600650 1623344 679697 915520 36950845 12445471 21361071 24505374 29616422 42983607 1803029 2287352 74339291 96309554 6220819 6376394 1445968 1809991 7666787 8186385 X 65853563 87397241 818941 725928 66672504 88123169 74339291 96309554 21153217 297448 0 X 0 1 X 1 1 1 X 7876861 18264897 8549489 6701466 7036475 48429188 7876861 18264897 8549489 6701466 7036475 48429188 48429188 403278 -42567 200683 1473082 2241257 4275733 141962 167134 64383 200518 162467 736464 53441385 262107757 0.90620 0.94360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 141,962. 2021 AMOUNT: $ 167,134. 2022 AMOUNT: $ 64,383. 2023 AMOUNT: $ 200,518. 2024 AMOUNT: $ 162,467. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 0 1 8000 8000 0 PART II-B, LINE 1: ENGAGED A CONSULTANCY/LOBBYIST EQUITY ACTION PARTNERS TO PERFORM LEGISLATIVE ADVOCACY RELATED TO A FACILITY FUNDING PROPOSAL. 2235716 2235716 21194982 2925102 18269880 2765663 2017264 748399 10754484 7503105 3251379 24505374 LEASE LIABILITIES - FACILITIES 1809991 1809991 X 84231050 297448 366833 664281 83566769 80256 80256 83647025 62780385 366833 366833 62413552 80256 80256 62493808 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). NO PROVISION FOR INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS, AS MANAGEMENT BELIEVES THE ORGANIZATION HAS NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE UNITED STATES FEDERAL JURISDICTION, AS WELL AS THE STATE OF OREGON JURISDICTION. IN THE EVENT PENALTIES AND INTEREST ARE ASSESSED BY INCOME TAXING AUTHORITIES, IT IS THE ORGANIZATION'S POLICY TO INCLUDE THESE IN OPERATING EXPENSES. NO PENALTIES OR INTEREST WERE ASSESSED FOR THE YEAR ENDED JUNE 30, 2025 AND 2024. X X 0 0 0 0 0 0 0 0 0 MEGAN HAASE CEO 357409 0 0 0 0 0 14728 0 14661 0 386798 0 0 0 REBECCA HICKS PHYSICIAN 290140 0 0 0 0 0 11200 0 9709 0 311049 0 0 0 WILLIAM F GILMORE III PHYSICIAN 248005 0 0 0 0 0 10133 0 20935 0 279073 0 0 0 KATHERINE SNYDER PHYSICIAN 253300 0 0 0 0 0 8977 0 9709 0 271986 0 0 0 STEVE STRANG CFO 235398 0 0 0 0 0 9397 0 20935 0 265730 0 0 0 JEFF BULKLEY PHYSICIAN 232965 0 0 0 0 0 9733 0 20935 0 263633 0 0 0 JOSHUA REIHER PHYSICIAN 232919 0 0 0 0 0 9599 0 20935 0 263453 0 0 0 CARLA STEVENS COO 217053 0 0 0 0 0 8757 0 20 0 225830 0 0 0 ELAINE KNOBBS-SEASHOLTZ CSO 165634 0 0 0 0 0 7031 0 20758 0 193423 0 0 0 BERNADETTE THOMAS CHO 163545 0 0 0 0 0 5361 0 10331 0 179237 0 0 0 PART I, LINE 3 ORGANIZATION SALARY SURVEYS ARE COMPLETED ON AN ANNUAL BASIS. THE BOARD REVIEWS THE CEO SALARY SURVEY AND APPROVES THE COMPENSATION. ADDITIONALLY, AN ANNUAL REVIEW OF THE CEO IS COMPLETED BY THE BOARD EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 WILL BE SUBMITTED TO THE BOARD FINANCE COMMITTEE, WHO WILL REVIEW AND RECOMMEND APPROVING IT AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD POLICY DICTATES THAT TRANSACTIONS INVOLVING BOARD MEMBERS WITH CONFLICTS OF INTEREST ARE TO BE FULLY DISCLOSED AND SUBJECT TO BOARD APPROVAL. CONFLICTS OF INTEREST INQUIRIES ARE MADE AT EMPLOYEE ORIENTATION AND REGULARLY EACH YEAR. BOTH MANAGEMENT AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS. EMPLOYEE SUBMISSIONS ARE REVIEWED BY HR. NECESSARY CONFLICTS ARE SUBMITTED TO THE EXECUTIVE LEADERSHIP TEAM FOR REVIEW, WHO WILL BRING IT TO THE BOARD OF DIRECTORS ON A NEEDED BASIS. FORM 990, PART VI, SECTION B, LINE 15 CHIEF EXECUTIVE OFFICER COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. AT MOSAIC, THE HIRING MANGAGER WORKS WITH HR TO SELECT AN APPROPRIATE SALARY WITHIN THE APPROVED SALARY RANGE, BASED ON MARKET STUDIES, THAT MATCHES THE CANDIDATE'S EXPERIENCE AND EDUCATION. THIS PROCESS WAS LAST CONDUCTED IN NOVEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.