UFCW LOCAL 555 EMPLOYERS HEALTH TRUST
2024 · Form 990 · revenue $127.6M · expenses $173.0M · assets $145.8M
- EIN
- 23-7017278
- Address
- 12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062-7919
- NTEE code
- -
- Subsection
- 501(c)(9)
- Ruling year
- 1969
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SEE SCHEDULE O
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
No one listed on these returns was paid.
Unpaid officers and directors · 38 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Brent Bohn | trustee | 2010-2024 | 20 |
| Scott Powers | Secretary | 2009-2024 | 8 |
| Dan Clay | Chairman | 2009-2024 | 3 |
| Mike Marshall | TRUSTEE | 2011-2024 | 1 |
| Sandy Humphrey | TRUSTEE | 2020-2024 | 1 |
| Kyle Brittingham | TRUSTEE | 2019-2024 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 2019-2024 | 1 |
| Susan Korenkov | Trustee | 2022-2024 | 1 |
| Jerad Coine | Alternate Trustee | 2022-2024 | 1 |
| Shaylon Lovell | Alternate Trustee | 2022-2024 | 2 |
| Ashley Cooke | Alternate Trustee | 2024 | 1 |
| Miles Eshaia | Trutee | 2024 | 1 |
| Sarah Martinez Garcia | Alternate Trustee | 2024 | 1 |
| Sean Hammond (former) | TRUSTEE | 2014-2023 | 10 |
| Esai Alday (former) | ALTERNATE TRUSTEE | 2019-2023 | 1 |
| Aly Gideon (former) | Alternate Trustee | 2022-2023 | 1 |
| Sharon Carroll (former) | ALTERNATE TRUSTEE (FORMER) | 2019-2022 | 4 |
| Frank Jorgensen (former) | trustee (FORMER) | 2012-2022 | 7 |
| Teresa Pollock (former) | TRUSTEE (FORMER) | 2019-2022 | 1 |
| Jim Sinclair (former) | TRUSTEE (FORMER) | 2020-2022 | 1 |
| Brian Caufield (former) | Alternate Trustee (FORMER) | 2021-2022 | 2 |
| Jeff Anderson (former) | TRUSTEE | 2009-2019 | 2 |
| Kevin Billman (former) | TRUSTEE | 2009-2018 | 2 |
| Jeff Cuellar (former) | Trustee | 2014-2018 | 1 |
| Katie Walter (former) | TRUSTEE | 2016-2018 | 1 |
| Lisa Dupell Loucks (former) | Alternate Trustee | 2016-2018 | 1 |
| Renae Miller (former) | Alternate Trustee | 2017-2018 | 1 |
| Sharon Carrol (former) | ALTERNATE TRUSTEE | 2018 | 1 |
| Cindy Thornton (former) | TRUSTEE | 2009-2016 | 5 |
| Lynda Hart (former) | TRUSTEE | 2014-2016 | 2 |
| Bob Mclauchlin (former) | ALTERNATE TRUSTEE | 2014 | 3 |
| Jennifer Montgomery (former) | TRUSTEE | 2010-2014 | 2 |
| Lisa Dupell (former) | ALTERNATE TRUSTEE | 2014 | 2 |
| Steven Erdmann (former) | TRUSTEE - former | 2009-2012 | 1 |
| Kay Nelson (former) | TRUSTEE | 2009-2012 | 1 |
| ken spray (former) | TRUSTEE | 2009-2010 | 2 |
| David Johns (former) | TRUSTEE | 2009 | 2 |
| jennifer post (former) | TRUSTEE | 2009 | 1 |
People by year
2024 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAN CLAY | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Powers | Secretary | 1 | $0 | $0 | $0 | $0 | 8 |
| Susan Korenkov | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jerad Coine | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Shaylon Lovell | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ashley Cooke | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Miles Eshaia | Trutee | 1 | $0 | $0 | $0 | $0 | 1 |
| Sarah Martinez Garcia | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Scott Powers | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Susan Korenkov | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jerad Coine | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Aly Gideon | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Shaylon Lovell | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 18 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Frank Jorgensen | trustee (FORMER) | 1 | $0 | $0 | $0 | $0 | 7 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| SHARON CARROLL | ALTERNATE TRUSTEE (FORMER) | 1 | $0 | $0 | $0 | $0 | 4 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TERESA POLLOCK | TRUSTEE (FORMER) | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Jim Sinclair | TRUSTEE (FORMER) | 1 | $0 | $0 | $0 | $0 | 1 |
| Brian Caufield | Alternate Trustee (FORMER) | 1 | $0 | $0 | $0 | $0 | 2 |
| SUSAN KORENKOV | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JERAD COINE | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ALY GIDEON | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAYLON LOVELL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 14 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Frank Jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| SHARON CARROLL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TERESA POLLOCK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Sandy Humphrey | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Kyle Brittingham | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Ragini Gupta | Alternate TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Jim Sinclair | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brian Caufield | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| TERESA POLLOCK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDY HUMPHREY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| JIM SINCLAIR | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| KYLE BRITTINGHAM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| ESAI ALDAY | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| RAGINI GUPTA | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON CARROLL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2019 · 12 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SEAN HAMMOND | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 20 |
| FRANK JORGENSEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| KYLE BRITTINGHAM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| ESAI ALDAY | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RAGINI GUPTA | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| TERESA POLLOCK | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON CARROLL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN BILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Jeff Cuellar | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Katie Walter | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Lisa Dupell Loucks | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Renae Miller | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON CARROL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 12 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Sean Hammond | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN BILLMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENT BOHN | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| Jeff Cuellar | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Katie Walter | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Lisa Dupell Loucks | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Renae Miller | Alternate Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| LYNDA HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA dupell LOUCKS | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| sean hammond | alternate trustee | 1 | $0 | $0 | $0 | $0 | 10 |
| JEFF CUELLAR | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Katie Walter | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
2014 · 14 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| BOB MCLAUCHLIN | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
| LYNDA HART | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA DUPELL | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| sean hammond | alternate trustee | 1 | $0 | $0 | $0 | $0 | 10 |
| JEFF CUELLAR | ALTERNATE TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER MONTGOMERY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| scott powers | trustee | 1 | $0 | $0 | $0 | $0 | 8 |
2012 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEVEN ERDMANN | TRUSTEE - former | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Jennifer Montgomery | trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| frank jorgensen | trustee | 1 | $0 | $0 | $0 | $0 | 7 |
2011 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEVEN ERDMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Jennifer Montgomery | trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2010 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEVEN ERDMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KEN SPRAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| Brent Bohn | trustee | 1 | $0 | $0 | $0 | $0 | 20 |
| Jennifer Montgomery | trustee | 1 | $0 | $0 | $0 | $0 | 2 |
2009 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CINDY THORNTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| jennifer post | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVEN ERDMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID JOHNS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SCOTT POWERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| DAN CLAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFF ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| kevin billman | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KAY NELSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KEN SPRAY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $8.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $4,148,351 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,611,442 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $1,035,477 |
| OPTUM RX INC | SCHAUMBURG, IL | PPO PROVIDER | $228,023 |
| Milliman Inc | SEATTLE, WA | Actuary | $219,759 |
2023 · 5 contractors · $7.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,966,940 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,436,082 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $995,424 |
| J Thayer | WILSONVILLE, OR | PRINTING SERVICES | $191,635 |
| OPTUM RX INC | SCHAUMBURG, IL | PPO PROVIDER | $169,171 |
2022 · 5 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,772,594 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,222,188 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $899,632 |
| RAEL LETSON | SEATTLE, WA | ACTUARY | $157,082 |
| ACTIVERADAR | PLEASANTON, CA | CLAIMS ADMINISTRATOR | $143,416 |
2021 · 5 contractors · $6.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,451,340 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,023,738 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $833,891 |
| MAGELLAN RX MANAGEMENT | PHOENIX, AZ | PHARMACY BEN. MGMT | $260,973 |
| ACTIVERADAR | PLEASANTON, CA | CLAIMS ADMINISTRATOR | $160,781 |
2020 · 5 contractors · $6.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,393,342 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,148,073 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $924,448 |
| THE SEGAL COMPANY | SAN FRANCISCO, CA | CONSULTANT | $284,975 |
| ACTIVERADAR SW HOLDINGS INC | GOLD RIVER, CA | CLAIMS ADMINISTRATOR | $171,289 |
2019 · 5 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,475,797 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,124,461 |
| Innovative Care Management Inc | MILWAUKIE, OR | Claims Management | $876,238 |
| Envision Pharmaceutical Services L | TWINSBURG, OH | Pharmacy Provider | $472,947 |
| LOOMIS SAYLES | ORLANDO, CA | INVESTMENT ADVISORY | $213,763 |
2018 · 5 contractors · $7.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $3,499,979 |
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $2,055,374 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $891,147 |
| Envision RX | TWINSBURG, OH | Pharmacy Provider | $399,922 |
| CLEAR HEALTH STRATEGIES LLC | NAPERVILLE, IL | CLAIMS ADMINISTRATOR | $267,752 |
2017 · 5 contractors · $8.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Regence Bluecross Blueshield | PORTLAND, OR | PPO Provider | $4,170,220 |
| Zenith American Solutions | TUALATIN, OR | Contract Admin. | $2,717,155 |
| Innovative Care Management Inc | PORTLAND, OR | Claims Management | $478,888 |
| Envision Pharmaceutical Services L | TWINSBURG, OH | Pharmacy Provider | $467,018 |
| ACTIVERADAR | PLEASANTON, CA | Recordkeeping | $206,041 |
2016 · 5 contractors · $7.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| regence bluecross blueshield | PORTLAND, OR | ppo provider | $4,604,748 |
| ZENITH AMERICAN SOLUTIONS | TUALATIN, OR | CONTRACT ADMIN. | $1,589,622 |
| ENVISION PHARMACEUTICAL SERVICES L | TWINSBURG, OH | PHARMACY PROVIDER | $537,241 |
| LOOMIS SAYLES CO LP | BOSTON, MA | INVESTMENT MGR. | $220,064 |
| jthayer company | LAKE OSWEGO, OR | PRINTING & OFC SUPPL | $162,203 |
2014 · 4 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| regence bluecross blueshield | PORTLAND, OR | ppo provider admin. | $4,925,420 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $1,471,164 |
| ENVISION PHARMACEUTICAL SERVICES L | TWINSBURG, OH | PHARMACY PROVIDER | $626,800 |
| segal company | SAN FRANCISCO, CA | actuary & consulting | $159,656 |
2012 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| regence blue cross blue shield of c | PORTLAND, OR | ppo provider admin. | $2,176,082 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $463,737 |
| express scripts | BLOOMINGTON, MN | claims cost control | $209,987 |
| segal company | SAN FRANCISCO, CA | actuary | $141,738 |
| milliman | SAN FRANCISCO, CA | actuary | $137,712 |
2011 · 1 contractor · $514K
| Name | Location | Service | Paid |
|---|---|---|---|
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $514,450 |
2010 · 3 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD | PORTLAND, OR | PPO PROVIDER ADMIN. | $2,354,864 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $480,582 |
| EXPRESS SCRIPTS | BLOOMINGTON, MN | CLAIMS COST CONTROL | $231,585 |
2009 · 3 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD | PORTLAND, OR | PPO PROVIDER ADMIN. | $2,335,074 |
| ASSOCIATED THIRD PARTY ADMINISTRATO | TUALATIN, OR | CONTRACT ADMIN. | $517,522 |
| EXPRESS SCRIPTS | BLOOMINGTON, MN | CLAIMS COST CONTROL | $248,651 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $127,592,267 | $172,979,743 | $145,833,059 | $94,055,154 | $0 | $126,270,238 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $154,826,095 | $144,691,249 | $175,227,853 | $132,794,537 | $0 | $153,934,686 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $154,860,235 | $152,946,667 | $156,665,753 | $116,658,759 | $0 | $155,134,210 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $139,931,447 | $139,795,441 | $148,467,269 | $111,806,940 | $0 | $138,692,794 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $133,117,759 | $140,692,450 | $151,793,952 | $117,910,717 | $0 | $124,624,469 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $53,026,015 | $133,423,403 | $160,650,818 | $129,170,362 | $0 | $48,680,019 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $154,912,385 | $137,110,589 | $238,470,001 | $204,494,362 | $0 | $154,175,535 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $163,972,564 | $129,692,407 | $209,460,031 | $178,177,527 | $0 | $161,399,344 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $155,888,940 | $119,755,925 | $173,724,680 | $145,690,198 | $0 | $154,178,153 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $141,667,973 | $117,635,570 | $111,239,937 | $85,120,567 | $0 | $141,079,091 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $39,150,898 | $35,335,918 | $69,304,370 | $43,566,438 | $0 | $38,683,279 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $38,847,895 | $36,012,962 | $29,582,281 | $20,768,469 | $0 | $38,345,636 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $40,096,803 | $33,883,399 | $27,210,026 | $17,944,866 | $0 | $39,717,533 | $0 | 0 | 0 |
| 2009 · Form 990 | ||||||||
| $43,592,298 | $32,193,921 | $19,854,935 | $11,569,835 | $0 | $43,305,383 | $0 | 0 | 0 |
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $172,979,743 spent · pay $0 · grants $0 · events $47,821
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $170,033,822 | - | - | - | 98.3% | |
| Fees: management | $1,429,794 | - | - | - | 0.8% | |
| Office expenses | $512,073 | - | - | - | 0.3% | |
| Fees: other services | $398,363 | - | - | - | 0.2% | |
| Fees: investment management | $302,435 | - | - | - | 0.2% | |
| Insurance | $107,308 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $52,251 | - | - | - | 0.0% |
| Fees: accounting | $49,564 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $47,821 | - | - | - | 0.0% | |
| Fees: legal | $46,312 | - | - | - | 0.0% | |
| Total | $172,979,743 | 100% |
2023 · Form 990 · $144,691,249 spent · pay $0 · grants $0 · events $51,082
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $141,653,746 | - | - | - | 97.9% | |
| Fees: management | $1,365,641 | - | - | - | 0.9% | |
| Office expenses | $785,408 | - | - | - | 0.5% | |
| Fees: other services | $330,456 | - | - | - | 0.2% | |
| Fees: investment management | $297,449 | - | - | - | 0.2% | |
| Insurance | $66,656 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $51,082 | - | - | - | 0.0% | |
| Fees: accounting | $49,377 | - | - | - | 0.0% | |
| Fees: legal | $47,064 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $44,370 | - | - | - | 0.0% |
| Total | $144,691,249 | 100% |
2022 · Form 990 · $152,946,667 spent · pay $0 · grants $0 · events $43,438
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $149,860,971 | - | - | - | 98.0% | |
| Fees: management | $1,362,233 | - | - | - | 0.9% | |
| Office expenses | $735,804 | - | - | - | 0.5% | |
| Fees: other services | $408,940 | - | - | - | 0.3% | |
| Fees: investment management | $285,946 | - | - | - | 0.2% | |
| Insurance | $131,672 | - | - | - | 0.1% | |
| Fees: legal | $45,600 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $43,438 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $38,033 | - | - | - | 0.0% |
| Fees: accounting | $34,030 | - | - | - | 0.0% | |
| Total | $152,946,667 | 100% |
2021 · Form 990 · $139,795,441 spent · pay $0 · grants $0 · events $10,904
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $137,134,521 | - | - | - | 98.1% | |
| Fees: management | $1,225,691 | - | - | - | 0.9% | |
| Office expenses | $608,929 | - | - | - | 0.4% | |
| Fees: other services | $340,900 | - | - | - | 0.2% | |
| Fees: investment management | $286,976 | - | - | - | 0.2% | |
| Insurance | $62,566 | - | - | - | 0.0% | |
| Fees: legal | $45,600 | - | - | - | 0.0% | |
| Fees: accounting | $40,390 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $38,964 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $10,904 | - | - | - | 0.0% | |
| Total | $139,795,441 | 100% |
2020 · Form 990 · $140,692,450 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $137,824,449 | - | - | - | 98.0% | |
| Fees: management | $1,243,514 | - | - | - | 0.9% | |
| Office expenses | $685,822 | - | - | - | 0.5% | |
| Fees: other services | $439,814 | - | - | - | 0.3% | |
| Fees: investment management | $310,781 | - | - | - | 0.2% | |
| Insurance | $68,833 | - | - | - | 0.0% | |
| Fees: legal | $45,600 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $37,452 | - | - | - | 0.0% |
| Fees: accounting | $36,185 | - | - | - | 0.0% | |
| Total | $140,692,450 | 100% |
2019 · Form 990 · $133,423,403 spent · pay $0 · grants $0 · events $10,236
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $130,875,498 | - | - | - | 98.1% | |
| Fees: management | $1,231,357 | - | - | - | 0.9% | |
| Fees: investment management | $426,124 | - | - | - | 0.3% | |
| Office expenses | $379,716 | - | - | - | 0.3% | |
| Fees: other services | $298,540 | - | - | - | 0.2% | |
| Insurance | $71,058 | - | - | - | 0.1% | |
| Fees: legal | $47,500 | - | - | - | 0.0% | |
| Fees: accounting | $45,887 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $37,487 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $10,236 | - | - | - | 0.0% | |
| Total | $133,423,403 | 100% |
2018 · Form 990 · $137,110,589 spent · pay $0 · grants $0 · events $30,783
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $134,083,266 | - | - | - | 97.8% | |
| Fees: management | $1,239,271 | - | - | - | 0.9% | |
| Office expenses | $643,711 | - | - | - | 0.5% | |
| Fees: other services | $485,606 | - | - | - | 0.4% | |
| Fees: investment management | $394,192 | - | - | - | 0.3% | |
| Fees: accounting | $80,146 | - | - | - | 0.1% | |
| Insurance | $71,706 | - | - | - | 0.1% | |
| Fees: legal | $43,350 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $38,558 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $30,783 | - | - | - | 0.0% | |
| Total | $137,110,589 | 100% |
2017 · Form 990 · $129,692,407 spent · pay $0 · grants $0 · events $54,995
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $127,122,695 | - | - | - | 98.0% | |
| Fees: management | $1,347,600 | - | - | - | 1.0% | |
| Fees: investment management | $329,616 | - | - | - | 0.3% | |
| Fees: other services | $320,388 | - | - | - | 0.2% | |
| Office expenses | $284,345 | - | - | - | 0.2% | |
| Insurance | $81,556 | - | - | - | 0.1% | |
| Fees: legal | $60,644 | - | - | - | 0.0% | |
| Fees: accounting | $56,171 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $54,995 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $34,397 | - | - | - | 0.0% |
| Total | $129,692,407 | 100% |
2016 · Form 990 · $119,755,925 spent · pay $0 · grants $0 · events $20,421
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,927,826 | - | - | - | 97.6% | |
| Fees: management | $1,193,220 | - | - | - | 1.0% | |
| Other (as described) | TRANSITIONAL REINSURANCE FEES | $422,712 | - | - | - | 0.4% |
| Office expenses | $417,661 | - | - | - | 0.3% | |
| Fees: other services | $281,115 | - | - | - | 0.2% | |
| Fees: investment management | $253,448 | - | - | - | 0.2% | |
| Fees: legal | $83,098 | - | - | - | 0.1% | |
| Insurance | $72,984 | - | - | - | 0.1% | |
| Fees: accounting | $48,659 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $34,781 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $20,421 | - | - | - | 0.0% | |
| Total | $119,755,925 | 100% |
2014 · Form 990 · $117,635,570 spent · pay $0 · grants $0 · events $17,017
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $114,599,722 | - | - | - | 97.4% | |
| Fees: management | $1,043,781 | - | - | - | 0.9% | |
| Other (as described) | TRANSITIONAL REINSURANCE FEES | $980,504 | - | - | - | 0.8% |
| Office expenses | $329,612 | - | - | - | 0.3% | |
| Fees: other services | $275,277 | - | - | - | 0.2% | |
| Fees: accounting | $141,445 | - | - | - | 0.1% | |
| Fees: investment management | $93,207 | - | - | - | 0.1% | |
| Insurance | $55,776 | - | - | - | 0.0% | |
| Fees: legal | $50,870 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $48,359 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $17,017 | - | - | - | 0.0% | |
| Total | $117,635,570 | 100% |
2012 · Form 990 · $35,335,918 spent · pay $0 · grants $0 · events $21,686
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $34,356,322 | - | - | - | 97.2% | |
| Fees: management | $387,116 | - | - | - | 1.1% | |
| Fees: other services | $279,450 | - | - | - | 0.8% | |
| Fees: investment management | $101,814 | - | - | - | 0.3% | |
| Office expenses | $101,176 | - | - | - | 0.3% | |
| Fees: accounting | $42,001 | - | - | - | 0.1% | |
| Insurance | $25,148 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $21,686 | - | - | - | 0.1% | |
| Fees: legal | $21,205 | - | - | - | 0.1% | |
| Total | $35,335,918 | 100% |
2011 · Form 990 · $36,012,962 spent · pay $0 · grants $0 · events $21,541
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,234,653 | - | - | - | 97.8% | |
| Fees: management | $373,097 | - | - | - | 1.0% | |
| Fees: other services | $167,478 | - | - | - | 0.5% | |
| Fees: investment management | $84,818 | - | - | - | 0.2% | |
| Office expenses | $48,889 | - | - | - | 0.1% | |
| Fees: accounting | $35,044 | - | - | - | 0.1% | |
| Fees: legal | $24,000 | - | - | - | 0.1% | |
| Insurance | $23,442 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $21,541 | - | - | - | 0.1% | |
| Total | $36,012,962 | 100% |
2010 · Form 990 · $33,883,399 spent · pay $0 · grants $0 · events $24,241
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,038,692 | - | - | - | 97.5% | |
| Fees: management | $346,118 | - | - | - | 1.0% | |
| Fees: other services | $208,684 | - | - | - | 0.6% | |
| Office expenses | $113,376 | - | - | - | 0.3% | |
| Fees: accounting | $54,807 | - | - | - | 0.2% | |
| Fees: investment management | $41,722 | - | - | - | 0.1% | |
| Insurance | $28,593 | - | - | - | 0.1% | |
| Fees: legal | $27,166 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $24,241 | - | - | - | 0.1% | |
| Total | $33,883,399 | 100% |
2009 · Form 990 · $32,193,921 spent · pay $0 · grants $0 · events $9,891
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,525,763 | - | - | - | 97.9% | |
| Fees: management | $365,413 | - | - | - | 1.1% | |
| Fees: other services | $108,620 | - | - | - | 0.3% | |
| Office expenses | $91,854 | - | - | - | 0.3% | |
| Insurance | $25,003 | - | - | - | 0.1% | |
| Fees: accounting | $24,692 | - | - | - | 0.1% | |
| Fees: investment management | $21,685 | - | - | - | 0.1% | |
| Fees: legal | $21,000 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $9,891 | - | - | - | 0.0% | |
| Total | $32,193,921 | 100% |