Northwest Health Foundation in Portland, Oregon (OR)

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Northwest Health Foundation
Employer Identification Number (EIN)911854545
Name of OrganizationNorthwest Health Foundation
In Care of NameThomas D Aschenbrener Dir
Address221 Nw 2nd Ave Ste 300, Portland, OR 97209-3961
SubsectionCivic League
Ruling Date02/1999
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$51,708,043
Amount of Income$11,989,597
Form 990 Revenue Amount$3,492,093
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $11,989,597
This organization: 

 $11,989,597
Other organizations performing similar types of work: 

 $105,489

Assets in 2013: $51,708,043
Northwest Health Foundation: 

 $51,708,043
Other organizations performing similar types of work: 

 $325,460

Expenses in 2013: $2,589,017
This organization: 

 $2,589,017
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2013: 4.6
Northwest Health Foundation: 

 4.6
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 85.1%
This organization: 

 85.1%
Other organizations performing similar types of work: 

 81.7%

Grants share in income in 2013: 0.0%
Northwest Health Foundation: 

 0.0%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?YesYes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoYes
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?YesNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoYes
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10967227
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoNo
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return1716
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoYes
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$297,570$269,569
Total reportable compensation from related organizations$287,022$286,298
Total estimated amount of other compensation from the organization and related organizations$73,403$61,935
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization00
Statement of Revenue
201120122013
Total revenue$2,435,175$2,335,214$3,492,093
Contributions, Gifts, Grants and Other Similar Amounts$0$30,000$0
Program Service Revenue$0$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$319,713$363,367$245,902
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$60,074$62,635$46,039
Gross rents (Real / Personal)$617,449 / $0$642,802 / $0$652,771 / $0
Less: rental expenses (Real / Personal)$557,375 / $0$580,167 / $0$606,732 / $0
Rental income or (loss) (Real / Personal)$60,074 / $0$62,635 / $0$46,039 / $0
Net gain/loss from sales of assets other than inventory$2,055,388$1,879,212$3,199,241
Gross amount from sales of assets other than inventory (Securities / Other)$21,380,920 / $0$6,480,670 / $0$11,090,013 / $0
Less: cost or other basis and sales expenses (Securities / Other)$19,325,532 / $0$4,601,458 / $0$7,890,509 / $263
Gain or (loss) (Securities / Other)$2,055,388 / $0$1,879,212 / $0$3,199,504 / $-263
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$0$0$911
900099$0$911
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$3,421,727$3,121,021$2,589,017
Grants and other assistance to domestic organizations and domestic governments$1,713,916$1,258,881
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$352,767$341,300$297,687
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$319,529$306,907$226,091
Pension plan accruals and contributions$12,766$22,892
Other employee benefits$47,141$23,809
Payroll taxes$44,925$46,962$37,031
Fees for services (non-employees)
Management$45,647$115,044
Legal$4,725$258
Accounting$35,751$32,430
Lobbying$83,600$50,400
Professional fundraising services$0$0$0
Investment management fees$66,349$113,368
Other$5,883$5,000
Advertising and promotion$0$345
Office expenses$14,664$14,451
Information technology$21,530$23,598
Royalties$0$0
Occupancy$81,843$85,713
Travel$60,864$32,555
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$31,620$24,503
Interest$45,385$38,402
Payments to affiliates$0$0
Depreciation, depletion, and amortization$21,017$21,585
Insurance$9,315$9,923
Other expenses$123,836$103,343
Other expenses$0$27,514
Other expenses$0$16,881
Other expenses$0$1,483
Other expenses$0$5,830
Balance Sheet
201120122013
Total assets$50,599,877$50,520,709$51,708,043
Cash - non-interest-bearing$150$150
Savings and temporary cash investments$1,633,361$2,116,207
Pledges and grants receivable, net$0$0
Accounts receivable, net$0$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$15,793$14,303
Land, buildings, and equipment: cost or other basis$5,362,367$5,185,523
Investments - publicly traded securities$19,937,936$18,311,138
Investments - other securities$22,319,038$22,654,699
Investments - program-related$0$0
Intangible assets$0$0
Other assets$1,252,064$3,426,023
Total liabilities$4,688,389$3,912,229$1,912,197
Accounts payable and accrued expenses$214,199$197,497
Grants payable$698,030$214,700
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$3,000,000$1,500,000
Total net assets or fund balances$45,911,488$46,608,480$49,795,846
Unrestricted net assets$46,608,480$49,795,846
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$10,633,835$791,670$-2,627,548$-1,106,715$2,006,470$3,613,940$5,565,719$4,981,739
Contributions, gifts, grants, and similar amounts received$0$50,000$0$0$0$0$0$0
Contributions to donor advised funds$0$0
Direct public support$0$0$0$0$0$0$0$0
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$50,000$0$0$0$0$0$0
Program service revenue including government fees and contracts$0$5,213$5,472$2,036$14,771$24,550$0$0
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$0$0$0$0$0
Dividends and interest from securities$2,040,120$771,296$404,196$397,610$550,259$608,688$591,236$696,060
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$8,593,715$-34,839$-3,037,216$-1,514,129$1,441,440$2,980,702$4,974,483$4,283,731
Gross amount from sales of assets other than inventory$104,310,168$32,475,689$22,492,595$22,820,861$19,352,938$21,034,911$7,314,931$7,370,442
Less: cost or other basis and sales expenses$95,716,453$32,510,528$25,529,811$24,334,990$17,911,498$18,054,209$2,340,448$3,086,711
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$0$0$0$7,768$0$0$0$1,948
Total expenses$4,234,120$4,791,096$4,421,825$3,701,880$4,436,347$3,370,286$3,770,377$4,317,834
Program services$3,701,990$4,223,172$3,860,454$3,069,108$3,793,073$2,847,009$3,242,639$3,675,648
Management and general$532,130$567,924$561,371$632,772$643,274$523,277$527,738$642,186
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$72,394,510$63,895,550$48,196,203$56,720,930$58,482,042$59,572,739$65,112,210$67,178,947
Excess or (deficit) for the year$6,399,715$-3,999,426$-7,049,373$-4,808,595$-2,429,877$243,654$1,795,342$663,905
Net assets or fund balances at beginning of year$73,754,990$72,394,510$63,895,550$48,196,203$56,720,930$58,482,042$59,572,739$65,112,210
Other changes in net assets or fund balances$-7,760,195$-4,499,534$-8,649,974$13,333,322$4,190,989$847,043$3,744,129$1,402,832
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$4,317,834$3,675,648$642,186$0
Grants paid from donor advised funds$0
Other grants and allocations$2,749,840
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$430,376$104,703$325,673$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$343,951$316,539$27,412$0
Pension plan contributions not included above$36,140$34,235$1,905$0
Employee benefits not included above$34,643$28,152$6,491$0
Payroll taxes$44,455$30,317$14,138$0
Professional fundraising fees$0$0$0$0
Accounting fees$19,801$10,359$9,442$0
Legal fees$2,634$0$2,634$0
Supplies$13,175$9,504$3,671$0
Telephone$4,959$3,230$1,729$0
Postage and shipping$5,064$2,074$2,990$0
Occupancy$88,435$66,435$22,000$0
Equipment rental and maintenance$31,689$25,973$5,716$0
Printing and publications$15,303$13,596$1,707$0
Travel$55,042$31,232$23,810$0
Conferences, conventions, and meetings$51,840$19,051$32,789$0
Interest$0$0$0$0
Depreciation, depletion, etc.$22,537$16,504$6,033$0
Other expenses not covered above$367,950$213,904$154,046$0
Balance Sheets
20002001200220032004200520062007
Total assets$74,274,632$65,549,999$49,906,021$58,498,350$61,286,389$61,388,895$67,716,390$69,708,222
Cash - non-interest-bearing$0$0$0$0$0$0$7,905$4,164
Savings and temporary cash investments$1,370,978$3,155,632$344,077$800,965$1,700,386$1,064,949$524,336$204,554
Accounts receivable less allowance for doubtful accounts$175,667$115,079$36,718$28,187$0$0$0$25,905
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$15,396$12,038$21,643$14,189$16,169$18,209$49,488$16,550
Investments - publicly-traded securities$43,452,844$41,068,193
Investments - other securities$72,549,789$62,115,712$49,386,902$57,565,498$41,199,364$36,814,380$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$704,362$1,004,399
Investments - other$0$0$0$0$18,306,425$23,285,143$22,831,430$27,013,061
Land, buildings, and equipment less accumulated depreciation$162,802$151,538$116,681$89,511$64,045$61,106$55,946$255,942
Other assets, including program-related investments$0$0$0$0$0$145,108$90,079$115,454
Total liabilities$1,880,122$1,654,449$1,709,818$1,777,420$2,804,347$1,816,156$2,604,180$2,529,275
Accounts payable and accrued expenses$107,593$101,980$88,377$164,747$238,748$251,608$862,380$490,950
Grants payable$1,772,529$1,512,254$1,410,580$1,400,719$2,472,122$1,564,548$1,741,800$2,038,325
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$73,184$0$0$0
Other liabilities$0$40,215$210,861$211,954$20,293$0$0$0
Total liabilities and net assets/fund balances$74,274,632$65,549,999$49,906,021$58,498,350$61,286,389$61,388,895$67,716,390$69,708,222
Total net assets or fund balances$72,394,510$63,895,550$48,196,203$56,720,930$58,482,042$59,572,739$65,112,210$67,178,947
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$10,633,835$791,670$-2,627,548$-1,106,715$2,006,470$3,613,940$5,565,719$4,981,739
Total revenue, gains, and other support per audited financial statements$2,670,716$-3,975,200$-11,526,444$12,159,156$33,972,661$6,083,854$13,289,398$14,624,562
Other expenses$-7,760,195$-4,499,534$-8,649,974$13,516,351$32,213,067$2,678,852$7,921,778$9,829,967
Net unrealized gains on investments$-7,760,195$-4,499,534$-8,649,974$13,333,322$4,190,989$847,043$3,744,129$1,402,832
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$183,029$28,022,078$1,831,809$4,177,649$8,427,135
Other revenue$202,924$267,336$248,922$250,480$246,876$208,938$198,099$187,144
Investment expenses$0$0$0$0$0$184,388$198,099$185,196
Other$202,924$267,336$248,922$250,480$246,876$24,550$0$1,948
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$4,234,120$4,791,096$4,421,825$3,701,880$4,436,347$3,370,286$3,770,377$4,317,834
Total expenses and losses per audited financial statements$4,031,193$4,523,760$4,172,903$3,451,400$4,194,471$7,084,805$7,694,716$11,715,877
Other revenue$0$0$0$0$5,000$3,923,457$4,122,438$7,583,239
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$5,000$3,923,457$4,122,438$7,583,239
Other expenses$202,927$267,336$248,922$250,480$246,876$208,938$198,099$185,196
Investment expenses$0$0$0$0$0$184,388$198,099$185,196
Other$202,927$267,336$248,922$250,480$246,876$24,550$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$130,195$52,276$0
40$91,521$37,684$0
5$25,000$0$0
3$12,200$0$0
5$13,000$0$0
2$7,200$0$0
1$1,800$0$0
1$5,200$0$0
2$1,600$0$0
1$4,000$0$0
1$4,300$0$0
1$5,000$0$0
1$4,100$0$0
1$11,100$0$0
1$5,000$0$0
3$9,900$0$0
1$4,600$0$0
1$4,700$0$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings15
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?No
Did the organization make only in-house lobbying expenditures of $2,000 or less?Yes
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?No
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?Yes
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200612
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$24,374$4,957,365$0
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securitiesSecurities, commodity contracts, and other financial investments and related activities$24,374Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$671,686$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$4,283,731$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$1,948$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
999999999100%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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2Osteopathic Heritage Foundation1500 Lake Shore Dr Ste 230, Columbus, OH 43204-3800OH2004-03$111,969,744
3United Israel Appeal Of Canada IncToronto On M2r 3v3, Canadainternational2001-05$64,240,342
4Jeremy And Hannelore Grantham Environmental Trust40 Rowes Wharf, Boston, MA 02110-3340MA2007-01$49,614,636
5United Methodist Retirement Homes Incorporated2600 Croasdaile Farm Pkwy Ste A-500, Durham, NC 27705-1331NC2011-08$46,081,175
6Williamsburg Community Health Foundation Inc5308 Discovery Park Blvd, Williamsburg, VA 23188-2880VA1997-02$39,195,559
7Charles A Cannon Charitable Trust No One1525 W W T Harris Blvd, Charlotte, NC 28262-8522NC1981-09$34,683,318
8Uga Real Estate Foundation Inc1280 S Lumpkin St, Athens, GA 30602-1574GA1999-12$32,620,761
9Northwest Health Foundation221 Nw 2nd Ave Ste 300, Portland, OR 97209-3961OR1999-02$11,989,597
10Benson Family FoundationPO BOX 3168, Portland, OR 97208-3168OR2003-11$2,766,473
11Lemelson Foundation45 Sw Ankeny St Ste 200, Portland, OR 97204-3500OR1998-06$46,457,088
12Intel Foundation5200 Ne Elam Young Pkwy Ag1-120, Hillsboro, OR 97124-6463OR1989-07$28,089,115
13Ann And Bill Swindells Charitable Trust, Swindells Bill Ttee1221 Sw Yamhill St Ste 100, Portland, OR 97205-2108OR1999-09$26,651,856
14Ralph Hull FoundationPO BOX 1084, Corvallis, OR 97339-1084OR2000-06$6,599,680
15Glory FoundationPO BOX 230939, Tigard, OR 97281-0939OR2004-12$6,433,779
16Clemens FoundationPO BOX 24, Alsea, OR 97324-0024OR1961-03$6,272,967
17Ausplund Tooze Family Foundation5454 Sw Burton Dr, Portland, OR 97221-2522OR1999-08$4,411,977
18Lawrence E Tokarski Charitable Tr, George M Jennings TteePO BOX 749, Salem, OR 97308-0749OR2008-01$4,000,111
19Chambers Family Foundation800 Willamette St Ste 750, Eugene, OR 97401-2904OR1999-05$3,788,143
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Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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