Cco Oregon FY2023 filing

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Cco Oregon is a non-profit member association that aims to be shaped by and to serve all stakeholders that touch coordinated care in Oregon. Our purpose is to support the delivery of exceptional care at reduced costs while promoting the health and well-being of oregonians.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
$98K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $16K a year · 7% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$98K
to officers and key staff · 54% of spending
Concern: pay to officers and key staff is 54% of spending; over 30%.
Pt VII · Sec A
12 mo
of spending, in cash
Looks good: 12.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$50K
27% of total assets
Looks good: liabilities are 27% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$239K
-15% vs prior year
Spent
$183K
To programs
68%
Net assets
$136K
By yearFY2020–FY2025
Revenue
$239K
FY2023▼ -15%
Tap a bar for its year
Revenue by fiscal year
FY2020$132K
FY2021$104K
FY2022$281K
FY2023$239K
FY2024$205K
FY2025$195K
Expenses
$183K
FY2023▼ -9%
Tap a bar for its year
Expenses by fiscal year
FY2020$152K
FY2021Not on file
FY2022$200K
FY2023$183K
FY2024$209K
FY2025$231K
Net assets
$136K
FY2023▲ +71%
Tap a bar for its year
Net assets by fiscal year
FY2020$40K
FY2021−$2K
FY2022$79K
FY2023$136K
FY2024$132K
FY2025$96K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2017.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $124K Management & general 21% · $39K Fundraising 11% · $20K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $98K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$98,133Pt VII · Sec A
Board Co-Chair
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Co-Chair
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A
Board Director
$0Pt VII · Sec A

Samantha Shepherd’s $111K as Executive Director is at the 85th percentile of top reported officer pay among 1979 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Samantha Shepherd$110,843$109,475$98,133$94,500$106,875$93,462

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Cco Oregon executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves coordinated healthcare delivery in Oregon to lower costs and boost well-being.

Questions for Cco Oregon

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Your first name shows with your question. Cco Oregon answers here, for everyone.

1 program · $124K · in their own filed words · FY2023
01

Cco Oregon 2023 Program Service Accomplishments

Cco oregon programs include workgroups, special project meetings, and the annual conference and meeting. The current workgroup focus areas are:* behavioral HEALTH.* cco contracts and OPERATIONS.* oral HEALTH.* government AFFAIRS.* PHARMACY.* social determinants of health and health EQUITY.CONTINUED on schedule o.

$124Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$239K
Ln 12
Fees for servicesLn 2g$210K
Gifts and grantsLn 1h$29K
Other incomeLn 4–11$49
Money outPt IX
$183K
Ln 25
Programscol B$124K
Managementcol C$39K
Fundraisingcol D$20K
Owns and owesPt X
$136K
net assets · Ln 32
Cash and savingsLn 1–2$185K
Total assetsLn 16$186K
LiabilitiesLn 26$50K
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$29K
Fees for servicesLn 2g$210K
Investment incomeLn 3$17
Other incomeLn 4–11$49
Total revenueLn 12$239K
Assets in detailPt X, end of year
CashLn 1$185K
Cash and savings togetherLn 1–2$185K
Total assetsLn 16$186K
LiabilitiesLn 26$50K
Net assetsLn 32$136K
OperationsPt I, VI
EmployeesI 51
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$181K$185K
Total assetsLn 16$182K$186K
LiabilitiesLn 26$103K$50K
Net assetsLn 32$79K$136K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$111K$68K$26K$17K
Payroll taxesLn 10$9K$6K$2K$1K
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$12K$10K$2K
Advertising and promotionLn 12$50$50
Office expensesLn 13$6K$3K$3K
OccupancyLn 16$3K$3K
TravelLn 17$306$306
Conferences, conventions and meetingsLn 19$29K$27K$1K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$1K$9K−$10K$2K
Total functional expensesLn 25$183K$124K$39K$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 9, 2026 $195K$231K−$36K$96K 990 PDF
FY2024Filed with the IRS Apr 7, 2025 $205K$209K−$4K$132K 990 PDF
FY2023 ViewingFiled with the IRS Apr 18, 2024 $239K$183K$57K$136K 990 PDF
FY2022Filed with the IRS Apr 25, 2023 $281K$200K$81K$79K 990 PDF
FY2021Filed with the IRS Mar 9, 2022 $104K−$2K 990 PDF
FY2020Filed with the IRS May 18, 2021 $132K$152K−$20K$40K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $239,179 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $37,760$28,750
I-9 Program service revenuePrior year $243,092$210,363
I-10 Investment incomePrior year $107$17
I-11 Other revenuePrior year $38$49
I-12 Total revenuePrior year $280,997$239,179
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $119,354$120,532
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $80,698$62,137
I-18 Total expensesPrior year $200,052$182,669
I-19 Revenue less expensesPrior year $80,945$56,510
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $239,179 across 6 lines filed
VIII-1f All other contributions, gifts and grants$28,750
VIII-1h Total contributions, gifts and grants$28,750
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $210,363$210,363
VIII-3 Investment incomeExcluded from tax $17$17
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $49$49
VIII-12 Total revenueRelated to mission $210,363 · Unrelated business $0 · Excluded from tax $66$239,179
Part IX · Statement of functional expenses $182,669 across 11 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $68,368 · Management $26,495 · Fundraising $16,626$111,489
IX-10 Payroll taxesPrograms $5,818 · Management $1,821 · Fundraising $1,404$9,043
IX-11c Accounting feesManagement $10,092$10,092
IX-11g Other fees for servicesPrograms $10,293 · Management $1,671$11,964
IX-12 Advertising and promotionPrograms $50$50
IX-13 Office expensesPrograms $3,068 · Management $2,577$5,645
IX-16 OccupancyManagement $3,150$3,150
IX-17 TravelPrograms $306$306
IX-19 Conferences, conventions and meetingsPrograms $27,069 · Management $1,470$28,539
IX-23 InsuranceManagement $1,128$1,128
IX-24 Other expenses (24a–d)Programs $9,126 · Management −$9,816 · Fundraising $1,953$1,263
IX-25 Total functional expensesPrograms $124,098 · Management $38,588 · Fundraising $19,983$182,669
Part X · Balance sheet $185,889 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $181,398$185,294
X-9 Prepaid expenses and deferred chargesStart of year $547$595
X-16 Total assetsStart of year $181,945$185,889
X-17 Accounts payable and accrued expensesStart of year $1,204$5,180
X-19 Deferred revenueStart of year $101,667$45,125
X-26 Total liabilitiesStart of year $102,871$50,305
X-27 Net assets without donor restrictionsStart of year $79,074$135,584
X-32 Total net assets or fund balancesStart of year $79,074$135,584
X-33 Total liabilities and net assetsStart of year $181,945$185,889
Part XI · Reconciliation of net assets $135,584 net assets at year end
XI-1 Total revenue$239,179
XI-2 Total expenses$182,669
XI-3 Revenue less expenses$56,510
XI-4 Net assets at start of year$79,074
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$135,584

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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