Commonspirit Oregon EIN 93-0386868

Commonspirit Oregon FY2020 filing

EIN  93-0386868 Religious organization Phoenix, AZ Founded 1909
Form 990 (PDF)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →
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Verified accurate 7/4/26 · see original filing: IRS
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Size
$100M+
What they do
Provides compassionate, high-quality healthcare services to all community members in Oregon, regardless of their ability to pay.
Leadership
Kelly Morgan · President/CEO · $723K
Money in and out
$254.5M revenue, $202.7M expenses
Bottom line
94% program efficiency

Provides compassionate, high-quality healthcare services to all community members in Oregon, regardless of their ability to pay. For fiscal year 2020 it reported $254.5M in revenue, $202.7M in expenses, and $405.3M in net assets.Pt I

Where the money goes · FY2020
Total revenue
$254.5M
Pt VIII · Ln 12
Total expenses
$202.7M
Pt IX · Ln 25
Net assets
$405.3M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $51.7M
Where spending went · Part IX cols B–D
Program services $0.94 Management & general $0.06
Program efficiency
94%
of spending reaches programs
Operating runway
16.3mo
months of highly liquid reserves at operating expense rate
Surplus margin
+20%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Revenue
$254.5M
FY2020
Expenses
$202.7M
FY2020
Total assets
$508.3M
FY2020
Total liabilities
$103.0M
FY2020
Total revenue
$254.5M
Pt VIII · Ln 12
Total expenses
$202.7M
Pt IX · Ln 25
Net assets
$405.3M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$51.7M
Total assetsPt X · Ln 16$508.3M
Program-expense ratioPt IX · col B94%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

1 program service account for $189.8M of program spending, described in the organization's own filed words · FY2019.
01

See schedule h.

$189.8Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCommonspirit Oregon
EINHdr · item D93-0386868
Principal addressHdr · item CPhoenix, AZ
WebsiteHdr · item Jwww.chimercyhealth.com
Year of formationHdr · item L1909
State of legal domicileHdr · item MAZ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHospitals (E220)
Ruling yearIRS BMFMar 1946

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President/CEO
$722,989Pt VII · Sec A
Board Member
$487,237Pt VII · Sec A
Chief Medical Officer/President Cmg
$416,203Pt VII · Sec A
Chief Operating Officer
$329,089Pt VII · Sec A
Pharmacy Director
$222,897Pt VII · Sec A
Director Imaging
$176,104Pt VII · Sec A
Human Resources Director
$169,249Pt VII · Sec A
Pharmacist
$168,518Pt VII · Sec A

Russell Woolley’s $709K as Market President/Board Member Thru 4/30/25 is at the 36th percentile of top reported officer pay among 1754 $100M+ 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 · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kelly Morgan$642,170$749,395$910,431$775,296$722,989
Russell Woolley$708,857$155,903
Jason Gray MD$544,559$548,027
Jason Gray$441,550$488,333$438,862$416,203
Brad Seely MD$487,237
Brian Pinelle$438,775$357,664
Nancy Hoyt$380,974$267,334
Debra Boswell$245,276$350,518$329,089

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.

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Statement of Revenue

Part VIII
Program service revenue$232.5M · 91%
Contributions & grants$9.6M · 4%
Investment income$10.3M · 4%
Other revenue$2.0M · 1%
Program service revenue91%$232.5M
Contributions & grants4%$9.6M
Investment income4%$10.3M
Other revenue1%$2.0M
— government grantsLn 1e$9.4M
Total revenueLn 12$254.5M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.94 Management & general $0.06
Program services94%$189.8M
Management & general6%$12.9M
Total functional expensesLn 25$202.7M

Balance Sheet

Part X · end of year
CashLn 1$76.3M
Total assetsLn 16$508.3M
Total liabilitiesLn 26$103.0M
Total net assetsLn 32$405.3M
Months of cash on handcomputed4.5

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $275.2M · Operating expenses/yr $202.7M
16.3 months
Where the money goes
Program services
Program services $189.8M · Total expenses $202.7M
94%
Management & General
Management & general $12.9M · Total expenses $202.7M
6%
Fundraising
Fundraising $0 · Total expenses $202.7M
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $218K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $9.6M · Total revenue $254.5M
4%
Government reliance
Government grants $9.4M · Total revenue $254.5M
4%
Earned-income share
Program service revenue $232.5M · Total revenue $254.5M
91%
Investment reliance
Investment income $10.3M · Total revenue $254.5M
+4%
Program self-sufficiency
Program service revenue $232.5M · Total expenses $202.7M
115%
Growth & trend
Revenue growth (YoY)
This year $254.5M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $405.3M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $254.5M · Expenses $202.7M
+20%
Liabilities-to-Assets
Total liabilities — · Total assets $508.3M
Net-asset ratio
Net assets $405.3M · Total assets $508.3M
80%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $198.9M · Total assets (Pt X, ln 16) $508.3M
39%
People & payroll
Highest Reported Total Compensation
Individual Kelly Morgan · Reported title PRESIDENT/CEO · Highest reported compensation $723K · Total expenses $202.7M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $94.9M · Total expenses $202.7M
47%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 94%
Overhead ratio 6%
Fundraising cost ratio 0%
Legal fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$366K
Grants paid · 36 grants · $6.0M · 2019–2024
Umpqua Community CollegeFY2024$1,000,000
Mercy Foundation INCAZ · FY2024$709,216
Truth Initiative FoundationFY2024$33,570
Explore Engage EnjoyOR · FY2024$30,500
HIV AllianceOR · FY2024$30,000
Douglas County of OregonFY2024$10,000
Winston Christian ChurchFY2024$10,000
The Friendly KitchenOR · FY2024$5,270
Mercy Foundation INCAZ · FY2023$765,060
Truth Initiative FoundationFY2023$33,570
Douglas County of OregonFY2023$10,000
Mercy Foundation INCAZ · FY2022$741,045
Thrive UmpquaOR · FY2022$100,000
St Joseph ChurchOR · FY2022$9,000
The Friendly KitchenOR · FY2022$8,000
See all 36 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$316.7M revenue · ⤓ 990 PDF
FY2023$277.0M revenue · ⤓ 990 PDF
FY2022$290.9M revenue · ⤓ 990 PDF
FY2021$278.3M revenue · ⤓ 990 PDF
FY2020$254.5M revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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