Oregon Primary Care Association

Tax-deductible

Portland, OR501(c)(3)Since 1984Health CareEIN 93-0877986Revenue $7.1M in FY2025

On file with the IRSorpca.org623 Sw Oak St Ste 300, 97205-3720 · Portland, ORTax-exempt since Feb 1987Publicly supported charity — 170(b)(1)(A)(vi)

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Leading the transformation of Primary Care to achieve health equity for all.

501(c)(3) charity; gifts are tax-deductible.
57¢ of each $1 spent went to programs.
Run by 19 volunteers and 29 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
4 of 6
filings with a surplus
Average surplus $249K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
57%
of spending
Worth a look: 57% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$728K
to officers and key staff · 11% of spending
Top officer’s pay higher than 69% of similar orgs
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 11.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $75K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.4M
62% of total assets
Fine: liabilities are 62% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.1M
+0.7% vs prior year
Spent
$6.5M
To programs
57%
Net assets
$2.7M
By yearFY2020–FY2025
Revenue
$7.1M
FY2025▲ +0.7%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.0M
FY2021$3.5M
FY2022$4.0M
FY2023$5.6M
FY2024$7.0M
FY2025$7.1M
Expenses
$6.5M
FY2025▼ -6%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.8M
FY2021$2.8M
FY2022$4.1M
FY2023$5.7M
FY2024$6.9M
FY2025$6.5M
Net assets
$2.7M
FY2025▲ +29%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$2.2M
FY2022$2.1M
FY2023$2.0M
FY2024$2.1M
FY2025$2.7M

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1987.

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

Where the money goes

57 cents of each dollar spent went to programs.

Program services 57% · $3.7M Management & general 43% · $2.8M

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

24 people listed on the 990; $728K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$190,566Pt VII · Sec A
Network Director
$169,785Pt VII · Sec A
Deputy Director
$128,514Pt VII · Sec A
Policy & Regulatory Affairs SR Director
$122,101Pt VII · Sec A
Senior Director of Programs
$116,689Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Joan Watson-Patko’s $191K as Executive Director is at the 69th percentile of top reported officer pay among 3128 $1–10M 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Joan Watson-Patko$190,566$183,316$169,766$165,662$159,818$154,453
Carla Jones$169,785—————
John Duke—$132,567$137,747$104,268——
Kala Biittner—$130,388$41,655———
Claire Transchese$128,514$121,889$117,634———
Danielle Sobel$122,101$111,882$109,149———
Brooke Linn$116,689$112,394————
Anna-Gaelle Marshall Finance———$100,365$105,495—

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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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 15aYes

Programs and updates

Transforming primary care to ensure health equity for everyone.

Questions for Oregon Primary Care Association

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Provided by the organization

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3 programs · $3.7M · in their own filed words · FY2024
01

Opca provides direct support to community health center members attending conferences and meetings focused on primary care medical home transformation, support for policy efforts to educate stakeholders about the importance of payment reform for primary care, and other consulting support for technical assistance in clinical quality…

$1.9Mprogram expense
02

The bureau of primary health care provides health policy and technical assistance support to community-based non-profit health centers that provide primary health care to low-income or uninsured residents of oregon.

$1.8Mprogram expense
03

Community health center network of oregon is a clinically intergrated network that seeks to advance health equity through the operation of a network that contracts with coordinated care organizations, health maintenance organizations, preferred provider organizations, insurance companies, employers, managed care organizations, and other…

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$75K
Grants paid · 48 grants · $6.6M · 2020–2024
Neighborhood Health CenterOR · FY2024$464,776
The Wallace Medical ConcernOR · FY2024$114,418
Outside inOR · FY2024$72,411
Neighborhood Health CenterOR · FY2023$518,139
One Community HealthOR · FY2023$304,562
The Wallace Medical ConcernOR · FY2023$171,192
Individual RecipientFY2023$127,049
Clackamas CountyFY2023$11,390
One Community HealthOR · FY2022$427,346
Multnomah County Health DepartmentFY2022$121,254
See all 48 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$7.1M
Ln 12
Gifts and grantsLn 1h$5.6M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$148K
Money outPt IX
$6.5M
Ln 25
Programscol B$3.7M
Managementcol C$2.8M
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$6.1M
Total assetsLn 16$7.1M
LiabilitiesLn 26$4.4M
PeoplePt VI, VII
24
listed · VII A
PaidVII A5
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.6M
Government grantsLn 1e$2.5M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$148K
Total revenueLn 12$7.1M
Assets in detailPt X, end of year
CashLn 1$2.4M
SavingsLn 2$3.7M
Cash and savings togetherLn 1–2$6.1M
Land, buildings, equipmentLn 10c$38K
Other assetsLn 15$693K
Total assetsLn 16$7.1M
LiabilitiesLn 26$4.4M
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 529
VolunteersI 619
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$4.8M$6.1M
Land, buildings, equipmentLn 10c$87K$38K
Total assetsLn 16$6.0M$7.1M
LiabilitiesLn 26$3.9M$4.4M
Net assetsLn 32$2.1M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.5M$1.5M
Pay of current officers, directors and key staffLn 5$217K$163K$54K
Other salaries and wagesLn 7$2.4M$1.3M$1.1M
Pension plan contributionsLn 8$104K$58K$46K
Other employee benefitsLn 9$314K$174K$140K
Payroll taxesLn 10$174K$97K$77K
Legal feesLn 11b$32K$2K$30K
Accounting feesLn 11c$248K$17K$230K
Lobbying feesLn 11d$49K$49K
Other fees for servicesLn 11g$171K$15K$155K
Office expensesLn 13$701K$8K$693K
OccupancyLn 16$181K$138K$42K
TravelLn 17$38K$15K$23K
Conferences, conventions and meetingsLn 19$199K$36K$163K
Other expenses (24a–d)Ln 24$186K$198K−$11K
Total functional expensesLn 25$6.5M$3.7M$2.8M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $7.1M$6.5M$603K$2.7M 990 PDF
FY2024 $7.0M$6.9M$119K$2.1M 990 PDF
FY2023 $5.6M$5.7M−$106K$2.0M 990 PDF
FY2022 $4.0M$4.1M−$115K$2.1M 990 PDF
FY2021 $3.5M$2.8M$722K$2.2M 990 PDF
FY2020 $3.0M$2.8M$271K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $7,096,559 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,574,970$5,619,619
I-9 Program service revenuePrior year $1,329,946$1,328,667
I-10 Investment incomePrior year $140,943$148,273
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $7,045,859$7,096,559
I-13 Grants and similar amounts paidPrior year $2,318,356$1,490,656
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,392,951$3,199,139
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,215,526$1,803,597
I-18 Total expensesPrior year $6,926,833$6,493,392
I-19 Revenue less expensesPrior year $119,026$603,167
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,096,559 across 6 lines filed
VIII-1e Government grants$2,506,358
VIII-1f All other contributions, gifts and grants$3,113,261
VIII-1h Total contributions, gifts and grants$5,619,619
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,328,667$1,328,667
VIII-3 Investment incomeExcluded from tax $148,273$148,273
VIII-12 Total revenueRelated to mission $1,328,667 · Unrelated business $0 · Excluded from tax $148,273$7,096,559
Part IX · Statement of functional expenses $6,493,392 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $1,490,656$1,490,656
IX-5 Pay of current officers, directors and key staffPrograms $163,121 · Management $54,373$217,494
IX-7 Other salaries and wagesPrograms $1,283,541 · Management $1,106,343$2,389,884
IX-8 Pension plan contributionsPrograms $57,649 · Management $46,254$103,903
IX-9 Other employee benefitsPrograms $174,128 · Management $139,710$313,838
IX-10 Payroll taxesPrograms $96,552 · Management $77,468$174,020
IX-11b Legal feesPrograms $2,274 · Management $29,937$32,211
IX-11c Accounting feesPrograms $17,497 · Management $230,328$247,825
IX-11d Lobbying feesManagement $48,600$48,600
IX-11g Other fees for servicesPrograms $15,478 · Management $155,151$170,629
IX-13 Office expensesPrograms $8,079 · Management $692,522$700,601
IX-16 OccupancyPrograms $138,422 · Management $42,149$180,571
IX-17 TravelPrograms $15,080 · Management $22,685$37,765
IX-19 Conferences, conventions and meetingsPrograms $36,120 · Management $162,970$199,090
IX-24 Other expenses (24a–d)Programs $197,544 · Management −$11,239$186,305
IX-25 Total functional expensesPrograms $3,696,141 · Management $2,797,251 · Fundraising $0$6,493,392
Part X · Balance sheet $7,076,078 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,945,483$2,437,576
X-2 Savings and temporary cash investmentsStart of year $2,835,027$3,679,588
X-3 Pledges and grants receivableStart of year $166,359$162,693
X-4 Accounts receivableStart of year $100,481$22,894
X-9 Prepaid expenses and deferred chargesStart of year $29,684$42,240
X-10c Land, buildings and equipment, netStart of year $87,029$37,601
X-15 Other assetsStart of year $821,873$693,486
X-16 Total assetsStart of year $5,985,936$7,076,078
X-17 Accounts payable and accrued expensesStart of year $342,783$518,948
X-19 Deferred revenueStart of year $2,521,915$2,981,290
X-25 Other liabilitiesStart of year $1,014,128$865,563
X-26 Total liabilitiesStart of year $3,878,826$4,365,801
X-27 Net assets without donor restrictionsStart of year $2,107,110$2,710,277
X-32 Total net assets or fund balancesStart of year $2,107,110$2,710,277
X-33 Total liabilities and net assetsStart of year $5,985,936$7,076,078
Part XI · Reconciliation of net assets $2,710,277 net assets at year end
XI-1 Total revenue$7,096,559
XI-2 Total expenses$6,493,392
XI-3 Revenue less expenses$603,167
XI-4 Net assets at start of year$2,107,110
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,710,277

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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