Northwest Health Foundation II

The Northwest Health Foundation II is the charitable arm of the left-of-center Northwest Health Foundation and was created to act as a donor-advised fund provider affiliated with its sister organization. 1

At-A-Glance

Formation:

1997

President:

Jesse Beason

Location: Portland, OR View on map
Tax ID: 93-1293344
Most Recent Filing: 2024
Budget (2024): Assets: $10,149,076 Revenue: $3,082,500 Expenses: $5,750,080

Contents

    In addition to funding from the Northwest Health Foundation, the Northwest Health Foundation II has received funding from other grantmaking foundations, individual donors, and government sources, including $5.5 million from the state of Oregon to support left-of-center criminal justice organizations. 2

    Background

    The Northwest Health Foundation II is the charitable arm of Northwest Health Foundation. It was founded in 2003 to manage donor-advised funds under the direction of the Northwest Health Foundation. 1

    The Northwest Health Foundation states that it prioritizes giving to ethnic minorities and disabled individuals as a way of incorporating the identity politics concept of intersectionality in its grantmaking. 3 As a result, it reports that it spends a minimum of 75 percent of its grants on organizations that favor Black individuals or ethnic minorities while prioritizing sending grants to organizations serving members of the LGBTQ community. 4 5

    Justice Reinvestment Equity Program (JREP)

    The Justice Reinvestment Equity Program (JREP) is a grantmaking program that was created by Oregon’s Senate Bill 1510 that gave Northwest Health Foundation $5.5 million in public funds to distribute to nonprofit organizations that provide victim services, “violence reduction” programs, and re-entry or diversion programs for formerly incarcerated or at-risk individuals. 2

    Financials

    In 2022, the Northwest Health Foundation II reported receiving $13.2 million in contributions and total revenue, according to its tax returns. 6 It also reported $2.4 million in total expenses, $1.3 million of which was spent on grants and $454,243 of which was spent on salaries and the compensation of its employees. 7

    Leadership

    Jesse Beason has worked as the president and chief executive officer of the Northwest Health Foundation II and the Northwest Health Foundation since 2019, and served as the vice president of strategy and public affairs since 2013. Prior to working at the Northwest Health Foundation, he was the executive director of Proud Ground. Beason was appointed to fill a vacant seat on the Multnomah County Commission and sits on the board of directors for Oregon Climate Action and the Proteus Action League. 8

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $10,149,076 $3,082,500 $5,750,080 View
    2023 $14,951,889 $2,071,366 $8,488,037 View
    2022 $17,221,741 $13,325,741 $2,441,780 View
    2021 $5,855,082 $1,054,289 $1,172,011 View
    2020 $5,989,931 $2,269,024 $1,745,758 View

    Prior year filings: 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010

    Revenue Detail

    Expenses Detail

    Grant Activity

    All-time grants received statistics from Candid dataset:

    • Total Grant Value: $37,176,737
    • Number of Grants: 94
    • Number of Funders: 27

    Selection of highest value grants received from the last seven years:

    AmountYearFunderSubject
    $1,200,0002025 Robert Wood Johnson Foundation
    $1,000,0002023 Robert Wood Johnson Foundation
    $1,000,0002022 Robert Wood Johnson Foundation
    $1,000,0002020 Robert Wood Johnson FoundationTo support the Northwest Health Foundation Fund II in providing emergency assistance in response to the COVID-19 pandemic in America.
    $500,0002025 Meyer Memorial TrustFor the Civic Health initiative that builds political power for BIPOC communities across the state
    $360,0002024 The Collins FoundationSUPPORT OPERATIONS AND PROGRAMS TO BUILD CAPACITY IN BLACK, INDIGENOUS, PEOPLE OF COLOR (BIPOC) NONPROFIT ORGANIZATIONS TO GROW CIVIC ENGAGEMENT ACROSS OREGON
    $300,0002020 The Collins FoundationSupport Civic Health Initiative to build capacity in Black, Indigenous, People of Color (BIPOC) nonprofit organizations to grow civic engagement across Oregon
    $250,0002020 Meyer Memorial TrustTo support the Civic Health Initiative, a program focused on public policy education, training and professional development for organizations led by Black people, Indigenous people and people of color
    $200,0002025 Meyer Memorial TrustFor the ODA Civic Engagement Fund that supports charitable activities of Oregon Donor Alliance, a statewide movement-serving organization
    $200,0002024 Meyer Memorial TrustFor the Civic Health initiative that builds political power for BIPOC communities across Oregon
    $200,0002023 Meyer Memorial TrustTo support the civic health program that builds political power for BIPOC communities statewide
    $200,0002022 Meyer Memorial TrustFor general operating support
    $200,0002021 Meyer Memorial TrustFor the Reimagining Safety fund, supporting Black-led work to advance alternative public safety policies
    $200,0002021 Meyer Memorial TrustTo build independent political power and infrastructure in BIPOC communities
    $180,0002024 The Collins FoundationSUPPORT OPERATIONS AND PROGRAM CAPACITY FOR DISABLED BIPOC LEADERS, GROUPS, AND ORGANIZATIONS IN OREGON
    $150,0002023 The Satterberg Foundation IncCIVIC HEALTH PROJECT SUPPORT
    $150,0002022 The Satterberg Foundation IncCIVIC HEALTH PROJECT
    $150,0002021 The Satterberg Foundation IncCIVIC HEALTH PROJECT GRANT
    $150,0002020 The Satterberg Foundation IncCIVIC HEALTH PROJECT
    $125,0002022 JoinHOUSING ASSISTANCE
    $120,0002021 The Collins FoundationSupport the continuation of building leadership and capacity among disability-led organizations of color to further Disability Justice work in Oregon
    $100,0002025 Meyer Memorial TrustFor the ODA Civic Engagement Fund that supports charitable activities of Oregon Donor Alliance, a statewide movement-serving organization
    $100,0002024 Meyer Memorial TrustTo join Oregon Civic Infrastructure Funders and partners in developing a plan for ongoing collective investments in movement infrastructure statewide
    $100,0002024 Meyer Memorial TrustFor the ODA Civic Engagement Fund that supports the charitable activities of the Oregon Donor Alliance
    $100,0002022 Meyer Memorial TrustTo help establish organizational infrastructure for a new progressive donor table in Oregon that will foster and fund cross-issue movement priorities

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $55,980,042
    • Number of Grants: 639
    • Number of Recipients: 359

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $1,237,5002024 Pride FoundationPROJECT SUPPORT
    $642,5202024 Northwest Health FoundationPROJECT SUPPORT
    $500,0002024 Imagine Black FuturesPROJECT SUPPORT
    $327,6002023 Northwest Health FoundationPROJECT SUPPORT
    $325,0002023 Beyond These WallsPROJECT SUPPORT
    $325,0002023 Constructing Hope Pre-Apprenticeship ProgramPROJECT SUPPORT
    $325,0002023 HOLLAPROJECT SUPPORT
    $325,0002023 Jackson County Community Services ConsortiumPROJECT SUPPORT
    $325,0002023 Love Is Stronger GvPROJECT SUPPORT
    $325,0002023 Mano a ManoPROJECT SUPPORT
    $325,0002023 Oregon Washington Health NetworkPROJECT SUPPORT
    $325,0002023 Red Lodge Transition ServicesPROJECT SUPPORT
    $325,0002023 Tayas YawksPROJECT SUPPORT
    $325,0002023 The Harbor IncPROJECT SUPPORT
    $325,0002023 The Stronghold a Culturally Responsive Peer Support ProgramPROJECT SUPPORT
    $325,0002023 Una Voz Latino Leadership and Advocacy DBA Life ArtPROJECT SUPPORT
    $325,0002023 Utopia Pdx United Territories of Pacific IslandersPROJECT SUPPORT
    $325,0002023 WomenFirst Transition & Referral CenterPROJECT SUPPORT
    $285,0002022 Oregon Health and Education CollaborativePROJECT SUPPORT
    $273,0002024 Oregon Donor AlliancePROJECT SUPPORT
    $250,0002023 The Family Nurturing CenterCORE SUPPORT FOR A FISCALLY SPONSORED PROJECT
    $235,0002023 Latino NetworkPROJECT SUPPORT
    $225,0002023 Central City Concern IncPROJECT SUPPORT
    $225,0002023 Clackamas Women's ServicesPROJECT SUPPORT
    $149,8582022 Northwest Health FoundationPROJECT SUPPORT

    References

    1. “NORTHWEST HEALTH FOUNDATION and NORTHWEST HEALTH FOUNDATION FUND II Combined Audited Financial Statements For the Year Ended December 31, 2022 .” Portland: McDonald Jacobs, June 5, 2023. https://www.google.com/url?q=https://static1.squarespace.com/static/5ed94da22956b942e1d51e12/t/65a96416fc624849dc6bdf94/1705600023111/2022%2BNWHF%2BFinancial%2BStatements%2BFINAL.pdf&sa=D&source=docs&ust=1710191450229441&usg=AOvVaw1At-SFfGiGb7xD3ow-_uds.
    2. “Justice Reinvestment Equity Program.” Northwest Health Foundation. Accessed March 11, 2024. https://www.northwesthealth.org/jrep.
    3. “Commitment to Equity & Guiding Principles.” Northwest Health Foundation. Accessed March 11, 2024. https://www.northwesthealth.org/equity.
    4. [1] “BIPOC-Led Equity.” Northwest Health Foundation. Accessed March 11, 2024. https://www.northwesthealth.org/bipoc-equity.
    5. “Disability Justice.” Northwest Health Foundation. Accessed March 11, 2024. https://www.northwesthealth.org/disability-justice.
    6. Return of Organization Exempt from Income Tax (Form 990). Northwest Health Foundation Fund II. 2022. Part I, Lines 8-12.
    7. Return of Organization Exempt from Income Tax (Form 990). Northwest Health Foundation Fund II. 2022. Part I, Lines 13-18.
    8. “Jesse Beason President & CEO.” Northwest Health Foundation. Accessed March 11, 2024. https://www.northwesthealth.org/jesse.