2025-11-05T00:04:24-06:00 2024-12-31 911663574 LARSON GROSS ADVISORS LLC PO BOX 1371 WENATCHEE WA 988071371 990 2024-01-01 911075950 CONFLUENCE HEALTH FOUNDATION CONF 5094366275 526 N CHELAN AVE SUITE A WENATCHEE WA 98801 SUZANNE CARTE'-COCROFT EXECUTIVE TRUSTEE 5094366275 2025-10-29 1 1 JOHN SIMMONS-CPACVA P00979769 5096631131 2024 2025-03-06 01:10:19Z SUZANNE CARTE'-COCROFT 526 N CHELAN AVE SUITE A WENATCHEE WA 98801 7815150 0 X WWW.CONFLUENCEHEALTHFOUNDATION.ORG X 1979 WA TO ENHANCE AND SUPPORT CENTRAL WASHINGTON HEALTH SERVICES ASSOCATION ABILITY TO PROVIDE SAFE SUPERIOR HEALTHCARE CLOSE TO HOME. 13 13 0 35 0 0 1533305 6873114 0 0 512392 907582 34237 32752 2079934 7813448 292509 95348 0 0 478641 511710 0 0 174602 1297392 787468 2068542 1394526 11392 6418922 19263810 23721067 1076601 662231 18187209 23058836 TO ENHANCE AND SUPPORT CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION ABILITY TO PROVIDE SAFE SUPERIOR HEALTHCARE CLOSE TO HOME. 0 0 986732 95348 IN 2024, SUPPORT FACILITATED SEVERAL KEY INITIATIVES TO STRENGTHEN THE HEALTHCARE WORKFORCE, INCLUDING ACADEMIC SCHOLARSHIPS, RESOURCES PROMOTING CAREGIVER HEALTH AND WELLBEING, AND EDUCATIONAL EQUIPMENT FOR A CLINICAL SKILLS SIMULATION LABORATORY. DONOR CONTRIBUTIONS ENABLED THE ACQUISITION OF EQUIPMENT THAT ENHANCES THE QUALITY OF CARE IN NORTH CENTRAL WASHINGTON, SUCH AS REMOTE MONITORING TECHNOLOGY THAT IMPROVES BEDSIDE CARE AND ASSISTANCE IN LAUNCHING THE K-9 SECURITY PROGRAM. ADDITIONALLY, PROGRAMMING EXTENDS BEYOND HEALTHCARE FACILITIES, REACHING THE BROADER COMMUNITY THROUGH ADAPTIVE CYCLING EVENTS THAT PROMOTE INCLUSIVE RECREATION AND LITERACY PROGRAMS THAT HAVE DISTRIBUTED OVER 7,000 BOOKS TO CHILDREN IN OUR REGION. 986732 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WA X SUZANNE CARTE'-COCROFT 5094366275 526 N CHELAN AVE WENATCHEE WA 98801 X SUZANNE CARTE-COCROFT EXECUTIVE TRUSTEE 27.00 X X 0 0 0 JOHN STOLL TRUSTEE/ PRESIDENT 1.00 X X 0 0 0 LINCOLN DENNY TRUSTEE/ VICE PRESIDENT 1.00 X X 0 0 0 BRYAN MARONEY TRUSTEE/ SECRETARY 1.00 X X 0 0 0 JAKE DAVISON TRUSTEE/ TREASURER 1.00 X X 0 0 0 KELLY ALLEN TRUSTEE 1.00 X 0 0 0 RENE BACA TRUSTEE 1.00 X 0 0 0 KEITH GOEHNER TRUSTEE 1.00 X 0 0 0 ANDREW JONES TRUSTEE 1.00 X 0 0 0 TRACEY KASNIC TRUSTEE 1.00 X 0 0 0 MICHELE MOSELEY TRUSTEE 1.00 X 0 0 0 STEVEN NEHER TRUSTEE/ PAST PRESIDENT 1.00 X 0 0 0 SUE OZBURN TRUSTEE 1.00 X 0 0 0 MAKRINA SHANBOUR TRUSTEE 1.00 X 0 0 0 CARIN SMITH TRUSTEE 1.00 X 0 0 0 CAROL SPRINGER TRUSTEE 1.00 X 0 0 0 DENNIS UTLEY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 60276 6812838 4352938 6873114 907582 907582 26419 60276 1702 24717 24717 MISCELLANEOUS 900099 8035 8035 8035 7813448 0 0 940334 X 95348 95348 301380 120552 105483 75345 167187 66875 58515 41797 43143 17257 15100 10786 107118 42847 37491 26780 48727 38007 4873 5847 33510 26146 3343 4021 DIRECT SUPPORT TO CENTR 491978 491978 MISCELLANEOUS 51910 40465 5220 6225 SUPPLIES 31675 24707 3167 3801 ANNUITY DISTRIBUTIONS 22550 22550 1394526 986732 233192 174602 314288 898759 174192 72498 0 2516269 16201724 22574234 57337 175576 19263810 23721067 94398 87826 377360 0 359391 336985 245452 237420 1076601 662231 X 16484635 20563367 1702574 2495469 18187209 23058836 19263810 23721067 6418922 841747 -2389042 0 X 0 1 X 1 0 X 2357127 2116390 1615903 1533305 6873114 14495839 2357127 2116390 1615903 1533305 6873114 14495839 5492024 9003815 394949 534351 414431 523797 907582 2775110 66444 32045 143120 74682 8035 324326 17595275 0.51170 0.64680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1657004 71450 65987 1794441 1516692 51900 88412 1657004 1533662 221255 -238225 1516692 1071402 355000 117263 10003 1533662 881645 100000 104591 14834 1071402 1.00000 0 0 0 CHARITABLE GIFT ANNUITIES PAYABLE 237420 237420 X 8655195 841747 841747 7813448 0 7813448 1394526 0 1394526 0 1394526 PART V, LINE 4: MILLER ENDOWMENT - CONTINUING EDUCATION FOR CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION STAFF. SAUNDERS GASTRIC ENDOWMENT - FUNDING FOR CLINICAL RESEARCH, EDUCATIONAL OPPORTUNITIES FOR HOSPITAL STAFF AND PURCHASE OF GASTROINTESTINAL EQUIPMENT JEAN WOOD EDUCATION ENDOWMENT - PROVIDES A FULL-COST NURSING SCHOLARSHIP TO WENATCHEE VALLEY COLLEGE EACH YEAR. WADE FAMILY LITERACY ENDOWMENT - PROVIDES ALL NEWBORN BABIES, INFANTS, AND PEDIATRIC PATIENTS BOOKS TO ENCOURAGE READING AND LITERACY. LISEWYCH FAMILY ENDOWMENT - PROVIDES SCHOLARSHIPS TO CHILDREN OF EMPLOYEES OF CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION, WITH PREFERENCE GIVEN TO THOSE THAT WORK IN MEDICAL ONCOLOGY, OUTPATIENT ONCOLOGY AND INFUSION. PETER RUTHERFORD PROFESSIONAL DEVELOPMENT ENDOWMENT - PROVIDES SCHOLARSHIP AND EDUCATIONAL OPPORTUNITIES FOR STAFF AND CARE PROVIDERS OF CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION. PART X, LINE 2: THE FOUNDATION IS A TAXEXEMPT ORGANIZATION QUALIFYING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION DID NOT ENGAGE IN AN ACTIVITY UNRELATED TO ITS TAXEXEMPT PURPOSE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH REQUIREMENTS RELATED TO ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES, THE FOUNDATION HAS DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024 AND 2023. IN ADDITION, THE FOUNDATION QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GOLF TOURNAMENT 86695 60276 26419 1650 52 86695 60276 26419 1650 52 1702 24717 1 SCHOLARSHIPS/CERTIFICATIONS 44 95348 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED THROUGH AN APPLICATION PROCESS. APPLICATIONS ARE REVIEWED AND AWARDED BY A COMMITTEE THAT IS MADE UP OF CENTRAL WASHINGTON SERVICES ASSOCIATION EMPLOYEES AND CONFLUENCE HEALTH FOUNDATION BOARD MEMBERS, AND COMMUNITY MEMBERS. DOCUMENTATIONS OF SCHOLARSHIP RECIPIENTS ARE KEPT ON FILE. X 2 4352938 FMV X OPERATING EXPENSES 1 717740 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND THE SCHEDULE B IS REVIEWED BY THE OFFICER OF THE FOUNDATION. IT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT EACH TRUSTEE COMPLETE AN ANNUAL QUESTIONAIRE WHICH IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE CONFLICT OF INTEREST POLICY DEFINES POTENTIAL AREAS OF THE CONFLICT OR DUALITY OF INTEREST AS WELL AS THE APPLICABLE PROCEDURES. THE POLICY IS SIGNED BY EACH AFFECTED PERSON AND FILED ALONG WITH HIS/HER ANNUAL QUESTIONNAIRE. BOARD MINUTES REFLECT WHEN THE ANNUAL REVIEW HAS BEEN ACCOMPLISHED. ANY TRUSTEE HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE ON THE MATTER, AND HE/SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHEN PERMITTED BY LAW. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING AND THE QUORUM SITUATION. ANY TRUSTEE HAVING A DUALITY OF INTEREST OR POTENTIAL CONFLICT OF INTEREST SHALL NOT BE PERMITTED TO DECIDE MATTERS DIRECTLY AFFECTING ITEMS THAT MAY APPEAR IN CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 CONFLUENCE HEALTH FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART IX, LINE 5 THE EXECUTIVE TRUSTEE OF THE FOUNDATION IS AN EMPLOYEE OF CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION, AN UNRELATED ORGANIZATION. THE FOUNDATION DOES NOT PAY OR REIMBURSE ANY PORTION OF THIS INDIVIDUAL'S COMPENSATION. CENTRAL WASHINGTON HEALTH SERVICES PROVIDES THE EXECUTIVE TRUSTEE SERVICES TO THE FOUNDATION AS AN IN-KIND CONTRIBUTION. THE ESTIMATED VALUE OF THESE SERVICES IS RECORDED AS A CONTRIBUTION FROM CENTRAL WASHINGTON HEALTH SERVICES IN ACCORDANCE WITH APPLICABLE ACCOUNTING STANDARDS.