2026-09-01T18:28:11-05:00 2025-12-31 911663574 LARSON GROSS ADVISORS LLC PO BOX 1371 WENATCHEE WA 988071371 990 2025-01-01 911075950 CONFLUENCE HEALTH FOUNDATION CONF 5094366275 526 N CHELAN AVE SUITE A WENATCHEE WA 98801 SUZANNE CARTE'-COCROFT EXECUTIVE TRUSTEE 5094366275 2026-09-01 1 JOHN SIMMONS CPACVA P00979769 5096631131 2025 SUZANNE CARTE'-COCROFT 526 N CHELAN AVE SUITE A WENATCHEE WA 98801 4128464 0 X WWW.CONFLUENCEHEALTHFOUNDATION.ORG X 1979 WA CONFLUENCE HEALTH FOUNDATION STRENGTHENS LOCAL HEALTHCARE THROUGH COMMUNITY GENEROSITY. PHILANTHROPY PLAYS A VITAL ROLE IN ENSURING THAT PEOPLE ACROSS NORTH CENTRAL WASHINGTON HAVE ACCESS TO HIGH-QUALITY CARE CLOSE TO HOME. CHARITABLE GIFTS SUPPORT INNOVATION, WORKFORCE DEVELOPMENT, EQUIPMENT, AND CARE ENVIRONMENTS AT CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION (DBA CONFLUENCE HEALTH), AS WELL AS HEALTH AND WELLNESS PROGRAMS THROUGHOUT OUR REGION. 15 15 0 20 0 0 6873114 2025955 0 0 907582 2102509 32752 0 7813448 4128464 95348 13515 0 0 511710 493318 0 0 119205 787468 1559293 1394526 2066126 6418922 2062338 23721067 27026097 662231 290650 23058836 26735447 X CONFLUENCE HEALTH FOUNDATION STRENGTHENS LOCAL HEALTHCARE THROUGH COMMUNITY GENEROSITY. PHILANTHROPY PLAYS A VITAL ROLE IN ENSURING THAT PEOPLE ACROSS NORTH CENTRAL WASHINGTON HAVE ACCESS TO HIGH-QUALITY CARE CLOSE TO HOME. CHARITABLE GIFTS SUPPORT INNOVATION, WORKFORCE DEVELOPMENT, EQUIPMENT, AND CARE ENVIRONMENTS AT CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION (DBA CONFLUENCE HEALTH), AS WELL AS HEALTH AND WELLNESS PROGRAMS THROUGHOUT OUR REGION. 0 0 1724237 13515 IN 2025, SUPPORT FACILITATED SEVERAL KEY INITIATIVES TO STRENGTHEN THE HEALTHCARE WORKFORCE IN NORTH CENTRAL WASHINGTON, INCLUDING ACADEMIC SCHOLARSHIPS, CAREGIVER RECOGNITION, AND SEVERAL KEY INITIATIVES TO STRENGTHEN CAREGIVER WELLBEING INCLUDING THE KUMANU PURPOSEFUL APP AND VIRTUAL WORK LIFE APP. DONOR CONTRIBUTIONS ENABLED THE ACQUISITION OF A SECURITY SERVICES K9 PROGRAM AND LEVERAGED TECHNOLOGY TO ADVANCE BEDSIDE CARE THROUGH TELESITTER AND DEVELOPMENT OF A NEW SIMULATION LAB. ADDITIONALLY, PROGRAMMING EXTENDS BEYOND HEALTHCARE FACILITIES, REACHING THE BROADER COMMUNITY THROUGH ADAPTIVE CYCLING EVENTS THAT PROMOTE INCLUSIVE RECREATION, LITERACY PROGRAMS THAT HAVE DISTRIBUTED OVER 14,000 BOOKS TO CHILDREN IN OUR REGION AND THROUGH A COMMUNITY HEALTH INITIATIVE GRANTING PROGRAM. FUNDING SUPPORTED CSI CAMP, PROMOTING HEALTH CARE CAREERS TO HIGH SCHOOL STUDENTS. FUNDING EXPANDED ACCESS TO CANCER SCREENING AND PROVIDED PATIENTS IN CANCER TREATMENT WITH ACCESS TO BASIC SUPPORT NEEDS THAT EASED THEIR CANCER JOURNEY. 1724237 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 WA X KAREN MCCART 5094366275 526 N CHELAN AVE WENATCHEE WA 98801 X SUZANNE CARTE-COCROFT CHIEF PHILANTHROPY OFFICER 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 1.00 X 0 0 0 ALLISON INT-HOUT 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 STEVE LEE TRUSTEE 1.00 X 0 0 0 DENNIS UTLEY TRUSTEE 1.00 X 0 0 0 AMY RAYMOND TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2025955 723171 2025955 2102509 2102509 4128464 0 0 2102509 13515 13515 417969 208985 146289 62695 75349 37674 26372 11303 72599 36300 25410 10889 94384 70916 9438 14030 42886 32566 4288 6032 DIRECT SUPPORT TO CENTR 1233546 1233546 MISCELLANEOUS 71058 55571 6937 8550 SUPPLIES 37598 28213 3760 5625 ANNUITY DISTRIBUTIONS 6680 6680 542 271 190 81 2066126 1724237 222684 119205 898759 591879 72498 26928 22574234 26278520 175576 128770 23721067 27026097 87826 68361 336985 237420 222289 662231 290650 X 20563367 23805082 2495469 2930365 23058836 26735447 23721067 27026097 2062338 1614273 0 X X 0 1 X 1 0 X 2116390 1615903 1533305 6873114 2025955 14164667 2116390 1615903 1533305 6873114 2025955 14164667 3536657 10628010 534351 414431 523797 907582 2102509 4482670 32045 143120 74682 8035 257882 18905219 0.56220 0.51170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1794441 280140 508924 2583505 1657004 71450 65987 1794441 1516692 51900 88412 1657004 1533662 221255 -238225 1516692 1071402 355000 117263 10003 1533662 1.00000 0 0 0 CHARITABLE GIFT ANNUITIES PAYABLE 222289 222289 X 5742737 1614273 1614273 4128464 0 4128464 2066126 0 2066126 0 2066126 PART V, LINE 4: THE 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 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 TAX-EXEMPT 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 TAX-EXEMPT 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, 2025 AND 2024. 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. 1 UNIDOS NUEVA ALIANZA 204 12TH AVE SW EPHRATA WA 98823 884038894 501(C)3 10000 0 COMMUNITY CONEXIN: SALUD EN MOVIMIENTO SEATTLE CHILDREN'S FOUNDATION MAIL M/S 818-F PO BOX 5371 SEATTLE WA 98145-5005 SEATTLE WA 98145 911156519 501(C)3 50000 0 WENATCHEE CLINIC SERVICE EXPANSION FRIENDS OF THE WENATCHEE LIBRARY 310 DOUGLAS STREET WENATCHEE WA 98801 721559607 501(C)3 10000 0 ENGLISH AS A SECOND LANGUAGE COURSE FOR ENGLISH LANGUAGE LEARNERS WENATCHEE VALLEY MUSEUM AND CULTURAL CENTER 127 SOUTH MISSION STREET WENATCHEE WA 98801 916054055 501(C)3 50000 0 PRESERVING THE PAST, INSPIRING THE FUTURE: RENOVATING WVMCC BOYS & GIRLS CLUBS OF THE COLUMBIA BASIN 425 N PAXSON DRIVE MOSES LAKE WA 98837 911634789 501(C)3 10000 0 BEHAVIORAL SUPPORT SPECIALIST: BOYS & GIRLS CLUB CRISIS RESPONSE INITIATIVE OKANOGAN COUNTY COMMUNITY ACTION COUNCIL 424 2ND AVE S OKANOGAN WA 98840 910814162 501(C)3 10000 0 HARVESTING HOPE: GLEANING FOR GOOD CANCER CARE OF NORTH CENTRAL WASHINGTON 1708 CASTLEROCK AVE WENATCHEE WA 98801 911598260 501(C)3 10000 0 SOCIAL SERVICES OF CANCER CARE OF NORTH CENTRAL WASHINGTON TOGETHER FOR YOUTH 1012 SPRINGWATER AVE WENATCHEE WA 988012913 943197733 501(C)3 10000 0 SCHOOL-BASED MENTAL HEALTH PROMOTION AND SUICIDE PREVENTION UVCARES BEHAVIORAL HEALTH 225 PROSPECT STREET LEAVENWORTH WA 98826 832686152 501(C)3 10000 0 UVCARES BEHAVIORAL HEALTH SUICIDE INTERVENTION, MENTAL HEALTH, AND ADDICTION PROGRAMS UPPER VALLEY MEND PO BOX 772 LEAVENWORTH WA 98826 911415660 501(C)3 10000 0 FOOD AND HEALTHCARE ACCESS FOR UPPER VALLEY FAMILIES WELLNESS PLACE 610 N MISSION ST 202 WENATCHEE WA 98801 911891688 501(C)3 8000 0 SUPPORT GROUPS FOR CANCER PATIENTS AND CAREGIVERS NORTH CENTRAL EDUCATION FOUNDATION PO BOX 1847 WENATCHEE WA 98801 263661504 501(C)3 6000 0 NORTH CENTRAL EDUCATION FOUNDATION TEACHER CLASSROOM GRANTS NCW TECH ALLIANCE 3 N WORTHEN STREET WENATCHEE WA 98901 912112603 501(C)3 50000 0 CONFLUENCE ACCESS NAVIGATOR (CAN) NETWORK AMERICAN RED CROSS - NORTHWEST REGION 1900 25TH AVE S SEATTLE WA 98144 530196605 501(C)3 10000 0 GREATER INLAND CHAPTER BLOOD DRIVES WATERVILLE FOOD PANTRY POB 553 WATERVILLE WA 98858 830477714 501(C)3 6000 0 DEFERRED MAINTENANCE: CEMENT PADS CASHMERE FOOD BANK PO BOX 225 CASHMERE WA 98815 465630025 501(C)3 10000 0 SUSTAINING SERVICES: SUPPORTING PERISHABLE FOOD PURCHASES FOR THE CASHMERE FOOD BANK CHELAN COUNTY FIRE DISTRICT #6 PO BOX 296 MONITOR WA 98836 911586503 501(C)3 10540 0 REPLACEMENT OF 10-20 YEAR OLD AED NEEDED TONASKET FOOD BANK 101 HWY 97 TONASKET WA 98855 521350098 501(C)3 10000 0 FOOD ASSISTANCE FOR TONASKET FAMILIES NORTH CENTRAL WASHINGTON PEER CONNECTION 727 W BROADWAY MOSES LAKE WA MOSES LAKE WA 98823 454958690 501(C)3 15000 0 BRIDGES TO STABILITY OMAK FOOD BANK PO BOX 4337 OMAK WA 98841 911190398 501(C)3 10000 0 NUTRITION WITH DIGNITY WOMEN'S RESOURCE CENTER OF NCW PO BOX 2051 WENATCHEE WA 98807 911109429 501(C)3 10000 0 MILLERPARK PERMANENT SUPPORTING HOUSING COLUMBIA BASIN CANCER FOUNDATION 1022 S PIONEER WAY SUITE A MOSES LAKE WA 98837 311719867 501(C)3 10000 0 COLUMBIA BASIN CANCER FOUNDATION PROGRAMS CAFE COMMUNITY FOR THE ADVANCEMENT OF FAMILY EDUCATION 766 S MISSION STREET WENATCHEE WA 98801 911909072 501(C)3 50000 0 CAPITAL CAMPAIGN SMALL MIRACLES 595 GRANT ROAD EAST WENATCHEE WA 98802 453638485 501(C)3 10000 0 FEEDING HUNGRY KIDS SCHOLARSHIPS/CERTIFICATIONS 35 13515 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 OPERATING EXPENSES 1 723171 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.