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Nonprofit · EIN 91-1075950

CONFLUENCE HEALTH FOUNDATION

Tax-exempt · WENATCHEE, WA 98801

Financials

$2.1M$2.1M2023$7.8M$1.4M2024$4.1M$2.1M2025
Revenue Expenses · by fiscal year end
Financials of CONFLUENCE HEALTH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$4,128,464$2,066,126$2,062,338$27,026,097$290,650$26,735,447
December 31, 2024990$7,813,448$1,394,526$6,418,922$23,721,067$662,231$23,058,836
December 31, 2023990$2,079,934$2,068,542$11,392$19,263,810$1,076,601$18,187,209
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,025,955
Program service revenue
$0
Investment income
$2,102,509
Other revenue
$0

Expenses

Grants and similar amounts paid
$13,515
Other salaries and wages
$417,969
Salaries, compensation and benefits (total)
$493,318
Professional fundraising fees
$0
Accounting fees
$72,599
Program services (functional)
$1,724,237
Management and general (functional)
$222,684
Fundraising (functional)
$119,205

Balance sheet and other

Total assets, start of year
$23,721,067
Total assets, end of year
$27,026,097
Total liabilities, end of year
$290,650
Net assets, end of year
$26,735,447
Publicly traded securities
$26,278,520
Net assets without donor restrictions
$23,805,082
Net assets with donor restrictions
$2,930,365
Gross receipts
$4,128,464
Employees
0
Volunteers
20
Year formed
1979
State of legal domicile
WA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SUZANNE CARTE-COCROFTCHIEF PHILANTHROPY OFFICER
Trustee or director, Officer
27$0
JOHN STOLLTRUSTEE/ PRESIDENT
Trustee or director, Officer
1$0
LINCOLN DENNYTRUSTEE/ VICE PRESIDENT
Trustee or director, Officer
1$0
BRYAN MARONEYTRUSTEE/ SECRETARY
Trustee or director, Officer
1$0
JAKE DAVISONTRUSTEE/ TREASURER
Trustee or director, Officer
1$0
KELLY ALLENTRUSTEE
Trustee or director
1$0
RENE BACATRUSTEE
Trustee or director
1$0
KEITH GOEHNERTRUSTEE
Trustee or director
1$0
ANDREW JONESTRUSTEE
Trustee or director
1$0
TRACEY KASNICTRUSTEE
Trustee or director
1$0
MICHELE MOSELEYTRUSTEE
Trustee or director
1$0
STEVEN NEHERTRUSTEE
Trustee or director
1$0
ALLISON INT-HOUTTRUSTEE
Trustee or director
1$0
MAKRINA SHANBOURTRUSTEE
Trustee or director
1$0
CARIN SMITHTRUSTEE
Trustee or director
1$0
3 more people on this return
NameTitleHours / weekCompensation
STEVE LEETRUSTEE
Trustee or director
1$0
DENNIS UTLEYTRUSTEE
Trustee or director
1$0
AMY RAYMONDTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2024: 17 people
NameTitleHours / weekCompensation
SUZANNE CARTE-COCROFTEXECUTIVE TRUSTEE
Trustee or director, Officer
27$0
JOHN STOLLTRUSTEE/ PRESIDENT
Trustee or director, Officer
1$0
LINCOLN DENNYTRUSTEE/ VICE PRESIDENT
Trustee or director, Officer
1$0
BRYAN MARONEYTRUSTEE/ SECRETARY
Trustee or director, Officer
1$0
JAKE DAVISONTRUSTEE/ TREASURER
Trustee or director, Officer
1$0
KELLY ALLENTRUSTEE
Trustee or director
1$0
RENE BACATRUSTEE
Trustee or director
1$0
KEITH GOEHNERTRUSTEE
Trustee or director
1$0
ANDREW JONESTRUSTEE
Trustee or director
1$0
TRACEY KASNICTRUSTEE
Trustee or director
1$0
MICHELE MOSELEYTRUSTEE
Trustee or director
1$0
STEVEN NEHERTRUSTEE/ PAST PRESIDENT
Trustee or director
1$0
SUE OZBURNTRUSTEE
Trustee or director
1$0
MAKRINA SHANBOURTRUSTEE
Trustee or director
1$0
CARIN SMITHTRUSTEE
Trustee or director
1$0
CAROL SPRINGERTRUSTEE
Trustee or director
1$0
DENNIS UTLEYTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
ABEL NOAHVP OF PHILANTHROPY
Officer
40$212,961$41,325
SUZANNE CARTE-COCROFTVP OF PHILANTHROPY
Officer
40$64,849$526
STEVEN NEHERPRESIDENT
Trustee or director, Officer
1$0$0
JOHN STOLLVICE PRESIDENT
Trustee or director, Officer
1$0$0
RICK DEICHSECRETARY
Trustee or director, Officer
1$0$0
JAKE DAVISONTREASURER
Trustee or director, Officer
1$0$0
SUE OZBURNTRUSTEE
Trustee or director
1$0$0
BRYAN MARONEYTRUSTEE
Trustee or director
1$0$0
LINCOLN DENNYTRUSTEE
Trustee or director
1$0$0
KEITH GOEHNERTRUSTEE
Trustee or director
1$0$0
MAKRINA SHANBOURTRUSTEE
Trustee or director
1$0$0
KELLY ALLENTRUSTEE
Trustee or director
1$0$0
MARCELA COVARRUBIASTRUSTEE
Trustee or director
1$0$0
CAROL SPRINGERTRUSTEE
Trustee or director
1$0$0
CARIN SMITHTRUSTEE
Trustee or director
1$0$0
DON BRAWLEYTRUSTEE
Trustee or director
1$0$0
RENE BACATRUSTEE
Trustee or director
1$0$0
TRACEY KASNICTRUSTEE
Trustee or director
1$0$0
ANDREW JONESTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
526 N CHELAN AVE STE A, WENATCHEE, WA 98801-6696
Principal officer (990 for 2025)
SUZANNE CARTE'-COCROFT, 526 N CHELAN AVE SUITE A, WENATCHEE, WA 98801
Signed the 990
SUZANNE CARTE'-COCROFT, EXECUTIVE TRUSTEE
Phone
(509) 436-6275
Return prepared by
LARSON GROSS ADVISORS LLC

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $1,724,237 · grants $13,515

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
91-1075950
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E21)
Assets (IRS master file)
$27,026,097
Income (IRS master file)
$4,128,464

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$4,128,464$2,066,126$27,026,097XML
990December 2024$7,813,448$1,394,526$23,721,067XML
990December 2023$2,079,934$2,068,542$19,263,810XML
990December 2022$2,163,113$4,620,487$17,421,238IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1075950).

Questions about CONFLUENCE HEALTH FOUNDATION

What is the EIN of CONFLUENCE HEALTH FOUNDATION?
The employer identification number (EIN) of CONFLUENCE HEALTH FOUNDATION is 91-1075950.
Is CONFLUENCE HEALTH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to CONFLUENCE HEALTH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CONFLUENCE HEALTH FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CONFLUENCE HEALTH FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONFLUENCE HEALTH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of CONFLUENCE HEALTH FOUNDATION?
The 990 for the year ended December 31, 2025 names SUZANNE CARTE'-COCROFT.
Who are the officers and directors of CONFLUENCE HEALTH FOUNDATION?
The 990 for the year ended December 31, 2025 lists 18 people; 0 received compensation from the organization.
How much revenue does CONFLUENCE HEALTH FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $4,128,464, expenses of $2,066,126 and total assets of $27,026,097 at year end.

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