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Providence St Mary Foundation

Tax-deductible

Walla Walla, WA501(c)(3)Health Care EIN 45-2841492Revenue $1.5M in FY2024

On file with the IRSwashington.providence.org/donate401 W Poplar St, 99362-2846 · Walla Walla, WATax-exempt since Oct 2011Publicly supported charity — 170(b)(1)(A)(vi)

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501(c)(3) charity; gifts are tax-deductible.
59¢ of each $1 spent went to programs.
Run by 76 volunteers.
Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $416K a year · 28% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
59%
of spending
Worth a look: 59% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $8.2M in investments, Pt X · Ln 11–13
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $744K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$858K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 19 voting members
Looks good: 17 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
$1.5M
-28% vs prior year
Spent
$1.1M
To programs
59%
Net assets
$8.2M
By yearFY2020–FY2024
Revenue
$1.5M
FY2024▼ -28%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$1.2M
FY2023$2.0M
FY2024$1.5M
Expenses
$1.1M
FY2024▲ +54%
Tap a bar for its year
Expenses by fiscal year
FY2020$907K
FY2021$1.2M
FY2022$1.3M
FY2023$742K
FY2024$1.1M
Net assets
$8.2M
FY2024▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.1M
FY2021$6.9M
FY2022$5.3M
FY2023$7.3M
FY2024$8.2M

From the FY2024 Form 990 · 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: FY2024. IRS ruling in Oct 2011.

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

Where the money goes

59 cents of each dollar spent went to programs.

Program services 59% · $681K Management & general 41% · $464K

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

21 people listed on the 990.

Part VII, Section A · reportable compensation
Reza Kaleel
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Lacey Perry
Chief Philanthropy Off.
$0Pt VII · Sec A
Lindsey Oldridge
Frmr Off. - Dir Philanthropy
$0Pt VII · Sec A
$0Pt VII · Sec A
Kim McDaniels
Treasurer
$0Pt VII · Sec A
Pat Reay
Vice Chair
$0Pt VII · Sec A
Tom Baffney
Secretary
$0Pt VII · Sec A
See Providence St Mary Foundation executive salaries →

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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 15aNo

Programs and updates

Raises funds to support Providence St. Mary Medical Center and its healthcare services.

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Provided by the organization

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1 program · $681K · in their own filed words · FY2024
01

Schedule o

$681Kprogram expense

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 · FY2024
Providence Health & Services WashingtonFY2024$456K
Blue Mountain Community FoundationFY2024$278K
American Cancer Society INCFY2024$10K
Total grants receivedfrom 3 funders$744K
See all 3 funders →
Grants paid · 15 grants · $3.1M · 2020–2024
Providence Health & Services WashingtonWA · FY2024$633,676
Unitemized GrantFY2024$26,454
Unitemized GrantFY2024$21,000
Providence Health & Services WashingtonWA · FY2023$250,337
Unitemized GrantFY2023$21,705
Unitemized GrantFY2023$17,448
Unitemized GrantFY2023$1,276
Providence Health & Services WashingtonWA · FY2022$761,105
Unitemized GrantFY2022$18,291
Unitemized GrantFY2022$2,807
Providence Health & Services WashingtonWA · FY2021$757,790
Unitemized GrantFY2021$24,768
Unitemized GrantFY2021$15,750
Providence Health & Services WashingtonWA · FY2020$567,514
Unitemized GrantFY2020$20,000

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.5M
Ln 12
Gifts and grantsLn 1h$1.4M
Investment incomeLn 3$63K
Other incomeLn 4–11$1K
Money outPt IX
$1.1M
Ln 25
Programscol B$681K
Managementcol C$464K
Owns and owesPt X
$8.2M
net assets · Ln 32
Cash and savingsLn 1–2$150K
Total assetsLn 16$9.1M
LiabilitiesLn 26$858K
PeoplePt VI, VII
21
listed · VII A
PaidVII A0
Voting boardVI 1a19
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Fundraising eventsLn 1c$57K
Investment incomeLn 3$63K
Other incomeLn 4–11$1K
Gains on assetsLn 7−$114K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$150K
Cash and savings togetherLn 1–2$150K
InvestmentsLn 11–13$8.2M
Other assetsLn 15$669K
Total assetsLn 16$9.1M
LiabilitiesLn 26$858K
Net assetsLn 32$8.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 676
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$859K$150K
InvestmentsLn 11–13$6.0M$8.2M
Total assetsLn 16$7.6M$9.1M
LiabilitiesLn 26$240K$858K
Net assetsLn 32$7.3M$8.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$634K$634K
Grants to domestic individualsLn 2$47K$47K
Other salaries and wagesLn 7$344K$344K
Pension plan contributionsLn 8$4K$4K
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$25K$25K
Investment management feesLn 11f$32K$32K
Other fees for servicesLn 11g$979$979
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$7K$7K
OccupancyLn 16$20K$20K
TravelLn 17$909$909
Other expenses (24a–d)Ln 24$19K$19K
Total functional expensesLn 25$1.1M$681K$464K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.5M$1.1M$326K$8.2M 990 PDF
FY2023 $2.0M$742K$1.3M$7.3M 990 PDF
FY2022 $1.2M$1.3M−$127K$5.3M 990 PDF
FY2021 $1.4M$1.2M$203K$6.9M 990 PDF
FY2020 $1.3M$907K$384K$6.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,471,356 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,725,222$1,407,744
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $310,690$62,565
I-11 Other revenuePrior year −$1,595$1,047
I-12 Total revenuePrior year $2,034,317$1,471,356
I-13 Grants and similar amounts paidPrior year $290,766$681,130
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $347,785$375,406
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $103,863$88,509
I-18 Total expensesPrior year $742,414$1,145,045
I-19 Revenue less expensesPrior year $1,291,903$326,311
Part VI · Governance 17 of 19 board members independent, 1 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members17
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,471,356 across 8 lines filed
VIII-1c Fundraising events$56,650
VIII-1d Related organizations$455,896
VIII-1f All other contributions, gifts and grants$895,198
VIII-1h Total contributions, gifts and grants$1,407,744
VIII-3 Investment incomeExcluded from tax $176,076$176,076
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$113,511−$113,511
VIII-8 Net income from fundraising eventsExcluded from tax $1,047$1,047
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $63,612$1,471,356
Part IX · Statement of functional expenses $1,145,045 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $633,676$633,676
IX-2 Grants to domestic individualsPrograms $47,454$47,454
IX-7 Other salaries and wagesManagement $344,166$344,166
IX-8 Pension plan contributionsManagement $3,803$3,803
IX-9 Other employee benefitsManagement $2,802$2,802
IX-10 Payroll taxesManagement $24,635$24,635
IX-11f Investment management feesManagement $31,960$31,960
IX-11g Other fees for servicesManagement $979$979
IX-12 Advertising and promotionManagement $8,549$8,549
IX-13 Office expensesManagement $6,602$6,602
IX-16 OccupancyManagement $20,324$20,324
IX-17 TravelManagement $909$909
IX-24 Other expenses (24a–d)Management $19,186$19,186
IX-25 Total functional expensesPrograms $681,130 · Management $463,915 · Fundraising $0$1,145,045
Part X · Balance sheet $9,084,438 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $858,631$149,908
X-3 Pledges and grants receivableStart of year $91,657$85,560
X-11 Publicly traded securitiesStart of year $6,008,662$8,179,918
X-15 Other assetsStart of year $602,554$669,052
X-16 Total assetsStart of year $7,561,504$9,084,438
X-17 Accounts payable and accrued expensesStart of year −$844$0
X-25 Other liabilitiesStart of year $240,437$857,744
X-26 Total liabilitiesStart of year $239,593$857,744
X-27 Net assets without donor restrictionsStart of year $2,590,140$3,070,628
X-28 Net assets with donor restrictionsStart of year $4,731,771$5,156,066
X-32 Total net assets or fund balancesStart of year $7,321,911$8,226,694
X-33 Total liabilities and net assetsStart of year $7,561,504$9,084,438
Part XI · Reconciliation of net assets $8,226,694 net assets at year end
XI-1 Total revenue$1,471,356
XI-2 Total expenses$1,145,045
XI-3 Revenue less expenses$326,311
XI-4 Net assets at start of year$7,321,911
XI-5 Net unrealized gains (losses) on investments$640,977
XI-9 Other changes in net assets−$62,505
XI-10 Net assets at end of year$8,226,694

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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