Core Health FY2021 filing

Tax-deductible

Longview, WA501(c)(3)Since 2017Mental HealthEIN 82-2081669Revenue $11.6M in FY2021

On file with the IRScorehealthwa.org748 14th Ave, 98632-2315 · Longview, WATax-exempt since Nov 2017Hospital or medical research org — 170(b)(1)(A)(iii)

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To provide comprehensive, integrated behavioral Health services that promote the Health and quality of life. Strive to create and maintain an environment that is warm and welcoming, values diversity and difference, provides safety, and promotes whole Health by supporting individuals and families along their recovery journey.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$83K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.9M a year · 14% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$83K
to officers and key staff · 0.9% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
32% of total assets
Looks good: liabilities are 32% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.6M
+47% vs prior year
Spent
$9.2M
To programs
99%
Net assets
$5.5M
By yearFY2020–FY2025
Revenue
$11.6M
FY2021▲ +47%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.9M
FY2021$11.6M
FY2022$12.7M
FY2024$15.9M
FY2025$18.9M
Expenses
$9.2M
FY2021▲ +55%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.9M
FY2021$9.2M
FY2022$10.5M
FY2024$15.1M
FY2025$16.8M
Net assets
$5.5M
FY2021▲ +79%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$5.5M
FY2022$7.7M
FY2024$9.7M
FY2025$11.7M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2017.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $9.1M Management & general 1% · $118K

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

9 people listed on the 990; $83K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Di
$82,850Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Frank Morrison’s $154K as Executive Director is at the 10th percentile of top reported officer pay among 746 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2022FY2021FY2020
Frank Morrison$154,085$89,167$92,920$82,850$92,150
Laura Shellman$146,525$136,040———
Briana Hall$128,017————
Jordan Wisdom$114,185————
Marci Taylor$107,615————
Katherine Allen$103,600————
Taunya Franklin-Stapf—$102,137———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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

Offers integrated behavioral health services to promote well-being and recovery for individuals and families.

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Provided by the organization

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1 program · $9.1M · in their own filed words · FY2020
01

Mental health services provided to homeless and low income individuals in southwest washington.

$9.1Mprogram 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
Total grants receivedfrom 1 funder$20K
Grants paid · 2 grants · $294K · 2023–2023
Community House on BroadwayWA · FY2023$277,332
1414 ClubWA · FY2023$16,195

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$11.6M
Ln 12
Gifts and grantsLn 1h$11.5M
Other incomeLn 4–11$58K
Investment incomeLn 3$5K
Money outPt IX
$9.2M
Ln 25
Programscol B$9.1M
Managementcol C$118K
Owns and owesPt X
$5.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.7M
Total assetsLn 16$8.0M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.5M
Investment incomeLn 3$5K
Other incomeLn 4–11$58K
Total revenueLn 12$11.6M
Assets in detailPt X, end of year
CashLn 1$2.7M
Cash and savings togetherLn 1–2$2.7M
Land, buildings, equipmentLn 10c$3.6M
Other assetsLn 15$8K
Total assetsLn 16$8.0M
LiabilitiesLn 26$2.5M
Net assetsLn 32$5.5M
OperationsPt I, VI
EmployeesI 5281
VolunteersI 610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.4M$2.7M
Land, buildings, equipmentLn 10c$705K$3.6M
Total assetsLn 16$3.5M$8.0M
LiabilitiesLn 26$483K$2.5M
Net assetsLn 32$3.0M$5.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$83K$42K$41K
Other salaries and wagesLn 7$5.3M$5.3M
Other employee benefitsLn 9$690K$689K$1K
Payroll taxesLn 10$454K$450K$4K
Management feesLn 11a$26K$13K$13K
Accounting feesLn 11c$65K$33K$33K
Other fees for servicesLn 11g$419K$419K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$77K$77K
OccupancyLn 16$316K$316K
TravelLn 17$28K$28K
Conferences, conventions and meetingsLn 19$3K$3K
Depreciation, depletion and amortizationLn 22$51K$51K
InsuranceLn 23$54K$27K$27K
Other expenses (24a–d)Ln 24$1.1M$1.1M
All other expensesLn 24e$522K$522K
Total functional expensesLn 25$9.2M$9.1M$118K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $18.9M$16.8M$2.0M$11.7M 990 PDF
FY2024 $15.9M$15.1M$802K$9.7M 990 PDF
FY2023 Not on file
FY2022 $12.7M$10.5M$2.2M$7.7M 990 PDF
FY2021 Viewing $11.6M$9.2M$2.4M$5.5M 990 PDF
FY2020 $7.9M$5.9M$1.9M$3.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $11,602,639 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,243,391$11,540,147
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,022$4,510
I-11 Other revenuePrior year $641,379$57,982
I-12 Total revenuePrior year $7,886,792$11,602,639
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $4,496,167$6,512,425
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,447,470$2,692,291
I-18 Total expensesPrior year $5,943,637$9,204,716
I-19 Revenue less expensesPrior year $1,943,155$2,397,923
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
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
Part VIII · Statement of revenue $11,602,639 across 5 lines filed
VIII-1f All other contributions, gifts and grants$11,540,147
VIII-1h Total contributions, gifts and grants$11,540,147
VIII-3 Investment incomeRelated to mission $4,510$4,510
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $57,982$57,982
VIII-12 Total revenueRelated to mission $4,510 · Excluded from tax $57,982$11,602,639
Part IX · Statement of functional expenses $9,204,716 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $42,252 · Management $40,598$82,850
IX-7 Other salaries and wagesPrograms $5,285,935$5,285,935
IX-9 Other employee benefitsPrograms $688,579 · Management $1,271$689,850
IX-10 Payroll taxesPrograms $450,068 · Management $3,722$453,790
IX-11a Management feesPrograms $13,167 · Management $13,168$26,335
IX-11c Accounting feesPrograms $32,673 · Management $32,673$65,346
IX-11g Other fees for servicesPrograms $418,775$418,775
IX-12 Advertising and promotionPrograms $1,437$1,437
IX-13 Office expensesPrograms $77,114$77,114
IX-16 OccupancyPrograms $315,874$315,874
IX-17 TravelPrograms $28,100$28,100
IX-19 Conferences, conventions and meetingsPrograms $2,513$2,513
IX-22 Depreciation, depletion and amortizationPrograms $50,745$50,745
IX-23 InsurancePrograms $26,868 · Management $26,868$53,736
IX-24 Other expenses (24a–d)Programs $1,129,878$1,129,878
IX-24e All other expensesPrograms $522,438$522,438
IX-25 Total functional expensesPrograms $9,086,416 · Management $118,300 · Fundraising $0$9,204,716
Part X · Balance sheet $7,990,853 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $2,365,330$2,711,101
X-4 Accounts receivableStart of year $439,204$1,644,025
X-9 Prepaid expenses and deferred chargesStart of year $10,821$13,110
X-10c Land, buildings and equipment, netStart of year $705,185$3,614,657
X-15 Other assetsStart of year $5,500$7,960
X-16 Total assetsStart of year $3,526,040$7,990,853
X-17 Accounts payable and accrued expensesStart of year $154,506$106,824
X-25 Other liabilitiesStart of year $328,150$2,431,110
X-26 Total liabilitiesStart of year $482,656$2,537,934
X-27 Net assets without donor restrictionsStart of year $3,043,384$5,452,919
X-32 Total net assets or fund balancesStart of year $3,043,384$5,452,919
X-33 Total liabilities and net assetsStart of year $3,526,040$7,990,853
Part XI · Reconciliation of net assets $5,452,919 net assets at year end
XI-1 Total revenue$11,602,639
XI-2 Total expenses$9,204,716
XI-3 Revenue less expenses$2,397,923
XI-4 Net assets at start of year$3,043,384
XI-9 Other changes in net assets$11,612
XI-10 Net assets at end of year$5,452,919

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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