Confluence Health Foundation

Tax-deductible

Wenatchee, WA501(c)(3)Since 1979HospitalsEIN 91-1075950

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To develop successful fundraising programs to support Confluence Health and affiliates.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
Run by 22 volunteers.
Mission: Form 990 Part I, line 1 · 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 $1.5M a year · 42% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 7.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $683K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$662K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.8M
+276% vs prior year
Spent
$1.4M
To programs
71%
Net assets
$23.1M
By yearFY2020–FY2024
Revenue
$7.8M
FY2024▲ +276%
Revenue by fiscal year
FY2020$2.9M
FY2021$2.7M
FY2022$2.2M
FY2023$2.1M
FY2024$7.8M
Expenses
$1.4M
FY2024▼ -33%
Expenses by fiscal year
FY2020$1.0M
FY2021$1.2M
FY2022$4.6M
FY2023$2.1M
FY2024$1.4M
Net assets
$23.1M
FY2024▲ +27%
Net assets by fiscal year
FY2020$16.8M
FY2021$18.9M
FY2022$16.2M
FY2023$18.2M
FY2024$23.1M

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 Aug 1979.

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

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $987K Management & general 17% · $233K Fundraising 13% · $175K

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

17 people listed on the 990.

Part VII, Section A · reportable compensation
Executive Trustee
$0Pt VII · Sec A
Trustee/ President
$0Pt VII · Sec A
Trustee/ Vice President
$0Pt VII · Sec A
Trustee/ Secretary
$0Pt VII · Sec A
Trustee/ Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A

Abel Noah’s $213K as VP of Philanthropy is at the 75th percentile of top reported officer pay among 3129 $1–10M health care 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 · 2 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Abel Noah$212,961$220,963$193,970$173,060
Suzanne Carte-Cocroft$64,849———

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.

See Confluence Health 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

Builds successful fundraising programs to support healthcare services.

Provided by the organization

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1 program · $987K · in their own filed words · FY2024
01

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.

$987Kprogram 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
See all 8 funders →
Grants paid · 14 grants · $4.5M · 2020–2024
Unitemized GrantFY2024$95,348
Unitemized GrantFY2023$185,765
Unitemized GrantFY2023$106,744
Confluence HealthWA · FY2022$3,247,550
Unitemized GrantFY2022$132,467
Unitemized GrantFY2022$52,686
Confluence HealthWA · FY2021$201,754
Unitemized GrantFY2021$113,974
Unitemized GrantFY2021$57,178
Confluence HealthWA · FY2020$108,206
Unitemized GrantFY2020$83,660
Unitemized GrantFY2020$36,162

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$7.8M
Ln 12
Gifts and grantsLn 1h$6.9M
Investment incomeLn 3$908K
Other incomeLn 4–11$33K
Money outPt IX
$1.4M
Ln 25
Programscol B$987K
Managementcol C$233K
Fundraisingcol D$175K
Owns and owesPt X
$23.1M
net assets · Ln 32
Cash and savingsLn 1–2$899K
Total assetsLn 16$23.7M
LiabilitiesLn 26$662K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.9M
Noncash giftsLn 1g$4.4M
Fundraising eventsLn 1c$60K
Investment incomeLn 3$908K
Other incomeLn 4–11$33K
Total revenueLn 12$7.8M
Assets in detailPt X, end of year
CashLn 1$899K
Cash and savings togetherLn 1–2$899K
InvestmentsLn 11–13$22.6M
Other assetsLn 15$176K
Total assetsLn 16$23.7M
LiabilitiesLn 26$662K
Net assetsLn 32$23.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 622
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$314K$899K
InvestmentsLn 11–13$16.2M$22.6M
Total assetsLn 16$19.3M$23.7M
LiabilitiesLn 26$1.1M$662K
Net assetsLn 32$18.2M$23.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$95K$95K
Pay of current officers, directors and key staffLn 5$301K$121K$105K$75K
Other salaries and wagesLn 7$167K$67K$59K$42K
Other employee benefitsLn 9$43K$17K$15K$11K
Accounting feesLn 11c$107K$43K$37K$27K
Other fees for servicesLn 11g$49K$38K$5K$6K
Office expensesLn 13$34K$26K$3K$4K
Other expenses (24a–d)Ln 24$598K$580K$8K$10K
Total functional expensesLn 25$1.4M$987K$233K$175K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $7.8M$1.4M$6.4M$23.1M 990 PDF
FY2023 $2.1M$2.1M$11K$18.2M 990 PDF
FY2022 $2.2M$4.6M−$2.5M$16.2M 990 PDF
FY2021 $2.7M$1.2M$1.5M$18.9M 990 PDF
FY2020 $2.9M$1.0M$1.9M$16.8M 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 FY2024 990 (4 parts)
Part VIII · Statement of revenue $7,813,448 across 8 lines filed
VIII-1c Fundraising events$60,276
VIII-1f All other contributions, gifts and grants$6,812,838
VIII-1g Noncash contributions (included above)$4,352,938
VIII-1h Total contributions, gifts and grants$6,873,114
VIII-3 Investment incomeExcluded from tax $907,582$907,582
VIII-8 Net income from fundraising eventsExcluded from tax $24,717$24,717
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $8,035$8,035
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $940,334$7,813,448
Part IX · Statement of functional expenses $1,394,526 across 8 lines filed
IX-2 Grants to domestic individualsPrograms $95,348$95,348
IX-5 Pay of current officers, directors and key staffPrograms $120,552 · Management $105,483 · Fundraising $75,345$301,380
IX-7 Other salaries and wagesPrograms $66,875 · Management $58,515 · Fundraising $41,797$167,187
IX-9 Other employee benefitsPrograms $17,257 · Management $15,100 · Fundraising $10,786$43,143
IX-11c Accounting feesPrograms $42,847 · Management $37,491 · Fundraising $26,780$107,118
IX-11g Other fees for servicesPrograms $38,007 · Management $4,873 · Fundraising $5,847$48,727
IX-13 Office expensesPrograms $26,146 · Management $3,343 · Fundraising $4,021$33,510
IX-24 Other expenses (24a–d)Programs $579,700 · Management $8,387 · Fundraising $10,026$598,113
IX-25 Total functional expensesPrograms $986,732 · Management $233,192 · Fundraising $174,602$1,394,526
Part X · Balance sheet $23,721,067 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $314,288$898,759
X-3 Pledges and grants receivableStart of year $174,192$72,498
X-11 Publicly traded securitiesStart of year $16,201,724$22,574,234
X-15 Other assetsStart of year $57,337$175,576
X-16 Total assetsStart of year $19,263,810$23,721,067
X-17 Accounts payable and accrued expensesStart of year $94,398$87,826
X-18 Grants payableStart of year $377,360$0
X-25 Other liabilitiesStart of year $245,452$237,420
X-26 Total liabilitiesStart of year $1,076,601$662,231
X-27 Net assets without donor restrictionsStart of year $16,484,635$20,563,367
X-28 Net assets with donor restrictionsStart of year $1,702,574$2,495,469
X-32 Total net assets or fund balancesStart of year $18,187,209$23,058,836
X-33 Total liabilities and net assetsStart of year $19,263,810$23,721,067
Part XI · Reconciliation of net assets $23,058,836 net assets at year end
XI-1 Total revenue$7,813,448
XI-2 Total expenses$1,394,526
XI-3 Revenue less expenses$6,418,922
XI-4 Net assets at start of year$18,187,209
XI-5 Net unrealized gains (losses) on investments$841,747
XI-8 Prior period adjustments−$2,389,042
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$23,058,836

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

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