Form 990 for tax year 2023
Filed by EMPIRE HEALTH COMMUNITY ADVOCACY FUND.
Totals
- Total revenue
- $51,395
- Total expenses
- $1,531,582
- Contributions and grants received
- $0
- Grants paid
- $1,108,664
- Program service revenue
- $0
- Investment income
- $51,395
- Other revenue
- $0
- Total assets, end of year
- $19,787,536
- Total liabilities, end of year
- $37,156
- Net assets or fund balances, end of year
- $19,750,380
- Program services expenses (Part IX)
- $1,232,249
- Management and general expenses
- $299,333
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,232,249
Program services were 80.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $356,691 · excluded $356,691
-
7a · Gross sales of assets other than inventory
securities $28,884,418
-
7b · Less cost or other basis and sales expenses
securities $29,189,714
-
7c · Gain or loss
securities -$305,296
-
7d · Net gain or loss
total -$305,296 · excluded -$305,296
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,108,664 · program services $1,108,664
-
5 · Compensation of officers, directors and key employees
total $32,206 · program services $111 · management and general $32,095
-
7 · Other salaries and wages
total $145,622 · program services $7,073 · management and general $138,549
-
8 · Pension plan contributions
total $10,111 · program services $1,079 · management and general $9,032
-
9 · Other employee benefits
total $35,217 · program services $1,727 · management and general $33,490
-
10 · Payroll taxes
total $16,868 · program services $852 · management and general $16,016
-
11a · Fees: management
total $17,579 · management and general $17,579
-
11c · Fees: accounting
total $4,043 · management and general $4,043
-
11f · Fees: investment management
total $21,473 · management and general $21,473
-
11g · Fees: other
total $25,053 · program services $22,696 · management and general $2,357
-
12 · Advertising and promotion
total $3,458 · management and general $3,458
-
13 · Office expenses
total $4,185 · program services $32 · management and general $4,153
-
17 · Travel
total $1,096 · management and general $1,096
-
19 · Conferences, conventions and meetings
total $75,842 · program services $72,834 · management and general $3,008
-
21 · Payments to affiliates
total $2,187 · program services $28 · management and general $2,159
-
23 · Insurance
total $4,534 · management and general $4,534
-
24a · Other expenses: CONSULTING
total $20,950 · program services $17,000 · management and general $3,950
-
24b · Other expenses: MEALS AND CATERING
total $1,674 · program services $153 · management and general $1,521
-
24c · Other expenses: BANK AND CREDIT CARD FE
total $733 · management and general $733
-
24e · All other expenses
total $87 · management and general $87
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $51,813 · end of year $88,983
-
2 · Savings and temporary cash investments
beginning of year $1,910,384 · end of year $1,332,905
-
4 · Accounts receivable
beginning of year $200,000
-
9 · Prepaid expenses and deferred charges
beginning of year $359 · end of year $380
-
11 · Investments: publicly traded securities
beginning of year $16,705,803 · end of year $18,319,737
-
15 · Other assets
beginning of year $27,153 · end of year $45,531
-
17 · Accounts payable and accrued expenses
beginning of year $48,768 · end of year $37,156
-
27 · Net assets without donor restrictions
beginning of year $17,716,905 · end of year $19,033,380
-
28 · Net assets with donor restrictions
beginning of year $1,129,839 · end of year $717,000
Mission and programs · 2023
Mission
PROMOTE IMPROVED HEALTH CARE ACCESS; PROMOTE HEALTH PROFESSIONS EDUCATION; PROMOTE COMMUNITY HEALTH/WELLNESS; PROMOTE ENHANCED HEALTHCARE THROUGH RESEARCH; IMPROVE PUBLIC POLICY DISCOURSE FOR SOLUTIONS TO LOCAL HEALTH CHALLENGES.
Activities or mission (Part I)
PROMOTE IMPROVED HEALTH CARE ACCESS, EDUCATION, COMMUNITY HEALTH/WELLNESS, AND RESEARCH.
-
THROUGH THE COMMUNITY STORY FUND, THE ORGANIZATION ENGAGES A DIVERSE SET OF COMMUNITY PARTNERS, FROM ACROSS ITS REGION, IN A STORY-TELLING PROJECT. SPECIFICALLY, THE ORGANIZATION RESOURCES COMMUNITIES TO TELL A SPECIFIC STORY ABOUT THEIR IDENTITY, STRENGTHS, NEEDS, AND/OR VISION. PAST, PRESENT, OR FUTURE, THESE STORIES PROVIDE CRITICAL INFORMATION ABOUT WHERE THE ORGANIZATION AND OTHERS MIGHT BUILD DEEPER AND AUTHENTIC RELATIONSHIP WITH COMMUNITIES, INVEST IN COMMUNITY-DEFINED CAPACITY, OR MORE EFFECTIVELY SUPPORT AN ADVOCACY AGENDA DRIVEN BY COMMUNITY VISION. GRANT FUNDS RECEIVED ORGINALLY IN 2020, WITH RENEWED FUNDING IN 2021 TO CONTINUE THE WORK IN 2022 AND BEYOND. ELEVEN GRANTS WERE GIVEN IN THE CURRENT YEAR TO ORGANIZATIONS TO SUPPORT GENERAL OPERATION.
Expenses $418,045 · Grants $310,314
-
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
Expenses $403,000 · Grants $403,000
-
ENHANCING HEALTH CARE AND RELATED PUBLIC POLICY DISCOURSE ON A STATE AND LOCAL LEVEL, WITH A LENS OF HEALTH EQUITY. ONE GRANT TO A POLITICAL ACTION COMMITTEE IN RECOGNITION OF THE PAC COMMITMENT TO ADDRESSING SYSTEMIC INEQUITIES AND INJUSTICE IMPACTING UNDERREPRESENTED COMMUNITIES IN THE INLAND NORTHWEST
Expenses $240,500 · Grants $240,500
-
OTHER GENERAL CHARITABLE WORK: ANY WORK THAT GENERALLY SATISFIES THE NONPROFIT MISSION OF THE ORGANIZATION. TEN GRANTS TO NINE ORGANIZATIONS TO SUPPORT GENERAL OPERATING EXPENSES, EIGHT SPONSORSHIPS TO SUPPORT COMMUNITY EVENTS.
Expenses $170,704 · Grants $154,850
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jo Ann KauffmanJO ANN KAUFFMAN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Bill BoutenBILL BOUTEN
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Luisita FrancisLUISITA FRANCIS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Kim Pearman-GillmanKIM PEARMAN-GILLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Thomas E SmithTHOMAS E SMITH
PRESIDENT
- Total calculated
- $344,153
- From this org
- $17,843
- From related orgs
- $263,531
- Other
- $62,779
- Hours/week
- 2.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $17,843 + $263,531 related
- Bonus
- $0
- Other
- $0
- Deferred
- $1,072 + $3,730 related
- Nontaxable benefits
- $2,912 + $55,065 related
- Filer's total
- $21,827 + $322,326 related
-
Lily H ZhangLILY H ZHANG
CHIEF FINANCIAL OFFICER
- Total calculated
- $222,090
- From this org
- $8,767
- From related orgs
- $175,652
- Other
- $37,671
- Hours/week
- 1.9 + 38.1 related
Schedule J breakdown matched by us
- Base
- $8,366 + $167,532 related
- Bonus
- $401 + $8,120 related
- Other
- $0
- Deferred
- $529 + $5,021 related
- Nontaxable benefits
- $1,083 + $31,038 related
- Filer's total
- $10,379 + $211,711 related
-
Jonathan TeetersJONATHAN TEETERS
POLICY DIRECTOR
- Total calculated
- $144,648
- From this org
- $110,904
- From related orgs
- $0
- Other
- $33,744
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE PRESIDENT'S COMPENSATION IS SET BY EMPIRE HEALTH FOUNDATION. THE FOLLOWING ARE USED BY EMPIRE HEALTH FOUNDATION TO SET THE PRESIDENT'S COMPENSATION: A) COMPENSATION COMMITTEE B) WRITTEN EMPLOYMENT CONTRACT C) COMPENSATION SURVEY OR STUDY D) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
JUSTICE NOT JAILS
$240,500
CONTRIBUTION TO ADDRESS SYSTEMIC INEQUITIES IN THE JUSTICE SYSTEM
-
$200,000
CAPITAL PROJECT
-
RANGE MEDIA
$150,000
GENERAL OPERATIONS SUPPORT INCLUDING STORY FUND, SUPPORT EFFORT IN FUNDING DEVELOPMENT/LAUNCH OF THE DOCUMENTER'S PROGRAM
-
$100,000
CAPITAL PROJECT
-
$100,000
GENERAL OPERATIONS SUPPORT INCLUDING STORY FUND, SUPPORT EFFORT IN FUNDING A REPORTER/EDITOR TEAM
-
$53,000
CAPITAL PROJECT
-
$50,000
CAPITAL PROJECT
-
SPOKANE COMMUNITY AGAINST RACISM (SCAR)
$40,000
GENERAL OPERATIONS SUPPORT INCLUDING GENERAL ADMINISTRATION
-
$20,350
GENERAL OPERATIONS SUPPORT INCLUDING GENERAL ADMINISTRATION, SUPPORT THE TRAING
-
GENERAL OPERATIONS SUPPORT INCLUDING GENERAL ADMINISTRATION
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PRIVATE GRANTMAKING FOUNDATION · WA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413199349317201
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