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Nonprofiteer
← EMPIRE HEALTH COMMUNITY ADVOCACY FUND

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 Kauffman

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Bill Bouten

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Luisita Francis

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Kim Pearman-Gillman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Thomas 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 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 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

  • CAPITAL PROJECT

  • RANGE MEDIA

    $150,000

    GENERAL OPERATIONS SUPPORT INCLUDING STORY FUND, SUPPORT EFFORT IN FUNDING DEVELOPMENT/LAUNCH OF THE DOCUMENTER'S PROGRAM

  • CAPITAL PROJECT

  • GENERAL OPERATIONS SUPPORT INCLUDING STORY FUND, SUPPORT EFFORT IN FUNDING A REPORTER/EDITOR TEAM

  • CAPITAL PROJECT

  • FYRE

    $50,000

    CAPITAL PROJECT

  • SPOKANE COMMUNITY AGAINST RACISM (SCAR)

    $40,000

    GENERAL OPERATIONS SUPPORT INCLUDING GENERAL ADMINISTRATION

  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413199349317201

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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