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← EMPLOYEE COMMUNITY FOUNDATION OPTUM WASHINGTON

Form 990 for tax year 2023

Filed by EMPLOYEE COMMUNITY FOUNDATION OPTUM WASHINGTON.

Totals

Total revenue
$145,878
Total expenses
$204,103
Contributions and grants received
$144,778
Grants paid
$198,900
Program service revenue
$0
Investment income
$1,100
Other revenue
$0
Total assets, end of year
$192,543
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$192,543
Program services expenses (Part IX)
$198,900
Management and general expenses
$5,113
Fundraising expenses
$90
Program service expenses (Part III)
$198,900

Program services were 97.5% 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.

  • 1d · Related organizations

    $144,778

  • 3 · Investment income

    total $1,100 · excluded $1,100

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $196,500 · program services $196,500

  • 2 · Grants to domestic individuals

    total $2,400 · program services $2,400

  • 11c · Fees: accounting

    total $4,620 · management and general $4,620

  • 12 · Advertising and promotion

    total $90 · fundraising $90

  • 13 · Office expenses

    total $61 · management and general $61

  • 19 · Conferences, conventions and meetings

    total $432 · management and general $432

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $225,452 · end of year $171,229

  • 2 · Savings and temporary cash investments

    beginning of year $20,214 · end of year $21,314

  • 3 · Pledges and grants receivable

    beginning of year $12,117 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,015 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $250,768 · end of year $192,543

Mission and programs · 2023

Mission

THE GOAL OF THE FOUNDATION IS TO PROVIDE ONGOING PHILANTHROPIC SUPPORT TO CHARITABLE ORGANIZATIONS IN SNOHOMISH COUNTY.

Activities or mission (Part I)

TO PROVIDE ONGOING PHILANTHROPIC SUPPORT TO CHARITABLE ORGANIZATIONS IN SNOHOMISH COUNTY.

  • PROVIDE DONATIONS AND GRANTS TO OTHER EXEMPT ORGANIZATIONS.

    Expenses $198,900 · Grants $198,900

As filed on the 2023 return.

Listed in Part VII

  • Dr Srilatha Shoroff

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25 + 40 related

  • Connie Wittren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Amanda Stanfield

    DIRECTOR (THRU 5/23)

    Total calculated
    $0
    Hours/week
    0.25

  • Dr Christopher Hempel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 40 related

  • Deanna Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 40 related

  • Amanda Jakositz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 40 related

  • Melanie Acklin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 40 related

  • Sanjiv Kashyap

    DIRECTOR (THRU 5/23)

    Total calculated
    $0
    Hours/week
    0.25

  • Sheryl Espeseth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • NPN IPA WASHINGTON PLLC

    MEDICAL SERVICES · WA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE EVERETT CLINIC

    C · MEDICAL SERVICES · WA

  • EVERETT PHYSICIANS INC

    C · MEDICAL SERVICES · WA

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2024
IRS schema version
2023v5.0
Source object
202401359349310530

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