Skip to content
Nonprofiteer
← EMPIRE HEALTH COMMUNITY ADVOCACY FUND

Form 990 for tax year 2024

Filed by EMPIRE HEALTH COMMUNITY ADVOCACY FUND.

Totals

Total revenue
$1,356,161
Total expenses
$1,274,232
Contributions and grants received
$250,000
Grants paid
$676,339
Program service revenue
$0
Investment income
$1,106,161
Other revenue
$0
Total assets, end of year
$21,508,131
Total liabilities, end of year
$269,087
Net assets or fund balances, end of year
$21,239,044
Program services expenses (Part IX)
$847,651
Management and general expenses
$426,581
Fundraising expenses
$0
Program service expenses (Part III)
$847,651

Program services were 66.5% 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.

  • 1f · All other contributions, gifts and grants

    $250,000

  • 3 · Investment income

    total $384,931 · excluded $384,931

  • 7a · Gross sales of assets other than inventory

    securities $5,274,388

  • 7b · Less cost or other basis and sales expenses

    securities $4,553,158

  • 7c · Gain or loss

    securities $721,230

  • 7d · Net gain or loss

    total $721,230 · excluded $721,230

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $676,339 · program services $676,339

  • 5 · Compensation of officers, directors and key employees

    total $58,797 · management and general $58,797

  • 7 · Other salaries and wages

    total $154,076 · management and general $154,076

  • 8 · Pension plan contributions

    total $8,527 · management and general $8,527

  • 9 · Other employee benefits

    total $36,921 · management and general $36,921

  • 10 · Payroll taxes

    total $20,787 · management and general $20,787

  • 11b · Fees: legal

    total $2,000 · management and general $2,000

  • 11c · Fees: accounting

    total $4,880 · management and general $4,880

  • 11f · Fees: investment management

    total $23,517 · management and general $23,517

  • 11g · Fees: other

    total $19,357 · program services $18,000 · management and general $1,357

  • 13 · Office expenses

    total $1,642 · management and general $1,642

  • 14 · Information technology

    total $3,636 · management and general $3,636

  • 16 · Occupancy

    total $1,449 · management and general $1,449

  • 18 · Travel or entertainment for public officials

    total $13,130 · management and general $13,130

  • 19 · Conferences, conventions and meetings

    total $174,302 · program services $122,562 · management and general $51,740

  • 21 · Payments to affiliates

    total $4,561 · management and general $4,561

  • 23 · Insurance

    total $4,554 · management and general $4,554

  • 24a · Other expenses: CONSULTING

    total $64,788 · program services $30,750 · management and general $34,038

  • 24b · Other expenses: BANK AND CREDIT CARD FE

    total $969 · management and general $969

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $88,983 · end of year $1,432,619

  • 2 · Savings and temporary cash investments

    beginning of year $1,332,905 · end of year $25,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $380 · end of year $381

  • 11 · Investments: publicly traded securities

    beginning of year $18,319,737 · end of year $20,001,127

  • 15 · Other assets

    beginning of year $45,531 · end of year $49,004

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,156 · end of year $59,087

  • 18 · Grants payable

    end of year $210,000

  • 27 · Net assets without donor restrictions

    beginning of year $19,033,380 · end of year $20,522,044

  • 28 · Net assets with donor restrictions

    beginning of year $717,000 · end of year $717,000

Mission and programs · 2024

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. SIX GRANTS WERE GIVEN IN THE CURRENT YEAR TO ORGANIZATIONS TO SUPPORT GENERAL OPERATION.

    Expenses $292,062 · Grants $125,326

  • OTHER GENERAL CHARITABLE WORK: ANY WORK THAT GENERALLY SATISFIES THE NONPROFIT MISSION OF THE ORGANIZATION. TWENTY GRANTS TO SIXTEEN ORGANIZATIONS TO SUPPORT GENERAL OPERATING EXPENSES.

    Expenses $284,789 · Grants $280,713

  • THE OBJECTIVE OF THE C4 PROGRAM IS TO FOSTER A SPACE FOR A LEARNING COMMUNITY FOR INDIVIDUALS IN SPOKANE TO ACTUALIZE POLICY-LEVEL WORK IN THE FORM OF COMMUNITY ADVOCACY/BASE-BUILDING, C4S, AND POLITICAL ACTION COMMITTEES (PACS). EIGHTEEN GRANTS TO THIRTEEN ORGANIZATIONS WERE GIVEN IN THE CURRENT YEAR TO SUPPORT THE PEOPLE & POLICY PROJECT.

    Expenses $168,800 · Grants $168,300

  • VOTER EDUCATION AND ENGAGEMENT GRANTS ACTIVITIES INCLUDE CANDIDATE ENDORSEMENTS AND OPPOSITION, ADVOCACY FOR SPECIFIC LEGISLATION AND POLICY POSITIONS, PARTISAN VOTER GUIDES, TARGETED GET-OUT-THE-VOTE CAMPAIGNS, AND COALITION BUILDING AND GRASSROOTS LOBBYING. EIGHT GRANTS WERE GIVEN IN THE CURRENT YEAR TO ORGANIZATIONS TO SUPPORT VOTER EDUCATION AND ENGAGEMENT.

    Expenses $92,000 · Grants $92,000

  • 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 $10,000 · Grants $10,000

As filed on the 2024 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

  • BILL BOUTEN

    BOARD VICE CHAIR (THRU 01/24)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • LUISITA FRANCIS

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • KIM PEARMAN-GILLMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • SKYLER LOVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DEAN MARTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • SHELLY WYNECOOP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • THOMAS E SMITH

    PRESIDENT

    Total calculated
    $351,793
    From this org
    $38,529
    From related orgs
    $251,991
    Other
    $61,273
    Hours/week
    5.3 + 34.7 related

    Schedule J breakdown matched by us

    Base
    $38,529 + $238,541 related
    Bonus
    $0 + $13,450 related
    Other
    $0
    Deferred
    $2,425 + $15,014 related
    Nontaxable benefits
    $6,095 + $37,739 related
    Filer's total
    $47,049 + $304,744 related

  • LILY H ZHANG

    CHIEF FINANCIAL OFFICER (THRU 02/24)

    Total calculated
    $53,856
    From this org
    $4,148
    From related orgs
    $42,531
    Other
    $7,177
    Hours/week
    1.9 + 38.1 related

  • JANAE PERKINS

    SENIOR FINANCE DIRECTOR

    Total calculated
    $91,198
    From this org
    $5,257
    From related orgs
    $67,511
    Other
    $18,430
    Hours/week
    2.9 + 37.1 related

  • JONATHAN TEETERS

    POLICY DIRECTOR

    Total calculated
    $145,446
    From this org
    $115,638
    From related orgs
    $0
    Other
    $29,808
    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, A RELATED ORGANIZATION. 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

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
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202543089349303194

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

The source document this was parsed from is served over the API, which is where bulk and document access live.