Totals
- Total revenue
- $4,128,464
- Total expenses
- $2,066,126
- Contributions and grants received
- $2,025,955
- Grants paid
- $13,515
- Program service revenue
- $0
- Investment income
- $2,102,509
- Other revenue
- $0
- Total assets, end of year
- $27,026,097
- Total liabilities, end of year
- $290,650
- Net assets or fund balances, end of year
- $26,735,447
- Program services expenses (Part IX)
- $1,724,237
- Management and general expenses
- $222,684
- Fundraising expenses
- $119,205
- Program service expenses (Part III)
- $1,724,237
Program services were 83.5% 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
$2,025,955
-
1g · Noncash contributions included above
$723,171
-
3 · Investment income
total $2,102,509 · excluded $2,102,509
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $13,515 · program services $13,515
-
7 · Other salaries and wages
total $417,969 · program services $208,985 · management and general $146,289 · fundraising $62,695
-
9 · Other employee benefits
total $75,349 · program services $37,674 · management and general $26,372 · fundraising $11,303
-
11c · Fees: accounting
total $72,599 · program services $36,300 · management and general $25,410 · fundraising $10,889
-
11g · Fees: other
total $94,384 · program services $70,916 · management and general $9,438 · fundraising $14,030
-
13 · Office expenses
total $42,886 · program services $32,566 · management and general $4,288 · fundraising $6,032
-
24a · Other expenses: DIRECT SUPPORT TO CENTR
total $1,233,546 · program services $1,233,546
-
24b · Other expenses: MISCELLANEOUS
total $71,058 · program services $55,571 · management and general $6,937 · fundraising $8,550
-
24c · Other expenses: SUPPLIES
total $37,598 · program services $28,213 · management and general $3,760 · fundraising $5,625
-
24d · Other expenses: ANNUITY DISTRIBUTIONS
total $6,680 · program services $6,680
-
24e · All other expenses
total $542 · program services $271 · management and general $190 · fundraising $81
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $898,759 · end of year $591,879
-
3 · Pledges and grants receivable
beginning of year $72,498 · end of year $26,928
-
11 · Investments: publicly traded securities
beginning of year $22,574,234 · end of year $26,278,520
-
15 · Other assets
beginning of year $175,576 · end of year $128,770
-
17 · Accounts payable and accrued expenses
beginning of year $87,826 · end of year $68,361
-
23 · Secured mortgages and notes payable
beginning of year $336,985
-
25 · Other liabilities
beginning of year $237,420 · end of year $222,289
-
27 · Net assets without donor restrictions
beginning of year $20,563,367 · end of year $23,805,082
-
28 · Net assets with donor restrictions
beginning of year $2,495,469 · end of year $2,930,365
Mission and programs · 2025
Mission
CONFLUENCE HEALTH FOUNDATION STRENGTHENS LOCAL HEALTHCARE THROUGH COMMUNITY GENEROSITY. PHILANTHROPY PLAYS A VITAL ROLE IN ENSURING THAT PEOPLE ACROSS NORTH CENTRAL WASHINGTON HAVE ACCESS TO HIGH-QUALITY CARE CLOSE TO HOME. CHARITABLE GIFTS SUPPORT INNOVATION, WORKFORCE DEVELOPMENT, EQUIPMENT, AND CARE ENVIRONMENTS AT CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION (DBA CONFLUENCE HEALTH), AS WELL AS HEALTH AND WELLNESS PROGRAMS THROUGHOUT OUR REGION.
-
IN 2025, SUPPORT FACILITATED SEVERAL KEY INITIATIVES TO STRENGTHEN THE HEALTHCARE WORKFORCE IN NORTH CENTRAL WASHINGTON, INCLUDING ACADEMIC SCHOLARSHIPS, CAREGIVER RECOGNITION, AND SEVERAL KEY INITIATIVES TO STRENGTHEN CAREGIVER WELLBEING INCLUDING THE KUMANU PURPOSEFUL APP AND VIRTUAL WORK LIFE APP. DONOR CONTRIBUTIONS ENABLED THE ACQUISITION OF A SECURITY SERVICES K9 PROGRAM AND LEVERAGED TECHNOLOGY TO ADVANCE BEDSIDE CARE THROUGH TELESITTER AND DEVELOPMENT OF A NEW SIMULATION LAB. ADDITIONALLY, PROGRAMMING EXTENDS BEYOND HEALTHCARE FACILITIES, REACHING THE BROADER COMMUNITY THROUGH ADAPTIVE CYCLING EVENTS THAT PROMOTE INCLUSIVE RECREATION, LITERACY PROGRAMS THAT HAVE DISTRIBUTED OVER 14,000 BOOKS TO CHILDREN IN OUR REGION AND THROUGH A COMMUNITY HEALTH INITIATIVE GRANTING PROGRAM. FUNDING SUPPORTED CSI CAMP, PROMOTING HEALTH CARE CAREERS TO HIGH SCHOOL STUDENTS. FUNDING EXPANDED ACCESS TO CANCER SCREENING AND PROVIDED PATIENTS IN CANCER TREATMENT WITH ACCESS TO BASIC SUPPORT NEEDS THAT EASED THEIR CANCER JOURNEY.
Expenses $1,724,237 · Grants $13,515
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
SUZANNE CARTE-COCROFT
CHIEF PHILANTHROPY OFFICER
- Total calculated
- $0
- Hours/week
- 27
-
JOHN STOLL
TRUSTEE/ PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
LINCOLN DENNY
TRUSTEE/ VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN MARONEY
TRUSTEE/ SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JAKE DAVISON
TRUSTEE/ TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
KELLY ALLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RENE BACA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KEITH GOEHNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TRACEY KASNIC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHELE MOSELEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN NEHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ALLISON INT-HOUT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MAKRINA SHANBOUR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CARIN SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVE LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DENNIS UTLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AMY RAYMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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
-
$50,000
WENATCHEE CLINIC SERVICE EXPANSION
-
PRESERVING THE PAST, INSPIRING THE FUTURE: RENOVATING WVMCC
-
CAPITAL CAMPAIGN
-
$50,000
CONFLUENCE ACCESS NAVIGATOR (CAN) NETWORK
-
BRIDGES TO STABILITY
-
CHELAN COUNTY FIRE DISTRICT #6
$10,540
REPLACEMENT OF 10-20 YEAR OLD AED NEEDED
-
SOCIAL SERVICES OF CANCER CARE OF NORTH CENTRAL WASHINGTON
-
HARVESTING HOPE: GLEANING FOR GOOD
-
FRIENDS OF THE WENATCHEE LIBRARY
$10,000
ENGLISH AS A SECOND LANGUAGE COURSE FOR ENGLISH LANGUAGE LEARNERS
-
$10,000
FOOD AND HEALTHCARE ACCESS FOR UPPER VALLEY FAMILIES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 1 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202622449349301442
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.