Confluence Health Foundation

Nonprofit profile at a glance

EIN
911075950
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Wenatchee, WA, USA
Phone
5094366275
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Health Systems

Official website

Reported finances

Revenue
$4,128,464
Expenses
$2,066,126
Assets
$27,026,097
Liabilities
$290,650

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • JOHN STOLL (TRUSTEE/ PRESIDENT)
  • LINCOLN DENNY (TRUSTEE/ VICE PRESIDENT)

People named in this filing

  • SUZANNE CARTE-COCROFT (CHIEF PHILANTHROPY OFFICER)
  • JOHN STOLL (TRUSTEE/ PRESIDENT)
  • LINCOLN DENNY (TRUSTEE/ VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 90
  • Accountability: 94
  • Sustainability: 89
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 62.3%; rating input score 62
  • Program expense ratio: 83.5%; rating input score 83
  • Fundraising efficiency: $17 raised per $1 spent on fundraising; rating input score 54; 54th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 50%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 13.08; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 78; 78th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 90; 90th percentile among comparable filings

Growth

  • Program expense growth: 7.6% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 7.9% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 6.1% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: 62.3% of revenue deployed · 83.5% of spending went to programs
  • Governance: 15 of 15 board members independent · 6 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $1.7M in reported program spending
  • Leadership: top reported pay $0 · 18 people listed
  • Consistency: 23 of 24 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 24 filed money-flow records
  • Related organizations: 24 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 54/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.