Confluence Health
Legal name: Confluence Health System
Nonprofit profile at a glance
- EIN
- 454789950
- IRS 990 coverage
- 2013–2023
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2023
- Location
- Wenatchee, WA, USA
- Phone
- (509)436-4020
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Nonmonetary Support N.E.C.
Reported finances
- Revenue
- $139,024,254
- Expenses
- $139,394,670
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.
Leadership & pay
23 people listed
Executive titles in this filing
- Andrew Jones MD (Chief Executive Officer)
People named in this filing
- Doug Shae (Chair)
- Cori Bautista (Vice Chair)
- Gus Heinicke (Treasurer)
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 2023. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Local care by and for our community.
What it reported doing in 2023
Confluence Health provides the administrative and shared functions as follows: A. Maintain the availability and access to high quality, cost-effective healthcare services for the North Central Washington (NCW) community; B. Improve coordination of limited health care resources and maximize the efficiency of the health care system to achieve the most cost-effective care that can be delivered; C. Preserve NCW community control over important care decisions and ensure NCW community involvement in the development of the medical infrastructure and oversight of the NCW community healthcare delivery system; Continued on Schedule OD. Enhance the patient-physician relationship and maintain the high quality of care and breadth of services the NCW community currently enjoys; E. Improve teamwork and integration across the continuum of care and ensure that physicians and other healthcare providers lead clinical designs and clinical decisions; F. Ensure that physicians and administrative leaders have a shared vision regarding the NCW community health care delivery system; G. Ensure that the NCW community economy, jobs, and business partners are preserved and can grow with the region in a responsible way; H. Develop a high performing integrated health care delivery system for the NCW community that could apply for and be successful with contracts from Medicare so that the newly created health system can be identified as an accountable care organization if so desired and position the health system so that it could contract for the overall system of care and be successful with a newly developed risk contracts being offered by commercial insurers; I. Establish, equip, operate and maintain benevolent and charitable institutions for the giving of medical and surgical care to the sick, wounded, and suffering irrespective of sex, marital status, disability, color, race, religious belief, sexual orientation, economic status, or pecuniary circumstances; andJ. Carry on any educational activities, related to the rendering of care to the sick and injured or the promotion of health which, in the opinion of the Board of Directors of the health system may be justified by the facilities, personnel, funds or other requirements that are or can be made available in accordance with the laws of the state of Washington.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% 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.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 100
- Accountability: 65
- Sustainability: 25
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 71.8%; rating input score 72
- Program expense ratio: 71.6%; rating input score 72
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 60%; rating input score 60; 16th percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- 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: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -0.3%; rating input score 29; 29th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 98; 98th percentile among comparable filings
Growth
- Program expense growth: 9.9% per year; rating input score 100; 74th percentile among comparable filings
- Revenue growth: 9.5% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 5.3% per year; rating input score 100; 40th percentile among comparable filings
Details
- What they do: 3 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 71.8% of revenue deployed · 71.6% of spending went to programs
- Governance: 9 of 15 board members independent · 5 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $99.9M in reported program spending
- Leadership: top reported pay $0 · 23 people listed
- Consistency: 29 of 29 current checks pass
- Schedules: 8 filed schedules · includes major donors, grants, and related organizations
- Filing history: 10 filing years from 2013 to 2023
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: 3 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Sustainability: Operating margin scored 29/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.