Confluence Health System

EIN: 454789950 501(c)(3)

Wenatchee, WA

Total Revenue
$139,024,254
Total Expenses
$139,394,670
Total Assets
N/A
Net Assets
N/A
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
WA
Principal Officer
Thomas Legel
Phone
5096644868
Tax Period
2023-01-01 to 2023-06-30

Confluence Health System, founded in 2012, is a major nonprofit that reported $139.0M in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring.

Mission

Improving health by providing high-quality care in a compassionate and cost-effective manner.

Program Service Accomplishments

Program 1
Expenses: $99,862,553 Revenue: $138,789,508

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...

Read more

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $200,489
Program Service Revenue $138,789,508
Investment Income $0
Other Revenue $34,257
TOTAL REVENUE $139,024,254

Expense Breakdown

Grants Paid $420,197
Salaries & Benefits $43,273,591
Fundraising Expenses $0
Program Expenses $99,862,553
Other Expenses $95,700,882
TOTAL EXPENSES $139,394,670

Year-over-Year Comparison

2023 2022 Change
Revenue $139,024,254 $284,152,765 -0.5%
Expenses $139,394,670 $277,867,261 -0.5%
Net Income $-370,416 $6,285,504 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
9
Employees
N/A
Volunteers
45

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Doug Shae Chair 2.00
Officer Director
$0 $0 $0
Cori Bautista Vice Chair 2.00
Officer Director
$0 $0 $0
Gus Heinicke Treasurer 2.00
Officer Director
$0 $0 $0
Abe Sorom MD Secretary 2.00
Officer Director
$0 $0 $0
Dave Balcom Board Member 1.00
Director
$0 $0 $0
Mabel Bodell MD Board Member 1.00
Director
$0 $0 $0
Garn Christensen Board Member 1.00
Director
$0 $0 $0
Jenny Cravens Board Member 1.00
Director
$0 $0 $0
Vanessa Gutierrez Board Member 1.00
Director
$0 $0 $0
Greg Hamilton Board Member 1.00
Director
$0 $0 $0
Jennifer Jorgensen MD Board Member 1.00
Director
$0 $0 $0
James Murray MD Board Member 1.00
Director
$0 $0 $0
Catherine Ridgeway MD Board Member 1.00
Director
$0 $0 $0
Vicky Scharlau Board Member 1.00
Director
$0 $0 $0
Michael Tuggy MD Board Member 1.00
Director
$0 $0 $0
Tom Tuszynski MD Board Member (January) 1.00
Director
$0 $0 $0
Mitchell A Garrison MD Board Member (January) 1.00
Director
$0 $0 $0
Andrew Jones MD Chief Executive Officer 50.00
Officer
$0 $0 $0
Thomas J Legel Chief Financial Officer 50.00
Officer
$0 $0 $0
Katina Maier Chief People Officer 50.00
Officer
$0 $0 $0
Glenn Adams Chief Operations Officer 50.00
Officer
$0 $0 $0
Robert J Pageler Chief Information Officer 50.00
Officer
$0 $0 $0
Jason Lake MD Chief Medical Officer 50.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $139,024,254 $139,394,670 No data $-370,416
2022 $284,152,765 $277,867,261 $80,488,899 $6,285,504
2021 $240,323,017 $254,690,118 $117,607,659 $-14,367,101
2020 $241,230,378 $224,830,302 $82,309,157 $16,400,076
2019 $222,550,508 $220,724,753 $54,431,988 $1,825,755
2018 $189,695,886 $183,251,710 $51,171,129 $6,444,176
Explore More Nonprofits
Top 100 Nonprofits in Washington Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Confluence Health System with other nonprofits in Washington and across the country.