CONFLUENCE HEALTH FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

SUZANNE CARTE'-COCROFT

Phone

5094366275

Tax Period

2024-01-01 to 2024-12-31

CONFLUENCE HEALTH FOUNDATION, founded in 1979, is a community nonprofit in the Health Care sector that reported $7.8M in total revenue in fiscal year 2024. Revenue surged 276% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.4M, a strong 82% operating margin.

Mission

TO ENHANCE AND SUPPORT CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION ABILITY TO PROVIDE SAFE SUPERIOR HEALTHCARE CLOSE TO HOME.

Program Service Accomplishments

Program 1

Expenses: $986,732

IN 2024, SUPPORT FACILITATED SEVERAL KEY INITIATIVES TO STRENGTHEN THE HEALTHCARE WORKFORCE, INCLUDING ACADEMIC SCHOLARSHIPS, RESOURCES PROMOTING CAREGIVER HEALTH AND WELLBEING, AND EDUCATIONAL...

IN 2024, SUPPORT FACILITATED SEVERAL KEY INITIATIVES TO STRENGTHEN THE HEALTHCARE WORKFORCE, INCLUDING ACADEMIC SCHOLARSHIPS, RESOURCES PROMOTING CAREGIVER HEALTH AND WELLBEING, AND EDUCATIONAL EQUIPMENT FOR A CLINICAL SKILLS SIMULATION LABORATORY. DONOR CONTRIBUTIONS ENABLED THE ACQUISITION OF EQUIPMENT THAT ENHANCES THE QUALITY OF CARE IN NORTH CENTRAL WASHINGTON, SUCH AS REMOTE MONITORING TECHNOLOGY THAT IMPROVES BEDSIDE CARE AND ASSISTANCE IN LAUNCHING THE K-9 SECURITY PROGRAM. ADDITIONALLY, PROGRAMMING EXTENDS BEYOND HEALTHCARE FACILITIES, REACHING THE BROADER COMMUNITY THROUGH ADAPTIVE CYCLING EVENTS THAT PROMOTE INCLUSIVE RECREATION AND LITERACY PROGRAMS THAT HAVE DISTRIBUTED OVER 7,000 BOOKS TO CHILDREN IN OUR REGION.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,873,114

Program Service Revenue $0

Investment Income $907,582

Other Revenue $32,752

TOTAL REVENUE $7,813,448

Expense Breakdown

Grants Paid $95,348

Salaries & Benefits $511,710

Fundraising Expenses $174,602

Program Expenses $986,732

Other Expenses $787,468

TOTAL EXPENSES $1,394,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,813,448	$2,079,934	+2.8%
Expenses	$1,394,526	$2,068,542	-0.3%
Net Income	$6,418,922	$11,392	+562.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE CARTE-COCROFT	EXECUTIVE TRUSTEE	27.00	Officer Director	$0	$0	$0
JOHN STOLL	TRUSTEE/ PRESIDENT	1.00	Officer Director	$0	$0	$0
LINCOLN DENNY	TRUSTEE/ VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYAN MARONEY	TRUSTEE/ SECRETARY	1.00	Officer Director	$0	$0	$0
JAKE DAVISON	TRUSTEE/ TREASURER	1.00	Officer Director	$0	$0	$0
KELLY ALLEN	TRUSTEE	1.00	Director	$0	$0	$0
RENE BACA	TRUSTEE	1.00	Director	$0	$0	$0
KEITH GOEHNER	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW JONES	TRUSTEE	1.00	Director	$0	$0	$0
TRACEY KASNIC	TRUSTEE	1.00	Director	$0	$0	$0
MICHELE MOSELEY	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN NEHER	TRUSTEE/ PAST PRESIDENT	1.00	Director	$0	$0	$0
SUE OZBURN	TRUSTEE	1.00	Director	$0	$0	$0
MAKRINA SHANBOUR	TRUSTEE	1.00	Director	$0	$0	$0
CARIN SMITH	TRUSTEE	1.00	Director	$0	$0	$0
CAROL SPRINGER	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS UTLEY	TRUSTEE	1.00	Director	$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
2024	$7,813,448	$1,394,526	$23,721,067	$6,418,922
2023	$2,079,934	$2,068,542	$19,263,810	$11,392
2022	$2,163,113	$4,620,487	$17,421,238	$-2,457,374
2021	$2,734,247	$1,197,696	$22,998,436	$1,536,551
2020	$2,892,718	$1,035,465	$20,455,318	$1,857,253
2019	$4,212,410	$1,512,528	$17,052,588	$2,699,882
2018	$1,977,977	$964,029	$13,772,826	$1,013,948