LAKE CHELAN HEALTH AND WELLNESS FOUNDATION

EIN: 911196271 501(c)(3) Philanthropy & Grantmaking

Chelan, WA

Total Revenue
$50,718
Total Expenses
$133,224
Total Assets
$2,297,032
Net Assets
$2,296,722
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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
WA
Principal Officer
President
Phone
5096826125
Tax Period
2023-01-01 to 2023-12-31

LAKE CHELAN HEALTH AND WELLNESS FOUNDATION, founded in 1982, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $133K exceeded revenue, resulting in a 163% operating deficit.

Mission

The organization is operated exclusively for the charitable, scientific, and educational purposes of providing and improving healthcare services at Lake Chelan Health and its service area. The Foundation is dedicated to generating and managing donated assets to provide and improve healthcare facilities in its hospital district.

Program Service Accomplishments

Program 1
Expenses: $11,421 Revenue: $20,711

The Lake Chelan Health & Wellness Foundation is committed to advancing healthcare facilities within its hospital district. The Foundation regularly purchases highly needed equipment for Lake Chelan...

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The Lake Chelan Health & Wellness Foundation is committed to advancing healthcare facilities within its hospital district. The Foundation regularly purchases highly needed equipment for Lake Chelan Health. In the 1990s, the Foundation sponsored a capital campaign that raised $900,000 to support the building of a new hospital floor. Since 1997, equipment purchases have included emergency and operating room equipment, an x-ray unit, portable bedside monitors, and IV pumps. The Foundation purchased Glidescopes for EMS vehicles, orthopedic surgical tools, children's waiting room furniture, automated external defibrillators, a water purification system, and an integrated listening system for pediatric patients. Equipment purchases also include C-ARM, Portable X-ray, and PUT equipment. More recently, the Foundation raised funds for a new hospital building. Contributions to the hospital include the use of designated donor advised funds.

Program 2
Expenses: $65,972 Revenue: $661

The Lake Chelan Health & Wellness Foundation is dedicated to educating current and future healthcare professionals in its community. Since 1995, the Foundation has provided over $1.6 million for...

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The Lake Chelan Health & Wellness Foundation is dedicated to educating current and future healthcare professionals in its community. Since 1995, the Foundation has provided over $1.6 million for healthcare education to current and future caregivers in the Lake Chelan Valley from the investment income generated from a bequest of over $1 million by Edna Bragg. In 2023, 22 Lake Chelan Valley students pursuing advanced healthcare degrees and 20 local healthcare professionals received over $65,900 in healthcare education assistance.

Program 3
Expenses: $16,849 Revenue: $0

In 2013, a child wellness program, "Club Max", was launched. Club Max inspires local youth to lead healthier lives, with a specific focus on fighting childhood obesity. Community wellness programs...

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In 2013, a child wellness program, "Club Max", was launched. Club Max inspires local youth to lead healthier lives, with a specific focus on fighting childhood obesity. Community wellness programs such as Diabetes Smackdown, Wellness Theatre, and school donations have also improved wellness in the schools and community. Due to Covid, no programs were held in 2021. Programs resumed in 2022.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $48,032
Program Service Revenue $0
Investment Income $2,686
Other Revenue $0
TOTAL REVENUE $50,718

Expense Breakdown

Grants Paid $78,423
Salaries & Benefits $13,802
Fundraising Expenses $0
Program Expenses $95,500
Other Expenses $40,999
TOTAL EXPENSES $133,224

Year-over-Year Comparison

2023 2022 Change
Revenue $50,718 $55,511 -0.1%
Expenses $133,224 $932,285 -0.9%
Net Income $-82,506 $-876,774 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
2
Volunteers
51

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
3
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Karen McKellar President 2.0
Officer Director
$0 $0 $0
Phyllis Gleasman Vice President 0.5
Officer Director
$0 $0 $0
Ed Brownfield-Nelson Treasurer 0.5
Officer Director
$0 $0 $0
Linda Parker Secretary 0.5
Director
$0 $0 $0
Mike Steele Past President 0.25
Director
$0 $0 $0
Tom Anglin Director 0.25
Director
$0 $0 $0
Agustin Benegas Director 0.25
Director
$0 $0 $0
Karen Collins Director 0.25
Director
$0 $0 $0
Susan Fischer Director 0.25
Director
$0 $0 $0
Allison Flaten Director 0.25
Director
$0 $0 $0
Aurora Flores Director 0.25
Director
$0 $0 $0
Dale Hoisington Director 0.25
Director
$0 $0 $0
Romario Solano Director 0.25
Director
$0 $0 $0
Judy Steele Director 0.25
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 No data No data No data No data
2023 $50,718 $133,224 $2,297,032 $-82,506
2022 $55,511 $932,285 $2,079,873 $-876,774
2021 $579,788 $431,871 $3,564,360 $147,917
2020 $136,425 $243,172 $3,241,259 $-106,747
2019 $212,226 $578,563 $2,892,300 $-366,337
2018 $231,255 $259,868 $2,772,024 $-28,613
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