Civic Intelligence

Lake Chelan Health and Wellness Foundation

EIN 91-1196271 • 501(c)3 • Chelan, WA

Profile

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

PO Box 1911Chelan, WA 98816

www.lchealthwellness.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.9%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

162%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,479,004

Up $181,972 (+7.9%) from 2023

Liabilities

Up

$782

Up $472 (+152%) from 2023

Net Assets

Up

$2,478,222

Up $181,500 (+7.9%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin10th percentile

Revenue

Up

$132,802

Up $82,084 (+162%) from 2023

Expenses

Up

$173,117

Up $39,893 (+30%) from 2023

Net Income

Up

-$40,315

Up $42,191 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,192,587Liabilities 2011: $0Net Assets 2011: $2,192,5872011Assets 2012: $2,424,570Liabilities 2012: $0Net Assets 2012: $2,424,5702012Assets 2013: $2,777,575Liabilities 2013: $0Net Assets 2013: $2,777,5752013Assets 2014: $2,904,657Liabilities 2014: $0Net Assets 2014: $2,904,6572014Assets 2015: $2,671,574Liabilities 2015: $0Net Assets 2015: $2,671,5742015Assets 2016: $2,684,648Liabilities 2016: $0Net Assets 2016: $2,684,6482016Assets 2017: $3,025,590Liabilities 2017: $0Net Assets 2017: $3,025,5902017Assets 2018: $2,772,024Liabilities 2018: $0Net Assets 2018: $2,772,0242018Assets 2019: $2,892,300Liabilities 2019: $1,389Net Assets 2019: $2,890,9112019Assets 2020: $3,241,259Liabilities 2020: $2,542Net Assets 2020: $3,238,7172020Assets 2021: $3,564,360Liabilities 2021: $355Net Assets 2021: $3,564,0052021Assets 2022: $2,079,873Liabilities 2022: $227Net Assets 2022: $2,079,6462022Assets 2023: $2,297,032Liabilities 2023: $310Net Assets 2023: $2,296,7222023Assets 2024: $2,479,004Liabilities 2024: $782Net Assets 2024: $2,478,2222024

Highlighted filing

2024

Assets$2,479,004
Liabilities$782
Net Assets$2,478,222
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $123,831Expenses 2011: $138,286Net Income 2011: -$14,4552011Revenue 2012: $150,838Expenses 2012: $111,940Net Income 2012: $38,8982012Revenue 2013: $209,107Expenses 2013: $180,070Net Income 2013: $29,0372013Revenue 2014: $390,723Expenses 2014: $192,354Net Income 2014: $198,3692014Revenue 2015: $338,566Expenses 2015: $305,402Net Income 2015: $33,1642015Revenue 2016: $175,793Expenses 2016: $281,772Net Income 2016: -$105,9792016Revenue 2017: $298,185Expenses 2017: $345,483Net Income 2017: -$47,2982017Revenue 2018: $231,255Expenses 2018: $259,868Net Income 2018: -$28,6132018Revenue 2019: $212,226Expenses 2019: $578,563Net Income 2019: -$366,3372019Revenue 2020: $136,425Expenses 2020: $243,172Net Income 2020: -$106,7472020Revenue 2021: $579,788Expenses 2021: $431,871Net Income 2021: $147,9172021Revenue 2022: $55,511Expenses 2022: $932,285Net Income 2022: -$876,7742022Revenue 2023: $50,718Expenses 2023: $133,224Net Income 2023: -$82,5062023Revenue 2024: $132,802Expenses 2024: $173,117Net Income 2024: -$40,3152024

Highlighted filing

2024

Revenue$132,802
Expenses$173,117
Net Income-$40,315
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,479,004
Liabilities
$782
Net assets
$2,478,222
Revenue
$132,802
Expenses
$173,117
Net income
-$40,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$0.13$0.17$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.05$0.13$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.06$0.93$0.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.58$0.43$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.14$0.24$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.21$0.58$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.23$0.26$0.03
2017Summary only. Only limited summary data is available for this year.$3.03$0.00$3.03$0.30$0.35$0.05
2016Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$0.18$0.28$0.11
2015Summary only. Only limited summary data is available for this year.$2.67$0.00$2.67$0.34$0.31$0.03
2014Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.39$0.19$0.20
2013Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.21$0.18$0.03
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.15$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$0.12$0.14$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$259,509
Mission and Program Overview

Mission

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

The Lake Chelan Health & Wellness Foundation was organized in 1982 to provide and improve health care services at Lake Chelan Health, the local community hospital, and its service area. In 2024, over $98,000 in healthcare educational scholarships were awarded and over $xxx was contributed to the Chelan hospital for wellness programs and building a new hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,074,092$2,278,034▲ $203,942
Cash and Non-Interest-Bearing Accounts$222,940$200,970▼ $21,970
Total Assets$2,297,032$2,479,004▲ $181,972
Liabilities
Accounts Payable and Accrued Expenses$310$782▲ $472
Total Liabilities$310$782▲ $472
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,985,345$4,178,081▲ $192,736
Net Assets Without Donor Restrictions$-1,688,623$-1,699,859▼ $11,236
Total Net Assets Fund Balance$2,296,722$2,478,222▲ $181,500
Total Liabilities and Net Assets / Fund Balance$2,297,032$2,479,004▲ $181,972

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,985,344$28,000▲ $263,056$0$4,178,081
2023$3,748,050$4,006▲ $299,260$0$3,985,344
2022$4,425,612$2,271▼ $620,842$0$3,748,050
2021$3,782,996$314,451▲ $392,383$543$4,425,612
2020$3,417,958$10,151▲ $504,760$67,385$3,782,996
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Mike SteelePast President
Phyllis GleasmanPresident
Karen McKellarVice President
Agustin BenegasDirector
Aurora FloresDirector
Fran HornDirector
Judy SteeleDirector
Lester CooperDirector
Mary SignorelliDirector
Susan FischerDirector
Linda ParkerSecretary
Dale HoisingtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,264
Program Service Revenue
$0
Investment Income
$43,538
Other Revenue
$0
All Other Contributions
$75,967
Change in Net Assets
$-40,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,320
Other Expenses$46,069
Salaries, Compensation, and Employee Benefits$23,728
Total Fundraising Expense$10,180
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$98,820--$98,820
Other Salaries and Wages-$22,018-$22,018
Advertising-$9,628-$9,628
Occupancy-$5,000-$5,000
Insurance-$4,655-$4,655
Grants to Domestic Orgs$4,500--$4,500
Office Expenses-$4,267-$4,267
Payroll Taxes-$1,710-$1,710
Fees for Services Accounting-$665-$665
Information Technology-$486-$486
Other Expenses$100$0$0$100
Total Functional Expenses$114,454$48,483$10,180$173,117
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the Form 990 was given to each director of the organization to review prior to filing with the IRS.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed and signed annually by all board members to ensure continued independence with the organization.”

Form 990, Part VI, Section B, Line 15

“When employees are hired, the process for determining compensation includes a review of and approval by the finance committee of the board of directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements and policies are available upon request. Governing documents are available through the Washington Secretary of State, Charities division”

Filing and Contact Details

Filer

Filer Name
Lake Chelan Health and Wellness Foundation
EIN
91-1196271
Phone
5096826125
Address
PO Box 1911, Chelan, WA 98816

Signing Officer

Name
Dale Hoisington
Title
Treasurer
Phone
5096826125
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phyllis Gleasman
Formed
1982
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
50

Preparer

Firm
Rosa Maria Cruz CPA PLLC
Address
PO Box 1046, Chelan, WA 98816
Preparer
Rosa M Cruz
Phone
5096791954
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“In 2002, an Endowment Fund was established by the Foundation for future capital improvements of Lake Chelan Health. The goal is to accumulate a million dollars in this fund so that the earnings can be used for major needs of the hospital.”

Raw XML AppendixShowing 400 of 521 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0The 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Phyllis Gleasman
IRS990/Form990PartVIISectionAGrp/PersonNm1Karen McKellar
IRS990/Form990PartVIISectionAGrp/PersonNm2Dale Hoisington
IRS990/Form990PartVIISectionAGrp/PersonNm3Linda Parker
IRS990/Form990PartVIISectionAGrp/PersonNm4Mike Steele
IRS990/Form990PartVIISectionAGrp/PersonNm5Agustin Benegas
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IRS990/Form990PartVIISectionAGrp/PersonNm10Mary Signorelli
IRS990/Form990PartVIISectionAGrp/PersonNm11Judy Steele
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/MissionDesc0The 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.
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IRS990/PrincipalOfficerNm0Phyllis Gleasman
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IRS990/ProgSrvcAccomActy2Grp/Desc0The 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 2024, 30 Lake Chelan Valley students pursuing advanced healthcare degrees and 29 local healthcare professionals received over $65,900 in healthcare education assistance.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0496
IRS990/ProgSrvcAccomActy3Grp/Desc0In 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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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01663
IRS990/ProgSrvcAccomActyOtherGrp/Desc0To provide accounting and safekeeping of endowment funds.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1The Lake Chelan Health & Wellness Foundation is committed to managing donor advised funds. Through proper accounting and reporting, the Foundation is dedicated to safekeeping donor advised funds, so that they are used as the original donor intended.
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12500
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IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt028000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt130350
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