2024-11-15T18:07:02-07:00 2023-12-31 271655209 Rosa Maria Cruz CPA PLLC PO Box 1046 Chelan WA 98816 990 2023-01-01 911196271 LAKE CHELAN HEALTH AND WELLNESS FOUNDATION LAKE 5096826125 PO Box 1911 Chelan WA 98816 Karen McKellar Vice President 5096826125 2024-11-15 1 1 Rosa M Cruz P00404440 5096828710 2024-11-15 2023 2024-10-15 13:58:12Z President PO Box 1911 Chelan WA 98816 50718 0 X www.lchealthwellness.com X 1982 WA 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 2023, over $65,000 in healthcare educational scholarships were awarded and over $11,000 was contributed to the Chelan hospital for wellness programs and building a new hospital. 14 14 2 51 0 0 65542 48032 0 0 -10031 2686 0 0 55511 50718 870013 78423 0 0 18453 13802 0 0 0 43819 40999 932285 133224 -876774 -82506 2079873 2297032 227 310 2079646 2296722 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. 0 0 11421 20711 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. 65972 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 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. 16849 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 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. 0 5107 To provide accounting and safekeeping of endowment funds. 1258 27212 The 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. 1258 0 32319 95500 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X Vita Monteleone 5096826125 PO Box 1911 Chelan WA 98816 Karen McKellar President 2.0 0 X X 0 0 0 Phyllis Gleasman Vice President 0.5 0 X X 0 0 0 Ed Brownfield-Nelson Treasurer 0.5 0 X X 0 0 0 Linda Parker Secretary 0.5 0 X 0 0 0 Mike Steele Past President 0.25 X 0 0 0 Tom Anglin Director 0.25 0 X 0 0 0 Agustin Benegas Director 0.25 0 X 0 0 0 Karen Collins Director 0.25 0 X 0 0 0 Susan Fischer Director 0.25 0 X 0 0 0 Allison Flaten Director 0.25 0 X 0 0 0 Aurora Flores Director 0.25 0 X 0 0 0 Dale Hoisington Director 0.25 0 X 0 0 0 Romario Solano Director 0.25 0 X 0 0 0 Judy Steele Director 0.25 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 48032 0 48032 0 2686 2686 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50718 2686 0 0 12451 12451 65972 65972 12541 12541 150 150 1111 1111 6260 6260 700 700 2029 2029 5639 5639 4800 4800 0 4152 4152 Bank Fees 17 0 17 0 License & Subscriptions & Training 325 0 325 0 Program Expenses 17077 17077 0 0 133224 95500 37724 0 375041 222940 1704832 2074092 2079873 2297032 227 310 227 310 X -1668404 -1688623 3748050 3985345 2079646 2296722 2079873 2297032 -82506 299260 0 0 322 0 X 0 0 0 X 159103 66433 366826 65542 48032 705936 159103 66433 366826 65542 48032 705936 705936 3355 681 916 866 2686 8504 714440 0.98810 0.97348 X 12 0 26684 0 26055 0 94888 0 1 1 3748050 4006 299260 65972 0 0 3985344 4425612 2271 -620842 58991 0 0 3748050 3782996 314451 392383 63675 543 0 4425612 3417958 10151 504760 82488 67385 0 3782996 2977927 0 531301 91270 0 0 3417958 0 1 0 0 0 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. 1 Lake Chelan Health 503 E Highland Ave Chelan WA 98816 910881595 11421 for providing and improving health care services at Lake Chelan Health, the local community hospital. 2 0 Continuing education funds are provided to a resident or employee in the Lake Chelan area continuing their education as a healthcare professional. Scholarships are awarded on a "funds available" policy for education in a health care field. 42 65972 Schedule I, Part I, Line 2 Funds that are given to the Lake Chelan Health, a public hospital district, are governed by elected officials in the District. Scholarship funds are sent directly to the schools after application and acceptance of education criteria. 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.