2025-06-10T11:22:40-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990 2024-01-01 943214711 THE EMPLOYEE COMMUNITY FOUNDATION OPTUM WASHINGTON EMPL 4252590966 3901 HOYT AVENUE EVERETT WA 98201 DR SRILATHA SHOROFF PRESIDENT 4252590966 2025-06-05 1 1 EMINA O CRESSWELL CPA P01217304 4252597227 2025-06-05 2024 2025-03-06 01:10:19Z X DR SRILATHA SHOROFF 3901 HOYT AVENUE EVERETT WA 98201 131245 0 X WWW.EVERETTCLINIC.COM/COMMUNITY/FOUNDATION X 1994 WA TO PROVIDE ONGOING PHILANTHROPIC SUPPORT TO CHARITABLE ORGANIZATIONS IN WESTERN WASHINGTON. 6 6 0 23 0 0 144778 130366 0 0 1100 879 0 0 145878 131245 198900 96420 0 0 0 0 0 0 4106 5203 11602 204103 108022 -58225 23223 192543 215766 0 0 192543 215766 THE GOAL OF THE FOUNDATION IS TO PROVIDE ONGOING PHILANTHROPIC SUPPORT TO CHARITABLE ORGANIZATIONS IN WESTERN WASHINGTON. 0 0 96420 96420 PROVIDE DONATIONS AND GRANTS TO OTHER EXEMPT ORGANIZATIONS. 96420 1 1 0 0 0 0 0 0 0 0 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X LINDA LANGENWALTER 4253395465 3901 HOYT AVE EVERETT WA 98201 X DR SRILATHA SHOROFF PRESIDENT 0.25 40.00 X X 0 0 0 CONNIE WITTREN DIRECTOR 0.25 X 0 0 0 DR CHRISTOPHER HEMPEL DIRECTOR 0.25 40.00 X 0 0 0 DEANNA SCOTT DIRECTOR (THRU 10/24) 0.25 40.00 X 0 0 0 AMANDA JAKOSITZ DIRECTOR 0.25 40.00 X 0 0 0 MELANIE ACKLIN DIRECTOR 0.25 40.00 X 0 0 0 SHERYL ESPESETH DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 130366 130366 879 879 131245 0 0 879 94020 94020 2400 2400 6353 6353 170 170 749 749 394 394 SUPPLIES 3936 3936 108022 96420 7496 4106 171229 215766 21314 0 192543 215766 0 0 X 0 0 0 0 192543 215766 192543 215766 192543 215766 23223 0 X 0 0 0 X 271025 160152 276502 144778 130366 982823 271025 160152 276502 144778 130366 982823 309200 673623 145 6 196 1100 879 2326 985149 0.68380 0.56720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 IMAGINE CHILDREN'S MUSEUM 1502 WALL ST EVERETT WA 98201 943153591 501(C)(3) 22000 0 CAPITAL FUND 1 0 LEND A HAND - EMPLOYEE EMERGENCY ASSISTANCE 4 2400 PART I, LINE 2: ASSISTANCE TO ORGANIZATIONS - ANY AGENCY REQUESTING FUNDS IS ASKED TO COMPLETE A GRANT APPLICATION FORM. TO BE CONSIDERED, THE REQUESTING ORGANIZATION MUST BE CLASSIFIED BY THE INTERNAL REVENUE SERVICE (IRS) AS A 501(C)(3) ENTITY. GRANT REQUESTS MUST SPECIFY BENEFITS TO WESTERN WASHINGTON RESIDENTS. FUNDS ARE ALLOCATED ON A QUARTERLY BASIS BY THE EVERETT CLINIC FOUNDATION BOARD. LEND A HAND ASSISTANCE - OPTUM CARE WASHINGTON EMPLOYEES ARE REQUIRED TO FILL OUT AN APPLICATION WHICH IS SUBMITTED AND FORWARDED TO REPRESENTATIVES OF HR, FOUNDATION BOARD AND FOUNDATION COMMITTEE BEFORE APPROVAL IS GRANTED. OPTUM CARE WASHINGTON EMPLOYEES MUST PROVIDE EXPLANATION OF HOW FUNDS NEEDED ARE DUE TO A CRISIS OR CATASTROPHIC SITUATION. IF CRITERIA IS NOT MET, FUNDS ARE NOT AWARDED. FUNDS MUST BE PAID TO THE COMPANY DIRECTLY THE OPTUM CARE WASHINGTON EMPLOYEE IS NEEDING ASSISTANCE WITH (UTILITIES, MORTGAGE/RENT, ETC.) AND NOT PAID DIRECTLY TO THE EMPLOYEE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED ITS NAME TO THE EMPLOYEE COMMUNITY FOUNDATION, OPTUM WASHINGTON DURING 2024. FORM 990, PART VI, SECTION A, LINE 7A PER THE BYLAWS OF THE EMPLOYEE COMMUNITY FOUNDATION, OPTUM CARE WASHINGTON, THE ORGANIZATION HAS THE AUTHORITY TO ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THIS FORM 990 AND SCHEDULE B WAS PREPARED BY A FOUNDATION VOLUNTEER IN COLLABORATION WITH ITS OUTSIDE ACCOUNTING FIRM. PRIOR TO FILING, A COPY OF THIS FORM 990 AND SCHEDULE B WAS REVIEWED BY THE FOUNDATION BOARD PRESIDENT. A COPY OF THIS FORM 990 AND SCHEDULE B WAS ALSO PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A PROCEDURE IN PLACE THAT IS FOLLOWED IN INSTANCES WHERE A CONFLICT OF INTEREST ARISES. BOARD MEMBERS ARE REQUIRED TO CONDUCT HIM/HERSELF SOLELY IN THE INTERESTS OF THE FOUNDATION WITHOUT CONSIDERATION OF PERSONAL ADVANTAGE OR GAIN IN THE INTERESTS OF ANY COMPANY, AGENCY, ORGANIZATION OR ASSOCIATION. HE OR SHE IS REQUIRED TO DISCLOSE ANY MATERIAL PERSONAL, FINANCIAL, OR OTHER BENEFICIAL INTEREST IN ANY ENTITY ASKING FOR FUNDS FROM TEC FOUNDATION. IN THE EVENT THERE IS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST. ANY DIRECTOR MAY RECUSE HIM/HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT OF INTEREST. AFTER DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST AND ALL MATERIAL FACTS, THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE EMPLOYEE COMMUNITY FOUNDATION, OPTUM WASHINGTON GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 1B, INDEPENDENT BOARD MEMBERS ALL BOARD MEMBERS, WITH THE EXCEPTION OF TWO, ARE EMPLOYEES OF OPTUM CARE WASHINGTON, A RELATED ENTITY AND THUS ARE NOT CONSIDERED TO BE INDEPENDENT. AS OPTUM CARE WASHINGTON IS A TAXABLE ENTITY, IS NOT OWNED OR CONTROLLED BY THE EMPLOYEE COMMUNITY FOUNDATION, DOES NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE FOUNDATION AND THE BOARD MEMBERS OF THE FOUNDATION ARE ON A VOLUNTEER BASIS, THE VOLUNTEER EXCEPTION APPLIES. AS SUCH RELATED PARTY COMPENSATION IS NOT REQUIRED TO BE REPORTED ON FORM 990, PART VII, SECTION A. NPN IPA WASHINGTON PLLC 1304 FAWCETT AVE SUITE 200 TACOMA WA 98402 611855159 MEDICAL SERVICES WA N/A 0 0 OPTUM CARE WASHINGTON PLLC 3901 HOYT AVENUE EVERETT WA 98201 910214500 MEDICAL SERVICES WA N/A C 0 EVERETT PHYSICIANS INC 3901 HOYT AVENUE EVERETT WA 98201 811625636 MEDICAL SERVICES WA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0