Nonprofit · EIN 91-1196271
LAKE CHELAN HEALTH AND WELLNESS FOUNDATION
Tax-exempt · CHELAN, WA 98816
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $132,802 | $173,117 | -$40,315 | $2,479,004 | $782 | $2,478,222 |
| December 31, 2023 | 990 | $50,718 | $133,224 | -$82,506 | $2,297,032 | $310 | $2,296,722 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $89,264
- Program service revenue
- $0
- Investment income
- $43,538
- Net gain from sales of assets
- $40,746
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $103,320
- Other salaries and wages
- $22,018
- Salaries, compensation and benefits (total)
- $23,728
- Professional fundraising fees
- $0
- Accounting fees
- $665
- Occupancy
- $5,000
- Program services (functional)
- $114,454
- Management and general (functional)
- $48,483
- Fundraising (functional)
- $10,180
Balance sheet and other
- Total assets, start of year
- $2,297,032
- Total assets, end of year
- $2,479,004
- Total liabilities, end of year
- $782
- Net assets, end of year
- $2,478,222
- Publicly traded securities
- $2,278,034
- Net assets without donor restrictions
- -$1,699,859
- Net assets with donor restrictions
- $4,178,081
- Gross receipts
- $259,509
- Employees
- 2
- Volunteers
- 50
- Year formed
- 1982
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Phyllis Gleasman | President Trustee or director, Officer | 2 | $0 |
| Karen McKellar | Vice President Trustee or director, Officer | 0.5 | $0 |
| Dale Hoisington | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Linda Parker | Secretary Trustee or director, Officer | 0.5 | $0 |
| Mike Steele | Past President Trustee or director | 0.25 | $0 |
| Agustin Benegas | Director Trustee or director | 0.25 | $0 |
| Lester Cooper | Director Trustee or director | 0.25 | $0 |
| Susan Fischer | Director Trustee or director | 0.25 | $0 |
| Aurora Flores | Director Trustee or director | 0.25 | $0 |
| Fran Horn | Director Trustee or director | 0.25 | $0 |
| Mary Signorelli | Director Trustee or director | 0.25 | $0 |
| Judy Steele | Director Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Karen McKellar | President Trustee or director, Officer | 2 | $0 |
| Phyllis Gleasman | Vice President Trustee or director, Officer | 0.5 | $0 |
| Ed Brownfield-Nelson | Treasurer Trustee or director, Officer | 0.5 | $0 |
| Linda Parker | Secretary Trustee or director | 0.5 | $0 |
| Mike Steele | Past President Trustee or director | 0.25 | $0 |
| Tom Anglin | Director Trustee or director | 0.25 | $0 |
| Agustin Benegas | Director Trustee or director | 0.25 | $0 |
| Karen Collins | Director Trustee or director | 0.25 | $0 |
| Susan Fischer | Director Trustee or director | 0.25 | $0 |
| Allison Flaten | Director Trustee or director | 0.25 | $0 |
| Aurora Flores | Director Trustee or director | 0.25 | $0 |
| Dale Hoisington | Director Trustee or director | 0.25 | $0 |
| Romario Solano | Director Trustee or director | 0.25 | $0 |
| Judy Steele | Director Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1911, CHELAN, WA 98816-1911
- Principal officer (990 for 2024)
- Phyllis Gleasman, PO Box 1911, Chelan, WA 98816
- Signed the 990
- Dale Hoisington, Treasurer
- Phone
- (509) 682-6125
- Website
- www.lchealthwellness.com
- Return prepared by
- Rosa Maria Cruz CPA PLLC
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 accomplishments
- 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.Expenses $2,000 · grants $2,000
- 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 2024, 30 Lake Chelan Valley students pursuing advanced healthcare degrees and 29 local healthcare professionals received over $65,900 in healthcare education assistance.Expenses $98,320 · revenue $496
- 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.Expenses $11,634 · revenue $1,663
- To provide accounting and safekeeping of endowment funds.revenue $28,000
- 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.Expenses $2,500 · grants $2,500 · revenue $30,350
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1196271
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $2,479,004
- Income (IRS master file)
- $259,509
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $132,802 | $173,117 | $2,479,004 | XML |
| 990 | December 2023 | $50,718 | $133,224 | $2,297,032 | XML |
| 990 | December 2022 | $55,511 | $932,285 | $2,079,873 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1196271).
Questions about LAKE CHELAN HEALTH AND WELLNESS FOUNDATION
- What is the EIN of LAKE CHELAN HEALTH AND WELLNESS FOUNDATION?
- The employer identification number (EIN) of LAKE CHELAN HEALTH AND WELLNESS FOUNDATION is 91-1196271.
- Is LAKE CHELAN HEALTH AND WELLNESS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LAKE CHELAN HEALTH AND WELLNESS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKE CHELAN HEALTH AND WELLNESS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LAKE CHELAN HEALTH AND WELLNESS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKE CHELAN HEALTH AND WELLNESS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LAKE CHELAN HEALTH AND WELLNESS FOUNDATION?
- The 990 for the year ended December 31, 2024 names Phyllis Gleasman.
- Who are the officers and directors of LAKE CHELAN HEALTH AND WELLNESS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does LAKE CHELAN HEALTH AND WELLNESS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $132,802, expenses of $173,117 and total assets of $2,479,004 at year end.
Other nonprofits in CHELAN
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- LAKE CHELAN SENIOR HOUSING INC EIN 91-1719617 · last filed 990 for 2024
- HOLDEN VILLAGE EIN 91-6018658 · last filed 990 for 2025
- LAKE CHELAN CHAMBER OF COMMERCE EIN 91-0588869 · last filed 990 for 2024
- LAKE CHELAN FOOD BANK EIN 30-0843675 · last filed 990 for 2025
- CHELAN VALLEY HOPE EIN 80-0403184 · last filed 990 for 2024
- CHELAN VALLEY HOUSING TRUST EIN 83-3264156 · last filed 990 for 2024
- SEVEN ACRES FOUNDATION EIN 82-2637129 · last filed 990 for 2024
All nonprofits in CHELAN · Washington · Philanthropy, voluntarism and grantmaking foundations