LAKE CHELAN HEALTH AND WELLNESS FOUNDATION Charity Report

Public IRS 990 nonprofit record

LAKE CHELAN HEALTH AND WELLNESS FOUNDATION

EIN 91-1196271 · Community Foundations (T31)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $66.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.18%of revenue went to mission work66.1% of expenses · Program services

7.67%of revenue went to fundraising5.9% of expenses

$130.36spent for every $100 of revenueSpending was higher than revenue this year.

36.51%of revenue went to management and office costs28.0% of expenses

$14.32in assets for every $1 spent this yearSome assets cannot be spent right away.

67.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $40,315 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$132,802

Mission workProgram services$114,45486.18% of revenue66.1% of expenses

ManagementOffice and general costs$48,48336.51% of revenue28.0% of expenses

FundraisingAsking for donations$10,1807.67% of revenue5.9% of expenses

Total expenses$173,117130.36% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 66.1% mission · 28.0% management · 5.9% fundraisingTotal expenses: 130.36% of revenue

2023Expense mix: 71.7% mission · 28.3% management · 0.0% fundraisingTotal expenses: 262.68% of revenue

2022Expense mix: 94.4% mission · 5.6% management · 0.0% fundraisingTotal expenses: 1,679.46% of revenue

2021Expense mix: 88.5% mission · 11.5% management · 0.0% fundraisingTotal expenses: 74.49% of revenue

2020Expense mix: 80.8% mission · 19.2% management · 0.0% fundraisingTotal expenses: 178.25% of revenue

2019Expense mix: 77.3% mission · 20.5% management · 2.2% fundraisingTotal expenses: 272.62% of revenue

2018Expense mix: 62.5% mission · 24.3% management · 13.1% fundraisingTotal expenses: 112.37% of revenue

Money in and money out

Revenue$132,802

Expenses$173,117

Annual shortfall $40,315 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$114,454 · 66.1% of expenses

Management and office costs$48,483 · 28.0% of expenses

Fundraising$10,180 · 5.9% of expenses

See all reported dollar amounts

Revenue$132,802

Expenses$173,117

Assets$2,479,004

Income$259,509

Contributions$89,264

Mission work (program services)$114,454

Fundraising$10,180

Grants given$1,596,369

Average grant$266,062

Management and general$48,483

Executive compensation (total)$11,019

Stocks and bonds$2,278,034

Accounting fees$665

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (12)

AGUSTIN BENEGASDIRECTOR

AURORA FLORESDIRECTOR

DALE HOISINGTONTREASURER

FRAN HORNDIRECTOR

JUDY STEELEDIRECTOR

KAREN MCKELLARVICE PRESIDENT

LESTER COOPERDIRECTOR

LINDA PARKERSECRETARY

MARY SIGNORELLIDIRECTOR

MIKE STEELEPAST PRESIDENT

PHYLLIS GLEASMANPRESIDENT

SUSAN FISCHERDIRECTOR

About this charity

Recognized since: January 1993
Location: PO BOX 1911, CHELAN, WA 98816-1911
County: Chelan
In care of: Dale Hoisington
Primary officer: Dale Hoisington, Treasurer

How to reach them

WebsiteVisit the charity’s website Phone(509) 682-6125

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: ROSA MARIA CRUZ CPA PLLC
NTEE classification: Community Foundations (T31)
IRS tax category: Community Foundations
Grant-giving organization: Yes