2022-11-15T14:41:45-07:00 2021-12-31 271655209 Rosa Maria Cruz CPA PLLC PO Box 1046 Chelan WA 98816 990 2021-01-01 911196271 LAKE CHELAN HEALTH AND WELLNESS FOUNDATION LAKE 5096826125 PO Box 1911 Chelan WA 98816 Micheal Steele President 5096826125 2022-11-11 1 Rosa M Cruz P00404440 5096828710 2022-11-11 1 11 0 AAL2 2021 2022-09-23 18:48:47Z Micheal Steele PO Box 1911 Chelan WA 98816 969721 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 the Lake Chelan Community Hospital and its service area. In 2021, over $60,000 in healthcare educational scholarships were awarded and over $100,000 was contributed to the Chelan hospital for wellness programs. 13 13 1 13 0 0 66433 366826 0 0 69992 212962 0 0 136425 579788 183918 381087 0 0 27388 23403 0 0 0 31866 27381 243172 431871 -106747 147917 3241259 3564360 2542 355 3238717 3564005 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. 0 0 317412 54157 The Lake Chelan Health & Wellness Foundation is committed to advancing healthcare facilities within its hospital district. The Foundation regularly purchases highly needed equipment for the Lake Chelan Community Hospital. 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 has raised funds for a new hospital building. Contributions to the hospital include the use of designated donor advised funds. 63675 295193 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 2021, 25 Lake Chelan Valley students pursuing advanced healthcare degrees and 2 local healthcare professionals received over $60,000 in healthcare education assistance. 0 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. 0 411108 To provide accounting and safekeeping of endowment funds. 1000 1602 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. 1000 0 412710 382087 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X Arlene Abbott 5096826125 PO Box 1911 Chelan WA 98816 Micheal Steele President 2 X X 0 0 0 Karen McKellar Director 0.25 X 0 0 0 Eddi Brownfield-Nelson Treasurer 0.5 X X 0 0 0 Linda Parker Secretary 0.5 X X 0 0 0 Tom Anglin Past-President 0.25 X 0 0 0 Emmit Aston Director 0.25 X 0 0 0 Agustin Benegas Director 0.25 X 0 0 0 Karen Collins Director 0.25 X 0 0 0 Jan Fedor Director 0.25 X 0 0 0 Susan Fisher Director 0.25 X 0 0 0 Aurora Flores Director 0.25 X 0 0 0 Dale Hoisington Director 0.25 X 0 0 0 Judy Steele Director 0.25 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 366826 0 366826 0 916 916 0 0 0 0 0 0 0 0 0 0 0 0 601979 0 389933 0 212046 0 212046 212046 0 0 0 0 579788 212962 0 0 317412 317412 63675 63675 20480 20480 2923 2923 980 980 3285 3285 224 224 14446 14446 5600 5600 1178 1178 Dues/Subs/Licenses 400 0 400 Bank Fees 268 0 268 Program Expenses 1000 1000 0 431871 382087 49784 0 369084 363475 2872175 3200885 3241259 3564360 2542 355 2542 355 X 3782996 4426155 -544279 -862150 3238717 3564005 3241259 3564360 147917 180337 0 0 -2966 0 X 0 0 0 X 179614 136779 159103 66433 366826 908755 179614 136779 159103 66433 366826 908755 908755 25299 15835 3355 681 916 46086 954841 0.95173 0.87889 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 0 1602 0 28252 0 55726 0 1 1 3782996 314451 392383 63675 0 0 4426155 3417958 10151 504760 82488 67385 0 3782996 2977927 0 531301 91270 0 0 3417958 3209443 0 -133397 98119 0 0 2977927 2799815 0 506548 96920 0 0 3209443 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 the Lake Chelan Community Hospital. 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 317412 for providing and improving health care services at the Lake Chelan Community Hospital 1 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. 27 63675 Schedule I, Part I, Line 2 Funds that are given to the Lake Chelan Community Hospital, 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 A, Line 2 Family relationship between Mike Steele and Judy Steele. 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.