2022-11-14T17:40:15-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990PF 2021-01-01 263375286 EMPIRE HEALTH FOUNDATION EMPI 5093151260 PO BOX 244 SPOKANE WA 99210 THOMAS E SMITH PRESIDENT 5093151260 2022-11-09 1 THOMAS SMITH 999009999 TINA HENTON P00630282 6268577300 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 102630779 X 940411 13083 13083 623482 659479 243222 243222 -212055 6155417 27311702 6287552 1748762 29880 1729377 9724377 7233216 1729377 233750 0 0 234190 2135311 0 829635 1322638 846794 0 182852 659897 242084 125 9467 211325 147578 0 101291 46288 988182 323341 282080 517520 230 0 230 0 116676 9992 21140 20207 224078 178258 0 256273 49701 4030 202541 69150 0 2482 66026 815084 217201 90271 452229 6075190 778618 1523478 3732861 2096453 2133650 8171643 778618 1523478 5866511 1552734 6454598 205899 949971 1463167 1463167 1628068 2696511 2696511 915215 1296714 915215 915215 1500000 3134479 1500000 1500000 602023 460177 460177 12270357 9488708 9488708 15741639 36201184 36201184 9265158 27053706 27053706 47988798 18804327 18804327 4602571 1662898 3158518 2939673 2939673 965944 1108111 1108111 97001669 102630779 102630779 725352 709951 107000 393521 185546 83000 96000 1494419 805951 X 90881570 97733920 4625680 4090908 95507250 101824828 97001669 102630779 95507250 1552734 4764844 101824828 0 101824828 PUBLICLY TRADED SECURITIES 24178894 21156285 3022609 3022609 CAPITAL GAIN/LOSS ON PARTNERSHIP K-1S P 457108 457108 CAPITAL GAIN/LOSS ON PARTNERSHIP INVESTMENTS P 324973 324973 0 0 CAPITAL GAIN DISTRIBUTIONS P 2807835 2807835 2807835 6287552 89719 0 89719 0 89719 88908 0 0 0 88908 0 811 1 0 0 0 0 0 0 0 1 1 0 1 1 WA 1 0 0 1 1 1 EMPIREHEALTHFOUNDATION.ORG DAVID LUHN 5093151260 1020 W RIVERSIDE AVE SPOKANE WA 99201 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 MARY SELECKY PO BOX 244 SPOKANE WA 99210 DIRECTOR, IMMEDIATE PAST CHAIR 0.50 0 0 267 TODD KOYAMA PO BOX 244 SPOKANE WA 99210 DIRECTOR, CHAIR 0.50 0 0 0 SHARON FAIRCHILD PO BOX 244 SPOKANE WA 99210 DIRECTOR, BOARD TREASURER 0.50 0 0 0 LUISITA FRANCIS PO BOX 244 SPOKANE WA 99210 DIRECTOR, BOARD SECRETARY 0.50 0 0 0 THOMAS E SMITH PO BOX 244 SPOKANE WA 99210 PRESIDENT (EFFECTIVE 10/1/2020) 38.00 224834 48186 1707 DAVID E LUHN PO BOX 244 SPOKANE WA 99210 CHIEF FINANCIAL OFFICER (THRU 07/2021) 38.80 154134 39861 1042 LILY ZHANG PO BOX 244 SPOKANE WA 99210 CHIEF FINANCIAL OFFICER (FROM 08/2021) 39.50 96111 9327 1688 THOMAS QUIGLEY PO BOX 244 SPOKANE WA 99210 FORMER DIRECTOR (TERMED OFF MARCH 2021 0.50 0 0 0 WILLIAM BOUTEN PO BOX 244 SPOKANE WA 99210 FORMER DIRECTOR (TERMED OFF MARCH 2021 0.50 0 0 0 DONNA MOULTON PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 159 ALISON BOYD-BALL PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 LUIS MANRIQUEZ PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 JEFF THOMAS PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 TAWHNEE COLVIN PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 JENNY SMITH PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 106 KIM PEARMAN-GILLMAN PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 MONICA SIMEON PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 OSCAR HARRIS PO BOX 244 SPOKANE WA 99210 DIRECTOR, VICE CHAIR 0.50 0 0 0 RHOSETTA RHODES PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 CICELY WHITE PO BOX 244 SPOKANE WA 99210 DIRECTOR 0.50 0 0 0 SHIVON BRITE PO BOX 244 SPOKANE WA 99210 SR. VICE PRESIDENT O 39.90 189162 27617 824 LAURA MARTIN PO BOX 244 SPOKANE WA 99210 VICE PRESIDENT OF OP 40.00 170849 40928 898 SHEILA K MORLEY PO BOX 244 SPOKANE WA 99210 LEASED EXEC DIRECTOR 40.00 162807 30769 900 DANNY AUNE PO BOX 244 SPOKANE WA 99210 SENOR PROGRAM DIRECT 40.00 125030 28386 5829 JESSICA ARMENTROUT PO BOX 244 SPOKANE WA 99210 CONTROLLER-FAMILY IM 40.00 88804 35444 2336 15 FAEGRE DRINKER BIDDLE & REATH LLP PO BOX 536777 PITTSBURGH PA 152535909 LEGAL SERVICES 176194 PATRICK DUNN & ASSOCIATES LTD 13531 NORTHSHIRE ROAD NW SEATTLE WA 98177 GOVERNMENT RELATIONS CONSULTING 98940 MILLIMAN INC 10 W MARKET ST STE 1600 INDIANAPOLIS IN 462042966 PERFORMANCE AUDIT 98435 HALLOCK CONSULTING 1224 E BLACKHAWK DRIVE SPOKANE WA 99208 GOVERNMENT RELATIONS CONSULTING 92000 FRED HUTCHINSON CANCER RESEARCH CENTER PO BOX 19024 SEATTLE WA 98109 COVID19 CANCER DATA RESEARCH 61724 0 AGING SERVICES: TODAY, AN INCREASING PERCENTAGE OF THE PEOPLE IN OUR REGION ARE AGE 50 OR OLDER, YET MOST FAMILIES AND COMMUNITIES DON'T HAVE THE RESOURCES TO PROVIDE VITAL CARE TO OUR AGING POPULATION--ESPECIALLY IN RURAL AREAS AND TRIBAL COMMUNTIES. FOR AT-RISK OLDER PEOPLE IN RURAL AREAS, WE SUPPORT A PROGRAM THAT INCORPORATES THEIR MOST-TRUSTED MEDICAL PROFESSIONALS: PRIMARY CARE PROVIDERS AND PHARMACISTS. FOR OLDER ADULTS IN THE SPOKANE TRIBE OF INDIANS, WE SUPPORT HEALTH COACHES, A CARE COORDINATOR AND FITNESS PROGRAMS. TARGETED RESULTS INCLUDE IMPROVING PATIENT ACTIVATION MEASURES (AN ASSESSMENT OF HOW CAPABLE AN INDIVIDUAL IS OF MANAGING THEIR OWN HEALTH AND HEALTHCARE). THIS EFFORT IS FUNDED THROUGH A GRANT FROM A PRIVATE FOUNDATION CONTRIBUTOR. 795604 NATIVE HEALTH - A COMBINATION OF GRANTS AND CONSULTING TARGETING NATIVE COMMUNITIES AND PARTNERS. EFFORTS IN 2021 MOSTLY INCLUDED SUPPORT FOR TRADITIONAL NATIVE HEALING METHODS (INTEGRATED CULTURAL HEALING MODEL OR "ICHM") 432662 CANCER RESEARCH - THE FOUNDATION IS THE ADMINISTRATOR FOR THE ANDY HILL CANCER RESEARCH ENDOWMENT (CARE) FUND, WHICH IS A STATE-FUNDED EFFORT TO MOVE CANCER RESEARCH FURTHER AND FASTER. APPROXIMATELY $20.6 MILLION OF GRANTS HAVE BEEN AWARDED THROUGH 06/23/2021 BY CARE'S BOARD TO SUPPORT CANCER RESEARCH IN WASHINGTON STATE (NOTE: THE ADMINISTRATION OF THIS CONTRACT IS BY THE FOUNDATION PURSUANT TO ITS CONTRACT WITH THE WASHINGTON DEPARTMENT OF COMMERCE--THE GRANT FUNDS ARE HELD AND AWARDED THROUGH THE FOUNDATION'S AFFILIATE, PHILANTHROPY IN ACTION). 798792 EQUITABLE ECONOMIES - THIS INITIATIVE IS DESIGNED TO SUPPORT COMMUNITY-BASED ORGANIZATIONS AND SMALL BUSINESSES FROM ACROSS OUR REGION TO DEVELOP THE CAPACITY TO ACCESS AMERICAN RESCUE PLAN ACT (ARPA) DOLLARS. WE ARE INTERESTED IN MAKING INVESTMENTS TO SUPPORT COMMUNITY-IDENTIFIED STRATEGIES THAT SHOW PROMISE IN ATTRACTING ARPA RESOURCES. 379924 0 88111246 3567996 0 91679242 0 0 91679242 1375189 90304053 4515203 4515203 89719 4635 94354 4420849 0 4420849 0 4420849 5866511 0 5866511 4420849 0 0 5382506 2411402 2455028 5898819 1738704 17886459 5866511 0 0 978522 4420849 467140 0 0 19332121 0 0 0 0 0 978522 4403984 13949615 2411402 2455028 5898819 1738704 1445662 X ALLIANCE FOR INTEGRATED MEDICATION MGT PO BOX 2046 FAIRFAX VA 22031 NONE PC TO PROMOTE IMPROVED HEALTH 218000 AMERICAN INDIAN COMMUNITY CENTER 610 E NORTH FOOTHILLS DRIVE SPOKANE WA 99207 NONE PC TO PROMOTE IMPROVED HEALTH 80000 CATHOLIC CHARITIES EASTERN WA PO BOX 2253 SPOKANE WA 992102253 NONE PC TO PROMOTE IMPROVED HEALTH 107000 FAMILY PROMISE OF SPOKANE 904 E HARTSON AVENUE SPOKANE WA 99202 NONE PC MATCH EMPLOYEE CONTRIBUTION 39750 INNOVIA FOUNDATION 421 W RIVERSIDE AVE 606 SPOKANE WA 992010405 NONE PC TO PROMOTE IMPROVED HEALTH 364940 LATINO COMMUNITY FUND OF WASHINGTON PO BOX 30669 SEATTLE WA 98103 NONE PC MATCH EMPLOYEE CONTRIBUTION 300 LIFE SERVICES OF SPOKANE 2659 N ASH SPOKANE WA 99205 NONE PC MATCH EMPLOYEE CONTRIBUTION 200 NAACP SPOKANE 25 W MAIN AVE STE 239 SPOKANE WA 99201 NONE PC MATCH EMPLOYEE CONTRIBUTION 4050 PHILANTHROPY IN ACTION 1020 W RIVERSIDE AVENUE SPOKANE WA 99201 FOUNDATION IS A SOLE MEMBER OF GRANTEE PC TO PROMOTE IMPROVED HEALTH 185200 PLANNED PARENTHOOD OF GREATER WA & N ID 1117 TIETON DRIVE YAKIMA WA 98902 NONE PC TO PROMOTE IMPROVED HEALTH 4000 SPOKANE TRIBE - HEALTH AND HUMAN SERVICES PO BOX 100 WELLPINIT WA 99040 FOUNDATION DIRECTOR AFFILIAT GOV TO PROMOTE IMPROVED HEALTH 120000 TERRAIN PROGRAMS 304 W PACIFIC AVE 190 SPOKANE WA 99201 NONE PC TO PROMOTE IMPROVED HEALTH. 20000 UNION GOSPEL MISSION 1224 E TRENT AVE SPOKANE WA 99202 NONE PC MATCH EMPLOYEE CONTRIBUTION 460 VOLUNTEERS OF AMERICA OF E WA & N ID 525 W 2ND AVENUE SPOKANE WA 99201 NONE PC TO PROMOTE IMPROVED HEALTH 51900 WOMEN HELPING WOMEN FUND 1325 W 1ST AVENUE SUITE 318 SPOKANE WA 99201 NONE PC MATCH EMPLOYEE CONTRIBUTION 40000 YWCA 930 NORTH MONROE STREET SPOKANE WA 99201 NONE PC MATCH EMPLOYEE CONTRIBUTION 10000 AMERICAN INDEPENDENT BUSINESS ALLIANCE PO BOX 6601 CINCINNATI OH 452069998 NONE PC TO PROMOTE IMPROVED HEALTH 21053 ASIAN COUNSELING & REFERRAL SERVICE 3639 MARTIN LUTHER KING JR WAY S SEATTLE WA 981446847 NONE PC TO PROMOTE IMPROVED HEALTH 4000 CARL MAXEY CENTER 1312 N MONROE STREET NO 148 SPOKANE WA 99201 NONE PC TO PROMOTE IMPROVED HEALTH 4000 CENTRO DE ORIENTACION FAMILIAR 10412 E 13TH AVE SPOKANE VALLEY WA 992063403 NONE PC TO PROMOTE IMPROVED HEALTH 12000 COMPASSIONATE ADDICTION TREATMENT 112 E 1ST AVE SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 10000 EASTERN WA UNIVERSITY FOUNDATION 102 HARGREAVES HALL CHENEY WA 99004 FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC TO PROMOTE IMPROVED HEALTH 12600 FEAST COLLECTIVE 1321 W 3RD AVE SPOKANE WA 99201 NONE PC TO PROMOTE IMPROVED HEALTH 17000 FRIENDS OF KSPS 3911 S REGAL ST SPOKANE WA 99223 FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC MATCH EMPLOYEE CONTRIBUTION 240 HEALTHY FERRY COUNTY COALITION 8802 W CAMPUS DR SPOKANE WA 99224 NONE PC TO PROMOTE IMPROVED HEALTH 10000 JESUS IS THE ANSWER CHURCH 1803 E DESNET AVE SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 12000 LAKE ROOSEVELT COMMUNITY HEALTH CENTERS PO BOX 290 INCHELIUM WA 99138 NONE GOV MATCH EMPLOYEE CONTRIBUTION 10000 LATINOS EN SPOKANE 947 E ERMINA SPOKANE WA 99207 NONE PC TO PROMOTE IMPROVED HEALTH 4000 LOS ALTOS COMMUNITY FOUNDATION 183 HILLVIEW AVE LOS ALTOS CA 94022 NONE PC TO PROMOTE IMPROVED HEALTH 5000 MARTIN LUTHER KING JR FAMILY OUTREACH CENTER 500 S STONE ST SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 14000 NATIVE PROJECT INC 1803 W MAXWELL AVE SPOKANE WA 99201 NONE PC TO PROMOTE IMPROVED HEALTH 4150 NEW DEVELOPED NATIONS 5523 E COMMERCE AVE SPOKANE WA 99212 NONE PC TO PROMOTE IMPROVED HEALTH 24000 NEWPORT HOSP & HEALTH SVCS FOUNDATION 714 W PINE STREET NEWPORT WA 99156 FOUNDATION DIRECTOR AFFILIAT PC TO PROMOTE IMPROVED HEALTH 10000 NORTHEAST TRI COUNTRY HEALTH DISTRICT 240 E DOMINION AVE COLVILLE WA 99114 NONE GOV TO PROMOTE IMPROVED HEALTH 10000 NORTHWEST HARVEST EMM PO BOX 12272 SEATTLE WA 98102 NONE PC TO PROMOTE IMPROVED HEALTH 8000 PACIFIC ISLANDER COMMUNITY ASSOCIATION 603 S 150TH ST BURIEN WA 98148 NONE PC TO PROMOTE IMPROVED HEALTH 4000 PARA LOS NINOS DE HIGHLINE 15220 6TH AVE SW BURIEN WA 98166 NONE PC MATCH EMPLOYEE CONTRIBUTION 100 PROJECT ID 4209 E PACIFIC AVE SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 20000 SALISH SCHOOL OF SPOKANE PO BOX 10271 SPOKANE WA 99209 NONE PC TO PROMOTE IMPROVED HEALTH 20400 SEATTLE FOUNDATION 1601 FIFTH AVENUE SUITE 1900 SEATTLE WA 98101 NONE PC TO PROMOTE IMPROVED HEALTH 100000 SPECTRUM 1414 W 14TH AVE SPOKANE WA 99204 NONE PC TO PROMOTE IMPROVED HEALTH 34000 SPOKANE AIDS NETWORK 1121 S PERRY ST SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 10000 SPOKANE COUNTY HUMAN RIGHTS TASK FORCE PO BOX 4552 SPOKANE WA 992200552 NONE PC TO PROMOTE IMPROVED HEALTH 500 SPOKANE TRIBAL NETWORK PO BOX 390 WELLPINIT WA 99040 FOUNDATION DIRECTOR AFFILIAT PC TO PROMOTE IMPROVED HEALTH 106500 SPOKANE TRIBE LANGUAGE AND CULTURE PROGRAM PO BOX 100 WELLPINIT WA 99040 FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 300 SPOKANE TRIBE OF INDIANS 6195 FORD - WELLPINIT RD WELLPINIT WA 99040 FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 60000 THE EMMANUEL FAMILY LIFE CENTERRICHARD ALLEN ENTERPRISES 631 S RICHARD ALLENT CT SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 4000 VETS PSYCH CORPS INC PO BOX 3551 SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 4375 WA STATE UNIVERSITY PULLMAN 220 FRENCH ADMINISTRATION BLDG PULLMAN WA 991641025 FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 63232 WOMEN'S HEALING AND EMPOWERMENT NETWORK PO BOX 9637 SPOKANE WA 992099637 NONE PC TO PROMOTE IMPROVED HEALTH 18000 WORLD RELIEF CORP - SEATTLE 23835 PACIFIC HIGHWAY S STE 100 KENT WA 98032 NONE PC MATCH EMPLOYEE CONTRIBUTION 400 WSU HEALTH SCIENCES SPOKANE SAC 525A SPOKANE WA 99202 FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 250000 2133650 0 STATE & AGENCY CONTRACTS 535159 SHARED SERVICE AGREEMENTS WITH AFFILIATES 711498 COST REPORT RECOVERY 70248 14 13083 14 623482 16 -212055 523000 31049 18 6124368 DISTRIBUTIONS FROM TRUSTS 01 19385 PPP LOAN FORGIVENESS 400027 COMPANY MANAGEMENT FEES 12445 31049 6568263 1729377 8328689 1 STATE & AGENCY CONTRACT - WASHINGTON STATE CARE GRANT PROVIDED TO EHF FOR CONTINUING RESEARCH TO CURE VARIOUS DISEASES. 1 SHARED SERVICE AGREEMENTS - OPERATIONAL SUPPORT FOR AFFILIATED ENTITIES THAT SUPPORT EHF'S MISSION 1 COST REPORT RECOVERY - THE ORGANIZATION, AS A LEGACY OF THE HOSPITAL CONVERSION, FROM TIME TO TIME RECEIVES ADJUSTMENTS ON HOSPITAL COST REPORTS THAT WERE FILED PRE-SALE OCTOBER 1, 2008. 11 COMPANY MANAGEMENT FEES - INCOME RECEIVED PURSUANT AGREEMENT FOR J AULD APTS LLCCOMPANY IS THE MANAGING GENERAL PARTNER (THROUGH EHF JAM MM LLC) AND IS ENTITLED ANNUALLY TO SUCH FEE. 11 PPP LOAN FORGIVENESS - PPP FUNDS USED DIRECTLY TO COVER PAYROLL ASSOCIATED WITH THE DIRECT OPERATION OF EHF'S EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 1 1c 52636 EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) THIS 501C4 RELATED RELATED ENTITY (THE RESPONDING ORGANIZATION IS A MEMBER OF THE 501C4 ENTITY) SHARED EMPLOYEES WITH THE ORGANIZATION (REIMBURSED $51,680) AND ALSO REIMBURSED THE ORGANIZATION FOR CERTAIN COSTS PAID BY THE ORGANIZATION ($956). 1 EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) 501C4 RELATED ENTITY THAT SHARES EMPLOYEES. X X 1 MARGARET A CARGILL FOUNDATION 6889 ROWLAND ROAD EDEN PRARIE MN 55344 15521 X 2 SEATTLE FOUNDATION 1601 FIFTH AVENUE SUITE 1900 SEATTLE WA 981013615 500000 X 3 IRREVOCABLE LIFE INSURANCE TRUST OF ALMA TEMPLETON W 601 MAIN AVENUE SUITE 1215 SPOKANE WA 992010615 423390 X ACCOUNTING 147578 0 101291 46288 PURSUANT TO IRC SECTION 4942(G)(3) AND REG. 53.4942(A)-3(C), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. THE FOUNDATION'S ACTIVITIES RELATED TO ATTEMPTS TO INFLUENCE LEGISLATION WERELIMITED TO THOSE THAT EITHER QUALIFY AS EXCEPTIONS TO THE PROHIBITIONS AGAINSTSUCH ACTIVITY AS DESCRIBED IN IRC 4945(E) AND REGULATIONS SECTION 53.4945-2(D),OR WERE FOR PURPOSES OF DISCUSSING PROPOSALS RELATED TO PROJECTS JOINTLY FUNDEDOR POTENTIALLY JOINTLY FUNDED BY THE FOUNDATION AND A GOVERNMENTAL BODY. 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