2021-11-04T18:05:50-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990PF 2020-01-01 263375286 EMPIRE HEALTH FOUNDATION EMPI 5093151260 PO BOX 244 SPOKANE WA 99210 THOMAS E SMITH PRESIDENT 5093151260 2021-11-03 1 THOMAS SMITH 999009999 TINA HENTON P00630282 6268577300 2021-11-03 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 97001669 X 3986979 19367 58668 712989 718403 174795 174795 -143968 1985239 33027735 1989321 2485500 14772 2471407 9364869 2955959 2471407 354287 0 0 353848 2374077 0 1096653 1279595 830793 0 297521 545904 143590 300 1827 200986 43200 0 1050 42150 1343106 289551 545876 526959 1187 0 0 0 37856 8028 28802 0 210293 178255 0 193576 52024 8270 133281 83120 0 11313 81524 693006 81254 35106 415076 6308091 609412 2026418 3579323 2031767 2050825 8339858 609412 2026418 5630148 1025011 2346547 444989 516517 949971 949971 1051299 1628068 1628068 1296714 408799 1296714 1296714 3134479 1000000 3134479 3134479 661951 602023 602023 15274477 12270357 12270357 12731845 15741639 15741639 4448106 9265158 9265158 1000000 0 0 45340180 47988798 47988798 4642901 1484383 3284134 3158518 3158518 1004309 965944 965944 86721617 97001669 97001669 369499 725352 458748 107000 393521 185546 82000 83000 910247 1494419 X 83356515 90881570 2454855 4625680 85811370 95507250 86721617 97001669 85811370 1025011 8670869 95507250 0 95507250 PUBLICLY TRADED SECURITIES 32229459 31038414 1191045 1191045 PARTNERSHIP CAPITAL GAIN P 3211 3211 3211 CAPITAL GAINS DIVIDENDS P 795065 795065 795065 1989321 32617 0 32617 0 32617 75860 0 0 0 75860 0 43243 43243 0 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 1610 HIGHWAY 20 EAST COLVILLE WA 99114 DIRECTOR, BOARD CHAIR 0.50 0 0 683 TODD KOYAMA 203 N WASHINGTON ST STE 203 SPOKANE WA 99201 DIRECTOR, BOARD VICE CHAIR 0.50 0 0 0 THOMAS QUIGLEY 601 W MAIN ST SUITE 400 SPOKANE WA 99201 DIRECTOR, BOARD TREASURER 0.50 0 0 0 LUISITA FRANCIS 6012 S HELENA SPOKANE WA 99223 DIRECTOR, BOARD SECRETARY 0.50 0 0 0 THOMAS E SMITH 4127 N WALL ST SPOKANE WA 99205 PRESIDENT (EFFECTIVE 10/1/2020) 38.60 75754 10544 1153 DAVID E LUHN 2237 HILLSIDE DR CHENEY WA 99004 CHIEF FINANCIAL OFFICER 39.20 141104 44381 1051 ALISON BOYD-BALL PO BOX 150 NEPELEM WA 99155 DIRECTOR 0.50 0 0 0 BILL BOUTEN PO BOX 3507 SPOKANE WA 99220 DIRECTOR 0.50 0 0 0 JEFF THOMAS 107 S DIVISION SPOKANE WA 99202 DIRECTOR 0.50 0 0 0 TAWHNEE COLVIN PO BOX 594 WELLPINIT WA 99040 DIRECTOR 0.50 0 0 0 JENNY SMITH 714 W PINE ST NEWPORT WA 99156 DIRECTOR 0.50 0 0 0 KIM PEARMAN-GILLMAN 14610 E SPRAUGE AVE SPOKANE VALLEY WA 99216 DIRECTOR 0.50 0 0 0 MONICA SIMEON 55 E LINCOLN RD STE 102 SPOKANE WA 99208 DIRECTOR 0.50 0 0 0 OSCAR HARRIS 200 N BERNARD SPOKANE WA 99201 DIRECTOR 0.50 0 0 0 RHOSETTA RHODES 300 W HAWTHORNE RD SPOKANE WA 99251 DIRECTOR 0.50 0 0 0 SHARON FAIRCHILD 22815 E CLEARWATER LANE LIBERTY LAKE WA 99019 DIRECTOR 0.50 0 0 0 JEFFREY BELL 271 ROCKWOOD RD NEWPORT WA 99156 INTERIM PRESIDENT (RESIGNED 9/30/2020) 37.20 264525 35755 673 GARY STOKES 3911 S REGAL SPOKANE WA 99223 FORMER DIRECTOR (TERMED OFF MARCH 2020 0.50 0 0 0 RODNEY MCCAULEY 3501 S WHIPPLE SPOKANE WA 99206 FORMER DIRECTOR (TERMED OFF MARCH 2020 0.50 0 0 0 NATHAN SMITH 1107 W 18TH AVE SPOKANE WA 99203 FORMER DIRECTOR (TERMED OFF MARCH 2020 0.50 0 0 0 SHIVON BRITE 9308 N MOUNTAIN LANE SPOKANE WA 99218 SR. VICE PRESIDENT O 39.50 195167 28802 689 SHEILA K MORLEY 4209 S HATCH SPOKANE WA 99203 LEASED EXEC DIRECTOR 40.00 167236 29570 675 LAURA F CANTRELL 1037 NE 65TH ST 104 SEATTLE WA 98115 EXEC DIRECTOR - CARE 40.00 157799 38029 1397 LAURA MARTIN 14211 S KEENEY RD SPOKANE WA 99224 VICE PRESIDENT OF OP 39.50 167177 21921 675 TRACI RICHMOND 10209 E WALTON CT SPOKANE WA 99206 LEASED EXEC DIRECTOR 40.00 141258 30377 675 0 KIEMLE HADOOD 601 W MAIN SUITE 200 SPOKANE WA 99201 CONSTRUCTION MANAGEMENT SERVICES 266839 NONPROFIT PROFESSIONAL ADVISORY GROUP 207 HIGH RD NEWBURY MA 01951 EXECUTIVE RECRUITING AND COMPENSATION BENCHMARKING 175683 FRED HUTINSON CANCER RESEARCH CENTER PO BOX 19024 SEATTLE WA 98109 COVID19 CANCER DATA RESEARCH 106479 KLUND HOSMER 216 W PACIFIC AVE STE 201 SPOKANE WA 99201 MARKETING AND DESIGN SERVICES 98218 PATRICK DUNN & ASSOCIATES LTD 13531 NORTHSHIRE ROAD NW SEATTLE WA 98177 GOVERNMENT RELATIONS CONSULTING 96235 3 AGING SERVICES - TODAY, 35% 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. 1250346 NATIVE HEALTH - A COMBINATION OF GRANTS AND CONSULTING TARGETING NATIVE COMMUNITIES AND PARTNERS. EFFORTS IN 2020 INCLUDED SUPPORT FOR LANGUAGE RESTORATION AND TRADITIONAL NATIVE HEALING METHODS AND WILDFIRE RELIEF. 384100 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 $5 MILLION OF GRANTS HAVE BEEN AWARDED THROUGH 12/31/2020 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). 731285 NATIVE AMERICAN FAMILY PRESERVATION (UP-FRONT ASSESSMENT) - THE PURPOSE IS TO REDUCE OUT-OF-HOME PLACEMENTS AMONG AMERICAN INDIAN/ALASKA NATIVE CHILDREN IN UP TO THREE COMMUNITIES IN EASTERN WASHINGTON BY 50% WITHIN THREE YEARS BY PROVIDING ACCESS TO CULTURALLY COMPETENT ASSESSMENTS, SAFETY PLANS AND MENTAL HEALTH SERVICES. THIS EFFORT IS FUNDED THROUGH A GRANT FROM A PRIVATE FOUNDATION CONTRIBUTOR. 422115 0 76512101 2905471 0 79417572 0 0 79417572 1191264 78226308 3911315 3911315 32617 254 32871 3878444 13000 3891444 0 3891444 5630148 0 5630148 0 5630148 3891444 0 0 17508573 5382506 2411402 2455028 5898819 33656328 5630148 0 0 1672461 3891444 66243 0 0 35395032 0 0 0 0 0 1672461 15836112 17886459 5382506 2411402 2455028 5898819 1738704 X AGING & LONG-TERM CARE OF EASTERN WA 1222 N POST STREET SPOKANE WA 99201 NONE PC TO PROMOTE IMPROVED HEALTH 132000 ALLIANCE FOR INTEGRATED MEDICATION MGT PO BOX 2046 FAIRFAX VA 22031 NONE PC TO PROMOTE IMPROVED HEALTH 212000 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 300000 CONFEDERATED TRIBES OF THE COLVILLE RESER POBOX 150 NESPELEM WA 99155 FOUNDATION DIRECTOR AFFILIAT GOV TO PROMOTE IMPROVED HEALTH 163018 HOLISTIC NATIVE 55 E LINCOLN RD STE 102 SPOKANE WA 99208 NONE PC TO PROMOTE IMPROVED HEALTH 44900 INNOVIA FOUNDATION 421 W RIVERSIDE AVE 606 SPOKANE WA 992010405 NONE PC TO PROMOTE IMPROVED HEALTH 356200 KSPS PUBLIC TELEVISION 3911 S REGAL SPOKANE WA 99223 FOUNDATION DIRECTOR AFFILIAT PC MATCH EMPLOYEE CONTRIBUTION 240 LIFE SERVICES OF SPOKANE 2659 N ASH SPOKANE WA 99205 NONE PC MATCH EMPLOYEE CONTRIBUTION 750 NEW ESD101 4202 S REGAL ST SPOKANE WA 99223 NONE GOV TO PROMOTE IMPROVED HEALTH 55000 PHILANTHROPY NORTHWEST 2101 4TH AVE STE 650 SEATTLE WA 98121 NONE PC TO PROMOTE IMPROVED HEALTH 3750 PLANNED PARENTHOOD OF GREATER WA & N ID 1117 TIETON DRIVE YAKIMA WA 98902 NONE PC TO PROMOTE IMPROVED HEALTH 25 RURAL RESOURCES COMMUNITY ACTION 956 S MAIN STREET SUITE A COLVILLE WA 99114 NONE PC TO PROMOTE IMPROVED HEALTH 320000 SECOND HARVEST INLAND NORTHWEST 1234 E FRONT AVE SPOKANE WA 99202 NONE PC TO PROMOTE IMPROVED HEALTH 200 SPOKANE PUBLIC SCHOOLS 200 N BERNARD STREET SPOKANE WA 992010282 FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 10000 THE BAIL PROJECT PO BOX 750 VENICE CA 90294 NONE PC TO PROMOTE IMPROVED HEALTH 15000 THE SALISH SCHOOL OF SPOKANE ATTN KIM RICHARDS SPOKANE WA 99209 NONE PC TO PROMOTE IMPROVED HEALTH 2050 THE SALVATION ARMY-SPOKANE 222 E INDIANA AVE SPOKANE WA 99207 NONE PC MATCH EMPLOYEE CONTRIBUTION 300 UNION GOSPEL MISSION 1224 E TRENT AVE SPOKANE WA 99202 NONE PC MATCH EMPLOYEE CONTRIBUTION 930 VOLUNTEERS OF AMERICA OF E WA & N ID 525 W 2ND AVENUE SPOKANE WA 99201 NONE PC TO PROMOTE IMPROVED HEALTH 1177 WSU COLLEGE OF NURSING ADVANCEMENT OFFICE - ROOM 443 SPOKANE WA 99210 FOUNDATION DIRECTOR AFFILIAT GOV TO PROMOTE IMPROVED HEALTH 349375 YWCA 930 NORTH MONROE STREET SPOKANE WA 99201 NONE PC MATCH EMPLOYEE CONTRIBUTION 60 ACP FOUNDATION PO BOX 832865 RICHARDSON TX 75083 NONE PC MATCH EMPLOYEE CONTRIBUTION 100 CITY OF SPOKANE UTILITY DIVISION 1ST FLOOR CITY HALL SPOKANE WA 99256 NONE GOV MATCH EMPLOYEE CONTRIBUTION 50 GREATER CLEVELAND CONGREGATIONS 61114 FRANCIS AVE CLEVELAND OH 44127 NONE PC MATCH EMPLOYEE CONTRIBUITON 1000 LATINO COMMUNITY FUND OF WASHINGTON PO BOX 30669 SEATTLE WA 98103 NONE PC MATCH EMPLOYEE CONTRIBUTION 500 LES LILAS FR BILINGUAL COMMUNITY SCHOOL 6601 132ND AVE NE KIRKLAND WA 98033 NONE PC MATCH EMPLOYEE CONTRIBUTION 2000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC MATCH EMPLOYEE CONTRIBUITON 200 2050825 0 DEVELOPER FEES 674555 STATE & AGENCY CONTRACTS 781479 SHARED SERVICE AGREEMENTS WITH AFFILIATES 1015373 14 19367 14 712989 16 -143968 900000 3211 18 1982028 DISTRIBUTIONS FROM TRUSTS 01 11658 REFUND FROM PRIOR QUALIFIED DISTRIBUTIONS 01 13000 OTHER TRAILING INCOME 01 64 3211 2595138 2471407 5069756 1 DEVELOPER FEES - FURTHER EHF'S EXEMPT PURPOSE DUE TO EHF'S INVOLVEMENT IN THE DEVELOPMENT AND COMPLETION OF LIHTC HOUSING PROJECT. 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 0 0 0 0 0 0 0 0 1 1c 38112 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 $36,988) AND ALSO REIMBURSED THE ORGANIZATION FOR CERTAIN COSTS PAID BY THE ORGANIZATION ($1,124). 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 3984479 X ACCOUNTING 43200 0 1050 42150 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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151100 SOBER GRID INC SAFE EQUITY FMV 100000 100000 INVESCO TREASURY PORTFOLIO INSTITUTIONAL FMV 625049 625049 BESSEMER SWEEP PROGRAM (8M6468) FMV 799422 799422 BESSEMER SWEEP PROGRAM (8M6470) FMV 28744 28744 OW CREDIT INCOME FUND FMV 1758014 1758014 OW LARGE CAP STRATEGIES FD FMV 13221827 13221827 OW SMALL & MIDCAP STRAT FD FMV 4436013 4436013 BESSEMER SWEEP PROGRAM (8M1494) FMV 457692 457692 BESSEMER SWEEP PROGRAM (8M3627) FMV 13241 13241 OW CREDIT INCOME FUND FMV 1187457 1187457 OW LARGE CAP STRATEGIES FD FMV 11732239 11732239 OW SMALL & MIDCAP STRAT FD FMV 4080839 4080839 5TH AVE PRIV EQUITY 12 FMV 542340 542340 5TH AVE PRIV EQUITY 14 T2 FMV 3483701 3483701 5TH AVE REAL ASSETS 3 T1 FMV 233337 233337 BESSEMER SWEEP PROGRAM (8M1493) FMV 96100 96100 BESSEMER SWEEP PROGRAM (8M3626) FMV 6401 6401 OW CREDIT INCOME FUND FMV 449558 449558 OW LARGE CAP STRATEGIES FD FMV 3372385 3372385 OW SMALL & MIDCAP STRAT FD FMV 1213339 1213339 EQUIPMENT AND FIXTURES 665715 527167 138548 REAL PROPERTY 3869086 957216 2911870 LAND 108100 0 108100 LEGAL EXPENSES 143465 175 1827 200986 LEGAL FEES 125 125 0 ACCRUED INVESTMENT INCOME 191144 143595 143595 BENEFICIAL INTERESTS IN TRUSTS 283165 292349 292349 NOTE RECEIVABLE FROM J AULD APTS. LLC 530000 530000 530000 DUES & LICENSES 21996 175 2050 19696 INSURANCE 212489 0 0 103524 SPONSORSHIPS, PRINT & MEDIA 74927 0 9500 64928 OFFICE EXPENSE 26459 0 2001 25246 REPAIRS AND MAINTENANCE 463 0 0 1098 WORKER'S COMPENSATION FEES 18872 0 0 18453 ANNUITY PAYMENTS MADE 12370 0 0 7105 SOFTWARE TECH & LICENSES 108118 0 14975 93651 BANK & CREDIT CARD FEES 606 0 0 632 PRINT MEDIA MARKETING 98530 0 6022 32512 COMPUTERS & EQUIPMENT <$5K 22988 0 558 22479 COVID 19 COSTS 14109 0 0 14109 EXPENSES IN EXCESS OF INCOME FROM COLUMN C 0 0 0 11643 OTHER EXPENSES 77046 77046 0 OTHER EXPENSES 4033 4033 0 ROYALTY INCOME FROM K-1 873 ORDINARY INCOME FROM K-1 2241 DEVELOPER FEES 663926 674555 STATE & AGENCY CONTRACTS 781479 781479 SHARED SERVICE AGREEMENTS WITH AFFILIATES 1015373 1015373 DISTRIBUTIONS FROM TRUSTS 11658 11658 0 REFUND FROM PRIOR QUALIFIED DISTRIBUTIONS 13000 0 0 OTHER TRAILING INCOME 64 0 0 UNREALIZED GAIN ON PERMENANTLY RESTRICTED ASSETS 9184 UNREALIZED GAIN ON SECURITIES 8661685 WORKERS COMPENSATION PAYABLE 82000 83000 OTHER PROFESSIONAL FEES 1343106 289551 545876 526959 TAXES AND LICENSES 30576 22 28802 0 FOREIGN TAXES 0 726 0 0 TAXES 12 12 0 TAXES 7268 7268 0