TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) Doug Shae...................................................................... Chair	2.00 ................. 4.00	X	X
(2) Cori Bautista...................................................................... Vice Chair	2.00 ................. 4.00	X	X
(3) Gus Heinicke...................................................................... Treasurer	2.00 ................. 4.00	X	X
(4) Abe Sorom MD...................................................................... Secretary	1.00 ................. 3.00	X	X
(5) Dave Balcom...................................................................... Board Member	1.00 ................. 3.00	X
(6) Mabel Bodell MD...................................................................... Board Member	1.00 ................. 3.00	X
(7) Garn Christensen...................................................................... Board Member	1.00 ................. 3.00	X
(8) Jenny Cravens...................................................................... Board Member	1.00 ................. 3.00	X
(9) Vanessa Gutierrez...................................................................... Board Member	1.00 ................. 3.00	X
(10) Greg Hamilton...................................................................... Board Member	1.00 ................. 3.00	X
(11) Jennifer Jorgensen MD...................................................................... Board Member	1.00 ................. 3.00	X
(12) James Murray MD...................................................................... Board Member	1.00 ................. 3.00	X
(13) Catherine Ridgeway MD...................................................................... Board Member	1.00 ................. 3.00	X
(14) Vicky Scharlau...................................................................... Board Member	1.00 ................. 3.00	X
(15) Michael Tuggy MD...................................................................... Board Member	1.00 ................. 3.00	X
(16) Mitchell A Garrison...................................................................... Board Member (January)	1.00 ................. 3.00	X
(17) Tom Tuszynski...................................................................... Board Member (January)	1.00 ................. 3.00	X

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

Wenatchee Valley Hospital

Employer identification number

45-5563741

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Wenatchee Valley Hospital

Employer identification number

45-5563741

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 17500.0000000000 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	1,854,000		1,854,000	1.280 %
b	Medicaid (from Worksheet 3, column a) . . . . .	12,669,368	7,608,401	5,060,967	3.490 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	14,523,368	7,608,401	6,914,967	4.770 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).
f	Health professions education (from Worksheet 5) . . .
g	Subsidized health services (from Worksheet 6) . . . .	34,185,467	26,090,693	8,094,774	5.580 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .
j	Total. Other Benefits . .	34,185,467	26,090,693	8,094,774	5.580 %
k	Total. Add lines 7d and 7j .	48,708,835	33,699,094	15,009,741	10.350 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

1,266,358

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

10,944,769

Enter Medicare allowable costs of care relating to payments on line 5.....

14,860,452

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-3,915,683

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2023

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	Wenatchee Valley Hospital 820 North Chelan Ave Wenatchee,WA98801 www.confluencehealth.org HAC.FS.60424211	X	X	X	X	X

Schedule H (Form 990) 2023

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	Wenatchee Valley Hospital
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): See Part V, Page 8

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 23

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): See Part V, Page 8

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	Wenatchee Valley Hospital
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 175.000000000000%
and FPG family income limit for eligibility for discounted care of 300.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

See Part V, Page 8

The FAP application form was widely available on a website (list url):

See Part V, Page 8

A plain language summary of the FAP was widely available on a website (list url):
See Part V, Page 8

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	Wenatchee Valley Hospital
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	Wenatchee Valley Hospital
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
Wenatchee Valley Hospital	Part V, Section B, Line 5: In 2022, a 2022 Community Health Needs Assessment was conducted. The purpose of the Community Health Needs Assessment is to provide information so that communities may identify issues of greatest concern and decide to commit resources to those areas, thereby making the greatest possible impact on community health status. This Community Health Needs Assessment will serve as a tool toward reaching three basic goals:To improve residents' health status, increase their life spans, and elevate their overall quality of life. A healthy community is not only one where its residents suffer little from physical and mental illness, but also one where its residents enjoy a high quality of life. To reduce the health disparities among residents. By gathering demographic information along with health status and behavior data, it will be possible to identify population segments that are most at-risk for various diseases and injuries. Intervention plans aimed at targeting these individuals may then be developed to combat some of the socio-economic factors that historically have had a negative impact on residents' health. To increase accessibility to preventive services for all community residents. More accessible preventive services will prove beneficial in accomplishing the first goal (improving health status, increasing life spans, and elevating the quality of life), as well as lowering the costs associated with caring for late-stage diseases resulting from a lack of preventive care. The Community Voice survey from the 2019 CHNA was used again in 2022 CHNA. The survey instrument used for this study is based largely on the Centers for Disease Control and Prevention (CDC) Behavioral Risk Factor Surveillance System (BRFSS), as well as various other public health surveys and customized questions addressing gaps in indicator data relative to health promotion and disease prevention objectives and other recognized health issues. The final survey instrument was developed by Confluence Health and PRC.To solicit input from key informants, those individuals who have a broad interest in the health of the community, an Online Key Informant Survey also was implemented as part of this process. A list of recommended participants was provided by Confluence Health; this list included names and contact information for physicians, public health representatives, other health professionals, social service providers, and a variety of other community leaders. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Key informants were contacted by email, introducing the purpose of the survey and providing a link to take the survey online; reminder emails were sent as needed to increase participation.The Survey was offered in English and Spanish and was administered by SurveyMonkey. Paper copies were provided at various organizations throughout the Region. The survey captured the opinions of the Health Community, the factors to improve health, the greatest risks to health and the behaviors in the Community that positively impacted or genitively affect Health.
Wenatchee Valley Hospital	Part V, Section B, Line 6a: Central Washington Hospital
Wenatchee Valley Hospital	Part V, Section B, Line 6b: Aging and Adult care, Alateheia Riding Center, Americagroup, Ameircan Heart Association, America Red Cross-Apple Valley Chapeter, Apple valley Honda, Ballard Ambulance, Big Bend Community College, Cascade Medical Center, Cascade Medical Foundation, Cascade School District, Chelan County, Chelan County PUD, Chelan Douglas Casa, Chelan Douglas Regional Port Authority, Chelan Douglas Transportation Council, City of Cashmere, City of Chelan, City of East Wenatchee, City of Leavenworth, City of Waterville, City of Wenatchee, Columbia Basin Allied Arts, Columbia Basin Hospital, Colville Tribal Police Department, Confluence Health, Confluence Health Foundation, Ease Cancer Foundation, East Wenatchee Police Department, Epilepsy Foundation, Foundation for Youth Resiliency and Engagement, Grand Coulee School District, Grant County, Jeffers Danielson Sonn & Aylward, John L Scott Real Estate, KC-Help, Laura Mounter Real Estate, Manson School District, Mid Valley Hospital, Molina Healthcare, Moses Lake Community Health Center, Moses Lake Police Department, NCW Nurses Week, NCW Tech Alliance, North Central ACH, North Central Educational Services District, Okanogan Beahiovral Healthcare, Okanokan County, Okanogan County Community Action, Okanogan County Health District, Okanogan County Sheriff's Office, Okanogan County Transit, Okanogan Regional Humane, Okanogan School District, Omak School District, Orondo School District, Our Valley Our Future, Pateros Brewester Community Resource Center, Pateros School District, People for People, Port of Quincy, Rick Pankow Foundation, SAGE, Star Ranch, The Economic Alliance, Tierra Village, Together for Youth, Washington Apple Education Foundation, Washington State Tree Fruit Association, Washington State University Extension, Waterville School District, Wenatchee Downtown Association, Wenatchee Police Department, Wenatchee Valley College, Wenatchee Valley YMCA, YWCA.
Wenatchee Valley Hospital	Part V, Section B, Line 11: There were Nine significant needs identified in the 2022 CHNA:1. Mental Health2. Substance Abuse3. Nutrition, Physical Activity & Weight4. Diabetes5. Cancer7. Access to Healthcare Services8. Infant Health & family Planning9. Potentially Disabling ConditionsThe organization may not implement strategies for all of the health care issues, but the five most significant needs were highlighted, as discussed by the Executive Leadership Team:1. Mental Health2. Diabetes3. Heart Disease and Stroke4. Access to Healthcare Services5. Infant Health and Family PlanningPriority 1: Mental Health. Survey data indicates that residents in the Confluence Health Service area do not have adequate access to mental health care services and providers. 6.8% of total service area adults report difficulty accessing mental health services. Contributing factors identified include general lack of resources, lack of coordination of care, dual diagnosis for those with substance use disorders, affordable care, coordination between primary care providers and mental health providers, lack of community care and involvement, and stigma associated with seeking help for mental health issues. To address mental health, the Organization has implemented the following strategies. 1. Provide points of access for mental health services for the community. a. Confluence Health will continue to provide emergency and outpatient services for mental health patients. b. Confluence Health will participate with community stakeholder to evaluate and improve access to mental health services.c. Confluence Health will continue to staff a Sexual Assault Nurse Examiner (SANE) who is trained specifically to treat sexually assaulted patients.2 Improve access to mental and behavioral health partnerships.a. Confluence Health will continue to build upon its relationship with Catholic Charities to explore best practices for mental health care needs within our community.b. Confluence Health will continue to participate in community suicide prevention activities with the Suicide Prevention Coalition of North Central Washington.3 Provide a mental health support system for employees of Confluence Healtha. Confluence Health will continue to offer and encourage the Employee Assistance Program (EAP) to help employees navigate various life challengesPriority 2: Diabetes. More than 30 million people in the United States have diabetes. In our four counties, 12.8% of the adult population have been diagnosed with diabetes, another 8.3% have "pre-diabetes". The percent of our population with diabetes is significantly higher than our state average, especially in Chelan and Okanogan Counties. A lack of education plays a significant role. One public health representative stated there is a "lack of resources for individuals to learn how to care for themselves and resources to purchase supplies and fresh foods". This is echoed be a community leader, saying "Emphasis on education in early detection of the disease appears to be lacking." Addressing the problem before it starts is paramount in treating the growing diabetic population.The following priorities were implemented to address this need. 1. Improved Blood Sugar Control. a. In our primary care redesign, there is a focus on chronic disease management. One disease to be addressed is diabetes. Through this work, we will accomplish lower blood sugars for our patients.2. Patient Education and Engagement. a. Education and engagement will help patients with diabetes succeed in controlling their blood sugar. We will begin using an electronic education and monitoring device to promote patient engagement in their disease.Priority 3: Heart Disease and Stroke. Heart disease is the leading cause of death in the United States, and stroke is the fifth leading cause. North Central Washington is no exception. The morbidity and mortality of these two diseases impact many of our population. A focus on improved prevention of both with have a significant impact on our population's lives. Uncontrolled hypertension and high cholesterol are leading attributable factors to both heart disease and stroke. Management of blood pressure control requires education on a healthy lifestyle, dietary changes, appropriate medication usage and medication compliance. Not dissimilar to hypertension, high cholesterol can be improved with the same levers. Ongoing management of both would have a profound effect on our rates of heart disease and stroke in our areas.The Organization implemented the following strategies to address this need. 1. Controlling Hypertension. a. Through a multidisciplinary approach, improve the blood pressure control of our population of patients with hypertension.2. Controlling Hyperlipidemia and Preventing Stroke. a. Similar to hypertension, use a multidisciplinary approach to controlling elevated cholesterol levels.Priority 4: Access to Healthcare Systems. Many people in the United States don't get the healthcare services they need, and our communities experience the same issues. A total of 42.1% of adults in our four-county service area reported some difficulties obtaining health care in the past year. This percentage was higher than the national average for the four-county region, with Douglas County reporting the lowest response and Okanogan County the highest at 33.8% and 48.7%, respectively.To address these two major issues for the community, Confluence Health has started an initiative to redesign our Primary Care services and will be focusing on upcoming specialty services in the coming years. This work focuses on, among other things, optimizing our workforce to meet the growing needs of patients in the community. Finding the right mix of providers for the growth and developing a care team model to meet the needs of patients. In addition, the redesign efforts will improve scheduling availability for patients and our digital transformation efforts are moving this availability to more places for patients to reach. Increased utilization of MyChart and online scheduling will make processes easier for patients to access care.The Organization has implemented the following strategies.1. Optimizing our Provider Workforcea. Through our redesign efforts, there will be a focus on increasing the number of advanced practitioners across our service area. The redesign's focus is on stratifying patient populations to ensure the right care for the right patient by the right provider types. This should increase the ability to find a provider for all patients in the service area.b. Another focus of the redesign work is to identify new pathways for care delivery across the service area. New strategic partnerships and care delivery models will increase the ability for patients to see a provider when they need and want to. These new models of delivery will also allow patients to do it locally with limited travel to care sites.2. Improving Schedule Availabilitya. Increasing the availability of online appointments. Changes in how same day clinics make appointments available and more focus on shifting schedules to online scheduling will improve the availability for patients.b. Our most effective tool for increasing availability through mechanisms such as FastPass or other automated offerings are through MyChart. Our focus in this work is to increase the percentage of users who see their care team > 3 times in a 12 month period. This will provide increased communication and availability.
Wenatchee Valley Hospital	Part V, Section B, Line 13b: The individual financial circumstances stated in the written financial policy is to take into consideration the patient/guarantor's assets and their ability to pay.
Wenatchee Valley Hospital	Part V, Section B, Line 13h: Compassionate care is generally considered only after all other financial resources available to the patient have been explored and exhausted. In order to qualify for compassionate care, the patient/guarantor must fully cooperate with the Hospital in exploring and applying for these resources. Other financial resources include but are not limited to: group or individual medical plans, secondary or supplemental insurance policies, worker's compensation, Medicare, Medicaid or medical assistance programs, other state, federal or military programs, third party liability situations (e.g. auto accidents or personal injuries), or any other situation in which another person or entity may have a legal responsibility to pay for the costs of medical services.Compassionate care for non-emergent services shall be limited to those residing with the hospitals designated service area, which is defined as the counties of Chelan, Douglas, Grant and Okanogan as well as the town of Othello. Non-emergent services shall be defined as those services which are not considered as an "emergency medical condition" under the policy's definition.Compassionate care shall be limited to "appropriate Hospital (physician)-based medical services" as defined in the policy. Elective or cosmetic procedures that do not meet the definition of appropriate as set forth in the WA Administrative Code (WAC) 246-453-010(7) are excluded as well as procedures done outside of the Hospital.In those situations, where appropriate primary payment sources are not available, or in certain situations when the primary payment source leaves a balance that is the patient's liability, patients will be considered for compassionate care under the policy.Other eligibility criteria includes circumstances that indicate severe financial hardship or personal loss.
Part V Line 7a:	https://www.confluencehealth.org/documents/2022-PRC-CHNA-Report-Confluence-Health_Cathy-Thomas.pdf
Part V Line 10a:	https://www.confluencehealth.org/about-us/annual-reports/
Part V Line 11 additional information:	Priority 5: Infant Health and Family Planning. Women giving birth in the U.S. are more likely to face mistreatment, serious complications or death than people in any other high-income country. The risks are even greater for minority populations. Access to infant health and family planning have limited accessibility for underserved communities and additionally there can be of stigma in asking for help or resources. These can lead to limited planning for the birthing process and limited prenatal care.Although the birth rate in Washington State continues to decline, North Central Washington has a significant number of migrant women who give birth with inadequate prenatal care putting them at increased risk. Statistics include an increased rate of gestational hypertension, increased rates of gestational diabetes and those with socio-economic inequalities have significantly worse outcomes on a range of indicators. The Confluence Health service area have a higher than state average births to adolescent mothers, which is also associated with a lack of prenatal care. Survey participants felt that access to health and family planning is not accessible for underserved communities and that there is stigma associated with asking for these resources particularly in Hispanic and native American populations. Prenatal care in pregnant teens was identified by social services providers in the more rural counties of Okanogan and Grant Counties. Health providers in these areas support the need for adequate prenatal and postnatal care for all these populations.To address infant health and family planning, the Organization implemented the following strategies. 1. Teamwork and communication for patient-centered childbirth. a. Confluence Health will participate in TEAMBIRTH for all births to develop a birthing plan for mothers, their support person and the care team to facilitate safe, dignified and respectful care.2. Education for expecting and new parents. a. Confluence Health will continue to offer childbirth education and breast-feeding classes for all demographics regardless of ability to pay.
Part V Line 16a:	https://www.confluencehealth.org/patient-information/financial-assistance/charity-care/elibility-ineligible-serivces/
Part V Line 16b:	https://www.confluencehealth/patient-information/financial-assistance/charity-care/application-process/
Part V Line 16c:	https://www.confluencehealth.org/patient-information/financial-assistance/cahrity-care/eligibility-ineligible-services/

Schedule H (Form 990) 2023

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?21
Name and address		Type of Facility (describe)
1	1 - Moses Lake Clinic 840 E Hill Ave Moses Lake,WA98837	Multispecialty clinic, ambulatory surgery center, walk-in clinic
2	2 - Omak Clinic and Regional Eye Center 916 Koala Drive Omak,WA98841	Multispecialty clinic, walk-in clinic
3	3 - East Wenatchee Clinic 100 Highline Drive East Wenatchee,WA98802	Family medicine, behavioral, lab & pathology, radiology/imaging
4	4 - Wenatchee Orthopedics Building 520 N Chelan Ave Wenatchee,WA98801	Othorpedics clinic
5	5 - Miller Street Complex 1000 N Miller St Wenatchee,WA98801	Physical therapy and sleep center
6	6 - Brewster Clinic 418 W Main Street Brewster,WA98812	Family medicine/primary care, cardiology, dermatology, & ear/nost/throat
7	7 - Pediatrics Building 900 N Mission Street Wenatchee,WA98801	Outpatient pedicatrics
8	8 - Tonasket Clinic 17 South Western Ave Tonasket,WA98855	Family medicine and primary care clinic
9	9 - Occupational Medicine 317 N Mission Street Wenatchee,WA98801	Occupational medicine
10	10 - Moses Lake Therapy Services Building 938 W 3rd Ave Moses Lake,WA98837	Physical therapy
11	11 - Ephrata Clinic 314 Basin SW Ephrata,WA98823	Family medicine/primary care, diagnostic & therapeutic services
12	12 - Methow Valley Clinic 1116 WA-20 Winthrop,WA98862	Family medicine and pediatrics
13	13 - Cashmere Clinic 303 Cottage Avenue Cashmere,WA98815	Family medicine and primary care clinic
14	14 - Oroville Clinic 1617 Main St Oroville,WA98844	Family medicine and primary care clinic
15	15 - Stemilt Clinic 2833 Euclid Ave Wenatchee,WA98801	Stemilt primary care clinic
16	16 - Behavioral Health Building 966 S Juniper Dr Moses Lake,WA98837	Behavioral health services
17	17 - Samaritan Clinic 1550 S Pioneer Way Moses Lake,WA98837	Ophthalmology, optometry, and rehabilitation
18	18 - Watervillle Clinic 117 South Chelan Ave Waterville,WA98858	Family medicine and primary care clinic
19	19 - Royal City Clinic 103 Camelia St NW Royal City,WA99357	Family medicine and primary care clinic
20	20 - Anti-Coag Building 986 S Juniper Dr Moses Lake,WA98837	Anticoagulation
21	21 - Moses Lake Specialty Care Clinic 1345 Yonezawa Blvd Moses Lake,WA98837	General & vascular surgery, optometry

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
Part I, Line 3c:	Confluence Health may write off as charity care, amounts for patients with family income in excess of 300% of the Federal poverty level when circumstances indicate severe financial hardship or personal loss.
Part I, Line 7:	Charity care expense was converted to cost on line 7a based on an overall cost-to-charge ratio addressing all patient segments. Unreimbursed Medicaid on line 7b and subsidized health services line 7g was calculated using the costing methods to prepare the cost reports.
Part III, Line 2:	Wenatchee Valley Hospital determines its estimate of implicit price concessions based on its historical collection experience with this class of patients.
Part III, Line 4:	The footnote to the organization's financial statements addressing implicit price concessions may be found on page 14-15 of the attached audited financial statements.
Part III, Line 8:	Even though Medicare was at a loss, the Hospital continues to provide services to these patients because access to healthcare and individual's health is important. Therefore, the Hospital considers the Medicare shortfall a community benefit.
Part III, Line 9b:	It is the policy to work with the patient to obtain payment in full, secure financial assistance, or establish appropriate payment arrangements on patient balances within 30 days of the initial statement date.1. When possible, the scheduler, and/or receptions, will alert the patient of any self-pay deposit, pre-payment or insurance co-payment, which may be requested at the time of service.2. Payment in full on all self-pay balances is expected within 30 days of receipt of the first statement. The responsibility for payment remains with the guarantor. The Hospital does not become involved in disputes that occur as a result of divorce settlements, child custody, and accidental injury or third party litigation.3. Working with the guarantor, the Hospital will establish payment arrangements when payment in full cannot be made. Collection efforts are suspended when the guarantor requests a financial assistance application. This suspension is in effect for 30 calendar days giving the appropriate party time to complete the application and provide the required documentation. Collection efforts remain suspended until the final determination of qualification is completed.4. All transactions are required to age a minimum of 120 days, allowing for 4 statements and at least 1 letter, before being considered for transfer to an outside collection agency.5. If an account has a mail return status and all steps taken to find the address were unsuccessful the account may be turned to collection for further research.
Part VI, Line 2:	Wenatchee Valley Hospital participated in a Community Wide Needs Assessment in cooperation with Action Health Partners, Chelan-Douglas Health District, Cascade Medical Center, and Confluence Health.
Part VI, Line 3:	Communications to the public: information about the hosptial's financial assistance and charity care policy also known as Compassionate Care Program (CCP) shall be made publicly available as follows:1. A notice advising patients that the hospital provides compassionate care shall be posted in key public areas of the facility.2. The hospital will distribute a written notice about the availability of compassionate care to all patients at the time of new patient registration through the emergency department and during admissions. This information will also be available on the website, with each billing statement, and in any collection letters sent by the association.3. The written notice shall be available in any language spoken by more than five percent of the population in the association's service area, and interpreted for other non-English speaking or limited-English speaking patients and for other patients who cannot understand the writing and/or explanation. The hospitals's service area is defined as; Chelan, Douglas, Okanogan and Grant counties. The hospital finds that following non-English translation(s) of the notice shall be made available: Spanish.4. The hospital will refer all compassionate care inquiries to the financial assistance department or when possible directly to the compassionate care coordinator so that all concerns can be addressed in a timely manner.5. Written notice about the association's compassionate care policy shall be made available to any person who requests the information, either by mail, by telephone or in person. The hospital's compassionate care sliding scale discount table shall also be made available upon request.
Part VI, Line 4:	The Hospital operates a 20-bed hospital along with 13 multispecialty outpatient clinics delivering a full range of health care services in Wenatchee, Washington and the North Central Washington area. The Hospital is a not-for-profit institution governed by a board of directors, providing general inpatient and rehab services as well as allergy, audiology, behavioral medicine, breast & cervical health, breast imaging, cancer care, cardiology, cardiothoracic surgery, dermatology, ear, nose & throat, endocrinology, family medicine, gastroenterology, geriatrics, hospital services, infectious disease, internal medicine, nephrology, neurology, neurosurgery, nutrition, occupational medicine, occupational therapy, oncology & hematology, ophthalmology, optometry, orthopedics & orthopedic surgery, pain management, palliative care, pediatrics, physiatry, physical therapy, podiatry, pulmonary medicine, radiation oncology, radiology/imaging, research, rheumatology, robotic surgery, sleep center, speech language pathology, spinal clinic & surgery, urology, vascular surgery, women's health and wound care.The Assoication is a federal regional referral center, and is designated by the state as a level III general trauma center and level III pediatric trauma center, supported by a comprehansive range of surgical procedures in orthopedic, neurosurgery, vascular surgery, interventional cardiac catherization and open-heart surgery. Wenatchee, Washington is approximately 150 miles east of Seattle, Washington and 170 miles west of Spokane, Washington. Chelan and Douglas counties comprise the hospital's primary service area while Grant and Okanogan counties represent secondary service areas. The 13 multispecialty outpatient clinics are located in 11 cities. Approximately 96% of the Hospital's patient visits are from the primary and secondary service areas. The service area's population is heavily weighted in the 65+ age cohort. In addition, the Hospital has a high concentration of farm and agriculture related employers/employees.
Part VI, Line 5:	The Hospital partners with Confluence Health to serve the health of the community by providing benefits to the community including educational opportunities, clinics, and flu vaccinations.
Part VI, Line 6:	Confluence Health was formed in 2012 as a health system that represents an affiliation between the Hospital, Wenatchee Valley Medical Group (a for-profit organization) and Central Washington Hospital. Effective January 1, 2013, the Hospital affiliated with Confluence Health and Confluence Health became the sole member of the Hospital. The board of directors of Confluence Health consists of 9 community members and 6 physicians of Wenatchee Valley Medical Group.The mission statement of Confluence Health is:We are dedicated to improving our patients health by providing safe, high-quality care in a compassionate and cost-effective manner.

Schedule H (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

Wenatchee Valley Hospital

Employer identification number

45-5563741

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Central Washington Health Services Association 1201 South Miller St Wenatchee,WA98801 91-0171250	Hospital	WA	501(c)(3)	Line 3	Confluence Health		No
(2)Confluence Health 1201 South Miller St Wenatchee,WA98801 45-4789950	Health System	WA	501(c)(3)	Line 12c, III-FI	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Dedicated to improving our patients' health by providing safe, high-quality care.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	120
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	732,319	78,000
9	Program service revenue (Part VIII, line 2g) .........	281,907,232	150,209,984
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	60,992	1,381
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	282,700,543	150,289,365
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	270,962	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	104,531,682	53,326,155
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	190,445,960	91,861,478
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	295,248,604	145,187,633
19	Revenue less expenses. Subtract line 18 from line 12.......	-12,548,061	5,101,732
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	111,453,369	0
21	Total liabilities (Part X, line 26).............	127,372,683	0
22	Net assets or fund balances. Subtract line 21 from line 20.....	-15,919,314	0

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 119,203,930 including grants of $ ) (Revenue $ 150,209,984 )
	Wenatchee Valley Hospital was developed and formed as a means to further Confluence Health. The purposes of the hospital are as follows:A. Maintain the availability and access to high-quality, cost-effective healthcare services for the North Central Washington (NCW) community;B. Improve coordination of limited health care resources and maximize the efficiency of the health system to achieve the most cost effective care that can be delivered;(Continued on Sch. O)C. Preserve NCW community control over important care decisions and ensure NCW community involvement in the development of the medical infrastructure and oversight of the NCW community healthcare delivery system; D. Enhance the patient-physician relationship and maintain the high-quality of care and breadth of services the NCW community currently enjoys;E. Improve teamwork and integration across the continuum of care and ensure that physicians and other healthcare providers lead clinical designs and clinical decisions;F. Ensure that physicians and administrative leaders have a shared vision regarding the NCW community health care delivery system;G. Ensure that the NCW community economy, jobs, and business partners are preserved and can grow with the region in a responsible way;H. Develop a high performing integrated health care delivery system for the NCW community that could apply for and be successful with contracts from Medicare so that the newly created health system can be identified as an accountable care organization if so desired and position the health system so that it could contract for the overall system of care and be successful with newly developed risk contracts being offered by commercial insurers;I. Establish, equip, operate and maintain benevolent and charitable institutions for the giving of medical and surgical care to the sick, wounded and suffering irrespective of sex, marital status, disability, color, race, religious believe, sexual orientation, economic status, or pecuniary circumstances; andJ. Carry on any educational activities, related to the rendering of care to the sick and injured or the promotion of health which, in the opinion of the Board of Directors of WVH, may be justified by the facilities, personnel, funds, or other requirements that are or can be made available in accordance with the laws of the state of Washington. Wenatchee Valley Hospital operates ten rural health clinics in ten communities throughout the NCW community including: Wenatchee, Moses Lake, East Wenatchee, Cashmere, Tonasket, Oroville, Omak, Royal City, Waterville, and Brewster, as well as operates a 20-bed hospital facility which serves medical, surgical and rehabilitation patients. Wenatchee Valley Hospital has entered into professional service agreements with a multi-specialty physician group that employs or otherwise engages nearly 300 primary care physicians, physician specialists and mid-level practitioners to serve the needs of patients within the NCW community.Wenatchee Valley Hospital provides care to patients who meet certain criteria under its charity care policy without charge or at amounts less than its established rates. Because the association does not pursue collection of amounts determined to qualify as charity care they are not reported as revenue.The hospital system maintains records to identify and monitor the level of charity care it provides. These records include the amount of charges forgone for services and supplies furnished under its charity care policy and the estimated cost of those services and supplies.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses119,203,930

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Andrew Jones MD........................................................................ Chief Executive Officer	15.00 .......................35.00	X	0	0	0
(19) Thomas J Legel........................................................................ Chief Financial Officer	15.00 .......................35.00	X	0	0	0
(20) Katina Maier........................................................................ Chief People Officer	15.00 .......................35.00	X	0	0	0
(21) Glenn W Adams........................................................................ Chief Operations Officer	15.00 .......................35.00	X	0	0	0
(22) Robert J Pagaler........................................................................ Chief Information Officer	15.00 .......................35.00	X	0	0	0
(23) Jason M Lake MD........................................................................ Chief Medical Officer	15.00 .......................35.00	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	78,000

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		78,000

		Business Code
2a	Net Patient Service Revenue	621990	146,858,407	146,858,407
b	Research	541700	1,084,625	1,084,625
c	Pharmacy	456110	487,028	487,028
d	Anicllary Services	900099	313,047	313,047
e	Cafeteria Revenue	722514	306,126	306,126
f	All other program service revenue.		1,160,751	1,160,751
g	Total. Add lines 2a–2f .....		150,209,984

3 Investment income (including dividends, interest, and othersimilar amounts) ......
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		1,381
b	Less: cost or other basis and sales expenses	7b		0
c	Gain or (loss)	7c		1,381
d	Net gain or (loss).........			1,381			1,381
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			150,289,365	150,209,984	0	1,381

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	39,704,279	39,187,577	516,702
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,821,133	1,725,223	95,910
9	Other employee benefits .......	8,599,217	8,146,338	452,879
10	Payroll taxes ...........	3,201,526	3,032,917	168,609
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	23,268		23,268
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	68,918,164	47,917,476	21,000,688
12	Advertising and promotion ....
13	Office expenses .......	1,894,484	1,332,029	562,455
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	645,599	392,395	253,204
17	Travel ............	573,011	537,676	35,335
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,517,484	1,270,690	246,794
23	Insurance ...	1,419,385	1,220,123	199,262
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Medical Supplies	11,382,582	11,333,374	49,208
b	Maintenance and Repairs	2,140,312	1,288,500	851,812
c	Lease and Rental	1,773,118	1,773,118
d	Taxes and Licenses	1,574,071	46,494	1,527,577
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	145,187,633	119,203,930	25,983,703	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			9,045,040	1	0
2	Savings and temporary cash investments .........				2	0
3	Pledges and grants receivable, net ......				3	0
4	Accounts receivable, net .............			31,534,235	4	0
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6	0
7	Notes and loans receivable, net ...........				7	0
8	Inventories for sale or use ............			1,859,664	8	0
9	Prepaid expenses and deferred charges ......			2,748,591	9	0
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	0
b	Less: accumulated depreciation	10b		25,300,873	10c	0
11	Investments—publicly traded securities .				11	0
12	Investments—other securities. See Part IV, line 11 .....				12	0
13	Investments—program-related. See Part IV, line 11 ..			2,000,000	13	0
14	Intangible assets ...............				14	0
15	Other assets. See Part IV, line 11 ...........			38,964,966	15	0
16	Total assets. Add lines 1 through 15 (must equal line 33)...			111,453,369	16	0

17	Accounts payable and accrued expenses .....	11,118,467	17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	116,254,216	25	0
26	Total liabilities. Add lines 17 through 25..	127,372,683	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	-15,919,314	27	0
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	-15,919,314	32	0
33	Total liabilities and net assets/fund balances ........	111,453,369	33	0

1(a) Description of asset(s) distributed or transaction expenses paid	(b) Date of distribution	(c) Fair market value of asset(s) distributed or amount of transaction expenses	(d) Method of determining FMV for asset(s) distributed or transaction expenses	(e) EIN of recipient	(f) Name and address of recipient	(g) IRC section of recipient(s) (if tax-exempt) or type of entity
Cash and Cash Equivalents	06-30-2023	15,312,451	General Ledger	45-4789950	Confluence Health 1201 S Miller St Wenatchee,WA98801	501(c)(3)
Accounts Receivable	06-30-2023	58,568,610	General Ledger	45-4788950	Confluence Health 1201 S Miller St Wenatchee,WA98801	501(c)(3)
Prepaid Expenses	06-30-2023	1,564,904	General Ledger	45-4789950	Confluence Health 1201 S Miller St Wenatchee,WA98801	501(c)(3)
Inventory	06-30-2023	10,046	General Ledger	45-4789950	Confluence Health 1201 S Miller St Wenatchee,WA98801	501(c)(3)
Fixed Assets	06-30-2023	24,887,564	General Ledger	45-4789950	Confluence Health 1201 S Miller St Wenatchee,WA98801	501(c)(3)
Right of Use Assets	06-30-2023	32,105,462	General Ledger	45-4789950	Confluence Health 1201 S Miller St Wenatchee,WA98801	501(c)(3)
Other Assets	06-30-2023	5,900,929	General Ledger	45-4789950	Confluence Health 1201 S Miller St Wenatchee,WA98801	501(c)(3)

Part I, Line 2e:	Person(s) Involved: See Form 990, Part VII for the listing of persons involved.
Part I, Line 2e:	Explanation of Involvement: The organization and transferee organization share a common list of officers and board members.

Return Reference	Explanation
Form 990, Part III, line 3	The organization merged with with Confluence Health effective 06.30.2023.
Form 990, Part VI, Section A, line 1a	Any committee, to the extent provided in the resolution of the Board, will have and may exercise any of the powers and authority of the Board, except that committees shall not have any power or authority as to the following: (i) electing, appointing, or removing any member of any such committee or any Board Member or officer of WVH; (ii) amending, altering or repealing of the Bylaws; (iii) amending, altering or repealing of the articles of incorporation; (iv) adopting a plan of merger or adopting a plan of consolidation with another corporation; (v) authorizing the sale, lease, or exchange of all or substantially all of WVH's property and assets not in the ordinary course of business; (vi) authorizing WVH's voluntary dissolution or revoking proceedings therefor; (vii) adopting a plan for the distribution of WVH's assets; (viii) amending, altering, or repealing any Board resolution which by its terms provides that it shall not be amended, altered, or repealed by such committee; (ix) the fixing of Board Members' compensation; or (x) action on matters committed by the Bylaws or by Board resolution to another Board committee. The designation and appointment of any such committee and the delegation thereto of authority shall not operate to relieve the Board of Directors, of any individual Board Member, of any responsibility imposed upon him or her by law. The standing committees of the Board of Directors (the "Standing Committees") shall include a Quality Enhancement and Safety Committee, an Audit and Enterprise Risk Management Committee, and a Governance and Strategic Planning Committee having such powers and duties delegated by the Board that are not inconsistent with Section 3 hereof or any existing delegation of powers to a committee of Board Members. Standing Committees shall have at least one Clinic Member and one Community Member.
Form 990, Part VI, Section A, line 2	Confluence Health and Affiliates share the same Board as part of the operating structure. As such, all board members serve with each other in a similar capacity on related organizations. Additionally, some board members are minority owners in an entity that has a professional services agreement with Confluence Health.
Form 990, Part VI, Section A, line 4	The board of directors approved Articles of Merger on June 30, 2023.
Form 990, Part VI, Section A, line 6	The sole member is Confluence Health.
Form 990, Part VI, Section A, line 7a	Upon the expiration of the term of office of any Board member, including each of the initial Board members set forth by the bylaws, the Board of Directors of Confluence Health shall select the person who shall fill the position of the Board member whose term is expiring, subject to the composition requirements for the Board of Directors as set forth in the bylaws. The persons selected by the Board of Directors of Confluence Health to fill the position of the Board member whose term is expiring shall be of the highest competence and quality who are without conflicts with Central Washington Hospital that would prohibit their serving in accordance with the bylaws and tax or other regulatory requirements.
Form 990, Part VI, Section B, line 11b	A copy of the Form 990 is reviewed by the Chief Financial Officer and Vice President of Finance. Subsequent to this review the Form 990 is reviewed by the governing board before being filed with the IRS.
Form 990, Part VI, Section B, line 12c	Board members, executive team members, and directors are required to review the current conflict of interest policy and complete an annual questionnaire. The nominating committee of the board reviews questionnaires of existing and new members for potential conflicts of interest. Any potential conflicts of interest are resolved by the nominating committee. The executive team reviews questionnaires submitted by the executive team members and directors for potential conflicts of interest. Potential conflicts of interest are resolved by the executive team in collaboration with the corporate compliance officer. Review of all conflict of interest statements is noted within the board minutes.
Form 990, Part VI, Section B, line 15	The compensation committee of the governing board annually reviews independent salary survey information and recommends a salary and/or a salary increase for the CEO to the governing board. The other officers receive an annual percent increase which non-contractual employees receive unless the CEO awards a different percentage. The amount is, typically, based on current CPI, market and salary survey information.
Form 990, Part VI, Section C, line 19	Wenatchee Valley Hospital's governing documents, conflict of interest policy and audited financial statements are available to the public upon request.
Form 990, Part IX, line 11g	Contract Labor: Program service expenses 2,255,094. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,255,094. Professional Fees: Program service expenses 39,979,001. Management and general expenses 20,770,844. Fundraising expenses 0. Total expenses 60,749,845. Purchased Services: Program service expenses 5,683,381. Management and general expenses 229,844. Fundraising expenses 0. Total expenses 5,913,225.
Form 990, Part XI, line 9:	Transfer of operations to Confluence Health 10,817,582.
Form 990, Part IV, Line 20b:	The organization merged into Confluence Health on June 30, 2023. The 2023 Form 990 is being filed for the six month period January 1, 2023 to June 30, 2023. There were no audited financial statements done for that short year. The audit from calendar year 2022 is the most recent audited financial statements and is attached to the return.