Civic Intelligence

Chelan Valley Housing Trust

EIN 83-3264156 • 501(c)3 • Chelan, WA

Profile

Chelan valley housing trust's mission is to develop stable and secure housing that is affordable to our manson and chelan area residents.

PO Box 674Chelan, WA 98816

www.chelanvalleyhousing.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.58x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

2.43x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$72,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

95th percentile

119%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,699,014

Up $2,011,091 (+119%) from 2023

Liabilities

Up

$2,160,103

Up $1,436,263 (+198%) from 2023

Net Assets

Up

$1,538,911

Up $574,828 (+60%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin93rd percentile

Revenue

Down

$887,861

Down $268,151 (-23%) from 2023

Expenses

Down

$313,033

Down $775,250 (-71%) from 2023

Net Income

Up

$574,828

Up $507,099 (+749%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $331,447Liabilities 2019: $200,190Net Assets 2019: $131,2572019Assets 2020: $1,519,207Liabilities 2020: $1,044,379Net Assets 2020: $474,8282020Assets 2021: $943,311Liabilities 2021: $209,203Net Assets 2021: $734,1082021Assets 2022: $1,115,902Liabilities 2022: $219,548Net Assets 2022: $896,3542022Assets 2023: $1,687,923Liabilities 2023: $723,840Net Assets 2023: $964,0832023Assets 2024: $3,699,014Liabilities 2024: $2,160,103Net Assets 2024: $1,538,9112024

Highlighted filing

2024

Assets$3,699,014
Liabilities$2,160,103
Net Assets$1,538,911
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2019: $123,936Expenses 2019: $92,011Net Income 2019: $31,9252019Revenue 2020: $441,650Expenses 2020: $98,079Net Income 2020: $343,5712020Revenue 2021: $1,284,745Expenses 2021: $1,025,465Net Income 2021: $259,2802021Revenue 2022: $353,162Expenses 2022: $190,916Net Income 2022: $162,2462022Revenue 2023: $1,156,012Expenses 2023: $1,088,283Net Income 2023: $67,7292023Revenue 2024: $887,861Expenses 2024: $313,033Net Income 2024: $574,8282024

Highlighted filing

2024

Revenue$887,861
Expenses$313,033
Net Income$574,828
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,699,014
Liabilities
$2,160,103
Net assets
$1,538,911
Revenue
$887,861
Expenses
$313,033
Net income
$574,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$2.16$1.54$0.89$0.31$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.72$0.96$1.16$1.09$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.22$0.90$0.35$0.19$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.21$0.73$1.28$1.03$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$1.04$0.47$0.44$0.10$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.20$0.13$0.12$0.09$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 6, 2025
Return Version
2024v5.2
Gross Receipts
$887,861
Mission and Program Overview

Mission

Chelan valley housing trusts mission is to develop stable and secure housing that is affordable to our manson and chelan area residents.

Chelan valley housing trust's mission is to develop stable and secure housing that is affordable to our median income chelan valley area residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,526,070$3,092,755▲ $1,566,685
Cash and Non-Interest-Bearing Accounts$161,853$606,259▲ $444,406
Total Assets$1,687,923$3,699,014▲ $2,011,091
Liabilities
Mortgage Notes Payable Secured by Investment Property$722,055$2,156,687▲ $1,434,632
Accounts Payable and Accrued Expenses$1,785$3,416▲ $1,631
Total Liabilities$723,840$2,160,103▲ $1,436,263
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$356,718$1,201,804▲ $845,086
Net Assets With Donor Restrictions$607,365$337,107▼ $270,258
Total Net Assets Fund Balance$964,083$1,538,911▲ $574,828
Total Liabilities and Net Assets / Fund Balance$1,687,923$3,699,014▲ $2,011,091

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,764,001-$1,764,001
Land$1,328,754-$1,328,754
Other Land Buildings$0$8,054$8,054
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Scott MeyersExecutive DirectorFT$72,000$72,000

Board Members and Trustees

NameTitle
Jolene BakerPresident
Dave RoggeVice President
Aimee SheridanDirector
April WigginsDirector
Diane LeighDirector
Jay WaszkewitzDirector
Kari KollmeyerDirector
Maggie Palumbo ElspasDirector
Steve ClarkDirector
Tim HollingsworthDirector
Arlene AbbottSecretary
Randy AtkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$871,879
Program Service Revenue
$9,227
Investment Income
$6,755
Other Revenue
$0
All Other Contributions
$463,630
Change in Net Assets
$574,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,302
Salaries, Compensation, and Employee Benefits$143,731
Total Fundraising Expense$94,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$132,791-$132,791
Payment Travel Entrtnmnt Publicly Ofcl--$92,328$92,328
Fees for Services Accounting-$16,120-$16,120
Office Expenses-$15,330-$15,330
Occupancy-$15,104-$15,104
Payroll Taxes-$10,940-$10,940
Insurance-$9,550-$9,550
Fees for Services Other-$3,050-$3,050
Advertising--$2,601$2,601
Fees for Services Legal-$1,913-$1,913
Other Expenses$36--$36
Total Functional Expenses$13,306$204,798$94,929$313,033
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 was reviewed on february 5, 2024.”

Form 990, Part VI, Section B, Line 12C

“1.1. It is the policy of the chelan valley housing authority trust (cvht) to disclose real or perceived conflicts of interest involving the cvht and related parties, and to address such conflicts in a manner that will fully protect the integrity of the cvht as well as related parties. 1.2. The cvht is committed to conducting all of its activities in a manner that protects the reputation of the cvht and that complies with the legal obligations imposed upon it by virtue of its status as a nonprofit charitable organization and as a tax-exempt organization working in the public trust. 1.3. It is acknowledged that the chelan valley is rural community and the potential for conflicts of interest or appearances of conflicts of interest may be even greater that in other larger communities. 1.4. This policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable to nonprofit and charitable organizations.”

Form 990, Part VI, Section C, Line 19

“Forms are available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Chelan Valley Housing Trust
EIN
83-3264156
Phone
4252752002
Address
PO BOX 674, CHELAN, WA 98816

Signing Officer

Name
Randy Atkins
Title
Treasurer
Phone
4252752002
Signed
2025-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Atkins
Formed
2019
Legal Domicile
Wa
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
23

Preparer

Firm
Cordell Neher & Company Pllc
Address
PO BOX 3068, WENATCHEE, WA 98807-3068
Preparer
Jennifer Faulconer CPA
Phone
5096631661
Raw XML AppendixShowing 400 of 413 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01785
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03416
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHELAN VALLEY HOUSING TRUST'S MISSION IS TO DEVELOP STABLE AND SECURE HOUSING THAT IS AFFORDABLE TO OUR MEDIAN INCOME CHELAN VALLEY AREA RESIDENTS.
IRS990/AdvertisingGrp/FundraisingAmt02601
IRS990/AdvertisingGrp/TotalAmt02601
IRS990/AllOtherContributionsAmt0463630
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04252752002
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 674
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHELAN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098816
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0161853
IRS990/CashNonInterestBearingGrp/EOYAmt0606259
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0132791
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0132791
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0871879
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06755
IRS990/CYOtherExpensesAmt0169302
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09227
IRS990/CYRevenuesLessExpensesAmt0574828
IRS990/CYSalariesCompEmpBnftPaidAmt0143731
IRS990/CYTotalExpensesAmt0313033
IRS990/CYTotalFundraisingExpenseAmt094929
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0887861
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE TRUST ACQUIRED A PARCEL OF LAND ON EAST NIXON STREET IN CHELAN FOR ITS NEXT PROJECT TO BUILD SIX SINGLE FAMILY AFFORDABLE HOMES. COSTS INCURRED TO DATE ON THIS PROJECT TOTALED $513,433.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0607365
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0337107
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt013306
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016120
IRS990/FeesForServicesAccountingGrp/TotalAmt016120
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01913
IRS990/FeesForServicesLegalGrp/TotalAmt01913
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03050
IRS990/FeesForServicesOtherGrp/TotalAmt03050
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0JOLENE BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE ROGGE
IRS990/Form990PartVIISectionAGrp/PersonNm2RANDY ATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm3ARLENE ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM HOLLINGSWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm5AIMEE SHERIDAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANE LEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm7APRIL WIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm8MAGGIE PALUMBO ELSPAS
IRS990/Form990PartVIISectionAGrp/PersonNm9JAY WASZKEWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm10KARI KOLLMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVE CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm12SCOTT MEYERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1272000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0408249
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0887861
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09550
IRS990/InsuranceGrp/TotalAmt09550
IRS990/InvestmentIncomeGrp/ExclusionAmt06755
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06755
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08054
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01526070
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03092755
IRS990/LandBldgEquipCostOrOtherBssAmt03100809
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CHELAN VALLEY HOUSING TRUST'S MISSION IS TO DEVELOP STABLE AND SECURE HOUSING THAT IS AFFORDABLE TO OUR MANSON AND CHELAN AREA RESIDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0722055
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02156687
IRS990/NetAssetsOrFundBalancesBOYAmt0964083
IRS990/NetAssetsOrFundBalancesEOYAmt01538911
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0356718
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01201804
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015104
IRS990/OccupancyGrp/TotalAmt015104
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015330
IRS990/OfficeExpensesGrp/TotalAmt015330
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STRATEGIC PLANNING
IRS990/OtherExpensesGrp/Desc1HOMEOWNER OUTREACH
IRS990/OtherExpensesGrp/ProgramServicesAmt013270
IRS990/OtherExpensesGrp/ProgramServicesAmt136
IRS990/OtherExpensesGrp/TotalAmt013270
IRS990/OtherExpensesGrp/TotalAmt136
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010940
IRS990/PayrollTaxesGrp/TotalAmt010940
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RANDY ATKINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/Desc0LAND USE FEES
IRS990/ProgramServiceRevenueGrp/Desc1REPAIR RESERVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc3ADDITIONAL FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14550
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2120
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRUST PROGRESSED ITS PLANNING, DESIGN, AND ENGINEERING FOR FUTURE DEVELOPMENT OF ITS CHELAN RIVER HEIGHTS AND EMERSON HARBOUR PROJECTS. COSTS INCURRED TO DATE ON THESE PROJECT TOTALED $133,121 AND $1,640,005, RESPECTIVELY.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0480469
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02481
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt092328
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt092328
IRS990/PYOtherExpensesAmt0934364
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0673062
IRS990/PYRevenuesLessExpensesAmt067729
IRS990/PYSalariesCompEmpBnftPaidAmt0153919
IRS990/PYTotalExpensesAmt01088283
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01156012
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0574828
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0871879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0480469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0347052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0280167
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0427986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02407553
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09243
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0688392
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87230
IRS990ScheduleA/PublicSupportPY170Pct00.88360
IRS990ScheduleA/PublicSupportTotal170Amt02108129
IRS990ScheduleA/SubstantialContributorsTotAmt0299424
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0871879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0480469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0347052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0280167
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0427986
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02407553
IRS990ScheduleA/TotalSupportAmt02416796
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01764001
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01764001
IRS990ScheduleD/LandGrp/BookValueAmt01328754
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01328754
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08054
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08054
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03092755
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED ON FEBRUARY 5, 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11.1. IT IS THE POLICY OF THE CHELAN VALLEY HOUSING AUTHORITY TRUST (CVHT) TO DISCLOSE REAL OR PERCEIVED CONFLICTS OF INTEREST INVOLVING THE CVHT AND RELATED PARTIES, AND TO ADDRESS SUCH CONFLICTS IN A MANNER THAT WILL FULLY PROTECT THE INTEGRITY OF THE CVHT AS WELL AS RELATED PARTIES. 1.2. THE CVHT IS COMMITTED TO CONDUCTING ALL OF ITS ACTIVITIES IN A MANNER THAT PROTECTS THE REPUTATION OF THE CVHT AND THAT COMPLIES WITH THE LEGAL OBLIGATIONS IMPOSED UPON IT BY VIRTUE OF ITS STATUS AS A NONPROFIT CHARITABLE ORGANIZATION AND AS A TAX-EXEMPT ORGANIZATION WORKING IN THE PUBLIC TRUST. 1.3. IT IS ACKNOWLEDGED THAT THE CHELAN VALLEY IS RURAL COMMUNITY AND THE POTENTIAL FOR CONFLICTS OF INTEREST OR APPEARANCES OF CONFLICTS OF INTEREST MAY BE EVEN GREATER THAT IN OTHER LARGER COMMUNITIES. 1.4. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORMS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01687923
IRS990/TotalAssetsEOYAmt03699014
IRS990/TotalAssetsGrp/BOYAmt01687923
IRS990/TotalAssetsGrp/EOYAmt03699014
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0871879
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt094929
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0204798
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013306
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313033
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0723840
IRS990/TotalLiabilitiesEOYAmt02160103
IRS990/TotalLiabilitiesGrp/BOYAmt0723840
IRS990/TotalLiabilitiesGrp/EOYAmt02160103
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0964083
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01538911
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013306
IRS990/TotalProgramServiceRevenueAmt09227
IRS990/TotalReportableCompFromOrgAmt072000
IRS990/TotalRevenueGrp/ExclusionAmt06755
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0887861
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt023
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01687923
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03699014
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0323 HIGHPOINT PLACE
IRS990/USAddress/CityNm0CHELAN
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098816
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CHELANVALLEYHOUSING.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY ATKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04252752002
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHELAN VALLEY HOUSING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHEL
ReturnHeader/Filer/EIN0833264156
ReturnHeader/Filer/PhoneNum04252752002
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 674
ReturnHeader/Filer/USAddress/CityNm0CHELAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098816
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910950793

Document Assets

No mirrored PDF or thumbnail assets are attached yet.