Civic Intelligence

Chelan Valley Housing Trust

990EZ • Fiscal year 2019 • EIN 83-3264156

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

PO Box 674Chelan, WA 98816

(425) 275-2002

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.60x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.62x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$331,447

No earlier filing loaded for comparison.

Net Assets

$131,257

No earlier filing loaded for comparison.

Liabilities

$200,190

No earlier filing loaded for comparison.

Revenue

$123,936

No earlier filing loaded for comparison.

Expenses

$92,011

No earlier filing loaded for comparison.

Net Income

$31,925

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$331,447
Liabilities$200,190
Net Assets$131,257

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$123,936
Expenses$92,011
Net Income$31,925
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.0
Gross Receipts
$123,936
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.

Program Services

DescriptionGrantsExpenses
In 2019, CVHT developed programs, acquired property, began demolition and site clean up on property, and executed initial fundraising for a project set to finish in year 2020 and be sold to income qualified homeowners at a subsidized rate to match wage increases in the Valley (affordable home ownership).$32,239-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim HollingsworthPresidentPT$0--
Clint CampbellVice PresidentPT$0--
Randy AtkinsTreasurerPT$0--
Arlene AbbottSecretaryPT$0--
Sandy CalicoatDirector-$0--
John GasperDirector-$0--
Charlie GuildnerDirector-$0--
Diane LeighDirector-$0--
Jorge LopezDirector-$0--
Sharon LukacsDirector-$0--
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
Signed
2020-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Books on Point LLC
Address
2133 W Woodin Avenue 2, Chelan, WA 98816
Preparer
Rachel Smith
Phone
5096708958
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $207

Other Expenses.1002

Office Expenses $3128

Other Expenses.1003

Information Technology $860

Other Expenses.1005

Travel $125

Other Expenses.1007

Conferences, Conventions, and Meetings $203

Other Expenses.1012

Insurance $3037

Other Expenses.1

Loan Fees $1744

Other Expenses.3

Permits & Licenses $670

Other Expenses.4

Logo Gear $623

Other Expenses.5

Other Program Costs $450

Other Expenses.7

Bank Fees & Merchant Charges $56

Other Expenses.8

Fundraising Equipment $54

Other Expenses.9

Professional Development $36

Other Assets.1

Construction in Progress - Beginning $0 Construction in Progress - Ending $25855

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $190

Total Liabilities.1

Note Payable - Beginning $0 Note Payable - Ending $200000

Raw XML Appendix192 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3128
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $125
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $3037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Loan Fees $1744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Permits & Licenses $670
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
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
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chelan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098816
ReturnHeader/PreparerPersonGrp/PhoneNum05096708958
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rachel Smith
ReturnHeader/ReturnTs02020-07-10T10:28:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings