CHELAN VALLEY HOUSING TRUST

EIN: 833264156 501(c)(3) Housing & Shelter

CHELAN, WA

Total Revenue
$887,861
Total Expenses
$313,033
Total Assets
$3,699,014
Net Assets
$1,538,911
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
WA
Principal Officer
RANDY ATKINS
Phone
4252752002
Tax Period
2024-01-01 to 2024-12-31

CHELAN VALLEY HOUSING TRUST, founded in 2019, is a small nonprofit in the Housing & Shelter sector that reported $888K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $575K, a strong 65% operating margin.

Mission

CHELAN VALLEY HOUSING TRUST'S MISSION IS TO DEVELOP STABLE AND SECURE HOUSING THAT IS AFFORDABLE TO OUR MEDIAN INCOME CHELAN VALLEY AREA RESIDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $871,879
Program Service Revenue $9,227
Investment Income $6,755
Other Revenue $0
TOTAL REVENUE $887,861

Expense Breakdown

Grants Paid $0
Salaries & Benefits $143,731
Fundraising Expenses $94,929
Program Expenses $13,306
Other Expenses $169,302
TOTAL EXPENSES $313,033

Year-over-Year Comparison

2024 2023 Change
Revenue $887,861 $1,156,012 -0.2%
Expenses $313,033 $1,088,283 -0.7%
Net Income $574,828 $67,729 +7.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
5
Volunteers
23

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$72,000
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOLENE BAKER PRESIDENT 5.00
Officer Director
$0 $0 $0
DAVE ROGGE VICE PRESIDENT 5.00
Officer Director
$0 $0 $0
RANDY ATKINS TREASURER 5.00
Officer Director
$0 $0 $0
ARLENE ABBOTT SECRETARY 5.00
Officer Director
$0 $0 $0
TIM HOLLINGSWORTH DIRECTOR 2.00
Director
$0 $0 $0
AIMEE SHERIDAN DIRECTOR 2.00
Director
$0 $0 $0
DIANE LEIGH DIRECTOR 2.00
Director
$0 $0 $0
APRIL WIGGINS DIRECTOR 2.00
Director
$0 $0 $0
MAGGIE PALUMBO ELSPAS DIRECTOR 2.00
Director
$0 $0 $0
JAY WASZKEWITZ DIRECTOR 2.00
Director
$0 $0 $0
KARI KOLLMEYER DIRECTOR 2.00
Director
$0 $0 $0
STEVE CLARK DIRECTOR 2.00
Director
$0 $0 $0
SCOTT MEYERS EXECUTIVE DIRECTOR 40.00
Officer
$72,000 $0 $72,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $887,861 $313,033 $3,699,014 $574,828
2023 $1,156,012 $1,088,283 $1,687,923 $67,729
2022 $353,162 $190,916 $1,115,902 $162,246
2021 $1,284,745 $1,025,465 $943,311 $259,280
2020 $441,650 $98,079 $1,519,207 $343,571
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