Holden Village (EIN 916018658) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

Elise Peterson

Phone

5096992401

Tax Period

2023-11-01 to 2024-10-31

Holden Village, founded in 1962, is a community nonprofit in the Human Services sector that reported $3.5M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $3.4M left a modest 3% surplus.

Mission

A courageous community that welcomes all people into the wilderness to form their relationships with God, the earth, and each other.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,511,447

Program Service Revenue $1,651,028

Investment Income $168,570

Other Revenue $159,336

TOTAL REVENUE $3,490,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,581,353

Fundraising Expenses $388,226

Program Expenses $2,153,586

Other Expenses $1,802,088

TOTAL EXPENSES $3,383,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,490,381	$2,760,233	+0.3%
Expenses	$3,383,441	$3,314,907	+0.0%
Net Income	$106,940	$-554,674	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

365

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

$198,361

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Caemmerer-Bach	Executive Dir.	40.00	Officer	$62,830	$9,413	$72,243
Mark Bach	Executive Dir.	40.00	Officer	$62,830	$2,518	$65,348
Stacy Kitahata	Executive Dir.	40.00	Officer	$56,915	$3,855	$60,770
Mark Schwehn	President	5.00	Officer Director	$0	$0	$0
Claire Smith	Vice President	1.50	Officer Director	$0	$0	$0
Felix Malpica	Secretary	1.50	Officer Director	$0	$0	$0
Jeff Sorum	Treasurer	1.50	Officer Director	$0	$0	$0
Asa Lee	Director	1.00	Director	$0	$0	$0
Ben Stewart	Director	1.00	Director	$0	$0	$0
Desta Geohner	Director	1.00	Director	$0	$0	$0
Eric Lansverk	Director	1.00	Director	$0	$0	$0
Hierald Osorto	Director	1.00	Director	$0	$0	$0
Jane McBride	Director	1.00	Director	$0	$0	$0
Jennifer Prough	Director	1.00	Director	$0	$0	$0
Meisha Wangerin	Director	1.00	Director	$0	$0	$0
Peter Hernes	Director	1.00	Director	$0	$0	$0
Ruth Ivory-Moore	Director	1.00	Director	$0	$0	$0
Rick Brown	Director	1.00	Director	$0	$0	$0
Suzanne Olsen	Director	1.00	Director	$0	$0	$0
Sarah Moore-Sherry	Director	1.00	Director	$0	$0	$0
Chris Hughes	Director	1.00	Director	$0	$0	$0
James Nagel	Director	1.00	Director	$0	$0	$0

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	$3,490,381	$3,383,441	$15,765,283	$106,940
2023	$2,760,233	$3,314,907	$14,153,494	$-554,674
2022	$2,840,045	$2,773,441	$14,676,829	$66,604
2021	$2,311,958	$2,339,559	$15,264,212	$-27,601
2020	$1,688,191	$2,270,926	$14,552,866	$-582,735
2019	$2,565,661	$2,928,390	$15,487,307	$-362,729
2018	$2,555,362	$2,905,885	$14,397,981	$-350,523

Holden Village