2025-09-15T11:12:27-07:00 2024-10-31 825419537 JACOBSON LAWRENCE & ASSOCIATES PLLC 200 FIRST AVENUE W SUITE 302 SEATTLE WA 98119 990 2023-11-01 916018658 Holden Village HOLD 5096992401 HC0 Box 2 Chelan WA 98816 Elise Peterson Executive Dir. 2025-09-15 true true Zoe Joens CPA MSTax P02389255 9095937431 2023 2025-03-06 01:10:19Z Elise Peterson 5655526 false X www.holdenvillage.org X 1962 WA A courageous community that welcomes all people into the wilderness to form their relationships with God, the earth, and each other. 19 19 88 365 -137 811286 1511447 1650303 1651028 162328 168570 136316 159336 2760233 3490381 0 0 1462179 1581353 0 388226 1852728 1802088 3314907 3383441 -554674 106940 14153494 15765283 255840 760688 13897654 15004595 A courageous community that welcomes all people into the wilderness to form their relationships with God, the earth, and each other. false false 1900633 1273663 Guest Village: In FY2024 we provided 13,950 bed nights to guests. We had specialized labor that worked to restore porches on historical buildings that was valued at $89,929. We also had skilled labor such as medical services, carpenters, sawmill, heavy equipment operators, and educational teaching staff that was donated with a value of $227,989. This was based on 6,070 hours of skilled labor @ $37.56. We had common or unskilled labor to help with Village operations with a value of $361,517 when computed at WA State minimum wage. 127825 195785 B&B and Fields Point: Holden Village operates a Bed & Breakfast for overnight stays to guests of Holden Village and also the general public near 25-Mile Creek in Chelan. Holden also manages a day-use facility at Fields Point Landing in Chelan for the US Forest Service. Guests and staff can park their vehicles while taking the boat transportation to the Village. Parking fees are collected from Holden Village guests and other day-use visitors and those traveling to Stehekin or Lucerne not associated with a Village visit. 125128 181580 Store and Activities: Holden Village operates an on-site store which sells books, cards, pottery, jewelry, apparel, and other miscellaneous sundries and groceries to guests and staff. There is also an online store that features select merchandise unique to Holden. There are also programs that operate to support the mission and purpose of the Village, such as the arts and pottery studio, pool hall/bowling alley, snack bar, and coffee stand. 2153586 true true false false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false false true false false false true 16 0 true 88 true false false false false false false false 0 false false false false false false false X 19 19 true false false false false false false true true false false false true true true false false false false false WA X X Mary Hildie 5096992401 HC0 Box 2 Chelan WA 98816 Katherine Caemmerer-Bach Executive Dir. 40.00 0.00 X 62830 0 9413 Mark Bach Executive Dir. 40.00 0.00 X 62830 0 2518 Stacy Kitahata Executive Dir. 40.00 0.00 X 56915 0 3855 Mark Schwehn President 5.00 0.00 X X 0 0 0 Claire Smith Vice President 1.50 0.00 X X 0 0 0 Felix Malpica Secretary 1.50 0.00 X X 0 0 0 Jeff Sorum Treasurer 1.50 0.00 X X 0 0 0 Asa Lee Director 1.00 0.00 X 0 0 0 Ben Stewart Director 1.00 0.00 X 0 0 0 Desta Geohner Director 1.00 0.00 X 0 0 0 Eric Lansverk Director 1.00 0.00 X 0 0 0 Hierald Osorto Director 1.00 0.00 X 0 0 0 Jane McBride Director 1.00 0.00 X 0 0 0 Jennifer Prough Director 1.00 0.00 X 0 0 0 Meisha Wangerin Director 1.00 0.00 X 0 0 0 Peter Hernes Director 1.00 0.00 X 0 0 0 Ruth Ivory-Moore Director 1.00 0.00 X 0 0 0 Rick Brown Director 1.00 0.00 X 0 0 0 Suzanne Olsen Director 1.00 0.00 X 0 0 0 Sarah Moore-Sherry Director 1.00 0.00 X 0 0 0 Chris Hughes Director 1.00 0.00 X 0 0 0 James Nagel Director 1.00 0.00 X 0 0 0 182575 15786 0 false false false 0 19927 1491520 28110 1511447 Guest Parking 721000 192960 192960 Guest Registration 721000 1324751 1324751 Other Guest Acitivites 721000 133317 133317 1651028 132862 132862 0 0 0 2098200 2062492 35708 35708 35708 81408 19927 28158 53250 53250 0 126129 74495 51634 -137 51771 Miscellaneous Income 900099 54452 54452 54452 3490381 1651028 -137 328043 0 0 0 0 199248 100510 78914 19824 0 886883 466072 237668 183143 10149 6043 2715 1391 328852 184795 123748 20309 156221 83027 48566 24628 0 67673 67673 15725 15725 0 0 28660 28660 53319 15743 24337 13239 161891 719 48196 112976 0 67529 16653 50876 0 116546 112910 3636 0 0 0 0 0 439438 413701 25737 155805 129318 23371 3116 Supplies 451073 427179 14294 9600 Other 128390 85033 43357 Taxes, Licenses & Permits 116039 111883 4156 0 3383441 2153586 841629 388226 284511 804211 207836 193873 280184 14428 0 0 0 91267 80022 2947 2948 20448009 10444520 8178979 10003489 2954434 2761461 2122351 1284609 0 0 311169 340058 14153494 15765283 246347 753815 9493 6873 255840 760688 X 12455660 13453045 1441994 1551550 13897654 15004595 14153494 15765283 106940 910072 89929 X true X false true false X 1097532 1337120 1249130 811286 1511447 6006515 0 0 1097532 1337120 1249130 811286 1511447 6006515 136683 5869832 165043 170743 196981 147430 132862 813059 57853 73775 85539 109073 104884 431124 2642 5101 7551 27243 54452 96989 7347687 5689165 0.79890 0.79390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1785519 58832 341862 212779 1973434 1585857 225340 93763 119441 1785519 1802090 107430 -264335 59328 1585857 1507820 204413 98699 8842 1802090 1476156 1100 44210 13646 1507820 0.35630 0.19720 0.44650 true false false 53685 53685 15060269 8690134 6370135 5334055 1754386 3579669 10003489 1284609 Part V, Line 4: Intended uses of the endowment fund. There are three endowment funds (Haertel, Byberg, and Thiel) that are invested with the Evangelical Lutheran Church in America (the ELCA or the Church) Endowment Fund Pooled Trust (the Trust). The balance of Holden Village's endowment funds are invested with a third-party advisor.The ELCA Trust's investment objective is to provide participants with a stable stream of investment income with long-term capital appreciation, while assuming a moderate level of investment risk. The Trust's assets are invested in a diversified portfolio that places a greater emphasis on equity based and fixed income investments and in a manner that is intended to produce results that exceed the investment's benchmark by 35 basis points over rolling five-year time periods. Actual returns in any given year may vary from this objective.The endowment funds not held at the ELCA are invested with a wealth management firm. The overall financial goal for management of these funds is to preserve real (inflation-adjusted) purchasing power after accounting for spending, inflation, and costs of investment management. There are permanently restricted funds for which the goal is to protect principal and permanently donor restricted assets as to endow Holden Village with sufficient income and long-term asset preservation to cover future funding needs. There are board-designated funds for which the goal is to preserve capital on dedicated assets while achieving growth returns commensurate with a higher risk, long-term profile portfolio in excess of those funds. The Investment Committee and Board reviews, no less than annually, whether the performance of the funds is meeting the objectives. false Auction 101335 19927 81408 19927 8231 101335 19927 81408 19927 8231 28158 53250 X 8183 FMV X Auction Items 94 19927 FMV false true false Form 990, Part VI, Section A, Line 2 Co-Executive Directors March Bach & Katherine Bach are married. Form 990, Part VI, Section B, Line 11b Reviewed by the Finance and Audit Committee of the Board and the President of the Board. Form 990, Part VI, Section B, Line 12c As a regular agenda item, conflict of interest forms are signed at the annual fall board meeting by all board members. Form 990, Part VI, Section C, Line 19 Holden Village holds a strict confidentiality stance. Unless there is a compelling reason to disclose its governing documents and policies or financial statements, this information is dispensed on a need-to-know basis. Railroad Creek Renewable Energy LLC HC0 Box 2 Chelan WA 98816 883301594 Generating hydroelectric power WA Holden Village C corp 38918 1.00000 false false false false false false false false false false false false false false false false false false false false