2026-09-15T20:33:50-07:00 2025-10-31 825419537 JACOBSON LAWRENCE & ASSOCIATES PLLC 200 FIRST AVENUE W SUITE 302 SEATTLE WA 98119 990 2024-11-01 916018658 Holden Village HOLD 5096992401 HC0 Box 2 Chelan WA 98816 Elise Peterson Executive Dir. 2026-09-15 true true Andy H Yeung CPA P01064093 2067282727 2024 Elise Peterson HC0 Box 2 Chelan WA 98816 4071407 false X www.holdenvillage.org X 1962 WA Growing from the love of Christ, Holden Village is a courageous community that wellcomes all people into the wilderness to form and renew their relationships with God, the earth, and each other. 19 19 107 365 960 1511447 1029059 1651028 1641199 168570 165023 159336 85639 3490381 2920920 0 0 1581353 1636432 0 254587 1802088 1721600 3383441 3358032 106940 -437112 15765283 15238825 760688 178241 15004595 15060584 A courageous community that welcomes all people into the wilderness to form their relationships with God, the earth, and each other. false false 1501814 1348641 Guest Village: In FY2025 we provided an estimated 14,000 nights to guests. We had specialized labor that continued to restore porches on historical buildings that was valued at $80.514. We also had skilled labor such as medial services, carpenters,sawmill, heavy equipment operators, and educational teaching staff that was donated with a value of $117,065. This was based on 3,664 hours of skilled labor at $31.95. We had common or unskilled labor to help with Village operations with a value of $643,203 when computed at WA State minimum wage. 366713 227629 Bed & Breakfast and Fields Point Operations: Holden Village operates a Bed and Breakfast for overnight stays to guests of Holden Village and also the general public near 25-Mile Creak 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 Holden Village. Parking fees are collected from Holden Village guests and other day-use visitors and those traveling to Stehekin or Lucurne not associated with a Holden visit. 141494 64929 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, poll hall/bowling alley, snack bar, and coffee stand. 2010021 true true false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 7 0 true 107 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 true true false X X Elise Peterson 5096992401 HC0 Box 2 Chelan WA 98816 Mark Bach Executive Dir. 40.00 0.00 X 65367 0 7800 Katherine Caemmerer-Bach Executive Dir. 40.00 0.00 X 65367 0 7800 Stacy Kitahata Executive Dir. 40.00 0.00 X 64136 0 1195 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 Elise Peterson Executive Dir. 40.00 0.00 X 0 0 0 Charles B Peterson Executive Dir. 40.00 0.00 X 0 0 0 194870 16795 0 false false false 0 1029059 1522 1029059 Guest Parking 721000 200869 200869 Guest Registration 721000 1348641 1348641 Other Guest Acitivites 721000 91689 91689 1641199 100785 100785 0 0 0 1159147 1094909 64238 64238 64238 1418 1126 292 292 0 120312 54452 65860 960 64900 Miscellaneous Income 900099 19487 19487 19487 2920920 1641199 960 249702 0 0 0 0 172783 87514 67990 17279 0 837320 304636 445908 86776 14836 6142 7360 1334 457386 215360 214102 27924 154107 63797 76450 13860 6762 6762 12319 12319 0 0 0 21718 21718 124685 42645 77107 4933 105178 4612 4565 96001 0 54255 9059 45196 0 154223 153736 487 0 0 0 0 0 453272 431355 21917 197293 164050 29332 3911 Supplies 428066 419002 8682 382 Other 147483 96646 48650 2187 Taxes, Licenses & Permits 16346 11467 4879 0 3358032 2010021 1093424 254587 804211 350848 193873 119473 280184 133368 14428 86734 0 0 0 80022 87779 2948 2948 21292930 10897792 10003489 10395138 2761461 2387067 1284609 1272800 0 0 340058 402670 15765283 15238825 753815 166750 6873 11491 760688 178241 X 13453045 13079575 1551550 1981009 15004595 15060584 15765283 15238825 -437112 412587 80514 X false true X true false X 1337120 1249130 811286 1511447 1029059 5938042 0 0 1337120 1249130 811286 1511447 1029059 5938042 145291 5792751 170743 196981 147430 132862 100785 748801 73775 85539 109073 104884 66152 439423 5101 7551 27243 54452 19487 113834 7240100 6966593 0.80010 0.79890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1973434 300 292107 11754 2254087 1785519 58832 341862 212779 1973434 1585857 225340 93763 119441 1785519 1802090 107430 -264335 59328 1585857 1507820 204413 98699 8842 1802090 0.34410 0.65590 true false false 53685 53685 15071891 9067269 6004622 6167354 1830523 4336831 10395138 1272800 3564946 412587 197579 55578 665744 2899202 21718 21718 2920920 3508957 117065 55578 172643 3336314 21718 21718 3358032 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. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 cogs + fundraising $55578 COGS $0 Part XII, Line 2d: Other expenses and losses per audited F/S cogs + fundraising $55578 COGS $0 Form 990, Part VI, Section A, Line 2 Co-Executive Directors Mark Bach & Katherine Bach are married. Co-Executive Directors Elise Peterson and Bjorn Peterson are married. Form 990, Part VI, Section B, Line 11b The Form 990 was reviewed by the Executive Director and Interim Finance Manager prior to filing. Form 990, Part VI, Section B, Line 12c The practice has all board members complete a disclosure related to potential conflicts of interest, and it is not uncommon for potential conflicts to be disclosed and proactively managed by the board and its officers. Form 990, Part VI, Section B, Line 15a The Executive Committee of the Board develops a recommended compensation package that the full board ratifies. Relevant comparability data seeks to consider good quality data. 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 Washington 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