Civic Intelligence

Lake Oswego Preservation Society

EIN 45-1799529 • 501(c)3 • Marylhurst, OR

Pub. 78 Eligible990-N Coverage

Profile

Education, promotion, and support for public and private historic preservation activities in Lake Oswego, Oregon.

PO Box 502Marylhurst, OR 97036

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$928,368

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$928,368

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue35th percentileNet Margin65th percentile

Revenue

$24,636

No earlier filing loaded for comparison.

Expenses

$21,493

No earlier filing loaded for comparison.

Net Income

$3,143

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2024: $928,368Liabilities 2024: $0Net Assets 2024: $928,3682024

Highlighted filing

2024

Assets$928,368
Liabilities$0
Net Assets$928,368
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2024: $24,636Expenses 2024: $21,493Net Income 2024: $3,1432024

Highlighted filing

2024

Revenue$24,636
Expenses$21,493
Net Income$3,143
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$928,368
Liabilities
$0
Net assets
$928,368
Revenue
$24,636
Expenses
$21,493
Net income
$3,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.28$0.00$9.28$0.25$0.21$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$47,546
Mission and Program Overview

Mission

Education, promotion, and support for public and private historic preservation activities in Lake Oswego, Oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$849,587$840,178▼ $9,409
Cash and Non-Interest-Bearing Accounts$45,638$56,781▲ $11,143
Savings and Temporary Cash Investments$30,000$31,409▲ $1,409
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$925,225$928,368▲ $3,143
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$925,225$928,368▲ $3,143
Total Net Assets Fund Balance$925,225$928,368▲ $3,143
Total Liabilities and Net Assets / Fund Balance$925,225$928,368▲ $3,143

Asset Categories

AssetBook ValueDepreciationBasis
Land$600,000-$600,000
Buildings$235,322$14,578$249,900
Equipment$4,856$11,685$16,541
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Denise BerteltPresident
Rachel VerdickVice President
Jack BookwalterDirector
Joan MooreDirector
Kevin KutcherDirector
Larry SnyderDirector
Valeria WhelanDirector
Gail Toft-VizziniSecretary
Randy ArthurTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,336
Program Service Revenue
$10,915
Investment Income
$1,409
Other Revenue
$-13,024
All Other Contributions
$12,209
Change in Net Assets
$3,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,493
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,308-$3,308
Information Technology$2,000--$2,000
Insurance-$1,783-$1,783
Depreciation Depletion$1,079--$1,079
All Other Expenses$250$531-$781
Advertising$773--$773
Office Expenses-$677-$677
Other Expenses$2,870$589-$589
Total Functional Expenses$14,605$6,888$0$21,493
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Lake Oswego Preservation Society
EIN
45-1799529
Address
PO Box 502, Marylhurst, OR 97036

Signing Officer

Name
Randy Arthur
Title
Treasurer
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Arthur
Formed
2012
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Troy Reichlein CPA LLC
Address
420 2ND ST, LAKE OSWEGO, OR 97034
Preparer
Troy Reichlein
Phone
5036539592
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IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUAL ARCHITECTURAL BOAT TOUR OF LAKEFRONT RESIDENCESThe Society conducts a unique educational boat tour of Oswego Lake to highlight the historically-significant architecture of the citys lakeside residences. The tour attracts 80-90 participants annually.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CARMAN HOUSE HISTORICAL PRESERVATIONMaintain and preserve the oldest private residence in Lake Oswego, Oregon. Constructed in 1857, Carman House was donated to the Society in 2023. The Society is currently applying for national historic registration, leading to a comprehensive preservation plan and preservation easement for the residence.
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt010915
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01409
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0849900
IRS990ScheduleA/Total509Grp/TotalAmt0886151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0849900
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0874536
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0235322
IRS990ScheduleD/BuildingsGrp/DepreciationAmt014578
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0249900
IRS990ScheduleD/EquipmentGrp/BookValueAmt04856
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011685
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016541
IRS990ScheduleD/LandGrp/BookValueAmt0600000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0600000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0840178
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0925225
IRS990/TotalAssetsEOYAmt0928368
IRS990/TotalAssetsGrp/BOYAmt0925225
IRS990/TotalAssetsGrp/EOYAmt0928368
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt025336
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06888
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014605
IRS990/TotalFunctionalExpensesGrp/TotalAmt021493
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0928368
IRS990/TotalProgramServiceExpensesAmt014605
IRS990/TotalProgramServiceRevenueAmt010915
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024636
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0925225
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0928368
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 502
IRS990/USAddress/CityNm0Marylhurst
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097036
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Randy Arthur
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Oswego Preservation Society
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0451799529
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 502
ReturnHeader/Filer/USAddress/CityNm0Marylhurst
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR

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