Civic Intelligence

Arlington Club Heritage Foundation

EIN 45-3508575 • 501(c)3 • Portland, OR

Profile

To preserve the present historical, aesthetic, and cultural condition of the arlington club building for future generations and to support the rich history, literature, art and culture of the city of portland, the state of oregon, and the pacific northwest.

811 SW SalmonPortland, OR 97205

www.thearlingtonclub.com

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,380,918

Up $415,822 (+21%) from 2023

Liabilities

Up

$25,000

Up $24,278 (+3363%) from 2023

Net Assets

Up

$2,355,918

Up $391,544 (+20%) from 2023

Revenue

Up

$200,755

Up $39,543 (+25%) from 2023

Expenses

Down

$83,362

Down $61,732 (-43%) from 2023

Net Income

Up

$117,393

Up $101,275 (+628%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $191,774Liabilities 2014: $0Net Assets 2014: $191,7742014Assets 2015: $791,991Liabilities 2015: $0Net Assets 2015: $791,9912015Assets 2016: $910,784Liabilities 2016: $0Net Assets 2016: $910,7842016Assets 2017: $1,150,591Liabilities 2017: $0Net Assets 2017: $1,150,5912017Assets 2018: $1,325,038Liabilities 2018: $50,000Net Assets 2018: $1,275,0382018Assets 2019: $1,323,985Liabilities 2019: $0Net Assets 2019: $1,323,9852019Assets 2020: $1,557,490Liabilities 2020: $50,000Net Assets 2020: $1,507,4902020Assets 2021: $2,247,074Liabilities 2021: $51,549Net Assets 2021: $2,195,5252021Assets 2022: $1,502,895Liabilities 2022: $17,545Net Assets 2022: $1,485,3502022Assets 2023: $1,965,096Liabilities 2023: $722Net Assets 2023: $1,964,3742023Assets 2024: $2,380,918Liabilities 2024: $25,000Net Assets 2024: $2,355,9182024

Highlighted filing

2024

Assets$2,380,918
Liabilities$25,000
Net Assets$2,355,918

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $196,122Expenses 2014: $4,348Net Income 2014: $191,7742014Revenue 2015: $641,035Expenses 2015: $19,948Net Income 2015: $621,0872015Revenue 2016: $76,371Expenses 2016: $13,334Net Income 2016: $63,0372016Revenue 2017: $156,454Expenses 2017: $34,542Net Income 2017: $121,9122017Revenue 2018: $62,533Expenses 2018: $70,959Net Income 2018: -$8,4262018Revenue 2019: $303,611Expenses 2019: $254,664Net Income 2019: $48,9472019Revenue 2020: $185,232Expenses 2020: $89,844Net Income 2020: $95,3882020Revenue 2021: $498,344Expenses 2021: $104,685Net Income 2021: $393,6592021Revenue 2022: $244,933Expenses 2022: $700,357Net Income 2022: -$455,4242022Revenue 2023: $161,212Expenses 2023: $145,094Net Income 2023: $16,1182023Revenue 2024: $200,755Expenses 2024: $83,362Net Income 2024: $117,3932024

Highlighted filing

2024

Revenue$200,755
Expenses$83,362
Net Income$117,393

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.0
Gross Receipts
$200,755
Mission and Program Overview

Mission

To preserve the present historical, aesthetic, and cultural condition of the arlington club building for future generations and to support the rich history, literature, art and culture of the city of portland, the state of oregon, and the pacific northwest.

To preserve the present historical, aesthetic, and cultural condition of the arlington club

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,964,374$2,355,918▲ $391,544
Investments Other Securities$1,590,885$2,101,303▲ $510,418
Cash and Non-Interest-Bearing Accounts$87,164$100,616▲ $13,452
Savings and Temporary Cash Investments$145,646$29,298▼ $116,348
Pledges and Grants Receivable$17,400$25,700▲ $8,300
Total Assets$1,965,096$2,380,918▲ $415,822
Other Assets Total$124,001$124,001→ $0
Liabilities
Grants Payable-$25,000-
Accounts Payable and Accrued Expenses$722--
Total Liabilities$722$25,000▲ $24,278
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,964,374$2,355,918▲ $391,544
Total Liabilities and Net Assets / Fund Balance$1,965,096$2,380,918▲ $415,822

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$124,001--
Other Securities$35,467--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$161,322
Program Service Revenue
$0
Investment Income
$39,433
Other Revenue
$0
All Other Contributions
$161,322
Change in Net Assets
$117,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$33,362
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Services Other$6,000--$6,000
All Other Expenses$1,936--$1,936
Other Expenses$1,881--$1,881
Insurance$1,296--$1,296
Office Expenses$449--$449
Total Functional Expenses$83,362$0$0$83,362
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arlington ClubPortland, OR501(c)3rd Floor Renovation$50,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

Directors and officers are required to disclose any conflicts of interest annually. The interested director or officer shall abstain from voting on the transaction.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Arlington Club Heritage Foundation
EIN
45-3508575
Phone
5302234141
Address
811 SW SALMON, PORTLAND, OR 97205

Signing Officer

Name
James Parker
Title
Treasurer
Phone
5032259251
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Parker
Formed
2010
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Dougall Conradie LLC
Address
9400 SW BARNES RD 309, PORTLAND, OR 97225-6658
Preparer
Andrew Platte CPA
Phone
9712499920
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To preserve the present historical, aesthetic, and cultural condition of the arlington club building for future generations and to support the rich history, literature, art and culture of the city of portland, the state of oregon, and the pacific northwest.

Financial Statement Notes

Schedule D, Page 1, Part II, Line 9

NOT APPLICABLE

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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01111356
IRS990ScheduleA/TotalSupportAmt01247362
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTIBLE ITEMS
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1247580
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2184125
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3110480
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt447296
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt539976
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt635467
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ISHARES CORES S&P 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARES CORE US
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ISHARES MSCI ACWI EX US
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ISHARES RUSSELL 2000
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VERSUS CAP REAL ASSETS F
IRS990ScheduleD/OtherSecuritiesGrp/Desc5BLACKSTONE REAL ESTATE
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART II, LINE 9
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt03RD FLOOR RENOVATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARLINGTON CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0930114390
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0811 SW SALMON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PRESERVE THE PRESENT HISTORICAL, AESTHETIC, AND CULTURAL CONDITION OF THE ARLINGTON CLUB BUILDING FOR FUTURE GENERATIONS AND TO SUPPORT THE RICH HISTORY, LITERATURE, ART AND CULTURE OF THE CITY OF PORTLAND, THE STATE OF OREGON, AND THE PACIFIC NORTHWEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. THE INTERESTED DIRECTOR OR OFFICER SHALL ABSTAIN FROM VOTING ON THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/UponRequestInd0X
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IRS990/VotingMembersGoverningBodyCnt015
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IRS990/WhistleblowerPolicyInd0true

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