ARLINGTON CLUB HERITAGE FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

JAMES PARKER

Phone

5302234141

Tax Period

2025-01-01 to 2025-12-31

ARLINGTON CLUB HERITAGE FOUNDATION, founded in 2010, is a small nonprofit in the Arts, Culture & Humanities sector that reported $172K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $92K, a strong 54% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $79,550

THE FOUNDATION'S ACTIVITES ARE DIRECTED TOWARD THE PRESERVATION OF THE ARLINGTON CLUB BUILDING AND SUPPORTING HISTORICAL RESEARCH, LECTURES, PRESENTATIONS AND GRANTS, WHICH ARE INTENDED TO FURTHER...

THE FOUNDATION'S ACTIVITES ARE DIRECTED TOWARD THE PRESERVATION OF THE ARLINGTON CLUB BUILDING AND SUPPORTING HISTORICAL RESEARCH, LECTURES, PRESENTATIONS AND GRANTS, WHICH ARE INTENDED TO FURTHER THE PUBLIC'S UNDERSTANDING AND KNOWLEDGE OF THE DYNAMIC HISTORY OF PORTLAND, OREGON AND THE SURROUNDING REGION.

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Trantor Score

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

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $123,930

Program Service Revenue $0

Investment Income $47,679

Other Revenue $0

TOTAL REVENUE $171,609

Expense Breakdown

Grants Paid $53,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,550

Other Expenses $26,000

TOTAL EXPENSES $79,550

Year-over-Year Comparison

	2025	2024	Change
Revenue	$171,609	$200,755	-0.1%
Expenses	$79,550	$83,362	0.0%
Net Income	$92,059	$117,393	-0.2%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES PARKER	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN DILORENZO	SECRETARY	1.00	Officer Director	$0	$0	$0
PEGGY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK GREEN	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN REBAGLIATI	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
LYNN JOHNSON	PRESIDENT	1.00	Director	$0	$0	$0
MAUREEN BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BLACKWELL	DIRECTOR	1.00	Director	$0	$0	$0
MARK FRANDSEN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC ROSENFELD	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLEY COOPER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KEIL	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SEAN O'HALLAREN	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
2025	$171,609	$79,550	$2,753,335	$92,059
2024	$200,755	$83,362	$2,380,918	$117,393
2023	$161,212	$145,094	$1,965,096	$16,118
2022	$244,933	$700,357	$1,502,895	$-455,424
2021	$498,344	$104,685	$2,247,074	$393,659
2020	$185,232	$89,844	$1,557,490	$95,388
2019	$303,611	$254,664	$1,323,985	$48,947