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Nonprofiteer
← ARLINGTON COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by ARLINGTON COMMUNITY FOUNDATION.

Totals

Total revenue
$7,573,791
Total expenses
$6,130,237
Contributions and grants received
$7,334,289
Grants paid
$4,470,508
Program service revenue
$44,704
Investment income
$252,218
Other revenue
-$57,420
Total assets, end of year
$35,102,656
Total liabilities, end of year
$6,479,045
Net assets or fund balances, end of year
$28,623,611
Program services expenses (Part IX)
$5,306,741
Management and general expenses
$388,537
Fundraising expenses
$434,959
Program service expenses (Part III)
$5,306,741

Program services were 86.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $175,332

  • 1f · All other contributions, gifts and grants

    $7,158,957

  • 1g · Noncash contributions included above

    $1,531,525

  • 2a · Program service revenue: FUND MANAGEMENT FEES

    total $44,704 · related or exempt $44,704

  • 3 · Investment income

    total $803,208 · excluded $803,208

  • 7a · Gross sales of assets other than inventory

    securities $17,185,362

  • 7b · Less cost or other basis and sales expenses

    securities $17,736,352

  • 7c · Gain or loss

    securities -$550,990

  • 7d · Net gain or loss

    total -$550,990 · excluded -$550,990

  • 8a · Fundraising events: gross income

    $3,640

  • 8a · Fundraising events: contributions included on line 1c

    $175,332

  • 8b · Fundraising events: direct expenses

    $61,060

  • 8c · Net income from fundraising events

    total -$57,420 · excluded -$57,420

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,827,308 · program services $3,827,308

  • 2 · Grants to domestic individuals

    total $643,200 · program services $643,200

  • 5 · Compensation of officers, directors and key employees

    total $277,911 · program services $146,732 · management and general $43,144 · fundraising $88,035

  • 7 · Other salaries and wages

    total $623,642 · program services $329,270 · management and general $96,816 · fundraising $197,556

  • 8 · Pension plan contributions

    total $19,871 · program services $10,491 · management and general $3,085 · fundraising $6,295

  • 9 · Other employee benefits

    total $34,720 · program services $18,331 · management and general $5,390 · fundraising $10,999

  • 10 · Payroll taxes

    total $61,194 · program services $32,309 · management and general $9,500 · fundraising $19,385

  • 11b · Fees: legal

    total $1,800 · program services $1,333 · management and general $283 · fundraising $184

  • 11c · Fees: accounting

    total $82,111 · program services $60,801 · management and general $12,927 · fundraising $8,383

  • 11f · Fees: investment management

    total $87,298 · management and general $87,298

  • 11g · Fees: other

    total $83,606 · program services $61,907 · management and general $13,163 · fundraising $8,536

  • 12 · Advertising and promotion

    total $54,215 · management and general $40,500 · fundraising $13,715

  • 13 · Office expenses

    total $44,888 · program services $11,541 · management and general $26,423 · fundraising $6,924

  • 14 · Information technology

    total $14,774 · program services $10,940 · management and general $2,326 · fundraising $1,508

  • 16 · Occupancy

    total $82,412 · program services $42,559 · management and general $14,317 · fundraising $25,536

  • 19 · Conferences, conventions and meetings

    total $38,319 · program services $5,392 · management and general $5,392 · fundraising $27,535

  • 22 · Depreciation, depletion and amortization

    total $4,685 · program services $2,474 · management and general $727 · fundraising $1,484

  • 23 · Insurance

    total $4,681 · management and general $4,681

  • 24a · Other expenses: PROGRAM RELATED SERVICE

    total $123,930 · program services $91,766 · management and general $19,512 · fundraising $12,652

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $18,615 · program services $9,829 · management and general $2,889 · fundraising $5,897

  • 24c · Other expenses: TAXES LICENSES AND FEES

    total $1,057 · program services $558 · management and general $164 · fundraising $335

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $35,682 · end of year $9,970

  • 2 · Savings and temporary cash investments

    beginning of year $6,273,207 · end of year $6,798,377

  • 3 · Pledges and grants receivable

    beginning of year $317,815 · end of year $215,500

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,261 · end of year $36,867

  • 10a · Land, buildings and equipment: cost or other basis

    $28,365

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,503

  • 10c · Land, buildings and equipment, net

    beginning of year $16,547 · end of year $11,862

  • 11 · Investments: publicly traded securities

    beginning of year $23,423,175 · end of year $27,848,710

  • 15 · Other assets

    beginning of year $250,331 · end of year $181,370

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,141 · end of year $91,581

  • 18 · Grants payable

    beginning of year $695,926 · end of year $694,917

  • 21 · Escrow or custodial account liability

    beginning of year $4,700,970 · end of year $5,505,698

  • 25 · Other liabilities

    beginning of year $254,003 · end of year $186,849

  • 27 · Net assets without donor restrictions

    beginning of year $22,575,719 · end of year $26,631,370

  • 28 · Net assets with donor restrictions

    beginning of year $2,044,259 · end of year $1,992,241

Mission and programs · 2023

Mission

WE EXIST TO IDENTIFY AND ELEVATE THE NEEDS IN OUR COMMUNITY, AND TO ATTRACT AND DEPLOY CHARITABLE RESOURCES TO ADDRESS THOSE NEEDS. ACF STEWARDS THE GIFTS AND CHARITABLE LEGACIES OF INDIVIDUALS, FAMILIES AND BUSINESSES TO MEET NEEDS IN ARLINGTON AND BEYOND.

Activities or mission (Part I)

TO PROVIDE CHARITABLE SUPPORT AND LEADERSHIP TO IMPROVE QUALITY OF LIFE IN ARLINGTON AND BEYOND.

  • ARLINGTON COMMUNITY FOUNDATION'S COMMUNITY GRANTMAKING INCLUDES BOTH DISCRETIONARY AWARDS ALIGNED WITH OUR STRATEGIC INITIATIVES AND GRANTS MADE IN PARTNERSHIP WITH DONORS THROUGH FIELD-OF-INTEREST AND DONOR-ADVISED FUNDS. INDIVIDUALS, FAMILIES, AND BUSINESSES USE THE FOUNDATION AS A PLATFORM TO EXPLORE AND IMPLEMENT THEIR OWN CHARITABLE GOALS, SUPPORTED BY STAFF GUIDANCE AS DESIRED. OUR DISCRETIONARY GRANTMAKING PRIMARILY SUPPORTS DEMONSTRATION PILOTS AND INITIATIVES THAT MITIGATE THE DISPLACEMENT OF LOW INCOME RESIDENTS. KEY AREAS OF WORK INCLUDE DEEPLY AFFORDABLE HOUSING, ECONOMIC MOBILITY, AND ACCESSIBLE CHILDCARE. OUR ROLE IS TO WORK IN PARTNERSHIP WITH LOCAL GOVERNMENT, BUSINESSES, AND NONPROFIT ORGANIZATIONS TO SCALE COMMUNITY-CENTERED SOLUTIONS. THROUGH THIS DUAL APPROACH COMMUNITY LEADERSHIP AND DONOR SERVICES, WE ALIGN PHILANTHROPIC RESOURCES WITH HIGH-IMPACT, LOCALLY DRIVEN EFFORTS.

    Expenses $4,663,541 · Grants $3,827,308 · Revenue $44,704

  • ARLINGTON COMMUNITY FOUNDATION ADMINISTERS A WELL-ESTABLISHED SCHOLARSHIP PROGRAM THAT MAKES AWARDS TO APPROXIMATELY 200 STUDENTS EACH YEAR. THE PROGRAM IS FUNDED BY GENEROUS INDIVIDUALS, FAMILIES, BUSINESSES, AND ORGANIZATIONS, MANY OF WHOM ESTABLISH NAMED SCHOLARSHIPS TO HONOR LOVED ONES, EMPLOYEES, OR COMMUNITY MEMBERS. DONORS DEFINE THE ELIGIBILITY CRITERIA, SUCH AS ACADEMIC ACHIEVEMENT, FINANCIAL NEED, ATHLETIC INVOLVEMENT, OR COMMUNITY SERVICE, WHILE THE FOUNDATION'S SCHOLARSHIP COMMITTEE MANAGES THE SELECTION PROCESS, ENSURING BROAD OUTREACH AND EQUITABLE REVIEW ACROSS A DIVERSE APPLICANT POOL. IN ADDITION, CONTRIBUTIONS TO THE COMMUNITY SCHOLARSHIP FUND SUPPORT A GENERAL POOL OF AWARDS THAT RESPOND FLEXIBLY TO STUDENTS' DEMONSTRATED NEEDS AND ASPIRATIONS. THIS PROGRAM EXPANDS ACCESS TO POST-SECONDARY EDUCATION FOR ARLINGTON-AREA STUDENTS AND REFLECTS THE COMMUNITY'S COLLECTIVE INVESTMENT IN EDUCATIONAL OPPORTUNITY.

    Expenses $643,200 · Grants $643,200

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tanja Castro

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Patricia Rodriguez

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • John Benton

    VICE CHAIR (UNTIL 9/23)

    Total calculated
    $0
    Hours/week
    4

  • Michael George

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Deb Gandy

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Susan T Anderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dulce Carrillo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Dolan

    TRUSTEE (UNTIL 5/24)

    Total calculated
    $0
    Hours/week
    1

  • Ashley Goff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jade Gong

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kevin Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Krysta Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dana Laidhold

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Madelka McCalla

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nancy McEldowney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joe McMahon Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carmen Oviedo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ambari Pinto

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Owens

    PRESIDENT & CEO

    Total calculated
    $270,515
    From this org
    $239,994
    From related orgs
    $0
    Other
    $30,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,994
    Bonus
    $35,000
    Other
    $0
    Deferred
    $8,962
    Nontaxable benefits
    $21,559
    Filer's total
    $270,515

  • Anne Vor Der Bruegge

    DIR GRANTS/INITIATIVES (THRU 12/23)

    Total calculated
    $150,818
    From this org
    $133,299
    From related orgs
    $0
    Other
    $17,519
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,299
    Bonus
    $0
    Other
    $0
    Deferred
    $5,302
    Nontaxable benefits
    $12,217
    Filer's total
    $150,818

  • Christina Cole

    DIR OF PHILANTHROPY

    Total calculated
    $131,825
    From this org
    $127,019
    From related orgs
    $0
    Other
    $4,806
    Hours/week
    30

  • Brian Marroquin

    DIR GRANTS/INITIATIVES

    Total calculated
    $115,039
    From this org
    $102,069
    From related orgs
    $0
    Other
    $12,970
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202531299349300718

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