Skip to content
Nonprofiteer
← OREGON STATE UNIVERSITY ALUMNI ASSOCIATION INC O S U

Form 990 for tax year 2023

Filed by OREGON STATE UNIVERSITY ALUMNI ASSOCIATION INC O S U.

Totals

Total revenue
$4,528,838
Total expenses
$4,993,706
Contributions and grants received
$1,152,872
Grants paid
$79,001
Program service revenue
$618,106
Investment income
-$477,166
Other revenue
$3,235,026
Total assets, end of year
$20,613,601
Total liabilities, end of year
$333,629
Net assets or fund balances, end of year
$20,279,972
Program services expenses (Part IX)
$4,696,497
Management and general expenses
$287,212
Fundraising expenses
$9,997
Program service expenses (Part III)
$4,696,497

Program services were 94.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $435,128

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $717,744

  • 1g · Noncash contributions included above

    $265,774

  • 2a · Program service revenue: Oregon Stater magazine

    total $257,750 · related or exempt $176,021 · unrelated business $81,729 · excluded $0

  • 2b · Program service revenue: Alumni Engagement Programs

    total $128,183 · related or exempt $128,183 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Alumni Center

    total $101,879 · related or exempt $101,879 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Travel Tours

    total $96,217 · related or exempt $0 · unrelated business $96,217 · excluded $0

  • 2e · Program service revenue: Regional Engagement

    total $29,080 · related or exempt $29,080 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $4,997 · related or exempt $4,997 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $119 · related or exempt $0 · unrelated business $0 · excluded $119

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $202,913 · related or exempt $0 · unrelated business $23,979 · excluded $178,934

  • 6a · Gross rents

    real property $582,393 · personal property $24,538

  • 6b · Less rental expenses

    real property $130,663 · personal property $8,341

  • 6c · Rental income or loss

    real property $451,730 · personal property $16,197

  • 6d · Net rental income or loss

    total $467,927 · related or exempt $0 · unrelated business $16,197 · excluded $451,730

  • 7a · Gross sales of assets other than inventory

    securities $1,647,000 · other assets $0

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

    securities $2,124,285 · other assets $0

  • 7c · Gain or loss

    securities -$477,285 · other assets $0

  • 7d · Net gain or loss

    total -$477,285 · related or exempt -$477,285 · unrelated business $0 · excluded $0

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

    $0

  • 11a · Other revenue: Contract Support - Oregon State University

    total $2,008,543 · related or exempt $2,008,543 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Inter/Intrafund Transfers

    total $554,967 · related or exempt $554,967 · unrelated business $0 · excluded $0

  • 11c · Other revenue: Other revenue

    total $676 · related or exempt $676 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $2,564,186

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $79,001 · program services $79,001

  • 5 · Compensation of officers, directors and key employees

    total $921,206 · program services $809,154 · management and general $112,052 · fundraising $0

  • 7 · Other salaries and wages

    total $1,167,617 · program services $1,152,940 · management and general $14,677 · fundraising $0

  • 8 · Pension plan contributions

    total $149,953 · program services $144,461 · management and general $5,492 · fundraising $0

  • 9 · Other employee benefits

    total $202,137 · program services $198,519 · management and general $3,618 · fundraising $0

  • 10 · Payroll taxes

    total $117,200 · program services $115,837 · management and general $1,363 · fundraising $0

  • 11b · Fees: legal

    total $1,482 · program services $0 · management and general $1,482 · fundraising $0

  • 11g · Fees: other

    total $459,089 · program services $451,962 · management and general $7,127 · fundraising $0

  • 12 · Advertising and promotion

    total $18,618 · program services $18,618 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $189,866 · program services $170,480 · management and general $9,389 · fundraising $9,997

  • 14 · Information technology

    total $66,586 · program services $58,870 · management and general $7,716 · fundraising $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $33,852 · program services $33,852 · management and general $0 · fundraising $0

  • 17 · Travel

    total $133,124 · program services $105,428 · management and general $27,696 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $19,737 · program services $2,226 · management and general $17,511 · fundraising $0

  • 20 · Interest

    total $18 · program services $0 · management and general $18 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $379,200 · program services $357,996 · management and general $21,204 · fundraising $0

  • 23 · Insurance

    total $25,151 · program services $0 · management and general $25,151 · fundraising $0

  • 24a · Other expenses: Oregon Stater Magazine

    total $494,795 · program services $494,795 · management and general $0 · fundraising $0

  • 24b · Other expenses: Program Events

    total $367,079 · program services $367,079 · management and general $0 · fundraising $0

  • 24c · Other expenses: Membership

    total $32,942 · program services $32,942 · management and general $0 · fundraising $0

  • 24d · Other expenses: Administrative Gift Fees

    total $35,648 · program services $35,648 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $99,405 · program services $66,689 · management and general $32,716 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,033,285 · end of year $688,726

  • 4 · Accounts receivable

    beginning of year $721,902 · end of year $574,238

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,376 · end of year $90,993

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

    $7,270,502

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

    $2,693,687

  • 10c · Land, buildings and equipment, net

    beginning of year $4,823,219 · end of year $4,576,815

  • 12 · Investments: other securities

    beginning of year $13,113,993 · end of year $14,584,332

  • 15 · Other assets

    beginning of year $98,497 · end of year $98,497

  • 17 · Accounts payable and accrued expenses

    beginning of year $239,902 · end of year $295,298

  • 19 · Deferred revenue

    beginning of year $37,689 · end of year $38,331

  • 27 · Net assets without donor restrictions

    beginning of year $17,123,757 · end of year $17,100,980

  • 28 · Net assets with donor restrictions

    beginning of year $2,453,924 · end of year $3,178,992

Mission and programs · 2023

Mission

Inspire a lifelong connection to Oregon State University for alumni, students, and friends through learning, advocacy and community.

  • Alumni Magazine - the Oregon Stater magazine is distributed to all alumni, more than 196,000 households. The magazine is also delivered online in a tablet-friendly, flex-page format. Campus partners' mini-magazines are inserted in each issue. Counting non-mailed circulation, 423,103 Oregon Staters and 130,373 partner inserts were distributed in FY 2024.

    Expenses $761,659 · Revenue $257,750

  • Athletics Program - The Alumni Association supports Oregon State University athletics and engages alumni by hosting programs at home and away events throughout the year.

    Expenses $374,822 · Revenue $77,796

  • Membership Program - The Alumni Association serves all alumni, and relies on the support of members, now 19,918 strong, to make it happen. Members enjoy discounts on events, goods, and services while helping the Association meet its mission of growing the OSU network, supporting students and building pride in the University.

    Expenses $373,824 · Revenue $4,997

  • Program personnel costs

    Expenses $1,945,442

  • Depreciation

    Expenses $357,995

  • Professional & Consulting

    Expenses $300,787

  • Event expenses

    Expenses $216,850

  • Scholarships

    Expenses $79,001 · Grants $79,001

  • Other Services & Fees

    Expenses $62,162

  • Repair & Maintenance

    Expenses $58,870

  • Travel & Transporation

    Expenses $54,668

  • Rental & Lease expense

    Expenses $38,579

  • Postage & Printing Costs

    Expenses $36,362

  • Public Relations

    Expenses $21,429

  • All other program expenses.

    Expenses $14,047

  • Alumni Center catering fees - $101,879, Travel Tour commissions - $96,217, Regional & Program event registrations - $79,467

    Revenue $277,563

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

Listed in Part VII

  • John Valva

    Executive Director

    Total calculated
    $333,311
    From this org
    $0
    From related orgs
    $270,036
    Other
    $63,275
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,536 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $44,070 related
    Nontaxable benefits
    $0 + $19,206 related
    Filer's total
    $0 + $333,312 related

  • Tory Campbell

    Assoc Exec Director - Experience

    Total calculated
    $189,301
    From this org
    $0
    From related orgs
    $154,120
    Other
    $35,181
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,620 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $25,010 related
    Nontaxable benefits
    $0 + $10,172 related
    Filer's total
    $0 + $189,302 related

  • Julie B Schwartz

    Assoc Exec Director, Programs

    Total calculated
    $172,677
    From this org
    $0
    From related orgs
    $137,600
    Other
    $35,077
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,100 related
    Bonus
    $0 + $2,500 related
    Other
    $0
    Deferred
    $0 + $22,473 related
    Nontaxable benefits
    $0 + $12,604 related
    Filer's total
    $0 + $172,677 related

  • Julie Lambert

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Dan Jarman

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Bob Bluhm

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Lori Rush

    Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Jay Boatwright

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sharada Bose

    Director

    Total calculated
    $0
    Hours/week
    1

  • Claire Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Coats

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mary Coucher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eric Feldhusen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sean Gordon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Conrad Hurdle

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pamalyn Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kelley Kaiser

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Kutella

    Director

    Total calculated
    $0
    Hours/week
    1

  • Keith Leavitt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Holly McKinney

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lee Miller

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Molina

    Director

    Total calculated
    $0
    Hours/week
    1

  • Victoria Nguyen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Candy Pierson-Charlton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Denver Pugh

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Riley

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michelle Rossolo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Syesha Thomas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marcia Torres

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Whitten

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jessica Wolfer

    Director

    Total calculated
    $0
    Hours/week
    1

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

  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract

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

The filer's explanations (Part III)

Schedule J, Part I, Line 1a
In accordance with Alumni Association policy, travel expenses of the spouse of the Executive Director will be paid only if the spouse/companion has been asked to represent the Association in an official capacity and his/her presence is critical for the conduct of such official business. Memberships at health or social clubs are deemed critical for the conduct of official business by providing access to meeting and event facilities for the facilitating the cultivation and stewardship of alumni and donors. The Association pays for the club dues of the Executive Director.

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2025
IRS schema version
2023v6.0
Source object
202521189349302517

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.