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← OREGON STATE UNIVERSITY ALUMNI ASSOCIATION INC O S U

Form 990 for tax year 2022

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

Totals

Total revenue
$4,638,347
Total expenses
$4,354,517
Contributions and grants received
$1,156,046
Grants paid
$80,832
Program service revenue
$577,744
Investment income
-$176,490
Other revenue
$3,081,047
Total assets, end of year
$19,855,272
Total liabilities, end of year
$277,591
Net assets or fund balances, end of year
$19,577,681
Program services expenses (Part IX)
$3,989,778
Management and general expenses
$352,737
Fundraising expenses
$12,002
Program service expenses (Part III)
$3,989,778

Program services were 91.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • John Valva

    Executive Director

    Total calculated
    $322,744
    From this org
    $0
    From related orgs
    $261,820
    Other
    $60,924
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,320 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $44,257 related
    Nontaxable benefits
    $0 + $16,667 related
    Filer's total
    $0 + $322,744 related

  • Tory Campbell

    Assoc Exec Director - Experience

    Total calculated
    $188,039
    From this org
    $0
    From related orgs
    $151,211
    Other
    $36,828
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,711 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $27,298 related
    Nontaxable benefits
    $0 + $9,530 related
    Filer's total
    $0 + $188,039 related

  • Christi L Kasten

    Sr. Assoc Exec Director, OSUAA

    Total calculated
    $184,911
    From this org
    $0
    From related orgs
    $138,460
    Other
    $46,451
    Hours/week
    0 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,960 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $24,890 related
    Nontaxable benefits
    $0 + $21,561 related
    Filer's total
    $0 + $184,911 related

  • Julie B Schwartz

    Assoc Exec Director, Programs

    Total calculated
    $166,578
    From this org
    $0
    From related orgs
    $131,794
    Other
    $34,784
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,294 related
    Bonus
    $0 + $1,500 related
    Other
    $0
    Deferred
    $0 + $22,512 related
    Nontaxable benefits
    $0 + $12,272 related
    Filer's total
    $0 + $166,578 related

  • Julie Lambert

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Dan Jarman

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Jim Coats

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Lori Rush

    Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Bob Bluhm

    Director

    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

  • 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

  • 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

  • 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

  • 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
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421349349307082

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

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