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← OREGON ALLIANCE OF INDEPENDENT COLLEGES AND UNIVERSITIES

Form 990 for tax year 2023

Filed by OREGON ALLIANCE OF INDEPENDENT COLLEGES AND UNIVERSITIES.

Totals

Total revenue
$993,970
Total expenses
$1,164,201
Contributions and grants received
$522,231
Grants paid
$520,329
Program service revenue
$446,650
Investment income
$22,156
Other revenue
$2,933
Total assets, end of year
$1,868,784
Total liabilities, end of year
$408,155
Net assets or fund balances, end of year
$1,460,629
Program services expenses (Part IX)
$896,476
Management and general expenses
$196,303
Fundraising expenses
$71,422
Program service expenses (Part III)
$896,476

Program services were 77.0% 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.

  • 1f · All other contributions, gifts and grants

    $522,231

  • 1g · Noncash contributions included above

    $7,445

  • 2a · Program service revenue: MEMBER ASSESSMENTS

    total $396,900 · related or exempt $396,900

  • 2b · Program service revenue: OTHER PROGRAM FEES

    total $49,750 · related or exempt $49,750

  • 3 · Investment income

    total $22,156 · excluded $22,156

  • 5 · Royalties

    total $2,213 · excluded $2,213

  • 11a · Other revenue: OTHER REVENUE

    total $720 · excluded $720

  • 11e · Other revenue, total

    $720

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $520,329 · program services $520,329

  • 5 · Compensation of officers, directors and key employees

    total $200,044 · program services $120,026 · management and general $30,007 · fundraising $50,011

  • 7 · Other salaries and wages

    total $83,553 · program services $21,836 · management and general $53,362 · fundraising $8,355

  • 8 · Pension plan contributions

    total $7,388 · program services $1,904 · management and general $4,754 · fundraising $730

  • 9 · Other employee benefits

    total $11,585 · program services $3,016 · management and general $7,410 · fundraising $1,159

  • 10 · Payroll taxes

    total $12,894 · program services $5,489 · management and general $5,175 · fundraising $2,230

  • 11b · Fees: legal

    total $1,515 · management and general $1,515

  • 11c · Fees: accounting

    total $24,374 · management and general $24,374

  • 11d · Fees: lobbying

    total $43,155 · program services $43,155

  • 11g · Fees: other

    total $111,900 · program services $111,900

  • 12 · Advertising and promotion

    total $8,858 · program services $4,028 · management and general $4,764 · fundraising $66

  • 13 · Office expenses

    total $20,536 · program services $16,631 · management and general $3,415 · fundraising $490

  • 14 · Information technology

    total $11,568 · program services $2,559 · management and general $8,066 · fundraising $943

  • 16 · Occupancy

    total $3,399 · program services $103 · management and general $3,258 · fundraising $38

  • 17 · Travel

    total $28,201 · program services $19,983 · management and general $7,326 · fundraising $892

  • 22 · Depreciation, depletion and amortization

    total $225 · program services $68 · management and general $132 · fundraising $25

  • 23 · Insurance

    total $3,865 · program services $1,125 · management and general $2,326 · fundraising $414

  • 24a · Other expenses: MISCELLANEOUS

    total $44,887 · program services $15,714 · management and general $26,884 · fundraising $2,289

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $19,115 · program services $8,360 · management and general $6,975 · fundraising $3,780

  • 24c · Other expenses: LICENSES & FEES

    total $6,810 · program services $250 · management and general $6,560

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $432,429 · end of year $174,909

  • 3 · Pledges and grants receivable

    beginning of year $104,118 · end of year $7,150

  • 9 · Prepaid expenses and deferred charges

    beginning of year $80,978 · end of year $84,192

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

    $34,087

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

    $32,501

  • 10c · Land, buildings and equipment, net

    beginning of year $81 · end of year $1,586

  • 12 · Investments: other securities

    beginning of year $951,641 · end of year $1,159,738

  • 15 · Other assets

    beginning of year $401,027 · end of year $441,209

  • 17 · Accounts payable and accrued expenses

    beginning of year $115,089 · end of year $139,005

  • 18 · Grants payable

    beginning of year $276,400 · end of year $244,150

  • 19 · Deferred revenue

    beginning of year $38,500 · end of year $25,000

  • 27 · Net assets without donor restrictions

    beginning of year $680,235 · end of year $735,889

  • 28 · Net assets with donor restrictions

    beginning of year $860,050 · end of year $724,740

Mission and programs · 2023

Mission

THE MISSION OF THE ALLIANCE IS TO REPRESENT AND SERVE OREGON'S REGIONALLY ACCREDITED, NONPROFIT, INDEPENDENT COLLEGES AND UNIVERSITIES THROUGH PUBLIC ADVOCACY, INSTITUTIONAL COOPERATION, AND STRATEGIC COLLABORATION WITH THE PUBLIC SECTOR, INCLUDING BUSINESS, PHILANTHROPIC ORGANIZATIONS, AND GOVERNMENT. THE ALLIANCE STRENGTHENS OREGON'S INTELLECTUAL, CREATIVE AND ECONOMIC RESOURCES.

Activities or mission (Part I)

THE ALLIANCE SEEKS TO STRENGTHEN OREGON'S INDEPENDENT, NONPROFIT COLLEGES AND UNIVERSITIES.

  • THE ALLIANCE STRENGTHENS OREGON'S INTELLECTUAL AND ECONOMIC RESOURCES BY REPRESENTING AND SERVING OREGON'S REGIONALLY ACCREDITED, NONPROFIT, PRIVATE, INDEPENDENT COLLEGES AND UNIVERSITIES. THE PRIMARY FUNCTIONS OF THE ALLIANCE ARE TO: LEAD ADVOCACY RELATED TO NONPROFIT, INDEPENDENT HIGHER EDUCATION ON MATTERS RELATED TO PUBLIC INTEREST AND PUBLIC POLICY; SUPPORT AND EXPAND STRATEGIC PARTNERSHIPS WITH BUSINESSES, FOUNDATIONS, AND PUBLIC SECTOR AGENCIES AND INSTITUTIONS; PROVIDE AND CREATE STRUCTURES TO ENCOURAGE INTER-INSTITUTIONAL COLLABORATION; COORDINATE SERVICES TO MEMBER INSTITUTIONS TO ACHIEVE GREATER EFFICIENCIES AND ECONOMIES OF SCALE; KEEP EDUCATIONAL QUALITY HIGH AND MINIMIZE OPERATING COSTS AT OUR MEMBER INSTITUTIONS; CONTINUED ON SCHEDULE O. GENERATE RESTRICTED GIFT AND ENTERPRISE INCOME TO SUPPORT MISSION FULFILLMENT; WORK COLLABORATIVELY WITH OUR COMMUNITY OF STAKEHOLDERS AND PARTNERS TO SERVE THE GREATER PUBLIC GOOD; AND SEEK PROGRAMS AND STRATEGIC INVESTMENTS THAT INCREASE POSTSECONDARY STUDENT ACCESS AND SUCCESS, AS WELL AS FORGE CONNECTIONS, PATHWAYS, AND PARTNERSHIPS WITH BUSINESS AND INDUSTRY THAT ENHANCE STUDENT TRANSITIONS FROM EDUCATION TO CAREER.

    Expenses $896,476 · Grants $520,329 · Revenue $446,650

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

Listed in Part VII

  • Robert Kelly

    BOARD CHAIR (BEG. 2024)

    Total calculated
    $0
    Hours/week
    2

  • Miles Davis

    BOARD CHAIR (THRU 2023)

    Total calculated
    $0
    Hours/week
    2

  • Joseph Womack

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Robin E Baker

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Audrey Bilger

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Charles Conniry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Coyle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Robin Holmes-Sullivan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Becky Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brian Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jessica Taylor

    BOARD MEMBER (THRU 2023)

    Total calculated
    $0
    Hours/week
    2

  • Stephen Thorsett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • John Mark Yeats

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brent Wilder

    PRESIDENT

    Total calculated
    $188,536
    From this org
    $146,801
    From related orgs
    $0
    Other
    $41,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,801
    Bonus
    $0
    Other
    $0
    Deferred
    $13,912
    Nontaxable benefits
    $27,823
    Filer's total
    $188,536

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 · 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
7 November 2024
IRS schema version
2023v5.1
Source object
202443129349304229

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

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