2024-11-07T16:28:23-06:00 2024-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-07-01 930452083 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES OREG 5033420004 8215 SW TUALATIN SHERWOOD RD 20 TUALATIN OR 97062 BRENT WILDER PRESIDENT 5033420004 2024-11-07 1 YEE LEE MCGEE P01294356 5032222515 2023 2024-10-15 13:58:12Z BRENT WILDER 8215 SW TUALATIN SHERWOOD RD 200 TUALATIN OR 97062 993970 0 X WWW.OAICU.ORG X 1953 OR THE ALLIANCE SEEKS TO STRENGTHEN OREGON'S INDEPENDENT, NONPROFIT COLLEGES AND UNIVERSITIES. 11 11 2 12 0 0 483774 522231 378000 446650 16124 22156 75972 2933 953870 993970 555885 520329 0 0 310127 315464 0 0 71422 527837 328408 1393849 1164201 -439979 -170231 1970274 1868784 429989 408155 1540285 1460629 X 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. 0 0 896476 520329 446650 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. 896476 1 1 0 1 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 0 1 0 1 1 0 OR X BRENT WILDER 5033420004 8215 SW TUALATIN SHERWOOD RD 200 TUALATIN OR 97062 ROBERT KELLY BOARD CHAIR (BEG. 2024) 2.00 X X 0 0 0 MILES DAVIS BOARD CHAIR (THRU 2023) 2.00 X X 0 0 0 JOSEPH WOMACK BOARD VICE CHAIR 2.00 X X 0 0 0 ROBIN E BAKER BOARD TREASURER 2.00 X X 0 0 0 AUDREY BILGER BOARD SECRETARY 2.00 X X 0 0 0 CHARLES CONNIRY BOARD MEMBER 2.00 X 0 0 0 JENNIFER COYLE BOARD MEMBER 2.00 X 0 0 0 ROBIN HOLMES-SULLIVAN BOARD MEMBER 2.00 X 0 0 0 BECKY JOHNSON BOARD MEMBER 2.00 X 0 0 0 BRIAN JOHNSON BOARD MEMBER 2.00 X 0 0 0 JESSICA TAYLOR BOARD MEMBER (THRU 2023) 2.00 X 0 0 0 STEPHEN THORSETT BOARD MEMBER 2.00 X 0 0 0 JOHN MARK YEATS BOARD MEMBER 2.00 X 0 0 0 BRENT WILDER PRESIDENT 40.00 X 146801 0 41735 146801 0 41735 1 0 1 0 0 522231 7445 522231 MEMBER ASSESSMENTS 900099 396900 396900 OTHER PROGRAM FEES 900099 49750 49750 446650 22156 22156 2213 2213 OTHER REVENUE 900099 720 720 720 993970 446650 0 25089 520329 520329 200044 120026 30007 50011 83553 21836 53362 8355 7388 1904 4754 730 11585 3016 7410 1159 12894 5489 5175 2230 1515 1515 24374 24374 43155 43155 111900 111900 8858 4028 4764 66 20536 16631 3415 490 11568 2559 8066 943 3399 103 3258 38 28201 19983 7326 892 225 68 132 25 3865 1125 2326 414 MISCELLANEOUS 44887 15714 26884 2289 DUES AND SUBSCRIPTIONS 19115 8360 6975 3780 LICENSES & FEES 6810 250 6560 1164201 896476 196303 71422 432429 174909 104118 7150 80978 84192 34087 32501 81 1586 951641 1159738 401027 441209 1970274 1868784 115089 139005 276400 244150 38500 25000 429989 408155 X 680235 735889 860050 724740 1540285 1460629 1970274 1868784 X -170231 85941 4634 X 0 1 X 1 0 X 739251 1148381 857390 483774 522231 3751027 739251 1148381 857390 483774 522231 3751027 1094486 2656541 10488 28897 66468 38487 24369 168709 3092 1276 465 53609 720 59162 3978898 2414610 0.66770 0.71210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 3,092. 2020 AMOUNT: $ 1,276. 2021 AMOUNT: $ 465. 2022 AMOUNT: $ 53,609. 2023 AMOUNT: $ 720. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43155 43155 1049624 1092779 184278 46070 0 0 207713 181914 208210 184278 782115 1173173 42000 42000 42000 43155 169155 51928 45479 52053 46070 195530 293295 6087 4501 1586 28000 28000 0 1586 INTEREST IN A LIMITED LIABILITY COMPANY 1159738 F 1159738 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 86110 FUNDS HELD BY CASA OF OREGON 355099 441209 1195510 85941 110965 4634 201540 993970 0 993970 1275166 110965 110965 1164201 0 1164201 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4,634. 1 BUSHNELL UNIVERSITY 828 E 11TH AVENUE EUGENE OR 97401 930433696 501(C)(3) 46465 0 SUPPORT AND SCHOLARSHIPS CORBAN UNIVERSITY 5000 DEER PARK DRIVE SE SALEM OR 97317 941312349 501(C)(3) 46465 0 SUPPORT AND SCHOLARSHIPS GEORGE FOX UNIVERSITY 414 N MERIDIAN BOX 6029 NEWBERG OR 97132 930386839 501(C)(3) 19465 0 SUPPORT AND SCHOLARSHIPS LEWIS & CLARK COLLEGE 0615 SW PALATINE HILL ROAD PORTLAND OR 97219 930386858 501(C)(3) 52465 0 SUPPORT AND SCHOLARSHIPS LINFIELD UNIVERSITY 900 SE BAKER STREET MCMINNVILLE OR 97128 930391586 501(C)(3) 91465 0 SUPPORT AND SCHOLARSHIPS MULTNOMAH UNIVERSITY 8435 NE GLISAN STREET PORTLAND OR 97220 930398802 501(C)(3) 13679 0 SUPPORT AND SCHOLARSHIPS PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 501(C)(3) 16465 0 SUPPORT AND SCHOLARSHIPS REED COLLEGE 3203 SE WOODSTOCK BOULEVARD PORTLAND OR 97202 930386908 501(C)(3) 16465 0 SUPPORT AND SCHOLARSHIPS UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BOULEVARD PORTLAND OR 97203 930401259 501(C)(3) 62465 0 SUPPORT AND SCHOLARSHIPS WARNER PACIFIC UNIVERSITY 2219 SE 68TH AVENUE PORTLAND OR 97215 930386890 501(C)(3) 116465 0 SUPPORT AND SCHOLARSHIPS WILLAMETTE UNIVERSITY 900 STATE STREET SALEM OR 97301 930386972 501(C)(3) 37465 0 SUPPORT AND SCHOLARSHIPS 11 0 PART I, LINE 2: CONTRIBUTIONS RECEIVED BY THE ALLIANCE ARE ALLOCATED TO MEMBERS AS DESIGNATED BY THE DONOR. X X X 0 0 0 0 0 0 0 0 0 BRENT WILDER PRESIDENT 146801 0 0 0 0 0 13912 0 27823 0 188536 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP OF THE ALLIANCE CONSISTS OF 11 PRIVATE NOT-FOR-PROFIT COLLEGES AND UNIVERSITIES INCORPORATED IN OREGON WHOSE PRIMARY CAMPUS AND ADMINISTRATIVE OFFICES ARE LOCATED IN OREGON. EACH INSTITUTION MUST BE AUTHORIZED TO OPERATE AND CONFER DEGREES AS A HIGHER EDUCATION INSTITUTION IN OREGON AND FULLY ACCREDITED TO OFFER THE BACCALAUREATE DEGREE OR DEGREES BY AN INSTITUTIONAL ACCREDITING AGENCY RECOGNIZED BY THE UNITED STATES DEPARTMENT OF EDUCATION. EACH INSTITUTION HAS EQUAL OPPORTUNITY FOR VOTING REPRESENTATION ON THE ALLIANCE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL CONSIST OF THE PRESIDENT OR CHIEF EXECUTIVE OFFICER, AS DESIGNATED BY THE INSTITUTION'S GOVERNING BOARD, OF EACH MEMBER INSTITUTION. TRUSTEES SHALL SERVE AT THE PLEASURE OF THE GOVERNING BOARD OF THE MEMBER INSTITUTION THAT SELECTED SUCH TRUSTEE FOR SO LONG AS SUCH MEMBER INSTITUTION CONTINUES TO BE A MEMBER OF THE ALLIANCE. EACH TRUSTEE SHALL BE ENTITLED TO ONE VOTE AND MAY NOT BE REPRESENTED BY PROXY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED BY MANAGEMENT. A COPY OF THE RETURN IS PROVIDED TO MEMBERS OF THE BOARD ELECTRONICALLY FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12 THE ALLIANCE DOES NOT HAVE A FORMAL WRITTEN POLICY. HOWEVER, EMPLOYEES ARE EXPECTED TO ADHERE TO ACCEPTABLE BUSINESS PRINCIPLES IN MATTERS OF PERSONAL AND BUSINESS CONDUCT, TO ACCEPT RESPONSIBILITY FOR THE APPROPRIATENESS OF THEIR OWN CONDUCT AND TO EXHIBIT A HIGH DEGREE OF PERSONAL INTEGRITY AT ALL TIMES. THE ALLIANCE EXPECTS ALL EMPLOYEES TO OBSERVE THE HIGHEST STANDARDS OF PROFESSIONALISM AT ALL TIMES, COMPLY WITH ALL LAWS APPLICABLE TO THE ALLIANCE BUSINESS WHEREVER CONDUCTED AND TREAT OTHERS (CUSTOMERS, SUPPLIERS, AND CO-WORKERS) WITH DIGNITY AND RESPECT. UNSATISFACTORY PERFORMANCE, WORK HABITS, OVERALL ATTITUDE, CONDUCT OR DEMEANOR; VIOLATION OF THE ALLIANCE POLICIES, PROCEDURES, GUIDELINES OR PRACTICES; OR ANY OTHER BEHAVIOR OR CONDUCT DEEMED INAPPROPRIATE BY THE ALLIANCE MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, SECTION B, LINE 15 AT THE TIME OF HIRE FOR ALL EMPLOYEES, THE EXECUTIVE COMMITTEE IS PROVIDED WITH COMPARABLE COMPENSATION DATA IN THE FORM OF PUBLISHED STUDIES PROVIDED BY AN AFFILIATED ASSOCIATION AS WELL AS COMPENSATION DATA ON COMPARABLE POSITIONS AT MEMBER INSTITUTIONS AND THE LIKE. IT IS A POLICY OF THE ALLIANCE TO PROVIDE THE PRESIDENT/CEO AN ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE. EVALUATION OR FEEDBACK ALSO MAY BE MADE AT ANY TIME THE EXECUTIVE COMMITTEE BELIEVES THERE ARE PERFORMANCE DEFICIENCIES OR THE PROFESSIONAL GROWTH AND COMPETENCE OF THE PRESIDENT/CEO MAY BE ADVANCED. THE PRESIDENT/CEO SHOULD BE GIVEN AN OPPORTUNITY TO READ THE EVALUATION AND RECEIVE A COPY OF IT. A COPY IS ALSO MADE A PART OF THE PRESIDENT/CEO'S PERSONNEL RECORD. THE PRESIDENT/CEO IS REQUESTED TO SIGN THE EVALUATION AND, IF THE PRESIDENT/CEO SO DESIRES, A STATEMENT COMMENTING ON THE EVALUATION MAY BE ATTACHED. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. IT IS A POLICY OF THE ALLIANCE TO PROVIDE REGULAR EMPLOYEES AN ANNUAL EVALUATION AND AN EVALUATION BEFORE THE END OF ANY INTRODUCTORY PERIOD. EVALUATION OR FEEDBACK ALSO MAY BE MADE AT ANY TIME THE SUPERVISOR BELIEVES THERE ARE PERFORMANCE DEFICIENCIES OR THE PROFESSIONAL GROWTH AND COMPETENCE OF AN EMPLOYEE MAY BE ADVANCED. THE EMPLOYEE SHOULD BE GIVEN AN OPPORTUNITY TO READ THE EVALUATION AND RECEIVE A COPY OF IT. A COPY IS ALSO MADE A PART OF THE EMPLOYEE'S PERSONNEL RECORD. THE EMPLOYEE IS REQUESTED TO SIGN THE EVALUATION AND, IF THE EMPLOYEE SO DESIRES, AN EMPLOYEE'S STATEMENT COMMENTING ON THE EVALUATION MAY BE ATTACHED. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4,634.