2023-02-15T16:24:05-06:00 2022-01-31 135565207 KPMG LLP 401 UNION STREET SUITE 2800 SEATTLE WA 98101 990 2021-07-01 931309774 PORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION PORT 5037255863 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 STACEY HENRIQUEZ CFO 5037255863 2023-01-24 1 STACEY HENRIQUEZ 999009999 DAVID M HIGHFILL P01517891 2069134000 0 AAL1 IAL1 2021 2023-03-07 01:45:13Z X STACEY HENRIQUEZ 1600 SW 4TH AVE STE 730 PORTLAND OR 97201 742849 0 X WWW.ALUMNI.PDX.EDU X 2000 OR TO CHAMPION A LIFE-LONG RELATIONSHIP BETWEEN PORTLAND STATE UNIVERSITY AND ITS ALUMNI. X 14 14 0 37 0 0 4386 2168 395230 8815 36852 731866 0 0 436468 742849 0 1948517 0 0 0 0 0 0 0 89381 50423 89381 1998940 347087 -1256091 2277803 0 1414 0 2276389 0 X TO CHAMPION A LIFE-LONG RELATIONSHIP BETWEEN PORTLAND STATE UNIVERSITY AND ITS ALUMNI. 0 1 1982420 1948517 8815 SEE SCHEDULE O 1982420 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X STACEY HENRIQUEZ 5037255863 1600 SW 4TH AVE PORTLAND OR 97201 ED JOHNSON PRESIDENT 0.25 0.00 X 0 0 0 VERA SELL VICE PRESIDENT 0.25 0.00 X 0 0 0 CHRIS LIDDLE TRESURER 0.25 0.00 X 0 0 0 ERIC BROWN TRUSTEE 0.25 0.00 X 0 0 0 GREG MEYER TRUSTEE 0.25 0.00 X 0 0 0 ERIC NOLL TRUSTEE 0.25 0.00 X 0 0 0 LORI HEINO-ROYER TRUSTEE 0.25 0.00 X 0 0 0 DAN ADAMS TRUSTEE 0.25 0.00 X 0 0 0 SEAN ZIMMERMAN TRUSTEE 0.25 0.00 X 0 0 0 ANGELA WYKOFF TRUSTEE 0.25 0.00 X 0 0 0 TRUDY TOLIVER TRUSTEE 0.25 0.00 X 0 0 0 KHANG TRAN TRUSTEE 0.25 0.00 X 0 0 0 AL FITZPATRICK TRUSTEE 0.25 0.00 X 0 0 0 BILL LEMMAN TRUSTEE 0.25 0.00 X 0 0 0 MARY CONIGLIO EXECUTIVE DIRECTOR ALUMNI RELATIONS 40.00 0.00 X 0 123092 31070 0 123092 31070 0 0 1 0 0 2168 2168 PROGRAM REVENUE 900099 8815 8815 8815 64344 64344 667522 0 667522 667522 667522 742849 8815 0 731866 1948517 1948517 306 306 2406 2406 9375 9375 879 829 50 3298 3198 100 4240 2388 1852 4576 4576 EVENT EXPENSES 15089 15089 MEALS 10206 9975 231 48 18 30 1998940 1982420 16520 0 395464 0 6737 0 0 0 0 0 2470 0 0 0 0 1873132 0 0 0 0 0 2277803 0 1414 1414 0 X 2276389 0 2276389 0 2277803 0 X -1256091 -644418 -375880 X 0 1 X 1 0 X 10987 24155 9829 4386 2168 51525 628437 689861 741402 628527 2688227 639424 714016 751231 632913 2168 2739752 2739752 26239 33091 34869 36852 64344 195395 4555 6500 4986 16041 2951188 670876 0.92840 0.94690 X PART II, LINE 10 - OTHER INCOME DETAIL RENTAL INCOME 2017 - $ 4,555 2018 - $ 6,500 2019 - $ 4,986 2406 2406 2406 481 120 2286 1925 0 827 72 1200 481 2580 3870 4133 359 6000 2406 12898 207 18 300 120 645 968 4133 359 6000 2406 12898 1 PORTLAND STATE UNIVERSITY FOUNDATION 1600 SW 4TH AVE 730 PORTLAND OR 97201 930619733 501(C)(3) 1948517 0 CASH SEE SCH. I, PART IV 1 PART II, LINE 1, COLUMN H GRANT PROVIDED TO PORTLAND STATE UNIVERSITY FOUNDATION (PSUF) TO SUPPORT ALUMNI PROGRAM ACTIVITIES TO BE PERFORMED BY PSUF. 0 0 0 0 0 0 0 0 0 MARY CONIGLIO EXECUTIVE DIRECTOR ALUMNI RELATIONS 0 118338 0 4714 0 40 0 11224 0 19846 0 154162 0 0 CASH 2022-01-31 393877 BOOK VALUE 930619733 PORTLAND STATE UNIVERSITY FOUNDATION 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 501(C)(3) INVESTMENTS 2022-01-31 2688 BOOK VALUE 930619733 PORTLAND STATE UNIVERSITY FOUNDATION 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 501(C)(3) PREPAID 2022-01-31 9307 BOOK VALUE 930619733 PORTLAND STATE UNIVERSITY FOUNDATION 1600 SW 4TH AVE SUITE 730 PORTLAND OR 97201 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART III, LINE 3 CEASED OPERATIONS, MERGED WITH PSUF. FORM 990, PART III, LINE 4A - FIRST ACCOMPLISHMENT PORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION INCLUDES OUR COMMUNITY OF OVER 200,000 PSU GRADUATES AND 27,000 STUDENTS. THE SCOPE AND PURPOSE OF OUR WORK EXTENDS WORLD-WIDE TO ALUMNI AND HONORARY ALUMNI, CURRENT AND FORMER STUDENTS, CURRENT AND FORMER PARENTS, AND FRIENDS OF THE UNIVERSITY. THE PURPOSE OF THE ALUMNI ASSOCIATION IS TO CREATE AND ENHANCE OPPORTUNITIES FOR ALUMNI ENGAGEMENT IN SUPPORT OF PORTLAND STATE UNIVERSITY AND PROMOTE THE BENEFITS OF THE RECIPROCAL RELATIONSHIP BETWEEN ALUMNI, STUDENTS, FAMILIES AND FRIENDS OF THE UNIVERSITY. WE DO THIS COLLABORATIVELY WITH THE PSU FOUNDATION, AND IN PARTNERSHIP WITH THE PRESIDENT'S OFFICE, GOVERNMENT RELATIONS AND UNIVERSITY COMMUNICATIONS, STUDENT AFFAIRS AND THE SCHOOLS AND COLLEGES TO ENGENDER A CULTURE OF PHILANTHROPY AND ENGAGEMENT AT PORTLAND STATE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM AND REVIEWED IN DETAIL BY THE PREPARER WITH THE PSU FOUNDATION ALUMNI RELATIONS COMMITTEE OF THE BOARD OF TRUSTEES. THE ALUMNI RELATIONS COMMITTEE OVERSEES THE ACTIVITIES AND FINANCIAL DOCUMENTS FOR ALUMNI ASSOCIATION ACTIVITIES. ALL REVIEWERS ARE GIVEN TIME TO RESPOND TO ANY REVISIONS. ANY REVISIONS TO THE DRAFT DOCUMENTS ARE MADE THROUGH THE ACCOUNTING FIRM. AFTER INCORPORATION OF ALL REVISIONS AND PRIOR TO FILING, THE FINAL FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES, WITH AN E-MAIL CALLING THEIR ATTENTION TO PORTIONS OF THE FORM MOST LIKELY TO BE READ BY THE PUBLIC. HARD COPIES ARE AVAILABLE UPON REQUEST. THE FORMS ARE SIGNED BY CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY THE CONFLICT OF INTEREST (AND CONFIDENTIAL REPORTING POLICY) ARE WRITTEN DOCUMENTS GIVEN ANNUALLY TO EACH BOARD MEMBER AND RELATED EMPLOYEES AND ALSO CONTAINED IN THE BOARD HANDBOOK. ANNUALLY, EACH BOARD MEMBER IS ASKED TO REVIEW, SIGN AND DATE A DOCUMENT ACKNOWLEDGING THEY HAVE READ AND UNDERSTAND THE DOCUMENTS AND THEY WILL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. THESE DOCUMENTS ARE SHARED AND DISCUSSED ANNUALLY AT THE BEGINNING OF EACH NEW FISCAL YEAR DURING THE SEPTEMBER MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION RELATED DOCUMENTS ARE AVAILABLE UPON REQUEST. HARD COPIES CAN BE EMAILED, FAXED OR MAILED. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED TO PSUF -375,880. PORTLAND STATE UNIVERSITY PO BOX 751 PORTLAND OR 97207 481278529 UNIVERSITY OR 115 2 N/A 0 PORTLAND STATE UNIVERSITY FOUNDATION 1600 SW 4TH AVE STE 730 PORTLAND OR 97201 930619733 SUPPORT PSU OR 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 0 PORTLAND STATE UNIVERSITY FOUNDATION B 1948517 CASH PORTLAND STATE UNIVERSITY FOUNDATION O 243406 COST PORTLAND STATE UNIVERSITY FOUNDATION R 405872 FMV