2023-10-24T14:51:36-05:00 2023-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-07-01 930452083 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES OREG 5033420004 8215 SW TUALATIN SHERWOOD RD 20 TUALATIN OR 97062 BRENT WILDER PRESIDENT 5033420004 2023-10-24 BRENT WILDER 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRENT WILDER 8215 SW TUALATIN SHERWOOD RD 200 TUALATIN OR 97062 953870 0 X WWW.OAICU.ORG X 1953 OR THE ALLIANCE SEEKS TO STRENGTHEN OREGON'S INDEPENDENT, NONPROFIT COLLEGES AND UNIVERSITIES. 12 12 2 18 0 0 857390 483774 390000 378000 13657 16124 53276 75972 1314323 953870 551383 555885 0 0 293752 310127 0 0 61746 283826 527837 1128961 1393849 185362 -439979 2285598 1970274 366089 429989 1919509 1540285 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 1139585 555885 378000 FUNDRAISING FOR STUDENT SCHOLARSHIPS:THE ALLIANCE'S SCHOLARSHIPS HELP 129 STUDENTS ACHIEVE THEIR DREAMS.THANKS TO INVESTMENTS BY OUR PARTICIPATING PARTNERS, THE ALLIANCE IS HELPING STUDENTS WITH SIGNIFICANT FINANCIAL NEED ACCESS HIGH-QUALITY EDUCATION AT ONE OF OREGON'S PRIVATE, NONPROFIT COLLEGES OR UNIVERSITIES, WITH THE PERSONAL ATTENTION AND SUPPORT THEY NEED TO SUCCEED - AND LESS DEBT THAN THEY MIGHT OTHERWISE HAVE.SEE SCHEDULE OFOR THE 2022-23 ACADEMIC YEAR, NINE OF OUR DONORS PARTNERED WITH 129 STUDENTS THROUGH THE ALLIANCE'S NAMED SCHOLARSHIP PROGRAM AND A TOTAL OF $199,150 IN SCHOLARSHIP FUNDS WERE DISTRIBUTED. * 101 STUDENTS FROM OREGON RECEIVED NAMED SCHOLARSHIPS, TOTALING $109,574.* 117 STUDENTS OF COLOR RECEIVED NAMED SCHOLARSHIPS, TOTALING $187,842.* 79 FIRST-GENERATION STUDENTS RECEIVED NAMED SCHOLARSHIPS, TOTALING $126,224.* 75 NAMED SCHOLARSHIP RECIPIENTS WERE BOTH STUDENTS OF COLOR AND FIRST-GENERATION STUDENTS AND RECEIVED A TOTAL OF $121,516.* THE AVERAGE NAMED SCHOLARSHIP AWARD WAS $1,544. PER STUDENT.THE ALLIANCE'S MATCHED COLLEGE SAVINGS PROGRAM LEVERAGES EVERY DOLLAR.IN 2007, THE ALLIANCE FORMED AN INNOVATIVE PARTNERSHIP WITH COMMUNITY AND SHELTER ASSISTANCE CORP. OF OREGON (CASA OF OREGON) TO CREATE AN EDUCATION INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM. THE PROGRAM IS DESIGNED TO HELP INCOME-ELIGIBLE OREGONIANS SECURE THE LIFETIME ASSET OF A COLLEGE EDUCATION. IN THIS PROGRAM, ALLIANCE MEMBER COLLEGE AND UNIVERSITY STUDENTS SAVE $500 AND RECEIVE A 6:1 MATCH THROUGH THE ALLIANCE. THIS TURNS $500 OF STUDENT SAVINGS INTO $3,500 PER YEAR FOR EACH PARTICIPATING STUDENT.THIS EDUCATION IDA PROGRAM, CALLED E3: EARN, EDUCATE, EMPOWER, IS AN IDEAL EXAMPLE OF HOW THE ALLIANCE LEVERAGES BOTH PRIVATE DONATIONS AND PUBLIC (STATE AND FEDERAL) RESOURCES. THE PUBLIC RESOURCES TARGET LOW-INCOME POPULATIONS, WHICH ALIGNS WITH THE ALLIANCE'S GOAL OF PROVIDING ACCESS, OPPORTUNITY, AND CHOICE FOR LOW-INCOME OREGONIANS, AS WELL AS UNDERSERVED POPULATIONS (E.G., STUDENTS OF COLOR, FIRST-GENERATION STUDENTS, DACA STUDENTS, NON-NATIVE ENGLISH SPEAKERS, ETC.). THE E3 PROGRAM HELPS ENSURE THAT YOUNG PEOPLE HAVE EQUAL OPPORTUNITY TO ACCESS THE QUALITY AND PERSONALIZED EXPERIENCE OFFERED AT OREGON'S PRIVATE, NONPROFIT INSTITUTIONS OF HIGHER EDUCATION. THE PROGRAM ALSO ADVANCES THE ALLIANCE'S DESIRE TO GRADUATE FINANCIALLY LITERATE STUDENTS WHO HAVE THE SKILLS TO IMMEDIATELY IMPACT THE REGION'S TALENT NEEDS.PARTICIPATION HAS INCREASED STEADILY SINCE THE PROGRAM'S INCEPTION. TO DATE, 811 STUDENTS AT ALLIANCE MEMBER INSTITUTIONS HAVE PARTICIPATED IN THE ALLIANCE EDUCATION IDA PROGRAM. THE AGGREGATE TOTAL OF PARTICIPATING STUDENTS' SAVINGS TO DATE IS $828,589, AND THE TOTAL MATCHES TENDERED TO THE MEMBER COLLEGES ON THESE STUDENTS' BEHALF IS NOW $4,636,250. WE PROJECT THAT PROGRAM INTEREST WILL CONTINUE TO GROW AT A SIMILAR RATE IN 2023-24 AND BEYOND. PROGRAMS THAT FACILITATE COLLABORATION AMONG MEMBER INSTITUTIONS & BUSINESS/INDUSTRYGRANT ENCOURAGES MEMBER INSTITUTION COLLABORATION WITH BUSINESS/INDUSTRY FOR CONSERVATION RESEARCH. WITH ANNUAL FUNDING FROM THE KATHERINE BISBEE II FUND OF THE OREGON COMMUNITY FOUNDATION, THE ALLIANCE SPONSORS COLLABORATIVE UNDERGRADUATE RESEARCH PROJECTS FOCUSED ON CONSERVATION. THE GRANT REQUIRES THAT AN ALLIANCE MEMBER COLLEGE OR UNIVERSITY COLLABORATE WITH AT LEAST ONE BUSINESS/INDUSTRY PARTNER ON THE PROJECT. THE ALLIANCE AWARDED ONE GRANT OF $11,250 IN 2022-23 TO THE UNIVERSITY OF PORTLAND, WHO IN COLLABORATION WITH INDUSTRY PARTNERS OUR VILLAGE GARDEN AND BACKUS AGRILABS AIM TO TACKLE URBAN AGRICULTURAL PRODUCTION AS IT RELATES TO FOOD INSECURITIES AND NUTRITION IN THE STATE. OREGON TRANSFER PATHWAYS TO THE LIBERAL ARTS (OTP-LA)TRANSFER STUDENT SELF-STUDYTHE ALLIANCE PARTNERED WITH CREDO HIGHER EDUCATION CONSULTANTS TO DEVELOP A TRANSFER STUDENT SELF-STUDY, WHICH IS DESIGNED TO HELP GUIDE PARTICIPATING ALLIANCE MEMBER INSTITUTIONS AS THEY EMBARK ON A SELF-REFLECTIVE AND COLLABORATIVE APPROACH TO EVALUATING CURRENT PRACTICES WITH A CRITICAL EYE TOWARD IMPROVING TRANSFER STUDENT SUCCESS.THE SELF-STUDY PROJECT, WHICH WAS FUNDED BY A $99,500 GRANT RECEIVED FROM THE FORD FAMILY FOUNDATION CONCLUDED ON DECEMBER 1, 2022. THIS SELF-STUDY PROVIDED EACH TEAM AND INSTITUTIONAL LEADERSHIP AN ACCURATE AND COMPREHENSIVE PICTURE OF THE TRANSFER STUDENT EXPERIENCE ON EACH CAMPUS AND IS SERVING AS A GUIDE TO BUILDING A SET OF FEASIBLE STRATEGIES FOR IMPLEMENTATION THAT PROVIDE EACH OF OUR PARTICIPATING MEMBER INSTITUTIONS WITH A TAILORED SET OF STEPS FORWARD TO IMPROVE TRANSFER PATHWAYS ON THEIR CAMPUSES.OREGON TRANSFER PATHWAYS TO THE LIBERAL ARTS IMPLEMENTATION PROJECTIN FALL 2022, THE ALLIANCE LAUNCHED A THREE-YEAR OTP-LA IMPLEMENTATION GRANT PROJECT, FUNDED BY THE TEAGLE FOUNDATION AND ARTHUR VINING DAVIS FOUNDATIONS AS PART OF THE TEAGLE FOUNDATION'S TRANSFER PATHWAYS TO THE LIBERAL ARTS INITIATIVE. THE PROJECT AIMS TO FACILITATE TRANSFER AND COMPLETION OF BACCALAUREATE DEGREES IN THE LIBERAL ARTS FROM OREGON'S COMMUNITY COLLEGES AT PARTICIPATING ALLIANCE MEMBER INSTITUTIONS.OUR IMPLEMENTATION PROJECT BEGAN WITH THE FACILITATION OF TARGETED WORKING GROUPS THAT HAVE BEGUN TO CARRY OUT THE DETAILED WORK OF DEVELOPING TRANSFER PATHWAYS. THESE WORKING GROUPS INCLUDE FACULTY, COURSE REGISTRATION AND ADVISING PROFESSIONALS, AND OTHER STUDENT SUCCESS STAFF FROM EACH OF OUR ALLIANCE AND COMMUNITY COLLEGE PARTNER INSTITUTIONS. THESE INDIVIDUALS ARE NOT CHARGED WITH MAKING DECISIONS ON BEHALF OF THEIR INSTITUTIONS BUT SERVE AS LIAISONS FOR THEIR COLLEAGUES AND CURRICULA TO HELP BRING A GREATER UNDERSTANDING OF THEIR INSTITUTION TO THE LARGER GROUP. THE WORKING GROUPS HAVE BEEN CHARGED WITH PRODUCING THE FOLLOWING OUTPUTS:* ESTABLISH A TRANSFER GUARANTEE OF ADMISSION FOR STUDENTS WHO COMPLETE THE OREGON TRANSFER MODULE (OTM) OR EARN AN ASSOCIATE OF ARTS OREGON TRANSFER (AAOT) OR ASSOCIATE OF SCIENCE OREGON TRANSFER (ASOT) DEGREE AT AN OREGON COMMUNITY COLLEGE. WE WOULD COMPLETE AND RELEASE THE GUARANTEE FOR THE OTM AND AAOT IN THE 2023-24 ACADEMIC YEAR AND THE ASOT IN THE 2024-25 ACADEMIC YEAR.* DEVELOP SHARED DISCIPLINE-SPECIFIC TRANSFER PATHWAYS THAT WILL REDUCE THE CONFUSION AROUND WHICH CLASSES TO TAKE AT AN OREGON COMMUNITY COLLEGE, REDUCE THE NUMBER OF CREDITS LOST IN TRANSFER AS A RESULT OF BETTER PLANNING, AND CREATE CLARITY FOR THE PATH TO AN ALLIANCE COLLEGE OR UNIVERSITY. WE WILL BUILD ON THE TRANSFER PATHWAY WORK UNDERWAY WITH THE HIGHER EDUCATION COORDINATING COMMISSION (HECC). WE WILL UNDERTAKE THIS WORK OVER THREE YEARS IN FOUR DISCIPLINES: MATHEMATICS, ENGLISH/WRITING, BIOLOGY, AND PSYCHOLOGY.* DEVELOP A STRONGER SET OF RESOURCES, TRAINING MATERIALS, AND NETWORKING STRATEGIES FOR FACULTY, ADVISERS, AND OTHER SUPPORT STAFF FOR COMMUNITY COLLEGE STUDENTS TRANSFERRING TO ALLIANCE INSTITUTIONS. WE WILL EXPLORE WAYS TO CREATE A STUDENT-FOCUSED WEBSITE TO MEET THE NEEDS OF COMMUNITY COLLEGE STUDENTS. THE WEBSITE WOULD CLEARLY ARTICULATE AND HIGHLIGHT THE VALUE OF A LIBERAL ARTS EDUCATION, TRANSFER-FRIENDLY POLICIES, PROCEDURES AND PROGRAMMING, ALONG WITH DEVELOPING TRANSFER PLANNING TOOLS.THE OUTPUTS HAVE BEEN BROKEN DOWN INTO 12 INITIATIVES, EACH THEIR OWN WORKING GROUP TASKED TO PRODUCE A SPECIFIC OUTPUT. WORKING GROUPS WITH TASKS TO BE COMPLETED BY THE END 2023 HAVE MET THREE TIMES, BY THE END OF 2024 HAVE MET TWO TIMES, AND BY THE END OF 2025 HAVE MET ONCE. ECONOMIC IMPACT STUDY AND ALUMNI OUTCOMES PROJECT WITH LIGHTCAST THE ALLIANCE ECONOMIC IMPACT STUDY WAS COMPLETED IN SPRING 2023 AND REPORTS THAT ITS MEMBER INSTITUTION'S GENERATED AN ANNUAL IMPACT TO THE STATE OF OREGON OF $3.5 BILLION DURING 2020-21. ADDITIONALLY, STUDENTS' AVERAGE ANNUAL RATE OF RETURN IS 12.5% AND FOR EVERY $1 INVESTED, STUDENTS GAIN $3.50 IN LIFETIME EARNINGS AND SOCIETY GAINS $6.90 IN ADDED INCOME AND SOCIAL SAVINGS. THE ALLIANCE IS GRATEFUL TO THE M.J. MURDOCK CHARITABLE TRUST FOR THEIR SUPPORT OF THIS PROJECT. TO VIEW THE FULL RESULTS OF THE ALLIANCE'S ECONOMIC VALUE REPORT, VISIT WWW.OAICU.ORG/IMPACT. 1139585 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 7 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 MILES DAVIS CHAIR 2.00 X X 0 0 0 JOSEPH WOMACK VICE CHAIR 2.00 X X 0 0 0 LESLEY M HALLICK VICE CHAIR (THRU 2022) 2.00 X X 0 0 0 ROBIN E BAKER TREASURER 2.00 X X 0 0 0 AUDREY BILGER SECRETARY 2.00 X X 0 0 0 ERIC ANTHONY JOSEPH MEMBER (THRU 2022) 2.00 X 0 0 0 JOSEPH BRIMHALL MEMBER (THRU 2022) 2.00 X 0 0 0 CHARLES CONNIRY MEMBER 2.00 X 0 0 0 THOMAS CORNMAN MEMBER (THRU 2022) 2.00 X 0 0 0 JENNIFER COYLE MEMBER 2.00 X 0 0 0 ROBIN HOLMES-SULLIVAN MEMBER 2.00 X 0 0 0 BRIAN JOHNSON MEMBER 2.00 X 0 0 0 ROBERT KELLY MEMBER 2.00 X 0 0 0 HERBERT MEDINA MEMBER (THRU 2022) 2.00 X 0 0 0 JESSICA TAYLOR MEMBER 2.00 X 0 0 0 STEPHEN THORSETT MEMBER 2.00 X 0 0 0 WIM WIEWEL MEMBER (THRU 2022) 2.00 X 0 0 0 JOHN MARK YEATS MEMBER 2.00 X 0 0 0 BRENT WILDER PRESIDENT 40.00 X 142876 0 40520 142876 0 40520 1 0 1 0 0 483774 4427 483774 MEMBER ASSESSMENTS 900099 378000 378000 378000 16124 16124 2113 2113 20250 0 20250 20250 20250 OTHER REVENUE 900099 53609 53609 53609 953870 378000 0 92096 X 555885 555885 194728 97365 58418 38945 84401 37980 37981 8440 7231 3254 3253 724 11248 5061 5062 1125 12519 5938 4720 1861 426 426 23359 23359 42000 42000 311268 306138 5093 37 3049 173 2821 55 39676 35949 3289 438 10307 2693 6763 851 33636 14571 14464 4601 16354 12061 3390 903 2981 1416 1118 447 4004 1070 2596 338 MISCELLANEOUS 30386 16644 11899 1843 LICENSES & FEES 6006 10 5993 3 DUES AND SUBSCRIPTIONS 4385 1377 1873 1135 1393849 1139585 192518 61746 298337 432429 413179 104118 282240 80978 33320 33239 3062 81 875282 951641 413498 401027 2285598 1970274 120389 115089 231650 276400 14050 38500 366089 429989 X 792415 680235 1127094 860050 1919509 1540285 2285598 1970274 X -439979 60235 520 X 0 1 X 1 0 X 943352 739251 1148381 857390 483774 4172148 943352 739251 1148381 857390 483774 4172148 1045678 3126470 15197 10488 28897 66468 38487 159537 320 3092 1276 465 53609 58762 4390447 2828890 0.71210 0.74660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 320. 2019 AMOUNT: $ 3,092. 2020 AMOUNT: $ 1,276. 2021 AMOUNT: $ 465. 2022 AMOUNT: $ 53,609. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42000 42000 1290103 1332103 208210 52053 0 0 217055 207713 181914 208210 814892 1222338 42000 42000 42000 42000 168000 54264 51928 45479 52053 203724 305586 5320 5239 81 28000 28000 0 81 INTEREST IN A LIMITED LIABILITY COMPANY 951641 F 951641 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 81476 FUNDS HELD BY CASA OF OREGON 319551 401027 1111475 60235 96850 520 157605 953870 0 953870 1490699 96850 96850 1393849 0 1393849 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 520. 1 BUSHNELL UNIVERSITY 828 E 11TH AVENUE EUGENE OR 97401 930433696 501(C)(3) 71150 0 SUPPORT AND SCHOLARSHIPS CORBAN UNIVERSITY 5000 DEER PARK DRIVE SE SALEM OR 97317 941312349 501(C)(3) 35150 0 SUPPORT AND SCHOLARSHIPS GEORGE FOX UNIVERSITY 414 N MERIDIAN BOX 6029 NEWBERG OR 97132 930386839 501(C)(3) 20150 0 SUPPORT AND SCHOLARSHIPS LEWIS & CLARK COLLEGE 0615 SW PALATINE HILL ROAD PORTLAND OR 97219 930386858 501(C)(3) 47150 0 SUPPORT AND SCHOLARSHIPS LINFIELD UNIVERSITY 900 SE BAKER STREET MCMINNVILLE OR 97128 930391586 501(C)(3) 92150 0 SUPPORT AND SCHOLARSHIPS MULTNOMAH UNIVERSITY 8435 NE GLISAN STREET PORTLAND OR 97220 930398802 501(C)(3) 29635 0 SUPPORT AND SCHOLARSHIPS PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 501(C)(3) 17150 0 SUPPORT AND SCHOLARSHIPS REED COLLEGE 3203 SE WOODSTOCK BOULEVARD PORTLAND OR 97202 930386908 501(C)(3) 17150 0 SUPPORT AND SCHOLARSHIPS UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BOULEVARD PORTLAND OR 97203 930401259 501(C)(3) 50900 0 SUPPORT AND SCHOLARSHIPS WARNER PACIFIC UNIVERSITY 2219 SE 68TH AVENUE PORTLAND OR 97215 930386890 501(C)(3) 137150 0 SUPPORT AND SCHOLARSHIPS WILLAMETTE UNIVERSITY 900 STATE STREET SALEM OR 97301 930386972 501(C)(3) 35150 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 142876 0 0 0 0 0 13507 0 27013 0 183396 0 0 0 PART III, LINE 4A, STATEMENT OF PROGRAM ACCOMPLISHMENTS CONTINUATION: COST SHARING & COLLABORATION CORE EDUCATION PBC THE ALLIANCE SIGNED AN OPERATING AGREEMENT WITH CORE EDUCATION PBC, A PUBLIC BENEFIT CORPORATION THAT ALLOWS ITS MEMBER INSTITUTIONS TO LEVERAGE ECONOMIES OF SCALE TO IMPROVE SERVICES, TECHNOLOGY, AND OPERATING EFFECTIVENESS BY TRANSFORMING THEIR BUSINESS MODELS WITH SHARED SERVICE THROUGH THIS UNIQUE OPERATING PARTNERSHIP. SUPPORTING SERVICES AND EXPANDED HUMAN RESOURCES FOR MEMBER INSTITUTIONS INCLUDE ENTERPRISE AND CAMPUS TECHNOLOGY, INSTITUTIONAL RESOURCE, FINANCIAL PLANNING, CAPITAL STRATEGIES, WORKFLOW AUTOMATION, ACADEMIC PROGRAMMING SERVICES, REVENUE GROWTH, AND COMPLIANCE SUPPORT SERVICES. GRAND RIVER SOLUTIONS THE ALLIANCE PARTNERSHIP CONTINUES ITS PARTNERSHIP WITH GRAND RIVER SOLUTIONS TO PROVIDE TITLE IX, EQUITY, STUDENT CONDUCT, DEI, AND CLERY ACT SUPPORT SERVICES TO CAMPUSES. THE ALLIANCE'S GRS COLLECTIVE ALLOWS US TO LOWER THE RESOURCE-INTENSIVE AND MONETARY COSTS OF COMPLIANCE. GRS SOLUTIONS EMPOWER ALLIANCE MEMBERS TO BECOME SELF-SUFFICIENT, LEAVING THEM WITH THE TOOLS, SKILLS AND CONFIDENCE TO MANAGE THEIR EQUITY RESPONSE AND RESOLUTION PROCESSES WITHOUT UNNECESSARY EXPENSES. THE HESS CONSORTIUM THE ALLIANCE BECAME A STATE ASSOCIATION PARTNER OF THE HESS CONSORTIUM. HESS IS A GROUP OF PRIVATE, NONPROFIT COLLEGES AND UNIVERSITIES COMMITTED TO WORKING TOGETHER IN A COMMUNITY OF PRACTICE FOR CIOS, CFOS AND TECHNOLOGY PROFESSIONALS. WITH ENTERPRISE SOFTWARE COHORT GROUPS, MONTHLY WEBINARS, SPECIAL HARDWARE AND SOFTWARE DISCOUNT AGREEMENTS, THE HESS ONLINE LEADERSHIP COMMUNITY, AND NATIONAL CONFERENCE, HESS HELPS CAMPUS LEADERS IMPROVE THEIR LEADERSHIP SKILLS AND TECHNOLOGY OPERATIONS. 2023 OREGON LEGISLATIVE SESSION OREGON'S THREE HIGHER EDUCATION ORGANIZATIONS, THE ALLIANCE, THE OREGON COMMUNITY COLLEGE ASSOCIATION (OCCA), AND THE OREGON COUNCIL OF PRESIDENTS (OCOP), TOGETHER WITH THE OREGON STUDENT ASSOCIATION (OSA) WORKED COLLECTIVELY TO SEE THE LEGISLATURE APPROVE A HISTORIC $100 MILLION INCREASE TO THE OREGON OPPORTUNITY GRANT (OOG), THE STATE'S PRIMARY NEED-BASED FINANCIAL AID PROGRAM, BRINGING THAT BUDGET TO $308.4 MILLION, AS WELL AS FUND THE OREGON TRIBAL STUDENT GRANT ON A CONTINUING BASIS AT $24.2 MILLION. THIS SIGNIFICANT INVESTMENT WILL PROVIDE MUCH-NEEDED FINANCIAL AID AND EXPANDED EDUCATIONAL OPPORTUNITIES FOR OREGON STUDENTS SEEKING HIGHER EDUCATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP OF THE ALLIANCE CONSISTS OF 12 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 ALLICANCE 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 261,138. MANAGEMENT AND GENERAL EXPENSES 5,093. FUNDRAISING EXPENSES 37. TOTAL EXPENSES 266,268. OTHER SERVICES: PROGRAM SERVICE EXPENSES 45,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,000. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 520.