PORTLAND STATE UNIVERSITY ALUMNI: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PORTLAND STATE UNIVERSITY ALUMNI (EIN 93-1309774)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-28
- IRS object ID
- 202211189349300036
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T15:19:34-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931039125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROSS FINANCIAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 NE IRVING ST STE 440 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972324208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931309774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND STATE UNIVERSITY ALUMNI AS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 5037255072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1326 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACEY HENRIQUEZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5037255072 | PhoneNum |
| Signature | 2022-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STACEY | PersonFirstNm |
| Person Last | HENRIQUEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRISTAN A COLLINS | PreparerPersonNm |
| PTIN | P01328718 | PTIN |
| Phone | 5032331133 | PhoneNum |
| Preparation | 2022-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1326 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $436,468 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.PDX.EDU | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | TO CHAMPION A LIFE-LONG RELATIONSHIP BETWEEN PORTLAND STATE UNIVERSITY AND ITS ALUMNI. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 244 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,829 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,386 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,356 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $395,230 | CYProgramServiceRevenueAmt |
| PY Investment Income | $106,319 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,852 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,986 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $135,490 | PYTotalRevenueAmt |
| CY Total Revenue | $436,468 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $186,622 | PYOtherExpensesAmt |
| CY Other Expenses | $89,381 | CYOtherExpensesAmt |
| PY Total Expenses | $189,422 | PYTotalExpensesAmt |
| CY Total Expenses | $89,381 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$53,932 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $347,087 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,528,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,277,803 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $459 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,414 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,527,669 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,276,389 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CHAMPION A LIFE-LONG RELATIONSHIP BETWEEN PORTLAND STATE UNIVERSITY AND ITS ALUMNI. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $52,010 | ExpenseAmt |
| Revenue | $395,230 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $52,010 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY CONIGLIO | PersonNm |
| Phone | 5037255073 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1326 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97207 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARY CONIGLIO | ||||||
| EXEC. DIRECT | 40.00 | Yes (X) | $0 | $112,440 | $31,045 | |
| ERIC BROWN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ED JOHNSON | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| VERA SELL | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAN ADAMS | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GREG MEYER | ||||||
| PAST PRESIDE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS LIDDLE | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ERIC NOLL | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| LORI HEINO-ROYER | ||||||
| DIRECTOR | 0.75 | $0 | $0 | $0 | Yes (X) | |
| SEAN ZIMMERMAN | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| KHANG TRAN | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $112,440 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,045 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $4,386 | AllOtherContributionsAmt |
| Total Contributions | $4,386 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICES REVENUE | 900099 | $396,085 | $396,085 |
| REFUND | -$855 | -$855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $395,230 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,852 | TotalRevenueColumnAmt |
| Exclusion | $36,852 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $395,230 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $36,852 | ExclusionAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,918 | TotalAmt |
| Management And General | $10,918 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,393 | TotalAmt |
| Management And General | $16,393 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $302 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,310 | TotalAmt |
| Program Services | $9,310 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,218 | TotalAmt |
| Program Services | $8,232 | ProgramServicesAmt |
| Management And General | $986 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293 | TotalAmt |
| Program Services | $293 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45 | TotalAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,750 | TotalAmt |
| Program Services | $4,244 | ProgramServicesAmt |
| Management And General | $506 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,631 | TotalAmt |
| Management And General | $7,631 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EVENT EXPENSES | $10,437 | $10,437 |
| MEALS | $5,658 | $5,658 |
| GIFTS | $2,838 | $2,838 |
| OUTSIDE SERVICES | $2,620 | $2,620 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,918 | TotalAmt |
| Program Services | $2,328 | ProgramServicesAmt |
| Management And General | $590 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,381 | TotalAmt |
| Program Services | $52,010 | ProgramServicesAmt |
| Management And General | $37,371 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,577 | BOYAmt |
| EOY | $378,908 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,607 | BOYAmt |
| EOY | $127,528 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,136 | BOYAmt |
| EOY | $6,737 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,173 | BOYAmt |
| EOY | $2,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,051 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,051 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,750 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,360,885 | BOYAmt |
| EOY | $1,762,160 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,128 | BOYAmt |
| EOY | $2,277,803 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459 | BOYAmt |
| EOY | $1,414 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459 | BOYAmt |
| EOY | $1,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,526,566 | BOYAmt |
| EOY | $2,276,389 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,103 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,669 | BOYAmt |
| EOY | $2,276,389 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,128 | BOYAmt |
| EOY | $2,277,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $347,087 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $402,736 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,103 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,386 | CurrentTaxYearAmt |
| Total | $55,120 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $586,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $628,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $689,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $741,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $628,527 | CurrentTaxYearAmt |
| Total | $3,274,846 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $592,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $639,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $714,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,231 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $632,913 | CurrentTaxYearAmt |
| Total | $3,329,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,329,966 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,852 | CurrentTaxYearAmt |
| Total | $158,734 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,986 | CurrentTaxYearMinus1YearAmt |
| Total | $27,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,516,546 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $780,728 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | RENTAL INCOME 27,846 | ExplanationTxt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,000 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,000 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,200 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $300 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,700 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,800 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $950 | CurrentYearMinus3Amt |
| Current Year Minus2 | $827 | CurrentYearMinus2Amt |
| Current Year Minus1 | $72 | CurrentYearMinus1Amt |
| Current Year | $1,200 | CurrentYearAmt |
| Total | $3,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,574 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,751 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,133 | CurrentYearMinus2Amt |
| Current Year Minus1 | $359 | CurrentYearMinus1Amt |
| Current Year | $6,000 | CurrentYearAmt |
| Total | $15,243 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $238 | CurrentYearMinus3Amt |
| Current Year Minus2 | $207 | CurrentYearMinus2Amt |
| Current Year Minus1 | $18 | CurrentYearMinus1Amt |
| Current Year | $300 | CurrentYearAmt |
| Total | $763 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,145 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,751 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,133 | CurrentYearMinus2Amt |
| Current Year Minus1 | $359 | CurrentYearMinus1Amt |
| Current Year | $6,000 | CurrentYearAmt |
| Total | $15,243 | TotalAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,051 | DepreciationAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | 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, PAGE 6, PART VI, LINE 11B | 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, PAGE 6, PART VI, LINE 12C | 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, PAGE 6, PART VI, LINE 19 | RELATED DOCUMENTS ARE AVAILABLE UPON REQUEST. HARD COPIES CAN BE EMAILED, FAXED OR MAILED. |
| FORM 990, PART XI, LINE 9 | OTHER ADJUSTMENT DECREASE -1,103 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PORTLAND STATE UNIVERSITY | ||||||||||
| PO BOX 751 | PORTLAND | OR | 97207 | 481278529 | UNIVERSITY | OR | 115 | 2 | N/A | false |
| PSU FOUNDATION | ||||||||||
| 1600 SW FOURTH AVENUE SUITE 730 | PORTLAND | OR | 97201 | 930619733 | SUPPORTS U | OR | 501C | 7 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PORTLAND STATE UNIVERSITY | ||
| N | $126,270 | FMV |
| PSU FOUNDATION | ||
| O | $479,028 | COST |
| PSU FOUNDATION | ||
| S | $23,229 | COST |
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