OREGON ALLIANCE OF INDEPENDENT COLLEGES AND UNIVERSITIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OREGON ALLIANCE OF INDEPENDENT COLLEGES AND UNIVERSITIES (EIN 93-0452083)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-07
- IRS object ID
- 202203119349302610
- Schema version
- 2021v4.2
- 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 | 2022-11-07T14:15:20-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY MCGEE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SW BROADWAY SUITE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930452083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON ALLIANCE OF INDEPENDENT COLLEGES | BusinessNameLine1Txt |
| Business Name Line2 | & UNIVERSITIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5033420004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 SW TUALATIN SHERWOOD RD 20 | AddressLine1Txt |
| City | TUALATIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENT WILDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5033420004 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRENT | PersonFirstNm |
| Person Last | WILDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YEE LEE MCGEE | PreparerPersonNm |
| PTIN | P01294356 | PTIN |
| Phone | 5032222515 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRENT WILDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 SW TUALATIN SHERWOOD RD 200 | AddressLine1Txt |
| City | TUALATIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,314,323 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAICU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE ALLIANCE SEEKS TO STRENGTHEN OREGON'S INDEPENDENT, NONPROFIT COLLEGES AND UNIVERSITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,148,381 | PYContributionsGrantsAmt |
| CY Contributions Grants | $857,390 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $420,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $390,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,282 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,657 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,525 | PYOtherRevenueAmt |
| CY Other Revenue | $53,276 | CYOtherRevenueAmt |
| PY Total Revenue | $1,595,188 | PYTotalRevenueAmt |
| CY Total Revenue | $1,314,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $813,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $551,383 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $246,082 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $293,752 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $59,817 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $306,920 | PYOtherExpensesAmt |
| CY Other Expenses | $283,826 | CYOtherExpensesAmt |
| PY Total Expenses | $1,366,416 | PYTotalExpensesAmt |
| CY Total Expenses | $1,128,961 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $228,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $185,362 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,328,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,285,598 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $414,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $366,089 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,914,727 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,919,509 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $844,208 | ExpenseAmt |
| Grant | $551,383 | GrantAmt |
| Revenue | $390,000 | RevenueAmt |
| Desc | FUNDRAISING FOR STUDENT SCHOLARSHIPSTHE ALLIANCE'S SCHOLARSHIPS HELP 138 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 2021-22 ACADEMIC YEAR, 10 OF OUR DONORS PARTNERED WITH 138 STUDENTS THROUGH THE ALLIANCE'S NAMED SCHOLARSHIP PROGRAM AND A TOTAL OF $231,350 IN SCHOLARSHIP FUNDS WERE DISTRIBUTED. * 109 STUDENTS FROM OREGON RECEIVED NAMED SCHOLARSHIPS, TOTALING $125,605* 110 STUDENTS OF COLOR RECEIVED NAMED SCHOLARSHIPS, TOTALING $189,518* 75 FIRST-GENERATION STUDENTS RECEIVED NAMED SCHOLARSHIPS, TOTALING $127,077* 65 NAMED SCHOLARSHIP RECIPIENTS WERE BOTH STUDENTS OF COLOR AND FIRST-GENERATION STUDENTS AND RECEIVED A TOTAL OF $110,709* THE AVERAGE NAMED SCHOLARSHIP AWARD WAS $1,676 PER STUDENTTHE 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 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, NEARLY 763 STUDENTS AT ALLIANCE MEMBER INSTITUTIONS HAVE PARTICIPATED IN THE ALLIANCE EDUCATION IDA PROGRAM. THE AGGREGATE TOTAL OF PARTICIPATING STUDENTS' SAVINGS TO DATE IS $782,339, AND THE TOTAL MATCHES TENDERED TO THE MEMBER COLLEGES ON THESE STUDENTS' BEHALF IS NOW $4,358,750. WE PROJECT THAT PROGRAM INTEREST WILL CONTINUE TO GROW AT A SIMILAR RATE IN 2022-23 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 THREE GRANTS OF $10,000 EACH IN 2021-22. ONE TO THE UNIVERSITY OF PORTLAND TO DEVELOP A STATEWIDE ASSESSMENT, IN COLLABORATION WITH INDUSTRY PARTNER BLUE FOREST CONSERVATION OF WATER SUPPLY AT RISK OF SEVERE WILDFIRE. THIS WILL BUILD UPON ACCOMPLISHMENTS OF PHASE 1 OF THE PROJECT TO BETTER UNDERSTAND WATER SUPPLY RISK ACROSS OREGON DUE TO SEVERE WILDFIRE. THERE IS AN URGENT NEED TO DEVELOP A COMPREHENSIVE, COHESIVE, SPATIALLY EXPLICIT ANALYSIS OF THIS RISK ACROSS THE STATE.ONE TO GEORGE FOX UNIVERSITY TO INVESTIGATE THE ECONOMIC BENEFITS OF FEASIBILITY OF SMALL OFF-GRID RESIDENTIAL AGRIVOLTAICS IN OREGONIAN COMMUNITIES WITH INDUSTRY PARTNER BEND BATTERY. THE PROJECT FINDINGS WILL INCLUDE RESULTS OF TESTING AND RECOMMENDATIONS FOR SOLAR CONTRACTORS TO TAKE INTO CONSIDERATION WHEN DESIGNING AND MARKETING SOLAR OFF-GRID SYSTEMS TO HOMEOWNERS. OREGON TRANSFER PATHWAYS TO THE LIBERAL ARTS (OTP-LA)TRANSFER STUDENT SELF-STUDYAN OUTCOME OF THE TEAGLE FOUNDATION PLANNING GRANT PROJECT IDENTIFIED THE NEED TO EVALUATE THE NON-ACADEMIC SUPPORTS FOR COMMUNITY COLLEGE STUDENTS TRANSFERRING TO ALLIANCE INSTITUTIONS. TO ACHIEVE THIS, WE 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 WILL PROVIDE EACH TEAM AND INSTITUTIONAL LEADERSHIP AN ACCURATE AND COMPREHENSIVE PICTURE OF THE TRANSFER STUDENT EXPERIENCE ON EACH CAMPUS. THE PROCESS WILL SERVE AS A GUIDE TO BUILDING A SET OF FEASIBLE STRATEGIES FOR IMPLEMENTATION THAT PROVIDE BOTH SHORT- AND LONG-TERM SOLUTIONS WHILE IDENTIFYING OPPORTUNITIES FOR GROWTH AND SUCCESS.THE PROJECT, WHICH IS BEING FUNDED BY A $99,500 GRANT RECEIVED FROM THE FORD FAMILY FOUNDATION IN DECEMBER 2021 LAUNCHED ON FEBRUARY 1, 2022 AND CONCLUDES ON DECEMBER 1, 2022. THE RESULTING REPORT IN FALL OF 2022 WILL PROVIDE EACH OF OUR MEMBERS WITH A TAILORED SET OF STEPS FORWARD TO IMPROVE TRANSFER PATHWAYS ON THEIR CAMPUSES.TRANSFER PATHWAYS TO THE LIBERAL ARTS IMPLEMENTATION PROJECTIN JUNE 2022, THE ALLIANCE WAS AWARDED A THREE-YEAR, $321,200 OTP-LA IMPLEMENTATION GRANT FROM THE TEAGLE FOUNDATION AND ARTHUR VINING DAVIS FOUNDATIONS. THE AWARDS ARE PART OF THE TEAGLE FOUNDATION'S TRANSFER PATHWAYS TO THE LIBERAL ARTS INITIATIVE, CO-SPONSORED BY THE ARTHUR VINING DAVIS FOUNDATION, AND AIM TO FACILITATE TRANSFER AND COMPLETION OF BACCALAUREATE DEGREES IN THE LIBERAL ARTS.THE IMPLEMENTATION GRANT BUILDS ON THE ALLIANCE'S 2020 PLANNING GRANT AWARD FROM THE TEAGLE FOUNDATION AND WILL SUPPORT THE DEVELOPMENT OF CLEAR, CURRICULAR PATHWAYS BETWEEN OREGON'S COMMUNITY COLLEGES AND PRIVATE LIBERAL ARTS INSTITUTIONS. THE IMPLEMENTATION PROJECT WILL LAUNCH ON OCTOBER 28, 2022, AND CONCLUDES IN DECEMBER 2025.OUR PLANNING GRANT ALLOWED US TO BEGIN BUILDING FACULTY AFFINITY AND TO DEVELOP A SHARED UNDERSTANDING OF OUR WORK MOVING FORWARD. BUILDING ON THESE EFFORTS, OUR IMPLEMENTATION PROJECT WILL BEGIN WITH OUR FACILITATION OF TARGETED WORKING GROUPS THAT WILL BEGIN TO CARRY OUT THE DETAILED WORK OF DEVELOPING TRANSFER PATHWAYS. THESE WORKING GROUPS WILL INCLUDE FACULTY, COURSE REGISTRATION AND ADVISING PROFESSIONALS, AND OTHER STUDENT SUCCESS STAFF FROM EACH OF OUR ALLIANCE AND COMMUNITY COLLEGE PARTNER INSTITUTIONS. THESE INDIVIDUALS WILL NOT BE CHARGED WITH MAKING DECISIONS ON BEHALF OF THEIR INSTITUTIONS BUT WILL SERVE AS LIAISONS FOR THEIR COLLEAGUES AND CURRICULA TO HELP BRING A GREATER UNDERSTANDING OF THEIR INSTITUTION TO THE LARGER GROUP. THEY WILL CONDUCT MOST OF THEIR WORK IN YEARS 1 AND 2 OF THE GRANT AND WILL BE 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. | Desc |
| Total Program Service Expenses | $844,208 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENT WILDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5033420004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 SW TUALATIN SHERWOOD RD 200 | AddressLine1Txt |
| City | TUALATIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97062 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MILES DAVIS | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESLEY M HALLICK | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBIN E BAKER | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AUDREY BILGER | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH BRIMHALL | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES CONNIRY | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS CORNMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE HENRICKSEN | ||||||
| MEMBER (THRU 2021) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN JOHNSON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HERBERT MEDINA | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHELDON C NORD | ||||||
| MEMBER (THRU 2021) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK L POORMAN | ||||||
| MEMBER (THRU 2021) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY ROBERTS | ||||||
| MEMBER (THRU 2021) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN THORSETT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WIM WIEWEL | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG WILLFORD | ||||||
| MEMBER (THRU 2021) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH WOMACK | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT WILDER | ||||||
| PRESIDENT | 40.00 | Yes (X) | $149,481 | $0 | $39,921 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $149,481 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $857,390 | AllOtherContributionsAmt |
| Noncash Contributions | $2,704 | NoncashContributionsAmt |
| Total Contributions | $857,390 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBER ASSESSMENTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $390,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $390,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $390,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,657 | TotalRevenueColumnAmt |
| Exclusion | $13,657 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,683 | TotalRevenueColumnAmt |
| Exclusion | $4,683 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $48,128 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $48,128 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,128 | TotalRevenueColumnAmt |
| Exclusion | $48,128 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $465 | TotalRevenueColumnAmt |
| Exclusion | $465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $465 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,314,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $390,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66,933 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,383 | TotalAmt |
| Program Services | $551,383 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,713 | TotalAmt |
| Program Services | $84,021 | ProgramServicesAmt |
| Management And General | $74,685 | ManagementAndGeneralAmt |
| Fundraising | $28,007 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,660 | TotalAmt |
| Program Services | $27,181 | ProgramServicesAmt |
| Management And General | $38,977 | ManagementAndGeneralAmt |
| Fundraising | $11,502 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,813 | TotalAmt |
| Program Services | $2,380 | ProgramServicesAmt |
| Management And General | $3,411 | ManagementAndGeneralAmt |
| Fundraising | $1,022 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,596 | TotalAmt |
| Program Services | $3,702 | ProgramServicesAmt |
| Management And General | $5,305 | ManagementAndGeneralAmt |
| Fundraising | $1,589 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,970 | TotalAmt |
| Program Services | $4,777 | ProgramServicesAmt |
| Management And General | $5,398 | ManagementAndGeneralAmt |
| Fundraising | $1,795 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900 | TotalAmt |
| Management And General | $1,900 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,285 | TotalAmt |
| Management And General | $22,285 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,860 | TotalAmt |
| Program Services | $42,860 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,216 | TotalAmt |
| Program Services | $1,112 | ProgramServicesAmt |
| Management And General | $1,050 | ManagementAndGeneralAmt |
| Fundraising | $54 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,135 | TotalAmt |
| Program Services | $33,466 | ProgramServicesAmt |
| Management And General | $3,184 | ManagementAndGeneralAmt |
| Fundraising | $485 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,410 | TotalAmt |
| Program Services | $2,475 | ProgramServicesAmt |
| Management And General | $7,120 | ManagementAndGeneralAmt |
| Fundraising | $815 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,699 | TotalAmt |
| Program Services | $26,653 | ProgramServicesAmt |
| Management And General | $32,051 | ManagementAndGeneralAmt |
| Fundraising | $9,995 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,612 | TotalAmt |
| Program Services | $6,203 | ProgramServicesAmt |
| Management And General | $1,289 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,010 | TotalAmt |
| Program Services | $1,604 | ProgramServicesAmt |
| Management And General | $1,805 | ManagementAndGeneralAmt |
| Fundraising | $601 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,701 | TotalAmt |
| Program Services | $855 | ProgramServicesAmt |
| Management And General | $3,525 | ManagementAndGeneralAmt |
| Fundraising | $321 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $22,775 | $9,426 | $11,379 | $1,970 |
| DUES AND SUBSCRIPTIONS | $11,820 | $4,110 | $6,169 | $1,541 |
| LICENSES & FEES | $5,403 | $5,403 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128,961 | TotalAmt |
| Program Services | $844,208 | ProgramServicesAmt |
| Management And General | $224,936 | ManagementAndGeneralAmt |
| Fundraising | $59,817 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,941 | BOYAmt |
| EOY | $298,337 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $334,531 | BOYAmt |
| EOY | $413,179 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,481 | BOYAmt |
| EOY | $282,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,595 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,072 | BOYAmt |
| EOY | $3,062 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,073,620 | BOYAmt |
| EOY | $875,282 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,083 | BOYAmt |
| EOY | $413,498 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,728 | BOYAmt |
| EOY | $2,285,598 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,705 | BOYAmt |
| EOY | $120,389 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,296 | BOYAmt |
| EOY | $231,650 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,050 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,001 | BOYAmt |
| EOY | $366,089 | 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 | $1,020,912 | BOYAmt |
| EOY | $792,415 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,815 | BOYAmt |
| EOY | $1,127,094 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,727 | BOYAmt |
| EOY | $1,919,509 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,728 | BOYAmt |
| EOY | $2,285,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $185,362 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$161,995 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$18,585 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $964,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $943,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $739,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,148,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857,390 | CurrentTaxYearAmt |
| Total | $4,652,532 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $964,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $943,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $739,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,148,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857,390 | CurrentTaxYearAmt |
| Total | $4,652,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,043,746 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,608,786 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,468 | CurrentTaxYearAmt |
| Total | $135,440 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,336 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $465 | CurrentTaxYearAmt |
| Total | $45,489 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,833,461 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,316,878 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70450 | 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 | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 40,336. 2018 AMOUNT: $ 320. 2019 AMOUNT: $ 3,092. 2020 AMOUNT: $ 1,276. 2021 AMOUNT: $ 465. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $42,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,027,144 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,069,144 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $181,914 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,479 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $237,070 | CurrentYearMinus3Amt |
| Current Year Minus2 | $217,055 | CurrentYearMinus2Amt |
| Current Year Minus1 | $207,713 | CurrentYearMinus1Amt |
| Current Year | $181,914 | CurrentYearAmt |
| Total | $843,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,265,628 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $41,900 | CurrentYearMinus3Amt |
| Current Year Minus2 | $42,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $42,000 | CurrentYearMinus1Amt |
| Current Year | $42,000 | CurrentYearAmt |
| Total | $167,900 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $59,268 | CurrentYearMinus3Amt |
| Current Year Minus2 | $54,264 | CurrentYearMinus2Amt |
| Current Year Minus1 | $51,928 | CurrentYearMinus1Amt |
| Current Year | $45,479 | CurrentYearAmt |
| Total | $210,939 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $316,409 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,783 | DepreciationAmt |
| Book Value | $812 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,750 | DepreciationAmt |
| Book Value | $2,250 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,062 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN A LIMITED LIABILITY COMPANY | Desc |
| Book Value | $875,282 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $875,282 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $80,956 |
| FUNDS HELD BY CASA OF OREGON | $332,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $413,498 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,171,243 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$161,995 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $37,500 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$18,585 | OtherRevenueAmt |
| Revenue Not Reported | -$143,080 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,314,323 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,314,323 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,166,461 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $37,500 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $37,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,128,961 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,128,961 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -18,585. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BUSHNELL UNIVERSITY | ||||||||
| 828 E 11TH AVENUE | EUGENE | OR | 97401 | 930433696 | 501(C)(3) | $49,086 | $0 | SUPPORT AND SCHOLARSHIPS |
| CORBAN UNIVERSITY | ||||||||
| 5000 DEER PARK DRIVE SE | SALEM | OR | 97317 | 941312349 | 501(C)(3) | $26,586 | $0 | SUPPORT AND SCHOLARSHIPS |
| GEORGE FOX UNIVERSITY | ||||||||
| 414 N MERIDIAN BOX 6029 | NEWBERG | OR | 97132 | 930386839 | 501(C)(3) | $30,586 | $0 | SUPPORT AND SCHOLARSHIPS |
| LEWIS & CLARK COLLEGE | ||||||||
| 0615 SW PALATINE HILL ROAD | PORTLAND | OR | 97219 | 930386858 | 501(C)(3) | $23,586 | $0 | SUPPORT AND SCHOLARSHIPS |
| LINFIELD UNIVERSITY | ||||||||
| 900 SE BAKER STREET | MCMINNVILLE | OR | 97128 | 930391586 | 501(C)(3) | $77,586 | $0 | SUPPORT AND SCHOLARSHIPS |
| MULTNOMAH UNIVERSITY | ||||||||
| 8435 NE GLISAN STREET | PORTLAND | OR | 97220 | 930398802 | 501(C)(3) | $21,319 | $0 | SUPPORT AND SCHOLARSHIPS |
| PACIFIC UNIVERSITY | ||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | 930386892 | 501(C)(3) | $17,586 | $0 | SUPPORT AND SCHOLARSHIPS |
| REED COLLEGE | ||||||||
| 3203 SE WOODSTOCK BOULEVARD | PORTLAND | OR | 97202 | 930386908 | 501(C)(3) | $17,585 | $0 | SUPPORT AND SCHOLARSHIPS |
| UNIVERSITY OF PORTLAND | ||||||||
| 5000 N WILLAMETTE BOULEVARD | PORTLAND | OR | 97203 | 930401259 | 501(C)(3) | $54,585 | $0 | SUPPORT AND SCHOLARSHIPS |
| WARNER PACIFIC UNIVERSITY | ||||||||
| 2219 SE 68TH AVENUE | PORTLAND | OR | 97215 | 930386890 | 501(C)(3) | $203,585 | $0 | SUPPORT AND SCHOLARSHIPS |
| WILLAMETTE UNIVERSITY | ||||||||
| 900 STATE STREET | SALEM | OR | 97301 | 930386972 | 501(C)(3) | $26,585 | $0 | SUPPORT AND SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS RECEIVED BY THE ALLIANCE ARE ALLOCATED TO MEMBERS AS DESIGNATED BY THE DONOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENT WILDER | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $149,481 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,307 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $26,614 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $189,402 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III STATEMENT OF PROGRAM ACCOMPLISHMENTS CONTINUATION | ECONOMIC IMPACT STUDY AND ALUMNI OUTCOMES PROJECT WITH LIGHTCAST THE ALLIANCE IS PARTNERING WITH LIGHTCAST (FORMERLY KNOWN AS EMSI/BURNING GLASS) TO PROVIDE AN ALUMNI OUTCOMES REPORT TO INSTITUTIONS WHO OPT IN AND AN ECONOMIC IMPACT STUDY OF ALL ALLIANCE MEMBER INSTITUTIONS. ALUMNI OUTCOMES REPORT LIGHTCAST'S ALUMNI OUTCOMES REPORT MATCHES RECORDS PROVIDED BY THE MEMBER INSTITUTION TO LIGHTCAST'S DATABASE OF OVER 100 MILLION PROFILES AND RESUMES AGGREGATED FROM THE OPEN WEB. THE PROCESS ENABLES THEM TO CONNECT EMPLOYMENT OUTCOMES TO OUR INSTITUTION'S SPECIFIC PROGRAMMING, SO THEY WILL RECEIVE DETAILED AND PERSONALIZED RESULTS. FOR MEMBERS PURCHASING THIS REPORT, THE DATA DELIVERY INCLUDES: * DATA FILE - DETAILED EXCEL FILE THAT CONTAINS THE DATA FOR ALL MATCHED RECORDS * ANALYSIS FILE - EXCEL FILE WITH PIVOT TABLES TO FACILITATE DATA SLICING. * RESEARCH - 12-MONTH ACCESS TO EXPORT PDF AND WORD REPORTS ECONOMIC IMPACT STUDY BY WAY OF BACKGROUND, LIGHTCAST UTILIZES THE ALUMNI OUTCOMES DATA FROM MEMBER INSTITUTION'S STUDENTS' CAREER OUTCOMES TO INFORM THE MODEL FOR THE ECONOMIC IMPACT STUDY. THIS RESULTS IN A TAILORED REPORT CUSTOMIZED TO INSTITUTIONAL OUTCOMES. THE CUSTOM REPORT WILL MEASURE THE ALLIANCE MEMBERS' IMPACT ON THE REGIONAL ECONOMY, WORKFORCE, AND CALCULATES OUR MEMBERS' RETURN ON INVESTMENT FOR STUDENTS, TAXPAYERS, AND SOCIETY. THIS PROJECT IS PARTIALLY UNDERWRITTEN BY A $50,000 GRANT FROM THE M.J. MURDOCK CHARITABLE TRUST. TITLE IX COST SHARING & COLLABORATION THE ALLIANCE PARTNERS WITH GRAND RIVER SOLUTION (GRS) 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. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP OF THE ALLIANCE CONSISTS OF 13 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 XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -18,585. |
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