2022-11-07T14:15:20-06:00 2022-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2021-07-01 930452083 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES OREG 5033420004 8215 SW TUALATIN SHERWOOD RD 20 TUALATIN OR 97062 BRENT WILDER PRESIDENT 5033420004 2022-11-07 BRENT WILDER 999009999 YEE LEE MCGEE P01294356 5032222515 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRENT WILDER 8215 SW TUALATIN SHERWOOD RD 200 TUALATIN OR 97062 1314323 0 X WWW.OAICU.ORG X 1953 OR THE ALLIANCE SEEKS TO STRENGTHEN OREGON'S INDEPENDENT, NONPROFIT COLLEGES AND UNIVERSITIES. 13 13 2 14 0 0 1148381 857390 420000 390000 5282 13657 21525 53276 1595188 1314323 813414 551383 0 0 246082 293752 0 0 59817 306920 283826 1366416 1128961 228772 185362 2328728 2285598 414001 366089 1914727 1919509 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 844208 551383 390000 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. 844208 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 8 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 LESLEY M HALLICK VICE CHAIR 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 JOSEPH BRIMHALL MEMBER 2.00 X 0 0 0 CHARLES CONNIRY MEMBER 2.00 X 0 0 0 THOMAS CORNMAN MEMBER 2.00 X 0 0 0 MELANIE HENRICKSEN MEMBER (THRU 2021) 2.00 X 0 0 0 BRIAN JOHNSON MEMBER 2.00 X 0 0 0 HERBERT MEDINA MEMBER 2.00 X 0 0 0 SHELDON C NORD MEMBER (THRU 2021) 2.00 X 0 0 0 MARK L POORMAN MEMBER (THRU 2021) 2.00 X 0 0 0 RANDY ROBERTS MEMBER (THRU 2021) 2.00 X 0 0 0 STEPHEN THORSETT MEMBER 2.00 X 0 0 0 WIM WIEWEL MEMBER 2.00 X 0 0 0 CRAIG WILLFORD MEMBER (THRU 2021) 2.00 X 0 0 0 JOSEPH WOMACK MEMBER 2.00 X 0 0 0 BRENT WILDER PRESIDENT 40.00 X 149481 0 39921 149481 0 39921 1 0 1 0 0 857390 2704 857390 MEMBER ASSESSMENTS 900099 390000 390000 390000 13657 13657 4683 4683 48128 0 48128 48128 48128 OTHER REVENUE 900099 465 465 465 1314323 390000 0 66933 551383 551383 186713 84021 74685 28007 77660 27181 38977 11502 6813 2380 3411 1022 10596 3702 5305 1589 11970 4777 5398 1795 1900 1900 22285 22285 42000 42000 42860 42860 2216 1112 1050 54 37135 33466 3184 485 10410 2475 7120 815 68699 26653 32051 9995 7612 6203 1289 120 4010 1604 1805 601 4701 855 3525 321 MISCELLANEOUS 22775 9426 11379 1970 DUES AND SUBSCRIPTIONS 11820 4110 6169 1541 LICENSES & FEES 5403 5403 1128961 844208 224936 59817 452941 298337 334531 413179 50481 282240 39595 36533 7072 3062 1073620 875282 410083 413498 2328728 2285598 141705 120389 272296 231650 14050 414001 366089 X 1020912 792415 893815 1127094 1914727 1919509 2328728 2285598 X 185362 -161995 -18585 X 0 1 X 1 0 X 964158 943352 739251 1148381 857390 4652532 964158 943352 739251 1148381 857390 4652532 1043746 3608786 14390 15197 10488 28897 66468 135440 40336 320 3092 1276 465 45489 4833461 3316878 0.74660 0.70450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 40,336. 2018 AMOUNT: $ 320. 2019 AMOUNT: $ 3,092. 2020 AMOUNT: $ 1,276. 2021 AMOUNT: $ 465. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42000 42000 1027144 1069144 181914 45479 0 0 237070 217055 207713 181914 843752 1265628 41900 42000 42000 42000 167900 59268 54264 51928 45479 210939 316409 11595 10783 812 28000 25750 2250 3062 INTEREST IN A LIMITED LIABILITY COMPANY 875282 F 875282 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 80956 FUNDS HELD BY CASA OF OREGON 332542 413498 1171243 -161995 37500 -18585 -143080 1314323 0 1314323 1166461 37500 37500 1128961 0 1128961 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -18,585. 1 BUSHNELL UNIVERSITY 828 E 11TH AVENUE EUGENE OR 97401 930433696 501(C)(3) 49086 0 SUPPORT AND SCHOLARSHIPS CORBAN UNIVERSITY 5000 DEER PARK DRIVE SE SALEM OR 97317 941312349 501(C)(3) 26586 0 SUPPORT AND SCHOLARSHIPS GEORGE FOX UNIVERSITY 414 N MERIDIAN BOX 6029 NEWBERG OR 97132 930386839 501(C)(3) 30586 0 SUPPORT AND SCHOLARSHIPS LEWIS & CLARK COLLEGE 0615 SW PALATINE HILL ROAD PORTLAND OR 97219 930386858 501(C)(3) 23586 0 SUPPORT AND SCHOLARSHIPS LINFIELD UNIVERSITY 900 SE BAKER STREET MCMINNVILLE OR 97128 930391586 501(C)(3) 77586 0 SUPPORT AND SCHOLARSHIPS MULTNOMAH UNIVERSITY 8435 NE GLISAN STREET PORTLAND OR 97220 930398802 501(C)(3) 21319 0 SUPPORT AND SCHOLARSHIPS PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 501(C)(3) 17586 0 SUPPORT AND SCHOLARSHIPS REED COLLEGE 3203 SE WOODSTOCK BOULEVARD PORTLAND OR 97202 930386908 501(C)(3) 17585 0 SUPPORT AND SCHOLARSHIPS UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BOULEVARD PORTLAND OR 97203 930401259 501(C)(3) 54585 0 SUPPORT AND SCHOLARSHIPS WARNER PACIFIC UNIVERSITY 2219 SE 68TH AVENUE PORTLAND OR 97215 930386890 501(C)(3) 203585 0 SUPPORT AND SCHOLARSHIPS WILLAMETTE UNIVERSITY 900 STATE STREET SALEM OR 97301 930386972 501(C)(3) 26585 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 149481 0 0 0 0 0 13307 0 26614 0 189402 0 0 0 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.