PORTLAND STATE UNIVERSITY ALUMNI: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PORTLAND STATE UNIVERSITY ALUMNI (EIN 93-1309774)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-16
IRS object ID
202013219349305401
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2020-11-16T09:49:48-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931039125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BGO CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 NE IRVING ST STE 440AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972324208ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931309774EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PORTLAND STATE UNIVERSITY ALUMNI ASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPORTBusinessNameControlTxt
Phone5037255072PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1326AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIRK SIDLEYPersonNm
Person TitlePAST TREASURERPersonTitleTxt
Phone5037255072PhoneNum
Signature2020-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRISTAN A COLLINSPreparerPersonNm
PTINP01328718PTIN
Phone5032331133PhoneNum
Preparation2020-10-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.95.157.89IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm09:49:48IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8419E5824DC90CD2C13FFF1107E521DC463B34CAAtSubmissionCreationDeviceId
At Submission Filing Device IdDD00DCFCDE223235AD25CCFC4914C9E18CFB682AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIC BROWNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1326AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97207ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$290,231GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ALUMNI.PDX.EDUWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation2000FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO CHAMPION A LIFE-LONG RELATIONSHIP BETWEEN PORTLAND STATE UNIVERSITY AND ITS ALUMNI.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers177TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$24,155PYContributionsGrantsAmt
CY Contributions Grants$9,829CYContributionsGrantsAmt
PY Program Service Revenue$139,235PYProgramServiceRevenueAmt
CY Program Service Revenue$14,356CYProgramServiceRevenueAmt
PY Investment Income$32,737PYInvestmentIncomeAmt
CY Investment Income$106,319CYInvestmentIncomeAmt
PY Other Revenue$6,500PYOtherRevenueAmt
CY Other Revenue$4,986CYOtherRevenueAmt
PY Total Revenue$202,627PYTotalRevenueAmt
CY Total Revenue$135,490CYTotalRevenueAmt
CY Grants And Similar Paid$2,800CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$236,668PYOtherExpensesAmt
CY Other Expenses$186,622CYOtherExpensesAmt
PY Total Expenses$236,668PYTotalExpensesAmt
CY Total Expenses$189,422CYTotalExpensesAmt
PY Revenues Less Expenses-$34,041PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$53,932CYRevenuesLessExpensesAmt
Total Assets BOY$1,684,736TotalAssetsBOYAmt
Total Assets EOY$1,528,128TotalAssetsEOYAmt
Total Liabilities BOY$18,787TotalLiabilitiesBOYAmt
Total Liabilities EOY$459TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,665,949NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,527,669NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CHAMPION A LIFE-LONG RELATIONSHIP BETWEEN PORTLAND STATE UNIVERSITY AND ITS ALUMNI.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$143,619ExpenseAmt
Revenue$14,356RevenueAmt
DescPORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION INCLUDES OUR COMMUNITY OF OVER 193,000 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$143,619TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY CONIGLIOPersonNm
Phone5037255073PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1326AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97207ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MARY CONIGLIO
EXEC. DIRECT40.00Yes (X)$0$98,784$32,138
SYLVIAN TOM BULL
FORMER EX.DI40.00$0$143,056$13,619Yes (X)
ERIC BROWN
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
DAN ADAMS
DIRECTOR1.00$0$0$0Yes (X)
CONNOR KAVANAUGH
DIRECTOR1.00$0$0$0Yes (X)
KIRK SIDLEY
PAST TREASUR1.00$0$0$0Yes (X)
GREG MEYER
PAST PRESIDE1.00$0$0$0Yes (X)
AMANDA LAMB
DIRECTOR1.00$0$0$0Yes (X)
CHRIS LIDDLE
DIRECTOR1.00$0$0$0Yes (X)
ERIC NOLL
DIRECTOR1.00$0$0$0Yes (X)
LORI HEINO-ROYER
DIRECTOR1.00$0$0$0Yes (X)
VERA SELL
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
SEAN ZIMMERMAN
DIRECTOR1.00$0$0$0Yes (X)
ED JOHNSON
TREASURER1.00Yes (X)$0$0$0Yes (X)
DON RUFF
DIRECTOR1.00$0$0$0Yes (X)
KHANG TRAN
DIRECTOR1.00$0$0$0Yes (X)
AL FITZPATRICK
EMERITUS1.00$0$0$0Yes (X)
BILL LEMMAN
EMERITUS1.00$0$0$0Yes (X)
ANGELA WYKOFF
EMERITUS1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$241,840TotReportableCompRltdOrgAmt
Total Other Compensation$45,757TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$9,829AllOtherContributionsAmt
Total Contributions$9,829TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICES REVENUEDesc
Business900099BusinessCd
Total Revenue Column$14,356TotalRevenueColumnAmt
Related Or Exempt Func Income$14,356RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$14,356TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,869TotalRevenueColumnAmt
Exclusion$34,869ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$222,248SecuritiesAmt
Other$3,943OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$151,902SecuritiesAmt
Other$2,839OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$70,346SecuritiesAmt
Other$1,104OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,450TotalRevenueColumnAmt
Related Or Exempt Func Income$67,507RelatedOrExemptFuncIncomeAmt
Exclusion$3,943ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRENTAL INCOMEDesc
Total Revenue Column$4,986TotalRevenueColumnAmt
Related Or Exempt Func Income$4,986RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,986OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,490TotalRevenueColumnAmt
Related Or Exempt Func Income$86,849RelatedOrExemptFuncIncomeAmt
Exclusion$38,812ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,800TotalAmt
Program Services$2,800ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,999TotalAmt
Management And General$26,999ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$359TotalAmt
Program Services$359ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,842TotalAmt
Program Services$9,526ProgramServicesAmt
Management And General$316ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,060TotalAmt
Program Services$16,060ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,127TotalAmt
Program Services$226ProgramServicesAmt
Management And General$5,901ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,823TotalAmt
Program Services$8,823ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$147TotalAmt
Management And General$147ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$175TotalAmt
Management And General$175ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,981TotalAmt
Management And General$9,981ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EVENT EXPENSES$77,615$77,615
GIFTS$9,241$9,068$173
PROFESSIONAL DEVELOPMENT$7,986$7,986
MEALS$7,833$6,640$1,193

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,434TotalAmt
Program Services$4,516ProgramServicesAmt
Management And General$918ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$189,422TotalAmt
Program Services$143,619ProgramServicesAmt
Management And General$45,803ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$29,011BOYAmt
EOY$50,577EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$44,490BOYAmt
EOY$105,607EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,200BOYAmt
EOY$2,136EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,134BOYAmt
EOY$4,173EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$44,051LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$39,301LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,764BOYAmt
EOY$4,750EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,597,137BOYAmt
EOY$1,360,885EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,684,736BOYAmt
EOY$1,528,128EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,787BOYAmt
EOY$459EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,787BOYAmt
EOY$459EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,665,949BOYAmt
EOY$1,526,566EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$1,103EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,665,949BOYAmt
EOY$1,527,669EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,684,736BOYAmt
EOY$1,528,128EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$53,932ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$84,348NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,783CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,987CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,155CurrentTaxYearMinus1YearAmt
Current Tax Year$9,829CurrentTaxYearAmt
Total$57,517TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$474,697CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$586,619CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$628,437CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$689,861CurrentTaxYearMinus1YearAmt
Current Tax Year$741,402CurrentTaxYearAmt
Total$3,121,016TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$481,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$592,382CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$639,424CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$714,016CurrentTaxYearMinus1YearAmt
Current Tax Year$751,231CurrentTaxYearAmt
Total$3,178,533TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,178,533PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$55,978CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,239CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,091CurrentTaxYearMinus1YearAmt
Current Tax Year$34,869CurrentTaxYearAmt
Total$177,860TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,045CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,805CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,555CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,500CurrentTaxYearMinus1YearAmt
Current Tax Year$4,986CurrentTaxYearAmt
Total$36,891TotalAmt
FieldValueIRS element (for citing)
Total Support$3,393,284TotalSupportAmt
Gross Receipts Rltd Activities$266,832GrossReceiptsRltdActivitiesAmt
Public Support CY1700.93670PublicSupportCY170Pct
Public Support PY1700.91770PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationRENTAL INCOME 36,891ExplanationTxt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$359FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$359FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$359FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$72FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$18FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$341FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$287FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,070CurrentYearMinus3Amt
Current Year Minus2$950CurrentYearMinus2Amt
Current Year Minus1$827CurrentYearMinus1Amt
Current Year$72CurrentYearAmt
Total$2,919TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$4,379LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$5,351CurrentYearMinus3Amt
Current Year Minus2$4,751CurrentYearMinus2Amt
Current Year Minus1$4,133CurrentYearMinus1Amt
Current Year$359CurrentYearAmt
Total$14,594TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$268CurrentYearMinus3Amt
Current Year Minus2$238CurrentYearMinus2Amt
Current Year Minus1$207CurrentYearMinus1Amt
Current Year$18CurrentYearAmt
Total$731TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,097GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$5,351CurrentYearMinus3Amt
Current Year Minus2$4,751CurrentYearMinus2Amt
Current Year Minus1$4,133CurrentYearMinus1Amt
Current Year$359CurrentYearAmt
Total$14,594TotalAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,051OtherCostOrOtherBasisAmt
Depreciation$39,301DepreciationAmt
Book Value$4,750BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,750TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ASSOCIATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE ASSOCIATION HAS ANALYZED ITS TAX POSITION TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND THE STATE OF OREGON. MANAGEMENT BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ASSOCIATION'S' FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSYLVIAN TOM BULLPersonNm
TitleFORMER EX.DIR.TitleTxt
Compensation Based On Rltd Orgs$70,221CompensationBasedOnRltdOrgsAmt
Other Compensation Rltd Orgs$72,835OtherCompensationRltdOrgsAmt
Deferred Comp Rltd Orgs$8,939DeferredCompRltdOrgsAmt
Nontaxable Benefits Rltd Orgs$4,680NontaxableBenefitsRltdOrgsAmt
Total Compensation Rltd Orgs$156,675TotalCompensationRltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4APORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION INCLUDES OUR COMMUNITY OF OVER 193,000 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 11BTHE DOCUMENTS ARE REVIEWED BY THE PSU ALUMNI ASSOCIATION BOARD'S FINANCE AND EXECUTIVE COMMITTEES, THE ASSOCIATION BOOKKEEPER, EXECUTIVE STAFF. THE EXECUTIVE COMMITTEE IS THE BOARD'S LEADERSHIP TEAM COMPRISED OF OFFICERS AND COMMITTEE CHAIRS. DOCUMENTS ARE AVAILABLE TO ALL OTHER MEMBERS OF THE BOARD FOR THEIR REVIEW AND INPUT. ANY CORRECTIONS TO THE DRAFT DOCUMENTS ARE MADE THROUGH THE ACCOUNTING FIRM AND REVISED DOCUMENTS ARE RE- DISTRIBUTED TO THE AFOREMENTIONED AND REVIEWED. IF NO FURTHER CHANGES ARE NECESSARY, A MOTION IS MADE WITHIN THE EXECUTIVE COMMITTEE TO ACCEPT THE DOCUMENTS AND A VOTE IS TAKEN. ONCE APPROVED, THE FINAL DOCUMENTS AND A NOTICE OF APPROVAL ARE SENT VIA EMAIL TO THE FULL BOARD; HARD COPIES ARE AVAILABLE UPON REQUEST. THE FORMS ARE SIGNED BY THE BOARD TREASURER OF THE CORRESPONDING TAX YEAR.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST (AND CONFIDENTIAL REPORTING POLICY) ARE WRITTEN D OCUMENTS GIVEN ANNUALLY TO EACH BOARD MEMBER AND RELATED EMPLOYEES AND ALS O 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 19RELATED DOCUMENTS ARE AVAILABLE UPON REQUEST. HARD COPIES CAN BE EMAILED, FAXED OR MAILED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
PORTLAND STATE UNIVERSITY
PO BOX 751PORTLANDOR97207481278529UNIVERSITYOR1152N/Afalse
PSU FOUNDATION
1600 SW FOURTH AVENUE SUITE 730PORTLANDOR97201930619733SUPPORTS UOR501CPFN/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PORTLAND STATE UNIVERSITY
N$113,696FMV
PSU FOUNDATION
O$586,599COST
PSU FOUNDATION
S$41,107COST

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