2025-10-06T11:18:17-05:00 2025-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-07-01 930452083 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES OREG 5033420004 8215 SW TUALATIN SHERWOOD RD 20 TUALATIN OR 97062 BRENT WILDER PRESIDENT 5033420004 2025-10-06 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z BRENT WILDER 8215 SW TUALATIN SHERWOOD RD 200 TUALATIN OR 97062 1091541 0 X WWW.OAICU.ORG X 1953 OR THE ALLIANCE SEEKS TO STRENGTHEN OREGON'S INDEPENDENT, NONPROFIT COLLEGES AND UNIVERSITIES. 11 11 2 12 0 0 522231 650178 446650 407030 22156 31756 2933 2577 993970 1091541 520329 588286 0 0 315464 229838 0 0 66408 328408 282131 1164201 1100255 -170231 -8714 1868784 1944445 408155 386802 1460629 1557643 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 876888 588286 407030 THE OREGON ALLIANCE OF INDEPENDENT COLLEGES AND UNIVERSITIES REPRESENTS OREGON'S INDEPENDENT, NONPROFIT HIGHER EDUCATION SECTOR AND SUPPORTS ITS REGIONALLY ACCREDITED MEMBER INSTITUTIONS BY ADVOCATING FOR SOUND POLICY, FOSTERING COLLABORATION, AND BUILDING ORGANIZATIONAL CAPACITY. AS A TRUSTED VOICE IN THE STATE'S HIGHER EDUCATION LANDSCAPE, THE ALLIANCE FORGES STRATEGIC PARTNERSHIPS, DELIVERS SERVICES THAT IMPROVE EFFICIENCY, AND PROMOTES ACADEMIC QUALITY AND INSTITUTIONAL SUSTAINABILITY. IT WORKS TO EXPAND STUDENT ACCESS, IMPROVE OUTCOMES, AND STRENGTHEN PATHWAYS FROM COLLEGE TO CAREER-WHILE CHAMPIONING THE TRANSFORMATIVE POWER OF INDEPENDENT, NONPROFIT HIGHER EDUCATION. 876888 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 6 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 ROBERT KELLY BOARD CHAIR 2.00 X X 0 0 0 JOSEPH WOMACK BOARD VICE CHAIR 2.00 X X 0 0 0 JENNIFER COYLE BOARD TREASURER 2.00 X X 0 0 0 ROBIN HOLMES-SULLIVAN BOARD SECRETARY 2.00 X X 0 0 0 ROBIN E BAKER BOARD MEMBER 2.00 X 0 0 0 AUDREY BILGER BOARD MEMBER 2.00 X 0 0 0 CHARLES CONNIRY BOARD MEMBER 2.00 X 0 0 0 BECKY JOHNSON BOARD MEMBER 2.00 X 0 0 0 BRIAN JOHNSON BOARD MEMBER 2.00 X 0 0 0 STEPHEN THORSETT BOARD MEMBER 2.00 X 0 0 0 JOHN MARK YEATS BOARD MEMBER 2.00 X 0 0 0 DOUGLAS WADE BOARD MEMBER 2.00 X 0 0 0 BRENT WILDER PRESIDENT 40.00 X 150909 0 43629 150909 0 43629 1 0 1 0 0 650178 1709 650178 MEMBER ASSESSMENTS 900099 382030 382030 OTHER PROGRAM FEES 900099 25000 25000 407030 31756 31756 2281 2281 OTHER REVENUE 900099 296 296 296 1091541 407030 0 34333 X 588286 588286 206317 103159 60181 42977 12015 5314 5520 1181 1436 627 690 119 2234 975 1074 185 7836 3860 2435 1541 25103 25103 43260 43260 122630 105080 17550 7038 176 6792 70 5073 2044 2570 459 17175 3952 11648 1575 1840 1840 6525 756 5149 620 577 284 180 113 3953 1166 2323 464 DUES AND SUBSCRIPTIONS 25769 5821 4632 15316 MISCELLANEOUS 17499 12038 3673 1788 LICENSES & FEES 5689 90 5599 1100255 876888 156959 66408 174909 52985 7150 60050 84192 96076 34087 33078 1586 1009 1159738 1317436 441209 416889 1868784 1944445 139005 85402 244150 301400 25000 0 408155 386802 X 735889 850413 724740 707230 1460629 1557643 1868784 1944445 X -8714 100942 4786 X 0 1 X 1 0 X 1148381 857390 483774 522231 650178 3661954 1148381 857390 483774 522231 650178 3661954 1258216 2403738 28897 66468 38487 24369 34037 192258 1276 465 53609 720 296 56366 3910578 2041680 0.61470 0.66770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,276. 2021 AMOUNT: $ 465. 2022 AMOUNT: $ 53,609. 2023 AMOUNT: $ 720. 2024 AMOUNT: $ 296. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43260 43260 990587 1033847 178385 44596 0 0 181914 208210 184278 178385 752787 1129181 42000 42000 43155 43260 170415 45479 52053 46070 44596 188198 282297 6087 5078 1009 28000 28000 0 1009 INTEREST IN A LIMITED LIABILITY COMPANY 1317436 F 1317436 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 90896 FUNDS HELD BY CASA OF OREGON 325993 416889 1291019 100942 93750 4786 199478 1091541 0 1091541 1194005 93750 93750 1100255 0 1100255 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4,786. 1 BUSHNELL UNIVERSITY 828 E 11TH AVENUE EUGENE OR 97401 930433696 501(C)(3) 78125 0 SUPPORT AND SCHOLARSHIPS CORBAN UNIVERSITY 5000 DEER PARK DRIVE SE SALEM OR 97317 941312349 501(C)(3) 72215 0 SUPPORT AND SCHOLARSHIPS GEORGE FOX UNIVERSITY 414 N MERIDIAN BOX 6029 NEWBERG OR 97132 930386839 501(C)(3) 24215 0 SUPPORT AND SCHOLARSHIPS LEWIS & CLARK COLLEGE 0615 SW PALATINE HILL ROAD PORTLAND OR 97219 930386858 501(C)(3) 51215 0 SUPPORT AND SCHOLARSHIPS LINFIELD UNIVERSITY 900 SE BAKER STREET MCMINNVILLE OR 97128 930391586 501(C)(3) 96215 0 SUPPORT AND SCHOLARSHIPS PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE OR 97116 930386892 501(C)(3) 21215 0 SUPPORT AND SCHOLARSHIPS REED COLLEGE 3203 SE WOODSTOCK BOULEVARD PORTLAND OR 97202 930386908 501(C)(3) 21215 0 SUPPORT AND SCHOLARSHIPS UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BOULEVARD PORTLAND OR 97203 930401259 501(C)(3) 67215 0 SUPPORT AND SCHOLARSHIPS WARNER PACIFIC UNIVERSITY 2219 SE 68TH AVENUE PORTLAND OR 97215 930386890 501(C)(3) 116215 0 SUPPORT AND SCHOLARSHIPS WILLAMETTE UNIVERSITY 900 STATE STREET SALEM OR 97301 930386972 501(C)(3) 36215 0 SUPPORT AND SCHOLARSHIPS 10 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 150909 0 0 0 0 0 14544 0 29085 0 194538 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP OF THE ALLIANCE CONSISTS OF 11 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 ALLIANCE POLICIES, PROCEDURES, GUIDELINES OR PRACTICES; OR ANY OTHER BEHAVIOR OR CONDUCT DEEMED INAPPROPRIATE BY THE ALLIANCE MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, SECTION B, LINE 15 AT THE TIME OF HIRE FOR ALL EMPLOYEES, THE EXECUTIVE COMMITTEE IS PROVIDED WITH COMPARABLE COMPENSATION DATA IN THE FORM OF PUBLISHED STUDIES PROVIDED BY AN AFFILIATED ASSOCIATION AS WELL AS COMPENSATION DATA ON COMPARABLE POSITIONS AT MEMBER INSTITUTIONS AND THE LIKE. IT IS A POLICY OF THE ALLIANCE TO PROVIDE THE PRESIDENT/CEO AN ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE. EVALUATION OR FEEDBACK ALSO MAY BE MADE AT ANY TIME THE EXECUTIVE COMMITTEE BELIEVES THERE ARE PERFORMANCE DEFICIENCIES OR THE PROFESSIONAL GROWTH AND COMPETENCE OF THE PRESIDENT/CEO MAY BE ADVANCED. THE PRESIDENT/CEO SHOULD BE GIVEN AN OPPORTUNITY TO READ THE EVALUATION AND RECEIVE A COPY OF IT. A COPY IS ALSO MADE A PART OF THE PRESIDENT/CEO'S PERSONNEL RECORD. THE PRESIDENT/CEO IS REQUESTED TO SIGN THE EVALUATION AND, IF THE PRESIDENT/CEO SO DESIRES, A STATEMENT COMMENTING ON THE EVALUATION MAY BE ATTACHED. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. IT IS A POLICY OF THE ALLIANCE TO PROVIDE REGULAR EMPLOYEES AN ANNUAL EVALUATION AND AN EVALUATION BEFORE THE END OF ANY INTRODUCTORY PERIOD. EVALUATION OR FEEDBACK ALSO MAY BE MADE AT ANY TIME THE SUPERVISOR BELIEVES THERE ARE PERFORMANCE DEFICIENCIES OR THE PROFESSIONAL GROWTH AND COMPETENCE OF AN EMPLOYEE MAY BE ADVANCED. THE EMPLOYEE SHOULD BE GIVEN AN OPPORTUNITY TO READ THE EVALUATION AND RECEIVE A COPY OF IT. A COPY IS ALSO MADE A PART OF THE EMPLOYEE'S PERSONNEL RECORD. THE EMPLOYEE IS REQUESTED TO SIGN THE EVALUATION AND, IF THE EMPLOYEE SO DESIRES, AN EMPLOYEE'S STATEMENT COMMENTING ON THE EVALUATION MAY BE ATTACHED. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 58,080. MANAGEMENT AND GENERAL EXPENSES 17,550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,630. OTHER SERVICES: PROGRAM SERVICE EXPENSES 47,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,000. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 4,786.