PORTLAND STATE UNIVERSITY ALUMNI: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PORTLAND STATE UNIVERSITY ALUMNI (EIN 93-1309774)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-14
IRS object ID
201843189349310039
Schema version
2017v2.3
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)
Return2018-11-14T13:09:14-08:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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 TitleTREASURERPersonTitleTxt
Phone5037255072PhoneNum
Signature2018-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD D HARMENINGPreparerPersonNm
PTINP00005380PTIN
Phone5032331133PhoneNum
Preparation2018-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.95.157.89IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm15:09:14IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAC3BDC5F0C4556E508FCF7DB910A8023635235F0AtSubmissionCreationDeviceId
At Submission Filing Device IdA5130605FBF9986B3FA18CBE4C832A04F45F058DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG MEYERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1326AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97207ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$242,895GrossReceiptsAmt
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 SUPPORT THE UNIVERSITY, ALUMNI AND STUDENTS. TO ENGAGE OUR ALUMNI AND THEIR FAMILY AND FRIENDS TO INSPIRE SUPPORT FOR THE UNIVERSITY.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers101TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,763PYContributionsGrantsAmt
CY Contributions Grants$10,987CYContributionsGrantsAmt
PY Program Service Revenue$106,862PYProgramServiceRevenueAmt
CY Program Service Revenue$95,705CYProgramServiceRevenueAmt
PY Investment Income$226,374PYInvestmentIncomeAmt
CY Investment Income$74,484CYInvestmentIncomeAmt
PY Other Revenue$11,805PYOtherRevenueAmt
CY Other Revenue$6,050CYOtherRevenueAmt
PY Total Revenue$350,804PYTotalRevenueAmt
CY Total Revenue$187,226CYTotalRevenueAmt
PY Grants And Similar Paid$10,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,500CYGrantsAndSimilarPaidAmt
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$227,699PYOtherExpensesAmt
CY Other Expenses$238,112CYOtherExpensesAmt
PY Total Expenses$238,199PYTotalExpensesAmt
CY Total Expenses$253,612CYTotalExpensesAmt
PY Revenues Less Expenses$112,605PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$66,386CYRevenuesLessExpensesAmt
Total Assets BOY$1,668,077TotalAssetsBOYAmt
Total Assets EOY$1,725,127TotalAssetsEOYAmt
Total Liabilities BOY$5,524TotalLiabilitiesBOYAmt
Total Liabilities EOY$66,305TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,662,553NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,658,822NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT THE UNIVERSITY, ALUMNI AND STUDENTS. TO ENGAGE OUR ALUMNI AND THEIR FAMILY AND FRIENDS TO INSPIRE SUPPORT FOR THE UNIVERSITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$199,825ExpenseAmt
Grant$15,500GrantAmt
Revenue$95,705RevenueAmt
DescPORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION INCLUDES OUR COMMUNITY OF OVER 180,000 PSU GRADUATES. 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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescPORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION INCLUDES OUR COMMUNITY OF OVER 180,000 PSU GRADUATES. 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
FieldValueIRS element (for citing)
Total Program Service Expenses$199,825TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 OrganizationsYes (true)GrantsToOrganizationsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
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 WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CONNOR KAVANAUGH
DIRECTOR1.00Yes (X)$0$0$0
DAVID AUDLEY
DIRECTOR1.00Yes (X)$0$0$0
DAN ADAMS
DIRECTOR1.00Yes (X)$0$0$0
ERIC BROWN
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
AMANDA LAMB
DIRECTOR1.00Yes (X)$0$0$0
THERESA BELL
DIRECTOR1.00Yes (X)$0$0$0
KIRK SIDLEY
TREASURER1.00Yes (X)$0$0$0Yes (X)
TRUDY TOLIVER
DIRECTOR1.00Yes (X)$0$0$0
JOEL MORTON
DIRECTOR1.00Yes (X)$0$0$0
LORI HEINO-ROYER
DIRECTOR1.00Yes (X)$0$0$0
LORI HENSEL
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
BILL LEMMAN
EMERITUS1.00Yes (X)$0$0$0
AL FITZPATRICK
EMERITUS1.00Yes (X)$0$0$0
GREG MEYER
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
VERA SELL
DIRECTOR1.00Yes (X)$0$0$0
ANGELA WYKOFF
EMERITUS1.00Yes (X)$0$0$0
SEAN ZIMMERMAN
DIRECTOR1.00Yes (X)$0$0$0
SYLVIAN TOM BULL
EXEC. DIRECT40.00$0$131,582$21,938Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$131,582TotReportableCompRltdOrgAmt
Total Other Compensation$21,938TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$10,987AllOtherContributionsAmt
Total Contributions$10,987TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICES REVENUEDesc
Business900099BusinessCd
Total Revenue Column$95,705TotalRevenueColumnAmt
Related Or Exempt Func Income$95,705RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$95,705TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,239TotalRevenueColumnAmt
Exclusion$26,239ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$93,569SecuritiesAmt
Other$10,345OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$55,669SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,900SecuritiesAmt
Other$10,345OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,245TotalRevenueColumnAmt
Related Or Exempt Func Income$37,900RelatedOrExemptFuncIncomeAmt
Exclusion$10,345ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME$4,555$4,555
REWARDS PROGRAM$1,495$1,495
FieldValueIRS element (for citing)
Other Revenue Total$6,050OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$187,226TotalRevenueColumnAmt
Related Or Exempt Func Income$139,655RelatedOrExemptFuncIncomeAmt
Exclusion$36,584ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,500TotalAmt
Program Services$10,500ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,182TotalAmt
Management And General$9,182ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,751TotalAmt
Program Services$4,751ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$502TotalAmt
Program Services$137ProgramServicesAmt
Management And General$365ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,623TotalAmt
Program Services$9,623ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,630TotalAmt
Program Services$8,951ProgramServicesAmt
Management And General$4,679ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$10,993TotalAmt
Program Services$10,993ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$152TotalAmt
Management And General$152ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,901TotalAmt
Program Services$1,703ProgramServicesAmt
Management And General$198ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,416TotalAmt
Management And General$9,416ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EVENT EXPENSES$84,743$84,743
MEALS$28,175$16,853$11,322
PROFESSIONAL DEVELOPMENT$26,628$26,628
BANK FEES$16,338$16,338

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,078TotalAmt
Program Services$19,943ProgramServicesAmt
Management And General$2,135ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$253,612TotalAmt
Program Services$199,825ProgramServicesAmt
Management And General$53,787ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$30,360BOYAmt
EOY$64,415EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$128,933BOYAmt
EOY$93,035EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,206BOYAmt
EOY$1,393EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,745BOYAmt
EOY$5,868EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$72,448LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$63,702LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,647BOYAmt
EOY$8,746EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,482,186BOYAmt
EOY$1,551,670EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,668,077BOYAmt
EOY$1,725,127EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,524BOYAmt
EOY$9,332EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$56,973EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,524BOYAmt
EOY$66,305EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,662,553BOYAmt
EOY$1,658,822EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,662,553BOYAmt
EOY$1,658,822EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,668,077BOYAmt
EOY$1,725,127EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$66,386ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$62,655NetUnrlzdGainsLossesInvstAmt
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$9,183CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,763CurrentTaxYearMinus1YearAmt
Current Tax Year$10,987CurrentTaxYearAmt
Total$40,326TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$452,009CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$326,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$474,697CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$586,619CurrentTaxYearMinus1YearAmt
Current Tax Year$628,437CurrentTaxYearAmt
Total$2,468,537TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$461,192CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$334,385CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$481,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$592,382CurrentTaxYearMinus1YearAmt
Current Tax Year$639,424CurrentTaxYearAmt
Total$2,508,863TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,508,863PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$65,070CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,978CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,683CurrentTaxYearMinus1YearAmt
Current Tax Year$26,239CurrentTaxYearAmt
Total$227,252TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,609CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,805CurrentTaxYearMinus1YearAmt
Total$39,351TotalAmt
FieldValueIRS element (for citing)
Total Support$2,775,466TotalSupportAmt
Gross Receipts Rltd Activities$101,755GrossReceiptsRltdActivitiesAmt
Public Support CY1700.90390PublicSupportCY170Pct
Public Support PY1700.87600PublicSupportPY170Pct
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 39,351ExplanationTxt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,751FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,751FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,751FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$950FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$238FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,513FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$3,801FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$42,593CurrentYearMinus3Amt
Current Year Minus2$1,036CurrentYearMinus2Amt
Current Year Minus1$1,070CurrentYearMinus1Amt
Current Year$950CurrentYearAmt
Total$45,649TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$68,474LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$5,176CurrentYearMinus3Amt
Current Year Minus2$5,180CurrentYearMinus2Amt
Current Year Minus1$5,351CurrentYearMinus1Amt
Current Year$4,751CurrentYearAmt
Total$20,458TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$10,648CurrentYearMinus3Amt
Current Year Minus2$259CurrentYearMinus2Amt
Current Year Minus1$268CurrentYearMinus1Amt
Current Year$238CurrentYearAmt
Total$11,413TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$17,120GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus1$5,351CurrentYearMinus1Amt
Current Year$4,751CurrentYearAmt
Total$10,102TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$310OtherCostOrOtherBasisAmt
Depreciation$310DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$72,138OtherCostOrOtherBasisAmt
Depreciation$63,392DepreciationAmt
Book Value$8,746BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$8,746TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE ASSOCIATION COULD BE SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. THE ASSOCIATION'S FEDERAL AND STATE INFORMATION RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED STATUTES OF LIMITATIONS ON THOSE INFORMATION RETURNS. IN GENERAL, THE FEDERAL AND STATE INFORMATION RETURNS HAVE A THREE YEAR STATUTE OF LIMITATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE ASSOCIATION'S 2016, 2015 AND 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ASSOCIATION WOULD RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX PROVISIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PSU FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 SW 4TH AVEAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97201ZIPCd
FieldValueIRS element (for citing)
Recipient EIN930619733RecipientEIN
Cash Grant$10,500CashGrantAmt
Purpose Of GrantLIBRARY PROJECTPurposeOfGrantTxt

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
TitleEXEC. DIRECTORTitleTxt
Compensation Based On Rltd Orgs$131,582CompensationBasedOnRltdOrgsAmt
Deferred Comp Rltd Orgs$15,600DeferredCompRltdOrgsAmt
Nontaxable Benefits Rltd Orgs$6,338NontaxableBenefitsRltdOrgsAmt
Total Compensation Rltd Orgs$153,520TotalCompensationRltdOrgsAmt
Comp Report Prior990 Rltd Orgs$152,174CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4APORTLAND STATE UNIVERSITY.
FORM 990, PAGE 2, PART III, LINE 4DPORTLAND STATE UNIVERSITY ALUMNI ASSOCIATION INCLUDES OUR COMMUNITY OF OVER 180,000 PSU GRADUATES. 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.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST (AND CONFIDENTIAL REPORTING POLICY) ARE WRITTEN D OCUMENTS GIVEN TO EACH BOARD MEMBER AND RELATED EMPLOYEES ANNUALLY AND ALS O CONTAINED IN THE BOARD BOOKS. ANNUALLY, EACH BOARD MEMBER IS ASKED TO S IGN AND DATE A DOCUMENT ACKNOWLEDGING THEY HAVE READ AND UNDERSTAND THE DO CUMENTS AND THEY WILL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. THESE
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 OrgYes (true)GiftGrntOrCapContriToOthOrgInd
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$124,355FMV
PSU FOUNDATION
B$10,500COST
PSU FOUNDATION
O$504,092COST

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