PORTLAND STATE UNIVERSITY ALUMNI: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PORTLAND STATE UNIVERSITY ALUMNI (EIN 93-1309774)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-06
IRS object ID
201713109349301746
Schema version
2016v3.0
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)
Return2017-11-06T13:49:36-08:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOTTAINI GALLUCCI & OHANLON PCBusinessNameLine1Txt

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 Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN931309774EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Portland State University Alumni AssocBusinessNameLine1Txt
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
Signature2017-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWIN B O'HANLONPreparerPersonNm
PTINP00012037PTIN
Phone5032331133PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

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$1,030,356GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
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 Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$6,783PYContributionsGrantsAmt
CY Contributions Grants$5,763CYContributionsGrantsAmt
PY Program Service Revenue$106,622PYProgramServiceRevenueAmt
CY Program Service Revenue$106,862CYProgramServiceRevenueAmt
PY Investment Income$151,591PYInvestmentIncomeAmt
CY Investment Income$226,374CYInvestmentIncomeAmt
PY Other Revenue$9,045PYOtherRevenueAmt
CY Other Revenue$11,805CYOtherRevenueAmt
PY Total Revenue$274,041PYTotalRevenueAmt
CY Total Revenue$350,804CYTotalRevenueAmt
CY Grants And Similar Paid$10,500CYGrantsAndSimilarPaidAmt
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$251,346PYOtherExpensesAmt
CY Other Expenses$227,699CYOtherExpensesAmt
PY Total Expenses$251,346PYTotalExpensesAmt
CY Total Expenses$238,199CYTotalExpensesAmt
PY Revenues Less Expenses$22,695PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$112,605CYRevenuesLessExpensesAmt
Total Assets BOY$1,616,654TotalAssetsBOYAmt
Total Assets EOY$1,668,077TotalAssetsEOYAmt
Total Liabilities BOY$5,795TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,524TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,610,859NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,662,553NetAssetsOrFundBalancesEOYAmt
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$189,645ExpenseAmt
Revenue$106,862RevenueAmt
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
Total Program Service Expenses$189,645TotalProgramServiceExpensesAmt
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 AssetsYes (true)ReportOtherAssetsInd
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
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
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
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Connor Kavanaugh
Director1.000.00Yes (X)$0$0$0
David Audley
Past President2.000.00Yes (X)$0$0$0Yes (X)
Dan Adams
Director1.000.00Yes (X)$0$0$0
Leila Aman
Director1.000.00Yes (X)$0$0$0
Eric Brown
Vice President2.000.00Yes (X)$0$0$0Yes (X)
Amanda Lamb
Director1.000.00Yes (X)$0$0$0
Janene Larson
Director1.000.00Yes (X)$0$0$0
Theresa Bell
Director1.000.00Yes (X)$0$0$0
Kati Reardon
Director1.000.00Yes (X)$0$0$0
Kirk Sidley
Director1.000.00Yes (X)$0$0$0
Trudy Toliver
Director1.000.00Yes (X)$0$0$0
Joel Morton
Director1.000.00Yes (X)$0$0$0
David Jamieson
Director1.000.00Yes (X)$0$0$0
Kelly Hossaini
Secretary2.000.00Yes (X)$0$0$0Yes (X)
Lori Heino-Royer
Director1.000.00Yes (X)$0$0$0
Lori Hensel
Treasurer2.000.00Yes (X)$0$0$0Yes (X)
Matthew Johnson
Director1.000.00Yes (X)$0$0$0
Bill Lemman
Emeritus1.000.00Yes (X)$0$0$0
Al Fitzpatrick
Emeritus1.000.00Yes (X)$0$0$0
Greg Meyer
President2.000.00Yes (X)$0$0$0Yes (X)
Sylvian Tom Bull
Exec. Director40.000.00$0$128,833$23,341Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$128,833TotReportableCompRltdOrgAmt
Total Other Compensation$23,341TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,763AllOtherContributionsAmt
Total Contributions$5,763TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescProgramsDesc
Business900099BusinessCd
Total Revenue Column$106,862TotalRevenueColumnAmt
Related Or Exempt Func Income$106,862RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$106,862TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,683TotalRevenueColumnAmt
Exclusion$27,683ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$878,243SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$679,552SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$198,691SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$198,691TotalRevenueColumnAmt
Related Or Exempt Func Income$198,691RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescRental IncomeDesc
Business900099BusinessCd
Total Revenue Column$11,805TotalRevenueColumnAmt
Related Or Exempt Func Income$11,805RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,805OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$350,804TotalRevenueColumnAmt
Related Or Exempt Func Income$317,358RelatedOrExemptFuncIncomeAmt
Exclusion$27,683ExclusionAmt

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$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Management And General$5,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,948TotalAmt
Management And General$9,948ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,092TotalAmt
Program Services$3,092ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,969TotalAmt
Program Services$8,969ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,208TotalAmt
Program Services$4,626ProgramServicesAmt
Management And General$3,582ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,036TotalAmt
Program Services$12,036ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$10,415TotalAmt
Management And General$10,415ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Events$109,215$109,215
Professional development$14,944$14,944
Meals and entertainment$14,181$9,358$4,823
Bank charges$10,273$10,273

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,517TotalAmt
Program Services$15,202ProgramServicesAmt
Management And General$4,315ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$238,199TotalAmt
Program Services$189,645ProgramServicesAmt
Management And General$48,554ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$40,497BOYAmt
EOY$30,360EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$380,305BOYAmt
EOY$128,933EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,053BOYAmt
EOY$9,206EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,946BOYAmt
EOY$6,745EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$72,448LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,801LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,548BOYAmt
EOY$10,647EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$727,868BOYAmt
EOY$1,279,426EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$445,437BOYAmt
EOY$202,760EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,616,654BOYAmt
EOY$1,668,077EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,795BOYAmt
EOY$5,524EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,795BOYAmt
EOY$5,524EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,610,859BOYAmt
EOY$1,662,553EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,610,859BOYAmt
EOY$1,662,553EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,616,654BOYAmt
EOY$1,668,077EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$112,605ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$60,911NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
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$4,499CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,183CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,783CurrentTaxYearMinus1YearAmt
Current Tax Year$5,763CurrentTaxYearAmt
Total$33,838TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$228,862CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$452,009CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$326,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$474,697CurrentTaxYearMinus1YearAmt
Current Tax Year$586,619CurrentTaxYearAmt
Total$2,068,962TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$233,361CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$461,192CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$334,385CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$481,480CurrentTaxYearMinus1YearAmt
Current Tax Year$592,382CurrentTaxYearAmt
Total$2,102,800TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,102,800PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$49,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,282CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,070CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,978CurrentTaxYearMinus1YearAmt
Current Tax Year$27,683CurrentTaxYearAmt
Total$250,848TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,892CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,045CurrentTaxYearMinus1YearAmt
Current Tax Year$11,805CurrentTaxYearAmt
Total$46,886TotalAmt
FieldValueIRS element (for citing)
Total Support$2,400,534TotalSupportAmt
Public Support CY1700.87600PublicSupportCY170Pct
Public Support PY1700.85390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,351FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,351FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,351FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,070FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$268FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$5,083FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,281FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$41,982CurrentYearMinus3Amt
Current Year Minus2$42,593CurrentYearMinus2Amt
Current Year Minus1$1,036CurrentYearMinus1Amt
Current Year$1,070CurrentYearAmt
Total$86,681TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$130,022LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$3,813CurrentYearMinus3Amt
Current Year Minus2$5,176CurrentYearMinus2Amt
Current Year Minus1$5,180CurrentYearMinus1Amt
Current Year$5,351CurrentYearAmt
Total$19,520TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$10,496CurrentYearMinus3Amt
Current Year Minus2$10,648CurrentYearMinus2Amt
Current Year Minus1$259CurrentYearMinus1Amt
Current Year$268CurrentYearAmt
Total$21,671TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$32,507GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year$5,351CurrentYearAmt
Total$5,351TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$310OtherCostOrOtherBasisAmt
Depreciation$187DepreciationAmt
Book Value$123BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$72,138OtherCostOrOtherBasisAmt
Depreciation$61,614DepreciationAmt
Book Value$10,524BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,647TotalBookValueLandBuildingsAmt
Total Book Value Other Assets$202,760TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
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 2015, 2014 and 2013 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
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantLibrary Open Electronic Resources PPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSylvian Tom BullPersonNm
TitleExec. DirectorTitleTxt
Compensation Based On Rltd Orgs$128,833CompensationBasedOnRltdOrgsAmt
Deferred Comp Rltd Orgs$15,285DeferredCompRltdOrgsAmt
Nontaxable Benefits Rltd Orgs$8,056NontaxableBenefitsRltdOrgsAmt
Total Compensation Rltd Orgs$152,174TotalCompensationRltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 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, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe conflict of interest (and confidential reporting policy) are written documents given to each board member and related employees annually and also contained in the board books. Annually, each board member is asked to sign and date a document acknowledging they have read and understand the documents and they will disclose any potential conflict of interest. These signed forms are kept on file in the office. The conflict of interest is also described in the board by-laws. The conflict of interest policy and the confidential reporting policy are reviewed with new members at the annual board member orientation. These documents are shared and discussed annually at the beginning of each new fiscal year during the September meeting.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableRelated 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 SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
Portland State University
PO Box 751PortlandOR97207481278529UniversityOR115N/Afalse
PSU Foundation
1600 SW Fourth Avenue Suite 730PortlandOR97201930619733Supports UniversityOR501(c)(3)N/Afalse170(b)(1)(A)(vi)
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$68,901FMV
PSU Foundation
b$10,500Cost
PSU Foundation
o$517,718Cost

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