2024-05-13T15:51:16-07:00 2023-06-30 990 2022-07-01 930470717 OREGON STATE UNIVERSITY ALUMNI ASSOCIATION INC OREG 5417372351 204 CH2M Hill Alumni Center Corvallis OR 97331 John Valva Executive Director 5417377845 2024-05-09 John Valva 999009999 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z John Valva 204 CH2M Hill Alumni Center Corvallis OR 97331 5342363 0 X www.fororegonstate.org X 1956 OR Inspire a lifelong connection to Oregon State University for alumni, students, and friends through learning, advocacy and community. 24 24 0 24 169374 0 633231 1156046 387388 577744 2351886 -176490 2658927 3081047 6031432 4638347 52332 80832 0 0 2148422 2242536 0 0 12002 1699699 2031149 3900453 4354517 2130979 283830 18895220 19855272 245909 277591 18649311 19577681 Inspire a lifelong connection to Oregon State University for alumni, students, and friends through learning, advocacy and community. 0 0 591218 0 224833 Alumni Magazine - the Oregon Stater magazine is distributed to all alumni, more than 194,000 households. The magazine is also delivered online in a tablet-friendly, flex-page format. Campus partners' mini-magazines are inserted in each issue. Counting non-mailed circulation, 390,034 Oregon Staters and 129,987 partner inserts were distributed in FY 2023. 428006 0 89444 Athletics Program - The Alumni Association supports Oregon State University athletics and engages alumni by hosting programs at home and away events throughout the year. 342287 0 6134 Membership Program - The Alumni Association serves all alumni, and relies on the support of members, now 20,163 strong, to make it happen. Members enjoy discounts on events, goods, and services while helping the Association meet its mission of growing the OSU network, supporting students and building pride in the University. 1675205 0 0 Program personnel costs 351634 0 0 Depreciation 96415 0 0 Marketing program expenses 91342 0 0 Event expenses 80832 80832 0 Scholarships 67066 0 0 Professional & Consulting 61346 0 0 Career program expenses 48947 0 0 Regional Networks program expenses 34853 0 0 Travel & Transporation 33877 0 0 Rental & Lease expense 28008 0 0 Computer Software 22772 0 0 Other Services & Fees 35970 0 0 All other program expenses. 0 0 257333 Other revenue: Travel Tours commissions - $112,586, Alumni Center fees - $85,606, Regional & Other Programs - $59,141 2628267 80832 257333 3989778 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X Patricia Nowak 5417374922 OSU Foundation 4238 SW Research Way Corvallis OR 973331068 John Valva Executive Director 0.00 40.00 X 0 261820 60924 Tory Campbell Assoc Exec Director - Experience 0.00 40.00 X 0 151211 36828 Christi L Kasten Sr. Assoc Exec Director, OSUAA 0.00 30.00 X 0 138460 46451 Julie B Schwartz Assoc Exec Director, Programs 0.00 40.00 X 0 131794 34784 Julie Lambert Chair 1 0 X X 0 0 0 Dan Jarman Vice Chair 1 0 X X 0 0 0 Jim Coats Treasurer 1 0 X X 0 0 0 Lori Rush Past Chair 1 0 X X 0 0 0 Bob Bluhm Director 1 0 X 0 0 0 Jay Boatwright Director 1 0 X 0 0 0 Sharada Bose Director 1 0 X 0 0 0 Claire Brown Director 1 0 X 0 0 0 Mary Coucher Director 1 0 X 0 0 0 Eric Feldhusen Director 1 0 X 0 0 0 Sean Gordon Director 1 0 X 0 0 0 Conrad Hurdle Director 1 0 X 0 0 0 Pamalyn Johnson Director 1 0 X 0 0 0 Doug Kutella Director 1 0 X 0 0 0 Keith Leavitt Director 1 0 X 0 0 0 Holly McKinney Director 1 0 X 0 0 0 David Molina Director 1 0 X 0 0 0 Victoria Nguyen Director 1 0 X 0 0 0 Candy Pierson-Charlton Director 1 0 X 0 0 0 Denver Pugh Director 1 0 X 0 0 0 Jonathan Riley Director 1 0 X 0 0 0 Michelle Rossolo Director 1 0 X 0 0 0 Michael Whitten Director 1 0 X 0 0 0 Jessica Wolfer Director 1 0 X 0 0 0 0 683285 178987 4 0 1 0 Journal Graphics Inc PO Box 10346 Portland OR 97296 printing services 267855 1 0 407081 0 0 0 748965 0 1156046 Oregon Stater Magazine 511190 224833 170784 54049 0 Alumni Engagement Programs 900099 111064 111064 0 0 Alumni Center 531120 85606 85606 0 0 Travel Tours 561520 112586 0 112586 0 Regional Engagement Programs 900099 37521 37521 0 0 6134 6134 0 0 577744 54 0 0 54 0 0 0 0 175500 0 6500 169000 500814 17818 93163 21579 407651 -3761 403890 0 -3761 407651 412730 0 589274 0 -176544 0 -176544 -176544 0 0 0 Contract Support - Oregon State University 900099 2008543 2008543 0 0 Inter/Intrafund Transfers 900099 493090 493090 0 0 24 24 0 0 2501657 4638347 2736222 169374 576705 80832 80832 878892 757194 121698 0 909250 856104 53146 0 170148 166547 3601 0 193169 183398 9771 0 91077 86921 4156 0 6268 0 6268 0 0 309592 250525 47400 11667 10343 10343 178300 161906 16059 335 85225 76939 8286 30008 30008 105033 91314 13719 4869 1028 3841 49 49 372288 351634 20654 20059 45 20014 Oregon Stater Magazine 424104 424104 0 0 Program Events 348010 348010 0 0 Membership 35125 35125 0 0 Administrative Gift Fees 37597 37597 0 0 64279 40204 24075 0 4354517 3989778 352737 12002 1054839 1033285 0 0 140359 721902 56242 64376 7137707 2314488 5195508 4823219 12349025 13113993 99247 98497 18895220 19855272 208651 239902 37258 37689 245909 277591 X 16836926 17123757 1812385 2453924 18649311 19577681 18895220 19855272 X 283830 644540 130664 0 0 -130664 X X 0 1 X 1 0 X 687103 696324 704822 633231 687531 3409011 141115 161239 123035 145042 130664 701095 828218 857563 827857 778273 818195 4110106 4110106 384554 415846 326652 208981 175554 1511587 1591 -4882 7664 -15694 0 -11321 5610372 12606012 0.73259 0.73390 X Schedule A, Part II, Line 10 Accrued income from endowment pooled investments. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1560435 597091 63327 0 0 29972 2190881 1685625 102475 -222345 0 0 5320 1560435 1151993 182389 369036 0 17793 0 1685625 926482 178528 77216 22330 23 7880 1151993 900072 12560 49357 28754 6753 0 926482 0 1 0 0 1 1 0 0 0 0 6305163 1672078 4633085 0 530514 407361 123153 0 283220 216239 66981 0 18810 18810 0 4823219 0 0 Pooled Investment Fund - Held by OSU Foundation 13113993 F 13113993 Schedule D, Part V, Line 4 Endowment funds are primarily intended for scholarships benefiting students attending Oregon State University. Other endowments support the operating activities of the Alumni Association, including the annual homecoming event and the 50-year reunion. 1 College Tuition Scholarships to Students 67 80832 0 Cash N/A Schedule I, Part I, Line 2 Procedures for monitoring the use of grant fund scholarships are issued and monitored by Oregon State University financial aid office. X X 1 1 X 0 0 0 0 0 0 0 0 0 John Valva Executive Director 0 260320 0 1500 0 0 0 44257 0 16667 0 322744 0 0 Tory Campbell Assoc Exec Director - Experience 0 149711 0 1500 0 0 0 27298 0 9530 0 188039 0 0 Christi L Kasten Sr. Assoc Exec Director, OSUAA 0 136960 0 1500 0 0 0 24890 0 21561 0 184911 0 0 Julie B Schwartz Assoc Exec Director, Programs 0 130294 0 1500 0 0 0 22512 0 12272 0 166578 0 0 Schedule J, Part I, Line 1a In accordance with Alumni Association policy, travel expenses of the spouse of the Executive Director will be paid only if the spouse/companion has been asked to represent the Association in an official capacity and his/her presence is critical for the conduct of such official business. Memberships at health or social clubs are deemed critical for the conduct of official business by providing access to meeting and event facilities for the facilitating the cultivation and stewardship of alumni and donors. The Association pays for the club dues of the Executive Director. Form 990, Part V, Line 1a The Oregon State University Foundation (OSUF) provides accounting services, including accounts payable for OSUAA. With respect to independent contractors, any Form 1099 reporting requirements are fulfilled by OSUF. Form 990, Part V, Line 2a All staff working for the Alumni Assocation are actually employees of the OSU Foundation. Therefore, all wage and tax reporting including W2s, W3s and Forms 941 are reported by the Foundation. Form 990, Part VI, Section A, Line 6 The Oregon State University Foundation (OSUF) is the sole member of the Oregon State University Alumni Association. Form 990, Part VI, Section A, Line 7a The OSUAA has a sole member, the OSUF. As sole member, the OSUF has the power to appoint directors of the OSUAA. Form 990, Part VI, Section B, Line 11b The Organization's process to the review Form 990: Form 990 will be sent to the executive committee for approval prior to being filed. Form 990, Part VI, Section B, Line 12c Enforcement of Conflicts of Interest Policy: OSUAA monitors transactions with related parties and questions potential conflicts. Form 990, Part VI, Section B, Line 15 Compensation Process for Top Official: OSUF human resources department determines and approves compensation. Form 990, Part VI, Section C, Line 19 Governing documents are available upon request. Form 990, Part XI, Line 9 Value of accrued donated services and use of facilities provided by Oregon State University. Included are utilities, custodial and building maintenance. Form 990, Part XII, Line 2c The OSU Foundation Audit Committee has the responsibility for oversight in the selection of an independent accountant and the audit of the consolidated financial statements, which includes OSUAA. Oregon State University Foundation 4238 SW Research Way Corvallis OR 973331068 936022772 Private fundraising for Oregon State University OR 501(c)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 Oregon State University Foundation m 0 On an annual basis, the OSU Annual Giving Staff provide solicitation services for OSUAA via phone or mail to raise funds for scholarships. Oregon State University Foundation m 12863 Fees paid to OSUF for gifts processed via credit card. Oregon State University Foundation o 0 On a daily operational basis, all finance functions for OSUAA are performed by OSUF staff at no cost. Oregon State University Foundation r 37597 Administrative gift fee assessment paid to OSUF for gifts designated to OSUAA. Oregon State University Foundation s 5872 Net inter-fund and intra-fund transfers from OSUF to OSUAA. Oregon State University Foundation s 487218 Endowment earnings transferred from pooled investments at OSUF to OSUAA.