Civic Intelligence

Oakland University Chapter American Assoc of University Prof

EIN 38-2006471 • 501(c)5 • Rochester, MI

Profile

Improve the quality of oakland university by protecting academic freedom, tenure, and upholding faculty rights and due process.

654 Pioneer Dr Oakland UniversityRochester, MI 48309

oaklandaaup.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Net Margin

92nd percentile

38%

Higher net margin than 92% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$112,457

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

7.1%

Faster revenue growth than 54% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,764,922

Up $116,842 (+7.1%) from 2023

Liabilities

Down

$0

Down $4,000 (-100%) from 2023

Net Assets

Up

$1,764,922

Up $120,842 (+7.4%) from 2023

Revenue

Up

$494,489

Up $13,343 (+2.8%) from 2023

Expenses

Up

$512,252

Up $248,071 (+94%) from 2023

Net Income

Down

-$17,763

Down $234,728 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $632,055Liabilities 2011: $981Net Assets 2011: $631,0742011Assets 2012: $603,925Liabilities 2012: $650Net Assets 2012: $603,2752012Assets 2013: $629,925Liabilities 2013: $0Net Assets 2013: $629,9252013Assets 2014: $772,144Liabilities 2014: $0Net Assets 2014: $772,1442014Assets 2015: $925,651Liabilities 2015: $0Net Assets 2015: $925,6512015Assets 2016: $929,001Liabilities 2016: $0Net Assets 2016: $929,0012016Assets 2017: $1,062,820Liabilities 2017: $0Net Assets 2017: $1,062,8202017Assets 2018: $1,136,939Liabilities 2018: $0Net Assets 2018: $1,136,9392018Assets 2019: $1,162,181Liabilities 2019: $0Net Assets 2019: $1,162,1812019Assets 2020: $1,288,150Liabilities 2020: $81Net Assets 2020: $1,288,0692020Assets 2021: $1,341,119Liabilities 2021: $0Net Assets 2021: $1,341,1192021Assets 2022: $1,309,135Liabilities 2022: $0Net Assets 2022: $1,309,1352022Assets 2023: $1,648,080Liabilities 2023: $4,000Net Assets 2023: $1,644,0802023Assets 2024: $1,764,922Liabilities 2024: $0Net Assets 2024: $1,764,9222024

Highlighted filing

2024

Assets$1,764,922
Liabilities$0
Net Assets$1,764,922

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $354,614Expenses 2011: $315,348Net Income 2011: $39,2662011Revenue 2012: $374,477Expenses 2012: $399,674Net Income 2012: -$25,1972012Revenue 2013: $399,344Expenses 2013: $401,557Net Income 2013: -$2,2132013Revenue 2014: $432,749Expenses 2014: $329,233Net Income 2014: $103,5162014Revenue 2015: $452,855Expenses 2015: $302,141Net Income 2015: $150,7142015Revenue 2016: $384,819Expenses 2016: $365,645Net Income 2016: $19,1742016Revenue 2017: $389,003Expenses 2017: $297,916Net Income 2017: $91,0872017Revenue 2018: $780,119Expenses 2018: $357,212Net Income 2018: $422,9072018Revenue 2019: $415,289Expenses 2019: $384,300Net Income 2019: $30,9892019Revenue 2020: $458,834Expenses 2020: $452,432Net Income 2020: $6,4022020Revenue 2021: $519,694Expenses 2021: $520,637Net Income 2021: -$9432021Revenue 2022: $509,613Expenses 2022: $348,854Net Income 2022: $160,7592022Revenue 2023: $481,146Expenses 2023: $264,181Net Income 2023: $216,9652023Revenue 2024: $494,489Expenses 2024: $512,252Net Income 2024: -$17,7632024

Highlighted filing

2024

Revenue$494,489
Expenses$512,252
Net Income-$17,763

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.49$0.51$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.64$0.48$0.26$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.51$0.35$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.52$0.52$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.46$0.45$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.42$0.38$0.03
2018Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.78$0.36$0.42
2017Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.39$0.30$0.09
2016Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.38$0.37$0.02
2015Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.45$0.30$0.15
2014Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.43$0.33$0.10
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.40$0.40$0.00
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.37$0.40$0.03
2011Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.35$0.32$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 16, 2023
Return Version
2022v4.1
Gross Receipts
$509,613
Mission and Program Overview

Mission

Improve the quality of oakland university by protecting academic freedom, tenure, and upholding faculty rights and due process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$707,080$563,952▼ $143,128
Savings and Temporary Cash Investments$497,650$465,214▼ $32,436
Cash and Non-Interest-Bearing Accounts$130,712$278,964▲ $148,252
Prepaid Expenses and Deferred Charges$3,671--
Land, Buildings, and Equipment, Net$2,006$1,005▼ $1,001
Total Assets$1,341,119$1,309,135▼ $31,984
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,341,119$1,309,135▼ $31,984
Total Net Assets Fund Balance$1,341,119$1,309,135▼ $31,984
Total Liabilities and Net Assets / Fund Balance$1,341,119$1,309,135▼ $31,984

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,235-$8,235
Equipment$-7,230$7,230-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy PollardExecutive DiFT$86,726$17,144$103,870

Board Members and Trustees

NameTitle
Karen MillerPresident
Bernadette DonohueAt-large Mem
Douglas WendellAt-large Mem
Helen LevensonAt-large Mem
Kathleen BattlesAt-large Mem
Lori OstergaardAt-large Mem
Michael LatchaAt-large Mem
Diane HartmusContract Off
Jennifer ThorGrievance of
Joy Ruihua JiangTreasurer
Caitlin DemskyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$457,434
Program Service Revenue
$0
Investment Income
$52,179
Other Revenue
$0
Change in Net Assets
$160,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,888
Salaries, Compensation, and Employee Benefits$120,966
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$134,086
Other Salaries and Wages---$86,726
Fees for Services Legal---$47,494
Other Employee Benefits---$27,491
Insurance---$13,250
Grants to Domestic Orgs---$10,000
Payroll Taxes---$6,749
Office Expenses---$5,484
Travel---$3,984
Advertising---$3,118
Fees for Services Accounting---$3,100
Information Technology---$2,514
Depreciation Depletion---$1,000
Other Expenses---$608
Total Functional Expenses$0$0$0$348,854
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oakland UniversityRochester, MI501c3Employee Hardship$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members of the collective bargaining unit are comprised of teaching faculty at oakland university.

Form 990, Page 6, Part VI, Line 7A

The membership periodically elects the officers of the organization.

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed and approved by the executive director prior to filing.

Form 990, Page 6, Part VI, Line 15A

Executive director compensation is determined by the executive committee.

Form 990, Page 6, Part VI, Line 19

Upon request and supported by legal counsel, the association will make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
American Association of University
EIN
38-2006471
Phone
2483702005
Address
654 PIONEER DR OAKLAND UNIVERSITY, ROCHESTER, MI 48309

Signing Officer

Name
Amy Pollard
Title
Executive Director
Phone
2483702005
Signed
2023-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Miller
Formed
1971
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
11
Employees
1

Preparer

Firm
Davison & Associates CPA
Address
3250 W BIG BEAVER RD STE 450, TROY, MI 48084
Preparer
Jeffrey C Jablonski CPA
Phone
2486430026
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Improve the quality of oakland university by protecting academic freedom, tenure, and upholding faculty rights and due process.

Form 990, Part XII

Line 1 - method of accounting the organization uses the modified cash method of accounting, whereby investments are reported at fair value, and unrealized gains and losses are recognized.

Raw XML Appendix351 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/TotalAmt03118
IRS990/BooksInCareOfDetail/PersonNm0AMY POLLARD
IRS990/BooksInCareOfDetail/PhoneNum02483702005
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0654 PIONEER DR
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0OAKLAND UNIVERSITY
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048309
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt0130712
IRS990/CashNonInterestBearingGrp/EOYAmt0278964
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0457434
IRS990/CYGrantsAndSimilarPaidAmt010000
IRS990/CYInvestmentIncomeAmt052179
IRS990/CYOtherExpensesAmt0217888
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0160759
IRS990/CYSalariesCompEmpBnftPaidAmt0120966
IRS990/CYTotalExpensesAmt0348854
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0509613
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt01000
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IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03100
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt017144
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm0AMY POLLARD
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN BATTLES
IRS990/Form990PartVIISectionAGrp/PersonNm2CAITLIN DEMSKY
IRS990/Form990PartVIISectionAGrp/PersonNm3BERNADETTE DONOHUE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1AT-LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3AT-LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt4CONTRACT OFF
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT-LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT-LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9AT-LARGE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt10GRIEVANCE OF
IRS990/Form990PartVIISectionAGrp/TitleTxt11AT-LARGE MEM
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IRS990/GrantsToOrganizationsInd0true
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IRS990/OtherExpensesGrp/Desc1MEALS AND ENTERTAINMENT
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IRS990/PartialLiquidationInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03671
IRS990/PrincipalOfficerNm0KAREN MILLER
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0IMPROVE THE QUALITY OF OAKLAND UNIVERSITY BY PROTECTING ACADEMIC FREEDOM, TENURE, AND UPHOLDING FACULTY RIGHTS AND DUE PROCESS.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OAKLAND UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0381714400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02200 N SQUIRREL RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCHESTER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IMPROVE THE QUALITY OF OAKLAND UNIVERSITY BY PROTECTING ACADEMIC FREEDOM, TENURE, AND UPHOLDING FACULTY RIGHTS AND DUE PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE COLLECTIVE BARGAINING UNIT ARE COMPRISED OF TEACHING FACULTY AT OAKLAND UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERSHIP PERIODICALLY ELECTS THE OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST AND SUPPORTED BY LEGAL COUNSEL, THE ASSOCIATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LINE 1 - METHOD OF ACCOUNTING THE ORGANIZATION USES THE MODIFIED CASH METHOD OF ACCOUNTING, WHEREBY INVESTMENTS ARE REPORTED AT FAIR VALUE, AND UNREALIZED GAINS AND LOSSES ARE RECOGNIZED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01309135
IRS990/TravelGrp/TotalAmt03984
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0OAKLANDAAUP.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY POLLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02483702005
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN ASSOCIATION OF UNIVERSITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSORS OAKLAND AAUP
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0382006471
ReturnHeader/Filer/PhoneNum02483702005
ReturnHeader/Filer/USAddress/AddressLine1Txt0654 PIONEER DR OAKLAND UNIVERSITY
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048309
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383212773
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVISON & ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03250 W BIG BEAVER RD STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048084
ReturnHeader/PreparerPersonGrp/PhoneNum02486430026
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C JABLONSKI CPA
ReturnHeader/ReturnTs02023-03-11T11:35:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLLARD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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