Civic Intelligence

Oregon State University Alumni Association Inc

EIN 93-0470717 • 501(c)3 • Corvallis, OR

View Organization Page

Profile

Be an indispensable part of oregon state university by engaging alumni and friends in the life, promotion, and advancement of the university.

204 Ch2m Hill Alumni CtrCorvallis, OR 97331-6300

osualum.com

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.06x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

54th percentile

6.1%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$290,084

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

50th percentile

5.1%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-23%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$20,613,601

Up $758,329 (+3.8%) from 2023

Liabilities

Up

$333,629

Up $56,038 (+20%) from 2023

Net Assets

Up

$20,279,972

Up $702,291 (+3.6%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin54th percentile

Revenue

Down

$4,528,838

Down $109,509 (-2.4%) from 2023

Expenses

Up

$4,993,706

Up $639,189 (+15%) from 2023

Net Income

Down

-$464,868

Down $748,698 (-264%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$30M$20M$10M$0Assets 2010: $18,212,571Liabilities 2010: $229,422Net Assets 2010: $17,983,1492010Assets 2011: $19,989,502Liabilities 2011: $294,866Net Assets 2011: $19,694,6362011Assets 2012: $19,242,073Liabilities 2012: $350,594Net Assets 2012: $18,891,4792012Assets 2013: $19,676,898Liabilities 2013: $428,278Net Assets 2013: $19,248,6202013Assets 2014: $20,776,499Liabilities 2014: $469,089Net Assets 2014: $20,307,4102014Assets 2015: $19,761,290Liabilities 2015: $396,184Net Assets 2015: $19,365,1062015Assets 2016: $19,196,514Liabilities 2016: $463,185Net Assets 2016: $18,733,3292016Assets 2017: $18,926,791Liabilities 2017: $396,486Net Assets 2017: $18,530,3052017Assets 2018: $19,639,970Liabilities 2018: $163,506Net Assets 2018: $19,476,4642018Assets 2019: $19,895,858Liabilities 2019: $249,845Net Assets 2019: $19,646,0132019Assets 2020: $19,007,738Liabilities 2020: $249,516Net Assets 2020: $18,758,2222020Assets 2021: $20,823,098Liabilities 2021: $315,278Net Assets 2021: $20,507,8202021Assets 2022: $18,895,220Liabilities 2022: $245,909Net Assets 2022: $18,649,3112022Assets 2023: $19,855,272Liabilities 2023: $277,591Net Assets 2023: $19,577,6812023Assets 2024: $20,613,601Liabilities 2024: $333,629Net Assets 2024: $20,279,9722024

Highlighted filing

2024

Assets$20,613,601
Liabilities$333,629
Net Assets$20,279,972
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,278,4082010Expenses 2011: $2,828,2512011Expenses 2012: $3,294,7302012Expenses 2013: $3,529,3082013Revenue 2014: $3,622,573Expenses 2014: $3,607,305Net Income 2014: $15,2682014Revenue 2015: $4,005,536Expenses 2015: $3,727,118Net Income 2015: $278,4182015Revenue 2016: $3,330,392Expenses 2016: $4,073,090Net Income 2016: -$742,6982016Revenue 2017: $3,699,999Expenses 2017: $4,259,533Net Income 2017: -$559,5342017Revenue 2018: $6,694,106Expenses 2018: $4,971,296Net Income 2018: $1,722,8102018Revenue 2019: $4,186,807Expenses 2019: $4,477,374Net Income 2019: -$290,5672019Revenue 2020: $4,082,821Expenses 2020: $4,661,480Net Income 2020: -$578,6592020Revenue 2021: $4,477,192Expenses 2021: $3,915,335Net Income 2021: $561,8572021Revenue 2022: $6,031,432Expenses 2022: $3,900,453Net Income 2022: $2,130,9792022Revenue 2023: $4,638,347Expenses 2023: $4,354,517Net Income 2023: $283,8302023Revenue 2024: $4,528,838Expenses 2024: $4,993,706Net Income 2024: -$464,8682024

Highlighted filing

2024

Revenue$4,528,838
Expenses$4,993,706
Net Income-$464,868
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,613,601
Liabilities
$333,629
Net assets
$20,279,972
Revenue
$4,528,838
Expenses
$4,993,706
Net income
-$464,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$0.33$20.3$4.53$4.99$0.46
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.28$19.6$4.64$4.35$0.28
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.25$18.6$6.03$3.90$2.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.32$20.5$4.48$3.92$0.56
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.25$18.8$4.08$4.66$0.58
2019Detailed filing. Detailed filing data is available for this year.$19.9$0.25$19.6$4.19$4.48$0.29
2018Detailed filing. Detailed filing data is available for this year.$19.6$0.16$19.5$6.69$4.97$1.72
2017Detailed filing. Detailed filing data is available for this year.$18.9$0.40$18.5$3.70$4.26$0.56
2016Detailed filing. Detailed filing data is available for this year.$19.2$0.46$18.7$3.33$4.07$0.74
2015Detailed filing. Detailed filing data is available for this year.$19.8$0.40$19.4$4.01$3.73$0.28
2014Detailed filing. Detailed filing data is available for this year.$20.8$0.47$20.3$3.62$3.61$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.7$0.43$19.2$3.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.35$18.9$3.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.29$19.7$2.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.23$18.0$2.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$6,792,127
Mission and Program Overview

Mission

Inspire a lifelong connection to Oregon State University for alumni, students, and friends through learning, advocacy and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$13,113,993$14,584,332▲ $1,470,339
Land, Buildings, and Equipment, Net$4,823,219$4,576,815▼ $246,404
Cash and Non-Interest-Bearing Accounts$1,033,285$688,726▼ $344,559
Accounts Receivable$721,902$574,238▼ $147,664
Prepaid Expenses and Deferred Charges$64,376$90,993▲ $26,617
Total Assets$19,855,272$20,613,601▲ $758,329
Other Assets Total$98,497$98,497→ $0
Liabilities
Accounts Payable and Accrued Expenses$239,902$295,298▲ $55,396
Deferred Revenue$37,689$38,331▲ $642
Total Liabilities$277,591$333,629▲ $56,038
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,123,757$17,100,980▼ $22,777
Net Assets With Donor Restrictions$2,453,924$3,178,992▲ $725,068
Total Net Assets Fund Balance$19,577,681$20,279,972▲ $702,291
Total Liabilities and Net Assets / Fund Balance$19,855,272$20,613,601▲ $758,329

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,334,177$1,970,986$6,305,163
Leasehold Improvements$201,450$461,859$663,309
Equipment$41,188$242,032$283,220
Other Land Buildings$0$18,810$18,810
Land$0-$0
Other Securities$14,584,332--
Closely Held Equity Interests$0--
Financial Derivatives$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,190,881$534,321▲ $112,887$0$2,811,262
2022$1,560,435$597,091▲ $63,327$0$2,190,881
2021$1,685,625$102,475▼ $222,345$0$1,560,435
2020$1,151,993$182,389▲ $369,036$0$1,685,625
2019$926,482$178,528▲ $77,216$23$1,151,993
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Julie LambertChair
Lori RushPast Chair
Dan JarmanVice Chair
Tory CampbellAssoc Exec Director - Experience
Julie B SchwartzAssoc Exec Director, Programs
Candy Pierson-CharltonDirector
Claire BrownDirector
Conrad HurdleDirector
David MolinaDirector
Denver PughDirector
Doug KutellaDirector
Eric FeldhusenDirector
Holly McKinneyDirector
Jay BoatwrightDirector
Jessica WolferDirector
Jim CoatsDirector
Jonathan RileyDirector
Keith LeavittDirector
Kelley KaiserDirector
Lee MillerDirector
Marcia TorresDirector
Mary CoucherDirector
Michael WhittenDirector
Michelle RossoloDirector
Pamalyn JohnsonDirector
Sean GordonDirector
Sharada BoseDirector
Syesha ThomasDirector
Victoria NguyenDirector
John ValvaExecutive Director
Bob BluhmTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Journal Graphics IncMagazine printing and mailing servicesPO Box 10346, Portland, OR 97296$418,484
Revenue and Support

Revenue Composition

Contributions and Grants
$1,152,872
Program Service Revenue
$618,106
Investment Income
$-477,166
Other Revenue
$3,235,026
All Other Contributions
$717,744
Change in Net Assets
$-464,868

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$265,774Fair Market Value (FMV)
Total Noncash Contributions2$265,774-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,558,113
Other Expenses$2,356,592
Grants and Similar Amounts Paid$79,001
Total Fundraising Expense$9,997
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,152,940$14,677$0$1,167,617
Current Officers, Directors, Trustees, and Key Employees$809,154$112,052$0$921,206
Fees for Services Other$451,962$7,127$0$459,089
Depreciation Depletion$357,996$21,204$0$379,200
Other Employee Benefits$198,519$3,618$0$202,137
Office Expenses$170,480$9,389$9,997$189,866
Pension Plan Contributions$144,461$5,492$0$149,953
Travel$105,428$27,696$0$133,124
Payroll Taxes$115,837$1,363$0$117,200
All Other Expenses$66,689$32,716$0$99,405
Grants to Domestic Individuals$79,001--$79,001
Information Technology$58,870$7,716$0$66,586
Other Expenses$35,648$0$0$35,648
Occupancy$33,852$0$0$33,852
Insurance$0$25,151$0$25,151
Conferences and Meetings$2,226$17,511$0$19,737
Advertising$18,618$0$0$18,618
Fees for Services Legal$0$1,482$0$1,482
Interest$0$18$0$18
Total Functional Expenses$4,696,497$287,212$9,997$4,993,706
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Oregon State University Alumni Association Inc
EIN
93-0470717
Phone
5417372351
Address
204 CH2M Hill Alumni Center, Corvallis, OR 97331

Signing Officer

Name
John Valva
Title
Executive Director
Phone
5417377845
Signed
2025-04-28

Organization Details

Principal Officer
John Valva
Formed
1956
Legal Domicile
Or
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
28
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4C

“Membership revenue of $4,997 is from event registrations. Membership dues totaling $435,128 have been reported on Part VIII, line 1b.”

Form 990, Part V, Line 1A

“IRS filings & Tax Compliance. - The Oregon State University Foundation (OSUF) provides accounting services, including accounts payable for OSUAA. With respect to independent contractors, any Form 1096/1099 reporting requirements are fulfilled by OSUF.”

Form 990, Part V, Line 2A

“All staff working for the Alumni Assocation are 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 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.”

Financial Statement Notes

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, reunions and recognition programs.”

Raw XML AppendixShowing 400 of 1,026 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.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/PersonNm0John Valva
IRS990/Form990PartVIISectionAGrp/PersonNm1Tory Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm2Julie B Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm3Julie Lambert
IRS990/Form990PartVIISectionAGrp/PersonNm4Dan Jarman
IRS990/Form990PartVIISectionAGrp/PersonNm5Bob Bluhm
IRS990/Form990PartVIISectionAGrp/PersonNm6Lori Rush
IRS990/Form990PartVIISectionAGrp/PersonNm7Jay Boatwright
IRS990/Form990PartVIISectionAGrp/PersonNm8Sharada Bose
IRS990/Form990PartVIISectionAGrp/PersonNm9Claire Brown
IRS990/Form990PartVIISectionAGrp/PersonNm10Jim Coats
IRS990/Form990PartVIISectionAGrp/PersonNm11Mary Coucher
IRS990/Form990PartVIISectionAGrp/PersonNm12Eric Feldhusen
IRS990/Form990PartVIISectionAGrp/PersonNm13Sean Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm14Conrad Hurdle
IRS990/Form990PartVIISectionAGrp/PersonNm15Pamalyn Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm16Kelley Kaiser
IRS990/Form990PartVIISectionAGrp/PersonNm17Doug Kutella
IRS990/Form990PartVIISectionAGrp/PersonNm18Keith Leavitt
IRS990/Form990PartVIISectionAGrp/PersonNm19Holly McKinney
IRS990/Form990PartVIISectionAGrp/PersonNm20Lee Miller
IRS990/Form990PartVIISectionAGrp/PersonNm21David Molina
IRS990/Form990PartVIISectionAGrp/PersonNm22Victoria Nguyen
IRS990/Form990PartVIISectionAGrp/PersonNm23Candy Pierson-Charlton
IRS990/Form990PartVIISectionAGrp/PersonNm24Denver Pugh
IRS990/Form990PartVIISectionAGrp/PersonNm25Jonathan Riley
IRS990/Form990PartVIISectionAGrp/PersonNm26Michelle Rossolo
IRS990/Form990PartVIISectionAGrp/PersonNm27Syesha Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm28Marcia Torres
IRS990/Form990PartVIISectionAGrp/PersonNm29Michael Whitten
IRS990/Form990PartVIISectionAGrp/PersonNm30Jessica Wolfer
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Assoc Exec Director - Experience
IRS990/Form990PartVIISectionAGrp/TitleTxt2Assoc Exec Director, Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30Director
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IRS990/FSAuditedInd01
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IRS990/InformationTechnologyGrp/FundraisingAmt00

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