Civic Intelligence

Oregon Alpha Alumni Association

EIN 93-6031204 • 501(c)7 • Taulatin, OR

Profile

Promotion of close association between alumni and undergraduate members of sigma phi epsilon oregon alpha chapter. Provide housing for members while attending college.

8182 SW Piute CTTaulatin, OR 97062
Siviq Scores

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

Liabilities / Assets

71st percentile

0.41x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

1.89x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Net Margin

8th percentile

-19%

Higher net margin than 8% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

55th percentile

7.3%

Faster revenue growth than 55% of similar nonprofits.

501(c)7 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$2,001,065

Down $113,150 (-5.4%) from 2024

Liabilities

Down

$811,215

Down $27,984 (-3.3%) from 2024

Net Assets

Down

$1,189,850

Down $85,166 (-6.7%) from 2024

Operations
Liabilities / Revenue88th percentileNet Margin8th percentile

Revenue

Down

$428,660

Down $108,818 (-20%) from 2024

Expenses

Down

$511,680

Down $1,788 (-0.3%) from 2024

Net Income

Down

-$83,020

Down $107,030 (-446%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,781,731Liabilities 2011: $678,206Net Assets 2011: $1,103,5252011Assets 2012: $2,033,231Liabilities 2012: $976,774Net Assets 2012: $1,056,4572012Assets 2013: $2,001,350Liabilities 2013: $941,994Net Assets 2013: $1,059,3562013Assets 2014: $1,942,660Liabilities 2014: $908,906Net Assets 2014: $1,033,7542014Assets 2015: $1,962,933Liabilities 2015: $888,588Net Assets 2015: $1,074,3452015Assets 2016: $1,949,669Liabilities 2016: $852,975Net Assets 2016: $1,096,6942016Assets 2017: $1,804,774Liabilities 2017: $802,212Net Assets 2017: $1,002,5622017Assets 2018: $1,828,992Liabilities 2018: $761,750Net Assets 2018: $1,067,2422018Assets 2019: $1,903,838Liabilities 2019: $720,122Net Assets 2019: $1,183,7162019Assets 2020: $1,976,775Liabilities 2020: $696,048Net Assets 2020: $1,280,7272020Assets 2021: $1,964,971Liabilities 2021: $665,004Net Assets 2021: $1,299,9672021Assets 2022: $1,920,771Liabilities 2022: $691,227Net Assets 2022: $1,229,5442022Assets 2023: $1,991,934Liabilities 2023: $739,204Net Assets 2023: $1,252,7302023Assets 2024: $2,114,215Liabilities 2024: $839,199Net Assets 2024: $1,275,0162024Assets 2025: $2,001,065Liabilities 2025: $811,215Net Assets 2025: $1,189,8502025

Highlighted filing

2025

Assets$2,001,065
Liabilities$811,215
Net Assets$1,189,850
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $211,616Expenses 2011: $125,775Net Income 2011: $85,8412011Revenue 2012: $139,336Expenses 2012: $180,794Net Income 2012: -$41,4582012Revenue 2013: $230,556Expenses 2013: $227,657Net Income 2013: $2,8992013Revenue 2014: $243,648Expenses 2014: $269,250Net Income 2014: -$25,6022014Revenue 2015: $239,866Expenses 2015: $199,274Net Income 2015: $40,5922015Revenue 2016: $219,810Expenses 2016: $197,462Net Income 2016: $22,3482016Revenue 2017: $275,589Expenses 2017: $369,721Net Income 2017: -$94,1322017Revenue 2018: $345,450Expenses 2018: $280,770Net Income 2018: $64,6802018Revenue 2019: $481,947Expenses 2019: $360,510Net Income 2019: $121,4372019Revenue 2020: $422,977Expenses 2020: $325,966Net Income 2020: $97,0112020Revenue 2021: $163,297Expenses 2021: $143,789Net Income 2021: $19,5082021Revenue 2022: $283,073Expenses 2022: $352,707Net Income 2022: -$69,6342022Revenue 2023: $372,472Expenses 2023: $363,307Net Income 2023: $9,1652023Revenue 2024: $537,478Expenses 2024: $513,468Net Income 2024: $24,0102024Revenue 2025: $428,660Expenses 2025: $511,680Net Income 2025: -$83,0202025

Highlighted filing

2025

Revenue$428,660
Expenses$511,680
Net Income-$83,020
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,001,065
Liabilities
$811,215
Net assets
$1,189,850
Revenue
$428,660
Expenses
$511,680
Net income
-$83,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.81$1.19$0.43$0.51$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.84$1.28$0.54$0.51$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.74$1.25$0.37$0.36$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.69$1.23$0.28$0.35$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.96$0.67$1.30$0.16$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.70$1.28$0.42$0.33$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.72$1.18$0.48$0.36$0.12
2018Summary only. Only limited summary data is available for this year.$1.83$0.76$1.07$0.35$0.28$0.06
2017Summary only. Only limited summary data is available for this year.$1.80$0.80$1.00$0.28$0.37$0.09
2016Summary only. Only limited summary data is available for this year.$1.95$0.85$1.10$0.22$0.20$0.02
2015Summary only. Only limited summary data is available for this year.$1.96$0.89$1.07$0.24$0.20$0.04
2014Summary only. Only limited summary data is available for this year.$1.94$0.91$1.03$0.24$0.27$0.03
2013Summary only. Only limited summary data is available for this year.$2.00$0.94$1.06$0.23$0.23$0.00
2012Summary only. Only limited summary data is available for this year.$2.03$0.98$1.06$0.14$0.18$0.04
2011Summary only. Only limited summary data is available for this year.$1.78$0.68$1.10$0.21$0.13$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$428,660
Mission and Program Overview

Mission

Promotion of close association between alumni and undergraduate members of sigma alpha epsilon oregon alpha chapter.

Promotion of close association between alumni and undergraduate members of sigma phi epsilon oregon alpha chapter. Provide housing for members while attending college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,893,350$1,875,453▼ $17,897
Cash and Non-Interest-Bearing Accounts$202,417$125,612▼ $76,805
Savings and Temporary Cash Investments$12,922--
Prepaid Expenses and Deferred Charges$5,526--
Total Assets$2,114,215$2,001,065▼ $113,150
Liabilities
Unsecured Notes Loans Payable$816,330$796,943▼ $19,387
Accounts Payable and Accrued Expenses$22,869$14,272▼ $8,597
Total Liabilities$839,199$811,215▼ $27,984
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,275,016$1,189,850▼ $85,166
Total Net Assets Fund Balance$1,275,016$1,189,850▼ $85,166
Total Liabilities and Net Assets / Fund Balance$2,114,215$2,001,065▼ $113,150

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,555,453$647,131$2,202,584
Land$320,000-$320,000
Equipment-$52,021$52,021
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gavin BrownPresident
Ken MaddoxDirector of Alumn
Jamison ShieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$428,660
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-83,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$511,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$93,939--$93,939
Interest$53,051--$53,051
All Other Expenses$28,426--$28,426
Other Expenses$23,855--$23,855
Depreciation Depletion$6,735--$6,735
Fees for Services Accounting$745--$745
Total Functional Expenses$511,680$0$0$511,680
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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 10B

“GOVERNED BY BY-LAWS.”

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

“Officers review form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Oregon Alpha Alumni Association
EIN
93-6031204
Phone
5037156498
Address
8182 SW PIUTE CT, TAULATIN, OR 97062

Signing Officer

Name
Jamison Shields
Title
Treasurer
Phone
5037156498
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamison Shields
Formed
1912
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
8002766342
Supplemental Narrative

Additional Explanations

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

“Promote close association between alumni and undergraduates to maintain chapter house.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -2,146”

Raw XML Appendix265 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/Form990ProvidedToGvrnBodyInd0true
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IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05037156498
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON ALPHA ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0936031204
ReturnHeader/Filer/PhoneNum05037156498
ReturnHeader/Filer/USAddress/AddressLine1Txt08182 SW PIUTE CT
ReturnHeader/Filer/USAddress/CityNm0TAULATIN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEK RESOURCE SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1880
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSCALOOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0354031880
ReturnHeader/PreparerPersonGrp/PhoneNum08002766342
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02025-11-16T10:30:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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