Civic Intelligence

Oregon Alpha Alumni Association

990 • Fiscal year 2022 • EIN 93-6031204

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 01, 2022

Organization Profile
2079 SE 8th DrRenton, WA 98055

(503) 715-6498

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.36x

Higher debt load relative to assets than 67% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

2.44x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-25%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

73%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$1,920,771

Down $44,200 (-2.2%) from 2021

Net Assets

Down

$1,229,544

Down $70,423 (-5.4%) from 2021

Liabilities

Up

$691,227

Up $26,223 (+3.9%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin6th percentile

Revenue

Up

$283,073

Up $119,776 (+73%) from 2021

Expenses

Up

$352,707

Up $208,918 (+145%) from 2021

Net Income

Down

-$69,634

Down $89,142 (-457%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$1,920,771
Liabilities$691,227
Net Assets$1,229,544
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$283,073
Expenses$352,707
Net Income-$69,634
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 1, 2022
Return Version
2021v4.0
Gross Receipts
$283,073
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 alpha epsilon oregon alpha chapter. Provide housing for members while attending college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,890,906$1,881,986▼ $8,920
Cash and Non-Interest-Bearing Accounts$68,539$32,053▼ $36,486
Prepaid Expenses and Deferred Charges$5,526$5,526→ $0
Savings and Temporary Cash Investments-$1,206-
Total Assets$1,964,971$1,920,771▼ $44,200
Liabilities
Unsecured Notes Loans Payable$628,877$603,860▼ $25,017
Accounts Payable and Accrued Expenses$36,127$87,367▲ $51,240
Total Liabilities$665,004$691,227▲ $26,223
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,299,967$1,229,544▼ $70,423
Total Net Assets Fund Balance$1,299,967$1,229,544▼ $70,423
Total Liabilities and Net Assets / Fund Balance$1,964,971$1,920,771▼ $44,200

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,524,229$625,627$2,149,856
Land$320,000-$320,000
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Gavin BrownPresident
Steve CookBoard Member
Ken MaddoxDirector of Alumn
John NeriDirector of Commu
Jake RoselliTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Greek ApronMeal Supplier1574 COBURG ROAD 414, Eugene, OR 97401-4802$124,006
Revenue and Support

Revenue Composition

Contributions and Grants
$21,716
Program Service Revenue
$261,357
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-69,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$341,666
Professional Fundraising Fees$11,041
Total Fundraising Expense$11,041
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$57,880--$57,880
Interest$25,323--$25,323
Other Expenses$12,666--$12,666
All Other Expenses$12,202--$12,202
Fees for Services Professional Fundraising--$11,041$11,041
Depreciation Depletion$8,092--$8,092
Fees for Services Accounting$1,025--$1,025
Fees for Services Legal$695--$695
Total Functional Expenses$341,666$0$11,041$352,707
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$11,041

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$21,716---
Total Events$21,716---
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
2079 SE 8TH DR, RENTON, WA 98055

Signing Officer

Name
Jake Roselli
Title
Treasurer
Phone
5037156498
Signed
2022-09-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jake Roselli
Formed
1912
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Greek Resource Services LLC
Address
PO BOX 1880, TUSCALOOSA, AL 35403-1880
Preparer
Cindy Neal
Phone
2057587754
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, Page 5, Part V, Line 3B

“Form 990t was not filed since the entity had no investment income for the tax year.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -789”

Raw XML Appendix302 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/AllOtherExpensesGrp/ProgramServicesAmt012202
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR OF ALUMN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIR OF COMMU
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IRS990/IRPDocumentCnt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE CLOSE ASSOCIATION BETWEEN ALUMNI AND UNDERGRADUATES TO MAINTAIN CHAPTER HOUSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990T WAS NOT FILED SINCE THE ENTITY HAD NO INVESTMENT INCOME FOR THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNED BY BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS REVIEW FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01920771
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0628877
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0603860
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02079 SE 8TH DRIVE
IRS990/USAddress/CityNm0RENTON
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098055
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAKE ROSELLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037156498
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON ALPHA ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0936031204
ReturnHeader/Filer/PhoneNum05037156498
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ReturnHeader/Filer/USAddress/CityNm0RENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098055
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/PhoneNum02057587754
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY NEAL
ReturnHeader/ReturnTs02022-09-06T12:31:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSELLI
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,920,771
Liabilities
$691,227
Net assets
$1,229,544
Revenue
$283,073
Expenses
$352,707
Net income
-$69,634
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