2024-05-13T19:55:39-05:00 2023-06-30 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-07-01 930339108 ALUMNI ASSOCIATION OF THE UNIVERSITY OF OREGON INC ALUM 5413465657 1720 EAST 13TH AVENUE 119 EUGENE OR 97403 RAPHE BECK SECRETARY 5413465657 2024-05-13 1 RAPHE BECK XXX-XX-XXXX 1 WENDY CAMPOS P00448102 5032421447 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z UNIVERSITY OF OREGON ALUMNI ASSOCIATION RAPHE BECK 1720 EAST 13TH AVENUE 119 EUGENE OR 97403 1426956 0 X UOALUMNI.COM X 1935 OR SUPPORT HIGHER EDUCATION THROUGH ALUMNI ENGAGEMENT AND MEMBERSHIP. 43 43 1 350 47155 14327 73584 123897 606452 699713 53 1763 583397 601583 1263486 1426956 64654 60514 0 0 489991 485971 0 0 0 1158356 1460255 1713001 2006740 -449515 -579784 20884057 21228545 2993283 3452459 17890774 17776086 X THE UNIVERSITY OF OREGON ALUMNI ASSOCIATION FOSTERS LIFELONG RELATIONSHIPS, DEEPENS ENGAGEMENT, AND ADVOCATES ON BEHALF OF THE UNIVERSITY AND DUCK ALUMNI AROUND THE WORLD. 0 0 482291 231004 ENGAGEMENT SERVICES PROVIDES ADDITIONAL MEMBER ENGAGEMENT OPPORTUNITIES THROUGH A VARIETY OF EVENTS TO GENERATE UOAA MEMBERSHIPS AND DEVELOP NEW ENGAGEMENT AND FUNDRAISING OPPORTUNITIES WHICH CONTRIBUTES TO AND ENHANCES THE UNIVERSITY OF OREGON'S DONOR BASE. ENGAGEMENT ACTIVITIES FURTHER EXPERIENCES WHICH LINK STUDENTS, ALUMNI AND DONORS TO BOTH THE UOAA AND THE UNIVERSITY OF OREGON. THESE EFFORTS CONTRIBUTE TO FURTHERING RELATIONSHIPS AND ENGAGEMENTS OPPORTUNITIES IN SUPPORT OF THE UOAA GOALS AND MISSION. ENGAGEMENT ACTIVITIES ARE USED AS A BACKDROP TO FURTHER CULTIVATION AND STEWARDSHIP EFFORTS FOR OUR CONSTITUENT BASE. 368124 60514 ALUMNI GROUPS AND CONSTITUENCY ENGAGEMENT CONTINUED TO PROVIDE SUPPORT AND ENGAGEMENT OPPORTUNITIES THROUGH A VARIETY OF EVENTS AND SPONSORSHIPS HELD LOCALLY AND ACROSS THE US AS WELL AS INTERNATIONALLY TO GENERATE UOAA MEMEBERSHIP AND RAISE SCHOLARSHIP DOLLARS WHICH IN TURN FURTHERS THE UOAA'S PURPOSE. 172086 439254 THE UNIVERSITY OF OREGON ALUMNI ASSOCIATION HAS A DUES BASED MEMBERSHIP PROGRAM. THE MOST SIGNIFICANT REVENUE SOURCE IS GENERATED BY THREE TYPES OF MEMBERSHIPS (LIFE, ANNUAL, & STUDENT). MEMBERSHIP EXPENSES ARE BASED ON MARKETING AND ADVERTISING STRATEGIES WHICH INCLUDE MASS MAILING, DIRECT PHONE AND IN PERSON SOLICITATIONS, MEMBER APPRECIATION ACTIVITIES AND UNIVERSITY OF OREGON PARTNERSHIPS. ALL OTHER PROGRAMS INCLUDE THE INDIRECT COSTS TO OPERATE THE ASSOCIATION AS WELL AS BUSINESS DEVELOPMENT. COSTS INCLUDE STUDENT WAGES, LEGAL, GENERAL SUPPLIES & OPERATING, STAFF RECRUITMENT, TAXES & INSURANCE, TELEPHONES, OFFICE SPACE LEASE, POSTAGE AND SHIPPING, OFFICE MEETINGS, BANK FEES, ADMIN FEES, GIFT FEES AND BOARD MEETING EXPENSES. 1022501 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 1 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 43 43 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 0 0 OR X UOAA FINANCIAL SERVICES 5413466317 1720 EAST 13TH AVENUE SUITE 119 EUGENE OR 97403 MAYLIAN PAK PRESIDENT 1.00 X X 0 0 0 ERIN WATKINSON PRESIDENT-ELECT 1.00 X X 0 0 0 ERIK PARRISH TREASURER 1.00 X X 0 0 0 SAMI LYON STUDENT REP (THRU 6/23) 1.00 X 0 0 0 ALEXA TIEU WHIPPO DIRECTOR 1.00 X 0 0 0 AMY RADOCHONSKI DIRECTOR 1.00 X 0 0 0 ANETRA BROWN DIRECTOR 1.00 X 0 0 0 ANTHONY LAMBATOS DIRECTOR 1.00 X 0 0 0 APRIL KODA DIRECTOR 1.00 X 0 0 0 AWAB AL-RAWE DIRECTOR 1.00 X 0 0 0 DOMINIQUE BEAUMONT DIRECTOR 1.00 X 0 0 0 CHIP MESSENGER DIRECTOR (THRU 6/23) 1.00 X 0 0 0 EDDY MORALES DIRECTOR 1.00 X 0 0 0 DAN RYAN DIRECTOR 1.00 X 0 0 0 ELIZABETH AHERN DIRECTOR 1.00 X 0 0 0 DANIEL RESCHLY DIRECTOR (THRU 6/23) 1.00 X 0 0 0 ERIC SIOW DIRECTOR 1.00 X 0 0 0 DAVID HATTENHAUER DIRECTOR (THRU 6/23) 1.00 X 0 0 0 FAWZI ALKADI DIRECTOR 1.00 X 0 0 0 GABRIELLE SANDERS DIRECTOR 1.00 X 0 0 0 GRANT GUREWITZ DIRECTOR 1.00 X 0 0 0 JIM LOBDELL DIRECTOR (THRU 6/23) 1.00 X 0 0 0 JOHN BRANAM DIRECTOR 1.00 X 0 0 0 JOLENE BETTLES DIRECTOR 1.00 X 0 0 0 JOYCE LYNN GARRETT DIRECTOR 1.00 X 0 0 0 JULIA WONG DIRECTOR 1.00 X 0 0 0 JULIO TOMAS FLORES DIRECTOR (THRU 6/23) 1.00 X 0 0 0 KAIRA ESGATE DIRECTOR 1.00 X 0 0 0 KNEALII NG-OSORIO DIRECTOR 1.00 X 0 0 0 LUIS HERNNDEZ DIRECTOR 1.00 X 0 0 0 MAULIN PATEL DIRECTOR (THRU 6/23) 1.00 X 0 0 0 RACHEL GRUSHKIN SOLLENBERGER DIRECTOR 1.00 X 0 0 0 RANDY CHOY DIRECTOR 1.00 X 0 0 0 REID CARR DIRECTOR (THRU 6/23) 1.00 X 0 0 0 RICHARD KITUMBA DIRECTOR 1.00 X 0 0 0 ROSA CHVEZ DIRECTOR 1.00 X 0 0 0 RYAN NGUYEN DIRECTOR (THRU 6/23) 1.00 X 0 0 0 STEPHANIE SODEN-BACK DIRECTOR (THRU 9/22) 1.00 X 0 0 0 TAHIRA HAYES DIRECTOR (THRU 6/23) 1.00 X 0 0 0 TAHNI KALINA DIRECTOR 1.00 X 0 0 0 TERESA HOFFMAN DIRECTOR 1.00 X 0 0 0 MIKE ANDREASEN EX OFFICIO 1.00 X 0 0 0 CAROLYN LADD DIRECTOR (THRU 1/23) 1.00 X 0 0 0 DEBRA KAGAWA DIRECTOR 1.00 X 0 0 0 JOSEPH WAHL DIRECTOR 1.00 X 0 0 0 RAPHE BECK SECRETARY 40.00 X 490888 0 0 JAMES CHANG UNIVERSITY OF OREGON DIRECTOR OF DUCKS CAREER NETW 40.00 X 256263 0 0 SHANNON ROSE-PETERSON UNIVERSITY OF OREGON DIRECTOR ALUMNI ENGAGEMENT 40.00 X 233446 0 0 SUSAN ORDONEZ UNIVERSITY OF OREGON 40.00 X 197527 0 0 1178124 0 0 1 0 1 1 UO FOUNDATION 1720 EAST 13TH AVENUE EUGENE OR 97403 GIFT PROCESSING, INVESTEMENT MANAGEMENT 172085 1 123897 123897 MEMBERSHIP DUES 900099 439254 439254 ACTIVITIES REVENUE 900099 260459 231004 29455 699713 1763 1763 585919 2036 583883 ADVERTISING 541800 15664 15664 15664 1426956 670258 47155 585646 X 60514 60514 485971 485971 1065 1065 46461 46461 144308 144308 379340 363875 15465 55274 54559 715 173910 73603 100307 72336 65699 6637 103499 103499 79411 63749 15662 31968 2069 29899 224 224 18291 18291 EVENTS AND ACTIVITIES 335575 319940 15635 DUES AND SUBSCRIPTIONS 18593 18493 100 2006740 1022501 984239 0 525298 643283 230137 360418 27224 9670 101808 78929 142121 120255 19839374 19463271 18095 552719 20884057 21228545 159539 122018 2833744 2802693 0 527748 2993283 3452459 X 17890774 17776086 17890774 17776086 20884057 21228545 -579784 465375 -279 0 X 0 1 X 1 0 X 783521 723808 610741 540091 563151 3221312 783521 723808 610741 540091 563151 3221312 3221312 621917 503737 796658 523979 585646 3031937 33876 70677 9308 24157 16919 154937 4216 28936 3506 36658 6444844 692213 0.49980 0.52700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2006740 2006740 250337 62584 0 0 236070 225489 235650 250337 947546 1421319 59018 56372 58913 62584 236887 355331 19839373 465375 697170 144307 19463271 20298772 243550 679186 23763 19839373 16163922 173356 4540947 450000 129453 20298772 16327100 143064 37573 200000 143815 16163922 15466893 306641 793468 100000 139902 16327100 1.00000 0.00000 0.00000 1 0 0 LEASE LIABILITY 527748 527748 X 1892331 465375 465375 1426956 0 1426956 2006740 0 2006740 0 2006740 PART X, LINE 2: THE ASSOCIATION HAS BEEN RECOGNIZED AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES. THE ASSOCIATION RECOGNIZES AS UNRELATED BUSINESS INCOME, ROYALTY INCOME FROM VARIOUS PROGRAMS OF THE ASSOCIATION, WHICH MEET THE CRITERIA OF UNRELATED BUSINESS INCOME. TO THE EXTENT THAT THE ASSOCIATION WAS ASSESSED INTEREST OR PENALTIES ASSOCIATED WITH INCOME TAX POSITIONS, SUCH EXPENSE WOULD BE RECOGNIZED AS INTEREST EXPENSE. AS OF JUNE 30, 2023, AND 2022, THE ASSOCIATION HAD NO UNRECOGNIZED TAX BENEFITS. PART V, LINE 4 TO ESTABLISH AN ENDOWMENT WITH INCOME TO BE USED BY THE UNIVERSITY OF OREGON ALUMNI ASSOCIATION FOR ITS GENERAL PURPOSES. FUND ESTABLISHED TO FACILITATE THE IMPROVEMENT OF THE ALUMNI ASSOCIATION'S INVESTMENT OPPORTUNITIES BY ALLOWING THEIR FUNDS TO BE INVESTED ALONG WITH THE FUNDS OF THE UO FOUNDATION IN A PRE-EXISTING WILLAMETTE POOL. 1 UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 974030237 464727800 STATE OF OREGON 60514 0 SCHOLARSHIPS 1 0 PART I, LINE 2: ALL FUNDS RECEIVED BY THE ASSOCIATION FROM A DONOR ARE ADMINISTERED IN ACCORDANCE WITH THE WRITTEN INTENT OF THE DONOR. 0 0 0 0 0 0 0 0 0 RAPHE BECK SECRETARY 321360 0 10800 0 158728 0 0 0 0 0 490888 0 0 0 JAMES CHANG UNIVERSITY OF OREGON DIRECTOR OF DUC 147708 0 0 0 108555 0 0 0 0 0 256263 0 0 0 SHANNON ROSE-PETERSON UNIVERSITY OF OREGON DIRECTOR ALUMNI 135543 0 0 0 97903 0 0 0 0 0 233446 0 0 0 SUSAN ORDONEZ UNIVERSITY OF OREGON 112785 0 525 0 84217 0 0 0 0 0 197527 0 0 0 SCHEDULE J, PART II JAMES CHANG, SHANNON ROSE-PETERSON, AND SUSAN ORDONEZ ARE UNIVERSITY OF OREGON FOUNDATION EMPLOYEES COMPENSATED BY THE UNIVERSITY OF OREGON FOUNDATION TO PROVIDE SERVICES TO THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF OREGON. FORM 990, PART VI, SECTION A, LINE 8B THE SECRETARY OF THE BOARD SHALL HAVE THE RESPONSIBILITY FOR THE PREPARATION OF MINUTES OF MEETINGS OF THE BOARD AND FOR THE AUTHENTICATION OF RECORDS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL MAINTAIN AND DISTRIBUTE TO THE BOARD IN A TIMELY MANNER MINUTES OF ALL EXECUTIVE COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B AS DESIGNATED BY THE BYLAWS. FORM IS COMPLETED BY THE FINANCIAL SERVICES TEAM, THE EXECUTIVE DIRECTOR AND BOARD TREASURER. IT IS THEN FINALIZED WITH THE TAX PREPARER. AFTER IT IS FILED IT IS SHARED WITH THE EXECUTIVE COMMITTEE AND BUDGET AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION ROUTINELY MONITORS FOR THE POTENTIAL OF CONFLICTS OF INTEREST. DIRECTORS HAVE AN OBLIGATION TO DISCLOSE CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST PRIOR TO VOTING AS PER THER CONFLICTS OF INTEREST AND ANNUAL DISCLOSURE STATEMENT FOR UNIVERSITY OF OREGON ALUMNI ASSOCIATION DOCUMENT THAT IS SIGNED BY BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED, SET AND APPROVED BY THE UNIVERSITY OF OREGON. EVERY EFFORT WILL BE MADE TO MAINTAIN CONSISTENCY WITH OTHER UNVERSITY SALARIES, AND WITH SALARIES OF COMPARABLE OFFICIALS HAVING SIMILAR RESPONSIBILITIES. SALARIES OF ALL EMPLOYEES SUBJECT TO HIGHER EDUCATION PERSONNEL LAWS SHALL BE GOVERNED BY THE RULES AND PROCEDURES REQUIRED BY THOSE LAWS. THE VICE PRESIDENT FOR ADVANCEMENT CONDUCTS THE EXECUTIVE DIRECTOR'S ANNUAL PERFORMANCE REVIEW AS OUTLINED IN THE STATEMENT OF PRINCIPLES AND AGREEMENT BETWEEN THE UO AND UOAA. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G GIFT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,365. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,365. CULTIVATION: PROGRAM SERVICE EXPENSES 354,034. MANAGEMENT AND GENERAL EXPENSES 8,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 362,381. INCENTIVES: PROGRAM SERVICE EXPENSES 9,841. MANAGEMENT AND GENERAL EXPENSES 1,496. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,337. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,257. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,257.