Alumni Association Of The University Of Oregon
- Assets
- $21.0m
- Revenue
- $2.6m
- Investments
- $0.0
- Employees
- 0
- Location
- Eugene, OR
- Founding
- 11/1996
- Data as of
- 06/2021
- EIN
- 93-0339108
Organization Overview
Alumni Association Of The University Of Oregon, operating under the name University Of Oregon Alumni Association, is located in Eugene, OR. The organization was established in 1996. According to its NTEE Classification (B84) the organization is classified as: Alumni Associations, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. University Of Oregon Alumni Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, University Of Oregon Alumni Association generated $2.6m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.8% each year. All expenses for the organization totaled $1.5m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT HIGHER EDUCATION THROUGH ALUMNI ENGAGEMENT AND MEMBERSHIP.
Describe the Organization's Program Activity:
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.
THE UNIVERSITY OF OREGON ALUMNI ASSOCIATION HAS A DUES BASED MEMBERSHIP PROGRAM. THE MOST SIGNIFICANT REVENUE SOURCE IS GENERATED BY FOUR TYPES OF MEMBERSHIPS (LIFE, ANNUAL, 3-YEAR, & 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.
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. 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. IN 2020, THE PROGRAM EXPENSES WERE DOWN DUE TO LESS IN-PERSON EVENTS FOLLOWING THE GUIDELINES TO RESPOND TO COVID-19.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Raphe Beck Executive Director | Officer | 40 | $213,422 |
Adolf Zeman President | OfficerTrustee | 1 | $0 |
Renee Evans Past President | OfficerTrustee | 1 | $0 |
Maylian Pak President-Elect | OfficerTrustee | 1 | $0 |
Jim Lobdell Treasurer | OfficerTrustee | 1 | $0 |
Alison Battaglia Director | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Uo Foundation Gift Processing, Investment Management, | 6/29/20 | $147,181 |
Uo Foundation Gift Processing, Investment Management, | 6/29/20 | $147,181 |
Marketing Communications Resource Direct Mail Print And Mailings | 6/29/20 | $100,894 |
Marketing Communications Resource Direct Mail Print And Mailings | 6/29/20 | $100,894 |
Uo Foundation Gift Processing, Investment Management, | 6/29/20 | $147,181 |
Marketing Communications Resource Direct Mail Print And Mailings | 6/29/20 | $100,894 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $89,255 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $89,255 |
| Total Program Service Revenue | $529,038 |
| Investment income | $368,061 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $428,597 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,111,927 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,555,814 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $43,784 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $307,768 |
| Compensation of current officers, directors, key employees. | $307,768 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $418,580 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $583 |
| Fees for services: Accounting | $59,099 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $173,822 |
| Fees for services: Other | $2,430 |
| Advertising and promotion | $13,772 |
| Office expenses | $157,115 |
| Information technology | $107,204 |
| Royalties | $0 |
| Occupancy | $103,266 |
| Travel | $2,499 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $16,037 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $9,710 |
| All other expenses | $1,127 |
| Total functional expenses | $1,509,788 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $313,663 |
| Savings and temporary cash investments | $267,400 |
| Pledges and grants receivable | $24,117 |
| Accounts receivable, net | $33,711 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $82,145 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $20,300,333 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,555 |
| Total assets | $21,027,924 |
| Accounts payable and accrued expenses | $17,860 |
| Grants payable | $0 |
| Deferred revenue | $2,913,326 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,931,186 |
| Net assets without donor restrictions | $18,096,738 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $21,027,924 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Alumni Association Of The University Of Oregon has recieved totaling $23,022.
| Awarding Organization | Amount |
|---|---|
Oregon Community Foundation Portland, OR PURPOSE: Higher Education | $23,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $22 |
Endowment Analysis
| Beg. Balance | $16,163,922 |
| Earnings | $4,540,947 |
| Admin Expense | $129,453 |
| Net Contributions | $173,356 |
| Other Expense | $450,000 |
| Ending Balance | $20,298,772 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
California Alumni Association Berkeley, CA | $38,249,351 | $14,037,142 |
Weimar Institute Weimar, CA | $18,297,667 | $10,612,549 |
Oregon State University Alumni Association Inc O S U Corvallis, OR | $18,895,220 | $6,031,432 |
University Of Washington Alumni Association Seattle, WA | $25,037,147 | $2,885,363 |
Washington State University Alumni Association Pullman, WA | $15,982,988 | $2,687,677 |
Ucla Alumni Association Los Angeles, CA | $18,983,733 | $2,720,692 |
Alumni Association School Of Medicine Loma Linda University Loma Linda, CA | $21,070,782 | $4,635,468 |
Portland State University Alumni Association Portland, OR | $0 | $742,849 |
California Aggie Alumni Association Davis, CA | $7,429,243 | $1,694,563 |
Alumni Association Of The University Of Oregon Eugene, OR | $21,027,924 | $2,555,814 |
Uci Alumni Association Irvine, CA | $15,784,967 | $1,191,682 |
Lowell Alumni Association San Francisco, CA | $7,870,953 | $786,955 |