ALUMNI ASSOCIATION OF THE UNIVERSI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1935

Legal Domicile

Principal Officer

RAPHE BECK

Phone

5413465656

Tax Period

2024-07-01 to 2025-06-30

ALUMNI ASSOCIATION OF THE UNIVERSITY OF OREGON INC, founded in 1935, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $3.3M exceeded revenue, resulting in a 130% operating deficit.

Mission

THE UNIVERSITY OF OREGON ALUMNI ASSOCIATION FOSTERS LIFELONG RELATIONSHIPS, DEEPENS ENGAGEMENT, AND ADVOCATES ON BEHALF OF THE UNIVERSITY AND DUCK ALUMNI AROUND THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $1,201,481 Revenue: $94,299

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...

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.

Program 2

Expenses: $721,356 Revenue: $110,802

ENGAGEMENT SERVICES PROVIDES ADDITIONAL MEMBER ENGAGEMENT OPPORTUNITIES THROUGH A VARIETY OF EVENTS TO GENERATE UOAA MEMBERSHIPS AND DEVELOP NEW ENGAGEMENT AND FUNDRAISING OPPORTUNITIES WHICH...

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.

Program 3

Expenses: $211,726 Revenue: $313,547

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $66,421

Program Service Revenue $564,508

Investment Income $3,192

Other Revenue $792,323

TOTAL REVENUE $1,426,444

Expense Breakdown

Grants Paid $59,054

Salaries & Benefits $233,890

Fundraising Expenses $0

Program Expenses $2,134,563

Other Expenses $2,987,843

TOTAL EXPENSES $3,280,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,426,444	$1,567,853	-0.1%
Expenses	$3,280,787	$2,172,692	+0.5%
Net Income	$-1,854,343	$-604,839	+2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

350

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$229,475

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN WATKINSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANTHONY LAMBATOS	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
GABBY WITTE	TREASURER	1.00	Officer Director	$0	$0	$0
ELIZABETH AHERN	DIRECTOR	1.00	Director	$0	$0	$0
FAWZI ALKADI	DIRECTOR	1.00	Director	$0	$0	$0
DOMINIQUE BEAUMONTE	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
JOLENE BETTLES	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTEN BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
ANETRA BROWN	DIRECTOR (THRU 06/25)	1.00	Director	$0	$0	$0
RANDY CHOY	DIRECTOR	1.00	Director	$0	$0	$0
EMILY ESCOBOSA	DIRECTOR	1.00	Director	$0	$0	$0
KAIRA ESGATE	DIRECTOR (THRU 06/25)	1.00	Director	$0	$0	$0
JOYCE LYNN GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
GRANT GUREWITZ	DIRECTOR (THRU 06/25)	1.00	Director	$0	$0	$0
JASMIN HARTMEIER	DIRECTOR	1.00	Director	$0	$0	$0
LUIS HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
TAHNI HIGASHIYAMA	DIRECTOR	1.00	Director	$0	$0	$0
HUGH JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA KAGAWA	DIRECTOR	1.00	Director	$0	$0	$0
COLIN KELLY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD KITUMBA	DIRECTOR (THRU 06/25)	1.00	Director	$0	$0	$0
APRIL KODA	DIRECTOR	1.00	Director	$0	$0	$0
LISA LAWRENCE BRODY	DIRECTOR	1.00	Director	$0	$0	$0
GREG LEO	DIRECTOR	1.00	Director	$0	$0	$0
NICK MACILVEEN	DIRECTOR	1.00	Director	$0	$0	$0
EDDY MORALES	DIRECTOR	1.00	Director	$0	$0	$0
KANEALII NG-OSORIO	DIRECTOR	1.00	Director	$0	$0	$0
ERIK PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PAULSEN	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA QUINN	DIRECTOR	1.00	Director	$0	$0	$0
AMY RADOCHONSKI	DIRECTOR (THRU 06/25)	1.00	Director	$0	$0	$0
WILLIAM GRIER ROSS	DIRECTOR	1.00	Director	$0	$0	$0
MOLLIE SCHNEIDER-HALVORSEN	DIRECTOR	1.00	Director	$0	$0	$0
OLIVER SCHWEIZER	DIRECTOR	1.00	Director	$0	$0	$0
GRANT SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SOLLENBERGER	DIRECTOR (THRU 06/25)	1.00	Director	$0	$0	$0
ALEXA TIEU WHIPPO	DIRECTOR	1.00	Director	$0	$0	$0
JOSE SIMON VILLA	DIRECTOR	1.00	Director	$0	$0	$0
JULIA WONG	DIRECTOR	1.00	Director	$0	$0	$0
BRANDI ZEMAN	DIRECTOR	1.00	Director	$0	$0	$0
RAPHE BECK	SECRETARY	40.00	Officer	$229,475	$0	$229,475
JAMES CHANG UNIVERSITY OF OREGON	DIRECTOR OF CAREER NETWORKING, MEMBERSHIP	40.00	Highest	$101,697	$0	$101,697

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,426,444	$3,280,787	$22,461,733	$-1,854,343
2024	$1,567,853	$2,172,692	$22,664,390	$-604,839
2023	$1,426,956	$2,006,740	$21,228,545	$-579,784
2022	$1,263,486	$1,713,001	$20,884,057	$-449,515
2021	$2,555,814	$1,509,788	$21,027,924	$1,046,026
2020	$1,564,960	$1,721,392	$17,057,198	$-156,432
2019	$2,506,332	$1,846,754	$17,256,921	$659,578
2018	$2,075,064	$1,172,328	$16,763,844	$902,736

ALUMNI ASSOCIATION OF THE UNIVERSITY OF OREGON INC