Oregon State University Alumni Association (EIN 930470717) - Form 990 Financial Analysis & Trantor Score

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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

1956

Legal Domicile

Phone

5417372351

Tax Period

2024-07-01 to 2025-06-30

Oregon State University Alumni Association, founded in 1956, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2024. Expenses of $5.5M exceeded revenue, resulting in a 17% operating deficit.

Mission

Inspire a lifelong connection to Oregon State University for alumni, students, and friends through learning, advocacy and community.

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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 $651,356

Program Service Revenue $1,307,403

Investment Income $516,801

Other Revenue $2,261,240

TOTAL REVENUE $4,736,800

Expense Breakdown

Grants Paid $119,333

Salaries & Benefits $2,636,116

Fundraising Expenses $0

Program Expenses $4,711,495

Other Expenses $2,777,976

TOTAL EXPENSES $5,533,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,736,800	$4,528,838	+0.0%
Expenses	$5,533,425	$4,993,706	+0.1%
Net Income	$-796,625	$-464,868	+0.7%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bob Bluhm	Treasurer	N/A	Officer Director	$0	$0	$0
Dan Jarman	Chair	N/A	Officer Director	$0	$0	$0
Jonathan Riley	Vice Chair	N/A	Officer Director	$0	$0	$0
Candy Pierson-Charlson	Director	N/A	Director	$0	$0	$0
Casey Anderson	Director	N/A	Director	$0	$0	$0
Colin Huber	Director	N/A	Director	$0	$0	$0
Conrad Hurdle	Director	N/A	Director	$0	$0	$0
Denver Pugh	Director	N/A	Director	$0	$0	$0
Derek Abbey	Director	N/A	Director	$0	$0	$0
Dola Popoola	Student Representative	N/A	Director	$0	$0	$0
Dorian Smith	Director	N/A	Director	$0	$0	$0
Doug Kutella	Director	N/A	Director	$0	$0	$0
Eric Feldhusen	Director	N/A	Director	$0	$0	$0
Holly McKinney	Director	N/A	Director	$0	$0	$0
Jay Boatwright	Director	N/A	Director	$0	$0	$0
Jayathi Murthy	OSU President	N/A	Director	$0	$0	$0
Julie Lambert	Director	N/A	Director	$0	$0	$0
Keith Leavitt	Director	N/A	Director	$0	$0	$0
Kelley Kaiser	Director	N/A	Director	$0	$0	$0
Lee Miller	Director	N/A	Director	$0	$0	$0
Marcia Torres	Director	N/A	Director	$0	$0	$0
Mary Power	Liaison	N/A	Director	$0	$0	$0
Michael Whitten	Director	N/A	Director	$0	$0	$0
Michele Rossolo	Director	N/A	Director	$0	$0	$0
Sharada Bose	Director	N/A	Director	$0	$0	$0
Shawn Scoville	OSUF President & CEO	N/A	Director	$0	$0	$0
Victoria Nguyen	Director	N/A	Director	$0	$0	$0
John Valva	Executive Director	40.0	Highest	$0	$72,664	$350,795
Julie Schwartz	Sr. Dir., Parent and Family Engagement	40.0	Highest	$0	$38,142	$180,384
Scholle MacFarland	Editor, Oregon Stater, Mgr. Alumni Comm.	40.0	Highest	$0	$39,718	$140,782
Tory Campbell	Sr. Assoc. Exec. Dir., Experience	40.0	Highest	$0	$28,263	$142,959

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	$4,736,800	$5,533,425	$21,033,404	$-796,625
2024	$4,528,838	$4,993,706	$20,613,601	$-464,868
2023	$4,638,347	$4,354,517	$19,855,272	$283,830
2022	$6,031,432	$3,900,453	$18,895,220	$2,130,979
2021	$4,477,192	$3,915,335	$20,823,098	$561,857
2020	$4,082,821	$4,661,480	$19,007,738	$-578,659
2019	$4,186,807	$4,477,374	$19,895,858	$-290,567
2018	$6,694,106	$4,971,296	$19,639,970	$1,722,810

Oregon State University Alumni Association