TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) JAMES BAUER...................................................................... PRESIDENT (THROUGH 10/2019)	40.00 .................		X	166,621	22,428
(2) BRENT WILDER...................................................................... PRESIDENT	40.00 .................		X	118,801	27,901
(3) AUDREY BILGER...................................................................... MEMBER	2.00 .................	X		0	0
(4) JOSEPH BRIMHALL...................................................................... MEMBER	2.00 .................	X		0	0
(5) FRANK BURKHARTSMEYER...................................................................... MEMBER	2.00 .................	X		0	0
(6) JONATHAN CARDER...................................................................... MEMBER	2.00 .................	X		0	0
(7) JOHNNIE DRIESSNER...................................................................... MEMBER	2.00 .................	X		0	0
(8) ANDREA P COOK...................................................................... MEMBER	2.00 .................	X		0	0
(9) MILES DAVIS...................................................................... MEMBER	2.00 .................	X		0	0
(10) LESLEY M HALLICK...................................................................... MEMBER	2.00 .................	X		0	0
(11) DAVID K LYON...................................................................... MEMBER	2.00 .................	X		0	0
(12) MARK L POORMAN...................................................................... MEMBER	2.00 .................	X		0	0
(13) RANDY ROBERTS...................................................................... MEMBER	2.00 .................	X		0	0
(14) KRISTIN STATHIS...................................................................... MEMBER	2.00 .................	X		0	0
(15) STEPHEN THORSETT...................................................................... MEMBER	2.00 .................	X		0	0
(16) WIM WIEWEL...................................................................... MEMBER	2.00 .................	X		0	0
(17) JOSEPH WOMACK...................................................................... MEMBER	2.00 .................	X		0	0

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

OREGON ALLIANCE OF INDEPENDENT COLLEGES
& UNIVERSITIES

Employer identification number

93-0452083

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	793,011	1,177,176	964,158	943,352	739,251	4,616,948
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	793,011	1,177,176	964,158	943,352	739,251	4,616,948
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						1,110,531
6	Public support. Subtract line 5 from line 4.						3,506,417

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	793,011	1,177,176	964,158	943,352	739,251	4,616,948
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	2,870	10,354	14,390	15,197	10,488	53,299
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	456	1,613	40,336	320	3,092	45,817
11	Total support. Add lines 7 through 10						4,716,064

Gross receipts from related activities, etc. (see instructions) ..................

4,198,891

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

74.350 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

74.650 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	OTHER INCOME 45817

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

OREGON ALLIANCE OF INDEPENDENT COLLEGES
& UNIVERSITIES

Employer identification number

93-0452083

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES		Employer identification number 93-0452083

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES			Employer identification number 93-0452083
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

OREGON ALLIANCE OF INDEPENDENT COLLEGES
& UNIVERSITIES

Employer identification number

93-0452083

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2019

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	42,000
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	42,000
d	Other exempt purpose expenditures ...............................................................................	1,378,549
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	1,420,549
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	217,055
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	54,264
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) Total

2a	Lobbying nontaxable amount	222,653	235,906	237,070	217,055	912,684

b	Lobbying ceiling amount (150% of line 2a, column(e))					1,369,026

c	Total lobbying expenditures	40,560	40,800	41,900	42,000	165,260

d	Grassroots nontaxable amount	55,663	58,977	59,268	54,264	228,172

e	Grassroots ceiling amount (150% of line 2d, column (e))					342,258

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2019

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990 or 990EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

OREGON ALLIANCE OF INDEPENDENT COLLEGES
& UNIVERSITIES

Employer identification number

93-0452083

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	58,135	38,931	19,204
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				19,204

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) INTEREST IN A LIMITED LIABILITY COMPANY	642,716	F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	642,716

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)BENEFICIAL INTEREST IN PERPETUAL TRUST				74,604
(2)FUNDS HELD BY CASA OF OREGON				283,642
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				358,246

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,641,272
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	16,965
b	Donated services and use of facilities .........	2b	93,750
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	-2,234
e	Add lines 2a through 2d .....................			2e	108,481
3	Subtract line 2e from line 1..................			3	1,532,791
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,532,791

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,613,947
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	93,750
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	93,750
3	Subtract line 2e from line 1...................			3	1,520,197
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,520,197

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART XI, LINE 2D - OTHER ADJUSTMENTS:	DECREASE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -2,234.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
OREGON ALLIANCE OF INDEPENDENT COLLEGES
& UNIVERSITIES

Employer identification number
93-0452083

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) CONCORDIA UNIVERSITY 2811 NE HOLMAN STREET PORTLAND,OR97211	93-0391563	501(C)(3)	650	SUPPORT AND SCHOLARSHIPS
(2) CORBAN UNIVERSITY 5000 DEER PARK DRIVE SE SALEM,OR97317	94-1312349	501(C)(3)	81,588	SUPPORT AND SCHOLARSHIPS
(3) GEORGE FOX UNIVERSITY 414 N MERIDIAN BOX 6029 NEWBERG,OR97132	93-0386839	501(C)(3)	52,267	SUPPORT AND SCHOLARSHIPS
(4) LEWIS & CLARK COLLEGE 0615 SW PALATINE HILL ROAD PORTLAND,OR97219	93-0386858	501(C)(3)	49,854	SUPPORT AND SCHOLARSHIPS
(5) LINFIELD COLLEGE 900 SE BAKER STREET MCMINNVILLE,OR97128	93-0391586	501(C)(3)	101,039	SUPPORT AND SCHOLARSHIPS
(6) MULTNOMAH UNIVERSITY 8435 NE GLISAN STREET PORTLAND,OR97220	93-0398802	501(C)(3)	16,281	SUPPORT
(7) NORTHWEST CHRISTIAN UNIVERSITY 828 E 11TH AVENUE EUGENE,OR97401	93-0433696	501(C)(3)	69,269	SUPPORT AND SCHOLARSHIPS
(8) PACIFIC UNIVERSITY 2043 COLLEGE WAY FOREST GROVE,OR97116	93-0386892	501(C)(3)	58,185	SUPPORT AND SCHOLARSHIPS
(9) REED COLLEGE 3203 SE WOODSTOCK BOULEVARD PORTLAND,OR97202	93-0386908	501(C)(3)	20,765	SUPPORT AND SCHOLARSHIPS
(10) UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BOULEVARD PORTLAND,OR97203	93-0401259	501(C)(3)	82,257	SUPPORT AND SCHOLARSHIPS
(11) WARNER PACIFIC UNIVERSITY 2219 SE 68TH AVENUE PORTLAND,OR97215	93-0386890	501(C)(3)	179,335	SUPPORT AND SCHOLARSHIPS
(12) WILLAMETTE UNIVERSITY 900 STATE STREET SALEM,OR97301	93-0386972	501(C)(3)	62,809	SUPPORT AND SCHOLARSHIPS

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

GIFT TYPES - THE ALLIANCE TYPICALLY RECEIVES CONTRIBUTIONS IN THE FOLLOWING CATEGORIES DURING A GIVEN YEAR: UNRESTRICTED/UNDESIGNATED CONTRIBUTIONS - CONTRIBUTIONS THAT ARE NOT RESTRICTED FOR SPECIFIC PURPOSE(S) OR DESIGNATED FOR SPECIFIC MEMBER INSTITUTION(S). UNRESTRICTED/UNDESIGNATED CONTRIBUTIONS ARE DIVIDED AMONG THE MEMBER INSTITUTIONS USING THE FOLLOWING FORMULA: 60% EQUALLY AMONG THE TWELVE MEMBER INSTITUTIONS, AND 40% BY FULL-TIME STUDENT ENROLLMENT (FTE). UNRESTRICTED/DESIGNATED CONTRIBUTIONS - CONTRIBUTIONS THAT ARE NOT RESTRICTED FOR SPECIFIC PURPOSE(S), BUT ARE DESIGNATED FOR SPECIFIC MEMBER INSTITUTION(S). THESE CONTRIBUTIONS ARE DIVIDED AMONG THE DESIGNATED GROUP OF MEMBER INSTITUTIONS. RESTRICTED/UNDESIGNATED CONTRIBUTIONS - CONTRIBUTIONS THAT ARE RESTRICTED FOR SPECIFIC PURPOSE(S), BUT NOT DESIGNATED FOR SPECIFIC MEMBER INSTITUTION(S). RESTRICTED/DESIGNATED CONTRIBUTIONS - CONTRIBUTIONS THAT ARE RESTRICTED FOR SPECIFIC PURPOSE(S) AND DESIGNATED FOR SPECIFIC MEMBER INSTITUTION(S). RESTRICTED CONTRIBUTIONS ARE TYPICALLY DIVIDED EQUALLY AMONG THE MEMBER INSTITUTIONS OR AS THE DONOR DESIGNATES (I.E., A $12,000 NAMED SCHOLARSHIP CONTRIBUTION TYPICALLY PROVIDES TWELVE $1,000 SCHOLARSHIPS, ONE PER MEMBER INSTITUTION). IN-KIND CONTRIBUTIONS - NON-CASH CONTRIBUTIONS THAT BENEFIT THE OAICU OR THE MEMBER INSTITUTIONS. ALL MEMBERS ARE REQUIRED TO REPORT HOW FUNDS ARE UTILIZED ANNUALLY.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

OREGON ALLIANCE OF INDEPENDENT COLLEGES
& UNIVERSITIES

Employer identification number

93-0452083

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JAMES BAUER PRESIDENT (THROUGH 10/2019)	(i) (ii)	166,621 ------------- 0	0 ------------- 0	0 ------------- 0	16,830 ------------- 0	5,598 ------------- 0	189,049 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

OREGON ALLIANCE OF INDEPENDENT COLLEGES
& UNIVERSITIES

Employer identification number

93-0452083

Return Reference	Explanation
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	TO DATE, LINFIELD UNIVERSITY AND WILLAMETTE UNIVERSITY - BOTH OF WHICH ARE ALLIANCE MEMBER INSTITUTIONS - ARE THE ONLY INSTITUTIONS PARTICIPATING IN THE OREGON SCHOLARS PROGRAM. AT LINFIELD, STUDENTS WHO HAVE GRADUATED FROM AN OREGON HIGH SCHOOL OR HOME SCHOOL AND HAVE AN ACTIVE OREGON COLLEGE SAVINGS PLAN ACCOUNT FOR AT LEAST FOUR YEARS PRIOR TO ENROLLMENT RECEIVE A MATCH OF UP TO $500 PER SEMESTER FOR UP TO EIGHT SEMESTERS. AT WILLAMETTE, OREGON RESIDENTS ADMITTED TO A WILLAMETTE UNIVERSITY UNDERGRADUATE PROGRAM RECEIVE A MATCH OF UP TO $5,000 PER SEMESTER FOR UP TO EIGHT SEMESTERS. OTHER NOTABLE ACTIVITIES THAT SUPPORT ALLIANCE MEMBER INSTITUTIONS THE ALLIANCE CONVENES, INFORMS, AND ADVOCATES DURING THE COVID-19 PANDEMIC ON MARCH 18, 2020, OREGON GOVERNOR KATE BROWN ISSUED AN EXECUTIVE ORDER SUSPENDING IN-PERSON INSTRUCTION AT HIGHER EDUCATION INSTITUTIONS IN RESPONSE TO COVID-19. THE ALLIANCE INSTITUTIONS IMMEDIATELY MOVED THEIR IN-PERSON COURSES ONLINE, HELPED THEIR STUDENTS MOVE OUT OF THEIR RESIDENCE HALLS, AND INSTITUTED TELECOMMUTING POLICIES FOR ALL FACULTY AND STAFF TO WORK FROM REMOTELY. THROUGHOUT THE PANDEMIC, THE ALLIANCE HAS SERVED AS A CONVENER, INFORMER, AND ADVOCATE FOR ALL OF ITS MEMBER INSTITUTIONS. AS A CONVENER, THE ALLIANCE HAS HOSTED REGULAR VIRTUAL MEETINGS FOR 20 DIFFERENT GROUPS OF CAMPUS LEADERS TO SHARE, ASK QUESTIONS, AND SUPPORT ONE ANOTHER. AS AN INFORMER, THE ALLIANCE STAFF HAS KEPT CAMPUS LEADERS UPDATED ON EVERYTHING THEY LEARN, SUCH AS WHAT OREGON'S PUBLIC UNIVERSITIES ARE DOING, WHAT COLLEGES ACROSS THE COUNTRY ARE DOING, AND WHAT THE FEDERAL AND STATE GOVERNMENT IS DOING. AS AN ADVOCATE, WHETHER IT IS WITH THE OREGON HIGHER EDUCATION COORDINATING COMMISSION (HECC), STATE GOVERNMENT, FEDERAL GOVERNMENT, OR ANY OTHER ENTITY, THE ALLIANCE HAS DEFENDED ITS MEMBER INSTITUTIONS AND THEIR DECISIONS. IMMEDIATELY AFTER THE SUSPENSION OF IN-PERSON INSTRUCTION AT OREGON HIGHER EDUCATION INSTITUTIONS, THE ALLIANCE CREATED A GOOGLE SHEET TO SUMMARIZE AND TRACK EACH ALLIANCE INSTITUTION'S RESPONSE TO COVID-19. THIS GOOGLE SHEET IS UPDATED EVERY WEEKDAY AND HAS BEEN SHARED WIDELY WITH THE ALLIANCE COMMUNITY AND EXTERNAL STAKEHOLDERS, SUCH AS LEGISLATORS AND HIGHER EDUCATION ADVOCACY GROUPS. ADDITIONALLY, THE ALLIANCE HAS PROVIDED A COMPREHENSIVE "GO-TO" DOCUMENT OF VALUABLE COVID-19 RESOURCES AND LINKS TO ALL ALLIANCE INSTITUTIONS ON A MONTHLY BASIS. THE ALLIANCE ALSO FACILITATED THE ESTABLISHMENT OF BI-WEEKLY VIRTUAL MEETINGS BETWEEN MULTNOMAH COUNTY HEALTH DEPARTMENT OFFICIALS AND THE 12 ALLIANCE INSTITUTIONS, FOUR PUBLIC UNIVERSITIES, AND TWO COMMUNITY COLLEGES THAT HAVE CAMPUSES IN MULTNOMAH COUNTY. IN LATE APRIL, THE HECC CONVENED ALL OF THE OREGON'S COLLEGE AND UNIVERSITY LEADERS TO OUTLINE A PROPOSED PROCESS FOR RESUMING IN-PERSON INSTRUCTION IN THE FALL OF 2020. IN THE ENSUING DAYS, THE ALLIANCE PRESIDENT, ALONG WITH THE ASSOCIATION LEADERS FROM THE PUBLIC FOUR-YEAR INSTITUTIONS AND THE COMMUNITY COLLEGES, ASSEMBLED WORKGROUPS OF INSTITUTIONAL LEADERS FROM EACH SECTOR TO DEVELOP A SET OF RECOMMENDED GUIDELINES/PROTOCOLS FOR POTENTIAL STATE GUIDANCE FOR RESUMING POSTSECONDARY EDUCATION. USING A TEMPLATE PROVIDED BY THE HECC, THE WORKGROUPS DEVELOPED A SET OF RECOMMENDED GUIDELINES/PROTOCOLS FOR EACH OF THE FOUR MAJOR AREAS OF HIGHER EDUCATION ACTIVITY: GENERAL INSTRUCTION, RESEARCH, RESIDENTIAL AND DINING SERVICES, AND HEALTH CARE EDUCATION INSTRUCTION. THE RECOMMENDATIONS OF THE WORKGROUPS WERE THEN ALIGNED AND INCORPORATED INTO A SINGLE SET OF PROPOSED GUIDELINES/PROTOCOLS. IN MID-JUNE, THE HECC, IN PARTNERSHIP WITH THE OREGON HEALTH AUTHORITY, RELEASED THE FINAL SET OF PUBLIC HEALTH STANDARDS FOR THE RESUMPTION OF IN-PERSON EDUCATION AT OREGON COLLEGES AND UNIVERSITIES DURING THE PANDEMIC. ADDITIONALLY, GOVERNOR BROWN ISSUED EXECUTIVE ORDER 20-28, WHICH MANDATES COMPLIANCE PROCESSES RELATED TO MEETING MINIMUM REQUIREMENTS. TITLE IX TRAININGS AND THE FORMATION OF A "COLLECTIVE" FOR SUPPORT SERVICES HELP ALLIANCE INSTITUTIONS MEET NEW REGULATIONS ON A SHORT TIMELINE ON MAY 19, 2020, THE DEPARTMENT OF EDUCATION POSTED THE OFFICIAL VERSION OF ITS LONG-AWAITED FINAL REGULATIONS GOVERNING TITLE IX AND SEXUAL HARASSMENT, INCLUDING SEXUAL ASSAULT, TO THE FEDERAL REGISTER. THE NEW REGULATIONS ARE EXPECTED TO RADICALLY TRANSFORM HOW COLLEGES AND UNIVERSITIES HANDLE SEXUAL MISCONDUCT CASES BY IMPOSING STRICT NEW PROCEDURAL REQUIREMENTS THAT INSTITUTIONS MUST FOLLOW WHEN ADDRESSING SUCH COMPLAINTS. THE IMPLEMENTATION DEADLINE FOR THE NEW REGULATIONS WAS AUGUST 14, 2020, GIVING COLLEGES AND UNIVERSITIES LITTLE TIME TO PREPARE TO MEET THE NEW REQUIREMENTS. TO SUPPORT THIS IMPORTANT WORK AT ITS MEMBER CAMPUSES, IN JUNE, THE ALLIANCE HELD A SERIES OF FIVE TITLE IX TRAINING WEBINARS FOR ALL INDIVIDUALS AT ALLIANCE INSTITUTIONS WHO WORK WITH TITLE IX ISSUES. THE WEBINARS WERE LED BY ATTORNEYS WITH TITLE IX EXPERTISE AND EXPERIENCE AT BARRAN LIEBMAN, LLP AND STOEL RIVES, LLP. THE ALLIANCE ALSO COORDINATED A Q&A SESSION BETWEEN BARRAN LIEBMAN ATTORNEYS AND ALL ALLIANCE TITLE IX COORDINATORS IN JULY TO ADDRESS THEIR ADDITIONAL AND LINGERING QUESTIONS. ADDITIONALLY, THE ALLIANCE STAFF QUICKLY FACILITATED THE FORMATION OF AN ALLIANCE "COLLECTIVE" WITH GRAND RIVER SOLUTIONS (GRS), WHICH PROVIDES EXPERT TITLE IX, EQUITY, AND CLERY ACT SERVICES TO K-12 SCHOOLS AND INSTITUTIONS OF HIGHER EDUCATION. GRS OFFERS A PAY-AS-YOU-GO MODEL AND CAN PROVIDE INVESTIGATORS, HEARINGS OFFICERS, TRAINING, AND POLICY WRITING SUPPORT, AMONG OTHER SERVICES. TEN OF THE 15 ALLIANCE INSTITUTIONS OPTED TO JOIN THE ALLIANCE/GRAND RIVER SOLUTIONS COLLECTIVE AND WILL, THEREFORE, RECEIVE A DISCOUNTED RATE ON TITLE IX SERVICES AND SUPPORT AS NEEDED.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERSHIP OF THE ALLIANCE CONSISTS OF 18 PRIVATE NOT-FOR-PROFIT COLLEGES AND UNIVERSITIES (12 MEMBER INSTITUTIONS AND 6 AFFILIATE INSTITUTIONS). EACH INSTITUTION MUST BE FULLY ACCREDITED TO OFFER THE BACCALAUREATE DEGREE OR DEGREES BY THE NORTHWEST COMMISSION ON COLLEGES AND UNIVERSITIES. EACH INSTITUTION HAS EQUAL OPPORTUNITY FOR VOTING REPRESENTATION ON THE ALLIANCE BOARD OF DIRECTORS. AT ANY ONE TIME, ONE OR TWO AFFILIATE INSTITUTIONS HAS AN OPPORTUNITY FOR VOTING REPRESENTATION ON THE ALLIANCE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7A	AT NO TIME SHALL THE NUMBER OF TRUSTEES OF THE ALLIANCE BE FEWER THAN THIRTEEN (13) OR MORE THAN TWENTY-NINE (29) DIRECTORS OF THE ALLIANCE. THE NUMBER OF DIRECTORS SHALL BE SET FROM TIME TO TIME BY RESOLUTION OF THE BOARD. THE BOARD SHALL CONSIST OF (1) THE PRESIDENT OF, OR SUCH OTHER PERSON DESIGNATED BY THE GOVERNING BOARD OF, EACH MEMBER INSTITUTION; (2) ONE OR TWO "MEMBER PRESIDENT DIRECTORS" AS MAY BE SELECTED FROM TIME TO TIME BY THE BOARD FROM THOSE PERSONS WHO ARE THE PRESIDENT OF, OR SUCH OTHER PERSON DESIGNATED BY THE GOVERNING BOARD OF, AN AFFILIATE INSTITUTION; AND, (3) SUCH OTHER PERSONS AS MAY BE SELECTED FROM TIME TO TIME BY THE BOARD ("AT LARGE DIRECTORS"), PROVIDED THAT THE TOTAL NUMBER OF AT LARGE DIRECTORS, SHALL NOT EXCEED THE SUM OF MEMBER PRESIDENT DIRECTORS AND AFFILIATE PRESIDENT DIRECTORS (TOGETHER, THE "PRESIDENT DIRECTORS"). MEMBER PRESIDENT DIRECTORS SHALL SERVE AT THE PLEASURE OF THE GOVERNING BOARD OF THE MEMBER INSTITUTION THAT SELECTED SUCH PRESIDENT DIRECTOR FOR SO LONG AS SUCH MEMBER INSTITUTION CONTINUES TO BE A MEMBER OF THE ALLIANCE. AFFILIATE PRESIDENT DIRECTORS SHALL SERVE TERMS IN STAGGERED THREE-YEAR INTERVALS. NEW AFFILIATE PRESIDENT DIRECTORS WILL JOIN BASED ON AN ASCENDING ALPHABETICAL ROTATION BY INSTITUTION NAME. IF AN AFFILIATE PRESIDENT CHOOSES NOT TO SERVE AS A DIRECTOR, THE OPPORTUNITY SHALL PASS TO THE NEXT AFFILIATE PRESIDENT ON THE ROTATION SCHEDULE. IF, BEFORE COMPLETING THEIR TERM ON THE BOARD, AN AFFILIATE PRESIDENT DIRECTOR LEAVES THEIR INSTITUTION OR THAT INSTITUTION RELINQUISHES ITS ALLIANCE MEMBERSHIP, THE NEXT AFFILIATE PRESIDENT ON THE ROTATION SCHEDULE SHALL BE ELIGIBLE TO COMPLETE THE DEPARTING PRESIDENT'S TERM PLUS COMPLETE THEIR ORIGINALLY SCHEDULED THREE-YEAR TERM. THE TERM OF OFFICE OF AT LARGE DIRECTORS GENERALLY SHALL BE THREE (3) YEARS, COMMENCING ON THE DATE OF ELECTION AND ENDING ON A SPECIFIED ANNUAL MEETING DATE, OR OF HIS OR HER EARLIER DEATH, RESIGNATION OR REMOVAL. AT LARGE DIRECTORS MAY SERVE MULTIPLE, SUCCESSIVE OR NON-SUCCESSIVE THREE (3) YEAR TERMS. THE BOARD MAY ELECT A RETIRED DIRECTOR OF THE ALLIANCE AS A DIRECTOR EMERITUS. DIRECTORS EMERITI SHALL BE ENTITLED TO RECEIVE NOTICE OF ALL MEETINGS OF THE BOARD AND ATTEND AND PARTICIPATE IN DESIGNATED MEETINGS AND PLENARY SESSIONS, BUT SHALL NOT HAVE THE RIGHT TO VOTE, HOLD ANY OFFICE, NOR BE COUNTED IN DETERMINING THE NUMBER OF DIRECTORS REQUIRED TO CONSTITUTE A QUORUM OR IN DETERMINING THE PRESENCE OF A QUORUM AT MEETINGS OF THE BOARD. AN AT LARGE DIRECTOR MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY A MAJORITY VOTE OF THE BOARD. IF A VACANCY OCCURS IN THE BOARD WITH RESPECT TO AN AT LARGE DIRECTOR, THE BOARD MAY EITHER (1) FILL SUCH VACANCY BY THE AFFIRMATIVE VOTE OF THE BOARD, OR (2) ELECT NOT TO FILL SUCH VACANCY AND TO REDUCE THE NUMBER OF AT LARGE DIRECTORS. EACH DIRECTOR SHALL BE ENTITLED TO ONE VOTE AND MAY NOT BE REPRESENTED BY PROXY.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND REVIEWED BY MANAGEMENT. A COPY OF THE RETURN IS PROVIDED TO MEMBERS OF THE BOARD ELECTRONICALLY FOR THEIR REVIEW PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12	THE ALLIANCE DOES NOT HAVE A FORMAL WRITTEN POLICY. HOWEVER, EMPLOYEES ARE EXPECTED TO ADHERE TO ACCEPTABLE BUSINESS PRINCIPLES IN MATTERS OF PERSONAL AND BUSINESS CONDUCT, TO ACCEPT RESPONSIBILITY FOR THE APPROPRIATENESS OF THEIR OWN CONDUCT AND TO EXHIBIT A HIGH DEGREE OF PERSONAL INTEGRITY AT ALL TIMES. THE ALLIANCE EXPECTS ALL EMPLOYEES TO OBSERVE THE HIGHEST STANDARDS OF PROFESSIONALISM AT ALL TIMES, COMPLY WITH ALL LAWS APPLICABLE TO THE ALLIANCE BUSINESS WHEREVER CONDUCTED AND TREAT OTHERS (CUSTOMERS, SUPPLIERS, AND CO-WORKERS) WITH DIGNITY AND RESPECT. UNSATISFACTORY PERFORMANCE, WORK HABITS, OVERALL ATTITUDE, CONDUCT OR DEMEANOR; VIOLATION OF THE ALLICANCE POLICIES, PROCEDURES, GUIDELINES OR PRACTICES; OR ANY OTHER BEHAVIOR OR CONDUCT DEEMED INAPPROPRIATE BY THE ALLIANCE MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION.
FORM 990, PART VI, SECTION B, LINE 15	AT THE TIME OF HIRE FOR ALL EMPLOYEES, THE EXECUTIVE COMMITTEE IS PROVIDED WITH COMPARABLE COMPENSATION DATA IN THE FORM OF PUBLISHED STUDIES PROVIDED BY AN AFFILIATED ASSOCIATION AS WELL AS COMPENSATION DATA ON COMPARABLE POSITIONS AT MEMBER INSTITUTIONS AND THE LIKE. IT IS A POLICY OF THE ALLIANCE TO PROVIDE THE PRESIDENT/CEO AN ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE. EVALUATION OR FEEDBACK ALSO MAY BE MADE AT ANY TIME THE EXECUTIVE COMMITTEE BELIEVES THERE ARE PERFORMANCE DEFICIENCIES OR THE PROFESSIONAL GROWTH AND COMPETENCE OF THE PRESIDENT/CEO MAY BE ADVANCED. THE PRESIDENT/CEO SHOULD BE GIVEN AN OPPORTUNITY TO READ THE EVALUATION AND RECEIVE A COPY OF IT. A COPY IS ALSO MADE A PART OF THE PRESIDENT/CEO'S PERSONNEL RECORD. THE PRESIDENT/CEO IS REQUESTED TO SIGN THE EVALUATION AND, IF THE PRESIDENT/CEO SO DESIRES, A STATEMENT COMMENTING ON THE EVALUATION MAY BE ATTACHED. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. IT IS A POLICY OF THE ALLIANCE TO PROVIDE REGULAR EMPLOYEES AN ANNUAL EVALUATION AND AN EVALUATION BEFORE THE END OF ANY INTRODUCTORY PERIOD. EVALUATION OR FEEDBACK ALSO MAY BE MADE AT ANY TIME THE SUPERVISOR BELIEVES THERE ARE PERFORMANCE DEFICIENCIES OR THE PROFESSIONAL GROWTH AND COMPETENCE OF AN EMPLOYEE MAY BE ADVANCED. THE EMPLOYEE SHOULD BE GIVEN AN OPPORTUNITY TO READ THE EVALUATION AND RECEIVE A COPY OF IT. A COPY IS ALSO MADE A PART OF THE EMPLOYEE'S PERSONNEL RECORD. THE EMPLOYEE IS REQUESTED TO SIGN THE EVALUATION AND, IF THE EMPLOYEE SO DESIRES, AN EMPLOYEE'S STATEMENT COMMENTING ON THE EVALUATION MAY BE ATTACHED. COMPENSATION ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -2,234.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	943,352	739,251
9	Program service revenue (Part VIII, line 2g) .........	860,930	779,960
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	15,197	10,488
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	320	3,092
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,819,799	1,532,791
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	948,508	774,299
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	604,904	445,043
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 99,648
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	366,086	300,855
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,919,498	1,520,197
19	Revenue less expenses. Subtract line 18 from line 12.......	-99,699	12,594
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,829,611	1,929,697
21	Total liabilities (Part X, line 26).............	307,470	380,231
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,522,141	1,549,466

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,077,454 including grants of $ 774,299 ) (Revenue $ 779,960 )
	FUNDRAISING FOR STUDENT SCHOLARSHIPSALLIANCE SCHOLARSHIPS HELP 104 STUDENTS ACHIEVE THEIR DREAMSTHANKS TO INVESTMENTS BY OUR PARTICIPATING PARTNERS, THE ALLIANCE IS HELPING STUDENTS WITH SIGNIFICANT FINANCIAL NEED ACCESS HIGH-QUALITY EDUCATION AT ONE OF OREGON'S PRIVATE, NONPROFIT COLLEGES OR UNIVERSITIES, WITH THE PERSONAL ATTENTION AND SUPPORT THEY NEED TO SUCCEED - AND LESS DEBT THAN THEY MIGHT OTHERWISE HAVE.FOR THE 2019-20 ACADEMIC YEAR, 10 OF OUR DONORS PARTNERED WITH 104 STUDENTS THROUGH THE ALLIANCE'S NAMED SCHOLARSHIP PROGRAM AND A TOTAL OF $185,650 IN SCHOLARSHIP FUNDS WERE DISTRIBUTED. * 80 STUDENTS FROM OREGON RECEIVED NAMED SCHOLARSHIPS, TOTALING $126,514* 71 STUDENTS OF COLOR RECEIVED NAMED SCHOLARSHIPS, TOTALING $143,905* 64 FIRST-GENERATION STUDENTS RECEIVED NAMED SCHOLARSHIPS, TOTALING $113,100* 48 NAMED SCHOLARSHIP RECIPIENTS WERE BOTH STUDENTS OF COLOR AND FIRST-GENERATION STUDENTS AND RECEIVED A TOTAL OF $94,573* THE AVERAGE NAMED SCHOLARSHIP AWARD WAS $1,785 PER STUDENTALLIANCE MATCHED SAVINGS PROGRAMS LEVERAGE EVERY DOLLARIN 2007, THE ALLIANCE FORMED AN INNOVATIVE PARTNERSHIP WITH COMMUNITY AND SHELTER ASSISTANCE CORP. OF OREGON (CASA OF OREGON) TO CREATE AN EDUCATION INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROGRAM. THE PROGRAM IS DESIGNED TO HELP INCOME-ELIGIBLE OREGONIANS SECURE THE LIFETIME ASSET OF A COLLEGE EDUCATION. IN THIS PROGRAM, ALLIANCE MEMBER COLLEGE AND UNIVERSITY STUDENTS SAVE $500 AND RECEIVE A 6:1 MATCH THROUGH THE ALLIANCE. THIS TURNS $500 OF STUDENT SAVINGS INTO $3,500 PER YEAR FOR EACH PARTICIPATING STUDENT.THIS EDUCATION IDA PROGRAM, CALLED E3: EARN, EDUCATE, EMPOWER, IS AN IDEAL EXAMPLE OF HOW THE ALLIANCE LEVERAGES BOTH PRIVATE DONATIONS AND PUBLIC (STATE AND FEDERAL) RESOURCES. THE PUBLIC RESOURCES TARGET LOW-INCOME POPULATIONS, WHICH ALIGNS WITH THE ALLIANCE'S GOAL OF PROVIDING ACCESS, OPPORTUNITY, AND CHOICE FOR LOW-INCOME OREGONIANS, AS WELL AS UNDERSERVED POPULATIONS (E.G. STUDENTS OF COLOR, FIRST GENERATION STUDENTS, DACA STUDENTS, NON-NATIVE ENGLISH SPEAKERS). THE E3 PROGRAM HELPS ENSURE THAT YOUNG PEOPLE HAVE EQUAL OPPORTUNITY TO ACCESS THE QUALITY AND PERSONALIZED EXPERIENCE OFFERED AT OREGON'S PRIVATE INSTITUTIONS OF HIGHER EDUCATION. THE PROGRAM ALSO ADVANCES THE ALLIANCE'S DESIRE TO GRADUATE STUDENTS WHO HAVE THE SKILLS TO IMMEDIATELY IMPACT THE REGION'S TALENT NEEDS.PARTICIPATION HAS INCREASED STEADILY SINCE THE PROGRAM'S INCEPTION. TO DATE, NEARLY 630 STUDENTS AT ALLIANCE MEMBER INSTITUTIONS HAVE PARTICIPATED IN THE ALLIANCE EDUCATION IDA PROGRAM. THE AGGREGATE TOTAL OF PARTICIPATING STUDENTS' SAVINGS TO DATE IS $638,745, AND THE TOTAL MATCHES TENDERED TO THE MEMBER COLLEGES ON THESE STUDENTS' BEHALF IS NOW $3,496,236. WE PROJECT THAT PROGRAM INTEREST WILL CONTINUE TO GROW AT A SIMILAR RATE IN 2019-21 AND BEYOND. PROGRAMS THAT FACILITATE COLLABORATION AMONG MEMBER INSTITUTIONS & BUSINESS/INDUSTRYOREGON PRIVATE COLLEGE WEEK: A UNIFIED EFFORT AMONG MEMBER INSTITUTIONSTHE ALLIANCE HAS SERVED AS THE COORDINATING ORGANIZATION FOR OREGON PRIVATE COLLEGE WEEK (OPCW) SINCE 2014. OPCW IS DESIGNED TO PROVIDE VISIBILITY FOR THE INSTITUTIONS AND INTRODUCE PROSPECTIVE UNDERGRADUATE STUDENTS TO THE BENEFITS OF PRIVATE, BACCALAUREATE-LEVEL EDUCATION AND THE MANY CHOICES AVAILABLE IN THE STATE. TRADITIONALLY, DURING OPCW, EACH ALLIANCE MEMBER INSTITUTION HOSTS AN IN-PERSON INFORMATION SESSION AND CAMPUS TOUR TWICE PER DAY, MONDAY-FRIDAY OF THE LAST WEEK OF JULY. IN 2020, DUE TO COVID-19, EACH INSTITUTION HOSTED THREE, 80-MINUTE VIRTUAL VISIT EXPERIENCES OVER THE USUAL 5-DAY SPAN. IN THE VIRTUAL FORMAT, PROSPECTIVE STUDENTS WHO LIVE IN OREGON, ACROSS THE COUNTRY, OR ON THE OTHER SIDE OF THE GLOBE WERE ABLE TO PARTICIPATE IN OPCW. APPROXIMATELY 1,360 INDIVIDUALS PARTICIPATED IN VIRTUAL EVENTS.WHILE THE ALLIANCE MANAGES THE SCHEDULING OF THE OPCW PLANNING COMMITTEE MEETINGS AND TAKES THE LEAD ON MARKETING THE EVENT, AN OPCW REPRESENTATIVE (AN ADMISSIONS STAFF MEMBER) FROM EACH MEMBER INSTITUTION ATTENDS EACH MEETING, PROVIDES PROSPECTIVE STUDENT LISTS TO THE ALLIANCE FOR MARKETING PURPOSES, MANAGES THEIR REGISTRATION WEBPAGE, AND PREPARES THEIR RESPECTIVE CAMPUS FOR THE EVENT. THE OPCW PLANNING COMMITTEE MEETINGS ARE HIGHLY COLLABORATIVE WITH THE CAMPUS REPRESENTATIVES AND ALLIANCE STAFF MEMBERS ENGAGING IN BRAINSTORMING, SHARING, AND PROBLEM SOLVING TOGETHER. THE OPCW REPRESENTATIVES, THOUGH THEY MIGHT OTHERWISE CONCEIVE OF EACH OTHER AS COMPETITORS, APPROACH THE EVENT AS A UNIFIED GROUP - THEY ACKNOWLEDGE THAT, DURING OPCW, THEY REPRESENT NOT ONLY THE SCHOOL FOR WHICH THEY WORK, BUT THE OTHER SCHOOLS PARTICIPATING IN THE EVENT. AS SUCH, EACH REPRESENTATIVE COMMUNICATES ABOUT EACH SCHOOL AS IF IT WERE HIS OR HER OWN.GRANT ENCOURAGES MEMBER INSTITUTION COLLABORATION WITH BUSINESS/INDUSTRY FOR CONSERVATION RESEARCHWITH ANNUAL FUNDING FROM THE KATHERINE BISBEE II FUND OF THE OREGON COMMUNITY FOUNDATION, THE ALLIANCE SPONSORS COLLABORATIVE UNDERGRADUATE RESEARCH PROJECTS FOCUSED ON CONSERVATION. THE GRANT REQUIRES THAT AN ALLIANCE MEMBER COLLEGE OR UNIVERSITY COLLABORATE WITH AT LEAST ONE BUSINESS/INDUSTRY PARTNER ON THE PROJECT. THE ALLIANCE AWARDED ONE GRANT OF $10,000 IN 2019-20 TO GEORGE FOX UNIVERSITY (GFU). TO COMPLETE THIS PROJECT, ENTITLED "RESIDENTIAL AGRIVOLTAICS: ENERGY EFFICIENCY AND WATER CONSERVATION IN THE URBAN LANDSCAPE," GEORGE FOX FACULTY AND STUDENTS WILL PARTNER WITH ADVANCED ENERGY SYSTEMS IN EUGENE.AGRIVOLTAICS IS THE CO-LOCATING OF AGRICULTURE AND SOLAR PHOTOVOLTAIC (SOLAR PV) PANELS. THE PRACTICE INVOLVES MOUNTING SOLAR PV PANELS 6-10 FEET OFF THE GROUND AND GROWING PLANTS (WHETHER THEY BE CROPS OR PASTURE FOR ANIMAL GRAZING) BELOW THEM. WHILE MOUNTING SOLAR PV PANELS ON RESIDENTIAL ROOFTOPS HAS BECOME INCREASINGLY COMMON IN RECENT YEARS, LITTLE IS KNOWN ABOUT THE USE OF AGRIVOLTAICS RESIDENTIALLY (E.G. PLACING SOLAR PV PANELS ABOVE LANDSCAPING AND GARDEN AREAS ON RESIDENTIAL PROPERTIES).THE GFU AND ADVANCED ENERGY SYSTEMS PROJECT SEEKS TO BETTER UNDERSTAND AND QUANTIFY THE BENEFITS TO BOTH WATER CONSERVATION AND ENERGY PRODUCTION OF RESIDENTIAL AGRIVOLTAICS. THE DIFFERENCES IN WATER USE, PLANT GROWTH, POWER USE, PANEL EFFICIENCIES, AND PANEL OPERATION ACROSS FIVE "TEST PLOTS" WILL BE ASSESSED.ACTIVITIES THAT BUILD PATHWAYS AND PROMOTE ACCESS TO MEMBER INSTITUTIONSPLANNING GRANT AWARDED BY THE TEAGLE FOUNDATION BEGINS TO BUILD PATHWAYS FROM OREGON COMMUNITY COLLEGES TO OREGON LIBERAL ARTS INSTITUTIONSIN MAY 2020, THE ALLIANCE WAS AWARDED A "PATHWAYS TO THE LIBERAL ARTS INITIATIVE" PLANNING GRANT BY THE TEAGLE FOUNDATION. THE GRANT WILL SUPPORT THE PLANNING OF PATHWAYS FROM OREGON'S COMMUNITY COLLEGES TO OREGON'S PRIVATE, NONPROFIT LIBERAL ARTS INSTITUTIONS. NINE OF THE ALLIANCE MEMBER INSTITUTIONS AND ALL 17 OREGON COMMUNITY COLLEGES HAVE COMMITTED TO PARTNERING ON THIS PLANNING INITIATIVE. GIVEN THAT OREGON HAS THE HIGHEST COMPLETION RATE IN THE COUNTRY FOR STUDENTS TRANSFERRING FROM COMMUNITY COLLEGES INTO PRIVATE NONPROFIT INSTITUTIONS (NATIONAL STUDENT CLEARINGHOUSE, COMMUNITY COLLEGE RESEARCH CENTER & ASPEN INSTITUTE, 2016), OREGON IS WELL POSITIONED TO JOIN THIS IMPORTANT INITIATIVE. THE PROJECT TAKES ADVANTAGE OF A CONSORTIAL APPROACH BY PARTNERING WITH THE OREGON COMMUNITY COLLEGE ASSOCIATION TO PROMOTE TRANSFER FROM TWO-YEAR COMMUNITY COLLEGES TO FOUR-YEAR PRIVATE LIBERAL ARTS COLLEGES.A PRIMARY REQUIREMENT OF THE GRANT IS THAT PLANNING BE FACULTY DRIVEN AND FACULTY LED. OVER THE COURSE OF THE 12-MONTH GRANT, THE PROJECT PARTICIPANTS WILL COLLECT DATA, LEARN BEST PRACTICES, ESTABLISH COLLABORATIVE FACULTY LEARNING COMMUNITIES, AND DEFINE A SET OF SHARED GOALS TO DEVELOP CLEAR CURRICULAR PATHWAYS BETWEEN OREGON'S COMMUNITY COLLEGES AND OREGON'S PRIVATE LIBERAL ARTS INSTITUTIONS. THE THREE STRATEGIC OUTCOMES OF THE GRANT ARE: (1) IMPROVED UNDERSTANDING OF COMMUNITY COLLEGE TRANSFER INITIATIVES AND TRANSFER STUDENT EXPERIENCES AT ALLIANCE INSTITUTIONS, (2) STRENGTHENED CROSS-INSTITUTIONAL RELATIONSHIPS AND UNDERSTANDING-PARTICULARLY AMONG FACULTY, AND (3) A UNIFIED VISION AROUND TRANSFER BETWEEN OREGON'S COMMUNITY COLLEGES AND NINE ALLIANCE INSTITUTIONS.OREGON SCHOLARS PROGRAM INCENTIVIZES COLLEGE SAVINGS AND PROMOTES ENROLLMENT AT PARTICIPATING ALLIANCE INSTITUTIONSIN AUGUST 2019, THE ALLIANCE ANNOUNCED A NEW PARTNERSHIP WITH THE OREGON SAVINGS NETWORK (OSN) CALLED THE OREGON SCHOLARS PROGRAM. IN THIS PROGRAM, ANY OREGON COLLEGE/UNIVERSITY THAT CHOOSES TO PARTICIPATE DEVELOPS A PROGRAM SPECIFIC TO THEIR INSTITUTION TO PROVIDE A TUITION MATCH TO STUDENTS/FAMILIES WHO SAVE THROUGH ONE OR MORE OF THE OSN SAVINGS PLANS. IN THIS WAY, FAMILIES ARE INCENTIVIZED AND REWARDED FOR SAVING FOR COLLEGE, AND ENROLLING AT THE PARTICIPATING ALLIANCE MEMBER INSTITUTION IS PROMOTED.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,077,454

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	285,422	0	50,329

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1	Briefly describe the organization’s mission or most significant activities: THE ALLIANCE SEEKS TO STRENGTHEN OREGON'S INDEPENDENT, NONPROFIT COLLEGES AND UNIVERSITIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	15
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	4
6	Total number of volunteers (estimate if necessary) .............	6	18
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MARK SWENSON........................................................................ CHAIR	2.00 .......................	X	X	0	0	0
(19) SHELDON C NORD........................................................................ VICE CHAIR	2.00 .......................	X	X	0	0	0
(20) ROBIN E BAKER........................................................................ SECRETARY AND TREASURER	2.00 .......................	X	X	0	0	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	739,251

g	Noncash contributions included in lines 1a - 1f:$		1g	4,073

h Total. Add lines 1a-1f.......		739,251

		Business Code
2a	MEMBER ASSESSMENTS	900099	779,960	779,960
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		779,960

3 Investment income (including dividends, interest, and othersimilar amounts) ......			10,488			10,488
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	OTHER REVENUE		900099	3,092			3,092
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			3,092
12	Total revenue. See instructions.....			1,532,791	779,960	0	13,580

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	774,299	774,299
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	249,691	94,108	88,454	67,129
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	133,228	57,436	72,664	3,128
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	16,023	6,777	8,074	1,172
9	Other employee benefits .......	19,695	8,551	9,981	1,163
10	Payroll taxes ...........	26,406	10,345	11,487	4,574
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	27,678		27,678
d	Lobbying ...........	42,000	42,000
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	64,200	10,156	54,044
12	Advertising and promotion ....	9,706	5,881	1,394	2,431
13	Office expenses .......	24,071	14,764	7,357	1,950
14	Information technology ......	12,649	1,755	10,499	395
15	Royalties ..
16	Occupancy ...........	50,071	20,256	23,656	6,159
17	Travel ............	8,931	3,613	5,089	229
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	13,338	5,586	6,087	1,665
23	Insurance ...	3,163	290	2,785	88
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MISCELLANEOUS	22,613	11,274	3,220	8,119
b	DUES AND SUBSCRIPTIONS	11,519	4,379	5,853	1,287
c	LICENSES & FEES	10,916	5,984	4,773	159
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,520,197	1,077,454	343,095	99,648
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			386,756	1	777,854
2	Savings and temporary cash investments .........			331,931	2	0
3	Pledges and grants receivable, net ......			107,184	3	36,500
4	Accounts receivable, net .............				4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			70,932	9	95,177
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	58,135
b	Less: accumulated depreciation	10b	38,931	32,542	10c	19,204
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			615,263	12	642,716
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			285,003	15	358,246
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,829,611	16	1,929,697

17	Accounts payable and accrued expenses .....	65,970	17	58,681
18	Grants payable ...	241,500	18	257,750
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	63,800
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	307,470	26	380,231

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	964,643	27	930,374
28	Net assets with donor restrictions ...........	557,498	28	619,092
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,522,141	32	1,549,466
33	Total liabilities and net assets/fund balances ........	1,829,611	33	1,929,697