Orbis Cascade Alliance FY2021 filing

Tax-deductible

Portland, OR501(c)(3)Since 2010EIN 27-3445544

The Orbis Cascade Alliance is a nonprofit consortium of colleges and universities in Oregon, Washington, and Idaho. Our mission is to enable member libraries to advance institutional missions through collaboration and innovation. Our primary program areas include collection development, collaborative technical services, courier, electronic resources, integrated library system, northwest digital archives, and resource sharing.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
$212K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $16K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$212K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.1M
64% of total assets
Fine: liabilities are 64% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.7M
Spent
$17.8M
To programs
98%
Net assets
$2.9M
By yearFY2021–FY2025
Revenue
$17.7M
FY2021
Revenue by fiscal year
FY2021$17.7M
FY2022$17.7M
FY2023$18.7M
FY2024$19.1M
FY2025$19.7M
Expenses
$17.8M
FY2021
Expenses by fiscal year
FY2021$17.8M
FY2022$17.7M
FY2023$18.5M
FY2024$19.1M
FY2025$19.9M
Net assets
$2.9M
FY2021
Net assets by fiscal year
FY2021$2.9M
FY2022$2.8M
FY2023$3.2M
FY2024$3.2M
FY2025$3.1M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $17.4M Management & general 2% · $398K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

11 people listed on the 990; $212K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Dir.
$199,372Pt VII · Sec A
Executive Director
$12,444Pt VII · Sec A
$0Pt VII · Sec A
Chair-Elect
$0Pt VII · Sec A
Past-Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Member at Large
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Kim Armstrong—$86,094$205,673$204,795$199,372
Isaac Gilman$190,526$5,722———
Maija Anderson—$130,658——$12,444

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Orbis Cascade Alliance executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects libraries in Oregon, Washington, and Idaho to share resources and innovate.

Provided by the organization

This section is blank until Orbis Cascade Alliance claims this page.

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3 program services account for $17.0M of program spending, described in the organization's own filed words · FY2020.
01

Includes the electronic resource and E-book service. The Orbis Cascade Alliance helps its members and other libraries in the region to purchase electronic resources and E-books.The Alliance's role may take various forms and can include activities such as resource selection and license & price negotiation.

$13.3Mprogram expense
02

Integrated Library Systems

Provides a shared library management information system that provides a common platform and data structure that can be used by all Alliance libraries at a reduced cost.

$2.4Mprogram expense
03

The unique & local content program provides for development, stewardship and dissemination of unique and local content. Services under the unique & local content program include: archives & manuscript collections, which provides enhanced access to thousands of archival and manuscript collections in Idaho, Montana, Oregon, Utah, and…

$1.2Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 1 funder$1K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$17.7M
Ln 12
Fees for servicesLn 2g$17.7M
Investment incomeLn 3$2K
Money outPt IX
$17.8M
Ln 25
Programscol B$17.4M
Managementcol C$398K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$3.6M
Total assetsLn 16$8.0M
LiabilitiesLn 26$5.1M
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$17.7M
Investment incomeLn 3$2K
Gains on assetsLn 7$0
Total revenueLn 12$17.7M
Assets in detailPt X, end of year
CashLn 1$902K
SavingsLn 2$2.7M
Cash and savings togetherLn 1–2$3.6M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$8.0M
LiabilitiesLn 26$5.1M
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 59
VolunteersI 6200
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$3.5M$3.6M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$8.4M$8.0M
LiabilitiesLn 26$4.9M$5.1M
Net assetsLn 32$3.5M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$228K$196K$32K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$686K$551K$135K
Pension plan contributionsLn 8$56K$40K$16K
Other employee benefitsLn 9$215K$180K$35K
Payroll taxesLn 10$72K$59K$13K
Management feesLn 11a$0
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$17K$17K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$12.3M$12.2M$123K
Advertising and promotionLn 12$0
Office expensesLn 13$21K$18K$3K
Information technologyLn 14$44K$37K$7K
RoyaltiesLn 15$0
OccupancyLn 16$16K$13K$2K
TravelLn 17$2K$2K$349
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$9K$9K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$6K$5K$1K
Other expenses (24a–d)Ln 24$4.1M$4.1M
All other expensesLn 24e$41K$35K$6K
Total functional expensesLn 25$17.8M$17.4M$398K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $19.7M$19.9M−$183K$3.1M 990 PDF
FY2024 $19.1M$19.1M−$23K$3.2M 990 PDF
FY2023 $18.7M$18.5M$279K$3.2M 990 PDF
FY2022 $17.7M$17.7M−$50K$2.8M 990 PDF
FY2021 Viewing $17.7M$17.8M−$103K$2.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (4 parts)
Part VIII · Statement of revenue $17,664,389 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,662,183$17,662,183
VIII-3 Investment incomeExcluded from tax $2,206$2,206
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $17,662,183 · Excluded from tax $2,206$17,664,389
Part IX · Statement of functional expenses $17,767,491 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $196,344 · Management $31,963$228,307
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $550,563 · Management $134,943$685,506
IX-8 Pension plan contributionsPrograms $40,057 · Management $15,791$55,848
IX-9 Other employee benefitsPrograms $180,201 · Management $35,263$215,464
IX-10 Payroll taxesPrograms $59,010 · Management $13,298$72,308
IX-11a Management fees$0
IX-11b Legal feesManagement $6,244$6,244
IX-11c Accounting feesManagement $17,044$17,044
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $12,159,699 · Management $122,785$12,282,484
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $17,918 · Management $3,396$21,314
IX-14 Information technologyPrograms $37,104 · Management $7,033$44,137
IX-15 Royalties$0
IX-16 OccupancyPrograms $13,135 · Management $2,490$15,625
IX-17 TravelPrograms $1,839 · Management $349$2,188
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $8,788$8,788
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $5,424 · Management $1,028$6,452
IX-24 Other expenses (24a–d)Programs $4,064,495$4,064,495
IX-24e All other expensesPrograms $35,388 · Management $5,899$41,287
IX-25 Total functional expensesPrograms $17,369,965 · Management $397,526 · Fundraising $0$17,767,491
Part X · Balance sheet $7,996,252 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $835,839$901,755
X-2 Savings and temporary cash investmentsStart of year $2,704,232$2,706,322
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $440,116$52,979
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $4,410,728$4,335,196
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $8,390,915$7,996,252
X-17 Accounts payable and accrued expensesStart of year $809,292$812,563
X-19 Deferred revenueStart of year $4,065,975$4,266,755
X-26 Total liabilitiesStart of year $4,875,267$5,079,318
X-27 Net assets without donor restrictionsStart of year $3,515,648$2,916,934
X-32 Total net assets or fund balancesStart of year $3,515,648$2,916,934
X-33 Total liabilities and net assetsStart of year $8,390,915$7,996,252
Part XI · Reconciliation of net assets $2,916,934 net assets at year end
XI-1 Total revenue$17,664,389
XI-2 Total expenses$17,767,491
XI-3 Revenue less expenses−$103,102
XI-4 Net assets at start of year$3,515,648
XI-9 Other changes in net assets−$495,612
XI-10 Net assets at end of year$2,916,934

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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