Occu Foundation INC: Nonprofit Profile, Financials & Form 990 (EIN 83-0566255)

Revenue by fiscal year
FY2020	$851K
FY2021	$1.1M
FY2022	$901K
FY2023	$690K
FY2024	$622K

Expenses by fiscal year
FY2020	$549K
FY2021	$572K
FY2022	$937K
FY2023	$488K
FY2024	$409K

Net assets by fiscal year
FY2020	$748K
FY2021	$1.2M
FY2022	$1.2M
FY2023	$1.4M
FY2024	$1.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2019.

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

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $409K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation

Ron Neumann

Board Chairman

$0Pt VII · Sec A

Gregory Schumacher

Board President

$0Pt VII · Sec A

Heather Billings

Board Secretary

$0Pt VII · Sec A

Brian Alfano

Director

$0Pt VII · Sec A

Tracey Keffer

Director

$0Pt VII · Sec A

John Schiffer

Board Treasurer

$0Pt VII · Sec A

See Occu Foundation INC executive salaries →

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 15aNo

Programs and updates

Manages and executes charitable activities for Oregon Community Credit Union.

Questions for Occu Foundation INC

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1 program · $409K · in their own filed words · FY2024

01

The occu foundation disburses funds and fulfills philanthropic charitable giving goals and grant requests from non-profit organizations in the communities that it serves. The occu foundation focuses its charitable giving on improving the lives of its members and the communities it serves by supporting organizations that focus on…

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 83-0566255) · Dispute this line

$409Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid

Grants received · FY2024

Oregon Community Credit UnionFY2024$263K

Dlx Family FoundationFY2024$2K

Total grants receivedfrom 2 funders$266K

Grants paid · 98 grants · $2.7M · 2020–2024

Peacehealth Sacred Heart Medical Center FoundationOR · FY2024$176,936

Food for Lane CountyOR · FY2024$45,500

Bethel Education FoundationOR · FY2024$24,000

Ronald McDonald House OregonOR · FY2024$20,000

Mosaic Community HealthOR · FY2024$19,500

Project Hope of Lane CountyOR · FY2024$12,980

American Cancer Society INCGA · FY2024$10,500

Positive Community KitchenOR · FY2024$10,000

Muscular Dystrophy Association INCIL · FY2024$10,000

Community Sharing ProgramOR · FY2024$5,750

Every Child Lane CountyOR · FY2024$5,500

University of Oregon FoundationOR · FY2023$165,000

Peacehealth Sacred Heart Medical Center FoundationOR · FY2023$107,500

Lane Community College FoundationOR · FY2023$32,500

Ronald McDonald House OregonOR · FY2023$21,500

The Oregon Community FoundationOR · FY2023$20,000

American Cancer Society INCGA · FY2023$13,000

Bushnell University Fka Northwest Christian UniversityOR · FY2023$12,500

See all 98 grants →

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$622K

Ln 12

Gifts and grantsLn 1h$620K

Investment incomeLn 3$20K

Money outPt IX

$409K

Ln 25

Programscol B$409K

Owns and owesPt X

$1.6M

net assets · Ln 32

Cash and savingsLn 1–2$1.6M

Total assetsLn 16$1.6M

LiabilitiesLn 26$0

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$620K

Fundraising eventsLn 1c$191K

Investment incomeLn 3$20K

Total revenueLn 12$622K

Assets in detailPt X, end of year

CashLn 1$634K

SavingsLn 2$971K

Cash and savings togetherLn 1–2$1.6M

Total assetsLn 16$1.6M

LiabilitiesLn 26$0

Net assetsLn 32$1.6M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$1.4M	$1.6M
Total assetsLn 16	$1.4M	$1.6M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$1.4M	$1.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$406K	$406K
Office expensesLn 13	$2K	$2K
Other expenses (24a–d)Ln 24	$100	$100
Total functional expensesLn 25	$409K	$409K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest ViewingFiled with the IRS Nov 13, 2025	$622K	$409K	$213K	$1.6M	990 PDF
FY2023Filed with the IRS Nov 14, 2024	$690K	$488K	$202K	$1.4M	990 PDF
FY2022Filed with the IRS Nov 14, 2023	$901K	$937K	−$36K	$1.2M	990 PDF
FY2021Filed with the IRS Oct 28, 2022	$1.1M	$572K	$478K	$1.2M	990 PDF
FY2020Filed with the IRS Sep 21, 2021	$851K	$549K	$302K	$748K	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2024 990

Part I · Summary $622,059 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $682,171$619,612

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $16,383$20,138

I-11 Other revenuePrior year −$8,877−$17,691

I-12 Total revenuePrior year $689,677$622,059

I-13 Grants and similar amounts paidPrior year $483,300$406,316

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $4,787$2,590

I-18 Total expensesPrior year $488,087$408,906

I-19 Revenue less expensesPrior year $201,590$213,153

Part VI · Governance 0 of 5 board members independent, 3 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members0

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $622,059 across 7 lines filed

VIII-1c Fundraising events$190,612

VIII-1d Related organizations$263,348

VIII-1f All other contributions, gifts and grants$165,652

VIII-1h Total contributions, gifts and grants$619,612

VIII-3 Investment incomeExcluded from tax $20,138$20,138

VIII-8 Net income from fundraising eventsExcluded from tax −$17,691−$17,691

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,447$622,059

Part IX · Statement of functional expenses $408,906 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $406,316$406,316

IX-13 Office expensesPrograms $2,490$2,490

IX-24 Other expenses (24a–d)Programs $100$100

IX-25 Total functional expensesPrograms $408,906 · Management $0 · Fundraising $0$408,906

Part X · Balance sheet $1,604,779 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $441,178$634,193

X-2 Savings and temporary cash investmentsStart of year $950,448$970,586

X-16 Total assetsStart of year $1,391,626$1,604,779

X-26 Total liabilitiesStart of year $0$0

X-29 Capital stock or trust principalStart of year $0$0

X-30 Paid-in or capital surplusStart of year $0$0

X-31 Retained earnings or endowmentStart of year $1,391,626$1,604,779

X-32 Total net assets or fund balancesStart of year $1,391,626$1,604,779

X-33 Total liabilities and net assetsStart of year $1,391,626$1,604,779

Part XI · Reconciliation of net assets $1,604,779 net assets at year end

XI-1 Total revenue$622,059

XI-2 Total expenses$408,906

XI-3 Revenue less expenses$213,153

XI-4 Net assets at start of year$1,391,626

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$1,604,779

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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Occu Foundation INC

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Occu Foundation INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV