EIN 83-0566255

Occu Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
State
Year formed
2018
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Occu Foundation promotes, manages, and executes Oregon Community Credit Union's charitable activities while providing a foundation for philanthropic education and charitable activities to improve the life of members, employees, subsidiaries, citizens of communities served, and disburses funds to fulfill philanthropic goals and grant requests from non-profit organizations. It focuses on improving the lives of its members and is located in Eugene, OR.
Total revenues
$901,213
2022
Total expenses
$937,020
2022
Total assets
$1,190,036
2022
Num. employees
0
2022

Program areas at Occu Foundation

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 families, youth, community sustainability and education.

Grants made by Occu Foundation

GranteeGrant descriptionAmount
University of Oregon FoundationGeneral Support$200,000
PeaceHealth Sacred Heart Medical Center FoundationGeneral Support$150,000
Eugene Family YMCAGeneral Support$100,000
...and 19 more grants made totalling $788,498

Who funds Occu Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Oregon Community Credit Union (OCCU)General Support$564,878
The EvansKabush Family FoundationGeneral & Unrestricted$2,500
AmazonSmile FoundationGeneral Support$18

Personnel at Occu Foundation

NameTitleCompensation
Dave SchifferVice President of Finance$0
John SchifferBoard Treasurer$0
Greg SchumacherBoard President$0
Heather BillingsBoard Secretary$0
Ron NeumannBoard Chairman$0

Financials for Occu Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$889,944
Program services$0
Investment income and dividends$6,302
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$4,967
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$901,213

Form 990s for Occu Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990View PDF
2021-122022-10-28990View PDF
2020-122021-09-21990View PDF
2019-122021-02-22990View PDF
2018-122020-09-01990View PDF
Data update history
January 5, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 4, 2024
Updated personnel
Identified 1 new personnel
December 25, 2023
Received grants
Identified 2 new grant, including a grant for $564,878 from Oregon Community Credit Union (OCCU)
August 6, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 8, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsCredit unionsCharities
Issues
No issues found
Characteristics
Provides grantsFundraising eventsState / local levelFundraising races, competitions, and tournamentsTax deductible donationsNo full-time employees
General information
Address
2880 Chad Dr
Eugene, OR 97408
Metro area
Eugene-Springfield, OR
County
Lane County, OR
Phone
(541) 681-6062
IRS details
EIN
83-0566255
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2018
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
522130: Credit Unions
Parent/child status
Independent
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