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OCCU FOUNDATION INC

EIN 83-0566255 EUGENE, OR

Revenue 2024
$622,059
Expenses 2024
$408,906

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T21
Classification
1000
Street
2880 CHAD DR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

THE CORPORATION IS ORGANIZED TO PROVIDE A FOUNDATION FOR PHILANTHROPIC EDUCATION AND CHARITABLE ACTIVITIES FOR IMPROVING THE LIFE OF THE MEMBERS AND EMPLOYEES OF OREGON COMMUNITY CREDIT UNION, ITS SUBSIDIARIES AND CITIZENS OF THE COMMUNITIES THEY SERVE. THE COMPLETE MISSION STATEMENT IS AVAILABLE IN MATERIALS DISTRIBUTED BY CORPORATION.

Activities or mission (Part I)

PROMOTE, MANAGE AND EXECUTE OREGON COMMUNITY CREDIT UNION'S (OCCU) CHARITABLE ACTIVITIES.

  • 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.

    Expenses $408,906 · Grants $406,316

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • RON NEUMANN

    BOARD CHAIRMAN

    Total calculated
    $1,269,383
    From this org
    $0
    From related orgs
    $1,171,271
    Other
    $98,112
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $838,125 related
    Bonus
    $0 + $278,250 related
    Other
    $0 + $54,896 related
    Deferred
    $0 + $89,700 related
    Nontaxable benefits
    $0 + $8,412 related
    Filer's total
    $0 + $1,269,383 related

  • GREGORY SCHUMACHER

    BOARD PRESIDENT

    Total calculated
    $724,556
    From this org
    $0
    From related orgs
    $593,121
    Other
    $131,435
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $440,904 related
    Bonus
    $0 + $48,364 related
    Other
    $0 + $103,853 related
    Deferred
    $0 + $116,440 related
    Nontaxable benefits
    $0 + $14,995 related
    Filer's total
    $0 + $724,556 related

  • HEATHER BILLINGS

    BOARD SECRETARY

    Total calculated
    $504,441
    From this org
    $0
    From related orgs
    $409,513
    Other
    $94,928
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,333 related
    Bonus
    $0 + $33,227 related
    Other
    $0 + $79,953 related
    Deferred
    $0 + $83,380 related
    Nontaxable benefits
    $0 + $11,548 related
    Filer's total
    $0 + $504,441 related

  • BRIAN ALFANO

    DIRECTOR

    Total calculated
    $558,230
    From this org
    $0
    From related orgs
    $453,754
    Other
    $104,476
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,962 related
    Bonus
    $0 + $35,875 related
    Other
    $0 + $85,917 related
    Deferred
    $0 + $88,217 related
    Nontaxable benefits
    $0 + $16,259 related
    Filer's total
    $0 + $558,230 related

  • TRACEY KEFFER

    DIRECTOR

    Total calculated
    $573,572
    From this org
    $0
    From related orgs
    $479,705
    Other
    $93,867
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,137 related
    Bonus
    $0 + $38,988 related
    Other
    $0 + $76,580 related
    Deferred
    $0 + $84,579 related
    Nontaxable benefits
    $0 + $9,288 related
    Filer's total
    $0 + $573,572 related

  • JOHN SCHIFFER

    BOARD TREASURER

    Total calculated
    $382,973
    From this org
    $0
    From related orgs
    $306,530
    Other
    $76,443
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,664 related
    Bonus
    $0 + $20,132 related
    Other
    $0 + $36,734 related
    Deferred
    $0 + $67,202 related
    Nontaxable benefits
    $0 + $9,241 related
    Filer's total
    $0 + $382,973 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $622,059
    Expenses
    $408,906
    Contributions
    $619,612
    Grants paid
    $406,316
  • 2024
    Revenue
    $622,059
    Expenses
    $408,906
    Contributions
    $619,612
    Grants paid
    $406,316
  • 2023
    Revenue
    $689,677
    Expenses
    $488,087
    Contributions
    $682,171
    Grants paid
    $483,300
  • 2022
    Revenue
    $901,213
    Expenses
    $937,020
    Contributions
    $889,944
    Grants paid
    $919,498

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $1,050,287
    Expenses
    $572,041
    Assets (EOY)
    $1,225,843

  • 2020 · 990

    Revenue
    $851,378
    Expenses
    $549,367
    Assets (EOY)
    $747,597

  • 2019 · 990

    Revenue
    $448,937
    Expenses
    $253,958
    Assets (EOY)
    $445,586

  • 2018 · 990

    Revenue
    $767,707
    Expenses
    $517,100
    Assets (EOY)
    $250,607

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.