Nonprofit · EIN 83-0566255
OCCU FOUNDATION INC
Tax-exempt · EUGENE, OR 97408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $622,059 | $408,906 | $213,153 | $1,604,779 | $0 | $1,604,779 |
| December 31, 2023 | 990 | $689,677 | $488,087 | $201,590 | $1,391,626 | $0 | $1,391,626 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $619,612
- Program service revenue
- $0
- Investment income
- $20,138
- Net income from fundraising events
- -$17,691
- Other revenue
- -$17,691
Expenses
- Grants and similar amounts paid
- $406,316
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $408,906
Balance sheet and other
- Total assets, start of year
- $1,391,626
- Total assets, end of year
- $1,604,779
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,604,779
- Gross receipts
- $654,010
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RON NEUMANN | BOARD CHAIRMAN Trustee or director, Officer | 5 | $0 | $1,171,271 | $75,112 |
| GREGORY SCHUMACHER | BOARD PRESIDENT Trustee or director, Officer | 5 | $0 | $593,121 | $131,435 |
| TRACEY KEFFER | DIRECTOR Trustee or director | 2 | $0 | $479,705 | $93,867 |
| BRIAN ALFANO | DIRECTOR Trustee or director | 2 | $0 | $453,754 | $104,476 |
| HEATHER BILLINGS | BOARD SECRETARY Trustee or director, Officer | 5 | $0 | $409,513 | $94,928 |
| JOHN SCHIFFER | BOARD TREASURER Officer | 5 | $0 | $306,530 | $76,443 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RON NEUMANN | BOARD CHAIRMAN Trustee or director, Officer | 5 | $0 | $1,008,593 | $60,096 |
| GREGORY SCHUMACHER | BOARD PRESIDENT Trustee or director, Officer | 5 | $0 | $479,478 | $110,902 |
| RUSS BERNARDO | DIRECTOR (THRU 07/23) Trustee or director | 2 | $0 | $497,141 | $43,331 |
| TRACEY KEFFER | DIRECTOR Trustee or director | 5 | $0 | $389,489 | $94,248 |
| BRIAN ALFANO | DIRECTOR Trustee or director | 2 | $0 | $359,471 | $101,740 |
| HEATHER BILLINGS | BOARD SECRETARY Trustee or director, Officer | 5 | $0 | $344,223 | $92,689 |
| JOHN SCHIFFER | BOARD TREASURER Officer | 5 | $0 | $276,122 | $63,111 |
Address and contacts
- Address (IRS master file)
- 2880 CHAD DR, EUGENE, OR 97408-7336
- In care of
- % GREGORY SCHUMACHER
- Principal officer (990 for 2024)
- DAVE SCHIFFER, 2880 CHAD DRIVE, EUGENE, OR 97408
- Signed the 990
- DAVE SCHIFFER, CFO
- Phone
- (541) 681-6062
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0566255
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,604,779
- Income (IRS master file)
- $654,010
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $622,059 | $408,906 | $1,604,779 | XML |
| 990 | December 2023 | $689,677 | $488,087 | $1,391,626 | XML |
| 990 | December 2022 | $901,213 | $937,020 | $1,190,036 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-0566255).
Questions about OCCU FOUNDATION INC
- What is the EIN of OCCU FOUNDATION INC?
- The employer identification number (EIN) of OCCU FOUNDATION INC is 83-0566255.
- Is OCCU FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to OCCU FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OCCU FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OCCU FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OCCU FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OCCU FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names DAVE SCHIFFER.
- Who are the officers and directors of OCCU FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does OCCU FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $622,059, expenses of $408,906 and total assets of $1,604,779 at year end.
Other nonprofits in EUGENE
- FANCONI CANCER FOUNDATION EIN 93-0995453 · last filed 990 for 2024
- CHAMBERS FAMILY FOUNDATION EIN 93-1266648 · last filed 990-PF for 2025
- GIUSTINA FOUNDATION EIN 91-1776086 · last filed 990-PF for 2025
- NEXTSTEP RECYCLING EIN 68-0506282 · last filed 990 for 2024
- WILDLIFE WARRIORS USA INC EIN 30-0137313 · last filed 990 for 2024
- RIPPLE FOUNDATION EIN 83-2529371 · last filed 990-PF for 2024
- LARSON FAMILY FOUNDATION EIN 93-1200088 · last filed 990-PF for 2025
- BARR FAMILY FOUNDATION EIN 04-3793590 · last filed 990-PF for 2025
All nonprofits in EUGENE · Oregon · Philanthropy, voluntarism and grantmaking foundations