Civic Intelligence

Occu Foundation Inc.

990 • Fiscal year 2021 • EIN 83-0566255

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 28, 2022

2880 Chad DriveEugene, OR 97408

(541) 681-6062

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

99th percentile

$836,462

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 79.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

89th percentile

64%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

23%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,225,843

Up $478,246 (+64%) from 2020

Net Assets

Up

$1,225,843

Up $478,246 (+64%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$1,050,287

Up $198,909 (+23%) from 2020

Expenses

Up

$572,041

Up $22,674 (+4.1%) from 2020

Net Income

Up

$478,246

Up $176,235 (+58%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2018: $250,607Liabilities 2018: $0Net Assets 2018: $250,6072018Assets 2019: $445,586Liabilities 2019: $0Net Assets 2019: $445,5862019Assets 2020: $747,597Liabilities 2020: $0Net Assets 2020: $747,5972020Assets 2021: $1,225,843Liabilities 2021: $0Net Assets 2021: $1,225,8432021Assets 2022: $1,190,036Liabilities 2022: $0Net Assets 2022: $1,190,0362022Assets 2023: $1,391,626Liabilities 2023: $0Net Assets 2023: $1,391,6262023Assets 2024: $1,604,779Liabilities 2024: $0Net Assets 2024: $1,604,7792024

Highlighted filing

2021

Assets$1,225,843
Liabilities$0
Net Assets$1,225,843

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2018: $767,707Expenses 2018: $517,100Net Income 2018: $250,6072018Revenue 2019: $448,937Expenses 2019: $253,958Net Income 2019: $194,9792019Revenue 2020: $851,378Expenses 2020: $549,367Net Income 2020: $302,0112020Revenue 2021: $1,050,287Expenses 2021: $572,041Net Income 2021: $478,2462021Revenue 2022: $901,213Expenses 2022: $937,020Net Income 2022: -$35,8072022Revenue 2023: $689,677Expenses 2023: $488,087Net Income 2023: $201,5902023Revenue 2024: $622,059Expenses 2024: $408,906Net Income 2024: $213,1532024

Highlighted filing

2021

Revenue$1,050,287
Expenses$572,041
Net Income$478,246
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 28, 2022
Return Version
2021v4.2
Gross Receipts
$1,050,287
Mission and Program Overview

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.

Promote, manage and execute oregon community credit union's (occu) charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$747,597$1,225,843▲ $478,246
Cash and Non-Interest-Bearing Accounts$381,061$638,079▲ $257,018
Savings and Temporary Cash Investments$366,536$587,764▲ $221,228
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$747,597$1,225,843▲ $478,246
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$747,597$1,225,843▲ $478,246
Total Liabilities and Net Assets / Fund Balance$747,597$1,225,843▲ $478,246
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ron NeumannBoard Chairman
Greg SchumacherBoard President
Heather BillingsBoard Secretary
Brian AlfanoDirector
Russ BernardoDirector
Tracey KefferChief Human Resources Officer
Dave SchifferVP of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$1,049,059
Program Service Revenue
$0
Investment Income
$1,228
Other Revenue
$0
All Other Contributions
$102,268
Change in Net Assets
$478,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$571,450
Other Expenses$591
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$571,450--$571,450
Office Expenses-$591-$591
Total Functional Expenses$571,450$591$0$572,041
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Oregon FoundationEugene, OR501(c)(3)General Support$150,000
Lcc FoundationEugene, OR501(c)(3)General Support$88,000
Eugene Civic AllianceEugene, OR501(c)(3)General Support$50,000
Parenting NowEugene, OR501(c)(3)General Support$40,000
Peacehealth Sacred Heart FoundationEugene, OR501(c)(3)General Support$27,500
Mckenzie Community DevelopmentWalterville, OR501(c)(3)General Support$20,000
Springfield Chamber of CommerceSpringfield, OR501(c)(3)General Support$20,000
Cascade Relief TeamSalem, OR501(c)(3)General Support$17,500
Education Together FoundationJunction City, OR501(c)(3)General Support$15,750
Arc of Lane CountySpringfield, OR501(c)(3)General Support$10,000
Blessings in a BackpackHillsboro, OR501(c)(3)General Support$10,000
Keep Oregon GreenSalem, OR501(c)(3)General Support$10,000
Oregon Parks ForeverPortland, OR501(c)(3)General Support$10,000
Project Hope of Lane CountySpringfield, OR501(c)(3)General Support$10,000
Ronald Mcdonald House CharitiesSpringfield, OR501(c)(3)General Support$10,000
Salem Health FoundationSalem, OR501(c)(3)General Support$10,000
Vida Mckenzie Community CenterVida, OR501(c)(3)General Support$10,000
Echo Mountain Fire ReliefOtis, OR501(c)(3)General Support$7,500
Mckenzie Masters FoundationEugene, OR501(c)(3)General Support$7,500
Northwest Rebuild ProjectBeaverton, OR501(c)(3)General Support$7,500
American Cancer SocietyPortland, OR501(c)(3)General Support$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The president and treasurer of the organization review the form 990 before filing.

Form 990, Part VI, Section B, Line 12C

Periodic reviews are conducted to ensure that the organization operates in a manner consistent with its charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax. The periodic review shall, at a minimum, include the following subjects: a) whether compensation arrangements and benefits are reasonable and are the result of arm's length bargaining. B) whether provider services result in inurement or impermissible private benefit. C) whether partnership and joint venture arrangements conform to written policies, are properly recorded, reflect reasonable payments for goods and services, further the corporation's charitable purposes, and do not result in inurement or impermissible private benefit. D) whether the conflicts of interest policy is disseminated and in compliance.

Form 990, Part VI, Section C, Line 19

The organization's financial statements and governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Occu Foundation Inc
EIN
83-0566255
Phone
5416816062
Address
2880 CHAD DRIVE, EUGENE, OR 97408

Signing Officer

Name
Dave Schiffer
Title
VP of Finance
Phone
5416816062
Signed
2022-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Schiffer
Formed
2018
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1200, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
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IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt170
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt180
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt190
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt200
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN CANCER SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ARC OF LANE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BLESSINGS IN A BACKPACK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CASCADE RELIEF TEAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ECHO MOUNTAIN FIRE RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5EDUCATION TOGETHER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6EUGENE CIVIC ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7KEEP OREGON GREEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8LCC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9MCKENZIE COMMUNITY DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10MCKENZIE MASTERS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11NORTHWEST REBUILD PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12OREGON PARKS FOREVER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13PARENTING NOW
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14PEACEHEALTH SACRED HEART FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15PROJECT HOPE OF LANE COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16RONALD MCDONALD HOUSE CHARITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17SALEM HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18SPRINGFIELD CHAMBER OF COMMERCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20VIDA MCKENZIE COMMUNITY CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0470976683
IRS990ScheduleI/RecipientTable/RecipientEIN1930423965
IRS990ScheduleI/RecipientTable/RecipientEIN2261964620
IRS990ScheduleI/RecipientTable/RecipientEIN3852967657
IRS990ScheduleI/RecipientTable/RecipientEIN4853034665
IRS990ScheduleI/RecipientTable/RecipientEIN5930962056
IRS990ScheduleI/RecipientTable/RecipientEIN6472427287
IRS990ScheduleI/RecipientTable/RecipientEIN7930202833
IRS990ScheduleI/RecipientTable/RecipientEIN8237113266
IRS990ScheduleI/RecipientTable/RecipientEIN9931186618
IRS990ScheduleI/RecipientTable/RecipientEIN10208984582
IRS990ScheduleI/RecipientTable/RecipientEIN11853204798
IRS990ScheduleI/RecipientTable/RecipientEIN12931177836
IRS990ScheduleI/RecipientTable/RecipientEIN13930706557
IRS990ScheduleI/RecipientTable/RecipientEIN14936026548
IRS990ScheduleI/RecipientTable/RecipientEIN15820786142
IRS990ScheduleI/RecipientTable/RecipientEIN16930806912
IRS990ScheduleI/RecipientTable/RecipientEIN17237002687
IRS990ScheduleI/RecipientTable/RecipientEIN18862803373
IRS990ScheduleI/RecipientTable/RecipientEIN19936015767
IRS990ScheduleI/RecipientTable/RecipientEIN20931297648
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 22770
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14181 E ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt27325 NE IMBRIE DR 120
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31428 LIBERTY ST NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 57
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 523
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 5338
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7PO BOX 12365
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt84000 EAST 30TH AVE BLDG 19 ROOM 270
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9PO BOX 406
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10975 OAK ST STE 700
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt111015 SW 197TH AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt121501 SW JEFFERSON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1386 CENTENNIAL LP
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14PO BOX 10905
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt155729 MAIN ST 130
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16116 ST JOSEPH WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17PO BOX 14001
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18101 S A ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt191720 E 13TH AVE STE 410
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2046151 GOODPASTURE RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HILLSBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OTIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm5JUNCTION CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm6EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm7SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm8EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm9WALTERVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm10EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm11BEAVERTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm12PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm13EUGENE
IRS990ScheduleI/RecipientTable/USAddress/CityNm14EUGENE

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