2023-11-14T16:46:20-06:00 2022-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-01-01 830566255 OCCU FOUNDATION INC OCCU 5416816062 2880 CHAD DRIVE EUGENE OR 97408 JOHN SCHIFFER BOARD TREASURER 5416816062 2023-11-13 1 JOHN SCHIFFER XXX-XX-XXXX 0 WENDY CAMPOS P00448102 5032421447 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN SCHIFFER 2880 CHAD DRIVE EUGENE OR 97408 910506 0 X N/A X 2018 OR PROMOTE, MANAGE AND EXECUTE OREGON COMMUNITY CREDIT UNION'S (OCCU) CHARITABLE ACTIVITIES. 6 0 0 0 0 0 1049059 889944 0 0 1228 6302 0 4967 1050287 901213 571450 919498 0 0 0 0 0 0 14260 591 17522 572041 937020 478246 -35807 1225843 1190036 0 0 1225843 1190036 X 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. 0 0 922760 919498 0 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. 922760 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 OR X JOHN SCHIFFER BOARD TREASURER 5416816062 2880 CHAD DRIVE EUGENE OR 97408 RON NEUMANN BOARD CHAIRMAN 5.00 50.00 X X 0 983826 55797 GREG SCHUMACHER BOARD PRESIDENT 5.00 50.00 X X 0 441664 87278 HEATHER BILLINGS BOARD SECRETARY 5.00 50.00 X X 0 300272 74406 BRIAN ALFANO DIRECTOR 2.00 50.00 X 0 350603 82481 RUSS BERNARDO DIRECTOR 2.00 50.00 X 0 336399 81859 TRACEY KEFFER DIRECTOR 5.00 50.00 X 0 350377 77425 JOHN SCHIFFER BOARD TREASURER 5.00 50.00 X 0 230181 39709 0 2993322 498955 0 0 1 0 0 170219 564878 154847 889944 6302 6302 14260 170219 9293 4967 4967 901213 0 0 11269 919498 919498 3262 3262 GOLF TOURNAMENT EXPENSE 14260 14260 937020 922760 0 14260 638079 255971 587764 934065 1225843 1190036 0 0 X 0 0 0 0 1225843 1190036 1225843 1190036 1225843 1190036 -35807 0 X 0 0 0 X 767600 448263 850628 1049059 889944 4005494 767600 448263 850628 1049059 889944 4005494 3327619 677875 107 674 750 1228 6302 9061 4967 4967 4019522 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 184479 170219 14260 9293 184479 170219 14260 9293 9293 4967 0 UNIVERSITY OF OREGON FOUNDATION 1720 E 13TH AVE SUITE 410 EUGENE OR 974032253 936015767 501(C)(3) 200000 0 GENERAL SUPPORT PEACEHEALTH SACRED HEART FOUNDATION PO BOX 10905 EUGENE OR 97440 936026548 501(C)(3) 150000 0 GENERAL SUPPORT EUGENE FAMILY YMCA 2055 PATTERSON STREET EUGENE OR 97405 930500679 501(C)(3) 100000 0 GENERAL SUPPORT RONALD MCDONALD HOUSE CHARITIES 116 ST JOSEPH WAY SPRINGFIELD OR 97477 930806912 501(C)(3) 70000 0 GENERAL SUPPORT FOOD FOR LANE COUNTY 770 BAILEY HILL ROAD EUGENE OR 97404 930888347 501(C)(3) 46000 0 GENERAL SUPPORT MARION POLK FOOD SHARE INC 1660 SALEM INDUSTRIAL DRIVE NE SALEM OR 97301 943034161 501(C)(3) 35000 0 GENERAL SUPPORT BLESSINGS IN A BACKPACK 7325 NE IMBRIE DRIVE 120 HILLSBORO OR 97124 261964680 501(C)(3) 30000 0 GENERAL SUPPORT AMERICAN CANCER SOCIETY PO BOX 22770 PORTLAND OR 97869 131788491 501(C)(3) 21198 0 GENERAL SUPPORT BETHEL EDUCATION FOUNDATION 4640 BARGER DRIVE EUGENE OR 97402 270745177 501(C)(3) 20000 0 GENERAL SUPPORT CORVALLIS NEIGHBORHOOD HOUSING SERVICES DBA DEVNW 212 MAIN STREET SPRINGFIELD OR 97477 931057296 501(C)(3) 20000 0 GENERAL SUPPORT EDUCATION TOGETHER FOUNDATION PO BOX 523 JUNCTION CITY OR 97448 960962056 501(C)(3) 15750 0 GENERAL SUPPORT MCKENZIE FIRE & RESCUE 42870 MCKENZIE HIGHWAY LEABURG OR 97489 930595178 501(C)(3) 15750 0 GENERAL SUPPORT SPARROW CLUBS USA 906 NE GREENWOOD AVENUE STE 2 BEND OR 97701 911672700 501(C)(3) 15000 0 GENERAL SUPPORT NORTHWEST CREDIT UNION FOUNDATION 18000 INTERNATIONAL BLVD SUITE 350 SEATAC WA 98188 911649328 501(C)(3) 14800 0 GENERAL SUPPORT BUSHNELL UNIVERSITY 828 E 11TH AVENUE EUGENE OR 97401 930433696 501(C)(3) 10000 0 GENERAL SUPPORT FOUR WAY COMMUNITY FOUNDATION PO BOX 652 GRANTS PASS OR 97528 510173092 501(C)(3) 10000 0 GENERAL SUPPORT LINES FOR LIFE 5100 SW MACADAM AVE STE 400 PORTLAND OR 97239 930725294 501(C)(3) 10000 0 GENERAL SUPPORT MCKENZIE VALLEY LTRG 847 NW MONROE AVENUE CORVALLIS OR 97330 870904164 501(C)(3) 10000 0 GENERAL SUPPORT MUSCULAR DYSTROPHY ASSOCIATION 161 N CLARK SUITE 3550 CHICAGO IL 60601 131665552 501(C)(3) 10000 0 GENERAL SUPPORT OREGON FOOD BANK 7900 NE 33RD DR PORTLAND OR 97211 930785786 501(C)(3) 10000 0 GENERAL SUPPORT SALEM HEALTH FOUNDATION PO BOX 14001 SALEM OR 97309 237002687 501(C)(3) 10000 0 GENERAL SUPPORT CHILDREN'S MIRACLE NETWORK HOSPITALS 205 W 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 7500 0 GENERAL SUPPORT MAKE A WISH FOUNDATION 5901 S MACADAM AVE SUITE 200 PORTLAND OR 97239 820385049 501(C)(3) 7500 0 GENERAL SUPPORT WORLDWIDE FOUNDATION FOR CREDIT UNIONS 5710 MINERAL POINT ROAD MADISON WI 53705 396093210 501(C)(3) 6000 0 GENERAL SUPPORT BOYS & GIRLS CLUBS OF EMERALD VALLEY 1545 WEST 22ND AVENUE EUGENE OR 97405 931264722 501(C)(3) 5500 0 GENERAL SUPPORT 25 0 0 0 0 0 0 0 0 0 0 RON NEUMANN BOARD CHAIRMAN 0 743958 0 200000 0 39868 0 47949 0 7848 0 1039623 0 0 GREG SCHUMACHER BOARD PRESIDENT 0 376970 0 34294 0 30400 0 73567 0 13711 0 528942 0 0 BRIAN ALFANO DIRECTOR 0 288648 0 33566 0 28389 0 67648 0 14833 0 433084 0 0 TRACEY KEFFER DIRECTOR 0 284970 0 37051 0 28356 0 67059 0 10366 0 427802 0 0 RUSS BERNARDO DIRECTOR 0 280009 0 27248 0 29142 0 67026 0 14833 0 418258 0 0 HEATHER BILLINGS BOARD SECRETARY 0 250271 0 21343 0 28658 0 63807 0 10599 0 374678 0 0 JOHN SCHIFFER BOARD TREASURER 0 205596 0 22840 0 1745 0 31190 0 8519 0 269890 0 0 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. OREGON COMMUNITY CREDIT UNION 2880 CHAD DRIVE EUGENE OR 97408 930492535 TO ASSIST MEMBERS IN MAKING BENEFICIAL LONG-TERM FINANCIAL DECISIONS. OR 501(C)(14) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 OREGON COMMUNITY CREDIT UNION C 564878 CASH VALUE