2024-11-14T19:26:33-06:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-01-01 830566255 OCCU FOUNDATION INC OCCU 5416816062 2880 CHAD DRIVE EUGENE OR 97408 JOHN SCHIFFER BOARD TREASURER 5416816062 2024-11-12 1 1 WENDY CAMPOS P00448102 5032421447 2024-11-12 2023 2024-10-15 13:58:12Z JOHN SCHIFFER 2880 CHAD DRIVE EUGENE OR 97408 711894 0 X N/A X 2018 OR PROMOTE, MANAGE AND EXECUTE OREGON COMMUNITY CREDIT UNION'S (OCCU) CHARITABLE ACTIVITIES. 5 0 0 0 0 0 889944 682171 0 0 6302 16383 4967 -8877 901213 689677 919498 483300 0 0 0 0 0 0 0 17522 4787 937020 488087 -35807 201590 1190036 1391626 0 0 1190036 1391626 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 488087 483300 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. 488087 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 5 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 1008593 60096 GREGORY SCHUMACHER BOARD PRESIDENT 5.00 50.00 X X 0 479478 110902 HEATHER BILLINGS BOARD SECRETARY 5.00 50.00 X X 0 344223 92689 BRIAN ALFANO DIRECTOR 2.00 50.00 X 0 359471 101740 RUSS BERNARDO DIRECTOR (THRU 07/23) 2.00 50.00 X 0 497141 43331 TRACEY KEFFER DIRECTOR 5.00 50.00 X 0 389489 94248 JOHN SCHIFFER BOARD TREASURER 5.00 50.00 X 0 276122 63111 0 3354517 566117 0 0 1 0 0 186712 268243 227216 682171 16383 16383 13340 186712 22217 -8877 -8877 689677 0 0 7506 483300 483300 4787 4787 488087 488087 0 0 255971 441178 934065 950448 1190036 1391626 0 0 X 0 0 0 0 1190036 1391626 1190036 1391626 1190036 1391626 201590 0 X 0 0 0 X 448263 850628 1049059 889944 682171 3920065 448263 850628 1049059 889944 682171 3920065 2830055 1090010 674 750 1228 6302 16383 25337 4967 4463 9430 3954832 0.27560 X THE OCCU FOUNDATION BOARD IS COMPRISED OF INDIVIDUALS WITH DECADES OF EXPERIENCE WITH BROAD BACKGROUNDS INCLUDING FINANCE, EDUCATION, LEGAL SERVICES, GOVERNMENT SERVICES, COMMUNITY RELATIONS AND GENERAL CONSULTING; ALL RELEVANT SKILLS AND EXPERTISE TO SUPPORT THE FOUNDATION'S MISSION OF PROVIDING PHILANTHROPIC RESOURCES TO ADDRESS THE EDUCATIONAL AND HEALTH NEEDS. THESE INDIVIDUALS ARE LEADERS IN THE COMMUNITY AND SURROUNDING COMMUNITIES. WITH IMPROVED SOCIAL CONDITIONS FOLLOWING THE COVID-19 PANDEMIC, THE ORGANIZATION CONTINUES TO WORK ON GROWING AND DEVELOPING EVENTS WHILE ENGAGING NEW PARTNERS TO FINANCIALLY FURTHER ITS MISSION OF ADVANCING THE QUALITY OF LIFE IN THE NEIGHBORHOODS SERVED BY OREGON COMMUNITY CREDIT UNION AND BEYOND. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 200052 186712 13340 8877 13340 200052 186712 13340 8877 13340 22217 -8877 0 UNIVERSITY OF OREGON FOUNDATION 1720 E 13TH AVE STE 410 EUGENE OR 974032253 936015767 501(C)(3) 165000 0 GENERAL SUPPORT PEACEHEALTH SACRED HEART FOUNDATION PO BOX 10905 EUGENE OR 97440 936026548 501(C)(3) 107500 0 GENERAL SUPPORT LCC FOUNDATION 4000 EAST 30TH AVE BLDG 19 ROOM 270 EUGENE OR 974050640 237113266 501(C)(3) 32500 0 GENERAL SUPPORT RONALD MCDONALD HOUSE CHARITIES 116 ST JOSEPH WAY SPRINGFIELD OR 97477 930806912 501(C)(3) 21500 0 GENERAL SUPPORT OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL ST STE 100 PORTLAND OR 97205 237315673 501(C)(3) 20000 0 GENERAL SUPPORT AMERICAN CANCER SOCIETY PO BOX 22770 PORTLAND OR 97869 131788491 501(C)(3) 13000 0 GENERAL SUPPORT BUSHNELL UNIVERSITY 828 E 11TH AVENUE EUGENE OR 97401 930433696 501(C)(3) 12500 0 GENERAL SUPPORT MUSCULAR DYSTROPHY ASSOCIATION 161 N CLARK STE 3550 CHICAGO IL 60601 131665552 501(C)(3) 10000 0 GENERAL SUPPORT POSITIVE COMMUNITY KITCHEN PO BOX 11513 EUGENE OR 97440 462005159 501(C)(3) 10000 0 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 4380 SW MACADAM STE 480 PORTLAND OR 97239 135613797 501(C)(3) 7500 0 GENERAL SUPPORT GOWEST CREDIT UNION ASSOCIATION 18000 INTERNATIONAL BLVD STE 1102 SEATAC WA 98188 911649328 501(C)(3) 7000 0 GENERAL SUPPORT SMART READING 101 SW MARKET ST PORTLAND OR 97201 931051724 501(C)(3) 6000 0 GENERAL SUPPORT OREGON PARKS FOREVER 1501 SW JEFFERSON ST PORTLAND OR 97201 931177836 501(C)(3) 5800 0 GENERAL SUPPORT EVERY CHILD LANE COUNTY 379 COBURG ROAD STE B EUGENE OR 97401 843960323 501(C)(3) 5500 0 GENERAL SUPPORT 15TH NIGHT 10 SHELTON MCMURPHEY BLVD EUGENE OR 97401 260423551 501(C)(3) 5000 0 GENERAL SUPPORT BAGS OF LOVE 1052 GREEN ACRES RD EUGENE OR 97408 262998882 501(C)(3) 5000 0 GENERAL SUPPORT CASA OF LANE COUNTY 174 DEADMOND FERRY RD SPRINGFIELD OR 97477 931185120 501(C)(3) 5000 0 GENERAL SUPPORT CHILDREN'S MIRACLE NETWORK HOSPITALS 205 W 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 5000 0 GENERAL SUPPORT CONNECTED LANE COUNTY 22 W 7TH AVE EUGENE OR 97401 843366481 501(C)(3) 5000 0 GENERAL SUPPORT FISH OF ROSEBURG PROJECT PO BOX 1162 ROSEBURG OR 97470 931293360 501(C)(3) 5000 0 GENERAL SUPPORT HOSEA YOUTH SERVICES 834 MONROE ST EUGENE OR 97402 844695431 501(C)(3) 5000 0 GENERAL SUPPORT OREGON COAST AQUARIUM 2820 SE FERRY SLIP RD NEWPORT OR 97365 930877807 501(C)(3) 5000 0 GENERAL SUPPORT RELIEF NURSERY 1720 W 25TH AVE EUGENE OR 97405 930784800 501(C)(3) 5000 0 GENERAL SUPPORT VOLUNTEERS IN MEDICINE CLINIC 2260 MARCOLA RD SPRINGFIELD OR 97477 931276816 501(C)(3) 5000 0 GENERAL SUPPORT 24 0 0 1 0 0 0 0 0 0 0 RON NEUMANN BOARD CHAIRMAN 0 793125 0 155000 0 60468 0 52199 0 7897 0 1068689 0 0 GREGORY SCHUMACHER BOARD PRESIDENT 0 411608 0 34870 0 33000 0 96907 0 13995 0 590380 0 0 RUSS BERNARDO DIRECTOR (THRU 07/23) 0 181302 0 20301 0 295538 0 34486 0 8845 0 540472 0 0 TRACEY KEFFER DIRECTOR 0 331810 0 26360 0 31319 0 85549 0 8699 0 483737 0 0 BRIAN ALFANO DIRECTOR 0 305315 0 20927 0 33229 0 86578 0 15162 0 461211 0 0 HEATHER BILLINGS BOARD SECRETARY 0 282783 0 23150 0 38290 0 81898 0 10791 0 436912 0 0 JOHN SCHIFFER BOARD TREASURER 0 238248 0 12336 0 25538 0 54417 0 8694 0 339233 0 0 PART I, LINE 3 OREGON COMMUNITY CREDIT UNION REVIEWS TOTAL COMPENSATION, INCLUDING BASE PAY, INCENTIVES AND OTHER BENEFITS, IS COMPARED AGAINST BALANCE COMP, CUES EXECUTIVE COMPENSATION PROGRAM, MILLIMAN NW FINANCIAL INDUSTRY SURVEY RESULTS AND OTHER EXECUTIVE PUBLICATIONS/REPORTS. CEO COMPENSATION IS REVIEWED BY THE BOARD PERSONNEL COMMITTEE AND APPROVED BY THE FULL BOARD. COMPENSATION AMOUNTS ARE TRACKED FOR FUTURE REFERENCE. THE LAST FORMAL COMPENSATION COMPARISON REVIEW BY THE ORGANIZATION WAS PERFORMED IN 2022. PART I, LINE 4B GREGORY SCHUMACHER, BOARD PRESIDENT, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $44,708 WERE MADE TO THE 457F PLAN IN 2023. NO DISTRIBUTIONS WERE MADE FROM THE PLAN. TRACEY KEFFER, DIRECTOR, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $33,350 WERE MADE TO THE 457F PLAN IN 2023. NO DISTRIBUTIONS WERE MADE FROM THE PLAN. BRIAN ALFANO, DIRECTOR, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $34,377 WERE MADE TO THE 457F PLAN IN 2023. NO DISTRIBUTIONS WERE MADE FROM THE PLAN. HEATHER BILLINGS, BOARD SECRETARY, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $29,699 WERE MADE TO THE 457F PLAN IN 2023. NO DISTRIBUTIONS WERE MADE FROM THE PLAN. JOHN SCHIFFER, BOARD TREASURER, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $16,807 WERE MADE TO THE 457F PLAN IN 2023. NO DISTRIBUTIONS WERE MADE FROM THE PLAN. 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 268243 CASH VALUE