2025-11-13T19:24:47-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-01-01 830566255 OCCU FOUNDATION INC OCCU 5416816062 2880 CHAD DRIVE EUGENE OR 97408 JOHN SCHIFFER BOARD TREASURER 5416816062 2025-11-13 1 1 WENDY CAMPOS P00448102 5032421447 2025-11-13 2024 2025-03-06 01:10:19Z JOHN SCHIFFER 2880 CHAD DRIVE EUGENE OR 97408 654010 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 682171 619612 0 0 16383 20138 -8877 -17691 689677 622059 483300 406316 0 0 0 0 0 0 0 4787 2590 488087 408906 201590 213153 1391626 1604779 0 0 1391626 1604779 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 408906 406316 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. 408906 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 1171271 98112 GREGORY SCHUMACHER BOARD PRESIDENT 5.00 50.00 X X 0 593121 131435 HEATHER BILLINGS BOARD SECRETARY 5.00 50.00 X X 0 409513 94928 BRIAN ALFANO DIRECTOR 2.00 50.00 X 0 453754 104476 TRACEY KEFFER DIRECTOR 2.00 50.00 X 0 479705 93867 JOHN SCHIFFER BOARD TREASURER 5.00 50.00 X 0 306530 76443 0 3413894 599261 0 0 1 0 0 190612 263348 165652 619612 20138 20138 14260 190612 31951 -17691 -17691 622059 0 0 2447 406316 406316 2490 2490 STATE REGISTRATION FEES 100 100 408906 408906 0 0 441178 634193 950448 970586 1391626 1604779 0 0 X 0 0 0 0 1391626 1604779 1391626 1604779 1391626 1604779 213153 0 X 0 0 0 X 850628 1049059 889944 682171 619612 4091414 850628 1049059 889944 682171 619612 4091414 2700451 1390963 750 1228 6302 16383 20138 44801 4967 4463 9430 4145645 0.33550 0.27560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 204872 190612 14260 10440 21511 204872 190612 14260 10440 21511 31951 -17691 0 PEACEHEALTH SACRED HEART FOUNDATION PO BOX 10905 EUGENE OR 97440 936026548 501(C)(3) 176936 0 GENERAL SUPPORT FOOD FOR LANE COUNTY 770 BAILEY HILL RD EUGENE OR 97404 930888347 501(C)(3) 45500 0 GENERAL SUPPORT BETHEL EDUCATION FOUNDATION 4640 BARGER DR EUGENE OR 97402 270745177 501(C)(3) 24000 0 GENERAL SUPPORT RONALD MCDONALD HOUSE CHARITIES 116 ST JOSEPH PL SPRINGFIELD OR 97477 930806912 501(C)(3) 20000 0 GENERAL SUPPORT MOSAIC COMMUNITY HEALTH 600 SW COLUMBIA ST STE 6150 BEND OR 97702 931329158 501(C)(3) 19500 0 GENERAL SUPPORT PROJECT HOPE OF LANE COUNTY 5729 MAIN ST STE 130 SPRINGFIELD OR 97478 820786142 501(C)(3) 12980 0 GENERAL SUPPORT AMERICAN CANCER SOCIETY PO BOX 22770 PORTLAND OR 97869 131788491 501(C)(3) 10500 0 GENERAL SUPPORT MUSCULAR DYSTROPHY ASSOCIATION 161 N CLARK ST 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 COMMUNITY SHARING PROGRAM PO BOX 351 COTTAGE GROVE OR 97424 930848793 501(C)(3) 5750 0 GENERAL SUPPORT EVERY CHILD LANE COUNTY 379 COBURG RD STE B EUGENE OR 97401 843960323 501(C)(3) 5500 0 GENERAL SUPPORT 11 0 0 1 0 0 0 0 0 0 0 RON NEUMANN BOARD CHAIRMAN 0 838125 0 278250 0 54896 0 89700 0 8412 0 1269383 0 0 GREGORY SCHUMACHER BOARD PRESIDENT 0 440904 0 48364 0 103853 0 116440 0 14995 0 724556 70353 0 TRACEY KEFFER DIRECTOR 0 364137 0 38988 0 76580 0 84579 0 9288 0 573572 52480 0 BRIAN ALFANO DIRECTOR 0 331962 0 35875 0 85917 0 88217 0 16259 0 558230 54097 0 HEATHER BILLINGS BOARD SECRETARY 0 296333 0 33227 0 79953 0 83380 0 11548 0 504441 46734 0 JOHN SCHIFFER BOARD TREASURER 0 249664 0 20132 0 36734 0 67202 0 9241 0 382973 26448 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 $72,740 WERE MADE TO THE 457F PLAN IN 2024. TOTAL DISTRIBUTIONS OF $70,353 DISTRIBUTIONS WERE MADE FROM THE PLAN. TRACEY KEFFER, DIRECTOR, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $48,850 WERE MADE TO THE 457F PLAN IN 2024. TOTAL DISTRIBUTIONS OF $52,480 WERE MADE FROM THE PLAN. BRIAN ALFANO, DIRECTOR, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $44,517 WERE MADE TO THE 457F PLAN IN 2024. TOTAL DISTRIBUTIONS OF $54,097 WERE MADE FROM THE PLAN. HEATHER BILLINGS, BOARD SECRETARY, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $39,680 WERE MADE TO THE 457F PLAN IN 2024. TOTAL DISTRIBUTIONS OF $46,734 WERE MADE FROM THE PLAN. JOHN SCHIFFER, BOARD TREASURER, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. TOTAL CONTRIBUTIONS OF $30,859 WERE MADE TO THE 457F PLAN IN 2024. TOTAL DISTRIBUTIONS OF $26,448 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 243848 CASH VALUE