Occu Foundation Inc
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.
Occu Foundation Inc at a glance
In short: Occu Foundation Inc gave $341K across 11 grants in 2024 (avg $31K), mostly in Oregon. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $340,666
- -28.1% vs 2023
- Grants made (2024)
- 11
- -54.2% vs 2023
- Average grant
- $30,970
- +56.9% vs 2023
- Median grant
- $12,980
- Total assets
- $1,604,779
- +15.3% vs 2023
- Primary geography
- Oregon (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated November 2026.
Who Occu Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Peacehealth Sacred Heart Foundation ($177K). Together the top 10 received $335K.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 86 grants of 98 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
How Occu Foundation Inc gives
Estimate from itemized grant lists in IRS Form 990 filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2024, annual grant giving ranged from $341K (2024) to $850K (2022). In 2024 it made 11 grants totaling $341K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Peacehealth Sacred Heart Foundation Eugene, OR | General Support | $176,936 |
| Food for Lane County Eugene, OR | General Support | $45,500 |
| Bethel Education Foundation Eugene, OR | General Support | $24,000 |
| Ronald McDonald House Charities Springfield, OR | General Support | $20,000 |
| Mosaic Community Health Bend, OR | General Support | $19,500 |
| Project Hope of Lane County Springfield, OR | General Support | $12,980 |
| American Cancer Society Portland, OR | General Support | $10,500 |
| Muscular Dystrophy Association Chicago, IL | General Support | $10,000 |
| Positive Community Kitchen Eugene, OR | General Support | $10,000 |
| Community Sharing Program Cottage Grove, OR | General Support | $5,750 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $1,604,779 | $622,059 | $408,906 | $340,666 | 11 | $20,138 |
| 2023 | $1,391,626 | $689,677 | $488,087 | $473,800 | 24 | $16,383 |
| 2022 | $1,190,036 | $901,213 | $937,020 | $849,998 | 25 | $6,302 |
| 2021 | $1,225,843 | $1,050,287 | $572,041 | $538,250 | 21 | $1,228 |
| 2020 | $747,597 | $851,378 | $549,367 | $543,067 | 17 | $750 |
| 2018 | $250,607 | $767,707 | $517,100 | $515,000 | 2 | $107 |
About Occu Foundation Inc
Based on IRS filings
Occu Foundation Inc is a public charity, based in Eugene, OR. IRS filing data is available from 2018 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 11 grants totaling $341K. Net investment income was $20K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Occu Foundation Inc is led by Gregory Schumacher, Board President on every filing since 2023; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Gregory Schumacher
Board President
On filings since 2023
5 hrs/week
No compensation reported
Ron Neumann
Board Chairman
On filings since 2018
5 hrs/week
No compensation reported
Brian Alfano
Director
On filings since 2020
2 hrs/week
No compensation reported
Tracey Keffer
Director
Chief Human Resources Officer → Director, 2022
On filings since 2021
2 hrs/week
No compensation reported
Heather Billings
Board Secretary
On filings since 2018
5 hrs/week
No compensation reported
John Schiffer
Board Treasurer
On filings since 2022
5 hrs/week
No compensation reported
Former officers (5)
- Former: Russ Bernardo (2020–2023) — Director
- Former: Greg Schumacher (2018–2022) — Board President
- Former: Dave Schiffer (2018–2021) — Vice President of Finance
- Former: Darrell Stark (2018) — Director
- Former: Deborah Mersino (2018) — Director
Data from IRS Form 990 filings, 2018–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Occu Foundation Inc
How much does Occu Foundation Inc give each year?
Occu Foundation Inc gave $341K across 11 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $474K across 24 grants.
What is Occu Foundation Inc's typical grant size?
Occu Foundation Inc's median grant in 2024 was $12,980, and its average grant was $30,970, across 11 grants on its 2024 IRS Form 990.
Where does Occu Foundation Inc give grants?
Occu Foundation Inc gives mostly in Oregon: 97% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Eugene, OR (5 grants) and Springfield, OR (2 grants).
Does Occu Foundation Inc give general operating support?
Yes: 100% of Occu Foundation Inc's 2024 grants with a stated purpose (11 of 11) were for general or operating support, per its 2024 IRS Form 990.
Who are Occu Foundation Inc's largest grantees?
Occu Foundation Inc's largest 2024 grantees include Peacehealth Sacred Heart Foundation ($176,936), Food for Lane County ($45,500) and Bethel Education Foundation ($24,000), according to its 2024 IRS Form 990. Together they received 72% of its itemized 2024 grant dollars.
How large is Occu Foundation Inc?
Occu Foundation Inc reported $1.6M in total assets on its 2024 IRS Form 990. Its revenue that year was $622K.
What is Occu Foundation Inc's EIN?
Occu Foundation Inc's EIN (Employer Identification Number) is 83-0566255. IRS Form 990 filing data is available on this page for 2018–2024.
Data last updated November 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2018 (received by the IRS January 14, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS September 21, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 28, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 28, 2026)
Live grants for the work Occu Foundation Inc funds
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Occu Foundation Inc down — hundreds of funders to go?