OCCU FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

JOHN SCHIFFER

Phone

5416816062

Tax Period

2024-01-01 to 2024-12-31

OCCU FOUNDATION INC, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $622K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $213K, a strong 34% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $408,906 Revenue: $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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $619,612

Program Service Revenue $0

Investment Income $20,138

Other Revenue $-17,691

TOTAL REVENUE $622,059

Expense Breakdown

Grants Paid $406,316

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $408,906

Other Expenses $2,590

TOTAL EXPENSES $408,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$622,059	$689,677	-0.1%
Expenses	$408,906	$488,087	-0.2%
Net Income	$213,153	$201,590	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,881,353

Total Directors

$3,630,182

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON NEUMANN	BOARD CHAIRMAN	5.00	Officer Director	$0	$98,112	$1,269,383
GREGORY SCHUMACHER	BOARD PRESIDENT	5.00	Officer Director	$0	$131,435	$724,556
HEATHER BILLINGS	BOARD SECRETARY	5.00	Officer Director	$0	$94,928	$504,441
BRIAN ALFANO	DIRECTOR	2.00	Director	$0	$104,476	$558,230
TRACEY KEFFER	DIRECTOR	2.00	Director	$0	$93,867	$573,572
JOHN SCHIFFER	BOARD TREASURER	5.00	Officer	$0	$76,443	$382,973

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$622,059	$408,906	$1,604,779	$213,153
2023	$689,677	$488,087	$1,391,626	$201,590
2022	$901,213	$937,020	$1,190,036	$-35,807
2021	$1,050,287	$572,041	$1,225,843	$478,246
2020	$851,378	$549,367	$747,597	$302,011
2019	$448,937	$253,958	$445,586	$194,979
2018	$767,707	$517,100	$250,607	$250,607