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Oregon · Public charity

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.

$406k
Granted FY2024(still arriving)
11
Itemized grants FY2024
23
Organizations funded FY2023
52%
First-time grantees FY2023
Read the full brief
Itemized, FY2024
$341k
The rest is grants the schedule does not break out
Median grant, FY2024
$12,980
Largest grant, FY2024
$176,936
Organizations funded a year
2 to 24
FY2018 to FY2023
States reached, FY2024
2
Total assets, FY2024
$1.6M

How open it is to new grantees

In FY2023, 52% of the organizations Occu Foundation Inc funded were first-time grantees, receiving 15% of its grant dollars.

New vs renewed · share of each year

In FY2023, 85% of grant dollars renewed an existing relationship; $69k went to new ones.

50%100%’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23
Human ServicesHealthEducationPublic Safety & DisasterFood & NutritionPhilanthropyOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving11$341k18%
FY202323$454k52%
FY202224$840k63%
FY202121$538k76%
FY202014$543k64%
FY20194$254k75%
FY20182$515kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Health$1.4MEducation$1.2MRecreation & Sports$266kHuman Services$194kFood & Nutrition$187kPublic Safety & Disaster$118kPhilanthropy$88kCrime & Legal$45kOther$0

Top grantees

Largest recipients by total granted, FY2018 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 59 grantees
All grantees of Occu Foundation Inc by total granted
GranteeTotal grantedYearsShare of their budget
Peacehealth Sacred Heart Medical Center Foundation$986,93667%
University of Oregon Foundation$914,02550%
Eugene Civic Alliance$250,00031%
Lane Community College Foundation$156,50042%
Ronald McDonald House Charities of Oregon and Southwest Washington$121,50041%
Food for Lane County$106,50030%
Young Men's Christian Association of Eugene$100,00010%
Children's Miracle Network$49,50050%
Marion-Polk Food Share Inc$45,00020%
American Cancer Society Inc$44,69830%
Bethel Education Foundation$44,000231%
Parenting Now$40,00013%
United Way of Lane County$35,00010%
Education Together Foundation Inc$31,50028%
Salem Health Foundation$30,00031%
Muscular Dystrophy Association Inc$30,00030%
Blessings in a Backpack$30,0001n/a
Corvallis Neighborhood Housing Services Inc$30,00020%
Project Hope of Lane County$22,980210%
Bushnell University Fka Northwest Christian University$22,50020%
Gowest Foundation$21,80021%
McKenzie Community Development Corporation$20,00013%
Springfield Area Chamber of Commerce Fou$20,0001n/a
Positive Community Kitchen$20,00024%
Mosaic Community Health$19,50010%
Cascade Relief Team$17,50012%
Oregon Parks Forever$15,80021%
McKenzie Fire and Rescue$15,7501n/a
Sparrow Clubs USA$15,00012%
Lovefirst$15,000143%
Every Child Lane County$11,00021%
Relief Nursery Inc$10,00020%
McKenzie Valley Ltrg of Lane County$10,0001n/a
Lines for Life$10,00010%
Vida McKenzie Community Center$10,00015%
Oregon Food Bank$10,00010%
Arc of Lane County$10,00010%
Keep Oregon Green Association Inc$10,00011%
Blessings in a Backpack Inc$10,00010%
Santiam Hospital$10,0001n/a
McKenzie Masters Foundation$7,500115%
Echo Mountain Fire Relief$7,5001n/a
Make-A-Wish Foundation of Oregon$7,50010%
Nw Rebuild Project$7,5001n/a
American Heart Association Inc$7,50010%
American Cancer Society$7,0001n/a
Smart Reading$6,00010%
Worldwide Foundation for Credit Unions Inc$6,00010%
Community Sharing Program$5,75010%
Boys and Girls Clubs of Emerald Valley$5,50010%
Volunteers in Medicine Clinic$5,00010%
Oslc Developments Inc$5,00010%
Bethel School District #52$5,0001n/a
Oregon Coast Aquarium Inc$5,00010%
Connected Lane County$5,00010%
Casa of Lane County$5,00010%
The Fish of Roseburg$5,00011%
Hosea Youth Services$5,00011%
Bags of Love$5,00010%

Where it is load-bearing

Occu Foundation Inc supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 50 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPeacehealth Sacred Heart Medical Center Foundation: $986,936 over 6y, 7.4% of budgetUniversity of Oregon Foundation: $914,025 over 5y, 0.1% of budgetEugene Civic Alliance: $250,000 over 3y, 1.2% of budgetLane Community College Foundation: $156,500 over 4y, 2.3% of budgetRonald McDonald House Charities of Oregon and Southwest Washington: $121,500 over 4y, 0.9% of budgetFood for Lane County: $106,500 over 3y, 0.2% of budgetYoung Men's Christian Association of Eugene: $100,000 over 1y, 0.4% of budgetChildren's Miracle Network: $49,500 over 5y, 0.0% of budgetMarion-Polk Food Share Inc: $45,000 over 2y, 0.2% of budgetAmerican Cancer Society Inc: $44,698 over 3y, 0.0% of budgetBethel Education Foundation: $44,000 over 2y, 31% of budgetParenting Now: $40,000 over 1y, 3.0% of budgetUnited Way of Lane County: $35,000 over 1y, 0.4% of budgetEducation Together Foundation Inc: $31,500 over 2y, 7.8% of budgetSalem Health Foundation: $30,000 over 3y, 1.1% of budgetMuscular Dystrophy Association Inc: $30,000 over 3y, 0.0% of budgetCorvallis Neighborhood Housing Services Inc: $30,000 over 2y, 0.2% of budgetProject Hope of Lane County: $22,980 over 2y, 9.6% of budgetBushnell University Fka Northwest Christian University: $22,500 over 2y, 0.1% of budgetGowest Foundation: $21,800 over 2y, 1.2% of budgetMcKenzie Community Development Corporation: $20,000 over 1y, 3.3% of budgetPositive Community Kitchen: $20,000 over 2y, 3.9% of budgetMosaic Community Health: $19,500 over 1y, 0.0% of budgetCascade Relief Team: $17,500 over 1y, 1.9% of budgetOregon Parks Forever: $15,800 over 2y, 1.4% of budgetSparrow Clubs USA: $15,000 over 1y, 1.8% of budgetLovefirst: $15,000 over 1y, 43% of budgetEvery Child Lane County: $11,000 over 2y, 0.9% of budgetRelief Nursery Inc: $10,000 over 2y, 0.1% of budgetLines for Life: $10,000 over 1y, 0.1% of budgetVida McKenzie Community Center: $10,000 over 1y, 4.7% of budgetOregon Food Bank: $10,000 over 1y, 0.0% of budgetArc of Lane County: $10,000 over 1y, 0.2% of budgetKeep Oregon Green Association Inc: $10,000 over 1y, 1.1% of budgetBlessings in a Backpack Inc: $10,000 over 1y, 0.1% of budgetMcKenzie Masters Foundation: $7,500 over 1y, 15% of budgetMake-A-Wish Foundation of Oregon: $7,500 over 1y, 0.1% of budgetAmerican Heart Association Inc: $7,500 over 1y, 0.0% of budgetSmart Reading: $6,000 over 1y, 0.1% of budgetWorldwide Foundation for Credit Unions Inc: $6,000 over 1y, 0.1% of budgetCommunity Sharing Program: $5,750 over 1y, 0.3% of budgetBoys and Girls Clubs of Emerald Valley: $5,500 over 1y, 0.3% of budgetVolunteers in Medicine Clinic: $5,000 over 1y, 0.3% of budgetOslc Developments Inc: $5,000 over 1y, 0.1% of budgetOregon Coast Aquarium Inc: $5,000 over 1y, 0.0% of budgetConnected Lane County: $5,000 over 1y, 0.1% of budgetCasa of Lane County: $5,000 over 1y, 0.4% of budgetThe Fish of Roseburg: $5,000 over 1y, 0.9% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 50.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Oregon Community FoundationOR63× affinity40 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Oregon Community Foundation · The Ford Family Foundation · Chambers Family Foundation · The Roundhouse Foundation · The Woodard Family Foundation · Marie Lamfrom Charitable Foundation Trust · United Way of Lane County · McKay Family Foundation · PeaceHealth · The Autzen Foundation · Juan Young Trust · The Coeta and Donald Barker Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Occu Foundation Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Occu Foundation Inc?

Find your warmest path to Occu Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Occu Foundation Inc

How much does Occu Foundation Inc give?
Occu Foundation Inc reported 11 itemized grants totaling $340,666, out of $406,316 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 2 and 24 organizations a year over FY2018 to FY2023.
What does Occu Foundation Inc fund?
By grant dollars over FY2018 to FY2024, its largest causes are Health (39%), Education (33%), Recreation & Sports (8%).
Who are Occu Foundation Inc's largest grantees?
By total granted over FY2018 to FY2024: Peacehealth Sacred Heart Medical Center Foundation ($987k), University of Oregon Foundation ($914k), Eugene Civic Alliance ($250k).
Does Occu Foundation Inc fund new organizations?
In FY2023, 52% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Occu Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include The Oregon Community Foundation, The Ford Family Foundation, Chambers Family Foundation.
Where is Occu Foundation Inc based?
Occu Foundation Inc is based in OR.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 61 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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