2025-11-10T09:37:27+00:00 2024-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-01-01 852669888 WPCU Sunshine Community Fund WPCU 8007620047 3560 Pentagon Blvd Beavercreek OH 454311706 Amy Reilly President 2025-11-10 true true Nicole Fishback P01279475 3173834000 2025-11-15 2024 2025-03-06 01:10:19Z Amy Reilly 3560 Pentagon Blvd Beavercreek OH 454311706 951015 false X WWW.WPCU.COOP/ABOUT-US/WPCU-IN-THE-COMMUNITY X 2015 OH TO STRENGTHEN THE FINANCIAL HEALTH AND WELL-BEING OF THE COMMUNITIES IN WHICH WRIGHT-PATT CREDIT UNION, ITS MEMBERS, AND PARTNER-EMPLOYEES LIVE AND WORK. 7 4 0 15 0 704746 919102 0 1641 2549 -15064 -13821 691323 907830 379500 337000 0 0 0 27852 87664 169612 467164 506612 224159 401218 954398 1369774 69 14227 954329 1355547 DEVELOP AND PROVIDE FINANCIAL LEARNING PROGRAMS, PRODUCTS, AND/OR SERVICES TO ENABLE FINANCIAL WELLBEING FOR ALL AGE GROUPS REGARDLESS OF ECONOMIC & SOCIAL SITUATIONS, BUT WITH AN EMPHASIS ON AREAS SUFFERING FROM FINANCIAL DISPARITIES. FACILITATE AND SUPPORT PROGRAMS THAT PROVIDE FINANCIAL STABILIZATION, MINORITY LENDING AND ENTREPRENEURIALISM WITHIN ECONOMICALLY STRESSED COMMUNITIES. SUPPORT AND DELIVER FINANCIAL WELLBEING PROGRAMS FOR MILITARY MEMBERS, VETERANS, AND THEIR FAMILIES. STRENGTHEN EMERGENCY OR EMERGING FINANCIAL WELLNESS INITIATIVES WITHIN THE COMMUNITIES WE SERVE. RESPOND TO COMMUNITY CRISES AND EMERGING ISSUES INFLUENCING OUR COMMUNITIES' FINANCIAL HEALTH AND WELL BEING. ADDRESS OPPORTUNITIES FOR ECONOMIC EXPANSION OF THE REGION(S) WPCU SERVES ESPECIALLY IN AREAS THAT WILL BENEFIT THOSE LIVING IN ECONOMICALLY STRESSED COMMUNITIES. false false 326325 322000 THE INSPI-RAY-TION COMMITTEE REPRESENTS THE CHARITABLE GIVING VOICES, VALUES AND HOPES OF WRIGHT-PATT CREDIT UNION EMPLOYEES. AS GOOD STEWARDS OF THE FUNDS RAISED BY EMPLOYEES, THIS COMMITTEE IS RESPONSIBLE FOR THE EVALUATION AND RECOMMENDATION OF NONPROFITS THAT WILL RECEIVE GRANTS THROUGHOUT THE YEAR WHILE ENSURING ALIGNMENT WITH THE FINANCIAL SECURITY AND WELLBEING BUILDING BLOCKS. 120101 15000 WPCU SUNSHINE COMMUNITY FUND MANAGES THE FOLLOWING FUNDS: 1. MONEYMAGNIFIER - ENHANCE FINANCIAL CAPABILITY DEVELOPMENT AMONG K COLLEGE STUDENTS, WITH INTENTIONAL EFFORTS GIVEN TO ENGAGE STUDENTS WHO ARE UNDERSERVED, COLLEGE-BOUND OR CURRENTLY IN COLLEGE AND LIVING WITHIN THE COMMUNITIES WPCU SERVES MONEYMAGNIFIER FEATURES A VARIETY OF FINANCIAL LEARNING ACTIVITIES, PROGRAMS AND CLASSROOM PRESENTATIONS TO ENABLE STUDENTS' FINANCIAL LITERACY TODAY AND FOSTER FINANCIALLY SECURE ADULTS IN THE FUTURE. 2. MANAGING YOUR FINANCES THROUGH CANCER - FINANCIAL LEARNING PROGRAM FOR PATIENTS WHO ARE DIAGNOSED WITH CANCER (ESPECIALLY STAGE 4 CANCER) IN THE DAYTON REGION. USING A COMBINATION OF ONE-ON-ONE COACHING, HANDS ON TOOLS AND SELF SERVE TECHNOLOGY, THE HYBRID FINANCIAL LEARNING PROGRAM INCLUDES AN INITIAL FINANCIAL EVALUATION/NEEDS ASSESSMENT TO DETERMINE IMMEDIATE NEXT STEPS FOR NEWLY DIAGNOSED CANCER PATIENTS AND THOSE WHO SURVIVE. 3. FIRST-TIME HOMEBUYER DOWN PAYMENT ASSISTANCE PROGRAM - PROVIDE GRANTS TO FIRST-TIME HOMEBUYERS WHO FALL BELOW A CERTAIN INCOME LEVEL. 4. DOUGLAS A. FECHER LEARNING IN EXCELLENCE SCHOLARSHIP PROGRAM - PROVIDES SCHOLARSHIPS TO STUDENTS IN NEED THAT ATTEND WRIGHT STATE UNIVERSITY OR THE UNIVERSITY OF CINCINNATI WITH AN OPTION TO RENEW THE SCHOLARSHIP FOR AN ADDITIONAL YEAR. 446426 true true false false false false false false false false false false false false false false false true false false false false false false true false false true true true false false false false false false false false false false false false false false false true false false true false true 0 0 0 false false false false false true true false false false false false false false false X 7 4 false false false false true true true true true false false false true true true true false false false false false false OH X Tim Andrews 8007620047 3560 Pentagon Blvd Beavercreek OH 454311706 AMY REILLY PRESIDENT, BOARD OF TRUSTEES 1.0 39.0 X X 0 502368 45531 CASSIE BARLOW VP. BOARD OF TRUSTEES 1.0 0.0 X X 0 0 0 KARIN VANZANT SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 CHUCK SHOWELL TRUSTEE 1.0 2.0 X 0 16521 0 DAVE RAMEY TRUSTEE 1.0 0.0 X 0 0 0 DIANNE FARRELL TRUSTEE 1.0 0.0 X 0 0 0 TIMOTHY MISLANSKY TRUSTEE 1.0 39.0 X 0 1055531 107960 TRACY SZARZI-FORS EXECUTIVE DIRECTOR 20.0 20.0 X 0 322145 45936 0 1896565 199427 0 false true false 0 135186 465628 318288 8804 919102 0 0 0 0 0 2549 2549 0 0 0 0 29364 135186 43185 -13821 -13821 0 0 0 0 0 907830 0 0 -11272 322000 322000 15000 15000 0 0 0 0 105015 63150 27755 14110 41480 38151 3329 CREDIT CARD FEES 364 14 350 OTHER 10954 8111 1250 1593 FUNDRAISER PRIZES 11799 11799 0 0 0 0 506612 446426 32334 27852 904056 1335449 43253 25304 0 0 0 0 0 0 7089 9021 0 0 0 0 0 0 0 0 954398 1369774 69 14227 0 0 0 0 69 14227 954329 1355547 954329 1355547 954398 1369774 401218 0 X false true true false X 0 777289 544493 704746 919102 2945630 0 0 0 777289 544493 704746 919102 2945630 1268101 1677529 0 375 790 1641 2549 5355 0 0 0 0 0 0 0 2950985 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Golf Outing 164550 135186 29364 1229 10714 17667 13575 0 0 164550 135186 29364 1229 10714 17667 13575 43185 -13821 true Artemis Center 310 West Monument Avenue Dayton OH 45402 311120194 501(c)(3) 12000 Community Giving Boys & Girls Club of Dayton 1828 W Stewart St Dayton OH 45417 310536657 501(c)(3) 10000 Community Giving Crayons to Classrooms 1750 Woodman Drive Dayton OH 45420 261594574 501(c)(3) 10000 Community Giving Rebuilding Together Dayton 15 W Fourth St Dayton OH 45402 311457626 501(c)(3) 20000 Community Giving Canal Winchester Human Services 80 Covenant Way Canal Winchester OH 43110 237454004 501(c)(3) 15000 Community Giving Clintonville-Beechwold Community Resources Center 3222 N High St Columbus OH 43202 310834578 501(c)(3) 20000 Community Giving Emerge Recovery and Trade Initiative 2960 W Enon Road Xenia OH 45385 870848322 501(c)(3) 10000 Community Giving Good Neighbor House 627 East First Street Dayton OH 45402 311374154 501(c)(3) 12500 Community Giving Impact Garage 4100 Industrial Lane Beavercreek OH 45430 873480052 501(c)(3) 15000 Community Giving Learn to Earn Dayton 200 S Keowee St Dayton OH 45402 810823777 501(c)(3) 15000 Community Giving The Foodbank Inc 56 Armor Place Dayton OH 45417 861082880 501(c)(3) 10000 Community Giving At Home By High 692 N High St Columbus OH 43215 821607009 501(c)(3) 10000 Community Giving Big Brothers Big Sisters of the Greater Miami Valley 22 S Jefferson Street Dayton OH 45402 310641306 501(c)(3) 10000 Community Giving Catholic Social Services 197 E Gay Street Columbus OH 432153292 314379437 501(c)(3) 10000 Community Giving Fairview Dayton United Methodist Church 828 W Fairview Ave Dayton OH 45406 310559891 501(c)(3) 10000 Community Giving Family Promise of Greene County Ohio 124 South Detroit Street Xenia OH 45385 311430758 501(c)(3) 15000 Community Giving Girls on the Run of Dayton PO Box 752105 Dayton OH 45475 272528377 501(c)(3) 10000 Community Giving Hannah's Treasure Chest 124 Westpark Rd Centerville OH 45459 311772684 501(c)(3) 15000 Community Giving Miami Valley Urban League (Urban League of Greater Southwestern Ohio) 31 South Main Street Dayton OH 45402 310565428 501(c)(3) 7500 Community Giving NPower 31 S Main St Dayton OH 45402 134145441 501(c)(3) 7500 Community Giving Old North Dayton Neighborhood Association PO Box 64 Dayton OH 45404 311281468 501(c)(3) 10000 Community Giving TCN Behavioral Health Services INC 1825 Commerce Center Blvd Fairborn OH 45324 311305635 501(c)(3) 10000 Community Giving The New Path Inc 7695 South County Road 25-A Tipp City OH 45371 311710997 501(c)(3) 10000 Community Giving Treats4thestreets 7460 Harbour Town Drive Pickerington OH 43147 873311812 501(c)(3) 10000 Community Giving Westerville Area Resource Ministry (WARM) 150 Heatherdown Dr Westerville OH 43081 311640355 501(c)(3) 10000 Community Giving Yellow Springs Home Inc PO Box 503 Yellow Springs OH 45387 311656193 501(c)(3) 15000 Community Giving 26 0 Scholarship 6 15000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds WE USE A GRANT MANAGEMENT DATABASE SYSTEM. WE HAVE A COMMITTEE THAT OVERSEES THE GRANTS. WE ALSO HAVE NONPROFITS SIGN A LETTER OF UNDERSTANDING THAT THE FUNDS WILL BE USED FOR THE PURPOSES STATED IN THE GRANT APPLICATION. WE VERIFY THIS THROUGH A REPORT PROVIDED TO US FROM THE NONPROFITS 12 MONTHS AFTER THE FUNDS ARE GRANTED TO ENSURE THEY WERE USED AS INTENDED. false true false false false false false false false AMY REILLY PRESIDENT, BOARD OF TRUSTEES 0 388168 0 85000 0 29200 0 24515 0 21016 0 547899 0 0 TIMOTHY MISLANSKY TRUSTEE 0 793508 0 210000 0 52023 0 73944 0 34016 0 1163491 0 0 TRACY SZARZI-FORS EXECUTIVE DIRECTOR 0 233939 0 55000 0 33206 0 21620 0 24316 0 368081 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: TIMOTHY MISLANSKY PARTICIPATED IN A 457F PLAN AS OF 1/1/2024. FOR 2024 $46,344 WAS CONTRIBUTED. Schedule J, Part I, Line 3 CEO/EXECUTIVE DIRECTOR COMPENSATION PROCESS THE COMPENSATION IS DETERMINED BY THE RELATED ORGANIZATION WRIGHT-PATT CREDIT UNION. Form 990, Part VI, Line 15a PROCESS TO DETERMINE CEO COMP & REVIEW OTHER OFFICERS AND KEY EMPLOYEES THESE QUESTIONS ARE NO BECAUSE THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS WRIGHT-PATT CREDIT UNION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MEMBERS OF THE CORPORATION SHALL BE INDIVIDUALS OR ENTITIES APPROVED FOR MEMBERSHIP BY A MAJORITY OF THE MEMBERS ON SUCH TERMS AND CONDITIONS AS MAY BE ESTABLISHED FROM TIME TO TIME BY THE MEMBERS (OR IF NONE, BY THE TRUSTEES). THE CORPORATION'S SOLE MEMBER SHALL BE WRIGHT PATT CREDIT UNION, INC., AS OF THE DATE THIS AMENDED CODE OF REGULATIONS IS ADOPTED. AT ANY TIME THAT THE CORPORATION HAS NO MEMBERS, THE TRUSTEES OF THE CORPORATION SHALL ACT AS ITS ONLY MEMBERS, AND FOR PURPOSES OF ANY STATUTE, RULE OR LAW RELATING TO CORPORATIONS, SHALL HAVE ALL RIGHTS AND PRIVILEGES OF MEMBERS UNLESS AND UNTIL THE CORPORATION HAS APPROVED MEMBERS AS PROVIDED HEREIN. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders MEMBERS OF THE CORPORATION SHALL BE INDIVIDUALS OR ENTITIES APPROVED FOR MEMBERSHIP BY A MAJORITY OF THE MEMBERS ON SUCH TERMS AND CONDITIONS AS MAY BE ESTABLISHED FROM TIME TO TIME BY THE MEMBERS (OR IF NONE, BY THE TRUSTEES). THE CORPORATION'S SOLE MEMBER SHALL BE WRIGHT PATT CREDIT UNION, INC., AS OF THE DATE THIS AMENDED CODE OF REGULATIONS IS ADOPTED. AT ANY TIME THAT THE CORPORATION HAS NO MEMBERS, THE TRUSTEES OF THE CORPORATION SHALL ACT AS ITS ONLY MEMBERS, AND FOR PURPOSES OF ANY STATUTE, RULE OR LAW RELATING TO CORPORATIONS, SHALL HAVE ALL RIGHTS AND PRIVILEGES OF MEMBERS UNLESS AND UNTIL THE CORPORATION HAS APPROVED MEMBERS AS PROVIDED HEREIN. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED BY THE PRESIDENT AND EXECUTIVE DIRECTOR AND IS THEN PRESENTED TO THE BOARD OF TRUSTEES DURING A BOARD MEETING PRIOR TO BEING FILED. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. Form 990, Part VI, Line 12c Conflict of interest policy AS PART OF THE BY-LAWS, EVERY TRUSTEE AGREED TO THE CONFLICT OF-INTEREST POLICY. ALL BOARD OF TRUSTEES, DIRECTORS AND VOLUNTEERS SIGN A BOARD OF TRUSTEES GOVERNANCE DOCUMENT RESTATING THEIR ROLES AND ADDRESSING CONFLICT OF INTEREST. IN ADDITION, AT EVERY MEETING REQUIRING DECISIONS, THE BOARD CHAIR REMINDS OTHERS OF THE CONFLICT-OF-INTEREST POLICY. IF THERE IS A CONFLICT OF INTEREST, THE TRUSTEE, DIRECTOR, AND/OR VOLUNTEER WOULD NOT BE PERMITTED TO PARTICIPATE IN ANY DELIBERATIONS AND/OR DECISIONS CONCERNING THE CONFLICT OF INTEREST TOPIC. Form 990, Part VI, Line 19 Required documents available to the public APPROPRIATE DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST. WRIGHT-PATT CREDIT UNION INC 3560 PENTAGON BLVD BEAVERCREEK OH 45431 310278870 CREDIT UNION OH 501(c)(14) NA false false false true false true false false false false false false false true false false true false false false WRIGHT-PATT CREDIT UNION C 465628 CASH, FMV GOODS Schedule R, Part V, Line 1m TRANSACTIONS WITH RELATED ORGANIZATION WPCU SUNSHINE COMMUNITY FUND'S IN-KIND CONTRIBUTIONS HAVE NOT BEEN REPORTED ON THE TAX RETURN. WPCU SUNSHINE COMMUNITY FUND SHARES EMPLOYEES WITH THEIR RELATED PARTY WRIGHT-PATT CREDIT UNION.