Nonprofit · EIN 85-2669888
WPCU SUNSHINE COMMUNITY FUND
Tax-exempt · BEAVERCREEK, OH 45431
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $907,830 | $506,612 | $401,218 | $1,369,774 | $14,227 | $1,355,547 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $919,102
- Program service revenue
- $0
- Investment income
- $2,549
- Net income from fundraising events
- -$13,821
- Other revenue
- -$13,821
Expenses
- Grants and similar amounts paid
- $337,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $446,426
- Management and general (functional)
- $32,334
- Fundraising (functional)
- $27,852
Balance sheet and other
- Total assets, start of year
- $954,398
- Total assets, end of year
- $1,369,774
- Total liabilities, end of year
- $14,227
- Net assets, end of year
- $1,355,547
- Net assets without donor restrictions
- $1,355,547
- Gross receipts
- $951,015
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2015
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY MISLANSKY | TRUSTEE Trustee or director | 1 | $0 | $1,055,531 | $107,960 |
| AMY REILLY | PRESIDENT, BOARD OF TRUSTEES Trustee or director, Officer | 1 | $0 | $502,368 | $45,531 |
| TRACY SZARZI-FORS | EXECUTIVE DIRECTOR Officer | 20 | $0 | $322,145 | $45,936 |
| CHUCK SHOWELL | TRUSTEE Trustee or director | 1 | $0 | $16,521 | $0 |
| CASSIE BARLOW | VP. BOARD OF TRUSTEES Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KARIN VANZANT | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVE RAMEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANNE FARRELL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3560 PENTAGON BLVD, BEAVERCREEK, OH 45431-2779
- In care of
- % TIM ANDREWS
- Mailing address (990-N for 2020)
- 3560 Pentagon Blvd, Beavercreek OH 45431
- Principal officer (990 for 2024)
- Amy Reilly, 3560 Pentagon Blvd, Beavercreek, OH 454311706
- Principal officer (990-N for 2020)
- Amy Reilly, 3560 Pentagon Blvd, Beavercreek OH 45431
- Signed the 990
- Amy Reilly, President
- Phone
- (800) 762-0047
- Return prepared by
- Forvis Mazars LLP
Mission
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.
Program accomplishments
- 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.Expenses $326,325 · grants $322,000
- 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.Expenses $120,101 · grants $15,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-2669888
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,369,774
- Income (IRS master file)
- $951,015
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $691,323 | $467,164 | $954,398 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $529,996 | $394,045 | $730,994 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Amy Reilly | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about WPCU SUNSHINE COMMUNITY FUND
- What is the EIN of WPCU SUNSHINE COMMUNITY FUND?
- The employer identification number (EIN) of WPCU SUNSHINE COMMUNITY FUND is 85-2669888.
- Is WPCU SUNSHINE COMMUNITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to WPCU SUNSHINE COMMUNITY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WPCU SUNSHINE COMMUNITY FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WPCU SUNSHINE COMMUNITY FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WPCU SUNSHINE COMMUNITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WPCU SUNSHINE COMMUNITY FUND?
- The 990 for the year ended December 31, 2024 names Amy Reilly.
- Who are the officers and directors of WPCU SUNSHINE COMMUNITY FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does WPCU SUNSHINE COMMUNITY FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $907,830, expenses of $506,612 and total assets of $1,369,774 at year end.
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