2023-11-03T14:23:49-05:00 2022-12-31 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2022-01-01 852669888 WPCU Sunshine Community Fund % TIM ANDREWS WPCU 8007620047 3560 Pentagon Blvd Beavercreek OH 45431 AMY REILLY PRESIDENT 9379127114 2023-11-15 true AMY REILLY 999009999 NICOLE B FISHBACK P01279475 3173834000 2023-11-15 2 2022 2023-04-26 12:10:37Z AMY REILLY 3560 Pentagon Blvd Beavercreek OH 45431 571625 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 0 665785 544493 0 0 375 790 101209 -15287 767369 529996 142000 323500 0 0 0 0 0 0 15833 37930 70545 179930 394045 587439 135951 594514 730994 295 824 594219 730170 X 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 285346 284000 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. 66968 39500 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 ACTIVITES, PROGRAMS AND CLASSROOM PRESENTATIONS TO ENABLE STUDENTS' FINANCIAL LITERACY TODAY AND FOSTER FINIANCIALLY 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. 352314 true true 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 true false true false true 2 0 true 0 false false false false false true true false false false false false false X 7 4 false false false false true true true true true false false true true true true false false false false false OH X TIM ANDREWS 8007620047 3560 PENTAGON BLVD BEAVERCREEK OH 454311706 TIMOTHY MISLANSKY BOARD OF TRUSTEE 1.0 39.0 X 0 694774 98089 AMY REILLY President, Board of Trustee 1.0 40.0 X X 0 430519 41762 TRACY SZARZI-FORS EXECUTIVE DIRECTOR 15.0 25.0 X 0 292652 34062 CHUCK SHOWELL BOARD OF TRUSTEE 1.0 2.0 X 0 15663 0 DAVE RAMEY BOARD OF TRUSTEE-START 1/1/22 1.0 0.0 X 0 0 0 CASSIE BARLOW VP. BOARD OF TRUSTEE 1.0 0.0 X X 0 0 0 DIANNE FARRELL BOARD OF TRUSTEE-START 1/1/22 1.0 0.0 X 0 0 0 KARIN VANZANT SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 0 1433608 173913 0 false true false 0 117799 228332 198362 6010 544493 0 790 790 0 0 0 0 0 0 26342 117799 41629 -15287 -15287 0 0 0 0 0 0 0 529996 -14497 284000 284000 39500 39500 0 0 0 0 0 0 0 0 0 611 611 6195 6195 0 0 0 0 24789 11977 10596 2216 74 74 24521 16788 7733 0 0 153 153 0 0 0 0 0 0 CREDIT CARD FEES 310 310 PRIZES 12129 12129 OTHER 1763 49 536 1178 394045 352314 25898 15833 552539 681230 0 0 21500 22758 18395 19145 0 0 0 0 0 0 0 0 2080 7861 0 0 0 0 0 0 0 0 0 0 0 0 594514 730994 295 824 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 295 824 X 594219 730170 0 0 594219 730170 594514 730994 135951 X false true X true false X 0 0 0 777289 544493 1321782 0 0 0 0 0 777289 544493 1321782 552095 769687 0 0 0 375 790 1165 0 0 0 0 0 0 0 1322947 X SCHEDULE A, PART II, COLUMN (D) Income from 2021 was updated from the prior tax return filed to reclass amounts on line 9 to line 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF OUTING 144141 117799 26342 12091 9212 15481 4845 0 144141 117799 26342 12091 9212 15481 4845 41629 -15287 true CRAYONS TO CLASSROOMS 1750 Woodman Drive Dayton OH 45420 261594574 501(C)(3) 12500 EXPRESSIONS OF LIFE INC 160 Salem Ave Dayton OH 45406 454461591 501(C)(3) 16500 FREEDOM A LA CART 123 E Spring Street Columbus OH 43215 263114093 501(C)(3) 18000 SUPPORT ORGANIZATION HABITAT FOR HUMANITY OF GREATER DAYTON 115 W Riverview Avenue Dayton OH 45403 311104456 501(C)(3) 20000 SUPPORT ORGANIZATION ISAIAH'S PLACE INC 61 S Stanfield Rd Troy OH 45373 010779327 501(C)(3) 7200 SUPPORT ORGANIZATION KETTERING MEDICAL CENTER FOUNDATION 1079 W Stroop Rd Kettering OH 45429 237419897 501(C)(3) 15000 SUPPORT ORGANIZATION NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION 525 E Mound Street Columbus OH 43215 311036370 501(C)(3) 16000 SUPPORT ORGANIZATION WE CARE ARTS 3035 Wilmington Pike Kettering Kettering OH 45429 311295721 501(C)(3) 5300 SUPPORT ORGANIZATION WESLEY DAYTON 3730 Delphos Avenue Dayton OH 45417 300203259 501(C)(3) 12500 SUPPORT ORGANIZATION AGAPE OF YOUTH 2300 S Edwin C Moses Blvd Suite Dayton OH 45417 311265401 501(C)(3) 16000 SUPPORT ORGANIZATION ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT 31 W Whipp Road Dayton OH 45459 133039601 501(C)(3) 15000 SUPPORT ORGANIZATION COUNTY CORP 130 W Second Street Dayton OH 45402 310978908 501(C)(3) 10000 SUPPORT ORGANIZATION FAMILY PROMISE OF GREENE COUNTY OHIO 124 South Detroit Street Xenia OH 45385 311430758 501(C)(3) 15000 SUPPORT ORGANIZATION JUNIOR ACHIEVEMENT OF OKI PARTNERS INC 644 Linn Street Cincinnati OH 45203 320014307 501(C)(3) 15000 SUPPORT ORGANIZATION NC4K 374 Morrison Road Columbus OH 43213 271117309 501(C)(3) 15000 SUPPORT ORGANIZATION SET THE BANQUET TABLE DBA MIAMI VALLEY MEALS 428 S Edwin C Moses Blvd Dayton OH 45402 475233212 501(C)(3) 10000 SUPPORT ORGANIZATION STAR HOUSE 1220 Corrugated Way Columbus OH 43201 471857320 501(C)(3) 15000 SUPPORT ORGANIZATION ST VINCENT DE PAUL SOCIAL SERVICES INC 124 W Apple St Dayton OH 45402 311132259 501(C)(3) 10000 SUPPORT ORGANIZATION VISTA VILLAGE INC 92 Northwoods Blvd Columbus OH 43235 843029795 501(C)(3) 15000 SUPPORT ORGANIZATION YWCA COLUMBUS 65 South Fourth St Columbus OH 43215 314379597 501(C)(3) 10000 SUPPORT ORGANIZATION 20 SCHOLARSHIP 3 7500 FIRST TIME HOMEBUYER ASSISTANCE 14 32000 SCHEDULE I, PART I, LINE 2 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 TRACY SZARZI-FORS EXECUTIVE DIRECTOR 0 197615 0 60760 0 34277 0 20171 0 13891 0 326714 0 0 AMY REILLY President, Board of Trustee 0 294085 0 98260 0 38174 0 23596 0 18166 0 472281 0 0 TIMOTHY MISLANSKY BOARD OF TRUSTEE 0 512820 0 146510 0 35444 0 70188 0 27901 0 792863 0 0 SCHEDULE J, PART I, LINE 3 PROCESS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: THE COMPENSATION IS DETERMINED BY THE RELATED ORGANIZATION WRIGHT-PATT CREDIT UNION. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: TIMOTHY MISLANSKY PARTICIPATED IN A 457F PLAN AS OF 1/1/2022. FOR 2022 $45,788 WAS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION: THE SOLE MEMBER OF THE CORPORATION IS WRIGHT-PATT CREDIT UNION. FORM 990, PART VI, SECTION A, LINE 7A AND 7B POWER OF MEMBERS: 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, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: 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, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: AS PART OF THE BY-LAWS, EVERY TRUSTEE AGREED TO THE CONFLICT-OF-INTEREST POLICY. MOVING FORWARD, WE WILL MAKE 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, SECTION B, LINE 15A & 15B 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, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABILITY: APPROPRIATE DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART VII, SECTION A, LINE 3 EXECUTIVE DIRECTOR COMPENSATION: WRIGHT-PATT CREDIT UNION GIVES AN IN-KIND DONATION TO COVER THE EXECUTIVE DIRECTOR'S COMPENSATION. WRIGHT-PATT CREDIT UNION INC 3560 PENTAGON BLVD BEAVERCREEK OH 45431 310278870 CREDIT UNION OH 14 false false false true false false false false false false false false true true true true false false false WRIGHT-PATT CREDIT UNION c 249532 CASH, FMV goods FORM 990, PART V LINE 1M, N, AND O 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.