2024-11-14T11:25:14+00:00 2023-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-01-01 852669888 WPCU Sunshine Community Fund WPCU 8007620047 3560 Pentagon Blvd Beavercreek OH 454311706 Amy Reilly President 2024-11-14 true true Nicole Fishback P01279475 3173834000 2024-11-15 2023 2024-10-15 13:58:12Z Amy Reilly 3560 Pentagon Blvd Beavercreek OH 454311706 730775 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 5 0 15 0 0 544493 704746 0 790 1641 -15287 -15064 529996 691323 323500 379500 0 0 0 17076 70545 87664 394045 467164 135951 224159 730994 954398 824 69 730170 954329 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 333706 332000 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. 87271 47500 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. 420977 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 1 true 0 false false false false false true true false false false false false false X 7 5 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 AMY REILLY PRESIDENT, BOARD OF TRUSTEE 1.0 39.0 X X 0 445775 44983 CASSIE BARLOW VP. BOARD OF TRUSTEE 1.0 0.0 X X 0 0 0 KARIN VANZANT SECRETARY/TREASURER 1.0 0.0 X X 0 0 0 CHUCK SHOWELL BOARD OF TRUSTEE 1.0 2.0 X 0 0 0 DAVE RAMEY BOARD OF TRUSTEE 1.0 0.0 X 0 0 0 DIANNE FARRELL BOARD OF TRUSTEE 1.0 0.0 X 0 0 0 TIMOTHY MISLANSKY BOARD OF TRUSTEE 1.0 39.0 X 0 1022274 101386 TRACY SZARZI-FORS EXECUTIVE DIRECTOR 13.0 27.0 X 0 313409 42183 0 1781458 188552 0 false true false 0 135210 260809 308727 6425 704746 0 0 0 0 0 1641 1641 0 0 0 0 24388 135210 39452 -15064 -15064 0 0 0 0 0 691323 0 0 -13423 332000 332000 47500 47500 200 200 6799 6799 0 0 0 0 29948 14486 15462 98 98 31101 25221 5880 14 14 PRIZES 12906 12906 OTHER 3503 1672 473 1358 EVENT EXPENSE 2467 2467 CREDIT CARD FEES 345 345 283 0 283 0 467164 420977 29111 17076 681230 904056 22758 43253 19145 0 0 0 0 0 7861 7089 0 0 0 0 0 0 0 0 730994 954398 824 69 0 0 0 0 824 69 730170 954329 730170 954329 730994 954398 224159 0 X false true X true false X 0 0 777289 544493 704746 2026528 0 0 0 0 777289 544493 704746 2026528 820906 1205622 0 0 375 790 1641 2806 0 0 0 0 0 0 0 2029334 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Golf Outing 159598 135210 24388 940 8533 9432 13587 6960 0 0 159598 135210 24388 940 8533 9432 13587 6960 39452 -15064 true The Gala of Hope Foundation Inc 3500 Pentagon Blvd Ste 500 Beavercreek OH 45431 464277044 501(C)(3) 25000 Community Giving Bridgeway Academy 1350 Alum Creek Drive Columbus OH 43202 760796242 501(C)(3) 15000 Community Giving City Year Inc 350 E 1st Ave Suite 250 Columbus OH 43201 222882549 501(C)(3) 10000 Community Giving Families Flourish Inc dba Move to PROSPER 633 S Parsons Ave Columbus OH 43206 842293788 501(C)(3) 18500 Community Giving Advocates for Basic Legal Equality Inc (ABLE) 130 W 2nd Street Ste 700 Dayton OH 45402 237376131 501(C)(3) 10000 Community Giving Brunner Literacy Center 1995 Shiloh Springs Drive Dayton OH 45426 452407008 501(C)(3) 5000 Community Giving Dayton Children's Hospital 1 Childrens Plaza Dayton OH 45404 310672132 501(C)(3) 25000 Community Giving Dayton Public Access Television 280 Leo Street Dayton OH 45404 310990080 501(C)(3) 12500 Community Giving Ebenezer Healthcare Access 196 Hawthorn St Dayton OH 45402 842514751 501(C)(3) 10000 Community Giving Five Rivers Health Centers 2261 Philadelphia Drive Ste 200 Dayton OH 45406 450914398 501(C)(3) 10000 Community Giving Girl Scouts of Western Ohio 450 Shoup Mill Road Dayton OH 45415 310679091 501(C)(3) 6000 Community Giving Goodwill Easter Seals Miami Valley 660 S Main Street Dayton OH 45402 310537112 501(C)(3) 10000 Community Giving Hunt Foundation Dollars for Scholars 6620 Pheasant Ridge Rd Dayton OH 45424 872751941 501(C)(3) 10000 Community Giving Kids in New Directions 2338 East Fifth Street Dayton OH 45068 853496804 501(C)(3) 15000 Community Giving OH Taste Foundation 3541 Dayton-Xenia Rd Unit 340991 Dayton OH 45432 850956147 501(C)(3) 10000 Community Giving Omega Community Development Corporation 1800 Harvard Blvd Dayton OH 45406 311561713 501(C)(3) 10000 Community Giving Pink Ribbon Good 350 Huls Drive Dayton OH 453158982 320020270 501(C)(3) 10000 Community Giving United Way of the Greater Dayton Area 409 E Monument Avenue Suite 405 Dayton OH 45402 310536658 501(C)(3) 10000 Community Giving Victory Project Inc 409 Troy St Dayton OH 45404 262243366 501(C)(3) 10000 Community Giving WestCare Ohio Inc dba East End Community Services 624 Xenia Avenue Dayton OH 45410 311508554 501(C)(3) 20000 Community Giving YWCA Dayton 141 W Third Street Dayton OH 45402 310537168 501(C)(3) 25000 Community Giving Brigid's Path 3601 South Dixie Drive Kettering OH 45439 471200761 501(C)(3) 20000 Community Giving United Church Homes Inc 170 E Center St Marion OH 43302 344429276 501(C)(3) 10000 Community Giving From Fatherless to Fearless PO Box 8402 West Chester OH 45069 862068724 501(C)(3) 15000 Community Giving Northwestern Local Schools 5610 Troy Rd Springfield OH 45502 316000928 501(C)(3) 10000 Community Outreach 25 0 Scholarship 7 17500 First Time Homebuyer Assistance 12 30000 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 TRUSTEE 0 322082 0 97015 0 26678 0 25133 0 19850 0 490758 0 0 TIMOTHY MISLANSKY BOARD OF TRUSTEE 0 656996 0 165015 0 200263 0 72576 0 28810 0 1123660 0 0 TRACY SZARZI-FORS EXECUTIVE DIRECTOR 0 219486 0 60015 0 33908 0 21233 0 20950 0 355592 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 1/1/2023. FOR 2023 $46,176 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 false false false false false false false false true true true true false false false WRIGHT-PATT CREDIT UNION C 282938 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.