0005 WRIGHT-PATT CREDIT UNION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- 0005 WRIGHT-PATT CREDIT UNION (EIN 31-0278870)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349308766
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:44:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310278870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wright-Patt Credit Union Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIM ANDREWS | InCareOfNm |
| Business Name Control | WRIG | BusinessNameControlTxt |
| Phone | 8007620047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3560 PENTAGON BLVD | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY J MISLANSKY | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9379127000 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | MISLANSKY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J SUMMERS | PreparerPersonNm |
| PTIN | P00838533 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY J MISLANSKY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3560 PENTAGON BLVD | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454311706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $432,756,299 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WPCU.COOP | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THRIFT SAVINGS, BORROWING,AND FINANCIAL SERVICES AMONG ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1537 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $19,909,195 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $334,890 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $320,517,462 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $378,352,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,075,404 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,753,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $342,592,866 | PYTotalRevenueAmt |
| CY Total Revenue | $382,105,647 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $779,829 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $762,532 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $105,349,272 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $120,212,769 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $131,540,310 | PYOtherExpensesAmt |
| CY Other Expenses | $179,430,838 | CYOtherExpensesAmt |
| PY Total Expenses | $237,669,411 | PYTotalExpensesAmt |
| CY Total Expenses | $300,406,139 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $104,923,455 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $81,699,508 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,134,316,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,794,453,245 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,375,786,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,093,393,844 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $758,529,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $701,059,401 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO HELP PEOPLE THROUGH LIFE, WHICH INCLUDES: TO PROMOTE THRIFT AMONG ITS MEMBERS; TO ESTABLISH, ON A COOPERATIVE BASIS, FACILITIES FOR SAVINGS; TO PROVIDE CREDIT FOR PROVIDENT AND PRODUCTIVE PURPOSES; TO PROVIDE ASSISTANCE TO ITS MEMBERS FOR EFFECTIVE USE OF THEIR ASSETS AND RESOURCES; AND ALL ACTIVITIES NECESSARY AND INCIDENTAL THERETO. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | DIVIDENDS PAID TO MEMBERS ON APPROXIMATELY 1,039,917 DEPOSIT ACCOUNTS HELD BY APPROXIMATELY 475,753 MEMBERS (DIVIDENDS $58,734,844; INCLUDING A SPECIAL PATRONAGE DIVIDEND OF $10,894,334). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIRECT LABOR AND EMPLOYEE BENEFITS COSTS INCURRED TO PROVIDE DEPOSIT SERVICES, ORIGINATE LOANS, AND SERVICE LOANS FOR MEMBERS TOTALED $110,240,237. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BRANCH OFFICE OCCUPANCY AND OPERATIONS SERVICES 32 BRICK AND MORTAR BRANCHES PLUS TWO CALL CENTERS PROVIDES PHYSICAL LOCATION FOR PERSON TO PERSON FINANCIAL SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 247173 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1537 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM ANDREWS | PersonNm |
| Phone | 8007620047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3560 PENTAGON BLVD | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454311706 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY MISLANSKY | |||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $694,774 | $0 | $98,089 | |||
| ROSANNE SCHUTZMAN | |||||||||
| CHIEF OPERATING OFFICER | 40.0 | 0.0 | Yes (X) | $480,035 | $0 | $35,870 | |||
| TONYA COON | |||||||||
| PRESIDENT OF MYCU MORTGAGE | 40.0 | 0.0 | $430,635 | $0 | $46,037 | Yes (X) | |||
| SCOTT EVERETT | |||||||||
| PRESIDENT, WRIGHT-PATT HOLDING | 40.0 | 40.0 | Yes (X) | $248,190 | $180,792 | $47,140 | |||
| AMY REILLY | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.0 | 0.0 | Yes (X) | $430,519 | $0 | $41,762 | |||
| STEVE HARRELL | |||||||||
| DIRECTOR, RETIREMENT SOLUTIONS | 40.0 | 0.0 | $416,602 | $0 | $46,873 | Yes (X) | |||
| DANIEL G SMITH | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $409,212 | $0 | $51,801 | |||
| ERIC BUGGER | |||||||||
| CHIEF LENDING OFFICER | 40.0 | 0.0 | Yes (X) | $413,000 | $0 | $42,566 | |||
| MOLLY LAMPE | |||||||||
| CHIEF LEGAL OFFICER | 40.0 | 0.0 | Yes (X) | $357,944 | $0 | $44,380 | |||
| MICHAEL K THOMPSON | |||||||||
| SENIOR FINANCIAL ADVISOR | 40.0 | 0.0 | $312,230 | $0 | $40,091 | Yes (X) | |||
| JEN OGDEN | |||||||||
| CHIEF RISK OFFICER | 40.0 | 0.0 | Yes (X) | $299,447 | $0 | $37,616 | |||
| TRACY SZARZI-FORS | |||||||||
| VP OF MARKETING AND BUSINESS D | 40.0 | 0.0 | Yes (X) | $292,652 | $0 | $34,062 | |||
| KIMBERLY RILEY | |||||||||
| VP OF SERVICE DELIVERY | 40.0 | 0.0 | Yes (X) | $277,144 | $0 | $45,682 | |||
| STEPHANIE R MASON | |||||||||
| VP OF COMPLIANCE & BSA | 40.0 | 0.0 | Yes (X) | $283,213 | $0 | $38,733 | |||
| FRANK PETRIE | |||||||||
| DIRECTOR, RETAIL MORTGAGE ORIG | 40.0 | 0.0 | $260,324 | $0 | $43,495 | Yes (X) | |||
| JOHN SAGRAVES | |||||||||
| SENIOR FINANCIAL ADVISOR | 40.0 | 0.0 | $252,829 | $0 | $48,546 | Yes (X) | |||
| TODD ELLIOTT | |||||||||
| MARKET PRESIDENT - COLUMBUS MA | 40.0 | 0.0 | Yes (X) | $270,158 | $0 | $25,685 | |||
| DAVID SCHLEGEL | |||||||||
| VP OF SERVICING | 40.0 | 0.0 | $231,444 | $0 | $41,702 | Yes (X) | |||
| CHRISTOPHER ALLEN JOHNSON | |||||||||
| VP OF INTERNAL AUDIT | 40.0 | 0.0 | Yes (X) | $232,446 | $0 | $38,470 | |||
| ROBERT SCARFO | |||||||||
| SENIOR FINANCIAL ADVISOR | 40.0 | 0.0 | $222,867 | $0 | $43,326 | Yes (X) | |||
| STEVEN SCHEID | |||||||||
| VP OF FINANCE, CUSO | 40.0 | 0.0 | $233,144 | $0 | $32,149 | Yes (X) | |||
| KEVIN SCOTT JOHNSON | |||||||||
| VP OF INFORMATION TECHNOLOGY | 40.0 | 0.0 | Yes (X) | $226,722 | $0 | $18,195 | |||
| RYAN LAVIELLE | |||||||||
| SENIOR FINANCIAL ADVISOR | 40.0 | 0.0 | $200,776 | $0 | $43,595 | Yes (X) | |||
| PAUL SUTOR | |||||||||
| VP OF MORTGAGE RISK MANAGEMENT | 40.0 | 0.0 | $203,895 | $0 | $34,511 | Yes (X) | |||
| CHRISTINE MARTIN | |||||||||
| VP OF MORTGAGE LENDING | 40.0 | 0.0 | $199,459 | $0 | $26,514 | Yes (X) | |||
| MALLORY JOHNSON SESTIC | |||||||||
| VP, ASSISTANT GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $176,115 | $0 | $32,224 | |||
| JOSHUA MERS | |||||||||
| PRESIDENT, INSURANCE SERVICES | 1.0 | 40.0 | Yes (X) | $0 | $62,577 | $2,785 | |||
| JOSEPH L LINSENMEYER | |||||||||
| DIRECTOR | 2.0 | 0.0 | $17,340 | $0 | $0 | Yes (X) | |||
| BONNIE SMITH | |||||||||
| TREASURER | 2.0 | 0.0 | $16,332 | $0 | $0 | Yes (X) | |||
| JOSEPH MUCCI | |||||||||
| CHAIRMAN | 2.0 | 0.0 | $16,000 | $0 | $0 | Yes (X) | |||
| RACHEL GOODSPEED | |||||||||
| DIRECTOR | 2.0 | 0.0 | $15,844 | $0 | $0 | Yes (X) | |||
| DR CHARLES SHOWELL | |||||||||
| SECRETARY | 2.0 | 0.0 | $15,663 | $0 | $0 | Yes (X) | |||
| MICHAEL MCGRATH | |||||||||
| ASSISTANT SECRETARY | 2.0 | 0.0 | $14,400 | $0 | $0 | Yes (X) | |||
| ROBERT SWEENEY | |||||||||
| DIRECTOR | 2.0 | 0.0 | $14,400 | $0 | $0 | Yes (X) | |||
| ADAM SCHEETZ | |||||||||
| VICE CHAIRMAN | 2.0 | 0.0 | $14,400 | $0 | $0 | Yes (X) | |||
| LEAH HANSEMAN | |||||||||
| DIRECTOR | 2.0 | 0.0 | $14,400 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,879,661 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $180,792 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,046,890 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 112 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VACO CINCINNATI | |||||
| 5410 MARYLAND WAY STE 460 | BRENTWOOD | TN | 37027 | TEMP/CONTRACTORS | $2,170,706 |
| SOFTWARE INFORMATION SYSTEMS LLC | |||||
| PO BOX 440214 | NASHVILLE | TN | 37244 | TECHNOLOGY SERVICES | $1,316,127 |
| AVTEX SOLUTIONS LLC | |||||
| PO BOX 856660 | MINNEAPOLIS | MN | 55485 | TECHNOLOGY SERVICES | $663,454 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 277469 | ATLANTA | GA | 30384 | SECURITY SERVICES | $679,341 |
| ALM FIRST FINANCIAL ADVISORS LLC | |||||
| 2911 TURTLE CREEK BLVD SUITE 500 | DALLAS | TX | 75219 | FINANCIAL SERVICES | $581,502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST - LOANS | 522100 | $258,849,589 | $258,849,589 | |
| SERVICE & MEMBER FEES | 522100 | $84,318,432 | $64,798,457 | $19,519,975 |
| INT-INVEST SECURITIES | 522100 | $34,913,278 | $34,913,278 | |
| UNRELATED PARTNERSHIP INCOME | 900099 | $270,857 | $270,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $378,352,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,064,000 | SecuritiesAmt |
| Other | $4,340,143 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $50,276,357 | SecuritiesAmt |
| Other | $374,295 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$212,357 | SecuritiesAmt |
| Other | $3,965,848 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,753,491 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,965,848 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $118,363 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$330,720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $382,105,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $362,527,172 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,909,195 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$330,720 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,532 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,892,088 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,913,455 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,989,549 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,004,216 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,413,461 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,804 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,747 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,280 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,729,579 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,360,110 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,883,735 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,708,849 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,271,532 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,411 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,150 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,144,192 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,458,885 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,797 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BAD DEBT EXPENSE | $28,528,622 |
| LOAN SERVICING EXPENSE | $17,301,835 |
| OUTSIDE SERVICES | $27,897,869 |
| PATRONAGE DIVIDENDS | $10,894,334 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$5,298,893 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,406,139 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,510,376 | BOYAmt |
| EOY | $598,119,860 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,100,000 | BOYAmt |
| EOY | $81,855,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,556,640 | BOYAmt |
| EOY | $53,230,096 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,907,753,628 | BOYAmt |
| EOY | $5,616,576,793 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,677,105 | BOYAmt |
| EOY | $5,189,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $141,138,853 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,222,420 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,026,812 | BOYAmt |
| EOY | $68,916,433 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,701,013 | BOYAmt |
| EOY | $11,452,075 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,254,243 | BOYAmt |
| EOY | $1,107,215,300 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,736,430 | BOYAmt |
| EOY | $251,898,436 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,134,316,247 | BOYAmt |
| EOY | $7,794,453,245 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,166,777 | BOYAmt |
| EOY | $108,918,152 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,950,636 | BOYAmt |
| EOY | $516,715,296 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,057,669,273 | BOYAmt |
| EOY | $6,467,760,396 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,375,786,686 | BOYAmt |
| EOY | $7,093,393,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,529,561 | BOYAmt |
| EOY | $701,059,401 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,529,561 | BOYAmt |
| EOY | $701,059,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,134,316,247 | BOYAmt |
| EOY | $7,794,453,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $81,699,508 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$139,471,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $301,332 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,052,246 | OtherCostOrOtherBasisAmt |
| Book Value | $8,052,246 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,858,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,469,944 | DepreciationAmt |
| Book Value | $31,388,401 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,326,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,091,693 | DepreciationAmt |
| Book Value | $10,234,361 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,309,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,660,783 | DepreciationAmt |
| Book Value | $13,648,898 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,592,527 | OtherCostOrOtherBasisAmt |
| Book Value | $5,592,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,916,433 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES | Desc |
| Book Value | $1,107,215,300 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,107,215,300 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERS' SHARE ACCOUNTS | Desc |
| Amt | $6,467,760,396 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,467,760,396 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $242,634,647 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$139,471,000 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$139,471,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $382,105,647 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $382,105,647 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $300,406,139 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $300,406,139 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $300,406,139 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X | FormAndLineReferenceDesc |
| Explanation | ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WRIGHT STATE UNIVERSITY FOUNDATION | |||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | 237019799 | 501(C)(3) | $335,000 | GENERAL SUPPORT |
| WPCU SUNSHINE COMMUNITY FUND | |||||||
| 3560 PENTAGON BLVD | BEAVERCREEK | OH | 45431 | 852669888 | 501(C)(3) | $249,532 | GENERAL SUPPORT |
| MIAMI VALLEY PUBLIC MEDIA INC (WYSO) | |||||||
| 150 E S COLLEGE ST | YELLOW SPRINGS | OH | 45387 | 830545108 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| BOYS & GIRLS CLUB OF DAYTON INC | |||||||
| 1828 WEST STEWART STREET | DAYTON | OH | 45408 | 310536657 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| AFRICAN AMERICAN MALE WELLNESS | |||||||
| 495 S High St Ste 250 | Columbus | OH | 43215 | 454831268 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DRIVE | DAYTON | OH | 45420 | 261594574 | 501(C)(3) | $10,500 | GENERAL SUPPORT |
| BRIDGEWAY ACADEMY | |||||||
| 1350 ALUM CREEK DRIVE | COLUMBUS | OH | 43202 | 760796242 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| PHILANTHROPITCH | |||||||
| 1023 SPRINGDALE ROAD SUITE 11E | AUSTIN | TX | 78721 | 811374280 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| INVOLVEMENT ADVOCACY | |||||||
| 1 SOUTH MAIN STREET | DAYTON | OH | 45402 | 363826422 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| GREATER DAYTON UNION COOPERATIVE INITIATIVE INC | |||||||
| 840 GERMANTOWN STREET | DAYTON | OH | 45402 | 813470466 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| SEA CHANGE INCORPORATED | |||||||
| 1271 W 1ST AVENUE | COLUMBUS | OH | 43212 | 833415451 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| CENTRAL STATE UNIVERSITY INNOVATION AND DEVELOPME | |||||||
| 1400 BRUSH ROW ROAD | WILBERFORCE | OH | 45384 | 310675386 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 555 VALLEY STREET | DAYTON | OH | 45404 | 310964793 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| NAACP - DAYTON UNIT | |||||||
| 915 SALEM AVENUE | DAYTON | OH | 45406 | 316077948 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| OMEGA COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1800 HARVARD BLVD | DAYTON | OH | 45406 | 311561713 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: WRIGHT-PATT CREDIT UNION, INC. PROVIDES GENERAL SUPPORT TO SECTION 501(C)(3) AND 501(C)(19) TAX EXEMPT ORGANIZATIONS AND VERIFIES THE ORGANIZATIONS STATUS USING THE GUIDESTAR WEBSITE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACY SZARZI-FORS | ||||||||||||
| VP OF MARKETING AND BUSINESS D | $197,615 | $60,760 | $34,277 | $20,171 | $13,891 | $326,714 | ||||||
| STEVEN SCHEID | ||||||||||||
| VP OF FINANCE, CUSO | $136,473 | $58,810 | $37,861 | $18,369 | $13,780 | $265,293 | ||||||
| AMY REILLY | ||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $294,085 | $98,260 | $38,174 | $23,596 | $18,166 | $472,281 | ||||||
| CHRISTOPHER ALLEN JOHNSON | ||||||||||||
| VP OF INTERNAL AUDIT | $169,883 | $54,135 | $8,428 | $18,682 | $19,788 | $270,916 | ||||||
| DANIEL G SMITH | ||||||||||||
| CHIEF FINANCIAL OFFICER | $272,486 | $101,010 | $35,716 | $23,887 | $27,914 | $461,013 | ||||||
| ERIC BUGGER | ||||||||||||
| CHIEF LENDING OFFICER | $286,096 | $99,710 | $27,194 | $24,400 | $18,166 | $455,566 | ||||||
| JEN OGDEN | ||||||||||||
| CHIEF RISK OFFICER | $211,824 | $61,360 | $26,263 | $19,450 | $18,166 | $337,063 | ||||||
| KEVIN SCOTT JOHNSON | ||||||||||||
| VP OF INFORMATION TECHNOLOGY | $218,312 | $5,510 | $2,900 | $16,708 | $1,487 | $244,917 | ||||||
| KIMBERLY RILEY | ||||||||||||
| VP OF SERVICE DELIVERY | $209,913 | $61,760 | $5,471 | $19,378 | $26,304 | $322,826 | ||||||
| MALLORY JOHNSON SESTIC | ||||||||||||
| VP, ASSISTANT GENERAL COUNSEL | $173,292 | $710 | $2,113 | $10,068 | $22,156 | $208,339 | ||||||
| MOLLY LAMPE | ||||||||||||
| CHIEF LEGAL OFFICER | $247,019 | $85,310 | $25,615 | $19,669 | $24,711 | $402,324 | ||||||
| ROSANNE SCHUTZMAN | ||||||||||||
| CHIEF OPERATING OFFICER | $302,572 | $107,110 | $70,353 | $24,400 | $11,470 | $515,905 | ||||||
| SCOTT EVERETT | ||||||||||||
| PRESIDENT, WRIGHT-PATT HOLDING | $143,654 | $81,660 | $22,876 | $19,693 | $11,112 | $278,995 | $140,572 | $8,720 | $31,500 | $4,707 | $11,628 | $197,127 |
| STEPHANIE R MASON | ||||||||||||
| VP OF COMPLIANCE & BSA | $216,623 | $64,110 | $2,480 | $19,892 | $18,841 | $321,946 | ||||||
| TIMOTHY MISLANSKY | ||||||||||||
| PRESIDENT & CEO | $512,820 | $146,510 | $35,444 | $70,188 | $27,901 | $792,863 | ||||||
| TODD ELLIOTT | ||||||||||||
| MARKET PRESIDENT - COLUMBUS MA | $201,921 | $64,929 | $3,308 | $17,749 | $7,936 | $295,843 | ||||||
| CHRISTINE MARTIN | ||||||||||||
| VP OF MORTGAGE LENDING | $191,413 | $5,510 | $2,536 | $16,069 | $10,445 | $225,973 | ||||||
| DAVID SCHLEGEL | ||||||||||||
| VP OF SERVICING | $160,437 | $40,510 | $30,497 | $14,054 | $27,648 | $273,146 | ||||||
| FRANK PETRIE | ||||||||||||
| DIRECTOR, RETAIL MORTGAGE ORIG | $90,703 | $147,985 | $21,636 | $21,022 | $22,473 | $303,819 | ||||||
| PAUL SUTOR | ||||||||||||
| VP OF MORTGAGE RISK MANAGEMENT | $198,640 | $520 | $4,735 | $16,573 | $17,938 | $238,406 | ||||||
| TONYA COON | ||||||||||||
| PRESIDENT OF MYCU MORTGAGE | $305,134 | $99,960 | $25,541 | $24,400 | $21,637 | $476,672 | ||||||
| JOHN SAGRAVES | ||||||||||||
| SENIOR FINANCIAL ADVISOR | $0 | $248,092 | $4,737 | $20,632 | $27,914 | $301,375 | ||||||
| MICHAEL K THOMPSON | ||||||||||||
| SENIOR FINANCIAL ADVISOR | $0 | $306,702 | $5,528 | $24,400 | $15,691 | $352,321 | ||||||
| ROBERT SCARFO | ||||||||||||
| SENIOR FINANCIAL ADVISOR | $0 | $216,605 | $6,262 | $28,988 | $14,338 | $266,193 | ||||||
| RYAN LAVIELLE | ||||||||||||
| SENIOR FINANCIAL ADVISOR | $0 | $198,508 | $2,268 | $16,597 | $26,998 | $244,371 | ||||||
| STEVE HARRELL | ||||||||||||
| DIRECTOR, RETIREMENT SOLUTIONS | $80,410 | $322,919 | $13,273 | $24,400 | $22,473 | $463,475 | ||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | COMPENSATION BENEFITS RECEIVED: CERTAIN BOARD MEMBERS RECEIVE COMPANION TRAVEL (INCLUDED IN TAXABLE COMPENSATION). |
| SCHEDULE J, PART I, LINE 4B | PARTICIPATION IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: WRIGHT-PATT CREDIT UNION PARTICIPATES IN A 457(F) PLAN. TIMOTHY MISLANSKY PARTICIPATED IN A 457F PLAN AS OF 1/1/2022. AS OF 12/31/2022 THE REMAINING PLAN HAD A BALANCE OF $299,138. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (25 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DOUGLAS FECHER | |||||||
| FORMER PRESIDENT/CEO | SPLIT DOLLAR LIFE IN | Yes (X) | $11,941,840 | $14,293,096 | false | Yes (true) | Yes (true) |
| ERIC BUGGER | |||||||
| CHIEF LENDING OFFICER | SPLIT DOLLAR LIFE IN | Yes (X) | $3,093,301 | $3,259,534 | false | Yes (true) | Yes (true) |
| D MATTHEW DAVIDSON | |||||||
| FORMER CFO | SPLIT DOLLAR LIFE IN | Yes (X) | $4,969,101 | $6,066,010 | false | Yes (true) | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | SPLIT DOLLAR LIFE IN | Yes (X) | $1,771,717 | $2,157,952 | false | Yes (true) | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | SPLIT DOLLAR LIFE IN | Yes (X) | $4,436,926 | $4,942,392 | false | Yes (true) | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | SPLIT DOLLAR LIFE IN | Yes (X) | $10,541,978 | $10,702,490 | false | Yes (true) | Yes (true) |
| AMY REILLY | |||||||
| CHIEF ADMINISTARTIVE OFFICER | SPLIT DOLLAR LIFE IN | Yes (X) | $3,227,198 | $3,400,632 | false | Yes (true) | Yes (true) |
| ROSANNE SCHUTZMAN | |||||||
| CHIEF OPERATING OFFICER | SPLIT DOLLAR LIFE IN | Yes (X) | $5,659,912 | $5,964,073 | false | Yes (true) | Yes (true) |
| DARRICK WEEKS | |||||||
| FORMER COO | SPLIT DOLLAR LIFE IN | Yes (X) | $2,018,045 | $2,443,917 | false | Yes (true) | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | FIRST MORTGAGE | Yes (X) | $207,400 | $0 | false | false | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | FIRST MORTGAGE | Yes (X) | $198,400 | $0 | false | false | Yes (true) |
| ERIC BUGGER | |||||||
| CHIEF LENDING OFFICER | FIRST MORTGAGE | Yes (X) | $662,517 | $617,186 | false | false | Yes (true) |
| ROSANNE SCHUTZMAN | |||||||
| CHIEF OPERATING OFFICER | FIRST MORTGAGE | Yes (X) | $315,000 | $0 | false | false | Yes (true) |
| KIMBERLY RILEY | |||||||
| VP SERVICE DELIVERY | FIRST MORTGAGE | Yes (X) | $244,350 | $207,672 | false | false | Yes (true) |
| CHRISTOPHER JOHNSON | |||||||
| VP INTERNAL AUDIT | FIRST MORTGAGE | Yes (X) | $477,000 | $429,450 | false | false | Yes (true) |
| TODD ELLIOTT | |||||||
| MARKET PRESIDENT | FIRST MORTGAGE | Yes (X) | $342,000 | $291,024 | false | false | Yes (true) |
| KEVIN JOHNSON | |||||||
| VP IT | FIRST MORTGAGE | Yes (X) | $375,000 | $351,377 | false | false | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | FIRST MORTGAGE | Yes (X) | $520,000 | $500,360 | false | false | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | CREDIT CARD | Yes (X) | $18,834 | $0 | false | false | Yes (true) |
| ERIC BUGGER | |||||||
| CHIEF LENDING OFFICER | CREDIT CARD | Yes (X) | $65,840 | $45,173 | false | false | Yes (true) |
| ERIC BUGGER | |||||||
| CHIEF LENDING OFFICER | CREDIT CARD | Yes (X) | $40,654 | $2,595 | false | false | Yes (true) |
| KIMBERLY RILEY | |||||||
| VP SERVICE DELIVERY | VEHICLE LOAN | Yes (X) | $14,241 | $9,234 | false | false | Yes (true) |
| AMY REILLY | |||||||
| CHIEF ADMINISTRATIVE OFFICER | VEHICLE LOAN | Yes (X) | $28,902 | $0 | false | false | Yes (true) |
| DANIEL SMITH | |||||||
| CHIEF FINANCIAL OFFICER | VEHICLE LOAN | Yes (X) | $39,775 | $0 | false | false | Yes (true) |
| TODD ELLIOTT | |||||||
| MARKET PRESIDENT | VEHICLE LOAN | Yes (X) | $47,745 | $34,957 | false | false | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $55,719,124 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II | FormAndLineReferenceDesc |
| Explanation | ALL WRIGHT-PATT CREDIT UNION EMPLOYEES RECEIVE A 0.5% rate reduction on all loans other than mortgages. Until mid-2019 there was a 0.25% rate reduction on first mortgages and beginning mid-2019, the 0.25% first mortgage rate discount was transitioned to a $500 closing cost credit. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 28 | BUSINESS TRANSACTIONS WITH FAMILY MEMBER OF OFFICER: WRIGHT-PATT CREDIT UNION OWNS AN INTEREST IN HALLMARK TITLE LLC. SCOTT EVERETT'S SPOUSE IS A GREATER THAN 35% OWNER IN THE PARTNERSHIP. DURING THE YEAR WRIGHT-PATT CREDIT UNION DID NOT MAKE ANY CONTRIBUTIONS TO THE PARTNERSHIP. ALL REVENUE EARNED THROUGH THE PARTNERSHIP HAS BEEN INCLUDED ON THE FORM 990. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS: MEMBERSHIP IS OPEN TO THOSE PERSONS, OR CORPORATIONS, UNINCORPORATED SOCIETIES OR ASSOCIATIONS, OR ANY OTHER ORGANIZATION OF INDIVIDUALS THAT MEET THE ELIGIBILITY REQUIREMENTS SET FORTH IN THE ARTICLES OF INCORPORATION, APPLY FOR MEMBERSHIP, AND ARE APPROVED FOR MEMBERSHIP IN A MANNER SPECIFIED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE GOVERNING BODY: THE BOARD OF DIRECTORS IS THE GOVERNING BODY AND CONSISTS OF 9 DIRECTORS. EACH YEAR THREE DIRECTORS WILL BE ELECTED BY THE MEMBERS TO REPLACE THE THREE DIRECTORS WHOSE TERMS ARE EXPIRING. |
| FORM 990, PART VI, SECTION A, LINE 7B | GOVERNANCE DECISIONS RESERVED FOR MEMBERS: A MAJORITY OF MEMBERS ELIGIBLE TO VOTE WOULD BE REQUIRED FOR BUSINESS THAT WOULD AFFECT THE CONTINUATION OF THE CREDIT UNION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER AND IS THEN PRESENTED TO THE BOARD OF DIRECTORS 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: CONFLICT OF INTEREST QUESTIONNAIRES ARE ANNUALLY OBTAINED AND REVIEWED WITH ALL MEMBERS OF THE BOARD OF DIRECTORS, SENIOR EXECUTIVE MANAGEMENT, AND VICE PRESIDENTS. ALL PERSONS IN THESE JOB CLASSIFICATIONS ARE REQUIRED TO COMPLETE A DISCLOSURE FORM WITH REGARD TO ACCOUNTS HELD, ACTIVE LOANS, AND ANY ADDITIONAL OUTSIDE OCCUPATIONS. THESE DOCUMENTS ARE SUBMITTED FOR REVIEW. POLICY INCLUDES STEPS TO AVOID CONFLICT OF INTEREST AND IF CHANGES OCCUR REGARDING POTENTIAL CONFLICTS OF INTEREST, IT IS THE RESPONSIBILITY OF THE DIRECTOR, COMMITTEE MEMBER, OR EMPLOYEE TO REPORT SUCH CHANGES TO THE PROPER CHANNEL. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND OTHER OFFICERS: THE PROCESS FOR DETERMINING COMPENSATION WAS DONE USING COMPARABILITY DATA AND A BOARD EXECUTIVE COMMITTEE. THE SALARY OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER IS THEN APPROVED BY THE BOARD OF DIRECTORS. THIS REVIEW IS CONDUCTED ANNUALLY AND WAS LAST PERFORMED IN 2022. COMPENSATION REVIEW FOR ALL OTHER OFFICERS AND KEY EMPLOYEE POSITIONS WAS CONDUCTED IN 2022 BY HUMAN RESOURCES USING A THIRD PARTY CONSULTING SERVICE. ONGOING MARKET PRICING AND POSITION SALARY GRADING IS DONE AS-NEEDED BY THE COMPANY'S CHIEF ADMINISTRATIVE OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: ARTICLES OF INCORPORATION, CODE OF REGULATION AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. INTERNALLY PREPARED FINANCIAL STATEMENTS ARE POSTED MONTHLY IN THE BRANCHES. QUARTERLY REPORTS TO NCUA ARE AVAILABLE ON NCUA'S WEBSITE. AUDITED YEAR END FINANCIAL STATEMENTS ARE POSTED TO OUR COMPANY'S WEBSITE WITHIN THE ANNUAL REPORT. |
| FORM 990, PART XI, LINE 9 | ($ 101,077) Comprehensive income attributable to noncontrolling interest $ 402,409 Noncontrolling interest ------------ $ 301,332 Other changes in net assets or fund balances |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MYCUMORTGAGE LLC | |||||||||
| 3560 PENTAGON BLVD | BEAVERCREEK | OH | 454311706 | 311690008 | MRTG PROCESS | OH | $22,559,433 | $87,836,663 | WRIGHT-PATT |
| WRIGHT-PATT HOLDINGS | |||||||||
| 3560 PENTAGON BLVD | BEAVERCREEK | OH | 454311706 | 352745583 | CUSO HOLDING | OH | $26,053 | $5,661,542 | WRIGHT-PATT |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WPCU SUNSHINE COMMUNITY FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3560 PENTAGON BLVD | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454311706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852669888 | EIN |
| Primary Activities | COMMUNITY GIV | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT-PATT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOVERNMENT GUARANTEED LENDING SOLUTIONS | ||||||||||||||
| 3610 PENTAGON BOULEVARD | BEAVERCREEK | OH | 45431 | 863410341 | LOAN SERVICING | OH | WRIGHT-PATT | RELATED | $188,941 | $316,631 | false | $0 | false | 0.60000 |
| WRIGHT-PATT INSURANCE PRODUCTS LTD | ||||||||||||||
| 3610 PENTAGON BOULEVARD | BEAVERCREEK | OH | 45431 | 311733727 | INSURANCE | OH | WRIGHT-PATT | RELATED | $0 | $90,000 | false | $0 | Yes (true) | 0.90000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WPCU SUNSHINE COMMUNITY FUND | ||
| B | $249,532 | CASH/FMV |
| GOVERNMENT GUARANTEED LENDING SOLUTIONS | ||
| B | $75,000 | CASH/FMV |
| WRIGHT-PATT INSURANCE PRODUCTS | ||
| B | $900,000 | CASH/FMV |
| WPCU SUNSHINE COMMUNITY FUND | ||
| L | $128,215 | FMV |