0005 WRIGHT-PATT CREDIT UNION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- 0005 WRIGHT-PATT CREDIT UNION (EIN 31-0278870)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349309522
- Schema version
- 2024v5.1
- 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 | 2025-11-17T11:55:50+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| 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 | 8007620047 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Summers | PreparerPersonNm |
| PTIN | P00838533 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J MISLANSKY | 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) |
|---|---|---|
| Gross Receipts | $600,728,000 | 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 | 1616 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $17,935,654 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $85,362 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $514,871,580 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $599,253,084 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,138,420 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,474,916 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $518,010,000 | PYTotalRevenueAmt |
| CY Total Revenue | $600,728,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $836,456 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,119,547 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $125,794,534 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $133,256,418 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $320,747,010 | PYOtherExpensesAmt |
| CY Other Expenses | $408,906,035 | CYOtherExpensesAmt |
| PY Total Expenses | $447,378,000 | PYTotalExpensesAmt |
| CY Total Expenses | $543,282,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $70,632,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $57,446,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,334,337,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,066,358,561 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,576,060,251 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,236,521,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $758,276,893 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $829,837,561 | NetAssetsOrFundBalancesEOYAmt |
| 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 1,178,822 DEPOSIT ACCOUNTS HELD BY APPROXIMATELY 521,206 MEMBERS (DIVIDENDS $192,544,958; INCLUDING A SPECIAL PATRONAGE DIVIDEND OF $6,750,782). | 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 $138,158,201. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BRANCH OFFICE OCCUPANCY AND OPERATIONS SERVICES 36 BRICK AND MORTAR BRANCHES PLUS TWO CALL CENTERS PROVIDES PHYSICAL LOCATION FOR PERSON TO PERSON FINANCIAL SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 270803 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1616 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | 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 | AZ | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM ANDREWS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ADAM M SCHEETZ | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $14,400 | $0 | $0 | |||
| BONNIE SMITH | |||||||||
| DIRECTOR; TREASURER | 2.0 | 0.0 | Yes (X) | $14,400 | $0 | $0 | |||
| DR CHARLES H SHOWELL JR | |||||||||
| DIRECTOR; SECRETARY | 2.0 | 1.0 | Yes (X) | $16,521 | $0 | $0 | |||
| DR ROBERT J SWEENEY | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $14,400 | $0 | $0 | |||
| JOSEPH H MUCCI | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $15,200 | $0 | $0 | |||
| JOSEPH L LINSENMEYER | |||||||||
| DIRECTOR; CHAIR | 2.0 | 0.0 | Yes (X) | $17,711 | $0 | $0 | |||
| LEAH C HANSEMAN | |||||||||
| DIRECTOR; ASSISTANT TREASURER | 2.0 | 0.0 | Yes (X) | $14,400 | $0 | $0 | |||
| NICHOLAS ENDSLEY | |||||||||
| DIRECTOR; ASSISTANT SECRETARY | 2.0 | 0.0 | Yes (X) | $14,400 | $0 | $0 | |||
| RACHEL GOODSPEED | |||||||||
| DIRECTOR; VICE CHAIR | 2.0 | 0.0 | Yes (X) | $14,400 | $0 | $0 | |||
| AMY REILLY | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 39.0 | 1.0 | $502,368 | $0 | $45,531 | Yes (X) | |||
| BLAKE NEWMAN | |||||||||
| VP, TREASURY & ASSET-LIABILITY MANAGEMENT | 40.0 | 0.0 | $205,163 | $0 | $29,134 | Yes (X) | |||
| BRENT DAVID CARROLL | |||||||||
| MARKET PRESIDENT - COLUMBUS MARKET (END 03/2024) | 40.0 | 0.0 | $80,210 | $0 | $5,932 | Yes (X) | |||
| CATHLEEN D WYATT | |||||||||
| VP, ASSISTANT GENERAL COUNSEL | 40.0 | 0.0 | $230,732 | $0 | $30,971 | Yes (X) | |||
| CHRISTOPHER ALLEN JOHNSON | |||||||||
| VP OF INTERNAL AUDIT | 40.0 | 0.0 | $221,627 | $0 | $44,806 | Yes (X) | |||
| CHRISTOPHER L MULKEY | |||||||||
| VP, CONSUMER LENDING | 40.0 | 0.0 | $260,783 | $0 | $19,282 | Yes (X) | |||
| DANIEL G SMITH | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | $739,841 | $0 | $61,616 | Yes (X) | |||
| ERIC E BUGGER | |||||||||
| CHIEF LENDING OFFICER | 40.0 | 0.0 | $428,464 | $0 | $60,911 | Yes (X) | |||
| JASON A FRANTZ | |||||||||
| VP, FRAUD RISK MANAGEMENT | 40.0 | 0.0 | $286,434 | $0 | $55,147 | Yes (X) | |||
| JENNIFER OGDEN | |||||||||
| CHIEF RISK OFFICER | 40.0 | 0.0 | $427,862 | $0 | $38,568 | Yes (X) | |||
| JOSHUA SCOTT HAYES | |||||||||
| VICE PRESIDENT, HUMAN RESOURCES | 40.0 | 0.0 | $199,589 | $0 | $25,690 | Yes (X) | |||
| KEVIN SCOTT JOHNSON | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 0.0 | $394,157 | $0 | $26,244 | Yes (X) | |||
| KIMBERLY LYNNE RILEY | |||||||||
| CHIEF EXPERIENCE OFFICER | 40.0 | 0.0 | $331,510 | $0 | $76,983 | Yes (X) | |||
| MALLORY ANN JOHNSON SESTIC | |||||||||
| VP, ASSISTANT GENERAL COUNSEL | 40.0 | 0.0 | $280,691 | $0 | $52,801 | Yes (X) | |||
| MICHAEL DIETZ | |||||||||
| VP, MEMBER BUSINESS SERVICES | 40.0 | 0.0 | $241,348 | $0 | $47,851 | Yes (X) | |||
| MICHAEL EDWIN PHILLIPS | |||||||||
| VP, INFORMATION TECHNOLOGY | 40.0 | 0.0 | $259,323 | $0 | $21,336 | Yes (X) | |||
| MOLLY KAY LAMPE | |||||||||
| CHIEF LEGAL OFFICER | 40.0 | 0.0 | $450,323 | $0 | $61,167 | Yes (X) | |||
| ROSANNE SCHUTZMAN | |||||||||
| CHIEF OPERATING OFFICER (END 08/2024) | 40.0 | 0.0 | $360,374 | $0 | $38,432 | Yes (X) | |||
| STEPHANIE R MASON | |||||||||
| SENIOR VP, COMPLIANCE & BSA | 40.0 | 0.0 | $317,279 | $0 | $48,348 | Yes (X) | |||
| TIMOTHY J MISLANSKY | |||||||||
| PRESIDENT & CEO | 39.0 | 1.0 | $1,055,531 | $0 | $107,960 | Yes (X) | |||
| TRACY A SZARZI-FORS | |||||||||
| SENIOR VP, MARKETING | 20.0 | 20.0 | $322,145 | $0 | $45,936 | Yes (X) | |||
| FRANK PETRIE | |||||||||
| DIRECTOR, RETAIL MORTGAGE ORIGINATIONS | 40.0 | 0.0 | $280,160 | $0 | $49,835 | Yes (X) | |||
| BENJAMIN THOMAS REMPE | |||||||||
| PRESIDENT OF MYCUMORTGAGE, LLC (END 09/2024) | 40.0 | 0.0 | $365,635 | $0 | $20,414 | Yes (X) | |||
| JOHN M SAGRAVES | |||||||||
| SENIOR FINANCIAL ADVISOR | 40.0 | 0.0 | $342,711 | $0 | $61,616 | Yes (X) | |||
| MICHAEL K THOMPSON | |||||||||
| SENIOR FINANCIAL ADVISOR | 40.0 | 0.0 | $357,961 | $0 | $45,745 | Yes (X) | |||
| PAUL SUTOR | |||||||||
| PRESIDENT OF MYCUMORTGAGE, LLC | 40.0 | 0.0 | $334,300 | $0 | $48,328 | Yes (X) | |||
| STEVEN J HARRELL | |||||||||
| DIRECTOR, RETIREMENT SOLUTIONS | 40.0 | 0.0 | $535,034 | $0 | $54,567 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,947,387 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,225,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 183 | 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 |
|---|---|---|---|---|---|
| TTEC DIGITAL LLC | |||||
| 100 CONGRESS AVE | AUSTIN | TX | 78701 | TELECOM | $1,992,997 |
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| PO BOX 277469 | ATLANTA | GA | 303847469 | SECURITY | $680,418 |
| VACO LLC | |||||
| 5501 VIRGINIA WAY | BRENTWOOD | TN | 37027 | TEMP/CONTRACTOR & RECRUITING | $674,565 |
| RSM US LLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 606740051 | CONSULTING | $658,700 |
| CONTINENTAL BROADBAND LLC | |||||
| 1 ALLEGHENY SQUARE | PITTSBURGH | PA | 15212 | TECHNOLOGY/CLOUD | $644,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | 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 | $412,010,000 | $412,010,000 | |
| SERVICE & MEMBER FEES | 522100 | $93,586,920 | $75,764,430 | $17,822,490 |
| INT-INVEST SECURITIES | 522100 | $93,543,000 | $93,543,000 | |
| UNRELATED PARTNERSHIP INCOME | 900099 | $113,164 | $113,164 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $599,253,084 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,474,916 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,474,916 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,474,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,474,916 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $600,728,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $582,792,346 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $17,935,654 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,119,547 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,006,227 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,000,956 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,892,164 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,228,945 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,128,126 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,854 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,668 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $886,190 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,158,001 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,122,981 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,464,234 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,414,553 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,001,124 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,686 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,490 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,349,403 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,727,105 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,418 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BAD DEBT EXPENSE | $89,846,518 |
| LOAN SERVICING EXPENSE | $17,127,509 |
| OUTSIDE SERVICES | $36,346,759 |
| PATRONAGE DIVIDENDS | $6,750,782 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,753,760 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,282,000 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,520,000 | BOYAmt |
| EOY | $639,558,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,751,000 | BOYAmt |
| EOY | $104,720,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,572,084 | BOYAmt |
| EOY | $65,989,548 | 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 | $5,961,827,916 | BOYAmt |
| EOY | $6,427,280,452 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,881,934 | BOYAmt |
| EOY | $6,163,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $146,649,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,844,941 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,041,144 | BOYAmt |
| EOY | $76,804,561 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,964,000 | BOYAmt |
| EOY | $1,476,689,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,779,066 | BOYAmt |
| EOY | $269,153,296 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,334,337,144 | BOYAmt |
| EOY | $9,066,358,561 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,008,315 | BOYAmt |
| EOY | $96,657,000 | 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 | $505,995,271 | BOYAmt |
| EOY | $507,340,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,952,056,665 | BOYAmt |
| EOY | $7,632,524,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,576,060,251 | BOYAmt |
| EOY | $8,236,521,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,276,893 | BOYAmt |
| EOY | $829,837,561 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,276,893 | BOYAmt |
| EOY | $829,837,561 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,334,337,144 | BOYAmt |
| EOY | $9,066,358,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $57,446,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,964,668 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $150,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,285,396 | OtherCostOrOtherBasisAmt |
| Book Value | $13,285,396 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,434,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,419,160 | DepreciationAmt |
| Book Value | $36,014,965 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,978,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,414,100 | DepreciationAmt |
| Book Value | $13,564,850 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,008,433 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,011,681 | DepreciationAmt |
| Book Value | $10,996,752 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,942,598 | OtherCostOrOtherBasisAmt |
| Book Value | $2,942,598 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,804,561 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| AVAILABLE-FOR-SALE SECURITIES | $1,476,689,000 | F |
| REPURCHASE AGREEMENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,476,689,000 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| MEMBERS' SHARE ACCOUNTS | $7,632,524,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,632,524,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $614,692,668 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,964,668 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $13,964,668 | RevenueNotReportedAmt |
| Revenue Subtotal | $600,728,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $600,728,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $543,282,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $543,282,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $543,282,000 | 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 (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WPCU SUNSHINE COMMUNITY FUND | ||||||||||
| 3560 PENTAGON BLVD | BEAVERCREEK | OH | 45431 | 852669888 | 501(C)(3) | $458,124 | $7,504 | FMV | GIFT BASKET PRIZES FOR FUNDRAISER | COMMUNITY GIVING |
| WRIGHT STATE UNIVERSITY FOUNDATION | ||||||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | 237019799 | 501(C)(3) | $335,500 | COMMUNITY GIVING | |||
| ADAPTIVE SPORTS CONNECTION | ||||||||||
| 6000 HARRIOTT RD | POWELL | OH | 43065 | 311561944 | 501(C)(3) | $25,000 | COMMUNITY GIVING | |||
| OMEGA COMMUNITY DEVELOPMENT CORPORATION | ||||||||||
| 1816 HARVARD BLVD | DAYTON | OH | 45406 | 311561713 | 501(C)(3) | $25,000 | COMMUNITY GIVING | |||
| CENTRAL STATE UNIVERSITY INNOVATION AND DEVELOPMENT FOUNDATION | ||||||||||
| 1400 BRUSH ROW ROAD | WILBERFORCE | OH | 45384 | 311750837 | 501(C)(3) | $20,000 | SCHOLARSHIPS | |||
| SINCLAIR COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 444 W THIRD ST | DAYTON | OH | 45402 | 237032312 | 501(C)(3) | $19,000 | SCHOLARSHIPS | |||
| DAYTON DEVELOPMENT COALITION | ||||||||||
| 1401 S MAIN ST | DAYTON | OH | 45409 | 311423890 | 501(C)(6) | $17,000 | ANNUAL DUES | |||
| RONALD MCDONALD HOUSE CHARITIES DAYTON | ||||||||||
| 555 VALLEY ST | DAYTON | OH | 45404 | 310964793 | 501(C)(3) | $15,000 | COMMUNITY GIVING | |||
| BOYS & GIRLS CLUB OF DAYTON | ||||||||||
| 1828 W STEWART ST | DAYTON | OH | 45417 | 310536657 | 501(C)(3) | $15,000 | COMMUNITY GIVING | |||
| BRIDGEWAY ACADEMY | ||||||||||
| 1350 ALUM CREEK DR | COLUMBUS | OH | 43209 | 760796242 | 501(C)(3) | $11,750 | COMMUNITY GIVING | |||
| HEART FOOD PANTRY | ||||||||||
| 6475 E MAIN ST | REYNOLDSBURG | OH | 43068 | 463327035 | 501(C)(3) | $10,000 | COMMUNITY GIVING | |||
| MIAMI VALLEY PUBLIC MEDIA DBA WYSO | ||||||||||
| 150 E SOUTH COLLEGE ST | YELLOW SPRINGS | OH | 45387 | 830545108 | 501(C)(3) | $10,000 | COMMUNITY GIVING | |||
| HABITAT FOR HUMANITY OF GREATER DAYTON | ||||||||||
| 115 W RIVERVIEW AVE | DAYTON | OH | 45405 | 311104456 | 501(C)(3) | $10,000 | COMMUNITY GIVING | |||
| GREATER COLUMBUS CHAMBER OF COMMERCE | ||||||||||
| 150 S FRONT ST | COLUMBUS | OH | 43215 | 314152950 | 501(C)(6) | $7,500 | COMMUNITY GIVING | |||
| DESTINATION CANAL WINCHESTER | ||||||||||
| PO BOX 45 | CANAL WINCHESTER | OH | 43110 | 311659678 | 501(C)(3) | $7,500 | COMMUNITY GIVING | |||
| MATRIOTS EDUCATION FUND | ||||||||||
| 1391 W FIFTH AVE | COLUMBUS | OH | 43212 | 844508818 | 501(C)(3) | $7,500 | COMMUNITY GIVING | |||
| GREATER DAYTON UNION COOPERATIVE INITIATIVE | ||||||||||
| 840 GERMANTOWN ST | DAYTON | OH | 45402 | 813470466 | 501(C)(3) | $6,500 | COMMUNITY GIVING | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | 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 | Yes (true) | 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 | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROSANNE SCHUTZMAN | ||||||||||||||
| CHIEF OPERATING OFFICER (END 08/2024) | $230,529 | $0 | $92,110 | $0 | $37,735 | $0 | $27,600 | $0 | $10,832 | $0 | $398,806 | $0 | $0 | $0 |
| TIMOTHY J MISLANSKY | ||||||||||||||
| PRESIDENT & CEO | $793,508 | $0 | $210,000 | $0 | $52,023 | $0 | $73,944 | $0 | $34,016 | $0 | $1,163,491 | $0 | $0 | $0 |
| DANIEL G SMITH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $372,662 | $0 | $85,000 | $0 | $282,179 | $0 | $27,600 | $0 | $34,016 | $0 | $801,457 | $0 | $0 | $0 |
| AMY REILLY | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $388,168 | $0 | $85,000 | $0 | $29,200 | $0 | $24,515 | $0 | $21,016 | $0 | $547,899 | $0 | $0 | $0 |
| MOLLY KAY LAMPE | ||||||||||||||
| CHIEF LEGAL OFFICER | $329,894 | $0 | $80,000 | $0 | $40,429 | $0 | $27,600 | $0 | $33,567 | $0 | $511,490 | $0 | $0 | $0 |
| ERIC E BUGGER | ||||||||||||||
| CHIEF LENDING OFFICER | $306,554 | $0 | $85,000 | $0 | $36,910 | $0 | $27,600 | $0 | $33,311 | $0 | $489,375 | $0 | $0 | $0 |
| JENNIFER OGDEN | ||||||||||||||
| CHIEF RISK OFFICER | $309,477 | $0 | $78,000 | $0 | $40,385 | $0 | $25,895 | $0 | $12,673 | $0 | $466,430 | $0 | $0 | $0 |
| KEVIN SCOTT JOHNSON | ||||||||||||||
| CHIEF INFORMATION OFFICER | $290,939 | $0 | $72,500 | $0 | $30,718 | $0 | $26,050 | $0 | $194 | $0 | $420,401 | $0 | $0 | $0 |
| KIMBERLY LYNNE RILEY | ||||||||||||||
| CHIEF EXPERIENCE OFFICER | $266,325 | $0 | $57,000 | $0 | $8,185 | $0 | $44,413 | $0 | $32,570 | $0 | $408,493 | $0 | $0 | $0 |
| TRACY A SZARZI-FORS | ||||||||||||||
| SENIOR VP, MARKETING | $233,939 | $0 | $55,000 | $0 | $33,206 | $0 | $21,620 | $0 | $24,316 | $0 | $368,081 | $0 | $0 | $0 |
| STEPHANIE R MASON | ||||||||||||||
| SENIOR VP, COMPLIANCE & BSA | $251,961 | $0 | $57,000 | $0 | $8,318 | $0 | $25,482 | $0 | $22,866 | $0 | $365,627 | $0 | $0 | $0 |
| JASON A FRANTZ | ||||||||||||||
| VP, FRAUD RISK MANAGEMENT | $236,996 | $0 | $23,000 | $0 | $26,438 | $0 | $22,206 | $0 | $32,941 | $0 | $341,581 | $0 | $0 | $0 |
| MALLORY ANN JOHNSON SESTIC | ||||||||||||||
| VP, ASSISTANT GENERAL COUNSEL | $205,994 | $0 | $47,000 | $0 | $27,697 | $0 | $18,785 | $0 | $34,016 | $0 | $333,492 | $0 | $0 | $0 |
| MICHAEL DIETZ | ||||||||||||||
| VP, MEMBER BUSINESS SERVICES | $208,784 | $0 | $26,200 | $0 | $6,364 | $0 | $18,140 | $0 | $29,711 | $0 | $289,199 | $0 | $0 | $0 |
| MICHAEL EDWIN PHILLIPS | ||||||||||||||
| VP, INFORMATION TECHNOLOGY | $243,092 | $0 | $13,000 | $0 | $3,231 | $0 | $19,905 | $0 | $1,431 | $0 | $280,659 | $0 | $0 | $0 |
| CHRISTOPHER L MULKEY | ||||||||||||||
| VP, CONSUMER LENDING | $217,421 | $0 | $38,000 | $0 | $5,362 | $0 | $19,282 | $0 | $0 | $0 | $280,065 | $0 | $0 | $0 |
| CHRISTOPHER ALLEN JOHNSON | ||||||||||||||
| VP OF INTERNAL AUDIT | $179,174 | $0 | $35,000 | $0 | $7,453 | $0 | $18,044 | $0 | $26,762 | $0 | $266,433 | $0 | $0 | $0 |
| CATHLEEN D WYATT | ||||||||||||||
| VP, ASSISTANT GENERAL COUNSEL | $208,244 | $0 | $12,000 | $0 | $10,488 | $0 | $18,598 | $0 | $12,373 | $0 | $261,703 | $0 | $0 | $0 |
| BLAKE NEWMAN | ||||||||||||||
| VP, TREASURY & ASSET-LIABILITY MANAGEMENT | $195,367 | $0 | $100 | $0 | $9,696 | $0 | $16,536 | $0 | $12,598 | $0 | $234,297 | $0 | $0 | $0 |
| JOSHUA SCOTT HAYES | ||||||||||||||
| VICE PRESIDENT, HUMAN RESOURCES | $196,621 | $0 | $200 | $0 | $2,768 | $0 | $15,967 | $0 | $9,723 | $0 | $225,279 | $0 | $0 | $0 |
| FRANK PETRIE | ||||||||||||||
| DIRECTOR, RETAIL MORTGAGE ORIGINATIONS | $110,087 | $0 | $163,305 | $0 | $6,768 | $0 | $22,781 | $0 | $27,054 | $0 | $329,995 | $0 | $0 | $0 |
| BENJAMIN THOMAS REMPE | ||||||||||||||
| PRESIDENT OF MYCUMORTGAGE, LLC (END 09/2024) | $115,205 | $0 | $75,000 | $0 | $175,430 | $0 | $7,432 | $0 | $12,982 | $0 | $386,049 | $0 | $0 | $0 |
| STEVEN J HARRELL | ||||||||||||||
| DIRECTOR, RETIREMENT SOLUTIONS | $78,547 | $0 | $440,774 | $0 | $15,713 | $0 | $27,600 | $0 | $26,967 | $0 | $589,601 | $0 | $0 | $0 |
| JOHN M SAGRAVES | ||||||||||||||
| SENIOR FINANCIAL ADVISOR | $0 | $0 | $337,784 | $0 | $4,927 | $0 | $27,600 | $0 | $34,016 | $0 | $404,327 | $0 | $0 | $0 |
| MICHAEL K THOMPSON | ||||||||||||||
| SENIOR FINANCIAL ADVISOR | $0 | $0 | $352,854 | $0 | $5,107 | $0 | $26,959 | $0 | $18,786 | $0 | $403,706 | $0 | $0 | $0 |
| PAUL SUTOR | ||||||||||||||
| PRESIDENT OF MYCUMORTGAGE, LLC | $262,228 | $0 | $65,000 | $0 | $7,072 | $0 | $26,816 | $0 | $21,512 | $0 | $382,628 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Travel for companions | CERTAIN BOARD MEMBERS RECEIVE COMPANION TRAVEL (INCLUDED IN TAXABLE COMPENSATION). |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | BEN REMPE RECEIVED A SEVERANCE PAYMENT OF $174,372. THIS AMOUNT IS INCLUDED WITH REPORTABLE COMPENSATION ON THE FORM 990, PART VII AND REPORTED AS OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II. |
| Schedule J, Part I, Line 4b 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 12/31/2024, THE REMAINING PLAN HAD A BALANCE OF $318,849. THE VESTED AMOUNT IS $161,133. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (24 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 INSURANCE | Yes (X) | $11,941,840 | $14,861,393 | false | Yes (true) | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $10,541,978 | $11,189,521 | false | Yes (true) | Yes (true) |
| DANIEL SMITH | |||||||
| CHIEF FINANCIAL OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $10,000,000 | $10,243,436 | false | Yes (true) | Yes (true) |
| D MATTHEW DAVIDSON | |||||||
| FORMER CFO | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $4,969,101 | $6,435,434 | false | Yes (true) | Yes (true) |
| ROSANNE SCHUTZMAN | |||||||
| CHIEF OPERATING OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $5,659,912 | $6,205,024 | false | Yes (true) | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $4,436,926 | $5,243,385 | false | Yes (true) | Yes (true) |
| AMY REILLY | |||||||
| CHIEF ADMINISTRATIVE OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $3,227,198 | $3,538,013 | false | Yes (true) | Yes (true) |
| ERIC BUGGER | |||||||
| CHIEF LENDING OFFICER | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $3,093,301 | $3,391,220 | false | Yes (true) | Yes (true) |
| DARRICK WEEKS | |||||||
| FORMER COO | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $2,018,045 | $2,592,749 | false | Yes (true) | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | SPLIT DOLLAR LIFE INSURANCE | Yes (X) | $1,771,717 | $2,289,368 | false | Yes (true) | Yes (true) |
| ERIC BUGGER | |||||||
| CHIEF LENDING OFFICER | FIRST MORTGAGE | Yes (X) | $662,517 | $575,308 | false | false | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | FIRST MORTGAGE | Yes (X) | $520,000 | $407,887 | false | false | Yes (true) |
| JASON FRANTZ | |||||||
| VP, FRAUD RISK MANAGEMENT | FIRST MORTGAGE | Yes (X) | $400,000 | $397,103 | false | false | Yes (true) |
| CHRISTOPHER JOHNSON | |||||||
| VP OF INTERNAL AUDIT | FIRST MORTGAGE | Yes (X) | $477,000 | $381,626 | false | false | Yes (true) |
| KEVIN JOHNSON | |||||||
| CHIEF INFORMATION OFFICER | FIRST MORTGAGE | Yes (X) | $375,000 | $307,596 | false | false | Yes (true) |
| KIMBERLY RILEY | |||||||
| Chief experience officer | FIRST MORTGAGE | Yes (X) | $244,350 | $178,949 | false | false | Yes (true) |
| AMY REILLY | |||||||
| CHIEF ADMINISTRATIVE OFFICER | VEHICLE LOAN | Yes (X) | $58,179 | $55,287 | false | false | Yes (true) |
| CHRISTOPHER MULKEY | |||||||
| VP, CONSUMER LENDING | VEHICLE LOAN | Yes (X) | $39,480 | $33,397 | false | false | Yes (true) |
| CHRISTOPHER MULKEY | |||||||
| VP, CONSUMER LENDING | VEHICLE LOAN | Yes (X) | $32,380 | $26,404 | false | false | Yes (true) |
| JOSHUA HAYES | |||||||
| VP, HUMAN RESOURCES | VEHICLE LOAN | Yes (X) | $33,573 | $13,732 | false | false | Yes (true) |
| KIMBERLY RILEY | |||||||
| Chief Experience Officer | VEHICLE LOAN | Yes (X) | $14,241 | $3,385 | false | false | Yes (true) |
| ERIC BUGGER | |||||||
| CHIEF LENDING OFFICER | CREDIT CARD | Yes (X) | $41,000 | $4,430 | false | false | Yes (true) |
| TIMOTHY MISLANSKY | |||||||
| PRESIDENT/CEO | CREDIT CARD | Yes (X) | $20,000 | $131 | false | false | Yes (true) |
| BLAKE NEWMAN | |||||||
| VP, TREASURY & ASSET-LIABILITY MANAGEMENT | CREDIT CARD | Yes (X) | $37,000 | $47 | false | false | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $68,374,825 | 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 VI, Line 6 Classes of 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, Line 7a Members or stockholders electing members of governing body | THE BOARD OF DIRECTORS IS THE GOVERNING BODY AND CONSISTS OF NINE DIRECTORS. EACH YEAR THREE DIRECTORS WILL BE ELECTED BY THE MEMBERS TO REPLACE THE THREE DIRECTORS WHOSE TERMS ARE EXPIRING. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | 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, Line 11b Review of form 990 by governing body | THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER AND IS THEN PRESENTED ELECTRONICALLY 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, 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, INTERESTS, OR AFFILIATIONS WITH OUTSIDE ORGANIZATIONS. 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, Line 15a Process to establish compensation of top management official | 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 2024. 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, Line 15b Process to establish compensation of other employees | 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 2024. 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, Line 19 Required 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 Other changes in net assets or fund balances | DISTRIBUTIONS TO NONCONTROLLING INTEREST - 150000; Total - 150000; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 | $22,959,976 | $60,059,714 | WRIGHT-PATT |
| WRIGHT-PATT HOLDINGS LLC | |||||||||
| 3560 PENTAGON BLVD | BEAVERCREEK | OH | 454311706 | 352745583 | CUSO HOLDING | OH | -$43,304 | $8,682,441 | WRIGHT-PATT |
| NWU COLLABORATIVE LLC | |||||||||
| 3560 PENTAGON BLVD | BEAVERCREEK | OH | 454311706 | 932909399 | CUSO HOLDING | OH | $47,285 | $227,501 | 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 GIVING | 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
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT-PATT INSURANCE PRODUCTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3610 PENTAGON BLVD | AddressLine1Txt |
| City | BEAVERCREEK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311733727 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT-PATT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $811,418 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,043,489 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.9 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | 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 (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Wright-Patt Insurance Products | ||
| A | $91,796 | FMV |
| WRIGHT-PATT INSURANCE PRODUCTS | ||
| B | $450,000 | FMV |
| WPCU SUNSHINE COMMUNITY FUND | ||
| B | $465,628 | CASH/FMV |
| WPCU SUNSHINE COMMUNITY FUND | ||
| D | $12,500 | fmv |
| wright-patt insurance products | ||
| D | $500,000 | fmv |
| wright-patt insurance products | ||
| D | $25,000 | fmv |
| wright-patt insurance products | ||
| J | $91,796 | fmv |
| wpcu sunshine community fund | ||
| L | $240,891 | fmv |
| wright-patt insurance products | ||
| L | $33,000 | fmv |
| wpcu sunshine community fund | ||
| Q | $8,052 | cash |
| wright-patt insurance products | ||
| Q | $263,886 | cash |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part V, Line 1a WRIGHT-PATT INSURANCE PRODUCTS | WPCU RECEIVED RENT FROM WRIGHT-PATT INSURANCE PRODUCTS TOTALING $91,796 FOR A FACILITIES LEASE. |
| Schedule R, Part V, Line 1b WRIGHT-PATT INSURANCE PRODUCTS | WPCU (VIA WRIGHT-PATT HOLDINGS) MADE AN ADDITIONAL CAPITAL CONTRIBUTION OF $450,000 TO WRIGHT-PATT INSURANCE PRODUCTS. |
| Schedule R, Part V, Line 1d WRIGHT-PATT INSURANCE PRODUCTS | WPCU GRANTED A LINE OF CREDIT IN THE AMOUNT OF $500,000 TO WRIGHT-PATT INSURANCE PRODUCTS. AS OF 12/31/2024 THE OUTSTANDING BALANCE OF THIS LOAN WAS $0. |
| Schedule R, Part V, Line 1d WRIGHT-PATT INSURANCE PRODUCTS | WPCU GRANTED CREDIT CARD LINES TO WRIGHT-PATT INSURANCE PRODUCTS TOTALING $25,000. AS OF 12/31/2024 THE TOTAL OUTSTANDING BALANCE OF THESE LOANS WAS $11,750. |
| Schedule R, Part V, Line 1d WPCU SUNSHINE COMMUNITY FUND | WPCU GRANTED CREDIT CARD LINES TO WPCU SUNSHINE COMMUNITY FUND TOTALING $12,500. AS OF 12/31/2024 THE TOTAL OUTSTANDING BALANCE OF THESE LOANS WAS $1,075. |
| Schedule R, Part V, Line 1j WRIGHT-PATT INSURANCE PRODUCTS | WPCU LEASES OFFICE SPACE TO WRIGHT-PATT INSURANCE PRODUCTS AT ITS 3610 PENTAGON BLVD BUILDING. TOTAL RENTS FOR 2024 WERE $91,796. |
| Schedule R, Part V, Line 1l WRIGHT-PATT INSURANCE PRODUCTS | WPCU PROVIDES ADMINISTRATIVE, LEGAL, ENTERPRISE RISK MANAGEMENT, AND OTHER SERVICES TO WRIGHT-PATT INSURANCE PRODUCTS UNDER A SUPPORT SERVICES AGREEMENT. TOTAL CONSIDERATION PAID UNDER THE AGREEMENT IN 2024 WAS $33,000. |
| Schedule R, Part V, Line 1l WPCU SUNSHINE COMMUNITY FUND | WPCU PROVIDES VARIOUS SERVICES AND RESOURCES TO WPCU SUNSHINE COMMUNITY FUND UNDER A MANAGEMENT SERVICES AGREEMENT ON AN IN-KIND BASIS. FMV OF SERVICES PROVIDED IN 2024 WAS $240,891. |
| Schedule R, Part V, Line 1q WPCU SUNSHINE COMMUNITY FUND | WPCU PAID FOR MISCELLANEOUS EXPENSES ON BEHALF OF WPCU SUNSHINE COMMUNITY FUND AND WAS SUBSEQUENTLY REIMBURSED. THESE EXPENSES TOTALED $8,052 IN 2024. |
| Schedule R, Part V, Line 1q WRIGHT-PATT INSURANCE PRODUCTS | WPCU PAID FOR EMPLOYEE BENEFITS EXPENSES ON BEHALF OF WRIGHT-PATT INSURANCE PRODUCTS AND WAS SUBSEQUENTLY REIMBURSED. THESE EXPENSES TOTALED $263,886 IN 2024. |
| Schedule R, Part V, Line 1b WPCU SUNSHINE COMMUNITY FUND | WPCU MADE CASH CONTRIBUTIONS TO WPCU SUNSHINE COMMUNITY FUND TOTALING $458,124 IN 2024. ADDITIONALLY, WPCU DONATED PRIZES FOR A FUNDRAISER WITH FMV OF $7,504. |