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WPCU SUNSHINE COMMUNITY FUND

EIN 85-2669888 BEAVERCREEK, OH

Revenue 2024
$907,830
Expenses 2024
$506,612

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T12
Classification
1000
Street
3560 PENTAGON BLVD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

DEVELOP AND PROVIDE FINANCIAL LEARNING PROGRAMS, PRODUCTS, AND/OR SERVICES TO ENABLE FINANCIAL WELLBEING FOR ALL AGE GROUPS REGARDLESS OF ECONOMIC & SOCIAL SITUATIONS, BUT WITH AN EMPHASIS ON AREAS SUFFERING FROM FINANCIAL DISPARITIES. FACILITATE AND SUPPORT PROGRAMS THAT PROVIDE FINANCIAL STABILIZATION, MINORITY LENDING AND ENTREPRENEURIALISM WITHIN ECONOMICALLY STRESSED COMMUNITIES. SUPPORT AND DELIVER FINANCIAL WELLBEING PROGRAMS FOR MILITARY MEMBERS, VETERANS, AND THEIR FAMILIES. STRENGTHEN EMERGENCY OR EMERGING FINANCIAL WELLNESS INITIATIVES WITHIN THE COMMUNITIES WE SERVE. RESPOND TO COMMUNITY CRISES AND EMERGING ISSUES INFLUENCING OUR COMMUNITIES' FINANCIAL HEALTH AND WELL BEING. ADDRESS OPPORTUNITIES FOR ECONOMIC EXPANSION OF THE REGION(S) WPCU SERVES ESPECIALLY IN AREAS THAT WILL BENEFIT THOSE LIVING IN ECONOMICALLY STRESSED COMMUNITIES.

Activities or mission (Part I)

TO STRENGTHEN THE FINANCIAL HEALTH AND WELL-BEING OF THE COMMUNITIES IN WHICH WRIGHT-PATT CREDIT UNION, ITS MEMBERS, AND PARTNER-EMPLOYEES LIVE AND WORK.

  • THE INSPI-RAY-TION COMMITTEE REPRESENTS THE CHARITABLE GIVING VOICES, VALUES AND HOPES OF WRIGHT-PATT CREDIT UNION EMPLOYEES. AS GOOD STEWARDS OF THE FUNDS RAISED BY EMPLOYEES, THIS COMMITTEE IS RESPONSIBLE FOR THE EVALUATION AND RECOMMENDATION OF NONPROFITS THAT WILL RECEIVE GRANTS THROUGHOUT THE YEAR WHILE ENSURING ALIGNMENT WITH THE FINANCIAL SECURITY AND WELLBEING BUILDING BLOCKS.

    Expenses $326,325 · Grants $322,000

  • WPCU SUNSHINE COMMUNITY FUND MANAGES THE FOLLOWING FUNDS: 1. MONEYMAGNIFIER - ENHANCE FINANCIAL CAPABILITY DEVELOPMENT AMONG K COLLEGE STUDENTS, WITH INTENTIONAL EFFORTS GIVEN TO ENGAGE STUDENTS WHO ARE UNDERSERVED, COLLEGE-BOUND OR CURRENTLY IN COLLEGE AND LIVING WITHIN THE COMMUNITIES WPCU SERVES MONEYMAGNIFIER FEATURES A VARIETY OF FINANCIAL LEARNING ACTIVITIES, PROGRAMS AND CLASSROOM PRESENTATIONS TO ENABLE STUDENTS' FINANCIAL LITERACY TODAY AND FOSTER FINANCIALLY SECURE ADULTS IN THE FUTURE. 2. MANAGING YOUR FINANCES THROUGH CANCER - FINANCIAL LEARNING PROGRAM FOR PATIENTS WHO ARE DIAGNOSED WITH CANCER (ESPECIALLY STAGE 4 CANCER) IN THE DAYTON REGION. USING A COMBINATION OF ONE-ON-ONE COACHING, HANDS ON TOOLS AND SELF SERVE TECHNOLOGY, THE HYBRID FINANCIAL LEARNING PROGRAM INCLUDES AN INITIAL FINANCIAL EVALUATION/NEEDS ASSESSMENT TO DETERMINE IMMEDIATE NEXT STEPS FOR NEWLY DIAGNOSED CANCER PATIENTS AND THOSE WHO SURVIVE. 3. FIRST-TIME HOMEBUYER DOWN PAYMENT ASSISTANCE PROGRAM - PROVIDE GRANTS TO FIRST-TIME HOMEBUYERS WHO FALL BELOW A CERTAIN INCOME LEVEL. 4. DOUGLAS A. FECHER LEARNING IN EXCELLENCE SCHOLARSHIP PROGRAM - PROVIDES SCHOLARSHIPS TO STUDENTS IN NEED THAT ATTEND WRIGHT STATE UNIVERSITY OR THE UNIVERSITY OF CINCINNATI WITH AN OPTION TO RENEW THE SCHOLARSHIP FOR AN ADDITIONAL YEAR.

    Expenses $120,101 · Grants $15,000

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • AMY REILLY

    PRESIDENT, BOARD OF TRUSTEES

    Total calculated
    $547,899
    From this org
    $0
    From related orgs
    $502,368
    Other
    $45,531
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,168 related
    Bonus
    $0 + $85,000 related
    Other
    $0 + $29,200 related
    Deferred
    $0 + $24,515 related
    Nontaxable benefits
    $0 + $21,016 related
    Filer's total
    $0 + $547,899 related

  • CASSIE BARLOW

    VP. BOARD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • KARIN VANZANT

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CHUCK SHOWELL

    TRUSTEE

    Total calculated
    $16,521
    From this org
    $0
    From related orgs
    $16,521
    Other
    $0
    Hours/week
    1 + 2 related

  • DAVE RAMEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DIANNE FARRELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY MISLANSKY

    TRUSTEE

    Total calculated
    $1,163,491
    From this org
    $0
    From related orgs
    $1,055,531
    Other
    $107,960
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $793,508 related
    Bonus
    $0 + $210,000 related
    Other
    $0 + $52,023 related
    Deferred
    $0 + $73,944 related
    Nontaxable benefits
    $0 + $34,016 related
    Filer's total
    $0 + $1,163,491 related

  • TRACY SZARZI-FORS

    EXECUTIVE DIRECTOR

    Total calculated
    $368,081
    From this org
    $0
    From related orgs
    $322,145
    Other
    $45,936
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,939 related
    Bonus
    $0 + $55,000 related
    Other
    $0 + $33,206 related
    Deferred
    $0 + $21,620 related
    Nontaxable benefits
    $0 + $24,316 related
    Filer's total
    $0 + $368,081 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $907,830
    Expenses
    $506,612
    Contributions
    $919,102
    Grants paid
    $337,000
  • 2023
    Revenue
    $691,323
    Expenses
    $467,164
    Contributions
    $704,746
    Grants paid
    $379,500
  • 2022
    Revenue
    $529,996
    Expenses
    $394,045
    Contributions
    $544,493
    Grants paid
    $323,500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2021 · 990

    Revenue
    $767,369
    Expenses
    $179,930
    Assets (EOY)
    $594,514

  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2020

Tax period
1 January 2020 to 31 December 2020
Principal officer
Amy Reilly
Mailing address
3560 Pentagon BlvdBeavercreek OH 45431
Website
https://www.wpcu.coop/about-us/wpcu-in-the-community

As filed, from the IRS e-Postcard file of 19 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.