WPCU SUNSHINE COMMUNITY FUND Charity Report

Public IRS 990 nonprofit record

WPCU SUNSHINE COMMUNITY FUND

EIN 85-2669888 · Fund Raising & Fund Distribution - Philanthropy, Voluntarism, and Grantmaking (T12)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders8 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

49.18%of revenue went to mission work88.1% of expenses · Program services

3.07%of revenue went to fundraising5.5% of expenses

$55.80spent for every $100 of revenueRevenue covered expenses this year.

3.56%of revenue went to management and office costs6.4% of expenses

$2.70in assets for every $1 spent this yearSome assets cannot be spent right away.

101.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $107,960 for TIMOTHY MISLANSKY (TRUSTEE). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$907,830

Mission workProgram services$446,42649.18% of revenue88.1% of expenses

ManagementOffice and general costs$32,3343.56% of revenue6.4% of expenses

FundraisingAsking for donations$27,8523.07% of revenue5.5% of expenses

Revenue left after expensesReported annual surplus$401,21844.20% of revenueShown in gray on the chart

Total expenses$506,61255.80% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.1% mission · 6.4% management · 5.5% fundraisingTotal expenses: 55.80% of revenue

2023Expense mix: 90.1% mission · 6.2% management · 3.7% fundraisingTotal expenses: 67.58% of revenue

2022Expense mix: 89.4% mission · 6.6% management · 4.0% fundraisingTotal expenses: 74.35% of revenue

2021Expense mix: 78.9% mission · 13.8% management · 7.3% fundraisingTotal expenses: 23.45% of revenue

Money in and money out

Revenue$907,830

Expenses$506,612

Annual surplus $401,218 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$446,426 · 88.1% of expenses

Management and office costs$32,334 · 6.4% of expenses

Fundraising$27,852 · 5.5% of expenses

See all reported dollar amounts

Revenue$907,830

Expenses$506,612

Assets$1,369,774

Income$951,015

Contributions$919,102

Mission work (program services)$446,426

Fundraising$27,852

Grants given$1,032,500

Average grant$13,070

Management and general$32,334

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

TIMOTHY MISLANSKYTRUSTEE · 1 hrs/week $107,960Base · Other $107,960

TRACY SZARZI-FORSEXECUTIVE DIRECTOR · 20 hrs/week $45,936Base · Other $45,936

AMY REILLYPRESIDENT, BOARD OF TRUSTEES · 1 hrs/week $45,531Base · Other $45,531

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (8)

TIMOTHY MISLANSKYTRUSTEE

TRACY SZARZI-FORSEXECUTIVE DIRECTOR

AMY REILLYPRESIDENT, BOARD OF TRUSTEES

CASSIE BARLOWVP. BOARD OF TRUSTEES

CHUCK SHOWELLTRUSTEE

DAVE RAMEYTRUSTEE

DIANNE FARRELLTRUSTEE

KARIN VANZANTSECRETARY/TREASURER

About this charity

Recognized since: January 2021
Location: 3560 Pentagon Blvd, Beavercreek, OH 454311706
County: Greene
In care of: Amy Reilly
Primary officer: Amy Reilly, President

How to reach them

WebsiteVisit the charity’s website Emailsponsorships@wpcu.coop.com Phone(800) 762-0047

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Fund Raising & Fund Distribution - Philanthropy, Voluntarism, and Grantmaking (T12)
IRS tax category: Fund Raising & Fund Distribution
Grant-giving organization: Yes