WPCU Sunshine Community Fund (EIN 852669888) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Phone

8007620047

Tax Period

2023-01-01 to 2023-12-31

WPCU Sunshine Community Fund, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $691K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $224K, a strong 32% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $704,746

Program Service Revenue $0

Investment Income $1,641

Other Revenue $-15,064

TOTAL REVENUE $691,323

Expense Breakdown

Grants Paid $379,500

Salaries & Benefits $0

Fundraising Expenses $17,076

Program Expenses $420,977

Other Expenses $87,664

TOTAL EXPENSES $467,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$691,323	$529,996	+0.3%
Expenses	$467,164	$394,045	+0.2%
Net Income	$224,159	$135,951	+0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$846,350

Total Directors

$1,614,418

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	PRESIDENT, BOARD OF TRUSTEE	1.0	Officer Director	$0	$44,983	$490,758
N/A	VP. BOARD OF TRUSTEE	1.0	Officer Director	$0	$0	$0
N/A	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
N/A	BOARD OF TRUSTEE	1.0	Director	$0	$0	$0
N/A	BOARD OF TRUSTEE	1.0	Director	$0	$0	$0
N/A	BOARD OF TRUSTEE	1.0	Director	$0	$0	$0
N/A	BOARD OF TRUSTEE	1.0	Director	$0	$101,386	$1,123,660
N/A	EXECUTIVE DIRECTOR	13.0	Officer	$0	$42,183	$355,592

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$691,323	$467,164	$954,398	$224,159
2022	$529,996	$394,045	$730,994	$135,951
2021	$767,369	$179,930	$594,514	$587,439

WPCU Sunshine Community Fund