WPCU Sunshine Community Fund

EIN: 852669888 501(c)(3) Philanthropy & Grantmaking

Beavercreek, OH

Total Revenue
$691,323
Total Expenses
$467,164
Total Assets
$954,398
Net Assets
$954,329
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
OH
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

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.

Program Service Accomplishments

Program 1
Expenses: $333,706

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...

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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.

Program 2
Expenses: $87,271

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...

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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.

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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%)

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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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Governance

Voting Members
7
Independent Members
5
Employees
N/A
Volunteers
15

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
4
$846,350
Total Directors
7
$1,614,418
Key Employees
0
$0
Highest Compensated
0
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
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