Civic Intelligence

Wpcu Sunshine Community Fund

990T • Fiscal year 2021 • EIN 85-2669888

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

3560 Pentagon BlvdBeavercreek, OH 45431

(937) 912-7000

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2021: $594,514Liabilities 2021: $295Net Assets 2021: $594,2192021Assets 2022: $730,994Liabilities 2022: $824Net Assets 2022: $730,1702022Assets 2023: $954,398Liabilities 2023: $69Net Assets 2023: $954,3292023Assets 2024: $1,369,774Liabilities 2024: $14,227Net Assets 2024: $1,355,5472024

Latest loaded filing

2024

Assets$1,369,774
Liabilities$14,227
Net Assets$1,355,547

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0Revenue 2021: $767,369Expenses 2021: $179,930Net Income 2021: $587,4392021Revenue 2022: $529,996Expenses 2022: $394,045Net Income 2022: $135,9512022Revenue 2023: $691,323Expenses 2023: $467,164Net Income 2023: $224,1592023Revenue 2024: $907,830Expenses 2024: $506,612Net Income 2024: $401,2182024

Latest loaded filing

2024

Revenue$907,830
Expenses$506,612
Net Income$401,218
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Mission and Program Overview

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.

Filing and Contact Details

Filer

Filer Name
WPCU Sunshine Community Fund
EIN
85-2669888
In Care Of
% TIM ANDREWS
Phone
9379127000
Address
3560 Pentagon Blvd, Beavercreek, OH 45431

Signing Officer

Name
Amy Reilly
Title
President
Phone
9379127114
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Raw XML Appendix54 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIM ANDREWS
IRS990T/BooksInCareOfDetail/PhoneNum09379127000
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03560 PENTAGON BLVD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BEAVERCREEK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0454311706
IRS990T/BookValueAssetsEOYAmt0594514
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE TAXPAYER DOES NOT HAVE ANY ACTIVITIES GENERATING UNRELATED BUSINESS
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IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY REILLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09379127114
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WPCU Sunshine Community Fund
ReturnHeader/Filer/BusinessNameControlTxt0WPCU
ReturnHeader/Filer/EIN0852669888
ReturnHeader/Filer/InCareOfNm0% TIM ANDREWS
ReturnHeader/Filer/PhoneNum09379127000
ReturnHeader/Filer/USAddress/AddressLine1Txt03560 Pentagon Blvd
ReturnHeader/Filer/USAddress/CityNm0Beavercreek
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045431
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE B FISHBACK
ReturnHeader/ReturnTs02022-11-03T11:11:12-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REILLY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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