Public Charity

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND is a Public Charity headquartered in VACAVILLE, CA. Financial data from the 2024 filing: $65K revenue, $57K expenses, $555K total assets. IRS filings disclose 71 grants awarded by this foundation, totaling roughly $1.9M.

EIN: 824159040 VACAVILLE, CA Corporate Foundations NTEE: T21 Latest filing: 2024
Total Revenue$65K
Total Expenses$57K
Total Assets$555K
Grants Given71
Grant Total$1.9M
Filing Years2020–2024

Mission

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND IS COMMITTED TO BUILDING FINANCIALLY EMPOWERED COMMUNITIES. THEIR VISION IS TO CREATE PHILANTHROPIC SOLUTIONS FOR BUILDING SUSTAINABLE FINANCIAL WELLNESS IN COMMUNITIES FOR GENERATIONS TO COME. THE FOUNDATION RAISES FUNDS FOR FINANCIAL EDUCATION INITIATIVES AND RESOURCES, SCHOLARSHIPS FOR YOUTH AND ADULTS AND DISASTER RELIEF.

Where $100 goes at Travis Credit Union's Community Financial Wellness Fund

How Travis Credit Union's Community Financial Wellness Fund divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$55
The foundation launched its inaugural financial coaching grant program, awarding grants to three nonprofit organizations in northern california, Vacaville solano services corp., San pablo economic development corp., And…
55% of program spending · Reported in the filing: 100 clients
$15
The foundation hosted the 2024 vita tax preparation site in Vacaville, providing free tax preparation services to eligible low-income individuals and families
About 15% (cost not reported)
$15
The foundation awarded four $5,000 student loan debt assistance awards to individuals in napa, solano, merced, and contra costa counties
About 15% (cost not reported)

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

VACAVILLE, CA · 2024
TO SUPPORT PROGRAMS AND SERVICES THAT PROMOTE COMMUNITY DEVELOPMENT, AFFORDABLE HOUSING, AND ASSISTANCE FOR LOW-INCOME INDIVIDUALS AND FAMILIES IN VACAVILLE AND SOLANO COUNTY, CALIFORNIA.
$15,000
FAIRFIELD, CA · 2024
TO SUPPORT THE PROVISION OF SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING IN SOLANO COUNTY, CALIFORNIA
$15,000
SAN PABLO, CA · 2024
TO SUPPORT PROGRAMS THAT PROMOTE ECONOMIC DEVELOPMENT, JOB CREATION, WORKFORCE DEVELOPMENT, AND SMALL BUSINESS ASSISTANCE IN THE CITY OF SAN PABLO, CALIFORNIA.
$15,000
SALT LAKE CITY, UT · 2023
TO PROVIDE GENERAL OPERATING SUPPORT FOR CHILDREN'S HOSPITALS IN CALIFORNIA.
$20,750
FAIRFIELD, CA · 2020
TO SUPPORT ORGANIZATIONS THAT PROVIDE FRONTLINE SERVICES TO THOSE IMPACTED BY COVID-19
$70,000

Showing up to 5 of 71 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Amanda Garcia-Merz
BOARD MEMBER Chris Milne
VICE CHAIRMAN/PRESIDENT Damian Alarcon-Young
TREASURER Jesse Leavitt
FOUNDATION MANAGER Karim Zelenka
CHAIRMAN Kevin Miller

Officer compensation and complete director data available with membership.

Top Grant Purposes

Health & Medicine
$1,832,746 67 grants
Human & Social Services
$22,045 2 grants
Economic Development
$15,000 1 grant
Housing & Homelessness
$15,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $65K $57K $555K
2023 $433K $23K $547K
2022 $191K $167K $137K
2021 $146K $262K $114K
2020 $2.2M $2.0M $230K

Between 2020 and 2024, reported annual revenue declined from $2.2M to $65K (-97%), with total assets most recently reported at $555K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AA, CA, UT.

AACAUT

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND

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