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. 12 publicly reported grants to this organization, totaling roughly $307K, appear in IRS filings.

EIN: 824159040 VACAVILLE, CA Latest filing: 2024
Total Revenue$65K
Total Expenses$57K
Total Assets$555K
Grant Records12
Funding Total$307K
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.

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

PROGRAMS
$100,000 1 grant
UNRESTRICTED
$73,178 2 grants
PROGRAM GRANT
$47,000 3 grants
COVID-19 EMERGENCY RESPONSE
$25,000 1 grant
PUBLIC, SOCIETAL BENEFIT
$21,375 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.

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