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← TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND

Form 990-EZ for tax year 2022

Filed by TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND.

Totals

Total revenue
$190,543
Total expenses
$167,006
Contributions and grants received
$190,543
Grants paid
$44,932
Program service revenue
not reported
Membership dues (line 3)
not reported
Investment income (line 4)
not reported
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
not reported
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$137,462
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$137,462
Program service expenses (Part III)
$44,932

Program services were 26.9% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2022

Primary exempt purpose

DEDICATED TO BUILDING AUTHENTIC COMMUNITY IMPACT BY IMPROVING FINANCIAL LITERACY.

  • SINCE THE PROGRAM WAS LAUNCHED, THE TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND HAS REACHED MORE THAN 600,000 PEOPLE AND DISTRIBUTED OVER $2M THRU PARTNERSHIP WITH 83 LOCAL NON-PROFIT ORGANIZATIONS IN 12 COUNTIES. MANY OF THESE ORGANIZATIONS ARE PROVIDING RESOURCES AND SERVICES TO INDIVIDUALS AND FAMILIES IMPACTED BY THE PANDEMIC. ONE HUNDRED PERCENT OF ALL DONATIONS WENT DIRECTLY TO RELIEF EFFORTS.

    Expenses $30,708

  • THE TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND ALSO LAUNCHED LOCAL WILDFIRES RELIEF PROGRAM TO BRING IMMEDIDATE FINANCIAL ASSISTANCE TO THE VICTIMS, FIREFIGHTERS AND COMMUNITIES THAT HAVE BEEN AFFECTED BY THE WILDFIRES. TRAVIS CREDIT UNION IS COVERING ALL ADMINISTRATIVE COSTS, SO THAT 100 PERCENT OF ALL DONATIONS WILL GO DIRECTLY TOWARDS SUPPORTING RECOVERY EFFORTS IN THE LOCAL SERVICE AREA.

  • THE TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND HAS RAISED OVER $10,000 TO SUPPORT VACAVILLE CHRISTMAS WISH AND CHILDREN'S MIRACLE NETWORK. TCUF ALSO PROVIDED SCHOLARSHIPS FOR YOUTH AND ADULTS FROM UNDERSERVED COMMUNITIES.

    Expenses $14,224 · Grants $14,224

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Barry Nelson

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Damian Alarcon-Young

    VICE CHAIRMAN/PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Martin Fleischer

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Sandra Wilkerson

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Sherry Cordonnire

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jennifer Barton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jana Modena

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990_ez
Tax year
2022
Filed
12 September 2023
IRS schema version
2022v5.0
Source object
202322899349202332

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