TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND
EIN 82-4159040 VACAVILLE, CA
- Revenue 2024
- $64,518
- Expenses 2024
- $57,059
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T21
- Classification
- 1000
- Street
- 1 TRAVIS WAY
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 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.
Activities or mission (Part I)
DEDICATED TO BUILDING AUTHENTIC COMMUNITY IMPACT BY IMPROVING FINANCIAL LITERACY
-
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 SAFEQUEST SOLANO. EACH RECIPIENT RECEIVED $30,000 IN UNRESTRICTED OPERATING SUPPORT AND UP TO $9,000 FOR PROFESSIONAL DEVELOPMENT TRAINING TO BECOME CERTIFIED FINANCIAL COACHES. AT YEAR END, FINANCIAL COACHES ONBOARDED 100 LOW-TO-MODERATE INCOME CLIENTS INTO THE COACHING PROGRAM.
Expenses $45,000 · Grants $45,000
-
THE FOUNDATION HOSTED THE 2024 VITA TAX PREPARATION SITE IN VACAVILLE, PROVIDING FREE TAX PREPARATION SERVICES TO ELIGIBLE LOW-INCOME INDIVIDUALS AND FAMILIES. THIS PROGRAM SAVED OVER $165,900 IN TAX PREPARATION FEES FOR THE COMMUNITY.
Revenue $16,000
-
THE FOUNDATION AWARDED FOUR $5,000 STUDENT LOAN DEBT ASSISTANCE AWARDS TO INDIVIDUALS IN NAPA, SOLANO, MERCED, AND CONTRA COSTA COUNTIES. THROUGH ITS INITIATIVES, THE FOUNDATION CONTINUED TO SUPPORT FINANCIAL EDUCATION AND WELLNESS, EMPOWERING LOCAL COMMUNITIES WITH RESOURCES FOR FINANCIAL SUCCESS.
-
THE TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND HAS RAISED OVER $10,000 TO SUPPORT NEIGHBORHOOD TRUST FINANCIAL PARTNERS' PATHWAY TO FINANCIAL EMPOWERMENT PROGRAM AND MILITARY RESOURCE GUIDES.
Expenses $12,059 · Grants $11,649
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
KEVIN MILLER
CHAIRMAN
- Total calculated
- $987,513
- From this org
- $0
- From related orgs
- $945,738
- Other
- $41,775
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $775,962 related
- Bonus
- $0 + $157,738 related
- Other
- $0 + $12,038 related
- Deferred
- $0 + $28,750 related
- Nontaxable benefits
- $0 + $13,025 related
- Filer's total
- $0 + $987,513 related
-
DAMIAN ALARCON-YOUNG
VICE CHAIRMAN/PRESIDENT
- Total calculated
- $238,336
- From this org
- $0
- From related orgs
- $222,927
- Other
- $15,409
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $195,859 related
- Bonus
- $0 + $10,601 related
- Other
- $0 + $16,467 related
- Deferred
- $0 + $15,253 related
- Nontaxable benefits
- $0 + $156 related
- Filer's total
- $0 + $238,336 related
-
JESSE LEAVITT
TREASURER
- Total calculated
- $309,698
- From this org
- $0
- From related orgs
- $281,944
- Other
- $27,754
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $258,897 related
- Bonus
- $0 + $16,615 related
- Other
- $0 + $6,432 related
- Deferred
- $0 + $24,604 related
- Nontaxable benefits
- $0 + $3,150 related
- Filer's total
- $0 + $309,698 related
-
RICHARD WORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 40 related
-
CHRIS MILNE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
AMANDA GARCIA-MERZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
KIM CASTANEDA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
KARIM ZELENKA
FOUNDATION MANAGER
- Total calculated
- $121,431
- From this org
- $0
- From related orgs
- $115,777
- Other
- $5,654
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $64,518
- Expenses
- $57,059
- Contributions
- $64,518
- Grants paid
- $56,649
-
2023
- Revenue
- $432,540
- Expenses
- $22,870
- Contributions
- $432,540
- Grants paid
- $22,870
-
2022
- Revenue
- $190,543
- Expenses
- $167,006
- Contributions
- $190,543
- Grants paid
- $44,932
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990-EZ
- Revenue
- $146,430
- Expenses
- $262,078
- Assets (EOY)
- $113,925
-
2020 · 990
- Revenue
- $2,179,169
- Expenses
- $1,967,032
- Assets (EOY)
- $229,573
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Form 990-N e-Postcard, tax year 2019
- Tax period
- 1 January 2019 to 31 December 2019
- Principal officer
- Damian Alarcon-Young
- Mailing address
- One Travis WayVacaville CA 95687
- Website
- tcufund.org
As filed, from the IRS e-Postcard file of 19 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
Grants made
-
2023 TO PROVIDE GENERAL OPERATING SUPPORT FOR CHILDREN'S HOSPITALS IN CALIFORNIA.
-
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
2024 TO SUPPORT THE PROVISION OF SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING IN SOLANO COUNTY, CALIFORNIA
-
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.
Grants received
-
$16,000
2023 PROGRAM GRANT
-
$16,000
2024 PROGRAM GRANT
-
$15,000
2022 PROGRAM GRANT
-
$5,578
2024 UNRESTRICTED
-
$0
2025 BUILD AND SAVE SUBGRANT AWARDS-2025
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(14) · CREDIT UNION · CA
Declared as related by
-
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.