2025-11-17T10:52:37-06:00 2024-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2024-01-01 824159040 TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND TRAV 2022884343 ONE TRAVIS WAY VACAVILLE CA 95687 DAMIAN ALARCON-YOUNG PRESIDENT 2022884343 2025-11-14 1 1 NATALIE HULL CPA P00089332 8189549700 2024 2025-03-06 01:10:19Z DAMIAN ALARCON-YOUNG ONE TRAVIS WAY VACAVILLE CA 95687 64518 0 X WWW.TCUFUND.ORG X 2017 CA DEDICATED TO BUILDING AUTHENTIC COMMUNITY IMPACT BY IMPROVING FINANCIAL LITERACY 7 4 0 14 0 0 432540 64518 0 0 0 0 0 0 432540 64518 22870 56649 0 0 0 0 0 0 0 0 410 22870 57059 409670 7459 547131 554590 0 0 547131 554590 X 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. 0 0 45000 45000 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. 0 0 16000 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. 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. 12059 11649 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. 12059 11649 57059 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JESSE LEAVITT TREASURER 7074691988 ONE TRAVIS WAY VACAVILLE CA 95687 KEVIN MILLER CHAIRMAN 5.00 40.00 X X 0 945738 41775 DAMIAN ALARCON-YOUNG VICE CHAIRMAN/PRESIDENT 5.00 40.00 X 0 222927 15409 JESSE LEAVITT TREASURER 5.00 40.00 X 0 281944 27754 RICHARD WORD BOARD MEMBER 2.00 40.00 X 0 0 0 CHRIS MILNE BOARD MEMBER 2.00 0.00 X 0 0 0 AMANDA GARCIA-MERZ BOARD MEMBER 2.00 0.00 X 0 0 0 KIM CASTANEDA BOARD MEMBER 2.00 0.00 X 0 0 0 KARIM ZELENKA FOUNDATION MANAGER 40.00 0.00 X 0 115777 5654 0 1566386 90592 0 0 1 0 0 64518 64518 64518 0 0 0 56649 56649 410 410 57059 57059 0 0 547131 551255 0 3335 547131 554590 0 0 X 546531 21563 600 533027 547131 554590 547131 554590 7459 0 X X 0 0 0 X 2179169 146430 68469 432540 64518 2891126 2179169 146430 68469 432540 64518 2891126 1294509 1596617 2891126 0.55220 0.54160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 SAN PABLO ECONOMIC DEVELOPMENT CORPORATION INC 1000 GATEWAY AVENUE 1ST FLOOR SAN PABLO CA 94806 275395012 501(C)(3) 15000 0 FMV TO SUPPORT PROGRAMS THAT PROMOTE ECONOMIC DEVELOPMENT, JOB CREATION, WORKFORCE DEVELOPMENT, AND SMALL BUSINESS ASSISTANCE IN THE CITY OF SAN PABLO, CALIFORNIA. SAFEQUEST SOLANO INC 1261 TRAVIS BLVD STE SUITE 230 FAIRFIELD CA 94533 942853669 501(C)(3) 15000 0 FMV TO SUPPORT THE PROVISION OF SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND HUMAN TRAFFICKING IN SOLANO COUNTY, CALIFORNIA VACAVILLE SOLANO SERVICES CORPORATION PO BOX 6593 VACAVILLE CA 95696 680364021 501(C)(3) 15000 0 FMV 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. 3 0 PART I, LINE 2: COVID-19 RELIEF PROGRAM: THE TRAVIS CREDIT UNION FOUNDATION RAISED FUNDS FOR LOCAL CHARITIES WITHIN THEIR LOCAL COMMUNITY THAT HELP PROVIDE SUPPORT AND MUCH-NEEDED SERVICES TO INDIVIDUALS AND FAMILIES IMPACTED BY COVID-19. 0 1 0 0 0 0 0 0 0 KEVIN MILLER CHAIRMAN 0 775962 0 157738 0 12038 0 28750 0 13025 0 987513 0 0 DAMIAN ALARCON-YOUNG VICE CHAIRMAN/PRESIDENT 0 195859 0 10601 0 16467 0 15253 0 156 0 238336 0 0 JESSE LEAVITT TREASURER 0 258897 0 16615 0 6432 0 24604 0 3150 0 309698 0 0 FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER SHALL RECEIVE A COMPLETED DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO FILING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND OPERATES UNDER TRAVIS CREDIT UNION, WHOSE GOVERNING BOARD HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. TRAVIS CREDIT UNION PO BOX 2069 VACAVILLE CA 95696 941242831 CREDIT UNION CA 501(C)(14) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 TRAVIS CREDIT UNION O 130730 COST TRAVIS CREDIT UNION M 27138 COST TRAVIS CREDIT UNION N 0 AMOUNT BELOW TRESHOLD