Nonprofit · EIN 82-4159040
TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND
Tax-exempt · VACAVILLE, CA 95687
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $64,518 | $57,059 | $7,459 | $554,590 | $0 | $554,590 |
| December 31, 2023 | 990 | $432,540 | $22,870 | $409,670 | $547,131 | $0 | $547,131 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $64,518
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $56,649
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $57,059
Balance sheet and other
- Total assets, start of year
- $547,131
- Total assets, end of year
- $554,590
- Total liabilities, end of year
- $0
- Net assets, end of year
- $554,590
- Net assets without donor restrictions
- $21,563
- Net assets with donor restrictions
- $533,027
- Gross receipts
- $64,518
- Employees
- 0
- Volunteers
- 14
- Year formed
- 2017
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEVIN MILLER | CHAIRMAN Trustee or director, Officer | 5 | $0 | $945,738 | $41,775 |
| JESSE LEAVITT | TREASURER Trustee or director | 5 | $0 | $281,944 | $27,754 |
| DAMIAN ALARCON-YOUNG | VICE CHAIRMAN/PRESIDENT Trustee or director | 5 | $0 | $222,927 | $15,409 |
| KARIM ZELENKA | FOUNDATION MANAGER Highest-paid employee | 40 | $0 | $115,777 | $5,654 |
| RICHARD WORD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS MILNE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| AMANDA GARCIA-MERZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KIM CASTANEDA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEVIN MILLER | CHAIRMAN Trustee or director, Officer | 5 | $0 | $908,743 | $59,006 |
| DAMIAN ALARCON-YOUNG | VICE CHAIRMAN/PRESIDENT Trustee or director | 5 | $0 | $184,140 | $19,971 |
| JESSE LEAVITT | TREASURER Trustee or director | 5 | $0 | $174,977 | $23,285 |
| KARIM ZELENKA | FOUNDATION MANAGER Highest-paid employee | 40 | $0 | $102,855 | $15,401 |
| JENNIFER BARTON | SECRETARY Trustee or director | 5 | $0 | $0 | $0 |
| RICHARD WORD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JANA MODENA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS MILNE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 TRAVIS WAY, VACAVILLE, CA 95687-3276
- Mailing address (990-N for 2019)
- One Travis Way, Vacaville CA 95687
- Principal officer (990 for 2024)
- DAMIAN ALARCON-YOUNG, ONE TRAVIS WAY, VACAVILLE, CA 95687
- Principal officer (990-N for 2019)
- Damian Alarcon-Young, One Travis Way, Vacaville CA 95687
- Signed the 990
- DAMIAN ALARCON-YOUNG, PRESIDENT
- Phone
- (202) 288-4343
- Website
- tcufund.org
- Return prepared by
- TURNER WARREN HWANG & CONRAD ACCTCY
California records
California keeps its own records of charities and corporations. Search them by EIN 82-4159040 or by the name TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-4159040
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $554,590
- Income (IRS master file)
- $64,518
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $64,518 | $57,059 | $554,590 | XML |
| 990 | December 2023 | $432,540 | $22,870 | $547,131 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Damian Alarcon-Young | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-4159040).
Questions about TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND
- What is the EIN of TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND?
- The employer identification number (EIN) of TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND is 82-4159040.
- Is TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND?
- The 990 for the year ended December 31, 2024 names DAMIAN ALARCON-YOUNG.
- Who are the officers and directors of TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $64,518, expenses of $57,059 and total assets of $554,590 at year end.
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All nonprofits in VACAVILLE · California · Philanthropy, voluntarism and grantmaking foundations