Nonprofit · EIN 94-1242831
TRAVIS CREDIT UNION
Also known as HART EDWARD JAMES LIVING TRUST
Tax-exempt · VACAVILLE, CA 95687
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $283,652,476 | $262,963,712 | $20,688,764 | $5,253,880,860 | $4,730,060,689 | $523,820,171 |
| December 31, 2023 | 990 | $230,791,462 | $201,088,581 | $29,702,881 | $4,934,431,346 | $4,436,552,162 | $497,879,184 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $242,316,387
- Investment income
- $32,871,904
- Other revenue
- $8,464,185
Expenses
- Grants and similar amounts paid
- $196,600
- Compensation of officers, directors and key employees
- $7,054,735
- Other salaries and wages
- $54,221,673
- Salaries, compensation and benefits (total)
- $77,664,642
- Professional fundraising fees
- $0
- Legal fees
- $721,210
- Accounting fees
- $394,582
- Occupancy
- $5,215,069
- Travel
- $1,298,948
- Depreciation
- $3,460,480
Balance sheet and other
- Total assets, start of year
- $4,934,431,346
- Total assets, end of year
- $5,253,880,860
- Total liabilities, end of year
- $4,730,060,689
- Net assets, end of year
- $523,820,171
- Land, buildings and equipment
- $38,116,456
- Publicly traded securities
- $473,662,560
- Gross unrelated business income
- $334,806
- Gross receipts
- $283,652,476
- Employees
- 769
- Volunteers
- 11
- Year formed
- 1951
- 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 | Other / benefits |
|---|---|---|---|---|
| KEVIN MILLER | PRESIDENT/CEO Officer | 40 | $945,738 | $391,301 |
| IVAN JONES | SVP, CHIEF FINANCIAL OFFIC Officer | 40 | $844,751 | $203,686 |
| REVATI RAO | SVP, CHIEF LENDING OFFICER Key employee | 40 | $398,669 | $250,387 |
| GRADY BOND | SVP, CHIEF RETAIL AND LENDING OFFICER Key employee | 40 | $384,087 | $250,047 |
| MICHAEL JOSEPH LEVY | SVP, GENERAL COUNSEL Key employee | 40 | $421,043 | $205,033 |
| MARK VINELLA | VP, COMPLIANCE & RISK MANAGEMENT Highest-paid employee | 40 | $564,633 | $61,141 |
| SCOTT NICHOLS | SVP, CHIEF INFORMATION OFF Key employee | 40 | $402,031 | $222,044 |
| CATHERINE JOHNSON-KOMINS | SVP, CHIEF PEOPLE OFFICER Key employee | 40 | $421,164 | $200,094 |
| CYNTHIA MCGUIRE | VP, LENDING OPERATIONS Highest-paid employee | 40 | $572,278 | $38,958 |
| DENA M ROTHMANN | MANAGING VP, RETAIL & BRAN Highest-paid employee | 40 | $565,427 | $36,159 |
| DOUGLAS MARSHALL | SVP, CHIEF MARKETING OFFIC Key employee | 40 | $351,069 | $225,642 |
| ERIK WAKEFIELD | SVP, OPERATIONS Key employee | 40 | $353,747 | $221,863 |
| ARIC N KOSHIYAMA | WEALTH ADVISOR Highest-paid employee | 40 | $473,753 | $37,902 |
| KUNAL PAI-DHUNGAT | COMMERCIAL BUSINESS BANKING RELATIONSHIP MGR. Highest-paid employee | 40 | $344,951 | $51,251 |
| KARI MULHOLLAND | SUPV CMTE MEMBER Trustee or director | 4 | $3,454 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY TRUESDALE | SUPV CMTE CHAIRPERSON Trustee or director | 4 | $2,250 |
| JAMES P KIRKLEY | BOARD MEMBER Trustee or director | 4 | $1,812 |
| DOUGLAS BEAUMONT | BOARD TREASURER Trustee or director | 4 | $1,148 |
| TIM MURRILL | BOARD VICE CHAIR Trustee or director | 4 | $980 |
| RICHARD WORD | BOARD MEMBER Trustee or director | 4 | $980 |
| BRIAN HOWELL | BOARD MEMBER Trustee or director | 4 | $770 |
| DEBORAH ASPLING | BOARD CHAIR Trustee or director | 6 | $0 |
| MARY COBURN | BOARD SECRETARY Trustee or director | 4 | $0 |
| KEVIN BURKE | BOARD MEMBER Trustee or director | 4 | $0 |
| ED RAPISARDA | BOARD MEMBER Trustee or director | 4 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVIN MILLER | PRESIDENT/CEO Officer | 40 | $908,743 | $499,707 |
| IVAN JONES | SVP, CHIEF FINANCIAL OFFICER Officer | 40 | $451,771 | $81,177 |
| MICHAEL JOSEPH LEVY | SVP, GENERAL COUNSEL Key employee | 40 | $343,392 | $131,981 |
| DENA M ROTHMANN | MANAGING VP, RETAIL & BRANCH BANKING Highest-paid employee | 40 | $439,850 | $35,485 |
| SCOTT A NICHOLS | SVP, CHIEF INFORMATION OFFICER Key employee | 40 | $324,566 | $149,203 |
| ARIC N KOSHIYAMA | WEALTH ADVISOR Highest-paid employee | 40 | $417,278 | $29,761 |
| DOUGLAS G MARSHALL | SVP, CHIEF MARKETING OFFICER Key employee | 40 | $279,446 | $131,490 |
| CATHERINE A JOHNSON-KOMINS | SVP, CHIEF PEOPLE OFFICER Key employee | 40 | $290,344 | $112,640 |
| MATTHEW PROSNESKI | VP, RETAIL OPERATIONS Highest-paid employee | 40 | $313,273 | $44,273 |
| CYNTHIA MCGUIRE | VP, LENDING OPERATIONS Highest-paid employee | 40 | $279,108 | $37,000 |
| REVATI X RAO | SVP, CHIEF LENDING OFFICER Key employee | 40 | $260,814 | $52,176 |
| GRANT D KARSAS | VP, DIGITAL SERVICES Highest-paid employee | 40 | $281,502 | $21,112 |
| ERIK C WAKEFIELD | SVP, OPERATIONS Key employee | 40 | $230,662 | $32,095 |
| JOHANNA BENKER | SUPV CMTE MEMBER Trustee or director | 4 | $2,033 | $0 |
| KARI MULHOLLAND | SUPV CMTE MEMBER Trustee or director | 4 | $1,894 | $0 |
| JAMES P KIRKLEY | BOARD MEMBER Trustee or director | 4 | $1,833 | $0 |
| TIMOTHY TRUESDALE | SUPV CMTE CHAIRPERSON Trustee or director | 4 | $1,148 | $0 |
| KEVIN BURKE | BOARD VICE CHAIR Trustee or director | 4 | $1,021 | $0 |
| MARY COBURN | BOARD SECRETARY Trustee or director | 4 | $630 | $0 |
| DOUGLAS BEAUMONT | BOARD TREASURER Trustee or director | 4 | $630 | $0 |
| TIM MURRILL | BOARD MEMBER Trustee or director | 4 | $630 | $0 |
| LEONARD AUGUSTINE | BOARD MEMBER Trustee or director | 4 | $630 | $0 |
| BRIAN HOWELL | BOARD MEMBER Trustee or director | 4 | $630 | $0 |
| RICHARD WORD | BOARD MEMBER Trustee or director | 4 | $630 | $0 |
| DEBORAH ASPLING | BOARD CHAIR Trustee or director | 6 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 TRAVIS WAY, VACAVILLE, CA 95687-3276
- Principal officer (990 for 2024)
- KEVIN MILLER, PO BOX 2069, VACAVILLE, CA 95696
- Signed the 990
- KEVIN MILLER, CEO
- Phone
- (707) 469-1755
- Website
- WWW.TRAVISCU.ORG
- Return prepared by
- TURNER WARREN HWANG & CONRAD ACCTCY
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1242831 or by the name TRAVIS CREDIT UNION.
- 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
A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT ANDSAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, TRAVIS CREDIT UNION CONDUCTSITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITSMEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.
Program accomplishments
- TRAVIS CREDIT UNION PROVIDES A VARIETY OF LOANS INCLUDING AUTO, MORTGAGES, CREDIT CARD, SMALL BUSINESS AND UNSECURED AT COMPETITIVE RATES FOR OUR MEMBERSHIP, THEREBY, ASSISTING THEM MANAGE THEIR FINANCIAL HEALTH AND GROWTH IN THE FUTURE.
- TRAVIS CREDIT UNION PROVIDES A VARIETY OF SAVINGS ACCOUNTS INCLUDING SAVINGS, DEMAND, MONEY MARKET, CERTIFICATES AND INVESTMENTS AT COMPETITIVE RATES FOR OUR MEMBERSHIP, THEREBY, ASSISTING THEM MANAGE THEIR FINANCIAL HEALTH AND GROWTH IN THE FUTURE.
- TRAVIS CREDIT UNION PROVIDES FINANCIAL SERVICES TO OUR MEMBERSHIP WHICH ARE SMALL BUSINESS OWNERS DEVELOPING THEIR OWN BUSINESSES IN THE COMMUNITY. THESE MEMBERS PROVIDE VALUED SERVICES AND EMPLOYMENT TO OUR COMMUNITY MEMBERS THEREBY PROVIDING FUTURE GROWTH AND A STRONGER QUALITY OF LIFE.
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
- 94-1242831
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1526: CREDIT UNIONS IN THE STATE OF CALIFORNIA
- Assets (IRS master file)
- $5,253,880,860
- Income (IRS master file)
- $283,652,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $283,652,476 | $262,963,712 | $5,253,880,860 | XML |
| 990 | December 2023 | $230,791,462 | $201,088,581 | $4,934,431,346 | XML |
| 990 | December 2022 | $193,300,043 | $162,759,745 | $4,698,766,675 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 94-1242831).
Questions about TRAVIS CREDIT UNION
- What is the EIN of TRAVIS CREDIT UNION?
- The employer identification number (EIN) of TRAVIS CREDIT UNION is 94-1242831.
- Is TRAVIS CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1961.
- Are donations to TRAVIS CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRAVIS CREDIT UNION 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 UNION 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 UNION 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 UNION?
- The 990 for the year ended December 31, 2024 names KEVIN MILLER.
- Who are the officers and directors of TRAVIS CREDIT UNION?
- The 990 for the year ended December 31, 2024 lists 25 people; 21 received compensation from the organization, the highest $945,738 (KEVIN MILLER, PRESIDENT/CEO).
- How much revenue does TRAVIS CREDIT UNION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $283,652,476, expenses of $262,963,712 and total assets of $5,253,880,860 at year end.
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