NonprofitsTravis Credit Unions Community Financial Wellness Fund

Corporate Foundations

Travis Credit Unions Community Financial Wellness Fund

VACAVILLE, CA

Total revenue

$65K

Total expenses

$57K

Net assets

$555K

Grants received

$291K

11 grants

EIN

824159040

Tax year

2024

Mission

Dedicated to building authentic community impact by improving financial literacy

Programs

3 programs

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.

0

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: $12KGrants: $12K

Financials

FY 2024

Revenue

Contributions & grants$65K
Program service revenue
Investment income
Other revenue
Total revenue$65K

Expenses

Grants paid$57K
Salaries & benefits
Fundraising
Other expenses$410
Total expenses$57K
Total assets$555K
Net assets$555K

People

8 listed

NameRoleCompensation

KEVIN MILLER

CHAIRMAN

Board

5 hrs/wk

DAMIAN ALARCON-YOUNG

VICE CHAIRMAN/PRESIDENT

Board

5 hrs/wk

JESSE LEAVITT

TREASURER

Board

5 hrs/wk

RICHARD WORD

BOARD MEMBER

Board

2 hrs/wk

CHRIS MILNE

BOARD MEMBER

Board

2 hrs/wk

AMANDA GARCIA-MERZ

BOARD MEMBER

Board

2 hrs/wk

KIM CASTANEDA

BOARD MEMBER

Board

2 hrs/wk

KARIM ZELENKA

FOUNDATION MANAGER

Staff

40 hrs/wk

Grants received

Showing 11 of 11

FromAmountPurposeYear
$6K
UNRESTRICTED
2024
$16K
PROGRAM GRANT
2023
$15K
PROGRAM GRANT
2022
$68K
UNRESTRICTED
2021
$10K
For recipient's exempt purpose
2021
$25K
COVID-19 EMERGENCY RESPONSE
2020
$21K
PUBLIC, SOCIETAL BENEFIT
2020
$12K
For grant recipient's exempt purposes
2020
$10K
ORGANIZATION'S MISSION
2020
$9K
PROGRAM GRANT - VITA
2019

Funded by

$291K from 8 funders · 11 grants · 2019–2024

American Endowment Foundation

$100K · 1 grant · 2020

Network For Good

$73K · 2 grants · 2021–2024

United Way Of The Bay Area

$40K · 3 grants · 2019–2023

Solano Community Foundation

$25K · 1 grant · 2020

California Foundation For

$10K · 1 grant · 2020

Details

EIN824159040
NTEE codeT21
Subsection03
Ruling date2018-08
Formed2017
Employees0
Volunteers14
TRAVIS CREDIT UNIONS COMMUNITY FINANCIAL WELLNESS FUND — Mission, Financials & Grants Received | Grantivo