Travis Credit Union's Community Financial Wellness Fund
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.
Key facts about Travis Credit Union's Community Financial Wellness Fund
In short: Travis Credit Union's Community Financial Wellness Fund gave $45K across 3 grants in 2024 (avg $15K), mostly in California. Source: 2024 IRS Form 990.
- EIN
- 82-4159040
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $45,000
- Grants made (2024)
- 3
- Average grant
- $15,000
- Median grant
- $15,000
- Total assets
- $554,590
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$555K
+1.4% YoY
Annual Giving
$45K
+116.9% YoY
Grant Count
3
+200.0% YoY
Avg Grant Size
$15K
-27.7% YoY
About Travis Credit Union's Community Financial Wellness Fund
Based on IRS filings
Travis Credit Union's Community Financial Wellness Fund is a public charity, based in Vacaville, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $555K in total assets. In 2024, it awarded 3 grants totaling $45K.
Focus Areas
Open Grants
1 open opportunity from Travis Credit Union's Community Financial Wellness Fund
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $21K (2023) to $1.8M (2020). In 2024 it made 3 grants totaling $45K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was San Pablo Economic Development Corporation Inc ($15K). Together the top 3 received $45K.
Grant Size Distribution
71 grants across all recorded years
The most common grant size was under $50K: 69 grants of 71 (97%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| San Pablo Economic Development Corporation Inc San Pablo, CA | To support programs that promote economic development, job creation, workforce development, and small business assistance in the city of san pablo, California. | $15,000 |
| Safequest Solano Inc Fairfield, CA | To support the provision of services to survivors of domestic violence, sexual assault, and human trafficking in Solano county, California | $15,000 |
| Vacaville Solano Services Corporation Vacaville, CA | 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. | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $554,590 | $547,131 | $137,462 |
| Revenue | $64,518 | $432,540 | $190,543 |
| Expenses | $57,059 | $22,870 | $167,006 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Travis Credit Union's Community Financial Wellness Fund is led by Damian Alarcon-Young, Vice Chairman & President on every filing since 2020; none of the 8 officers listed in 2024 report compensation.
Officers on the 2024 filing
Damian Alarcon-Young
Vice Chairman & President
On filings since 2020
5 hrs/week
No compensation reported
Kevin Miller
Chairman
On filings since 2023
5 hrs/week
No compensation reported
Chris Milne
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Jesse Leavitt
Treasurer
On filings since 2023
5 hrs/week
No compensation reported
Karim Zelenka
Foundation Manager
On filings since 2023
40 hrs/week
No compensation reported
Richard Word
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Amanda Garcia-Merz
Board Member
New on the 2024 filing
2 hrs/week
No compensation reported
Kim Castaneda
Board Member
New on the 2024 filing
2 hrs/week
No compensation reported
Former officers (6)
- Former: Jana Modena (2021–2023) — Board Member
- Former: Jennifer Barton (2021–2023) — Secretary
- Former: Barry Nelson (2020–2022) — Chairman
- Former: Martin Fleischer (2020–2022) — Treasurer
- Former: Sandra Wilkerson (2020–2022) — Secretary
- Former: Sherry Cordonnire (2020–2022) — Board Member
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Travis Credit Union's Community Financial Wellness Fund
How much does Travis Credit Union's Community Financial Wellness Fund give each year?
Travis Credit Union's Community Financial Wellness Fund gave $45K across 3 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $21K across 1 grant.
What is Travis Credit Union's Community Financial Wellness Fund's typical grant size?
Travis Credit Union's Community Financial Wellness Fund's median grant in 2024 was $15,000, and its average grant was $15,000, across 3 grants on its 2024 IRS Form 990.
Where does Travis Credit Union's Community Financial Wellness Fund give grants?
Travis Credit Union's Community Financial Wellness Fund gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there.
Does Travis Credit Union's Community Financial Wellness Fund give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Travis Credit Union's Community Financial Wellness Fund's 2024 IRS Form 990 were described as general or operating support.
How large is Travis Credit Union's Community Financial Wellness Fund?
Travis Credit Union's Community Financial Wellness Fund reported $555K in total assets on its 2024 IRS Form 990. Its revenue that year was $65K.
What is Travis Credit Union's Community Financial Wellness Fund's EIN?
Travis Credit Union's Community Financial Wellness Fund's EIN (Employer Identification Number) is 82-4159040. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Travis Credit Union's Community Financial Wellness Fund by hand.
Explore Open Grants
Browse active grant opportunities in Travis Credit Union's Community Financial Wellness Fund's focus areas in our free grants database
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