2024-11-13T15:46:59-06:00 2023-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2023-01-01 824159040 TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND TRAV 2022884343 ONE TRAVIS WAY VACAVILLE CA 95687 DAMIAN ALARCON-YOUNG PRESIDENT 2022884343 2024-10-30 1 1 VALENTINO CREUS CPA P01054153 8189549700 2023 2024-10-15 13:58:12Z DAMIAN ALARCON-YOUNG ONE TRAVIS WAY VACAVILLE CA 95687 432540 0 X WWW.TCUFUND.ORG X 2017 CA DEDICATED TO BUILDING AUTHENTIC COMMUNITY IMPACT BY IMPROVING FINANCIAL LITERACY 7 4 0 10 0 0 190543 432540 0 0 0 0 0 0 190543 432540 44932 22870 0 0 97176 0 16867 0 0 8031 0 167006 22870 23537 409670 137462 547131 0 0 137462 547131 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 22870 22870 SINCE THE PROGRAM WAS LAUNCHED, THE TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND HAS RAISED MORE THAN $1M FOR THE COVID-19 RELIEF INITIATIVE, WHICH WAS MATCHED BY TRAVIS CREDIT UNION. OVER $2M DISTRIBUTED TO 83 LOCAL NON-PROFIT ORGANIZATIONS IN 12 COUNTIES, MANY OF WHOM ARE PROVIDING RESOURCES AND SERVICES TO INDIVIDUALS AND FAMILIES IMPACTED BY THE PANDEMIC. ONE HUNDRED PERCENT OF ALL DONATIONS WENT DIRECTLY TO RELIEF EFFORTS. THE TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND ALSO LAUNCHED LOCAL WILDFIRES RELIEF PROGRAM TO BRING IMMEDIDATE FINANCIAL ASSISTANCE TO THE VICTIMS, FIREFIGHTERS AND COMMUNITIES THAT HAVE BEEN AFFECTED BY THE WILDFIRES. TRAVIS CREDIT UNION IS COVERING ALL ADMINISTRATIVE COSTS, SO THAT 100 PERCENT OF ALL DONATIONS WILL GO DIRECTLY TOWARDS SUPPORTING RECOVERY EFFORTS IN THE LOCAL SERVICE AREA. IN 2023, TRAVIS CREDIT UNION FOCUSED ON PROGRAM DEVELOPMENT AND DISTRIBUTED FREE FINANCIAL LITERACY MATERIALS TO MILITARY MEMBERS AND NON-PROFIT ORGANIZATIONS. THESE EFFORTS LAID THE GROUNDWORK FOR NEW PROGRAMS LAUNCHING IN 2024, AIMED AT EXPANDING FINANCIAL EDUCATION AND RESOURCE ACCESS. THE TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND HAS RAISED OVER $20,000 TO SUPPORT VACAVILLE CHRISTMAS WISH AND CHILDREN'S MIRACLE NETWORK. TCUF ALSO PROVIDED SCHOLARSHIPS FOR YOUTH AND ADULTS FROM UNDERSERVED COMMUNITIES. 22870 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 908743 59006 DAMIAN ALARCON-YOUNG VICE CHAIRMAN/PRESIDENT 5.00 40.00 X 0 184140 19971 JESSE LEAVITT TREASURER 5.00 40.00 X 0 174977 23285 JENNIFER BARTON SECRETARY 5.00 0.00 X 0 0 0 RICHARD WORD BOARD MEMBER 2.00 40.00 X 0 0 0 JANA MODENA BOARD MEMBER 2.00 0.00 X 0 0 0 CHRIS MILNE BOARD MEMBER 2.00 0.00 X 0 0 0 KARIM ZELENKA FOUNDATION MANAGER 40.00 0.00 X 0 102855 15401 0 1370715 117663 0 0 1 0 0 432540 432540 432540 0 0 0 22870 22870 22870 22870 0 0 137462 547131 137462 547131 0 0 X 137462 546531 600 137462 547131 137462 547131 X 409670 -1 X X 0 0 0 X 2179169 146430 68469 432540 2826608 2179169 146430 68469 432540 2826608 1295800 1530808 2826608 0.54160 0.62130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 566306 133766 133766 432540 0 432540 156636 133766 133766 22870 0 22870 PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFY IN-KIND DONATED SERVICES AND EXPENSES 133,766. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFY IN-KIND DONATED SERVICES AND EXPENSES 133,766. 1 CHILDREN'S MIRACLE NETWORK HOSPITALS 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)(3) 20750 0 FMV TO PROVIDE GENERAL OPERATING SUPPORT FOR CHILDREN'S HOSPITALS IN CALIFORNIA. 1 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 693339 0 204750 0 10654 0 26380 0 32626 0 967749 0 0 DAMIAN ALARCON-YOUNG VICE CHAIRMAN/PRESIDENT 0 166635 0 10305 0 7200 0 9421 0 10550 0 204111 0 0 JESSE LEAVITT TREASURER 0 170589 0 0 0 4388 0 19341 0 3944 0 198262 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 XI, LINE 9: ROUNDING -1. 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 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 TRAVIS CREDIT UNION C 400000 COST TRAVIS CREDIT UNION O 103775 COST TRAVIS CREDIT UNION M 29991 COST TRAVIS CREDIT UNION N 0 AMOUNT BELOW TRESHOLD