California · Nonprofit
TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND
TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND (California) receives grants from 9 organizations whose IRS filings report $297,678 to it, the largest being AMERICAN ENDOWMENT FOUNDATION ($100,000). 2 of them have funded it in more than one year, and 93% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $65k
- Funders on record
- 9
- Grants received
- $298k
- Net assets
- $555k
What Travis Credit Union's Community Financial Wellness Fund does
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.
As stated on its FY2024 Form 990.
Programs
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.
$45,000 spentof which $45,000 as grants79% of program spendingThe 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 spent$16,000 earned by the program0% of program spendingThe 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.
$12,059 spentof which $11,649 as grants21% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $57,059.
The organization over time
Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $137k to $547k (+298%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
100% of TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND’s revenue is contributions — more reliant on donations than three-quarters of its peers (95% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 5 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Kevin Miller
Chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
2020 → 2023: the base narrowed from 5 funders to 1 funder, grant income fell $146k → $15k.
6 of 9 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 93% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND leans on a few funders — its largest provides 34% of grant income and the top three 77%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
93% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND.
Largest funder’s share by year: 2020 69% · 2021 76% · 2022 100% · 2023 100% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
20% of TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND's funders are still giving 3 years after their first grant; 22% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
93% of TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $22k that is directly attributable, 100% of it comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $276k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND holds deeper cash reserves than three-quarters of the 7,183 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 7,183 philanthropy nonprofits under $100k, FY2024
Organizations like TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
100% of spending goes to programs.
Governance
Public support
55%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- Travis Credit Union · exempt
Screen this organization
A dated, signed PDF of the compliance screen for TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND?
- TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND (California) receives grants from 9 organizations whose IRS filings report $297,678 to it, the largest being AMERICAN ENDOWMENT FOUNDATION ($100,000). 2 of them have funded it in more than one year, and 93% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND have?
- IRS filings report 9 organizations giving $297,678 in grants to TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND, 2 of which have funded it in more than one year.
- Who is the largest funder of TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND?
- AMERICAN ENDOWMENT FOUNDATION is the largest funder on record, with $100,000 in grants. The full list of funders is on this page.
- How can an organization like TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2020–2024), and the filings of 9 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing