Travis Credit Unions Community Financial Wellness Fund

Analysis

Travis Credit Unions Community Financial Wellness Fund is a registered charity in United States, based in Vacaville, CA. It received its IRS tax-exemption ruling in August 2018, 8 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Travis Credit Unions Community Financial Wellness Fund reported income of $433k and spending of $23k, leaving 95% of income unspent that year. Across the 3 years on record, from December 2020 to December 2023, income fell from $2.2m to $433k (-80%), an average of -55% a year. The sharpest change came in the year to December 2023, when income rose by 127%. Over the whole period it spent 77% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Travis Credit Unions Community Financial Wellness Fund sits at the 71st percentile: it is larger than about 71% of them. Against every charity in United States with reported income it ranks in the 68th percentile, and in the 70th percentile within CA. Charities of a similar size with the same main cause include Make My Donation Inc ($432k), Crittenton Foundation Inc ($433k) and Manna International Inc ($432k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. At year end it held assets of $547k against liabilities of $0, net assets of $547k.