TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND (EIN 824159040) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

DAMIAN ALARCON-YOUNG

Phone

2022884343

Tax Period

2023-01-01 to 2023-12-31

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $433K in total revenue in fiscal year 2023. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $410K, a strong 95% operating margin.

Mission

DEDICATED TO BUILDING AUTHENTIC COMMUNITY IMPACT BY IMPROVING FINANCIAL LITERACY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $432,540

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $432,540

Expense Breakdown

Grants Paid $22,870

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,870

Other Expenses $0

TOTAL EXPENSES $22,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$432,540	$190,543	+1.3%
Expenses	$22,870	$167,006	-0.9%
Net Income	$409,670	$23,537	+16.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$967,749

Total Directors

$1,370,122

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN MILLER	CHAIRMAN	5.00	Officer Director	$0	$59,006	$967,749
DAMIAN ALARCON-YOUNG	VICE CHAIRMAN/PRESIDENT	5.00	Director	$0	$19,971	$204,111
JESSE LEAVITT	TREASURER	5.00	Director	$0	$23,285	$198,262
JENNIFER BARTON	SECRETARY	5.00	Director	$0	$0	$0
RICHARD WORD	BOARD MEMBER	2.00	Director	$0	$0	$0
JANA MODENA	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS MILNE	BOARD MEMBER	2.00	Director	$0	$0	$0
KARIM ZELENKA	FOUNDATION MANAGER	40.00	Highest	$0	$15,401	$118,256

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$432,540	$22,870	$547,131	$409,670
2020	$2,179,169	$1,967,032	$229,573	$212,137

TRAVIS CREDIT UNION'S COMMUNITY FINANCIAL WELLNESS FUND