Civic Intelligence

Travis Credit Union

990 • Fiscal year 2020 • EIN 94-1242831

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization ProfileWWW.TRAVISCU.ORG

View Organization Page

PO Box 2069Vacaville, CA 95696

(707) 469-1671

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.90x

Higher debt load relative to assets than 46% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

50th percentile

20.46x

Higher debt load relative to revenue than 50% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Top Officer Pay

95th percentile

$3,252,788

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

3.3%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$4,253,827,937

Up $888,821,961 (+26%) from 2019

Net Assets

Up

$433,857,223

Up $38,939,276 (+9.9%) from 2019

Liabilities

Up

$3,819,970,714

Up $849,882,685 (+29%) from 2019

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin71st percentile

Revenue

Up

$186,675,750

Up $5,896,435 (+3.3%) from 2019

Expenses

Up

$150,368,373

Up $16,708 (+0.0%) from 2019

Net Income

Up

$36,307,377

Up $5,879,727 (+19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2010: $1,798,432,819Liabilities 2010: $1,620,945,331Net Assets 2010: $177,487,4882010Assets 2011: $1,920,132,626Liabilities 2011: $1,721,358,106Net Assets 2011: $198,774,5202011Assets 2012: $2,026,378,791Liabilities 2012: $1,797,830,684Net Assets 2012: $228,548,1072012Assets 2013: $2,144,538,561Liabilities 2013: $1,909,661,865Net Assets 2013: $234,876,6962013Assets 2014: $2,302,178,774Liabilities 2014: $2,026,232,110Net Assets 2014: $275,946,6642014Assets 2015: $2,518,249,187Liabilities 2015: $2,223,126,815Net Assets 2015: $295,122,3722015Assets 2016: $2,692,135,769Liabilities 2016: $2,377,185,941Net Assets 2016: $314,949,8282016Assets 2017: $2,970,767,168Liabilities 2017: $2,638,366,552Net Assets 2017: $332,400,6162017Assets 2018: $3,121,393,060Liabilities 2018: $2,762,454,084Net Assets 2018: $358,938,9762018Assets 2019: $3,365,005,976Liabilities 2019: $2,970,088,029Net Assets 2019: $394,917,9472019Assets 2020: $4,253,827,937Liabilities 2020: $3,819,970,714Net Assets 2020: $433,857,2232020Assets 2021: $4,695,813,134Liabilities 2021: $4,210,299,672Net Assets 2021: $485,513,4622021Assets 2022: $4,698,766,675Liabilities 2022: $4,241,273,145Net Assets 2022: $457,493,5302022Assets 2023: $4,934,431,346Liabilities 2023: $4,436,552,162Net Assets 2023: $497,879,1842023Assets 2024: $5,253,880,860Liabilities 2024: $4,730,060,689Net Assets 2024: $523,820,1712024

Highlighted filing

2020

Assets$4,253,827,937
Liabilities$3,819,970,714
Net Assets$433,857,223
Open 2020 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0Expenses 2010: $80,004,1942010Expenses 2011: $79,927,2722011Expenses 2012: $69,703,2892012Revenue 2013: $95,626,078Expenses 2013: $69,610,441Net Income 2013: $26,015,6372013Revenue 2014: $104,468,879Expenses 2014: $76,948,565Net Income 2014: $27,520,3142014Revenue 2015: $116,634,012Expenses 2015: $96,218,954Net Income 2015: $20,415,0582015Revenue 2016: $129,112,930Expenses 2016: $108,301,656Net Income 2016: $20,811,2742016Revenue 2017: $142,474,840Expenses 2017: $124,557,967Net Income 2017: $17,916,8732017Revenue 2018: $160,042,468Expenses 2018: $133,490,117Net Income 2018: $26,552,3512018Revenue 2019: $180,779,315Expenses 2019: $150,351,665Net Income 2019: $30,427,6502019Revenue 2020: $186,675,750Expenses 2020: $150,368,373Net Income 2020: $36,307,3772020Revenue 2021: $194,928,518Expenses 2021: $138,446,735Net Income 2021: $56,481,7832021Revenue 2022: $193,300,043Expenses 2022: $162,759,745Net Income 2022: $30,540,2982022Revenue 2023: $230,791,462Expenses 2023: $201,088,581Net Income 2023: $29,702,8812023Revenue 2024: $283,652,476Expenses 2024: $262,963,712Net Income 2024: $20,688,7642024

Highlighted filing

2020

Revenue$186,675,750
Expenses$150,368,373
Net Income$36,307,377
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$186,787,629
Mission and Program Overview

Mission

A cooperative, organized for the purpose of promoting thrift andsavings among its members, creating a source of credit for them at rates of interest set by the board of directors, and providing an opportunity for them to use and control their own money on a democratic basis in order to improve their economic and social conditions. As a cooperative, travis credit union conductsits business for the mutual benefit and general welfare of itsmembers with the earnings, savings, benefits, or services of the credit union being distributed to its members as patrons.

A cooperative, organized for the purpose of promoting thrift and savings among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$2,642,035,873$3,291,272,528▲ $649,236,655
Savings and Temporary Cash Investments$244,794,077$559,716,525▲ $314,922,448
Rtn Earn Endowment Incm Other Fnds$394,917,947$433,857,223▲ $38,939,276
Investments in Publicly Traded Securities$282,482,075$210,919,423▼ $71,562,652
Land, Buildings, and Equipment, Net$43,170,315$42,205,809▼ $964,506
Cash and Non-Interest-Bearing Accounts$31,914,065$32,344,287▲ $430,222
Prepaid Expenses and Deferred Charges$7,800,861$5,810,886▼ $1,989,975
Receivables From Officers Etc$4,756,658$5,792,658▲ $1,036,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,365,005,976$4,253,827,937▲ $888,821,961
Other Assets Total$108,052,052$105,765,821▼ $2,286,231
Liabilities
Other Liabilities$2,930,117,039$3,772,201,937▲ $842,084,898
Accounts Payable and Accrued Expenses$39,970,990$47,768,777▲ $7,797,787
Total Liabilities$2,970,088,029$3,819,970,714▲ $849,882,685
Net Assets / Fund Balance
Total Net Assets Fund Balance$394,917,947$433,857,223▲ $38,939,276
Total Liabilities and Net Assets / Fund Balance$3,365,005,976$4,253,827,937▲ $888,821,961

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,928,471$16,364,613$37,293,084
Equipment$13,738,330$18,348,850$32,087,180
Leasehold Improvements$1,186,762$6,344,575$7,531,337
Land$6,352,246-$6,352,246
Investment Program Related Org$29,663,991--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry NelsonCEO/presidentFT$693,102$2,559,686$3,252,788
Maninder Singh JohalExternal Loan Officer-real EstateFT$57,353$1,618,302$1,675,655
Navneet KhannaExecutive Vice PresidentFT$370,305$1,114,043$1,484,348
Ivan JonesSVP/CFOFT$376,254$515,953$892,207
Verdella Marie BryantExternal Loan Officer-real EstateFT$54,632$664,304$718,936
Craig BeaudrySVP/chief Information OfficerFT$262,630$408,503$671,133
Rickey D BradleyExternal Mortgage Sales ManagerFT$88,093$547,032$635,125
Joseph VitulloExternal Loan Officer-real EstateFT$55,546$538,908$594,454
Benjamin BoteExternal Loan Officer-real EstateFT$59,958$456,485$516,443
Fabio R BiasellaSVP/chief Marketing OfficerFT$243,445$257,035$500,480
Stacy FifieldSVP, Special ProjectsFT$67,891$337,250$405,141
Nathan CoxSVP/chief Lending OfficerFT$271,122$119,567$390,689
Teresa ShaferSVP/chief Human ResourcesFT$226,275$70,749$297,024
Gloria NunezVP Central OperationsFT$211,079$79,573$290,652
Michael S GradlVP Wealth Management and Insurance ServicesFT$235,109$47,434$282,543
Michael S GradlVP Wealth Management and Insurance S-$202,568$79,975$282,543
Dena M RothmannSVP/cheif Retial OfficerFT$230,221$48,733$278,954
Mark VinellaVP Compliance & Risk ManagementFT$195,756$81,133$276,889
Scott a NicholsVP Information ServicesFT$198,478$67,244$265,722
John N CaladimVP FinanceFT$207,288$53,436$260,724
Marie a KeenVP Digital & Contact Center Channel DeliveryFT$214,114$31,214$245,328
Marie a KeenVP Digital & Contact Center Channel-$193,561$51,767$245,328
Freida R ChildVP MarketingFT$182,505$57,967$240,472
David Paul TynerVP Information ServicesFT$186,950$52,258$239,208
Richard E LloydAvp Information SecurityFT$171,427$67,632$239,059
Cynthia McguireVP Consumer LendingFT$166,205$61,642$227,847
Latanya R RobinsonVP Real EstateFT$176,976$44,240$221,216
Michelle S PetersonSVP/cheif Retial OfficerFT$85,288$135,075$220,363
Delannia G CaldwellVP Talent ManagementFT$167,510$43,613$211,123
Thomas CorioAvp Internal AuditFT$152,438$57,215$209,653
Marlowe FlournoyAvp Information ManagementFT$158,594$49,261$207,855
Jaimie GaleanoVP Retail Sales and ServiceFT$145,405$61,318$206,723
Susan MacfarlaneAvp Human ResourcesFT$145,515$58,373$203,888
Matthew ProsneskiVP Retail OperationsFT$158,286$44,950$203,236
Robert H PattersonAvp Infrastructure and OperationsFT$158,890$40,848$199,738
Karuna Francine BoardsAvp Business ServicesFT$165,697$30,585$196,282
Angus F MacdonaldAvp Service ManagementFT$156,361$37,120$193,481
Dee AlarconBoard Member-$2,194-$2,194
Timothy TruesdaleSupv Cmte Chairperson-$1,117-$1,117
Pat MorenoBoard Chairperson-$995-$995

Board Members and Trustees

NameTitle
Debbie AsplingBoard Vice Chairperson
Brian HowellBoard Member
James KirkleyBoard Member
Kevin BurkeBoard Member
Leonard AugustineBoard Member
Mary CoburnSecretary
Johanna BenkerSupv Cmte Member
Kari MullholandSupv Cmte Member
Douglas BeaumontTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Fiserv INCOnline Banking Services525 ALMANOR AVE, Sunnyvale, CA 94085$2,625,924
Smart Source LLCMember Statements7270 MCGINNIS FERRY RD, Suwanee, GA 30024$1,928,328
SalesforceSoftware Services1442 2ND ST, Santa Monica, CA 90401$1,323,555
Diebold INCSecurity Services1455 MARKET ST, San Francisco, CA 94103$1,197,181
Dasher Techologies INCSystem Integration675 CAMPBELL TECHNOLOGY PARKWAY SU, Campell, CA 95008$1,147,990
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$177,134,682
Investment Income
$6,637,089
Other Revenue
$2,903,979
Change in Net Assets
$36,307,377

Audited Revenue Reconciliation

Revenue per Audited Statements
$186,675,750
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,055,252
Total Revenue per Audited Statements
$187,731,002
Total Revenue per Form 990
$186,675,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,675,347
Salaries, Compensation, and Employee Benefits$70,698,194
Grants and Similar Amounts Paid$1,994,832
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$46,043,035
Interest---$19,476,127
Office Expenses---$14,946,559
Current Officers, Directors, Trustees, and Key Employees---$12,110,892
Information Technology---$10,050,812
Other Employee Benefits---$6,375,262
Occupancy---$4,268,179
Payroll Taxes---$4,114,501
Depreciation Depletion---$3,891,090
Advertising---$3,200,464
Pension Plan Contributions---$2,054,504
Grants to Domestic Orgs---$1,954,832
Fees for Services Other---$1,615,551
Travel---$525,450
Insurance---$386,398
Other Expenses---$356,919
Fees for Services Legal---$182,689
Fees for Services Accounting---$172,782
Grants to Domestic Individuals---$40,000
Total Functional Expenses$0$0$0$150,368,373

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$151,423,623
Expenses per Audited Statements$150,368,373
Total Expenses per Form 990$150,368,373
Expenses Not Reported on Form 990$1,055,250
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S NETWORK OF SOLANO COUNTYFairfield, CA501(c)(3)To Improve the Lives of Children Through Education, Advocacy, Coordination of Community Services and Community-based Collaboratives$65,000
Superintendent of Schools Contra Costa County Office of EducationPleasant Hill, CA501(c)(6)To Promote Success in Learning and Life Through Quality Leadership Programs and Services$30,000
On the MoveVallejo, CA501(c)(3)To Build and Maintain Effective Leaders and Highly Functioning Organizations in the Public Sector$25,000
Child Start Inc Napa SolanoNapa, CA501(c)(3)To Establish, Coordinate and Carry Out Programs That Promote Development of Children and Their Families$20,000
Community Action Napa ValleyNapa, CA501(c)(3)To Increase the Self-determination and Self-sufficiency of Individuals and Families Who Are in Need$20,000
Community Resources for ChildrenNapa, CA501(c)(3)To Provide Resources for the Early Care and Education of Children$20,000
County of Solano - First 5 SolanoFairfield, CA501(c)(3)To Change the Early Childhood System of Care$20,000
County of Yolo State of California - Yolo Health and Human Services AgencyWoodland, CA501(c)(3)To Ensure Yolo County Residents Are Healthy, Safe and Economically Stable$20,000
Food Bank of Contra Costa and SolanoConcord, CA501(c)(3)To Distribute Food Products to Contra Costa and Solano County Charities Meeting Emergency Food Needs$20,000
Greater Napa Valley Fair Housing CenterNapa, CA501(c)(3)To Assist Renters in Gaining Access to Fair Housing, Prevent Discrimination by Landlords and Inform Renters of Their Rights Under the Law$20,000
Legal Services of Northern CaliforniaSacramento, CA501(c)(3)To Provide High Quality Civil Legal Services to the Poor, Seniors, and Persons With Disabilities$20,000
Merced County Food BankMerced, CA501(c)(3)To Improve the Health and Well-being of Merced and Mariposa County Residents Affected by Hunger$20,000
Monument Crisis CenterConcord, CA501(c)(3)To Promote Community Awareness of Needs and Available Resources to At-risk and Low-income People$20,000
Multicultural InstituteBerkley, CA501(c)(3)To Accompany Immigrants in Their Transition From Poverty and Isolation to Prosperity and Participation$20,000
Puertas Abiertas Community Resource CenterNapa, CA501(c)(3)To Inspire and Achieve Healthy Living, Self-sufficiency, and Opportunities for Leadership and Community Engagement$20,000
San Pablo Economic Development Corporation IncSan Pablo, CA501(c)(6)To Develop, Diversify and Stabilize the Local Economy Through Education and Training of Workforce and Businesses$20,000
Stand for Families Free of ViolenceConcord, CA501(c)(3)To Break the Multi-generational Cycle of Violence, and to Promote Safe and Strong Relationships, and to Rebuild Lives$20,000
The Salvation ArmySuisun City, CA501(c)(3)To Preach the Gospel of Jesus Christ and Meet Human Needs in His Name Without Discrimination$20,000
United Service Organizations (uso)Travis Afb, CA501(c)(3)TO STRENGTHEN AMERICA'S MILITARY SERVICE MEMBERS BY KEEPING THEM CONNECTED TO FAMILY, HOME AND COUNTRY, THROUGHOUT THEIR SERVICE TO THE NATION$20,000
Vacaville Chamber of CommerceVacaville, CA501(c)(3)To Improve the Economic Prosperity of the Vacaville Business Community by Providing Leadership, Education, and Resources$20,000
Vestia IncPleasant Hill, CA-To Provide Support to Clients of Employment and Human Services When No Other Resources Are Available$20,000
West Contra Costa Public Education FundRichmond, CA-To Assist Schools in Providing High Quality Learning Experiences, Promote Community Engagement and Investment in Education$20,000
Yolo Food BankWoodland, CA-To End Hunger and Malnutrition in Yolo County$20,000
Davis Community Meals IncDavis, CA501(c)(3)Homeless Prevention$15,000
Dba Meals on Wheels of Yolo CountyWoodland, CA501(c)(3)To Nourish and Enrich the Lives of Individuals in Yolo County With an Emphasis on Those Age 60 and Older$15,000
Empower Yolo IncWoodland, CA501(c)(3)To Promote Safe, Healthy, and Resilient Communities$15,000
Meals on Wheels of Contra Costa IncMartinez, CA501(c)(3)To Provide Meals Delivered to the Homebound Elderly of Contra Costa County, California$15,000
Merced County Office of EducationMerced, CA501(c)(3)To Provide the Knowledge, Attitudes, Values, and Skills to Enable Each Child to Grow and Live Effectively$15,000
Richmond Community Foundation - Sparkpoint Contra CostaRichmond, CA501(c)(3)To Build Healthy, Sustainable Communities Throughout Richmond and Contra Costa County$15,000
Rual Innovations in Social Economics IncorporatedEsparto, CA501(c)(3)To Serve the Rural Community by Enhancing the Quality of Life and Opportunities for Self-sufficiency$15,000
Ryse IncRichmond, CA501(c)(3)To Create Safe Spaces Grounded in Social Justice for Young People to Love, Learn, Educate, Heal, and Transform Lives and Communities$15,000
Solano County Office of EducationFairfield, CA501(c)(3)To Promote Equity and Excellence by Working With Our School Districts and Community Partners to Create Opportunities That Address the Needs of Every Student$15,000
YOLO COUNTY CHILDREN'S ALLIANCEDavis, CA-To Solve Community Problems, and Gather and Disseminate Local Information About the Needs and Well-being of Yolo County Families$15,000
Yolo County Office of EducationWoodland, CA-To Ensure Equity and Access to High Quality Education for All Students$15,000
Cancer Support Community San Francisco Bay AreaWalnut Creek, CA501(c)(3)To Help People Facing Cancer to Become Healthier, Live Longer and Live Better$10,000
Catholic Charities of Solano IncVallejo, CA501(c)(3)To Provide Assistance to Anyone in Need in Our Community, Especially the Poor and Disadvantaged$10,000
Contra Costa Family Justice AllianceRichmond, CA501(c)(3)To Support the Healing of Family Violence Survivors and to Integrate Capable Partners to Renew Individuals and Our Community From a Trauma of Family Violence$10,000
County of Yolo State of California - First 5 Yolo Children and Families ComWoodland, CA501(c)(3)To Keep Children, Families, and Our Community Safe and Healthy$10,000
East Bay Center for the Performing ArtsRichmond, CA501(c)(6)To Engage Youth and Young Adults in Imagining and Creating New Worlds for Themselves and for Communities$10,000
Fairfield-suisun Chamber of CommerceFairfield, CA501(c)(3)To Champion Economic Prosperity and Quality of Life for Solano County and Surrounding Areas$10,000
First 5 Contra Costa Children and Families CommissionConcord, CA501(c)(3)To Help Children Grow Up Healthy and Get Ready to Learn$10,000
Merced Mission RescueMerced, CA501(c)(3)To Exhibit the Love and Caring of Jesus Christ$10,000
Monument ImpactConcord, CA501(c)(3)To Ensure That Immigrants, Refugees and Low-income Residents Have the Voice, Tools and Relationships for an Equitable Share of the Social and Economic Wealth$10,000
Napalearns the Napa Valley Partnership for 21st Century EducationNapa, CA501(c)(3)To Accelerate Innovation in Teaching and Learning in All Napa County Public Schools$10,000
Opportunity Junction IncAntioch, CA501(c)(3)To Help Motivated Job Seekers Gain the Skills and Confidence to Launch Careers That Lead to Financial Security$10,000
Richmond PromiseRichmond, CA501(c)(3)To Promote Educational Equity to Ensure All Students Have Access to High Quality Education$10,000
Rubicon Programs IncRichmond, CA501(c)(3)To Transform East Bay Communities by Equipping People to Break the Cycle of Poverty$10,000
The LeavenFairfield, CA501(c)(3)To Provide an Educational and Spiritual Bridge for Children Striving to Restore Hope in Themselves and Their Future While Achieving Economic Stability$10,000
Vacaville Neighborhood Boys & Girls ClubVacaville, CA501(c)(3)To Inspire and Enable the Young People to Realize Their Full Potential as Productive, Responsible, and Caring Individuals$10,000
Vacaville Social Services CorporationVacaville, CA-To Provide Temporary Shelter for the Homeless$10,000
Vallejo Chamber of CommerceVallejo, CA-To Promote a Healthy Business Environment in the City of Vallejo$10,000
Yolo Crisis Nursery IncDavis, CA-To Provide Early Intervention Services in a Safe Environment to Nurture Healthy and Resilient Children, Strengthen Parents, and Preserve Families$10,000
Cocokids IncConcord, CA501(c)(3)To Provide Leadership, Advocacy and Supports to Champion and Advance Quality Care and Early Education$7,500
First Place for YouthOakland, CA501(c)(3)TO PREVENT POVERTY AND HOMELESSNESS AMONG YOUTH WHO "AGE OUT" OF THE FOSTER CARE SYSTEM$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$4,000
Total Exempt Function Spending$4,000

Section 527 Organizations

OrganizationLocationAmount
94-0357265Sacramento, CA$4,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$4,756,658$5,792,658▲ $1,036,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares & Deposits$3,672,201,937
Draws Against Lines of Credit$100,000,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Travis credit union is a cooperative financial institution that is owned and controlled by its members, and operated for the purpose of promoting thrift and savings to its members. Travis credit union does not have stockholders.”

Form 990, Part VI, Section A, Line 7A

“The governing board of travis credit union is comprised of volunteer members who are directly elected by its members. Each member of the governing board serves for a period as prescribed by our by-laws.”

Form 990, Part VI, Section A, Line 7B

“At the end of each term of the board members, elections are held and board members are voted by the members of the credit union pursuant to its by-laws. Member votes are also required to ratify decisions dealing with reorganizations as in the case of merger or dissolution.”

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

“On a monthly basis, members of the board are required to disclose any conflicts of interest or concerns and recuse themselves when necessary.”

Form 990, Part VI, Section B, Line 15

“Travis credit union participates in four to five national and industry specific surveys to benchmark base salary, bonus and retirement benefits for all key employees, salaried employees, to include the ceo, evp, and all vps. These surveys are conducted at least annually. The governing board approves the ceo's compensation package after it has been thoroughly reviewed and recommended by the compensation committee.”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy is included in our corporate bylaws, our governing documents, which are available upon request. Our monthly financial statements are displayed at all of our branch locations as well as corporate headquarters. Our year end audited financial statements are presented in our annual meeting and we file our call reports on a quarterly basis with the ncua and dbo.”

Filing and Contact Details

Filer

Filer Name
Travis Credit Union
EIN
94-1242831
Phone
7074691671
Address
PO BOX 2069, VACAVILLE, CA 95696

Signing Officer

Name
Barry Nelson
Title
CEO
Phone
7074691671
Signed
2021-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Nelson
Formed
1951
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
855
Volunteers
12

Preparer

Firm
Turner Warren Hwang & Conrad Acctcy
Address
100 NORTH FIRST ST STE 202, BURBANK, CA 91502
Preparer
Valentino Creus CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The taxing authorities have the ability to assess taxes, penalties, and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2020 and 2019.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Reclassification between revenue and expense 1,055,252.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclassification between revenue and expense 1,055,252. Rounding -2.”

Raw XML AppendixShowing 400 of 2,273 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt039970990
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047768777
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.
IRS990/AdvertisingGrp/TotalAmt03200464
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARTIN FLEISCHER CPACONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum07074691671
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2069
IRS990/BooksInCareOfDetail/USAddress/CityNm0VACAVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095696
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt031914065
IRS990/CashNonInterestBearingGrp/EOYAmt032344287
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt074
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012110892
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02625924
IRS990/ContractorCompensationGrp/CompensationAmt11928328
IRS990/ContractorCompensationGrp/CompensationAmt21323555
IRS990/ContractorCompensationGrp/CompensationAmt31197181
IRS990/ContractorCompensationGrp/CompensationAmt41147990
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0525 ALMANOR AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt17270 MCGINNIS FERRY RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21442 2ND ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31455 MARKET ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4675 CAMPBELL TECHNOLOGY PARKWAY SU
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SUNNYVALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SUWANEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2SANTA MONICA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SAN FRANCISCO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CAMPELL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094085
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd130024
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd290401
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd394103
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd495008
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FISERV INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SMART SOURCE LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SALESFORCE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3DIEBOLD INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4DASHER TECHOLOGIES INC
IRS990/ContractorCompensationGrp/ServicesDesc0ONLINE BANKING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1MEMBER STATEMENTS
IRS990/ContractorCompensationGrp/ServicesDesc2SOFTWARE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3SECURITY SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4SYSTEM INTEGRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01994832
IRS990/CYInvestmentIncomeAmt06637089
IRS990/CYOtherExpensesAmt077675347
IRS990/CYOtherRevenueAmt02903979
IRS990/CYProgramServiceRevenueAmt0177134682
IRS990/CYRevenuesLessExpensesAmt036307377
IRS990/CYSalariesCompEmpBnftPaidAmt070698194
IRS990/CYTotalExpensesAmt0150368373
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0186675750
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt03891090
IRS990/Desc0TRAVIS CREDIT UNION PROVIDES A VARIETY OF LOANS INCLUDING AUTO, MORTGAGES, CREDIT CARD, SMALL BUSINESS AND UNSECURED AT COMPETITIVE RATES FOR OUR MEMBERSHIP, THEREBY, ASSISTING THEM MANAGE THEIR FINANCIAL HEALTH AND GROWTH IN THE FUTURE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0855
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0172782
IRS990/FeesForServicesLegalGrp/TotalAmt0182689
IRS990/FeesForServicesOtherGrp/TotalAmt01615551
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd9X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd11X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd12X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd13X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd14X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd15X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd16X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd17X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd18X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt122405456
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13545808
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14457041
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt156524
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16353529
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17111272
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18226970
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1936646
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2032998
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2119879
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2245219
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2321189
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2447434
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2546034
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2636816
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2731214
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2843735
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2942717
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3029468
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3136453
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3227101
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3355579
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3415413
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3534767
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3636918
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3732064
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3833251
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3922989
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4038324
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4134835
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4215229
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4321930
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4437969
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4525569
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4640453
IRS990/Form990PartVIISectionAGrp/PersonNm0PAT MORENO
IRS990/Form990PartVIISectionAGrp/PersonNm1DEBBIE ASPLING
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY COBURN
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUGLAS BEAUMONT
IRS990/Form990PartVIISectionAGrp/PersonNm4DEE ALARCON
IRS990/Form990PartVIISectionAGrp/PersonNm5LEONARD AUGUSTINE
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm7BRIAN HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES KIRKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9TIMOTHY TRUESDALE
IRS990/Form990PartVIISectionAGrp/PersonNm10KARI MULLHOLAND
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHANNA BENKER
IRS990/Form990PartVIISectionAGrp/PersonNm12BARRY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm13NAVNEET KHANNA
IRS990/Form990PartVIISectionAGrp/PersonNm14IVAN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm15STACY FIFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm16CRAIG BEAUDRY
IRS990/Form990PartVIISectionAGrp/PersonNm17NATHAN COX
IRS990/Form990PartVIISectionAGrp/PersonNm18FABIO R BIASELLA
IRS990/Form990PartVIISectionAGrp/PersonNm19TERESA SHAFER
IRS990/Form990PartVIISectionAGrp/PersonNm20DENA M ROTHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHELLE S PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm22GLORIA NUNEZ
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN N CALADIM
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL S GRADL
IRS990/Form990PartVIISectionAGrp/PersonNm25MARK VINELLA
IRS990/Form990PartVIISectionAGrp/PersonNm26SCOTT A NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm27MARIE A KEEN
IRS990/Form990PartVIISectionAGrp/PersonNm28FREIDA R CHILD
IRS990/Form990PartVIISectionAGrp/PersonNm29DAVID PAUL TYNER
IRS990/Form990PartVIISectionAGrp/PersonNm30LATANYA R ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm31CYNTHIA MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm32DELANNIA G CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm33RICHARD E LLOYD
IRS990/Form990PartVIISectionAGrp/PersonNm34KARUNA FRANCINE BOARDS
IRS990/Form990PartVIISectionAGrp/PersonNm35MARLOWE FLOURNOY
IRS990/Form990PartVIISectionAGrp/PersonNm36THOMAS CORIO
IRS990/Form990PartVIISectionAGrp/PersonNm37MATTHEW PROSNESKI
IRS990/Form990PartVIISectionAGrp/PersonNm38SUSAN MACFARLANE
IRS990/Form990PartVIISectionAGrp/PersonNm39ANGUS F MACDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm40JAIMIE GALEANO
IRS990/Form990PartVIISectionAGrp/PersonNm41ROBERT H PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm42MANINDER SINGH JOHAL
IRS990/Form990PartVIISectionAGrp/PersonNm43VERDELLA MARIE BRYANT
IRS990/Form990PartVIISectionAGrp/PersonNm44RICKEY D BRADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm45JOSEPH VITULLO
IRS990/Form990PartVIISectionAGrp/PersonNm46BENJAMIN BOTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0995
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt42194
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt91117
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12847332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13938540
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14435166
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15398617
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16317604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17279417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18273510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19260378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20245956
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21200484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22245433
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23239535
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24235109
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25230855
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26228906
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27214114
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28196737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29196491
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30191748
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31191394
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32184022
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt33183480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34180869
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt35173088
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt36172735
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt37171172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt38170637
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt39170492
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40168399
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41164903
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt421660426
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt43697006
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt44597156
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt45568885
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt46475990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt460
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUPV CMTE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP/CFO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,253,827,937
Liabilities
$3,819,970,714
Net assets
$433,857,223
Revenue
$186,675,750
Expenses
$150,368,373
Net income
$36,307,377
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5,254$4,730$524$284$263$20.7
2023Detailed filing. Detailed filing data is available for this year.$4,934$4,437$498$231$201$29.7
2022Detailed filing. Detailed filing data is available for this year.$4,699$4,241$457$193$163$30.5
2021Detailed filing. Detailed filing data is available for this year.$4,696$4,210$486$195$138$56.5
2020Detailed filing. Detailed filing data is available for this year.$4,254$3,820$434$187$150$36.3
2019Detailed filing. Detailed filing data is available for this year.$3,365$2,970$395$181$150$30.4
2018Detailed filing. Detailed filing data is available for this year.$3,121$2,762$359$160$133$26.6
2017Detailed filing. Detailed filing data is available for this year.$2,971$2,638$332$142$125$17.9
2016Detailed filing. Detailed filing data is available for this year.$2,692$2,377$315$129$108$20.8
2015Detailed filing. Detailed filing data is available for this year.$2,518$2,223$295$117$96.2$20.4
2014Detailed filing. Detailed filing data is available for this year.$2,302$2,026$276$104$76.9$27.5
2013Detailed filing. Detailed filing data is available for this year.$2,145$1,910$235$95.6$69.6$26.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,026$1,798$229$69.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,920$1,721$199$79.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,798$1,621$177$80.0