NonprofitsUncle Credit Union

Uncle Credit Union

LIVERMORE, CA

Total revenue

$42.9M

Total expenses

$42.2M

Net assets

$49.5M

Grants received

EIN

941404327

Tax year

2024

Mission

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

Programs

2 programs

Loans available to members include auto, credit card, personal, home equity, and first mortgages.

Members may open the following deposit accounts: savings, checking, money market, ira, term certificates of deposit, youth deposit accounts.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$39.8M
Investment income$3.1M
Other revenue
Total revenue$42.9M

Expenses

Grants paid$7K
Salaries & benefits$12.1M
Fundraising
Other expenses$19.5M
Total expenses$42.2M
Total assets$746.0M
Net assets$49.5M

People

20 listed

NameRoleCompensation

HAROLD ROUNDTREE

CEO

Board

$2.0M

40 hrs/wk

TERRY BISHOP

CFO

Board

$288K

40 hrs/wk

GINA BLOOMFIELD

SVP CONTROLLER

Board

$282K

40 hrs/wk

ROBIN MORRIS

DIRECTOR

Board

4 hrs/wk

NEDA GRAY

VICE CHAIRMAN

Board

4 hrs/wk

HUGH BUSSELL

DIRECTOR

Board

4 hrs/wk

LYUDMILA SHAPOVALAOV

TREASURER

Board

4 hrs/wk

CHUNG BOTHWELL

BOARD CHAIRMAN

Board

6 hrs/wk

CLAY SMITH

SECRETARY

Board

4 hrs/wk

IVAN COREY

DIRECTOR

Board

4 hrs/wk

PETER GOLDSTEIN

DIRECTOR

Board

4 hrs/wk

LEE NEELY

DIRECTOR

Board

4 hrs/wk

JOHN STEIN

DIRECTOR

Board

4 hrs/wk

JOHN FREEMAN

DIRECTOR

Board

4 hrs/wk

ANDREA F JOHNSON

CHIEF OPERATIONS OFFICER

Staff

$300K

40 hrs/wk

JAMES FISHER

CHIEF TECHNOLOGY OFFICER

Staff

$280K

40 hrs/wk

BLAIR CONNER

CHIEF CREDIT OFFICER

Staff

$272K

40 hrs/wk

APRIL INGRAM

CHIEF PEOPLE OFFICER

Staff

$241K

40 hrs/wk

FIDELA HERNANDEZ

VP OF OPERATIONS

Staff

$187K

40 hrs/wk

ANTERO SORIANO

VP MEMBER SERVICES

Staff

$169K

40 hrs/wk

Details

EIN941404327
Subsection14
Ruling date1973-01
Formed1957
Employees124
Volunteers12
UNCLE CREDIT UNION — Mission, Financials & Grants Received | Grantivo