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Nonprofit · EIN 94-1404327

UNCLE CREDIT UNION

Tax-exempt · LIVERMORE, CA 94551

Financials

$39.1M$37.3M2023$42.9M$42.2M2024
Revenue Expenses · by fiscal year end
Financials of UNCLE CREDIT UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$42,945,421$42,153,211$792,210$746,045,550$696,583,603$49,461,947
December 31, 2023990$39,147,446$37,283,003$1,864,443$726,002,844$679,048,025$46,954,819
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$39,802,598
Investment income
$3,142,823
Net gain from sales of assets
$1,523
Other revenue
$0

Expenses

Grants and similar amounts paid
$6,700
Benefits paid to members
$10,594,934
Compensation of officers, directors and key employees
$3,774,021
Other salaries and wages
$6,995,555
Salaries, compensation and benefits (total)
$12,080,675
Professional fundraising fees
$0
Legal fees
$136,738
Occupancy
$1,008,463
Travel
$444,061
Depreciation
$558,278

Balance sheet and other

Total assets, start of year
$726,002,844
Total assets, end of year
$746,045,550
Total liabilities, end of year
$696,583,603
Net assets, end of year
$49,461,947
Land, buildings and equipment
$3,784,619
Gross unrelated business income
$407,198
Gross receipts
$43,679,869
Employees
124
Volunteers
12
Year formed
1957
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
HAROLD ROUNDTREECEO
Officer
40$1,971,179$623,667
TERRY BISHOPCFO
Officer
40$288,089$164,475
JAMES FISHERCHIEF TECHNOLOGY OFFICER
Key employee
40$280,462$136,260
ANDREA F JOHNSONCHIEF OPERATIONS OFFICER
Highest-paid employee
40$299,600$24,481
GINA BLOOMFIELDSVP CONTROLLER
Officer
40$282,022$27,867
BLAIR CONNERCHIEF CREDIT OFFICER
Highest-paid employee
40$271,936$18,378
APRIL INGRAMCHIEF PEOPLE OFFICER
Highest-paid employee
40$241,262$36,317
FIDELA HERNANDEZVP OF OPERATIONS
Highest-paid employee
40$187,440$44,407
ANTERO SORIANOVP MEMBER SERVICES
Highest-paid employee
40$169,383$21,238
NEDA GRAYVICE CHAIRMAN
Trustee or director, Officer
4$0$0
LYUDMILA SHAPOVALAOVTREASURER
Trustee or director, Officer
4$0$0
CHUNG BOTHWELLBOARD CHAIRMAN
Trustee or director, Officer
6$0$0
CLAY SMITHSECRETARY
Trustee or director, Officer
4$0$0
IVAN COREYDIRECTOR
Trustee or director
4$0$0
PETER GOLDSTEINDIRECTOR
Trustee or director
4$0$0
5 more people on this return
NameTitleHours / weekCompensation
LEE NEELYDIRECTOR
Trustee or director
4$0
JOHN STEINDIRECTOR
Trustee or director
4$0
JOHN FREEMANDIRECTOR
Trustee or director
4$0
ROBIN MORRISDIRECTOR
Trustee or director
4$0
HUGH BUSSELLDIRECTOR
Trustee or director
4$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
HAROLD ROUNDTREEPRESIDENT/CEO
Officer
40$1,060,941$563,349
GINA BLOOMFIELDSVP/CONTROLLER
Highest-paid employee
40$866,902$74,032
TERRY BISHOPSVP/CFO
Officer
40$254,305$149,661
JAMES FISHERSVP/CTO
Key employee
40$259,123$90,118
ANDREA F JOHNSONSVP/COO
Highest-paid employee
40$275,011$23,218
APRIL INGRAMSVP/CPO
Highest-paid employee
40$225,128$35,257
BLAIR CONNERSVP/CCO
Highest-paid employee
40$212,126$14,611
TRAVIS ANWAYVP, CONSUMER LENDING
Highest-paid employee
40$179,278$14,462
CHUNG BOTHWELLCHAIRMAN
Trustee or director
6$0$0
NEDA GRAYVICE CHAIRPERSON
Trustee or director
4$0$0
LYUDMILA SHAPOVALOVTREASURER
Trustee or director
4$0$0
CLAY SMITHSECRETARY
Trustee or director
4$0$0
JOHN STEINDIRECTOR
Trustee or director
4$0$0
LEE NEELYDIRECTOR
Trustee or director
4$0$0
IVAN COREYDIRECTOR
Trustee or director
4$0$0
HUGH BUSSELLDIRECTOR
Trustee or director
4$0$0
JOHN FREEMANDIRECTOR
Trustee or director
4$0$0
ROBIN MORRISDIRECTOR
Trustee or director
4$0$0
PETER GOLDSTEINDIRECTOR
Trustee or director
4$0$0

Address and contacts

Address (IRS master file)
2100 LAS POSITAS CT, LIVERMORE, CA 94551-7301
Principal officer (990 for 2024)
HARLOD ROUNDTREE, 2100 LAS POSITAS COURT, LIVERMORE, CA 94551
Signed the 990
GINA BLOOMFIELD, SVP CHIEF FINANCIAL OFFICER
Phone
(925) 447-5001
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS 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, UNCLE CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE CREDIT UNION PROVIDED 40,569 DEPOSIT ACCOUNTS TO 38,375 MEMBERS AS OF DECEMBER 31, 2024. IN 2024, 16,834 LOANS WERE MADE TO MEMBERS.
  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-1404327
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1973
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$746,045,550
Income (IRS master file)
$43,679,869

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$39,147,446$37,283,003$726,002,844IRS
990December 2022$29,745,355$29,037,363$734,869,392IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about UNCLE CREDIT UNION

What is the EIN of UNCLE CREDIT UNION?
The employer identification number (EIN) of UNCLE CREDIT UNION is 94-1404327.
Is UNCLE CREDIT UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1973.
Are donations to UNCLE CREDIT UNION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNCLE CREDIT UNION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNCLE CREDIT UNION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNCLE CREDIT UNION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNCLE CREDIT UNION?
The 990 for the year ended December 31, 2024 names HARLOD ROUNDTREE.
Who are the officers and directors of UNCLE CREDIT UNION?
The 990 for the year ended December 31, 2024 lists 20 people; 9 received compensation from the organization, the highest $1,971,179 (HAROLD ROUNDTREE, CEO).
How much revenue does UNCLE CREDIT UNION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $42,945,421, expenses of $42,153,211 and total assets of $746,045,550 at year end.

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