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UNCLE CREDIT UNION

EIN: 94-1404327Livermore, CAZIP: 94551
501(c)(14)

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.

Financials

YearRevenueExpensesAssets
2024$42.9M$0$746M
2023$39.1M$0$726M

Compensation

2024

HAROLD ROUNDTREE
CEO
chief executive officer
$600,600
$126,265
$1,244,314
$2,594,846
TERRY BISHOP
CFO
chief financial officer
$243,576
$33,483
$11,030
$452,564
JAMES FISHER
Chief Technology Officer
key employee
$237,762
$25,557
$17,143
$416,722
ANDREA F JOHNSON
Chief Operations Officer
highest compensated employee
$254,439
$33,757
$11,404
$324,081
GINA BLOOMFIELD
SVP Controller
senior vice president
$230,182
$31,202
$20,638
$309,889
BLAIR CONNER
Chief Credit Officer
highest compensated employee
$233,718
$28,380
$9,838
$290,314
APRIL INGRAM
Chief People Officer
highest compensated employee
$240,158
$0
$1,104
$277,579
FIDELA HERNANDEZ
VP of Operations
vice president
$152,065
$20,317
$15,058
$231,847
ANTERO SORIANO
VP Member Services
vice president
$148,960
$19,937
$486
$190,621
JOHN FREEMAN
Director
board member
$0
$0
$0
$0
LYUDMILA SHAPOVALAOV
Treasurer
officer (unspecified)
$0
$0
$0
$0
IVAN COREY
Director
board member
$0
$0
$0
$0
LEE NEELY
Director
board member
$0
$0
$0
$0
JOHN STEIN
Director
board member
$0
$0
$0
$0
ROBIN MORRIS
Director
board member
$0
$0
$0
$0
HUGH BUSSELL
Director
board member
$0
$0
$0
$0
CLAY SMITH
Secretary
officer (unspecified)
$0
$0
$0
$0
PETER GOLDSTEIN
Director
board member
$0
$0
$0
$0
NEDA GRAY
Vice Chairman
board vice chair
$0
$0
$0
$0
CHUNG BOTHWELL
Board Chairman
board chair
$0
$0
$0
$0

2023

HAROLD ROUNDTREE
President/CEO
chief executive officer
$538,441
$93,051
$429,449
$1,624,290
GINA BLOOMFIELD
SVP/Controller
highest compensated employee
$204,611
$30,305
$631,986
$940,934
TERRY BISHOP
SVP/CFO
officer (unspecified)
$223,319
$29,849
$1,137
$403,966
JAMES FISHER
SVP/CTO
key employee
$222,262
$30,313
$6,548
$349,241
ANDREA F JOHNSON
SVP/COO
highest compensated employee
$230,531
$25,209
$19,271
$298,229
APRIL INGRAM
SVP/CPO
highest compensated employee
$198,660
$25,437
$1,031
$260,385
BLAIR CONNER
SVP/Cco
highest compensated employee
$211,670
$0
$456
$226,737
TRAVIS ANWAY
Vp, Consumer Lending
vice president
$161,090
$17,700
$488
$193,740
LEE NEELY
Director
board member
$0
$0
$0
$0
PETER GOLDSTEIN
Director
board member
$0
$0
$0
$0
ROBIN MORRIS
Director
board member
$0
$0
$0
$0
NEDA GRAY
Vice Chairperson
board vice chair
$0
$0
$0
$0
IVAN COREY
Director
board member
$0
$0
$0
$0
HUGH BUSSELL
Director
board member
$0
$0
$0
$0
CLAY SMITH
Secretary
board secretary
$0
$0
$0
$0
LYUDMILA SHAPOVALOV
Treasurer
board treasurer
$0
$0
$0
$0
JOHN STEIN
Director
board member
$0
$0
$0
$0
JOHN FREEMAN
Director
board member
$0
$0
$0
$0
CHUNG BOTHWELL
Chairman
board chair
$0
$0
$0
$0

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Learn more

Data from IRS Form 990 filings (2023-2024).