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UNCLE CREDIT UNION

EIN 94-1404327 LIVERMORE, CA

Revenue 2024
$42,945,421
Expenses 2024
$42,153,211

As filed

Subsection
14
Classification
1000
Street
2100 LAS POSITAS CT

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-6123880). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Mission and programs · 2024

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.

Activities or mission (Part I)

A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.

  • 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.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • NEDA GRAY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • LYUDMILA SHAPOVALAOV

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • CHUNG BOTHWELL

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    6

  • CLAY SMITH

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • IVAN COREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • PETER GOLDSTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • LEE NEELY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JOHN STEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JOHN FREEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • ROBIN MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • HUGH BUSSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • TERRY BISHOP

    CFO

    Total calculated
    $452,564
    From this org
    $288,089
    From related orgs
    $0
    Other
    $164,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,576
    Bonus
    $33,483
    Other
    $11,030
    Deferred
    $117,763
    Nontaxable benefits
    $46,712
    Filer's total
    $452,564

  • GINA BLOOMFIELD

    SVP CONTROLLER

    Total calculated
    $309,889
    From this org
    $282,022
    From related orgs
    $0
    Other
    $27,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,182
    Bonus
    $31,202
    Other
    $20,638
    Deferred
    $4,980
    Nontaxable benefits
    $22,887
    Filer's total
    $309,889

  • HAROLD ROUNDTREE

    CEO

    Total calculated
    $2,594,846
    From this org
    $1,971,179
    From related orgs
    $0
    Other
    $623,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $600,600
    Bonus
    $126,265
    Other
    $1,244,314
    Deferred
    $597,764
    Nontaxable benefits
    $25,903
    Filer's total
    $2,594,846

  • JAMES FISHER

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $416,722
    From this org
    $280,462
    From related orgs
    $0
    Other
    $136,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,762
    Bonus
    $25,557
    Other
    $17,143
    Deferred
    $106,550
    Nontaxable benefits
    $29,710
    Filer's total
    $416,722

  • FIDELA HERNANDEZ

    VP OF OPERATIONS

    Total calculated
    $231,847
    From this org
    $187,440
    From related orgs
    $0
    Other
    $44,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,065
    Bonus
    $20,317
    Other
    $15,058
    Deferred
    $10,637
    Nontaxable benefits
    $33,770
    Filer's total
    $231,847

  • BLAIR CONNER

    CHIEF CREDIT OFFICER

    Total calculated
    $290,314
    From this org
    $271,936
    From related orgs
    $0
    Other
    $18,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,718
    Bonus
    $28,380
    Other
    $9,838
    Deferred
    $9,478
    Nontaxable benefits
    $8,900
    Filer's total
    $290,314

  • APRIL INGRAM

    CHIEF PEOPLE OFFICER

    Total calculated
    $277,579
    From this org
    $241,262
    From related orgs
    $0
    Other
    $36,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,158
    Bonus
    $0
    Other
    $1,104
    Deferred
    $16,206
    Nontaxable benefits
    $20,111
    Filer's total
    $277,579

  • ANTERO SORIANO

    VP MEMBER SERVICES

    Total calculated
    $190,621
    From this org
    $169,383
    From related orgs
    $0
    Other
    $21,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,960
    Bonus
    $19,937
    Other
    $486
    Deferred
    $11,828
    Nontaxable benefits
    $9,410
    Filer's total
    $190,621

  • ANDREA F JOHNSON

    CHIEF OPERATIONS OFFICER

    Total calculated
    $324,081
    From this org
    $299,600
    From related orgs
    $0
    Other
    $24,481
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,439
    Bonus
    $33,757
    Other
    $11,404
    Deferred
    $12,420
    Nontaxable benefits
    $12,061
    Filer's total
    $324,081

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $42,945,421
    Expenses
    $42,153,211
    Contributions
    $0
    Grants paid
    $6,700
  • 2023
    Revenue
    $39,147,446
    Expenses
    $37,283,003
    Contributions
    $0
    Grants paid
    $8,500
  • 2022
    Revenue
    $29,745,355
    Expenses
    $29,037,363
    Contributions
    $0
    Grants paid
    $7,500

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $24,649,463
    Expenses
    $21,100,130
    Assets (EOY)
    $635,989,388

  • 2020 · 990

    Revenue
    $25,797,681
    Expenses
    $21,554,923
    Assets (EOY)
    $568,131,777

  • 2019 · 990

    Revenue
    $23,404,674
    Expenses
    $19,375,155
    Assets (EOY)
    $481,324,856

  • 2018 · 990

    Revenue
    $21,154,689
    Expenses
    $18,331,632
    Assets (EOY)
    $448,146,651

  • 2017 · 990

    Revenue
    $17,128,334
    Expenses
    $14,106,386
    Assets (EOY)
    $403,118,683

  • 2016 · 990

    Revenue
    $14,296,681
    Expenses
    $12,735,378
    Assets (EOY)
    $363,130,496

  • 2015 · 990

    Revenue
    $13,455,962
    Expenses
    $11,649,612
    Assets (EOY)
    $327,178,028

  • 2014 · 990

    Revenue
    $12,255,604
    Expenses
    $11,094,772
    Assets (EOY)
    $295,291,965

  • 2013 · 990

    Revenue
    $12,286,387
    Expenses
    $10,264,679
    Assets (EOY)
    $277,354,107

  • 2010 · 990

    Revenue
    not reported
    Expenses
    $13,603,155
    Assets (EOY)
    $227,350,713

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

  • LIVERMORE LAB FOUNDATION

    $5,000

    2022 PROVIDE FINANCIAL SUPPORT FOR SCIENTIFIC RESEARCH, TECHNOLOGY DEVELOPMENT AND EDUCATIONAL ENDEAVORS.

  • LIVERMORE LAB FOUNDATION

    $5,000

    2023 PROVIDE FINANCIAL SUPPORT FOR SCIENTIFIC RESEARCH, TECHNOLOGY DEVELOPMENT AND EDUCATIONAL ENDEAVORS.

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.