Excite Credit Union (FKA Alliance Credit Union)
Excite Credit Union is a member-owned cooperative based in San Jose, California, and is listed as a public charity filing Form 990. It supports community organizations through local donations and partnerships, alongside financial education and services intended to expand access to affordable financial products.
Excite Credit Union (FKA Alliance Credit Union) at a glance
In short: Excite Credit Union (FKA Alliance Credit Union) gave $570K across 16 grants in 2024 (avg $36K), mostly in California. 53% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $569,500
- +99.7% vs 2023
- Grants made (2024)
- 16
- +45.5% vs 2023
- Average grant
- $35,594
- +37.3% vs 2023
- Median grant
- $25,000
- Total assets
- $625,719,041
- -11.0% vs 2023
- New grantees (estimate)
- 53% first-time grantees (8 of 15, 2024; small sample)
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Excite Credit Union (FKA Alliance Credit Union)
- Contact
Mailing address: 151 Bernal Road, San Jose, CA 95119
Phone: (408) 265-7322
Website: https://excitecu.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Excite Credit Union (FKA Alliance Credit Union) funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Amigos De Guadalupe Center for Justice ($113K). Together the top 10 received $479K.
Organizations only. It also paid 2 grants to individuals ($60,000), which are not listed by name.
Grant Size Distribution
63 grants across all recorded years
The most common grant size was under $50K: 56 grants of 63 (89%).
Geographic Focus
Where this funder awards grants
Excite Credit Union’s website identifies service areas in California—Alameda, Monterey, San Francisco, San Mateo, Santa Clara, and Santa Cruz counties—and North Carolina—Brunswick, New Hanover, and Pender counties. All grant dollars reported for filing year 2024 went to recipients in California.
Grant Distribution by State
Share of 2024 grant dollars across all 16 itemized grants.
States
Cities
Is Excite Credit Union (FKA Alliance Credit Union) open to new grantees?
53%
first-time grantees, 2024
In 2024, 8 of 15 grantees (53%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $50K; repeat grants $24K. How we count
Medians: $40K first-time, $10K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $118K (2020) to $570K (2024). In 2024 it made 16 grants totaling $570K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Amigos De Guadalupe Center for Justice San Jose, CA | To assist in ensuring that the basic needs of our community are met, deliver high- quality programs, and mobilize and organize for justice. | $112,500 |
| San Jose Grail Family Services Inc San Jose, CA | To Promote Children's Success and Well-Being. | $105,000 |
| Hispanic Foundation of Silicon Valley San Jose, CA | To support individuals in terms of health, education & leadership of the hispanic community in silicon valley. | $81,500 |
| Catholic Charities of Santa Clara County San Jose, CA | To serve and advocate for individuals and families in need, especially those living in poverty, and to create a more just and compassionate community. | $50,000 |
| Sunday Friends Foundation San Jose, CA | To assist in breaking the generational cycle of poverty by fostering positive development in children while educating and guiding parents to support their children's life success. | $50,000 |
| 2 grants to individuals Recipients not named | — | $60,000 |
| The Healing Place of New Hanover County Wilmington, CA | To assist in the organization in transforming individuals affected by addiction and homelessness through accountability and connection. | $30,000 |
| Excite Foundation San Jose, CA | To raise funds that support charitable organizations that benefit communities served by excite credit union. | $20,000 |
| Escuela Popular San Jose, CA | To educate students and prepare them for the future in a safe and engaging environment. | $10,000 |
| Latino Business Foundation SV San Jose, CA | To assist in building the tools necessary for minority entrepreneurs especially those in low income neighborhoods to prosper and grow, creating a thriving community. | $10,000 |
Ready to take the next step with Excite Credit Union (FKA Alliance Credit Union)?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $625,719,041 | $38,299,339 | $48,985,788 | $569,500 | 16 | $4,074,943 |
| 2023 | $702,664,031 | $40,865,548 | $38,489,692 | $285,131 | 11 | $3,711,810 |
| 2022 | $720,500,856 | $32,546,340 | $28,915,227 | $121,475 | 7 | $2,292,589 |
| 2021 | $666,115,500 | $27,386,737 | $25,384,887 | $171,768 | 14 | $1,696,505 |
| 2020 | $624,175,711 | $28,980,744 | $28,375,083 | $117,975 | 15 | $1,410,517 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
In its 2024 filing, Excite Credit Union describes its mission as promoting thrift and savings among members, providing them access to credit, and enabling them to use and control their money cooperatively to improve their economic and social conditions. Its stated programs include consumer loans, mortgage products, and checking, savings, CD, and similar accounts.
Its website says it supports nonprofit organizations, low- to moderate-income households, small-business owners and entrepreneurs, foster youth and non-minor dependents, immigrants, and ITIN users. Its 2024 grants illustrate support for organizations working in areas including children’s well-being, education, poverty alleviation, Hispanic community empowerment, and foster-youth education and career goals. For example, San Jose Grail Family Services describes its mission as promoting children’s success and well-being; the Hispanic Foundation of Silicon Valley describes work to empower Latinos through education, leadership development, and community engagement; and Pivotal Connections describes providing academic coaching, scholarships, and career-readiness support to young people in and from foster care.
Grantmaking
In filing year 2024, Excite Credit Union reported 16 grants totaling $569,500. Grant amounts ranged from $6,000 to $112,500, with a median of $25,000.
The largest reported grants included $112,500 to Amigos de Guadalupe Center for Justice for community needs, programs, and organizing for justice; $105,000 to San Jose Grail Family Services for children’s success and well-being; and $81,500 to the Hispanic Foundation of Silicon Valley to support health, education, and leadership in the Hispanic community. Other notable grants were $50,000 each to Catholic Charities of Santa Clara County and Sunday Friends Foundation, and $30,000 each to an individual recipient Union School District and an individual recipient Union High School District.
No application process, materials, restrictions, or deadline are stated in the available information.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Donna Rhody as chairperson, Alan Hansen as vice chairperson, Ralph Finelli as board secretary, and Surya Turaga as board treasurer. It also lists Shana Barclay, Barbara Alumbaugh, Chris Ekren, Mark Hanson, and Colin Hackman as board members, and Mike Uhri as supervisory committee chairperson.
Excite Credit Union (FKA Alliance Credit Union) is led by Brian Dorcy, President & CEO since 2023 (on filings since 2020); 7 of 21 officers listed in 2024 are compensated.
Officers on the 2024 filing
Brian Dorcy
President & CEO
CEO → President & CEO, 2023
On filings since 2020
40 hrs/week
$371K (2020) → $456K (2024)
Donna Rhody
Chairperson
On filings since 2020
1 hr/week
No compensation reported
Mike Uhri
Supv Cmte Chairperson
Supv Cmte Member → Supv Cmte Secretary, 2023
Supv Cmte Secretary → Supv Cmte Chairperson, 2024
On filings since 2020
1 hr/week
No compensation reported
Deborah Sunderman
Executive Vice President
On filings since 2020
40 hrs/week
$233K (2020) → $298K (2024)
Richard Walter
Senior Vice President & Retail Experience
Vice President & Retail Operations-Ca → Senior Vice President & Retail Experience, 2022
On filings since 2020
40 hrs/week
$157K (2020) → $101K (2024)
Jackie Howard
Vice President & Lending
Vice President Lending → Vice President & Lending, 2022
On filings since 2021
40 hrs/week
$180K (2021) → $216K (2024)
Hector Espinoza
Vice President & Risk Management
On filings since 2022
40 hrs/week
$170K (2022) → $178K (2024)
Kelly Burke
Vice President & Operations
On filings since 2023
40 hrs/week
$222K (2023) → $221K (2024)
Alexis Hoang
Vice President & Technology Solutions
New on the 2024 filing
40 hrs/week
$196K (2024)
Alan Hansen
Vice Chairperson
Board Treasurer → Vice Chairperson, 2023
On filings since 2020
1 hr/week
No compensation reported
Barbara Alumbaugh
Board Member
On filings since 2020
1 hr/week
No compensation reported
Devin McAlpine
Supv Cmte Member
Supv Cmte Chairperson → Supv Cmte Member, 2024
On filings since 2020
1 hr/week
No compensation reported
Laura Golding
Supv Cmte Member
On filings since 2020
1 hr/week
No compensation reported
Mark Hanson
Board Member
On filings since 2020
1 hr/week
No compensation reported
Ralph Finelli
Board Secretary
On filings since 2020
1 hr/week
No compensation reported
Surya Turaga
Board Treasurer
Vice Chairperson → Board Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Chris Ekren
Board Member
On filings since 2023
1 hr/week
No compensation reported
Colin Hackman
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Deepja Bansal
Supv Cmte Member
New on the 2024 filing
1 hr/week
No compensation reported
Grayson Lynch
Supv Cmte Secretary
New on the 2024 filing
1 hr/week
No compensation reported
Shana Barclay
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (10)
- Former: Alan Raby (2020–2023) — Board Member
- Former: Bansal Deepja (2020–2023) — Supv Cmte Member
- Former: Kim Campbell (2020–2023) — Supv Cmte Member
- Former: Tim Furlong (2023) — Vice President & Finance
- Former: Christopher Ekren (2020–2022) — Board Member
- Former: Kevin Alsup (2020–2022) — Senior Vice President & Technology Solutions
- Former: Mike Kiernan (2020–2022) — Board Member
- Former: Monaka Jackson (2020–2022) — Senior Mortgage Loan Originator
- Former: Taruna Bajaj (2020) — Vice President & Marketing
- Former: Veronica Rodriguez (2020) — Vice President, People & Culture
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $456K, to Brian Dorcy (President/CEO). 7 officers or directors reported compensation on that filing.
Frequently asked questions about Excite Credit Union (FKA Alliance Credit Union)
How much does Excite Credit Union (FKA Alliance Credit Union) give each year?
Excite Credit Union (FKA Alliance Credit Union) gave $570K across 16 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $285K across 11 grants.
What is Excite Credit Union (FKA Alliance Credit Union)'s typical grant size?
Excite Credit Union (FKA Alliance Credit Union)'s median grant in 2024 was $25,000, and its average grant was $35,594, across 16 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Excite Credit Union (FKA Alliance Credit Union) that year got $50K on average.
Where does Excite Credit Union (FKA Alliance Credit Union) give grants?
Excite Credit Union (FKA Alliance Credit Union) gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were San Jose, CA (11 grants) and Wilmington, CA (2 grants).
Does Excite Credit Union (FKA Alliance Credit Union) give general operating support?
Not in 2024: none of the 16 grants with a stated purpose on Excite Credit Union (FKA Alliance Credit Union)'s 2024 IRS Form 990 were described as general or operating support.
Who are Excite Credit Union (FKA Alliance Credit Union)'s largest grantees?
Excite Credit Union (FKA Alliance Credit Union)'s largest 2024 grantees include Amigos De Guadalupe Center for Justice ($112,500), San Jose Grail Family Services Inc ($105,000) and Hispanic Foundation of Silicon Valley ($81,500), according to its 2024 IRS Form 990. It also paid 2 grants to individuals ($60,000), which are not listed by name. Together they received 53% of its itemized 2024 grant dollars.
How large is Excite Credit Union (FKA Alliance Credit Union)?
Excite Credit Union (FKA Alliance Credit Union) reported $625.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $38.3M.
What does Excite Credit Union (FKA Alliance Credit Union) fund?
In its 2024 filing, Excite Credit Union describes its mission as promoting thrift and savings among members, providing them access to credit, and enabling them to use and control their money cooperatively to improve their economic and social conditions. See mission & focus areas ↑
How do I apply for a grant from Excite Credit Union (FKA Alliance Credit Union)?
Excite Credit Union (FKA Alliance Credit Union) has no public application process in the sources Grantable reviewed. Check excitecu.org for current guidelines, or contact the foundation directly before submitting a request.
What is Excite Credit Union (FKA Alliance Credit Union)'s EIN?
Excite Credit Union (FKA Alliance Credit Union)'s EIN (Employer Identification Number) is 94-1243656. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 8, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Excite Credit Union (FKA Alliance Credit Union)'s focus areas in our free grants database
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Cite this profile
Grantable. (2026). Excite Credit Union (FKA Alliance Credit Union) funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/excite-credit-union-fka-alliance-credit-union-morg_011ea4b9e850487684a26e686164e74f
BibTeX
@misc{grantable_941243656_2026,
author = {{Grantable}},
title = {{Excite Credit Union (FKA Alliance Credit Union) funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/excite-credit-union-fka-alliance-credit-union-morg_011ea4b9e850487684a26e686164e74f},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Excite Credit Union (FKA Alliance Credit Union)'s IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Excite Credit Union (FKA Alliance Credit Union) down — hundreds of funders to go?