Uncle Credit Union
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$746.0M
+2.8% YoY
Revenue
$42.9M
+9.7% YoY
Net Investment Income
$3.1M
+106.0% YoY
Expenses
$42.2M
+13.1% YoY
About Uncle Credit Union
Based on IRS filings
Uncle Credit Union is a nonprofit organization, based in LIVERMORE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $746.0M in total assets. Net investment income was $3.1M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $746,045,550 | $726,002,844 | $734,869,392 |
| Revenue | $42,945,421 | $39,147,446 | $29,745,355 |
| Expenses | $42,153,211 | $37,283,003 | $29,037,363 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $3,142,823 | $1,525,891 | $1,357,013 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NEDA GRAY | VICE CHAIRMAN | 4 | — |
| LYUDMILA SHAPOVALAOV | TREASURER | 4 | — |
| CHUNG BOTHWELL | BOARD CHAIRMAN | 6 | — |
| CLAY SMITH | SECRETARY | 4 | — |
| IVAN COREY | DIRECTOR | 4 | — |
| PETER GOLDSTEIN | DIRECTOR | 4 | — |
| LEE NEELY | DIRECTOR | 4 | — |
| JOHN STEIN | DIRECTOR | 4 | — |
| JOHN FREEMAN | DIRECTOR | 4 | — |
| ROBIN MORRIS | DIRECTOR | 4 | — |
| HUGH BUSSELL | DIRECTOR | 4 | — |
| TERRY BISHOP | CFO | 40 | $288,089 |
| GINA BLOOMFIELD | SVP CONTROLLER | 40 | $282,022 |
| HAROLD ROUNDTREE | CEO | 40 | $1,971,179 |
| JAMES FISHER | CHIEF TECHNOLOGY OFFICER | 40 | $280,462 |
| FIDELA HERNANDEZ | VP OF OPERATIONS | 40 | $187,440 |
| BLAIR CONNER | CHIEF CREDIT OFFICER | 40 | $271,936 |
| APRIL INGRAM | CHIEF PEOPLE OFFICER | 40 | $241,262 |
| ANTERO SORIANO | VP MEMBER SERVICES | 40 | $169,383 |
| ANDREA F JOHNSON | CHIEF OPERATIONS OFFICER | 40 | $299,600 |
Frequently Asked Questions
How large is Uncle Credit Union?
As of 2024, Uncle Credit Union holds $746.0M in total assets with $42.9M in annual revenue.
Where does Uncle Credit Union operate?
Uncle Credit Union has awarded grants in California.
What is Uncle Credit Union's EIN?
Uncle Credit Union's EIN (Employer Identification Number) is 94-1404327. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Uncle Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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