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.
Uncle Credit Union at a glance
In short: Uncle Credit Union reported $7K in grants paid in 2024 (a total; its filing lists no individual grants). Source: 2024 IRS Form 990.
- Grants paid (2024)
- $6,700 — reported as a total on the IRS filing, without an itemized list
- +34.0% vs 2023
- Total assets
- $746,045,550
- +2.8% vs 2023
- Revenue (2024)
- $42,945,421
- +9.7% vs 2023
- Net investment income (2024)
- $3,142,823
- +106.0% vs 2023
- Expenses (2024)
- $42,153,211
- +13.1% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026.
Who Uncle Credit Union funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Uncle Credit Union gives
- Giving held roughly steady from 2020 to 2023 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $5K (2020) to $10K (2021). In 2024 it reported $7K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Livermore Lab Foundation Oakland, CA | Provide financial support for scientific research, technology development and educational endeavors. | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $746,045,550 | $42,945,421 | $42,153,211 | $6,700 | Total only | $3,142,823 |
| 2023 | $726,002,844 | $39,147,446 | $37,283,003 | $5,000 | 1 | $1,525,891 |
| 2022 | $734,869,392 | $29,745,355 | $29,037,363 | $5,000 | 1 | $1,357,013 |
| 2021 | $635,989,388 | $24,649,463 | $21,100,130 | $10,299 | 1 | $441,305 |
| 2020 | $568,131,777 | $25,797,681 | $21,554,923 | $5,000 | 1 | $581,527 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Uncle Credit Union
Based on IRS filings
Uncle Credit Union is a public charity, based in Livermore, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $746.0M in total assets. In 2024, it reported $7K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $3.1M.
Leadership & Key People
Officers and directors from IRS filings
Uncle Credit Union is led by Harold Roundtree, CEO since 2024 (on filings since 2020); 9 of 20 officers listed in 2024 are compensated.
Officers on the 2024 filing
Harold Roundtree
CEO
CEO → CEO & President, 2022
President & CEO → CEO, 2024
On filings since 2020
40 hrs/week
$760K (2020) → $2M (2024)
Chung Bothwell
Board Chairman
Board Chairman → Chairman, 2022
Chairman → Board Chairman, 2024
On filings since 2020
6 hrs/week
No compensation reported
Hugh Bussell
Director
On filings since 2020
4 hrs/week
No compensation reported
Ivan Corey
Director
On filings since 2020
4 hrs/week
No compensation reported
John Freeman
Director
On filings since 2020
4 hrs/week
No compensation reported
John Stein
Director
Board Vice Chairman → Director, 2022
On filings since 2020
4 hrs/week
No compensation reported
Lee Neely
Director
On filings since 2020
4 hrs/week
No compensation reported
Peter Goldstein
Director
On filings since 2020
4 hrs/week
No compensation reported
Robin Morris
Director
On filings since 2020
4 hrs/week
No compensation reported
Andrea F. Johnson
Chief Operations Officer
Sales & Svc Director → Senior Vice President & COO, 2022
Senior Vice President & COO → Chief Operations Officer, 2024
On filings since 2020
40 hrs/week
$206K (2020) → $300K (2024)
April Ingram
Chief People Officer
Vice President of Hr → Senior Vice President & Cpo, 2022
Senior Vice President & Cpo → Chief People Officer, 2024
On filings since 2020
40 hrs/week
$181K (2020) → $241K (2024)
Gina Bloomfield
Senior Vice President Controller
Senior Vice President Finance & Operations → Senior Vice President & Controller, 2022
Senior Vice President & Controller → Senior Vice President Controller, 2024
On filings since 2020
40 hrs/week
$235K (2020) → $282K (2024)
James Fisher
Chief Technology Officer
Vice President of It & CTO → Senior Vice President & CTO, 2022
Senior Vice President & CTO → Chief Technology Officer, 2024
On filings since 2020
40 hrs/week
$200K (2020) → $280K (2024)
Fidela Hernandez
Vice President of Operations
On filings since 2021
40 hrs/week
$141K (2021) → $187K (2024)
Terry Bishop
CFO
Vice President & CFO → Senior Vice President & CFO, 2022
Senior Vice President & CFO → CFO, 2024
On filings since 2021
40 hrs/week
$70K (2021) → $288K (2024)
Blair Conner
Chief Credit Officer
Senior Vice President & CCO → Chief Credit Officer, 2024
On filings since 2023
40 hrs/week
$212K (2023) → $272K (2024)
Antero Soriano
Vice President Member Services
New on the 2024 filing
40 hrs/week
$169K (2024)
Clay Smith
Secretary
On filings since 2020
4 hrs/week
No compensation reported
Lyudmila Shapovalaov
Treasurer
On filings since 2020
4 hrs/week
No compensation reported
Neda Gray
Vice Chairman
Director → Vice Chairperson, 2022
Vice Chairperson → Vice Chairman, 2024
On filings since 2020
4 hrs/week
No compensation reported
Former officers (7)
- Former: Travis Anway (2023) — Vice President & Consumer Lending
- Former: Andrea Brooks (2021–2022) — Vice President Compliance & Audit
- Former: Parker K. Luciano (2022) — Assistant Vice President Indirect Lending
- Former: William Spearman (2021) — Senior Vice President Lending
- Former: Jatinder Kooner (2020) — Assistant Vice President Mortgage Originations
- Former: Jim Brown (2020) — Assistant Vice President & Sales Manager
- Former: Karl Goin (2020) — Vice President Marketing
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 $2.0M, to Harold Roundtree (CEO). 9 officers or directors reported compensation on that filing.
Frequently asked questions about Uncle Credit Union
How much does Uncle Credit Union give each year?
Uncle Credit Union reported $7K in grants paid in 2024 on its 2024 IRS Form 990, as a total without an itemized list of grants. In 2023 it gave $5K across 1 grant.
How large is Uncle Credit Union?
Uncle Credit Union reported $746.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $42.9M.
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.
Data last updated October 2026. Sourced from IRS Form 990 filings.
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 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 7, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 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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