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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Uncle Credit Union

Uncle Credit Union

Fiscal year ending 2019. Filed on November 10, 2020.

2100 Las Positas Court
Livermore, California 94551

Uncle Credit Union (EIN: 94-1404327) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2019 IRS Form 990 filing, Uncle Credit Union, a 501(c)(14) state-chartered credit union or mutual reserve fund, reported compensation for 8 out of 126 total employees. Among the employees shown here, the average compensation is $298,317. The highest compensated employee at Uncle Credit Union is Harold Roundtree with fiscal year 2019 compensation of $866,911.

Revenue, expenses, and employee compensation

Revenue

$23,404,674

Expenses

$19,375,155

Employee compensation

$7,335,378
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Harold Roundtree
Chief Executive Officer
$866,911
$443,200 No related comp$423,711
James Fisher
Vice President, Information Technology
$307,822
$195,077 No related comp$112,745
Gina Bloomfield
Chief Financial Officer
$300,745
$227,137 No related comp$73,608
April Ingram
Vice President, Human Resources
$191,058
$166,153 No related comp$24,905
Andrea Johnson
Sales and SVC Director
$190,452
$168,339 No related comp$22,113
Andrea Brooks
Vice President, Risk Management
$184,035
$143,620 No related comp$40,415
Jim Brown
AVP, Sales Manager
$180,510
$159,422 No related comp$21,088
Frank Michael Former
Branch Manager
$165,000
$165,000 No related compNo other comp

Benchmark Employee Compensation

Non-Employee Board Members

Chung Bothwell
Board Chair
Clay Smith
Director
Hugh Bussell
Director
Ivan Corey
Secretary
John Freeman
Director
John Stein
Board Vice Chair
Lee Neely
Treasurer
Mila Shapovalov
Director
Neda Gray
Director
Peter Goldstein
Director
Robin Morris
Director

Mission Statement

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.

Revisions to this organization profile

November 17, 2025:
2024 Uncle Credit Union 990 filed
November 14, 2024:
2023 Uncle Credit Union 990 filed
November 13, 2023:
2022 Uncle Credit Union 990 filed

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