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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 2020. Filed on November 15, 2021.

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 2020 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 127 total employees. Among the employees shown here, the average compensation is $423,328. The highest compensated employee at Uncle Credit Union is Harold Roundtree with fiscal year 2020 compensation of $1,546,882.

Revenue, expenses, and employee compensation

Revenue

$25,797,681

Expenses

$21,554,923

Employee compensation

$9,075,595
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Harold Roundtree
Chief Executive Officer
$1,546,882
$760,099 No related comp$786,783
Gina Bloomfield
Chief Financial Officer
$334,869
$235,459 No related comp$99,410
James Fisher
Vice President of IT, CTO
$321,781
$200,330 No related comp$121,451
Jim Brown
AVP, Sales Manager
$304,944
$286,027 No related comp$18,917
Jatinder Kooner
AVP Mortgage Originations
$247,233
$191,075 No related comp$56,158
Andrea Johnson
Sales and SVC Director
$226,309
$206,263 No related comp$20,046
April Ingram
Vice President, Human Resources
$207,137
$181,099 No related comp$26,038
Karl Goin
Vice President, Marketing
$197,469
$169,970 No related comp$27,499

Benchmark Employee Compensation

Non-Employee Board Members

Chung Bothwell
Board Chair
Clay Smith
Secretary
Hugh Bussell
Director
Ivan Corey
Director
John Freeman
Director
John Stein
Board Vice Chair
Lee Neely
Director
Lyudmila Shapovalov
Treasurer
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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