Uncle Credit Union
Livermore, CA · EIN 94-1404327 · Rank 11,104 by total revenue
A cooperative, organized for the purpose of promoting thrift and savings among its members.
Money, Form 990 for tax year 2024
- Total revenue
- $42,945,421
- Total expenses
- $42,153,211
- Total assets
- $746,045,550
- Salary base (all salaries and wages)
- $10,769,576
- Salaries, other pay and benefits
- $12,080,675
- Employees
- 124
- Salary base per employee
- $86,851
"Salary base" is Form 990 Part IX lines 5 to 7. "Employees" is everyone who got a W-2 that year, full or part time. Form 990-EZ and 990-PF report pay differently; see About the data.
Leadership (15)
| Name | Title | Role | Hours/week | Total pay |
|---|---|---|---|---|
| Harold Roundtree | CEO | Officer | 40 | $2,594,846 |
| Terry Bishop | CFO | Officer | 40 | $452,564 |
| Gina Bloomfield | SVP CONTROLLER | Officer | 40 | $309,889 |
| Neda Gray | VICE CHAIRMAN | Board, Officer | 4 | None reported |
| Lyudmila Shapovalaov | TREASURER | Board, Officer | 4 | None reported |
| Chung Bothwell | BOARD CHAIRMAN | Board, Officer | 6 | None reported |
| Clay Smith | SECRETARY | Board, Officer | 4 | None reported |
| James Fisher | CHIEF TECHNOLOGY OFFICER | Key employee | 40 | $416,722 |
| Ivan Corey | DIRECTOR | Board | 4 | None reported |
| Peter Goldstein | DIRECTOR | Board | 4 | None reported |
| Lee Neely | DIRECTOR | Board | 4 | None reported |
| John Stein | DIRECTOR | Board | 4 | None reported |
| John Freeman | DIRECTOR | Board | 4 | None reported |
| Robin Morris | DIRECTOR | Board | 4 | None reported |
| Hugh Bussell | DIRECTOR | Board | 4 | None reported |
Top 10 paid people listed
These 9 people received $5,088,463, which is 47.2% of the $10,769,576 salary base shared by 124 employees.
| Name | Title | Role | Hours/week | From this org | From related orgs | Other pay | Total |
|---|---|---|---|---|---|---|---|
| Harold Roundtree | CEO | Officer | 40 | $1,971,179 | $0 | $623,667 | $2,594,846 |
| Terry Bishop | CFO | Officer | 40 | $288,089 | $0 | $164,475 | $452,564 |
| James Fisher | CHIEF TECHNOLOGY OFFICER | Key employee | 40 | $280,462 | $0 | $136,260 | $416,722 |
| Andrea F Johnson | CHIEF OPERATIONS OFFICER | Highly paid employee | 40 | $299,600 | $0 | $24,481 | $324,081 |
| Gina Bloomfield | SVP CONTROLLER | Officer | 40 | $282,022 | $0 | $27,867 | $309,889 |
| Blair Conner | CHIEF CREDIT OFFICER | Highly paid employee | 40 | $271,936 | $0 | $18,378 | $290,314 |
| April Ingram | CHIEF PEOPLE OFFICER | Highly paid employee | 40 | $241,262 | $0 | $36,317 | $277,579 |
| Fidela Hernandez | VP OF OPERATIONS | Highly paid employee | 40 | $187,440 | $0 | $44,407 | $231,847 |
| Antero Soriano | VP MEMBER SERVICES | Highly paid employee | 40 | $169,383 | $0 | $21,238 | $190,621 |
Sources
- IRS e-file return 202503219349319620 (Form 990, period ending 2024-12-31): readable copy at ProPublica Nonprofit Explorer
- IRS Tax Exempt Organization Search for EIN 94-1404327
- Organization website (as filed): www.unclecu.org