AUMdb

Uncle Credit Union

EIN 941404327 · 501(c)(14) · Public charity · Livermore, CA · recognized 1973

Assets
$746M
Revenue
$42.9M
Expenses
$42.2M
Investment income
$3.1M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Harold Roundtree Ceo $1,971,179 $623,667
Andrea F Johnson Chief operations officer $299,600 $24,481
Terry Bishop Cfo $288,089 $164,475
Gina Bloomfield Svp controller $282,022 $27,867
James Fisher Chief technology officer $280,462 $136,260
Blair Conner Chief credit officer $271,936 $18,378
April Ingram Chief people officer $241,262 $36,317
Fidela Hernandez Vp of operations $187,440 $44,407
Antero Soriano Vp member services $169,383 $21,238
Hugh Bussell Director $0 $0
Robin Morris Director $0 $0
John Freeman Director $0 $0
John Stein Director $0 $0
Lee Neely Director $0 $0
Peter Goldstein Director $0 $0
Ivan Corey Director $0 $0
Clay Smith Secretary $0 $0
Chung Bothwell Board chairman $0 $0
Lyudmila Shapovalaov Treasurer $0 $0
Neda Gray Vice chairman $0 $0