EIN 94-1243656

Excite Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
160
Year formed
1952
Most recent tax filings
2023-12-01
Description
Alliance Credit Union is a cooperative organization with a mission to promote thrift and savings among its members. It also aims to provide a source of credit for them at interest rates set by the Board of Directors, while offering opportunities for members to use and enjoy various services such as consumer loans, checking/savings accounts and attractive CD rates. Alliance Credit Union is located in San Jose, CA.
Related structure
Excite Credit Union is child organization, under the parent exemption from Credit Unions in the State of California.
Also known as...
Credit Unions in the State of California; Fka Alliance Credit Union
Total revenues
$40,865,548
2023
Total expenses
$38,489,692
2023
Total assets
$702,664,031
2023
Num. employees
160
2023

Program areas at Excite Credit Union

Achievement of satisfactory services provided to members in connection with consumer loans, i.e., auto loans, visa and personal lines of Credit.
Member satisfaction in connection with services pertaining to checking/savings accounts, attractive cd rates, ira and similar accounts.
Accomplishment of target goals in connection with provision of mortgage loan products to existing members.

Grants made by Excite Credit Union

GranteeGrant descriptionAmount
School of Arts and Culture at MHPTo Assist the School in Promoting Creativity in the Commmunity.$107,500
Somos MayfairTo Assist Families in the Community Fight Systemic Inequities.$45,100
Excite FoundationTo Raise Funds That Support Charitable Organizations That Benefit Communities Served By Excite Credit Union.$40,221
...and 8 more grants made

Personnel at Excite Credit Union

NameTitleCompensation
Brian DorcyPresident and Chief Executive Officer$397,155
Kelly BurkeBoard Member
Tim FurlongVice President , Finance / Vice President Finance$173,856
Alexis HoangBoard Member
Kevin AlsupPast Senior Vice President , Technology Solutions / Senior Vice President It / Senior Vice President , Technology$224,612
...and 1 more key personnel

Financials for Excite Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$33,004,898
Investment income and dividends$3,711,810
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$4,148,840
Total revenues$40,865,548

Form 990s for Excite Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-12990View PDF
2022-122023-11-08990View PDF
2021-122022-11-14990View PDF
2020-122021-11-10990View PDF
2019-122021-06-25990View PDF
...and 10 more Form 990s

Organizations like Excite Credit Union

OrganizationLocationRevenue
Educational Employees Credit UnionFresno, CA$167,213,088
San Mateo Credit Union (SMCU)Redwood City, CA$88,263,104
Financial Partners Credit UnionDowney, CA$112,970,824
Credit Union of Southern CaliforniaAnaheim, CA$179,480,392
Coast Central Credit UnionEureka, CA$85,336,490
Pacific Service Credit UnionConcord, CA$63,244,667
CoastHills Credit UnionSanta Maria, CA$95,869,457
Valley First Credit UnionModesto, CA$57,186,497
America's Christian Credit UnionGlendora, CA$34,130,272
Ventura County Credit UnionVentura, CA$66,662,060
Data update history
January 15, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 5, 2025
Used new vendors
Identified 1 new vendor, including
January 23, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 2, 2024
Used new vendors
Identified 1 new vendor, including
August 7, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsCredit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
151 Bernal Rd
San Jose, CA 95119
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Website URL
excitecu.org/ 
Phone
(408) 265-7322
Facebook page
alliancecu 
IRS details
EIN
94-1243656
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1952
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
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