EIN 94-1404327

Uncle Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
150
Year formed
1957
Most recent tax filings
2022-12-01
Description
To provide members with secure, competitive financial services in the most effective and personalized environment possible. To be the first choice for exceptional financial services through great people.
Related structure
Uncle Credit Union is child organization, under the parent exemption from Credit Unions in the State of California.
Total revenues
$29,745,355
2022
Total expenses
$29,037,363
2022
Total assets
$734,869,392
2022
Num. employees
150
2022

Program areas at Uncle Credit Union

The Credit Union provided 36,816 deposit accounts to 36,616 members as of december 31, 2022. In 2022, 17,172 loans were made to members.
Members may open the following deposit accounts:savings, checking, money market, ira, term certificates of deposit, youth deposit accounts.
Loans available to members include auto, Credit card, personal, home equity, and first mortgages.

Grants made by Uncle Credit Union

GranteeGrant descriptionAmount
Livermore Lab FoundationProvide Financial Support for Scientific Research, Technology Development and Educational Endeavors.$5,000

Personnel at Uncle Credit Union

NameTitleCompensation
Harold RoundtreePresident and Chief Executive Officer$1,324,104
Andrea F JohnsonSenior Vice President and Chief Operating Officer / Sales and SVC Director$240,954
Dree JohnsonSenior Vice President , Chief Operating Officer
Terry BishopSenior Vice President , Chief Financial Officer$209,303
James FisherSenior Vice President , Chief Technology Officer$538,598
...and 4 more key personnel

Financials for Uncle Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$28,388,342
Investment income and dividends$1,357,013
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$0
Total revenues$29,745,355

Form 990s for Uncle Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990View PDF
2021-122022-10-07990View PDF
2020-122021-11-15990View PDF
2018-122019-12-20990View PDF
2017-122019-03-15990View PDF
...and 8 more Form 990s

Organizations like Uncle Credit Union

OrganizationLocationRevenue
Schools Financial Credit UnionSacramento, CA$101,261,825
North Island Financial Credit UnionSan Diego, CA$57,702,150
Pacific Postal Credit Union (PPCU)San Jose, CA$10,516,194
First Imperial Credit Union (FICU)El Centro, CA$10,509,894
San Mateo Credit Union (SMCU)Redwood City, CA$70,068,460
University Credit UnionLos Angeles, CA$44,807,900
Heritage Community Credit Union (HCCU)Rancho Cordova, CA$12,093,694
Priority One Credit UnionSouth Pasadena, CA$12,141,241
Provident Credit UnionRedwood City, CA$112,950,041
Southland Credit UnionLos Alamitos, CA$39,973,545
Data update history
January 18, 2024
Posted financials
Added Form 990 for fiscal year 2022
August 10, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 12, 2023
Posted financials
Added Form 990 for fiscal year 2020
July 6, 2023
Used new vendors
Identified 5 new vendors, including , , , , and
June 29, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
No characteristics found
General information
Address
2100 Las Positas CT
Livermore, CA 94550
Metro area
San Francisco-Oakland-Berkeley, CA
County
Alameda County, CA
Website URL
unclecu.org/ 
Phone
(925) 447-5001
Facebook page
UNCLECreditUnion 
IRS details
EIN
94-1404327
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1957
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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