Civic Intelligence

Uncle Credit Union

990 • Fiscal year 2017 • EIN 94-1404327

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization ProfileWWW.UNCLECU.ORG

View Organization Page

2100 Las Positas CourtLivermore, CA 94551

(925) 447-5001

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.91x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

21.46x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$619,693

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2017

Asset Growth

85th percentile

11%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

20%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$403,118,683

Up $39,988,187 (+11%) from 2016

Net Assets

Up

$35,563,641

Up $3,085,927 (+9.5%) from 2016

Liabilities

Up

$367,555,042

Up $36,902,260 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin72nd percentile

Revenue

Up

$17,128,334

Up $2,831,653 (+20%) from 2016

Expenses

Up

$14,106,386

Up $1,371,008 (+11%) from 2016

Net Income

Up

$3,021,948

Up $1,460,645 (+94%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2010: $227,350,713Liabilities 2010: $207,303,435Net Assets 2010: $20,047,2782010Assets 2011: $239,696,966Liabilities 2011: $214,511,374Net Assets 2011: $25,185,5922011Assets 2012: $259,405,199Liabilities 2012: $230,804,786Net Assets 2012: $28,600,4132012Assets 2013: $277,354,107Liabilities 2013: $248,335,153Net Assets 2013: $29,018,9542013Assets 2014: $295,291,965Liabilities 2014: $263,943,655Net Assets 2014: $31,348,3102014Assets 2015: $327,178,028Liabilities 2015: $296,022,065Net Assets 2015: $31,155,9632015Assets 2016: $363,130,496Liabilities 2016: $330,652,782Net Assets 2016: $32,477,7142016Assets 2017: $403,118,683Liabilities 2017: $367,555,042Net Assets 2017: $35,563,6412017Assets 2018: $448,146,651Liabilities 2018: $408,243,196Net Assets 2018: $39,903,4552018Assets 2019: $481,324,856Liabilities 2019: $436,826,206Net Assets 2019: $44,498,6502019Assets 2020: $568,131,777Liabilities 2020: $519,659,896Net Assets 2020: $48,471,8812020Assets 2021: $635,989,388Liabilities 2021: $583,302,072Net Assets 2021: $52,687,3162021Assets 2022: $734,869,392Liabilities 2022: $687,904,250Net Assets 2022: $46,965,1422022Assets 2023: $726,002,844Liabilities 2023: $679,048,025Net Assets 2023: $46,954,8192023Assets 2024: $746,045,550Liabilities 2024: $696,583,603Net Assets 2024: $49,461,9472024

Highlighted filing

2017

Assets$403,118,683
Liabilities$367,555,042
Net Assets$35,563,641
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Expenses 2010: $13,603,1552010Revenue 2011: $13,636,593Expenses 2011: $9,530,906Net Income 2011: $4,105,6872011Revenue 2012: $12,441,756Expenses 2012: $9,683,070Net Income 2012: $2,758,6862012Revenue 2013: $12,286,387Expenses 2013: $10,264,679Net Income 2013: $2,021,7082013Revenue 2014: $12,255,604Expenses 2014: $11,094,772Net Income 2014: $1,160,8322014Revenue 2015: $13,455,962Expenses 2015: $11,649,612Net Income 2015: $1,806,3502015Revenue 2016: $14,296,681Expenses 2016: $12,735,378Net Income 2016: $1,561,3032016Revenue 2017: $17,128,334Expenses 2017: $14,106,386Net Income 2017: $3,021,9482017Revenue 2018: $21,154,689Expenses 2018: $18,331,632Net Income 2018: $2,823,0572018Revenue 2019: $23,404,674Expenses 2019: $19,375,155Net Income 2019: $4,029,5192019Revenue 2020: $25,797,681Expenses 2020: $21,554,923Net Income 2020: $4,242,7582020Revenue 2021: $24,649,463Expenses 2021: $21,100,130Net Income 2021: $3,549,3332021Revenue 2022: $29,745,355Expenses 2022: $29,037,363Net Income 2022: $707,9922022Revenue 2023: $39,147,446Expenses 2023: $37,283,003Net Income 2023: $1,864,4432023Revenue 2024: $42,945,421Expenses 2024: $42,153,211Net Income 2024: $792,2102024

Highlighted filing

2017

Revenue$17,128,334
Expenses$14,106,386
Net Income$3,021,948
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$17,128,334
Mission and Program Overview

Mission

A cooperative, organized for the purpose of promoting thrift andsavings 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 conductsits business for the mutual benefit and general welfare of itsmembers with the earnings, savings, benefits, or services of the credit union being distributed to its members as patrons.

A cooperative, organized for the purpose of promoting thrift and savings among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$265,453,148$303,301,322▲ $37,848,174
Savings and Temporary Cash Investments$35,625,563$45,309,080▲ $9,683,517
Rtn Earn Endowment Incm Other Fnds$32,477,714$35,563,641▲ $3,085,927
Investments in Publicly Traded Securities$39,877,434$30,588,708▼ $9,288,726
Land, Buildings, and Equipment, Net$3,934,370$4,017,606▲ $83,236
Prepaid Expenses and Deferred Charges$3,835,770$3,891,880▲ $56,110
Cash and Non-Interest-Bearing Accounts$3,420,820$3,719,499▲ $298,679
Receivables From Officers Etc$1,744,734$1,850,991▲ $106,257
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$363,130,496$403,118,683▲ $39,988,187
Other Assets Total$9,238,657$10,439,597▲ $1,200,940
Liabilities
Other Liabilities$326,654,061$363,187,043▲ $36,532,982
Accounts Payable and Accrued Expenses$3,998,721$4,367,999▲ $369,278
Total Liabilities$330,652,782$367,555,042▲ $36,902,260
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,477,714$35,563,641▲ $3,085,927
Total Liabilities and Net Assets / Fund Balance$363,130,496$403,118,683▲ $39,988,187

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$878,923$3,665,589$4,544,512
Buildings$1,637,222$1,742,471$3,379,693
Leasehold Improvements$551,662$893,841$1,445,503
Land$949,799-$949,799
Investment Program Related Org$3,284,677--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold RoundtreeCEOFT$321,703$297,990$619,693
Gina BloomfieldCFOFT$179,339$123,656$302,995
James FisherCTOFT$172,750$115,549$288,299
April BlackVP of Human ResourcesFT$148,450$37,267$185,717
Sarah SamuelVP Sales & MarketingFT$123,041$60,719$183,760
Jaclyn HowardVP LendingFT$129,420$42,939$172,359
Andrea JohnsonSales & Svc DirectorFT$133,772$36,061$169,833
Andrea BrooksVP Risk ManagementFT$115,323$49,409$164,732

Board Members and Trustees

NameTitle
Chung BothwellBoard Chairman
Neda GraySupr Cmte Chairman
Randy WernerBoard Vice Chairman
Ellen RaberBoard Member
Hugh BussellBoard Member
Ivan CoreyBoard Member
John FreemanBoard Member
John SteinBoard Member
Mila ShapovalovSecretary
Barbara BrooksSupr Cmte Member
Robin MorrisSupr Cmte Member
Lee NeelyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Solar TechnologiesCommercial Solar Systems Services14 BETA CT, San Ramon, CA 94583$384,943
Jack Henry & Associates INCInformation Processing SolutionsPO BOX 609, Monett, MO 65708$340,487
Kasasa LtdProgram Services4516 SETON CENTER PARKWAY STE 300, Austin, TX 78759$271,866
Wescom Resources Group LLCTechnology Services123 S MARENGO AVENUE, Pasadena, CA 91101$233,994
FtsiAtm ServicesPO BOX 919, Monrovia, CA 91017$176,660
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,916,435
Investment Income
$2,200,502
Other Revenue
$11,397
Change in Net Assets
$3,021,948

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,123,847
Revenue Not Reported on Financial Statements
$4,487
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$4,487
Total Revenue per Audited Statements
$17,123,847
Total Revenue per Form 990
$17,128,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,131,515
Salaries, Compensation, and Employee Benefits$5,953,046
Grants and Similar Amounts Paid$21,825
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,243,537
Current Officers, Directors, Trustees, and Key Employees---$1,493,779
Office Expenses---$1,322,918
Interest---$1,258,850
Information Technology---$1,066,523
Other Employee Benefits---$729,199
Fees for Services Legal---$696,414
Advertising---$637,681
Occupancy---$559,538
Depreciation Depletion---$459,301
Payroll Taxes---$378,184
Fees for Services Other---$302,164
Travel---$209,869
Pension Plan Contributions---$108,347
Other Expenses---$38,783
Insurance---$29,463
Grants to Domestic Orgs---$21,825
Total Functional Expenses$0$0$0$14,106,386

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,106,386
Total Expenses per Audited Statements$14,106,386
Total Expenses per Form 990$14,106,386
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,744,734$1,850,991▲ $106,257
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Members Shares and Deposits$363,187,043
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Uncle credit union is a cooperative financial institution that is owned and controlled by its members, and operated for the purpose of promoting thrift and savings to its members. Uncle credit union does not have stockholders.”

Form 990, Part VI, Section A, Line 7A

“The governing board of uncle credit union is comprised of volunteer members who are directly elected by its members.”

Form 990, Part VI, Section A, Line 7B

“At the end of each term of the board members, elections are held and board members are voted by the members of the credit union pursuant to its by-laws. Member votes are also required to ratify decisions dealing with reorganizations as in the of the merger or dissolution.”

Form 990, Part VI, Section B, Line 11B

“A review of the form 990 is performed by the internal audit and compliance department. The internal audit and compliance department reports to an independent oversight committee. Form 990 is also provided to the governing body.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest policy and whistle blower policy is in effect. Every year the governing body and employees complete a detailed questionnaire pertaining to conflict of interest. The internal audit and compliance department monitors activity associated with these policies to ensure all cases are resolved appropriately. The internal audit and compliance department reports to an independent oversight committee, not part of the governing body or management, and who represents the interests and well being of the credit union membership.”

Form 990, Part VI, Section B, Line 15

“Uncle credit union maintains a competitive salary range structure for all positions. The human resources department participates in certain salary surveys as appropriate for our industry, positions, asset size, employee size, and geographical locations. Salaries are based on grade levels that are determined by various factors such as organizational impact, education, experience, and etc.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available upon request. In addition, financial statements are posted publicly in the lobby of each of our branch locations and on the website at www.unclecu.org.”

Filing and Contact Details

Filer

Filer Name
Uncle Credit Union
EIN
94-1404327
Phone
9254475001
Address
2100 LAS POSITAS COURT, LIVERMORE, CA 94551

Signing Officer

Name
Gina Bloomfield
Title
CFO
Phone
9254475001
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harold Roundtree
Formed
1957
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
100
Volunteers
12

Preparer

Firm
Turner Warren Hwang & Conrad Acctcy
Address
100 NORTH FIRST ST STE 202, BURBANK, CA 91502
Preparer
Valentino Creus CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“CHANGE IN OCI 155,388.”

Form 990, Part XI, Line 2C

“The organization has not changed either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Fasb accounting standards codification 740-10-65, income taxes, provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the credit union's tax returns to determine whether the tax positions are "more likely than not" to be sustained "when challenged or "when examined" by the applicable tax authority. Tax positions deemed to not meet the more-likely-than-not threshold would be recorded as a tax expense and liability in the current year. For the year ended december 31, 2017, management has determined that the credit union has no material uncertain tax positions, and accordingly, the credit union has not recorded a liability for the payment of interest or penalties.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Prior period audit adjustment 4,487.”

Raw XML AppendixShowing 400 of 731 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12234426
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13104925
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14101817
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1525369
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1624688
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1721498
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1842359
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1938527
IRS990/Form990PartVIISectionAGrp/PersonNm0CHUNG BOTHWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1RANDY WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm2MILA SHAPOVALOV
IRS990/Form990PartVIISectionAGrp/PersonNm3LEE NEELY
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6IVAN COREY
IRS990/Form990PartVIISectionAGrp/PersonNm7ELLEN RABER
IRS990/Form990PartVIISectionAGrp/PersonNm8HUGH BUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm9NEDA GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBIN MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm11BARBARA BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm12HAROLD ROUNDTREE
IRS990/Form990PartVIISectionAGrp/PersonNm13GINA BLOOMFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm15SARAH SAMUEL
IRS990/Form990PartVIISectionAGrp/PersonNm16APRIL BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm17ANDREA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm18JACLYN HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm19ANDREA BROOKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12385267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13198070
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14186482
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15158391
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16161029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17148335
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18130000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19126205
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUPR CMTE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPR CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPR CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CTO
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP SALES & MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt17SALES & SVC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP RISK MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021825
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017128334
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01066523
IRS990/InsuranceGrp/TotalAmt029463
IRS990/InterestGrp/TotalAmt01258850
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02200502
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02200502
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0265453148
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0303301322
IRS990/InvestmentsPubTradedSecGrp/BOYAmt039877434
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030588708
IRS990/IRPDocumentCnt03564
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06301901
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03934370
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04017606
IRS990/LandBldgEquipCostOrOtherBssAmt010319507
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT ANDSAVINGS 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 CONDUCTSITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITSMEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt032477714
IRS990/NetAssetsOrFundBalancesEOYAmt035563641
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-91409
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0559538
IRS990/OfficeExpensesGrp/TotalAmt01322918
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09238657
IRS990/OtherAssetsTotalGrp/EOYAmt010439597
IRS990/OtherChangesInNetAssetsAmt0155388
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0729199
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING FEES
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3OPERATING FEES
IRS990/OtherExpensesGrp/TotalAmt0870981
IRS990/OtherExpensesGrp/TotalAmt1498151
IRS990/OtherExpensesGrp/TotalAmt2180879
IRS990/OtherExpensesGrp/TotalAmt338783
IRS990/OtherLiabilitiesGrp/BOYAmt0326654061
IRS990/OtherLiabilitiesGrp/EOYAmt0363187043
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER NON-OPERATING INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011397
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011397
IRS990/OtherRevenueTotalAmt011397
IRS990/OtherSalariesAndWagesGrp/TotalAmt03243537
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0378184
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0108347
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03835770
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03891880
IRS990/PrincipalOfficerNm0HAROLD ROUNDTREE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010551294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12237175
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22026597
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010551294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12237175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22127966
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0101369
IRS990/ProgSrvcAccomActy2Grp/Desc0LOANS AVAILABLE TO MEMBERS INCLUDE AUTO, CREDIT CARD, PERSONAL, HOME EQUITY, AND FIRST MORTGAGES.
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERS MAY OPEN THE FOLLOWING DEPOSIT ACCOUNTS:SAVINGS, CHECKING, MONEY MARKET, IRA, TERM CERTIFICATES OF DEPOSIT, YOUTH DEPOSIT ACCOUNTS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt010495
IRS990/PYInvestmentIncomeAmt01469889
IRS990/PYOtherExpensesAmt06888525
IRS990/PYOtherRevenueAmt09663
IRS990/PYProgramServiceRevenueAmt012817129
IRS990/PYRevenuesLessExpensesAmt01561303
IRS990/PYSalariesCompEmpBnftPaidAmt05836358
IRS990/PYTotalExpensesAmt012735378
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014296681
IRS990/QuidProQuoContributionsInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt01744734
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01850991
IRS990/ReconcilationRevenueExpnssAmt03021948
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032477714
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt035563641
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035625563
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045309080
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01637222
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01742471
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03379693
IRS990ScheduleD/EquipmentGrp/BookValueAmt0878923
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03665589
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04544512
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt014106386
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt03246800
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt1743285
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt22592000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3293434560
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt43284677
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0DEPOSITS IN COMMERCIAL BANKS, S&LS, SAVINGS BANKS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1LOANS TO AND INVESTMENTS IN NATURAL PERSON CUS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2ALL OTHER INVESTMENTS

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$403,118,683
Liabilities
$367,555,042
Net assets
$35,563,641
Revenue
$17,128,334
Expenses
$14,106,386
Net income
$3,021,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$746$697$49.5$42.9$42.2$0.79
2023Detailed filing. Detailed filing data is available for this year.$726$679$47.0$39.1$37.3$1.86
2022Detailed filing. Detailed filing data is available for this year.$735$688$47.0$29.7$29.0$0.71
2021Detailed filing. Detailed filing data is available for this year.$636$583$52.7$24.6$21.1$3.55
2020Detailed filing. Detailed filing data is available for this year.$568$520$48.5$25.8$21.6$4.24
2019Detailed filing. Detailed filing data is available for this year.$481$437$44.5$23.4$19.4$4.03
2018Detailed filing. Detailed filing data is available for this year.$448$408$39.9$21.2$18.3$2.82
2017Detailed filing. Detailed filing data is available for this year.$403$368$35.6$17.1$14.1$3.02
2016Detailed filing. Detailed filing data is available for this year.$363$331$32.5$14.3$12.7$1.56
2015Detailed filing. Detailed filing data is available for this year.$327$296$31.2$13.5$11.6$1.81
2014Detailed filing. Detailed filing data is available for this year.$295$264$31.3$12.3$11.1$1.16
2013Detailed filing. Detailed filing data is available for this year.$277$248$29.0$12.3$10.3$2.02
2012Summary only. Only limited summary data is available for this year.$259$231$28.6$12.4$9.68$2.76
2011Summary only. Only limited summary data is available for this year.$240$215$25.2$13.6$9.53$4.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$227$207$20.0$13.6