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Uncle Credit Union

  • Livermore, CA
  • Tax-exempt since Jan. 1973
  • EIN: 94-1404327

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$39.1M (2023)

Expenses
$37.3M (2023)

Total Assets
$726M (2023)

Total Liabilities
$679M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,147,446
Expenses
$37,283,003
Net Income
$1,864,443
Net Assets
$46,954,819
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,804,612
94.0%
Investment Income $1,525,891
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $816,943
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,332,814
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $6,437,457
17.3%
Assets/Debt
Total Assets $726,002,844
Total Liabilities $679,048,025
Net Assets $46,954,819
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (President/Ceo) $1,060,941 $0 $563,349
Gina Bloomfield (Svp/Controller) $866,902 $0 $74,032
Andrea F Johnson (Svp/Coo) $275,011 $0 $23,218
James Fisher (Svp/Cto) $259,123 $0 $90,118
Terry Bishop (Svp/Cfo) $254,305 $0 $149,661
April Ingram (Svp/Cpo) $225,128 $0 $35,257
Blair Conner (Svp/Cco) $212,126 $0 $14,611
Travis Anway (Vp, Consumer Lending) $179,278 $0 $14,462
Chung Bothwell (Chairman) $0 $0 $0
Neda Gray (Vice Chairperson) $0 $0 $0
Lyudmila Shapovalov (Treasurer) $0 $0 $0
Clay Smith (Secretary) $0 $0 $0
John Stein (Director) $0 $0 $0
Lee Neely (Director) $0 $0 $0
Ivan Corey (Director) $0 $0 $0
Hugh Bussell (Director) $0 $0 $0
John Freeman (Director) $0 $0 $0
Robin Morris (Director) $0 $0 $0
Peter Goldstein (Director) $0 $0 $0
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990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,745,355
Expenses
$29,037,363
Net Income
$707,992
Net Assets
$46,965,142
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,388,342
95.4%
Investment Income $1,357,013
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,102,754
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $5,772,124
19.9%
Assets/Debt
Total Assets $734,869,392
Total Liabilities $687,904,250
Net Assets $46,965,142
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo/ President) $1,324,104 $0 $480,149
James Fisher (Svp/Cto) $538,598 $0 $97,898
Gina Bloomfield (Svp/Controller) $242,116 $0 $116,583
Andrea F Johnson (Svp/Coo) $240,954 $0 $29,324
Terry Bishop (Svp/Cfo) $209,303 $0 $31,148
Andrea Brooks (Vp Compliance & Audit) $188,076 $0 $34,331
April Ingram (Svp/Cpo) $185,978 $0 $29,886
Parker K Luciano (Avp Indirect Lending) $173,625 $0 $24,338
Chung Bothwell (Chairman) $0 $0 $0
Neda Gray (Vice Chairperson) $0 $0 $0
Lyudmila Shapovalov (Treasurer) $0 $0 $0
Clay Smith (Secretary) $0 $0 $0
John Stein (Director) $0 $0 $0
Lee Neely (Director) $0 $0 $0
Ivan Corey (Director) $0 $0 $0
Hugh Bussell (Director) $0 $0 $0
John Freeman (Director) $0 $0 $0
Robin Morris (Director) $0 $0 $0
Peter Goldstein (Director) $0 $0 $0
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990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,649,463
Expenses
$21,100,130
Net Income
$3,549,333
Net Assets
$52,687,316
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,494,348
95.3%
Investment Income $439,438
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,867
0.0%
Net Inventory Sales $0
Other Revenue $713,810
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,595,105
17.0%
Professional Fundraising Fees $0
Other Salaries and Wages $4,174,434
19.8%
Assets/Debt
Total Assets $635,989,388
Total Liabilities $583,302,072
Net Assets $52,687,316
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $2,181,442 $0 $689,287
Gina Bloomfield (Svp Finance & Operations) $238,134 $0 $108,708
Andrea F Johnson (Sales & Svc Director) $224,178 $0 $45,278
James Fisher (Vp Of It, Cto) $216,393 $0 $130,097
April Ingram (Vp Of Hr) $180,464 $0 $30,641
William Spearman (Svp Lending) $176,448 $0 $38,401
Andrea Brooks (Vp Of Compliance & Audit) $167,244 $0 $38,872
Fidela Hernandez (Vp Of Operations) $140,585 $0 $24,202
Terry Bishop (Vp/Cfo) $70,217 $0 $7,123
Chung Bothwell (Board Chairman) $0 $0 $0
John Stein (Board Vice Chairman) $0 $0 $0
Lyudmila Shapovalov (Treasurer) $0 $0 $0
Clay Smith (Secretary) $0 $0 $0
Lee Neely (Director) $0 $0 $0
Ivan Corey (Director) $0 $0 $0
Hugh Bussell (Director) $0 $0 $0
John Freeman (Director) $0 $0 $0
Neda Gray (Director) $0 $0 $0
Robin Morris (Director) $0 $0 $0
Peter Goldstein (Director) $0 $0 $0
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990
Filed on Oct. 7, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,797,681
Expenses
$21,554,923
Net Income
$4,242,758
Net Assets
$48,471,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,986,934
89.1%
Investment Income $581,527
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,229,220
8.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,230,322
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $5,026,196
23.3%
Assets/Debt
Total Assets $568,131,777
Total Liabilities $519,659,896
Net Assets $48,471,881
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $760,099 $0 $786,783
Jim Brown (Avp, Sales Manager) $286,027 $0 $18,917
Gina Bloomfield (Cfo) $235,459 $0 $99,410
Andrea Johnson (Sales & Svc Director) $206,263 $0 $20,046
James Fisher (Vp Of It, Cto) $200,330 $0 $121,451
Jatinder Kooner (Avp Mortgage Originations) $191,075 $0 $56,158
April Ingram (Vp Of Hr) $181,099 $0 $26,038
Karl Goin (Vp Marketing) $169,970 $0 $27,499
Chung Bothwell (Board Chairman) $0 $0 $0
John Stein (Board Vice Chairman) $0 $0 $0
Lyudmila Shapovalov (Treasurer) $0 $0 $0
Clay Smith (Secretary) $0 $0 $0
Lee Neely (Director) $0 $0 $0
Ivan Corey (Director) $0 $0 $0
Hugh Bussell (Director) $0 $0 $0
John Freeman (Director) $0 $0 $0
Neda Gray (Director) $0 $0 $0
Robin Morris (Director) $0 $0 $0
Peter Goldstein (Director) $0 $0 $0
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990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,404,674
Expenses
$19,375,155
Net Income
$4,029,519
Net Assets
$44,498,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,731,237
92.8%
Investment Income $1,557,586
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $98,606
0.4%
Net Inventory Sales $0
Other Revenue $17,245
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,667,948
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $4,344,745
22.4%
Assets/Debt
Total Assets $481,324,856
Total Liabilities $436,826,206
Net Assets $44,498,650
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $443,200 $0 $423,711
Gina Bloomfield (Cfo) $227,137 $0 $73,608
James Fisher (Vp Of It) $195,077 $0 $112,745
Andrea Johnson (Sales & Svc Director) $168,339 $0 $22,113
April Ingram (Vp Of Hr) $166,153 $0 $24,905
Frank Michael Former (Branch Manager) $165,000 $0 $0
Jim Brown (Avp, Sales Manager) $159,422 $0 $21,088
Andrea Brooks (Vp Risk Management) $143,620 $0 $40,415
Chung Bothwell (Board Chairman) $0 $0 $0
John Stein (Board Vice Chairman) $0 $0 $0
Lee Neely (Treasurer) $0 $0 $0
Ivan Corey (Secretary) $0 $0 $0
Mila Shapovalov (Director) $0 $0 $0
Hugh Bussell (Director) $0 $0 $0
John Freeman (Director) $0 $0 $0
Clay Smith (Director) $0 $0 $0
Neda Gray (Director) $0 $0 $0
Robin Morris (Director) $0 $0 $0
Peter Goldstein (Director) $0 $0 $0
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990
Filed on Nov. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,154,689
Expenses
$18,331,632
Net Income
$2,823,057
Net Assets
$39,903,455
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,330,305
86.6%
Investment Income $1,813,021
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,011,363
4.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,212,572
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,626,158
19.8%
Assets/Debt
Total Assets $448,146,651
Total Liabilities $408,243,196
Net Assets $39,903,455
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gina Bloomfield (Cfo) $522,571 $0 $97,516
Frank Michael Former (Branch Manager) $455,000 $0 $0
Harold Roundtree (Ceo) $418,631 $0 $236,916
James Fisher (Cto) $199,278 $0 $106,329
April Ingram (Vp Of Hr) $165,307 $0 $25,170
Andrea Johnson (Sales & Svc Director) $158,862 $0 $20,761
Andrea Brooks (Vp Risk Management) $147,548 $0 $38,897
Jaclyn Howard (Vp Lending) $145,375 $0 $39,349
Chung Bothwell (Board Chairman) $0 $0 $0
Randy Werner (Board Vice Chairman) $0 $0 $0
Mila Shapovalov (Secretary) $0 $0 $0
Lee Neely (Treasurer) $0 $0 $0
John Stein (Board Member) $0 $0 $0
John Freeman (Board Member) $0 $0 $0
Ivan Corey (Board Member) $0 $0 $0
Ellen Raber (Board Member) $0 $0 $0
Hugh Bussell (Board Member) $0 $0 $0
Neda Gray (Supr Cmte Chairman) $0 $0 $0
Robin Morris (Supr Cmte Member) $0 $0 $0
Barbara Brooks (Supr Cmte Member) $0 $0 $0
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990
Filed on Nov. 5, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,128,334
Expenses
$14,106,386
Net Income
$3,021,948
Net Assets
$35,563,641
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,916,435
87.1%
Investment Income $2,200,502
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,397
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,493,779
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $3,243,537
23.0%
Assets/Debt
Total Assets $403,118,683
Total Liabilities $367,555,042
Net Assets $35,563,641
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $385,267 $0 $234,426
Gina Bloomfield (Cfo) $198,070 $0 $104,925
James Fisher (Cto) $186,482 $0 $101,817
April Black (Vp Of Human Resources) $161,029 $0 $24,688
Sarah Samuel (Vp Sales & Marketing) $158,391 $0 $25,369
Andrea Johnson (Sales & Svc Director) $148,335 $0 $21,498
Jaclyn Howard (Vp Lending) $130,000 $0 $42,359
Andrea Brooks (Vp Risk Management) $126,205 $0 $38,527
Chung Bothwell (Board Chairman) $0 $0 $0
Randy Werner (Board Vice Chairman) $0 $0 $0
Mila Shapovalov (Secretary) $0 $0 $0
Lee Neely (Treasurer) $0 $0 $0
John Stein (Board Member) $0 $0 $0
John Freeman (Board Member) $0 $0 $0
Ivan Corey (Board Member) $0 $0 $0
Ellen Raber (Board Member) $0 $0 $0
Hugh Bussell (Board Member) $0 $0 $0
Neda Gray (Supr Cmte Chairman) $0 $0 $0
Robin Morris (Supr Cmte Member) $0 $0 $0
Barbara Brooks (Supr Cmte Member) $0 $0 $0
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990
Filed on Nov. 10, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,296,681
Expenses
$12,735,378
Net Income
$1,561,303
Net Assets
$32,477,714
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,817,129
89.7%
Investment Income $1,469,008
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $881
0.0%
Net Inventory Sales $0
Other Revenue $9,663
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,677,599
13.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,899,196
22.8%
Assets/Debt
Total Assets $363,130,496
Total Liabilities $330,652,782
Net Assets $32,477,714
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $600,467 $0 $270,804
James Fisher (Cto) $185,312 $0 $97,330
Gina Bloomfield (Cfo) $184,089 $0 $103,649
April Black (Vp Of Human Resources) $162,515 $0 $21,339
Sarah Samuel (Vp Sales & Marketing) $149,035 $0 $33,699
Andrea Johnson (Sales & Svc Director) $140,696 $0 $16,782
Jaclyn Howard (Vp Lending) $133,009 $0 $42,757
Andrea Brooks (Vp Risk Management) $122,476 $0 $35,749
Chung Bothwell (Board Chairman) $0 $0 $0
Randy Werner (Board Vice Chairman) $0 $0 $0
Mila Shapovalov (Secretary) $0 $0 $0
Lee Neely (Treasurer) $0 $0 $0
John Stein (Board Member) $0 $0 $0
Ellen Raber (Board Member) $0 $0 $0
John Freeman (Board Member) $0 $0 $0
Ivan Corey (Board Member) $0 $0 $0
Hugh Bussell (Board Member) $0 $0 $0
Mark Weiss (Supr Cmte Chairman) $0 $0 $0
Neda Gray (Supr Cmte Member) $0 $0 $0
Robin Morris (Supr Cmte Member) $0 $0 $0
Barbara Brooks (Supr Cmte Member) $0 $0 $0
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990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,455,962
Expenses
$11,649,612
Net Income
$1,806,350
Net Assets
$31,155,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,366,589
84.5%
Investment Income $1,592,020
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $290,167
2.2%
Net Inventory Sales $0
Other Revenue $207,186
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,319,387
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,097,196
26.6%
Assets/Debt
Total Assets $327,178,028
Total Liabilities $296,022,065
Net Assets $31,155,963
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $308,297 $0 $282,989
Gina Bloomfield (Cfo) $179,858 $0 $110,908
James Fisher (Cto) $176,916 $0 $85,546
Sarah Samuel (Vp Sales & Marketing) $150,036 $0 $29,170
April Black (Vp Of Human Resources) $145,341 $0 $26,979
Jaclyn Howard (Vp Lending) $124,461 $0 $50,255
Andrea Johnson (Sales & Svc Director) $123,868 $0 $23,840
Andrea Brooks (Vp Risk Management) $110,610 $0 $23,464
Chung Bothwell (Board Chairman) $0 $0 $0
Randy Werner (Board Vice Chairman) $0 $0 $0
Lee Neely (Secretary) $0 $0 $0
John Stein (Treasurer) $0 $0 $0
Ellen Raber (Board Member) $0 $0 $0
John Freeman (Board Member) $0 $0 $0
Ivan Corey (Board Member) $0 $0 $0
Sheryl Goodman (Board Member) $0 $0 $0
Mila Shapovalov (Board Member) $0 $0 $0
Mark Weiss (Supr Cmte Chairman) $0 $0 $0
Neda Gray (Supr Cmte Member) $0 $0 $0
Robin Morris (Supr Cmte Member) $0 $0 $0
Barbara Brooks (Supr Cmte Member) $0 $0 $0
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990
Filed on Sept. 1, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,255,604
Expenses
$11,094,772
Net Income
$1,160,832
Net Assets
$31,348,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,495,078
85.6%
Investment Income $1,673,029
13.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$70,427
Net Inventory Sales $0
Other Revenue $157,924
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,258,509
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,026,975
27.3%
Assets/Debt
Total Assets $295,291,965
Total Liabilities $263,943,655
Net Assets $31,348,310
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $293,499 $0 $279,535
James Fisher (Cto) $177,727 $0 $29,514
Gina Bloomfield (Cfo) $174,191 $0 $93,477
April Black (Vp Of Human Resources) $138,730 $0 $22,592
Sarah Samuel (Vp Sales & Marketing) $130,571 $0 $32,552
Jaclyn Howard (Vp Lending) $119,772 $0 $39,840
Andrea Johnson (Sales & Svc Director) $115,332 $0 $18,209
Kim Heath (Mortgage Consultant) $108,687 $0 $37,803
Chung Bothwell (Board Chairman) $0 $0 $0
Randy Werner (Board Vice Chairman) $0 $0 $0
Lee Neely (Secretary) $0 $0 $0
John Stein (Treasurer) $0 $0 $0
Sharice Tippens (Board Member) $0 $0 $0
John Freeman (Board Member) $0 $0 $0
Ivan Corey (Board Member) $0 $0 $0
Sheryl Goodman (Board Member) $0 $0 $0
Mila Shapovalov (Board Member) $0 $0 $0
Mark Weiss (Supr Cmte Chairman) $0 $0 $0
Neda Gray (Supr Cmte Member) $0 $0 $0
Robin Morris (Supr Cmte Member) $0 $0 $0
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990
Filed on Nov. 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,286,387
Expenses
$10,264,679
Net Income
$2,021,708
Net Assets
$29,018,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,055,965
81.8%
Investment Income $1,622,862
13.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,158
Net Inventory Sales $0
Other Revenue $612,718
5.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $970,066
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,793,035
27.2%
Assets/Debt
Total Assets $277,354,107
Total Liabilities $248,335,153
Net Assets $29,018,954
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Harold Roundtree (Ceo) $286,391 $0 $274,115
Gina Bloomfield (Cfo) $153,623 $0 $83,882
James Fisher (Cto) $150,569 $0 $25,176
Martin Peterson (Mortgage Consultant) $139,441 $0 $27,408
April Black (Vp Of Human Resources) $129,949 $0 $18,494
Andrea Johnson (Sales & Svc Director) $110,093 $0 $17,128
Chung Bothwell (Board Chairman) $0 $0 $0
Randy Werner (Board Vice Chairman) $0 $0 $0
Lee Neely (Secretary) $0 $0 $0
Monica Potter (Treasurer) $0 $0 $0
John Stein (Board Member) $0 $0 $0
John Freeman (Board Member) $0 $0 $0
Ivan Corey (Board Member) $0 $0 $0
Sheryl Goodman (Board Member) $0 $0 $0
Clark Conover (Board Member) $0 $0 $0
Mark Weiss (Supr Cmte Chairman) $0 $0 $0
Neda Gray (Supr Cmte Member) $0 $0 $0
Robin Morris (Supr Cmte Member) $0 $0 $0
Mark Tarte (Supr Cmte Member) $0 $0 $0
Lyudmila Shapovalov (Supr Cmte Member) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,441,756
Expenses
$9,683,070
Net Income
$2,758,686
Net Assets
$28,600,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,583,297
52.9%
Investment Income $1,852,135
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$95,883
Net Inventory Sales $0
Other Revenue $4,102,207
33.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $559,095
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,931,562
30.3%
Assets/Debt
Total Assets $259,405,199
Total Liabilities $230,804,786
Net Assets $28,600,413

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,636,593
Expenses
$9,530,906
Net Income
$4,105,687
Net Assets
$25,185,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,528,743
55.2%
Investment Income $2,136,824
15.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$148,175
Net Inventory Sales $0
Other Revenue $4,119,201
30.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,074,183
32.3%
Assets/Debt
Total Assets $239,696,966
Total Liabilities $214,511,374
Net Assets $25,185,592

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated