EIN 94-1243656

Excite Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
159
Year formed
1952
Most recent tax filings
2022-12-01
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
$32,546,340
2022
Total expenses
$28,915,227
2022
Total assets
$720,500,856
2022
Num. employees
159
2022

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
Excite FoundationTo Raise Funds That Support Charitable Organizations That Benefit Communities Served By Excite Credit Union$48,000
Bill Wilson Center (BWC)To Support the Communiy By Serving Youth and Families Through Counseling, Housing, Education, and Advocacy$20,000
Christmas in the ParkTo Expand, Develop, Promote and Encourage Community Participation in the Christmas in the Park Displays in San Jose.$20,000
...and 4 more grants made

Personnel at Excite Credit Union

NameTitleCompensation
Brian DorcyPresident and Chief Executive Officer$397,155
Kelly BurkeBoard Member
Kevin AlsupPast Senior Vice President , Technology Solutions / Senior Vice President It / Senior Vice President , Technology$224,612
Monaka JacksonSenior Mortgage Loan Originator$291,656

Financials for Excite Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$30,171,584
Investment income and dividends$2,292,589
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$82,167
Total revenues$32,546,340

Form 990s for Excite Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-08990View PDF
2021-122022-11-14990View PDF
2020-122021-11-10990View PDF
2019-122021-06-25990View PDF
2018-122020-06-17990OView PDF
...and 9 more Form 990s
Data update history
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
August 6, 2023
Updated personnel
Identified 3 new personnel
July 5, 2023
Used new vendors
Identified 8 new vendors, including , , , , , , , and
Nonprofit Types
Credit 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
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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