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EIN 94-6093763

Upward Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
15
City
Burlingame
State
California
Year formed
1956
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
United Health Credit Union is a cooperative organization with a mission to promote thrift and savings among its members, provide credit at rates set by the board of directors, and allow members to use and control their own money. The credit union has converted from an eft service provider to co-op financial services, offering additional digital payment options like digital wallets. It is based in Burlingame, CA.
Related structure
Upward Credit Union is child organization, under the parent exemption from Credit Unions in the State of California.
Also known as...
United Health Credit Union; Credit Unions in the State of California
Total revenues
$3,887,245
2023
Total expenses
$3,624,049
2023
Total assets
$94,183,458
2023
Num. employees
15
2023

Program areas at Upward Credit Union

Converted eft service provider to co-op financial services providing more digital payment options for our members, such as digital wallets.

Who funds Upward Credit Union

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
California Credit Union LeagueTo Support the Credit Union Achieve Their Core Values and Commitment.$6,895

Personnel at Upward Credit Union

NameTitleCompensation
Jason Mertz-PrickettPresident and Chief Executive Officer$186,203
Carol Linda WhitePast Former President and Chief Executive Officer$195,312
Linda WhitePast Chief Executive Officer
Paul LindsleyChief Financial Officer$114,671
Cyndee LemonChief Operating Officer$83,651

Financials for Upward Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$3,306,635
Investment income and dividends$580,610
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$3,887,245

Form 990s for Upward Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-11990View PDF
2022-122023-10-02990View PDF
2021-122022-10-11990View PDF
2020-122021-09-09990View PDF
2019-122021-06-07990View PDF
...and 10 more Form 990s

Organizations like Upward Credit Union

OrganizationLocationRevenue
South Bay Credit UnionRedondo Beach, CA$8,170,718
Rolling F Credit UnionTurlock, CA$2,005,747
1st Valley Credit UnionSan Bernardino, CA$1,408,634
Fresno Police Department Credit Union (FPDCU)Fresno, CA$1,520,851
First US Community Credit UnionSacramento, CA$17,991,070
Alta Vista Credit UnionRedlands, CA$11,695,246
Monterey Credit UnionMonterey, CA$12,967,037
Nikkei Credit UnionGardena, CA$2,876,355
Priority One Credit UnionSouth Pasadena, CA$12,141,241
Heritage Community Credit Union (HCCU)Rancho Cordova, CA$12,093,694
Data update history
November 28, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
April 14, 2022
Updated personnel
Identified 3 new personnel
April 12, 2022
Posted financials
Added Form 990 for fiscal year 2020
October 2, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
1860 El Camino Real Suite 100
Burlingame, CA 94010
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Mateo County, CA
Website URL
upwardcu.org/ 
Phone
(650) 231-1300
IRS details
EIN
94-6093763
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1956
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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