Upward Credit Union FKA United Health Credit Union
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, upward 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.
Upward Credit Union FKA United Health Credit Union at a glance
In short: Upward Credit Union FKA United Health Credit Union gave $6K across 1 grant in 2024 (avg $6K), mostly in California. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $6,000
- Grants made (2024)
- 1
- Average grant
- $6,000
- Median grant
- $6,000
- Total assets
- $94,012,475
- -0.2% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Upward Credit Union FKA United Health Credit Union funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Mills-Peninsula Hospital Foundation ($6K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mills-Peninsula Hospital Foundation Sacramento, CA | To assist in improving patient care, advancing medical programs, and promoting community health. | $6,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $94,012,475 | $4,688,101 | $4,304,148 | $6,000 | 1 | $901,195 |
| 2023 | $94,183,458 | $3,887,245 | $3,624,049 | — | — | $580,610 |
| 2022 | $93,358,986 | $3,232,601 | $3,071,754 | — | — | $494,479 |
| 2021 | $102,007,793 | $3,082,501 | $2,994,704 | — | — | $459,781 |
| 2020 | $91,742,051 | $3,345,251 | $3,129,191 | — | — | $603,028 |
About Upward Credit Union FKA United Health Credit Union
Based on IRS filings
Upward Credit Union FKA United Health Credit Union is a public charity, based in Burlingame, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $94.0M in total assets. In 2024, it awarded 1 grant totaling $6K. Net investment income was $901K.
Leadership & Key People
Officers and directors from IRS filings
Upward Credit Union FKA United Health Credit Union is led by Jason Mertz-Prickett, President & CEO since 2022 (on filings since 2020); 2 of 14 officers listed in 2024 are compensated.
Officers on the 2024 filing
Jason Mertz-Prickett
President & CEO
Vice President of Operations → President & CEO, 2022
On filings since 2020
40 hrs/week
$103K (2020) → $211K (2024)
Theresa Chase
Supv Cmte Chair
On filings since 2020
2 hrs/week
No compensation reported
Annie Miller
Chair
On filings since 2021
2 hrs/week
No compensation reported
Karen Dawkins
Director
On filings since 2020
2 hrs/week
No compensation reported
Kaylyn Dawkins
Director
On filings since 2020
2 hrs/week
No compensation reported
Reed Graham
Director
On filings since 2020
2 hrs/week
No compensation reported
Ted Durkan Celentino
Director
Vice Chair → Director, 2024
On filings since 2020
2 hrs/week
No compensation reported
Matthew T. Ring
Director
On filings since 2023
2 hrs/week
No compensation reported
Anthony Chavira
COO
New on the 2024 filing
40 hrs/week
$146K (2024)
Abby Villavicencio
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Angela Davis
Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Ann Brown
Supv Cmte Member
On filings since 2020
2 hrs/week
No compensation reported
Clarence Dickerson
Supv Cmte Member
On filings since 2020
2 hrs/week
No compensation reported
Theodore Celentino
Vice Chair
New on the 2024 filing
2 hrs/week
No compensation reported
Former officers (5)
- Former: Denise R. Caldwell (2023) — Director
- Former: Annette Barraza (2020–2022) — Director
- Former: Carol Linda White (2020–2022) — Former President & CEO
- Former: Joan Latuff (2020–2022) — Director
- Former: Annie Oliveto (2020) — Chair
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $211K, to Jason Mertz-Prickett (President & CEO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Upward Credit Union FKA United Health Credit Union
How much does Upward Credit Union FKA United Health Credit Union give each year?
Upward Credit Union FKA United Health Credit Union gave $6K across 1 grant in 2024, according to its 2024 IRS Form 990.
How large is Upward Credit Union FKA United Health Credit Union?
Upward Credit Union FKA United Health Credit Union reported $94.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $4.7M.
Where does Upward Credit Union FKA United Health Credit Union operate?
Upward Credit Union FKA United Health Credit Union has awarded grants in California.
What is Upward Credit Union FKA United Health Credit Union's EIN?
Upward Credit Union FKA United Health Credit Union's EIN (Employer Identification Number) is 94-6093763. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Upward Credit Union FKA United Health Credit Union's focus areas in our free grants database
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