Upward 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$94.0M
-0.2% YoY
Annual Giving
$6K
Grant Count
1
Avg Grant Size
$6K
About Upward Credit Union
Based on IRS filings
Upward Credit Union is a nonprofit organization, 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 grants totaling $6K. Net investment income was $901K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $94,012,475 | $94,183,458 | $93,358,986 |
| Revenue | $4,688,101 | $3,887,245 | $3,232,601 |
| Expenses | $4,304,148 | $3,624,049 | $3,071,754 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $901,195 | $580,610 | $494,479 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mills-peninsula Hospital Foundation ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MILLS-PENINSULA HOSPITAL FOUNDATION SACRAMENTO, CA | TO ASSIST IN IMPROVING PATIENT CARE, ADVANCING MEDICAL PROGRAMS, AND PROMOTING COMMUNITY HEALTH. | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNIE MILLER | CHAIR | 2 | — |
| THEODORE CELENTINO | VICE CHAIR | 2 | — |
| ANGELA DAVIS | TREASURER | 2 | — |
| ABBY VILLAVICENCIO | SECRETARY | 2 | — |
| REED GRAHAM | DIRECTOR | 2 | — |
| KAYLYN DAWKINS | DIRECTOR | 2 | — |
| KAREN DAWKINS | DIRECTOR | 2 | — |
| MATTHEW T RING | DIRECTOR | 2 | — |
| TED DURKAN CELENTINO | DIRECTOR | 2 | — |
| THERESA CHASE | SUPV CMTE CHAIR | 2 | — |
| ANN BROWN | SUPV CMTE MEMBER | 2 | — |
| CLARENCE DICKERSON | SUPV CMTE MEMBER | 2 | — |
| JASON MERTZ-PRICKETT | PRESIDENT & CEO | 40 | $211,177 |
| ANTHONY CHAVIRA | COO | 40 | $146,101 |
Frequently Asked Questions
How large is Upward Credit Union?
As of 2024, Upward Credit Union holds $94.0M in total assets with $4.7M in annual revenue. It awarded 1 grants totaling $6K in 2024.
Where does Upward Credit Union operate?
Upward Credit Union has awarded grants in California.
What size grants does Upward Credit Union award?
In 2024, Upward Credit Union awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.
What is Upward Credit Union's EIN?
Upward Credit Union's EIN (Employer Identification Number) is 94-6093763. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Upward Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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