Upward Credit Union
California
Registered In
05/07/1956
Incorp. Date
Company Summary
Upward Credit Union at 1860 El Camino Real STE 100, Burlingame, Ca 94010 lists Jason James Mertz-Prickett and Jennifer E Gorden of Burlingame, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Mutual Benefit - Credit Union
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Jason James Mertz-Prickett
Individual Agent
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1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010
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Jason James Mertz-Prickett
CEO
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1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010
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Jennifer E Gorden
Chief Financial Officer
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1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010
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Abby M Villavicencio
Secretary
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1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010
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Anthony D Chavira
Other
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1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010
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Showing current associates only (5 of 8 total associates). Create a free account to see the full associate history
Map & Locations
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1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010
(Mailing)
View Map
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Financials
Financial Information for Upward Credit Union
Form 5500
UPWARD CREDIT UNION
1860 El Camino Real STE 100, Burlingame, Ca 94010 (650) 231-1300 EIN:94-6093763 Plan Admin:Jason Mertz-Prickett| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameUPWARD CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY18 / 18 Assets BOY/EOY$2,451,114 / $2,851,584 | 2023 | UPWARD CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 | 18 / 18 | $2,451,114 / $2,851,584 |
| 2022 | Plan NameUPWARD CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY19 / 17 Assets BOY/EOY$2,764,471 / $2,451,114 | 2022 | UPWARD CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 | 19 / 17 | $2,764,471 / $2,451,114 |
| 2021 | Plan NameUPWARD CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY19 / 18 Assets BOY/EOY$2,467,256 / $2,764,471 | 2021 | UPWARD CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 | 19 / 18 | $2,467,256 / $2,764,471 |
| 2020 | Plan NameUPWARD CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY18 / 19 Assets BOY/EOY$2,206,612 / $2,467,256 | 2020 | UPWARD CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 | 18 / 19 | $2,206,612 / $2,467,256 |
| 2019 | Plan NameUPWARD CREDIT UNION 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY15 / 17 Assets BOY/EOY$1,801,626 / $2,206,612 | 2019 | UPWARD CREDIT UNION 401(K) PLAN AND TRUST - Plan #002 | 15 / 17 | $1,801,626 / $2,206,612 |
Benefit & Retirement Plans based on Form 5500.
Form 990
CREDIT UNIONS IN THE STATE OF CALIFORNIA
1860 El Camino Real STE 100, Burlingame, Ca 94010-3106 EIN:94-6093763 Deductibility:Contributions are not deductible Classification:Credit Union| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps17 Contributions$0 Revenue$3,232,601 Expenses$3,071,754 Assets EOY$93,358,986 Liabilities$86,867,198 | 2022 | 17 | $0 | $3,232,601 | $3,071,754 | $93,358,986 | $86,867,198 |
| 2021 | # of Emps21 Contributions$0 Revenue$3,082,501 Expenses$2,994,704 Assets EOY$102,007,793 Liabilities$93,458,520 | 2021 | 21 | $0 | $3,082,501 | $2,994,704 | $102,007,793 | $93,458,520 |
| 2020 | # of Emps20 Contributions$0 Revenue$3,345,251 Expenses$3,129,191 Assets EOY$91,742,051 Liabilities$83,001,370 | 2020 | 20 | $0 | $3,345,251 | $3,129,191 | $91,742,051 | $83,001,370 |
| 2019 | # of Emps16 Contributions$0 Revenue$3,742,663 Expenses$3,128,222 Assets EOY$78,999,908 Liabilities$70,475,287 | 2019 | 16 | $0 | $3,742,663 | $3,128,222 | $78,999,908 | $70,475,287 |
| 2018 | # of Emps14 Contributions$0 Revenue$3,879,227 Expenses$2,844,974 Assets EOY$78,857,046 Liabilities$70,946,866 | 2018 | 14 | $0 | $3,879,227 | $2,844,974 | $78,857,046 | $70,946,866 |
Tax Returns based on Form 990 & 990N.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • Internal Revenue Service
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