Nonprofit · EIN 94-6093763
CREDIT UNIONS IN THE STATE OF CALIFORNIA
Also known as UPWARD CREDIT UNION
Tax-exempt · BURLINGAME, CA 94010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,688,101 | $4,304,148 | $383,953 | $94,012,475 | $85,146,776 | $8,865,699 |
| December 31, 2023 | 990 | $3,887,245 | $3,624,049 | $263,196 | $94,183,458 | $86,716,109 | $7,467,349 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,786,906
- Investment income
- $901,195
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $19,845
- Compensation of officers, directors and key employees
- $357,278
- Other salaries and wages
- $1,260,168
- Salaries, compensation and benefits (total)
- $1,728,114
- Professional fundraising fees
- $0
- Legal fees
- $17,160
- Accounting fees
- $31,200
- Occupancy
- $202,330
- Travel
- $109,929
- Depreciation
- $55,740
Balance sheet and other
- Total assets, start of year
- $94,183,458
- Total assets, end of year
- $94,012,475
- Total liabilities, end of year
- $85,146,776
- Net assets, end of year
- $8,865,699
- Land, buildings and equipment
- $323,138
- Publicly traded securities
- $28,709,764
- Gross unrelated business income
- $68,751
- Gross receipts
- $4,688,101
- Employees
- 15
- Volunteers
- 14
- Year formed
- 1956
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JASON MERTZ-PRICKETT | PRESIDENT & CEO Officer | 40 | $211,177 | $12,757 |
| ANTHONY CHAVIRA | COO Officer | 40 | $146,101 | $5,963 |
| ANNIE MILLER | CHAIR Trustee or director | 2 | $0 | $0 |
| THEODORE CELENTINO | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| ANGELA DAVIS | TREASURER Trustee or director | 2 | $0 | $0 |
| ABBY VILLAVICENCIO | SECRETARY Trustee or director | 2 | $0 | $0 |
| REED GRAHAM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAYLYN DAWKINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAREN DAWKINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATTHEW T RING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TED DURKAN CELENTINO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THERESA CHASE | SUPV CMTE CHAIR Trustee or director | 2 | $0 | $0 |
| ANN BROWN | SUPV CMTE MEMBER Trustee or director | 2 | $0 | $0 |
| CLARENCE DICKERSON | SUPV CMTE MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JASON MERTZ-PRICKETT | PRESIDENT & CEO Officer | 40 | $186,203 | $16,046 |
| ANNIE MILLER | CHAIR Trustee or director | 2 | $0 | $0 |
| TED CELENTINO | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| ANGELA DAVIS | TREASURER Trustee or director | 2 | $0 | $0 |
| ABBY VILLAVICENCIO | SECRETARY Trustee or director | 2 | $0 | $0 |
| REED GRAHAM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAYLYN DAWKINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KAREN DAWKINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DENISE R CALDWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATTHEW T RING | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THERESA CHASE | SUPV CMTE CHAIR Trustee or director | 2 | $0 | $0 |
| ANN BROWN | SUPV CMTE MEMBER Trustee or director | 2 | $0 | $0 |
| CLARENCE DICKERSON | SUPV CMTE MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010-3106
- Principal officer (990 for 2024)
- JASON MERTZ-PRICKETT, 1860 EL CAMINO REAL SUITE 100, BURLINGAME, CA 940103106
- Signed the 990
- JASON MERTZ-PRICKETT, PRESIDENT & CEO
- Phone
- (650) 231-1300
- Website
- WWW.UPWARDCU.ORG
- Return prepared by
- TURNER WARREN HWANG & CONRAD ACCTCY
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6093763 or by the name CREDIT UNIONS IN THE STATE OF CALIFORNIA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- UPWARD CREDIT UNION BECAME A SHARED BRANCH AND JOINED VALERA'S SHARED BRANCH NETWORK, PROVIDING MEMBERS WITH GREATER CONVENIENCE AND FLEXIBILITY IN MANAGING THEIR ACCOUNTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6093763
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1526: CREDIT UNIONS IN THE STATE OF CALIFORNIA
- Assets (IRS master file)
- $94,012,475
- Income (IRS master file)
- $4,688,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,688,101 | $4,304,148 | $94,012,475 | XML |
| 990 | December 2023 | $3,887,245 | $3,624,049 | $94,183,458 | XML |
| 990 | December 2022 | $3,232,601 | $3,071,754 | $93,358,986 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6093763).
Questions about CREDIT UNIONS IN THE STATE OF CALIFORNIA
- What is the EIN of CREDIT UNIONS IN THE STATE OF CALIFORNIA?
- The employer identification number (EIN) of CREDIT UNIONS IN THE STATE OF CALIFORNIA is 94-6093763.
- Is CREDIT UNIONS IN THE STATE OF CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1961.
- Are donations to CREDIT UNIONS IN THE STATE OF CALIFORNIA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CREDIT UNIONS IN THE STATE OF CALIFORNIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CREDIT UNIONS IN THE STATE OF CALIFORNIA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CREDIT UNIONS IN THE STATE OF CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CREDIT UNIONS IN THE STATE OF CALIFORNIA?
- The 990 for the year ended December 31, 2024 names JASON MERTZ-PRICKETT.
- Who are the officers and directors of CREDIT UNIONS IN THE STATE OF CALIFORNIA?
- The 990 for the year ended December 31, 2024 lists 14 people; 2 received compensation from the organization, the highest $211,177 (JASON MERTZ-PRICKETT, PRESIDENT & CEO).
- How much revenue does CREDIT UNIONS IN THE STATE OF CALIFORNIA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,688,101, expenses of $4,304,148 and total assets of $94,012,475 at year end.
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