Civic Intelligence

Upward Credit Union

EIN 94-6093763 • 501(c)14 • Burlingame, CA

View Organization Page

Profile

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.

1860 El Camino Real Suite 100Burlingame, CA 94010-3106

www.upwardcu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

79th percentile

0.91x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

18.16x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Net Margin

37th percentile

8.2%

Higher net margin than 37% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$223,934

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

501(c)14 • $50M-$100M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.2%

Faster asset growth than 37% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

21%

Faster revenue growth than 86% of similar nonprofits.

501(c)14 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$94,012,475

Down $170,983 (-0.2%) from 2023

Liabilities

Down

$85,146,776

Down $1,569,333 (-1.8%) from 2023

Net Assets

Up

$8,865,699

Up $1,398,350 (+19%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin37th percentile

Revenue

Up

$4,688,101

Up $800,856 (+21%) from 2023

Expenses

Up

$4,304,148

Up $680,099 (+19%) from 2023

Net Income

Up

$383,953

Up $120,757 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $48,387,304Liabilities 2011: $44,900,402Net Assets 2011: $3,486,9022011Assets 2012: $50,209,793Liabilities 2012: $46,608,996Net Assets 2012: $3,600,7972012Assets 2013: $52,759,397Liabilities 2013: $48,960,530Net Assets 2013: $3,798,8672013Assets 2014: $64,834,695Liabilities 2014: $58,624,988Net Assets 2014: $6,209,7072014Assets 2015: $66,399,109Liabilities 2015: $60,045,703Net Assets 2015: $6,353,4062015Assets 2016: $68,867,765Liabilities 2016: $62,339,977Net Assets 2016: $6,527,7882016Assets 2017: $73,307,813Liabilities 2017: $66,431,886Net Assets 2017: $6,875,9272017Assets 2018: $78,857,046Liabilities 2018: $70,946,866Net Assets 2018: $7,910,1802018Assets 2019: $78,999,908Liabilities 2019: $70,475,287Net Assets 2019: $8,524,6212019Assets 2020: $91,742,051Liabilities 2020: $83,001,370Net Assets 2020: $8,740,6812020Assets 2021: $102,007,793Liabilities 2021: $93,458,520Net Assets 2021: $8,549,2732021Assets 2022: $93,358,986Liabilities 2022: $86,867,198Net Assets 2022: $6,491,7882022Assets 2023: $94,183,458Liabilities 2023: $86,716,109Net Assets 2023: $7,467,3492023Assets 2024: $94,012,475Liabilities 2024: $85,146,776Net Assets 2024: $8,865,6992024

Highlighted filing

2024

Assets$94,012,475
Liabilities$85,146,776
Net Assets$8,865,699
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2011: $2,120,5192011Expenses 2012: $2,354,9942012Revenue 2013: $2,297,207Expenses 2013: $2,099,137Net Income 2013: $198,0702013Revenue 2014: $2,848,064Expenses 2014: $2,401,624Net Income 2014: $446,4402014Revenue 2015: $2,672,527Expenses 2015: $2,528,828Net Income 2015: $143,6992015Revenue 2016: $2,856,966Expenses 2016: $2,682,584Net Income 2016: $174,3822016Revenue 2017: $3,141,905Expenses 2017: $2,793,766Net Income 2017: $348,1392017Revenue 2018: $3,879,227Expenses 2018: $2,844,974Net Income 2018: $1,034,2532018Revenue 2019: $3,742,663Expenses 2019: $3,128,222Net Income 2019: $614,4412019Revenue 2020: $3,345,251Expenses 2020: $3,129,191Net Income 2020: $216,0602020Revenue 2021: $3,082,501Expenses 2021: $2,994,704Net Income 2021: $87,7972021Revenue 2022: $3,232,601Expenses 2022: $3,071,754Net Income 2022: $160,8472022Revenue 2023: $3,887,245Expenses 2023: $3,624,049Net Income 2023: $263,1962023Revenue 2024: $4,688,101Expenses 2024: $4,304,148Net Income 2024: $383,9532024

Highlighted filing

2024

Revenue$4,688,101
Expenses$4,304,148
Net Income$383,953
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,012,475
Liabilities
$85,146,776
Net assets
$8,865,699
Revenue
$4,688,101
Expenses
$4,304,148
Net income
$383,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$94.0$85.1$8.87$4.69$4.30$0.38
2023Detailed filing. Detailed filing data is available for this year.$94.2$86.7$7.47$3.89$3.62$0.26
2022Detailed filing. Detailed filing data is available for this year.$93.4$86.9$6.49$3.23$3.07$0.16
2021Detailed filing. Detailed filing data is available for this year.$102$93.5$8.55$3.08$2.99$0.09
2020Detailed filing. Detailed filing data is available for this year.$91.7$83.0$8.74$3.35$3.13$0.22
2019Detailed filing. Detailed filing data is available for this year.$79.0$70.5$8.52$3.74$3.13$0.61
2018Detailed filing. Detailed filing data is available for this year.$78.9$70.9$7.91$3.88$2.84$1.03
2017Detailed filing. Detailed filing data is available for this year.$73.3$66.4$6.88$3.14$2.79$0.35
2016Summary only. Only limited summary data is available for this year.$68.9$62.3$6.53$2.86$2.68$0.17
2015Detailed filing. Detailed filing data is available for this year.$66.4$60.0$6.35$2.67$2.53$0.14
2014Detailed filing. Detailed filing data is available for this year.$64.8$58.6$6.21$2.85$2.40$0.45
2013Detailed filing. Detailed filing data is available for this year.$52.8$49.0$3.80$2.30$2.10$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.2$46.6$3.60$2.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.4$44.9$3.49$2.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$4,688,101
Mission and Program Overview

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, united health 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.

A cooperative organized for the purpose of promoting thrift and savings among its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$61,053,695$57,943,924▼ $3,109,771
Investments in Publicly Traded Securities$27,422,425$28,709,764▲ $1,287,339
Rtn Earn Endowment Incm Other Fnds$7,467,349$8,865,699▲ $1,398,350
Cash and Non-Interest-Bearing Accounts$1,142,791$1,971,209▲ $828,418
Receivables From Officers Etc-$1,493,265-
Savings and Temporary Cash Investments$1,844,973$1,151,185▼ $693,788
Land, Buildings, and Equipment, Net$558,741$323,138▼ $235,603
Prepaid Expenses and Deferred Charges$142,427$151,858▲ $9,431
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$94,183,458$94,012,475▼ $170,983
Other Assets Total$2,018,406$2,268,132▲ $249,726
Liabilities
Other Liabilities$85,563,897$84,516,333▼ $1,047,564
Accounts Payable and Accrued Expenses$1,152,212$630,443▼ $521,769
Total Liabilities$86,716,109$85,146,776▼ $1,569,333
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,467,349$8,865,699▲ $1,398,350
Total Liabilities and Net Assets / Fund Balance$94,183,458$94,012,475▼ $170,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,503$1,829,781$1,876,284
Other Land Buildings$241,398-$241,398
Leasehold Improvements$35,237$159,710$194,947
Investment Program Related Org$87,767--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason Mertz-prickettPresident & CEOFT$202,278$21,656$223,934
Anthony ChaviraCOOFT$141,021$11,043$152,064

Board Members and Trustees

NameTitle
Annie MillerChair
Theresa ChaseSupv Cmte Chair
Theodore CelentinoVice Chair
Karen DawkinsDirector
Kaylyn DawkinsDirector
Matthew T RingDirector
Reed GrahamDirector
Ted Durkan CelentinoDirector
Abby VillavicencioSecretary
Ann BrownSupv Cmte Member
Clarence DickersonSupv Cmte Member
Angela DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,786,906
Investment Income
$901,195
Other Revenue
$0
Change in Net Assets
$383,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,556,189
Salaries, Compensation, and Employee Benefits$1,728,114
Grants and Similar Amounts Paid$19,845
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,260,168
Interest---$668,293
Office Expenses---$549,206
Current Officers, Directors, Trustees, and Key Employees---$357,278
Occupancy---$202,330
Fees for Services Other---$170,633
Information Technology---$164,133
Pension Plan Contributions---$110,668
Travel---$109,929
Advertising---$100,115
Depreciation Depletion---$55,740
Fees for Services Accounting---$31,200
Grants to Domestic Orgs---$17,345
Fees for Services Legal---$17,160
Other Expenses---$16,175
All Other Expenses---$7,301
Grants to Domestic Individuals---$2,500
Total Functional Expenses$0$0$0$4,304,148
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mills-peninsula Hospital FoundationSacramento, CA501(c)(3)To Assist in Improving Patient Care, Advancing Medical Programs, and Promoting Community Health.$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$1,750
Total Exempt Function Spending$1,750

Section 527 Organizations

OrganizationLocationAmount
94-0357265Ontario, CA$1,750
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$1,493,265-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Total Shares & Deposits$84,516,333
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Upward credit union is a cooperative financial institution that is owned and controlled by its members and operated for the purpose of promoting thrift and savings to its members. Upward credit union does not have stockholders.”

Form 990, Part VI, Section A, Line 7A

“The governing board of upward credit union is comprised of volunteer members who are directly elected by its members. Each member of the governing board serves for a period as prescribed by our by-laws.”

Form 990, Part VI, Section A, Line 7B

“At the end of each term of the board members, elections are held and board members are voted by the members of the credit union pursuant to its by-laws. Member votes are also required to ratify decisions dealing with reorganizations as in the case of merger or dissolution.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 and schedules are presented to the board at the board meeting for review and discussion. Changes and modifications are then taken into account for final completion and approval.”

Form 990, Part VI, Section B, Line 15

“The board appoints a committee that performs the review for the ceo and reviews salary surveys for credit unions to determine the salary range. The ceo does the performance evaluation for senior management and reviews salary surveys for credit unions to determine the salary range.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Upward Credit Union
EIN
94-6093763
Phone
6502311300
Address
1860 EL CAMINO REAL SUITE 100, BURLINGAME, CA 94010-3106

Signing Officer

Name
Jason Mertz-prickett
Title
President & CEO
Phone
6502311300
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Mertz-prickett
Formed
1956
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
15
Volunteers
14

Preparer

Firm
Turner Warren Hwang & Conrad Acctcy
Address
100 NORTH FIRST ST STE 202, BURBANK, CA 91502
Preparer
Natalie Hull CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed either its oversight process or selection process during the tax year. Form 990, section 1.263(a)-1(f) de minimis safe harbor election upward credit union 1860 el camino real, #100 burlingame, ca 94010-3106 taxpayer identification number: 94-6093763 for the year ending december 31, 2024 upward credit union is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, by statute, from federal and state income taxes. The credit union is a state-chartered credit union described in the internal revenue code (irc) section 501(c)(14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities that are in furtherance of its exempt purposes. However, the credit union is subject to unrelated business income tax (ubit). Fasb codification topic 740, income taxes, provides guidance for how uncertain tax positions should be recognized, measured, disclosed, and presented in the financial statements. This requires an evaluation of tax positions taken or expected to be taken in the course of preparing the credit union's tax returns to determine whether the tax position are more-likely-than not "when challenged or "when examined" by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax expense and liability in the current year. For the years ended march 31, 2025, and 2024 management has determined that there are no material uncertain tax positions.”

Raw XML AppendixShowing 400 of 489 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SUPV CMTE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SUPV CMTE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017345
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04688101
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0164133
IRS990/InterestGrp/TotalAmt0668293
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0901195
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0901195
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt061053695
IRS990/InvestmentsProgramRelatedGrp/EOYAmt057943924
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027422425
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028709764
IRS990/IRPDocumentCnt01125
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01989491
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0558741
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0323138
IRS990/LandBldgEquipCostOrOtherBssAmt02312629
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07467349
IRS990/NetAssetsOrFundBalancesEOYAmt08865699
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01014397
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0202330
IRS990/OfficeExpensesGrp/TotalAmt0549206
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02018406
IRS990/OtherAssetsTotalGrp/EOYAmt02268132
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CREDIT LOSS EXPENSE
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc2MISC OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc3OPERATING FEES
IRS990/OtherExpensesGrp/TotalAmt0267934
IRS990/OtherExpensesGrp/TotalAmt1104960
IRS990/OtherExpensesGrp/TotalAmt291080
IRS990/OtherExpensesGrp/TotalAmt316175
IRS990/OtherLiabilitiesGrp/BOYAmt085563897
IRS990/OtherLiabilitiesGrp/EOYAmt084516333
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherSalariesAndWagesGrp/TotalAmt01260168
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0110668
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0142427
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0151858
IRS990/PrincipalOfficerNm0JASON MERTZ-PRICKETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02904117
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1489414
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2324624
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02904117
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1503367
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2379422
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt013953
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt154798
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0580610
IRS990/PYOtherExpensesAmt02142758
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03306635
IRS990/PYRevenuesLessExpensesAmt0263196
IRS990/PYSalariesCompEmpBnftPaidAmt01481291
IRS990/PYTotalExpensesAmt03624049
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03887245
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt01493265
IRS990/ReconcilationRevenueExpnssAmt0383953
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07467349
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08865699
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01844973
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01151185
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt01750
IRS990ScheduleC/PoliticalExpendituresAmt01750
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0940357265
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CCUL - PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt01750
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt02855 E GUASTI ROAD SUITE 202
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0ONTARIO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd091761
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0CONTRIBUTION TO CALIFORNIA CREDIT UNION LEAGUE POLITICAL ACTION COMMITTEE
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt01750
IRS990ScheduleD/EquipmentGrp/BookValueAmt046503
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01829781
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01876284
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt047061365
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt19962000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2832792
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt387767
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0NET LOANS & LEASES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1DEPOSITS IN COMMERCIAL BANKS, ETC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2NCUA SHARE INSURANCE CAPITALIZATION DEPOSIT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3MEMBERSHIP CAPITAL AT CORP
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd1C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd2C
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd3C
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt035237
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0159710
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0194947
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0241398
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0241398
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt084516333
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TOTAL SHARES & DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION IS EXEMPT, BY STATUTE, FROM FEDERAL AND STATE INCOME TAXES. THE CREDIT UNION IS A STATE-CHARTERED CREDIT UNION DESCRIBED IN THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES THAT ARE IN FURTHERANCE OF ITS EXEMPT PURPOSES. HOWEVER, THE CREDIT UNION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). FASB CODIFICATION TOPIC 740, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED, AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES AN EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CREDIT UNION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITION ARE MORE-LIKELY-THAN NOT "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. FOR THE YEARS ENDED MARCH 31, 2025, AND 2024 MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0323138
IRS990ScheduleD/TotalBookValueProgramRltdAmt057943924
IRS990ScheduleD/TotalLiabilityAmt084516333
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST IN IMPROVING PATIENT CARE, ADVANCING MEDICAL PROGRAMS, AND PROMOTING COMMUNITY HEALTH.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILLS-PENINSULA HOSPITAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0237288765
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02200 RIVER PLAZA DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095833
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0202278
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1141021
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount06778
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount14918
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt012757
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt15963
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt02121
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JASON MERTZ-PRICKETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ANTHONY CHAVIRA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0223934
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1152064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION ENTERED INTO COLLATERAL SPLIT-DOLLAR LIFE INSURANCE AGREEMENTS FOR A KEY EMPLOYEE IN 2019. THE KEY EMPLOYEE HAS SINCE RETIRED IN 2022. DURING 2024, THE CREDIT UNION ENTERED INTO A CONVERTIBLE SPLIT DOLLAR LIFE INSURANCE AGREEMENT WITH ITS EXECUTIVE OFFICER, UNDER WHICH THE CREDIT UNION AND THE EXECUTIVE SHARE THE RIGHTS TO THE POLICY'S CASH VALUE AND DEATH BENEFIT. THE EXECUTIVE RECOGNIZES THE ECONOMIC BENEFIT OF THE LIFE INSURANCE AS INCOME. AS OF DECEMBER 31, 2024, THE CARRYING AMOUNT OF THE RELATED ASSET IS $199,134.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt01493265
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUND PURCHASE OF CASH VALUE LIFE INSURANCE POLICY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt01320000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0LINDA WHITE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/TotalBalanceDueAmt01493265
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UPWARD CREDIT UNION IS A COOPERATIVE FINANCIAL INSTITUTION THAT IS OWNED AND CONTROLLED BY ITS MEMBERS AND OPERATED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS TO ITS MEMBERS. UPWARD CREDIT UNION DOES NOT HAVE STOCKHOLDERS.

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