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UPWARD CREDIT UNION

Dec, 31, 2021 — UPWARD CREDIT UNION is a federally insured state chartered credit union headquartered in BURLINGAME, CA with 2 branch locations and about $102.01 million in total assets. Opened 66 years ago in 1956, UPWARD CREDIT UNION has about 4,593 members and employs 16 full and part-time employees offering various banking and financial related services such as Checking & Savings accounts, ATM/Debit Card Program and more.


ABA Routing Number: 321171744
Name:UPWARD CREDIT UNION
Address:
(Main Office)
1860 El Camino Real Ste 100
BURLINGAME, CA 94010-3106
Phone:(650) 231-1300
Fax:(650) 231-1310
Website:https://www.upwardcu.org
Branches:2 branch locations
Members:4,593
Credit Union Type:Federally Insured State Chartered Credit Union
Charter Number:65323
Membership Type:State chartered natural person
Corporate Credit Union:No
Year Opened:1956
Last Audited:Mar 01, 2021
FHLB Member:Yes
Low Income Designation:No
Assets:$102,007,793
CEO/Manager:Linda White
Chairperson:Annie Miller

Call Report

  • Low Cost Wire Transfers

Financial Summary

» See also Statement of Financial Condition
ASSETS:$ Amount
Cash & Equivalents 11,124,792
TOTAL INVESTMENTS 48,306,705
Loans Held for Sale 0
 
 Real Estate Loans 28,051,008
 Unsecured Loans 3,212,980
 Other Loans 8,694,017
 TOTAL LOANS 39,958,005
 (Allowance for Loan & Lease Losses or Allowance for Credit Losses on Loans & Leases) -68,943
 Land And Building 0
 Other Fixed Assets 199,988
 NCUSIF Deposit 825,431
 All Other Assets 1,661,815
  TOTAL ASSETS 102,007,793
LIABILITIES & CAPITAL:  
 Dividends Payable 0
 Notes & Interest Payable 0
 Accounts Payable & Other Liabilities 477,913
 Uninsured Secondary Capital and Subordinated Debt Included in Net Worth 0
 Share Drafts 17,518,811
 Regular shares 50,255,204
 All Other Shares & Deposits 25,206,592
  TOTAL SHARES & DEPOSITS 92,980,607
  TOTAL LIABILITIES 93,458,520
 Regular Reserve 593,857
 Other Reserves 1,685,195
 Undivided Earnings 6,270,221
  TOTAL EQUITY 8,549,273
  TOTAL LIABILITIES, SHARES, & EQUITY 102,007,793
INCOME & EXPENSE  
 Loan Income 1,817,500
 Investment Income 459,781
 Other Income 643,845
 Total Employee Compensation & Benefits 1,543,127
 NCUSIF Premiums Expense 0
 Total Other Operating Expenses 1,304,181
 Non-operating Income & (Expense) 0
 NCUSIF Stabilization Income N/A
 Provision for Loan/Lease Losses or Total Credit Loss Expense -66,000
 Cost of Funds 147,396
 NET INCOME (LOSS) EXCLUDING STABILIZATION EXPENSE & NCUSIF PREMIUM N/A
Net Income (Loss) 87,797
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