Credit Unions Near Me
National Credit Union Service Organization

UPWARD CREDIT UNION

Jun, 30, 2023 — UPWARD CREDIT UNION is a federally insured state chartered credit union headquartered in BURLINGAME, CA with 3 branch locations and about $95.43 million in total assets. Opened 68 years ago in 1956, UPWARD CREDIT UNION has about 4,588 members and employs 15 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:3 branch locations
Members:4,588
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, 2022
FHLB Member:Yes
Low Income Designation:No
Assets:$95,433,919
CEO/Manager:Jason Mertz-Prickett
Chairperson:Annie Miller

Call Report

  • Low Cost Wire Transfers

Financial Summary

» See also Statement of Financial Condition
ASSETS:$ Amount
Cash & Equivalents 3,341,737
TOTAL INVESTMENTS 0
Loans Held for Sale 0
 
 Real Estate Loans 28,708,710
 Unsecured Loans 4,312,619
 Other Loans 10,356,408
 TOTAL LOANS 43,377,737
 (Allowance for Loan & Lease Losses or Allowance for Credit Losses on Loans & Leases) -46,332
 Land And Building 0
 Other Fixed Assets 849,519
 NCUSIF Deposit 848,866
 All Other Assets 0
  TOTAL ASSETS 95,433,919
LIABILITIES & CAPITAL:  
 Dividends Payable 0
 Notes & Interest Payable 0
 Accounts Payable & Other Liabilities 1,231,811
 Uninsured Secondary Capital and Subordinated Debt Included in Net Worth 0
 Share Drafts 18,590,938
 Regular shares 45,997,911
 All Other Shares & Deposits 23,382,959
  TOTAL SHARES & DEPOSITS 87,971,808
  TOTAL LIABILITIES 89,203,619
 Regular Reserve 0
 Other Reserves -42,938
 Undivided Earnings 6,273,238
  TOTAL EQUITY 6,230,300
  TOTAL LIABILITIES, SHARES, & EQUITY 95,433,919
INCOME & EXPENSE  
 Loan Income 1,371,694
 Investment Income 355,359
 Other Income 554,500
 Total Employee Compensation & Benefits 1,211,269
 NCUSIF Premiums Expense 0
 Total Other Operating Expenses 1,072,401
 Non-operating Income & (Expense) 0
 NCUSIF Stabilization Income N/A
 Provision for Loan/Lease Losses or Total Credit Loss Expense -1,500
 Cost of Funds 70,236
 NET INCOME (LOSS) EXCLUDING STABILIZATION EXPENSE & NCUSIF PREMIUM N/A
Net Income (Loss) 3,017
↑ Back to Top

Other Credit Unions

DELANCEY STREET FEDERAL CREDIT UNION
600 The Embarcadero
SAN FRANCISCO, CA 94107
SOUTH SAN FRANCISCO CITY EMP FEDERAL CREDIT UNION
P.O. Box 5641
SOUTH SAN FRANC, CA 94083-5641
SAN MATEO CITY EMPLOYEES FEDERAL CREDIT UNION
Credit Union
SAN MATEO, CA 94403
SEQUOIA FEDERAL CREDIT UNION
530 El Camino Real
REDWOOD CITY, CA 94063-1212
MY CREDIT UNION
510 VETERANS BLVD STE B
REDWOOD CITY, CA 94063
MOORE WEST FEDERAL CREDIT UNION
2450 WASHINGTON AVE STE 180
SAN LEANDRO, CA 94577-5995
SAN FRANCISCO LEE FEDERAL CREDIT UNION
915 GRANT AVE
SAN FRANCISCO, CA 94108
POLAM FEDERAL CREDIT UNION
770 Marshall St
REDWOOD CITY, CA 94063-1846
MENLO SURVEY FEDERAL CREDIT UNION
345 Middlefield Rd
MENLO PARK, CA 94025
SRI FEDERAL CREDIT UNION
333 RAVENSWOOD AVE
MENLO PARK, CA 94025

— The information found on this website is provided “AS IS”. We do not verify or guarantee its accuracy or validity. Please contact the credit union directly for any specific questions you may have regarding services and/or features. Visit NCUA.gov or MyCreditUnion.gov for more information regarding credit unions.