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UPWARD CREDIT UNION

Jun, 30, 2021 — UPWARD CREDIT UNION is a federally insured state chartered credit union headquartered in Burlingame, CA with 3 branch locations and about $96.71 million in total assets. Opened 65 years ago in 1956, UPWARD CREDIT UNION has about 4,630 members and employs 17 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:http://www.upwardcu.org
Branches:3 branch locations
Members:4,630
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:$96,712,751
CEO/Manager:Linda White
Chairperson:Annie Oliveto

Call Report

  • Low Cost Wire Transfers

Financial Summary

» See also Statement of Financial Condition
ASSETS:$ Amount
Cash & Equivalents 11,454,118
TOTAL INVESTMENTS 44,012,705
Loans Held for Sale 0
 
 Real Estate Loans 26,849,801
 Unsecured Loans 2,987,225
 Other Loans 8,600,815
 TOTAL LOANS 38,437,841
 (Allowance for Loan & Lease Losses or Allowance for Credit Losses on Loans & Leases) -99,506
 Land And Building 0
 Other Fixed Assets 231,605
 NCUSIF Deposit 783,281
 All Other Assets 1,892,707
  TOTAL ASSETS 96,712,751
LIABILITIES & CAPITAL:  
 Dividends Payable 0
 Notes & Interest Payable 0
 Accounts Payable & Other Liabilities 783,021
 Uninsured Secondary Capital and Subordinated Debt Included in Net Worth 0
 Share Drafts 17,635,993
 Regular shares 46,398,053
 All Other Shares & Deposits 23,107,488
  TOTAL SHARES & DEPOSITS 87,141,534
  TOTAL LIABILITIES 87,924,555
 Regular Reserve 593,857
 Other Reserves 1,964,400
 Undivided Earnings 6,229,939
  TOTAL EQUITY 8,788,196
  TOTAL LIABILITIES, SHARES, & EQUITY 96,712,751
INCOME & EXPENSE  
 Loan Income 918,189
 Investment Income 232,109
 Other Income 300,276
 Total Employee Compensation & Benefits 755,152
 NCUSIF Premiums Expense 0
 Total Other Operating Expenses 637,083
 Non-operating Income & (Expense) 0
 NCUSIF Stabilization Income N/A
 Provision for Loan/Lease Losses or Total Credit Loss Expense -34,000
 Cost of Funds 88,987
 NET INCOME (LOSS) EXCLUDING STABILIZATION EXPENSE & NCUSIF PREMIUM N/A
Net Income (Loss) 47,516
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