Public Charity

UPWARD CREDIT UNION FKA UNITED HEALTH CREDIT UNION

UPWARD CREDIT UNION FKA UNITED HEALTH CREDIT UNION is a Public Charity headquartered in BURLINGAME, CA. Financial data from the 2024 filing: $4.7M revenue, $4.3M expenses, $94.0M total assets. 1 publicly reported grants to this organization, totaling roughly $7K, appear in IRS filings.

EIN: 946093763 BURLINGAME, CA Latest filing: 2024
Total Revenue$4.7M
Total Expenses$4.3M
Total Assets$94.0M
Grant Records1
Funding Total$7K
Filing Years2020–2024

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.

Sample Grants Received

2023
TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
$6,895

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

SECRETARY Abby Villavicencio
TREASURER Angela Davis
SUPV CMTE MEMBER Ann Brown
CHAIR Annie Miller
COO Anthony Chavira
SUPV CMTE MEMBER Clarence Dickerson

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
$6,895 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $4.7M $4.3M $94.0M
2023 $3.9M $3.6M $94.2M
2022 $3.2M $3.1M $93.4M
2021 $3.1M $3.0M $102.0M
2020 $3.3M $3.1M $91.7M

Between 2020 and 2024, reported annual revenue grew from $3.3M to $4.7M (+40%), with total assets most recently reported at $94.0M.

Interactive year-over-year charts and full filing details available with membership.

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