- Revenue 2024
- $4,688,101
- Expenses 2024
- $4,304,148
As filed
- Subsection
- 14
- Classification
- 1000
- Street
- 1860 EL CAMINO REAL STE 100
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-6123880). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Mission and programs · 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.
Activities or mission (Part I)
A COOPERATIVE ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.
-
UPWARD CREDIT UNION BECAME A SHARED BRANCH AND JOINED VALERA'S SHARED BRANCH NETWORK, PROVIDING MEMBERS WITH GREATER CONVENIENCE AND FLEXIBILITY IN MANAGING THEIR ACCOUNTS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Annie MillerANNIE MILLER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Theodore CelentinoTHEODORE CELENTINO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Angela DavisANGELA DAVIS
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Abby VillavicencioABBY VILLAVICENCIO
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Reed GrahamREED GRAHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kaylyn DawkinsKAYLYN DAWKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Karen DawkinsKAREN DAWKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Matthew T RingMATTHEW T RING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ted Durkan CelentinoTED DURKAN CELENTINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Theresa ChaseTHERESA CHASE
SUPV CMTE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Ann BrownANN BROWN
SUPV CMTE MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Clarence DickersonCLARENCE DICKERSON
SUPV CMTE MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jason Mertz-PrickettJASON MERTZ-PRICKETT
PRESIDENT & CEO
- Total calculated
- $223,934
- From this org
- $211,177
- From related orgs
- $0
- Other
- $12,757
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $202,278
- Bonus
- $6,778
- Other
- $2,121
- Deferred
- $12,757
- Nontaxable benefits
- $0
- Filer's total
- $223,934
-
Anthony ChaviraANTHONY CHAVIRA
COO
- Total calculated
- $152,064
- From this org
- $146,101
- From related orgs
- $0
- Other
- $5,963
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,021
- Bonus
- $4,918
- Other
- $162
- Deferred
- $5,963
- Nontaxable benefits
- $0
- Filer's total
- $152,064
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $4,688,101
- Expenses
- $4,304,148
- Contributions
- $0
- Grants paid
- $19,845
-
2023
- Revenue
- $3,887,245
- Expenses
- $3,624,049
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $3,232,601
- Expenses
- $3,071,754
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $3,082,501
- Expenses
- $2,994,704
- Assets (EOY)
- $102,007,793
-
2020 · 990
- Revenue
- $3,345,251
- Expenses
- $3,129,191
- Assets (EOY)
- $91,742,051
-
2019 · 990
- Revenue
- $3,742,663
- Expenses
- $3,128,222
- Assets (EOY)
- $78,999,908
-
2018 · 990
- Revenue
- $3,879,227
- Expenses
- $2,844,974
- Assets (EOY)
- $78,857,046
-
2017 · 990
- Revenue
- $3,141,905
- Expenses
- $2,793,766
- Assets (EOY)
- $73,307,813
-
2015 · 990
- Revenue
- $2,672,527
- Expenses
- $2,528,828
- Assets (EOY)
- $66,399,109
-
2014 · 990
- Revenue
- $2,848,064
- Expenses
- $2,401,624
- Assets (EOY)
- $64,834,695
-
2013 · 990
- Revenue
- $2,297,207
- Expenses
- $2,099,137
- Assets (EOY)
- $52,759,397
-
2012 · 990
- Revenue
- not reported
- Expenses
- $2,354,994
- Assets (EOY)
- $50,209,793
-
2011 · 990
- Revenue
- not reported
- Expenses
- $2,120,519
- Assets (EOY)
- $48,387,304
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
2024 TO ASSIST IN IMPROVING PATIENT CARE, ADVANCING MEDICAL PROGRAMS, AND PROMOTING COMMUNITY HEALTH.
Grants received
-
2023 TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.