UPWARD CREDIT UNION FKA UNITED HEALTH CREDIT UNION
EIN 94-6093763 · Mutual & Membership Benefit (Y)
What they do
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.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders14 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Pay context: The highest compensation shown in this filing is $223,934 for JASON MERTZ-PRICKETT (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (14)
JASON MERTZ-PRICKETTPRESIDENT & CEO
ANTHONY CHAVIRACOO
ABBY VILLAVICENCIOSECRETARY
ANGELA DAVISTREASURER
ANN BROWNSUPV CMTE MEMBER
ANNIE MILLERCHAIR
CLARENCE DICKERSONSUPV CMTE MEMBER
KAREN DAWKINSDIRECTOR
KAYLYN DAWKINSDIRECTOR
MATTHEW T RINGDIRECTOR
REED GRAHAMDIRECTOR
TED DURKAN CELENTINODIRECTOR
THEODORE CELENTINOVICE CHAIR
THERESA CHASESUPV CMTE CHAIR
About this charity
- Recognized since
- January 1961
- Location
- 1860 EL CAMINO REAL STE 100, BURLINGAME, CA 94010-3106
- County
- San Mateo
- In care of
- JASON MERTZ-PRICKETT
- Primary officer
- JASON MERTZ-PRICKETT, PRESIDENT & CEO
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990
- Tax preparer
- TURNER WARREN HWANG & CONRAD ACCTCY
- NTEE classification
- Mutual & Membership Benefit (Y)
- IRS tax category
- Mutual & Membership Benefit
- Grant-giving organization
- Yes