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Credit Unions In The State Of California

Upward Credit Union

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.89M (2023)

Expenses
$3.62M (2023)

Total Assets
$94.2M (2023)

Total Liabilities
$86.7M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,887,245
Expenses
$3,624,049
Net Income
$263,196
Net Assets
$7,467,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,306,635
85.1%
Investment Income $580,610
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $186,203
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,232,686
34.0%
Assets/Debt
Total Assets $94,183,458
Total Liabilities $86,716,109
Net Assets $7,467,349
Compensation
Key Employees and Officers Compensation Related Other
Jason Mertz Prickett (President & Ceo) $186,203 $0 $16,046
Annie Miller (Chair) $0 $0 $0
Ted Celentino (Vice Chair) $0 $0 $0
Angela Davis (Treasurer) $0 $0 $0
Abby Villavicencio (Secretary) $0 $0 $0
Reed Graham (Director) $0 $0 $0
Kaylyn Dawkins (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Denise R Caldwell (Director) $0 $0 $0
Matthew T Ring (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chair) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0
Clarence Dickerson (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,232,601
Expenses
$3,071,754
Net Income
$160,847
Net Assets
$6,491,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,738,122
84.7%
Investment Income $494,479
15.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $325,872
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,080,506
35.2%
Assets/Debt
Total Assets $93,358,986
Total Liabilities $86,867,198
Net Assets $6,491,788
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (Former President & Ceo) $195,312 $0 $19,504
Jason Mertz Prickett (President & Ceo) $130,561 $0 $14,795
Annie Miller (Chair) $0 $0 $0
Ted Celentino (Vice Chair) $0 $0 $0
Angela Davis (Treasurer) $0 $0 $0
Abby Villavicencio (Secretary) $0 $0 $0
Reed Graham (Director) $0 $0 $0
Joan Latuff (Director) $0 $0 $0
Kaylyn Dawkins (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Annette Barraza (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chair) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0
Clarence Dickerson (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,082,501
Expenses
$2,994,704
Net Income
$87,797
Net Assets
$8,549,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,546,494
82.6%
Investment Income $459,781
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $76,226
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $300,353
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,192,332
39.8%
Assets/Debt
Total Assets $102,007,793
Total Liabilities $93,458,520
Net Assets $8,549,273
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $195,574 $0 $21,005
Jason Mertz Prickett (Vp Of Operations) $104,779 $0 $13,559
Annie Miller (Chair) $0 $0 $0
Ted Celentino (Vice Chair) $0 $0 $0
Angela Davis (Treasurer) $0 $0 $0
Abby Villavicencio (Secretary) $0 $0 $0
Reed Graham (Director) $0 $0 $0
Joan Latuff (Director) $0 $0 $0
Kaylyn Dawkins (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Annette Barraza (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chair) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0
Clarence Dickerson (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,345,251
Expenses
$3,129,191
Net Income
$216,060
Net Assets
$8,740,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,742,223
82.0%
Investment Income $603,028
18.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $310,693
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,161,121
37.1%
Assets/Debt
Total Assets $91,742,051
Total Liabilities $83,001,370
Net Assets $8,740,681
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $207,693 $0 $16,037
Jason Mertz Prickett (Vp Of Operations) $103,000 $0 $11,899
Annie Oliveto (Chair) $0 $0 $0
Ted Celentino (Vice Chair) $0 $0 $0
Angela Davis (Treasurer) $0 $0 $0
Abby Villavicencio (Secretary) $0 $0 $0
Reed Graham (Director) $0 $0 $0
Joan Latuff (Director) $0 $0 $0
Kaylyn Dawkins (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Annette Barraza (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chair) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0
Clarence Dickerson (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,742,663
Expenses
$3,128,222
Net Income
$614,441
Net Assets
$8,524,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,024,464
80.8%
Investment Income $718,199
19.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $192,553
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,164,375
37.2%
Assets/Debt
Total Assets $78,999,908
Total Liabilities $70,475,287
Net Assets $8,524,621
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $192,553 $0 $38,377
Annie Miller (Chairman) $0 $0 $0
Anthony Violanti (Vice Chairman) $0 $0 $0
Ted Celentino (Treasurer) $0 $0 $0
Abby Villavicencio (Secretary) $0 $0 $0
Reed Graham (Director) $0 $0 $0
Angela Davis (Director) $0 $0 $0
Joan Latuff (Director) $0 $0 $0
Kaylyn Dawkins (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chairperson) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0
Clarence Dickerson (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,879,227
Expenses
$2,844,974
Net Income
$1,034,253
Net Assets
$7,910,180
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,870,681
74.0%
Investment Income $1,008,546
26.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $176,558
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,004,086
35.3%
Assets/Debt
Total Assets $78,857,046
Total Liabilities $70,946,866
Net Assets $7,910,180
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $176,558 $0 $8,183
Annie Miller (Chairman) $0 $0 $0
Anthony Violanti (Vice Chairman) $0 $0 $0
Abby Villavicencio (Secretary) $0 $0 $0
Ted Celentino (Treasurer) $0 $0 $0
Reed Graham (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Joan Latuff (Director) $0 $0 $0
Kaylyn Dawkins (Director) $0 $0 $0
Angie Davis (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chairman) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0
Gary Chu (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,141,905
Expenses
$2,793,766
Net Income
$348,139
Net Assets
$6,875,927
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,626,621
83.6%
Investment Income $515,284
16.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $369,475
13.2%
Professional Fundraising Fees $0
Other Salaries and Wages $886,504
31.7%
Assets/Debt
Total Assets $73,307,813
Total Liabilities $66,431,886
Net Assets $6,875,927
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $162,700 $0 $6,604
Paul Lindsley Former (Cfo) $116,803 $0 $4,680
Cyndee Lemon (Coo) $89,972 $0 $2,700
Annie Oliveto (Chairman) $0 $0 $0
Anthony Violanti (Vice Chairman) $0 $0 $0
Abby Legos (Secretary) $0 $0 $0
Ted Celentino (Treasurer) $0 $0 $0
Reed Graham (Director) $0 $0 $0
Lauretta Davis (Director) $0 $0 $0
Joan Latuff (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Angie Davis (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chairman) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0
Gary Chu (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,856,966
Expenses
$2,682,584
Net Income
$174,382
Net Assets
$6,527,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,400,211
84.0%
Investment Income $456,755
16.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $359,143
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $828,097
30.9%
Assets/Debt
Total Assets $68,867,765
Total Liabilities $62,339,977
Net Assets $6,527,788

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,672,527
Expenses
$2,528,828
Net Income
$143,699
Net Assets
$6,353,406
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,206,450
82.6%
Investment Income $466,077
17.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $550,920
21.8%
Professional Fundraising Fees $0
Other Salaries and Wages $552,564
21.9%
Assets/Debt
Total Assets $66,399,109
Total Liabilities $60,045,703
Net Assets $6,353,406
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $352,598 $0 $6,119
Paul Lindsley (Cfo) $114,671 $0 $4,587
Cyndee Lemon (Coo) $83,651 $0 $2,700
Anthony Violanti (Chairman) $0 $0 $0
Annie Miller (Vice Chairman) $0 $0 $0
Lauretta Davis (Treasurer) $0 $0 $0
Abby Legos (Secretary) $0 $0 $0
Reed Graham (Director/Security Officer) $0 $0 $0
Joan Latuff (Director/Security Officer) $0 $0 $0
Ted Celentino (Director) $0 $0 $0
Karen Dawkins (Director) $0 $0 $0
Karen Malekos Smith (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chairman) $0 $0 $0
Gary Chu (Supv Cmte Member) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,848,064
Expenses
$2,401,624
Net Income
$446,440
Net Assets
$6,209,707
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,269,502
79.7%
Investment Income $408,639
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $169,923
6.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $145,806
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $913,968
38.1%
Assets/Debt
Total Assets $64,834,695
Total Liabilities $58,624,988
Net Assets $6,209,707
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $145,806 $0 $100,989
Anthony Violanti (Chairman) $0 $0 $0
Annie Miller (Vice Chairman) $0 $0 $0
Lauretta Davis (Treasurer) $0 $0 $0
Abby Legos (Secretary) $0 $0 $0
Reed Graham (Director/Security Officer) $0 $0 $0
Joan Latuff (Director/Security Officer) $0 $0 $0
Ted Celentino (Director) $0 $0 $0
Linda Bell (Director) $0 $0 $0
Karen Malekos Smith (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chairman) $0 $0 $0
Gary Chu (Supv Cmte Member) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,297,207
Expenses
$2,099,137
Net Income
$198,070
Net Assets
$3,798,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,006,812
87.4%
Investment Income $290,070
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $325
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,040
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $493,898
23.5%
Assets/Debt
Total Assets $52,759,397
Total Liabilities $48,960,530
Net Assets $3,798,867
Compensation
Key Employees and Officers Compensation Related Other
Carol Linda White (President & Ceo) $124,040 $0 $114,198
Anthony Violanti (Chairman) $0 $0 $0
Annie Miller (Vice Chairman) $0 $0 $0
Lauretta Davis (Treasurer) $0 $0 $0
Abby Legos (Secretary) $0 $0 $0
Reed Graham (Director/Security Officer) $0 $0 $0
Joan Latuff (Director/Security Officer) $0 $0 $0
Ted Celentino (Director) $0 $0 $0
Denzil Adams Jr (Director) $0 $0 $0
Karen Malekos Smith (Director) $0 $0 $0
Theresa Chase (Supv Cmte Chairman) $0 $0 $0
Gary Chu (Supv Cmte Member) $0 $0 $0
Ann Brown (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,468,889
Expenses
$2,354,994
Net Income
$113,895
Net Assets
$3,600,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,223,574
90.1%
Investment Income $245,315
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $136,712
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $509,554
21.6%
Assets/Debt
Total Assets $50,209,793
Total Liabilities $46,608,996
Net Assets $3,600,797

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,547,707
Expenses
$2,120,519
Net Income
$427,188
Net Assets
$3,486,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,193,139
86.1%
Investment Income $274,579
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $79,989
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $125,157
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $509,068
24.0%
Assets/Debt
Total Assets $48,387,304
Total Liabilities $44,900,402
Net Assets $3,486,902

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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