Upward Credit Union

Overview / Commentary

www.upwardcu.org

650-231-1300

1860 El Camino Real Ste 100
Burlingame, CA 94010

Upward Credit Union is headquartered in Burlingame and is the 166^th largest credit union in the state of California. It is also the 1,838^th largest credit union in the nation. It was established in 1956 and as of March of 2021, it had grown to 14 employees and 4,653 members at 3 locations. Upward Credit Union has an A health rating.

Field of Membership Restrictions

Membership is open to those who live, work, or attend school in San Mateo County in California. Membership is also open to employees of Mills-Peninsula Health Services and its subsidiaries, Blood Centers of the Pacific, equoia Hospital, who work in Redwood City, California, Pathways Private Duty and Pathways Home, Health, and Hospice who work in Mountain View, California.
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Health

Data as of Q1 2021

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Additional Factors: Institutions with a small asset base, a short operating history, or negative return on assets can represent an instability risk beyond what their financial ratios indicate. Upward Credit Union has a relatively low asset base.

Health Grade Components

Overall
NCUA #	65323
Year Chartered	1956
Employees	14
Primary Regulator

Profit Margin
Return on Assets - YTD	0.13%
Return on Equity - YTD	1.37%
Annual Interest Income	$589.00K

Assets and Liabilities
Assets	Q1 2021vs Q1 2020	$95.9MM$79.8MM
Loans	Q1 2021vs Q1 2020	$42.3MM$47.3MM
Deposits	Q1 2021vs Q1 2020	$86.6MM$70.7MM
Equity Capital	Q1 2021vs Q1 2020	$8.8MM$8.6MM
Loan Loss Allowance	Q1 2021vs Q1 2020	$121.00K$116.00K
Unbacked Noncurrent Loans	Q1 2021vs Q1 2020	$321.00K$577.00K
Real Estate Owned	Q1 2021vs Q1 2020	$0$0

Rates

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Savings
Money Market
Checking
CD

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Always verify rates and promotions with the bank or credit union. We are not Upward Credit Union; we are a rate comparison website and cannot provide official rates or promotions.

* The APY shown varies based on the deposit amount. Expand the listing to see APYs for other deposit amounts.

Upward Credit Union Savings Account Rates

APY	MIN	MAX	ACCOUNT NAME
0.50%^*	-	$25k	Kasasa Saver
OTHER TIERS: 0.25% → $25k+
0.05%	$100	-	Regular Share
0.05%	$25	-	Youth Accounts
0.05%	$100	-	Club Account
0.05%	$100	-	Christmas Club

Upward Credit Union Money Market Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
0.15%	$2.5k	-	Money Market

Upward Credit Union Checking Account Rates

APY	MIN	MAX	ACCOUNT NAME	VIEW DETAILS
1.00%^*	-	$10k	Kasasa Cash
OTHER TIERS: 0.25% → $10k+

Upward Credit Union CD Rates

APY	MIN	MAX	ACCOUNT NAME
0.30%	$1k	-	6 to 11 Month Term Certificate
0.30%	$1k	-	12 to 23 Month Term Certificate
0.30%	$1k	-	24 to 35 Month Term Certificate
0.30%	$1k	-	36 Month Term Certificate

Locations

Upward Credit Union Locations
Branch Office	1860 El Camino Real Ste 100	Burlingame, CA 94010-3106
Branch Office	100 S San Mateo Dr	San Mateo, CA 94401
Branch Office	170 Alameda de Las Pulgas	Redwood City, CA 94062

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