Financial Partners Credit Union

DOWNEY, CA EIN: 95-1653038 Website

FINANCIAL PARTNERS CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS 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, FINANCIAL PARTNERS CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2B

-1.4% YoY

Annual Giving

$93K

+30.3% YoY

Grant Count

-20.0% YoY

Avg Grant Size

$23K

+62.8% YoY

About Financial Partners Credit Union

Based on IRS filings

Financial Partners Credit Union is a nonprofit organization, based in DOWNEY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2B in total assets. In 2024, it awarded 4 grants totaling $93K. Net investment income was $14.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $500K (50%)

California $268K (27%)

Wisconsin $115K (12%)

Utah $83K (8%)

District of Columbia $25K (3%)

States

California District of Columbia Utah Washington Wisconsin

Cities

DowneyIrvineLos AngelesMadisonMilwaukeeOrangeSalt Lake CitySan ClementeSeal BeachTacomaWashingtonWhittier

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,241,896,241	$2,274,502,940	$2,285,374,736
Revenue	$131,855,521	$112,970,824	$83,728,887
Expenses	$128,556,761	$108,208,142	$83,433,676
Qualifying Distributions	—	—	—
Net Investment Income	$14,411,544	$9,078,283	$7,980,694
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

26 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Choc Foundation ($56,500), Columbia Memorial Space Center ($20,000), National Credit Union Foundation ($10,000).

Recipient	Purpose	Amount
CHOC FOUNDATION ORANGE, CA	TO ASSIST IN PROVIDING RESOURCES THAT NURTURE, ADVANCE AND PROTECT THE WELL-BEING OF CHILDREN.	$56,500
COLUMBIA MEMORIAL SPACE CENTER DOWNEY, CA	TO HELP IGNITE A COMMUNITY OF CRITICAL AND CREATIVE THINKERS	$20,000
NATIONAL CREDIT UNION FOUNDATION MILWAUKEE, WI	TO ASSIST IN IMPROVING PEOPLE'S FINANCIAL LIVES THROUGH CREDIT UNIONS.	$10,000
CHILDREN'S MIRACLE NETWORK HOSPITALS IRVINE, CA	TO ASSIST IN PROVIDING FINANCIAL SUPPORT FOR CHILDREN IN NEED OF MEDICAL CARE.	$6,200

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
YVES PINKOWITZ	CHAIRPERSON	1	$6,321
DR WILLIAM FEASTER	VICE CHAIRPERSON	1	—
ALAN BERGMAN	TREASURER	1	$5,753
DONNA CLAWSON	SECRETARY	1	$3,489
RALPH CROWTHER	BOARD MEMBER	1	—
PAUL GEERY	BOARD MEMBER	1	$6,716
MARIO GUERRA	BOARD MEMBER	1	$2,877
ALEX SAAB	BOARD MEMBER	1	$4,793
BARBARA SMITH	BOARD MEMBER	1	$3,749
JOE SPETZ	EMERITUS	1	—
CARYN PHILLIPS	SUPV CMTE CHAIRPERSON	1	$2,570
STEVE KOESTER	SUPV CMTE MEMBER	1	$3,358
VINCE WORKMAN	SUPV CMTE MEMBER	1	—
NADER MOGHADDAM	PRESIDENT/CEO	1	$1,189,307
MARY TORSNEY	EVP/CFO	40	$472,359
CAMBRIA BRIGGSFORMER	SVP HUMAN RESOURCES	40	$715,912
WANDA A WILLIAMS	EVP/CAO	40	$660,546
DARREN HERRMANN	EVP/COO	40	$429,809
JILL HALL ERPS	SVP/CRO	40	$293,153
LORI REEVESFORMER	SVP CHIEF MARKETING OFFICER	40	$290,210
MARIO OSORIO	SVP INVESTMENT AND INSURANCE	40	$250,237
FRANKLIN SCOTT ORTWINE	VP/CIO	40	$239,266
KAMIL SAKICI	SVP CHIEF STRATEGY OFFICER	40	$214,990
MATTHEW PAUL HERRICK	EVP CHIEF REVENUE OFFICER	40	$209,220
ERIC ZITTEL	SVP CHIEF LENDING OFFICER	40	$178,680
JUSTIN CHANG	VP COMMERCIAL LENDING	40	$280,461
JUAN A JIMENEZ-LINDMEIER	VP REAL ESTATE LENDING	40	$261,771
MICHAEL STAVRAKIS	VP FINANCE	40	$239,810
CHRISTOPHER A MARQUEZ	VP IT INFRASTRUCTURE	40	$231,693
DENNIS DONNELLY	VP MEMBER CONTACT CENTER	40	$224,894
STEPHANIE HEGLAR	VP RISK MANAGEMENT	40	$218,971
ERIC JOHNSON	VP CONTROLLER	40	$216,180
TRAVIS LONG	VP ENTERPRISE PROJECT MANAGEMENT	40	$210,771
ANGELO GEORGE COX	VP FACILITIES PURCHASING & PHYSICAL SECURITY	40	$210,420
EVAN K ALBERTAZZI	VP DIGITAL DELIVERY	40	$201,817
JOANN FORTE	VP LOAN RESOLUTION	40	$198,777
BRIAN EDWARD SIEGEL	VP MARKETING	40	$185,286
ANDREA PORTILLO	VP LOAN SERVICING	40	$167,907
JEANETTE MARDESIC	VP BRANCH DELIVERY	40	$157,973
ADAM WASS	FINANCIAL CONSULTANT	40	$332,202
HARIBABU KRISHNAMOORTHY	DIRECTOR, PROGRAMMING & DEVELOPMENT	40	$223,588
LARRY ROMERO	SENIOR COMMERCIAL LOAN OFFICER	40	$198,715
ALEX SALDANA	DIRECTOR, MEMBER ADVICE CENTER	40	$178,310
ANTHONY L KENDZIORSKI	DIRECTOR, NETWORK & SYSTEMS INFRASTRUCTURE	40	$163,071

Frequently Asked Questions

How large is Financial Partners Credit Union?

As of 2024, Financial Partners Credit Union holds $2.2B in total assets with $131.9M in annual revenue. It awarded 4 grants totaling $93K in 2024.

Where does Financial Partners Credit Union operate?

Financial Partners Credit Union has awarded grants in California, District of Columbia, Utah, Washington, Wisconsin.

What size grants does Financial Partners Credit Union award?

In 2024, Financial Partners Credit Union awarded 4 grants totaling $93K — an average of about $23K per grant, based on its IRS Form 990 filings.

What is Financial Partners Credit Union's EIN?

Financial Partners Credit Union's EIN (Employer Identification Number) is 95-1653038. IRS Form 990 filing data is available on this page for 2020–2024.