Financial Partners Credit Union
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
4
-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
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
Explore Open Grants
Browse active grant opportunities in Financial Partners Credit Union's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
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International Right of Way Association
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Quince Interfaith Housing Corporation
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—
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—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
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1
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Covia Foundation
GLENDALE, CA
Assets
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Grants
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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