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.
Key facts about Financial Partners Credit Union
In short: Financial Partners Credit Union gave $201K across 5 grants in 2025 (avg $40K), mostly in Wisconsin. Source: 2025 IRS Form 990.
- EIN
- 95-1653038
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $200,547
- Grants made (2025)
- 5
- Average grant
- $40,109
- Median grant
- $25,000
- Total assets
- $2,238,109,251
- Primary geography
- Wisconsin (62% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$2.2B
-0.2% YoY
Annual Giving
$201K
+116.3% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$40K
+73.1% YoY
How Financial Partners Credit Union gives
- Giving grew 23% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Financial Partners Credit Union
Based on IRS filings
Financial Partners Credit Union is a public charity, based in Downey, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.2B in total assets. In 2025, it awarded 5 grants totaling $201K. Net investment income was $16.9M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $66K (2020) to $599K (2021). In 2025 it made 5 grants totaling $201K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Filene Research Institute ($100K). Together the top 5 received $201K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 21 grants of 27 (78%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Filene Research Institute Madison, WI | To provide scientific research and educational programs that benefit the general public, credit unions, and their members. | $100,000 |
| Children's Miracle Network Hospitals Ontario, CA | To assist in providing financial support for children in need of medical care. | $56,560 |
| National Credit Union Foundation Milwaukee, WI | To assist in improving people's financial lives through credit unions. | $25,000 |
| Choc Foundation Orange, CA | To assist in providing resources that nurture, advance and protect the well-being of children. | $13,512 |
| RMJ Foundation Ontario, CA | To support financial education efforts of credit unions in California and Nevada | $5,475 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,238,109,251 | $2,241,896,241 | $2,274,502,940 |
| Revenue | $132,955,752 | $131,855,521 | $112,970,824 |
| Expenses | $126,987,488 | $128,556,761 | $108,208,142 |
| Net Investment Income | $16,853,375 | $14,411,544 | $9,078,283 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 20, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 23, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 27, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Financial Partners Credit Union is led by Nader Moghaddam, President & CEO on every filing since 2020; 40 of 43 officers listed in 2025 are compensated.
Officers on the 2025 filing
Nader Moghaddam
President & CEO
On filings since 2020
40 hrs/week
$1M (2020) → $1.1M (2025)
Caryn Phillips
Supv Cmte Chairperson
Supv Cmte Chair → Supv Cmte Chairperson, 2023
On filings since 2020
1 hr/week
$3K (2021) → $3K (2025)
Yves Pinkowitz
Chairperson
Vice Chair → Vice Chairperson, 2023
Vice Chairperson → Chairperson, 2024
On filings since 2020
1 hr/week
$407 (2020) → $2K (2025)
Haribabu Krishnamoorthy
Director, Programming & Development
On filings since 2023
40 hrs/week
$211K (2023) → $233K (2025)
Neil Jonesformer
Senior Director & Real Estate Lending
New on the 2025 filing
40 hrs/week
$180K (2025)
Adam Wass
Financial Consultant
On filings since 2020
40 hrs/week
$283K (2020) → $388K (2025)
Alan Bergman
Treasurer
On filings since 2020
1 hr/week
$4K (2020) → $6K (2025)
Alex Saab
Board Member
On filings since 2020
1 hr/week
$5K (2023) → $5K (2025)
Barbara Smith
Board Member
Chair → Chairperson, 2023
Chairperson → Board Member, 2024
On filings since 2020
1 hr/week
$540 (2020) → $7K (2025)
Darren Herrmann
Executive Vice President & CTO
Senior Vice President & COO → Executive Vice President & COO, 2023
Executive Vice President & COO → Executive Vice President & CTO, 2025
On filings since 2020
40 hrs/week
$367K (2020) → $466K (2025)
Dennis Donnelly
Senior Vice President Operations & Digital Delivery
Vice President Member Contact Center → Senior Vice President Operations & Digital Delivery, 2025
On filings since 2020
40 hrs/week
$200K (2020) → $243K (2025)
Donna Clawson
Secretary
Board Member → Secretary, 2024
On filings since 2020
1 hr/week
$1K (2021) → $4K (2025)
Joe Spetz
Emeritus
On filings since 2020
1 hr/week
$1K (2020) → $0 (2025)
Juan A. Jimenez-Lindmeier
Vice President Real Estate Lending
Vice President Real Estate Loan Produc → Vice President Real Estate Loan Production, 2022
Vice President Real Estate Loan Production → Vice President Real Estate Lending, 2023
On filings since 2020
40 hrs/week
$442K (2020) → $208K (2025)
Justin Chang
Vice President Commercial Lending & Business Banking
Vice President Commercial Lending → Vice President Commercial Lending & Business Banking, 2025
On filings since 2020
40 hrs/week
$289K (2020) → $258K (2025)
Larry Romero
Senior Commercial Loan Officer
On filings since 2020
40 hrs/week
$484K (2020) → $352K (2025)
Mario Guerra
Board Member
On filings since 2020
1 hr/week
$477 (2020) → $6K (2025)
Mario Osorio
Senior Vice President Investment & Ins. Services
Vice President Investment & Nsurance → Senior Vice President Investment & Insurance, 2023
Senior Vice President Investment & Insurance → Senior Vice President Investment & Ins. Services, 2025
On filings since 2020
40 hrs/week
$194K (2020) → $244K (2025)
Mary Torsney
Executive Vice President & CFO
Senior Vice President & CFO → Executive Vice President & CFO, 2023
On filings since 2020
40 hrs/week
$423K (2020) → $475K (2025)
Paul Geery
Board Member
On filings since 2020
1 hr/week
$3K (2020) → $10K (2025)
Ralph Crowther
Board Member
Chairman → Board Member, 2023
On filings since 2020
1 hr/week
$110 (2020) → $0 (2025)
Stephanie Heglar
Vice President Enterprise Risk Management & Compliance
Vice President Risk Management → Vice President Enterprise Risk Management & Compliance, 2025
On filings since 2020
40 hrs/week
$197K (2020) → $227K (2025)
Steve Koester
Supv Cmte Member
Supv Cmte Secretary → Supv Cmte Member, 2022
On filings since 2020
1 hr/week
$3K (2022) → $6K (2025)
Travis Long
Vice President Enterprise Project Management
On filings since 2020
40 hrs/week
$184K (2020) → $222K (2025)
Vince Workman
Supv Cmte Member
On filings since 2020
1 hr/week
$1K (2022) → $0 (2025)
Wanda A. Williams
Executive Vice President & CAO
Senior Vice President & CAO → Executive Vice President & CAO, 2023
On filings since 2020
40 hrs/week
$355K (2020) → $647K (2025)
William Feaster
Vice Chairperson
Board Member → Secretary, 2021
Secretary → Vice Chairperson, 2024
On filings since 2020
1 hr/week
$2K (2022) → $2K (2025)
Joann Forte
Vice President Loan Resolution
On filings since 2021
40 hrs/week
$170K (2021) → $213K (2025)
Andrea Portillo
Vice President Loan Servicing
On filings since 2022
40 hrs/week
$155K (2022) → $178K (2025)
Angelo George Cox
Vice President Facilities Purchasing & Physical Security
On filings since 2022
40 hrs/week
$96K (2022) → $224K (2025)
Christopher A. Marquez
Vice President It Infrastructure
On filings since 2022
40 hrs/week
$156K (2022) → $244K (2025)
Evan K. Albertazzi
Vice President Digital Delivery
On filings since 2022
40 hrs/week
$162K (2022) → $220K (2025)
Michael Stavrakis
Vice President Finance
On filings since 2022
40 hrs/week
$209K (2022) → $277K (2025)
Brian Edward Siegel
Vice President Marketing
On filings since 2024
40 hrs/week
$185K (2024) → $199K (2025)
Franklin Scott Ortwine
Vice President Chief Information Officer
Vice President & CIO → Vice President Chief Information Officer, 2025
On filings since 2024
40 hrs/week
$239K (2024) → $314K (2025)
Jeanette Mardesic
Vice President Branch Delivery
On filings since 2024
40 hrs/week
$158K (2024) → $187K (2025)
Jill Hall Erps
Senior Vice President Chief Development Officer
Senior Vice President & Cro → Senior Vice President Chief Development Officer, 2025
On filings since 2024
40 hrs/week
$293K (2024) → $351K (2025)
Matthew Paul Herrick
Executive Vice President & Cro
Executive Vice President Chief Revenue Officer → Executive Vice President & Cro, 2025
On filings since 2024
40 hrs/week
$209K (2024) → $458K (2025)
Eric Johnson Former
Vice President Controller
New on the 2025 filing
40 hrs/week
$172K (2025)
Jeffrey Adam Smith
Vice President Consumer Lending
New on the 2025 filing
40 hrs/week
$221K (2025)
Jesus Castro Cortez
Manager & It Operations
New on the 2025 filing
40 hrs/week
$188K (2025)
Michael Vincent Cooney
Vice President Learning & Development
New on the 2025 filing
40 hrs/week
$194K (2025)
Peter Russell Boehme
Vice President Secondary Marketing
New on the 2025 filing
40 hrs/week
$255K (2025)
Former officers (35)
- Former: Eric Johnson (2020–2024) — Vice President Controller
- Former: Anthony L. Kendziorski (2023–2024) — Director, Network & Systems Infrastructure
- Former: Eric Zittel (2023–2024) — Senior Vice President Chief Lending Officer
- Former: Kamil Sakici (2023–2024) — Senior Vice President Chief Strategy Officer
- Former: Alex Saldana (2024) — Director & Member Advice Center
- Former: Cambria Briggsformer (2024) — Senior Vice President Human Resources
- Former: Lori Reevesformer (2024) — Senior Vice President Chief Marketing Officer
- Former: Cambria Briggs (2020–2023) — Senior Vice President Human Resources
- Former: Ermete Vestri (2020–2023) — Vice President Real Estate Lending
- Former: Jill Hall-Erps (2020–2023) — Senior Vice President & Cro
- Former: Joseph Brancucci (2020–2023) — Special Lending Consulting
- Former: Lori Reeves (2020–2023) — Senior Vice President Chief Marketing Officer
- Former: Phillip Fowler (2020–2023) — Vice President Information Technology
- Former: Mark Lakatos (2022–2023) — Vice President Learning & Development
- Former: Royce Ngiam (2022–2023) — Vice President Sponsor & Community Relations
- Former: Aaron Bresko (2023) — Senior Vice President Lending
- Former: David Gregg (2023) — Director, Learning & Development
- Former: Gary Macheel Former (2023) — Emeritus
- Former: Carlos Eduardo Burga (2020–2022) — Senior Real Estate Loan Consultant
- Former: Gary Macheel (2020–2022) — Emeritus
- Former: John Robert Sanchez (2020–2022) — Vice President Facilities Purchasing
- Former: Steven Joffe (2020–2022) — Vice President Consumer Lending
- Former: Tamer Abouelezz (2020–2022) — Real Estate Loan Consultant
- Former: Ralph Crowther Past Chairman (2021–2022) — Board Member
- Former: William Brown (2021–2022) — Real Estate Loan Consultant
- Former: Cindy Serafin (2022) — Vice President Sales & Member Service
- Former: Joseph Chow (2022) — Senior Commercial Loan Officer
- Former: Marisol Cortez (2022) — Real Estate Loan Consultant
- Former: John Iacona (2020–2021) — External Real Estate Loan
- Former: Shane L. Stockwell (2020–2021) — External Real Estate Loan
- Former: Kris Smith (2021) — Vice President It
- Former: Christa Marie Wolfinbarger (2020) — Real Estate Loan Consultant
- Former: David Scott Kipers Former (2020) — Vice President Sales & Member Service
- Former: Erin Im (2020) — Vice President Learning & Development
- Former: Norma A. Stein (2020) — Hr Consultant
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1.1M, to Nader Moghaddam (President/CEO). 40 officers or directors reported compensation on that filing.
Frequently asked questions about Financial Partners Credit Union
How much does Financial Partners Credit Union give each year?
Financial Partners Credit Union gave $201K across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $93K across 4 grants.
What is Financial Partners Credit Union's typical grant size?
Financial Partners Credit Union's median grant in 2025 was $25,000, and its average grant was $40,109, across 5 grants on its 2025 IRS Form 990.
Where does Financial Partners Credit Union give grants?
Financial Partners Credit Union gives mostly in Wisconsin: 62% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was California (38%). The most frequent recipient cities were Ontario, CA (2 grants).
Does Financial Partners Credit Union give general operating support?
Yes: 20% of Financial Partners Credit Union's 2025 grants with a stated purpose (1 of 5) were for general or operating support, per its 2025 IRS Form 990.
Who are Financial Partners Credit Union's largest grantees?
Financial Partners Credit Union's largest 2025 grantees include Filene Research Institute ($100,000), Children's Miracle Network Hospitals ($56,560) and National Credit Union Foundation ($25,000), according to its 2025 IRS Form 990. Together they received 91% of its itemized 2025 grant dollars.
How large is Financial Partners Credit Union?
Financial Partners Credit Union reported $2.2B in total assets on its 2025 IRS Form 990. Its revenue that year was $133.0M.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Financial Partners Credit Union by hand.
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