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Nonprofiteer
← CREDIT UNIONS IN THE STATE OF CALIFORNIA

Form 990 for tax year 2024

Filed by CREDIT UNIONS IN THE STATE OF CALIFORNIA.

Totals

Total revenue
$131,855,521
Total expenses
$128,556,761
Contributions and grants received
$0
Grants paid
$125,435
Program service revenue
$116,045,081
Investment income
$14,411,544
Other revenue
$1,398,896
Total assets, end of year
$2,241,896,241
Total liabilities, end of year
$2,094,260,029
Net assets or fund balances, end of year
$147,636,212
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INTEREST ON LOANS

    total $86,484,021 · related or exempt $86,484,021

  • 2b · Program service revenue: OTHER OPERATING INCOME

    total $23,546,547 · related or exempt $22,513,456 · unrelated business $1,033,091

  • 2c · Program service revenue: FEE INCOME

    total $6,014,513 · related or exempt $5,954,854 · unrelated business $59,659

  • 3 · Investment income

    total $14,411,544 · related or exempt $14,411,544

  • 11a · Other revenue: OTHER NON-INTEREST INC

    total $900,000 · related or exempt $900,000

  • 11b · Other revenue: GAIN ON SALES OF LOANS

    total $433,897 · related or exempt $433,897

  • 11c · Other revenue: GAIN ON DISPOSAL OF AT

    total $64,999 · related or exempt $64,999

  • 11e · Other revenue, total

    $1,398,896

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $125,435

  • 5 · Compensation of officers, directors and key employees

    total $9,285,932

  • 7 · Other salaries and wages

    total $18,545,185

  • 8 · Pension plan contributions

    total $939,343

  • 9 · Other employee benefits

    total $2,727,053

  • 10 · Payroll taxes

    total $2,116,404

  • 11b · Fees: legal

    total $379,708

  • 11c · Fees: accounting

    total $535,467

  • 11g · Fees: other

    total $3,188,930

  • 12 · Advertising and promotion

    total $1,549,765

  • 13 · Office expenses

    total $4,464,130

  • 14 · Information technology

    total $4,882,617

  • 16 · Occupancy

    total $3,386,958

  • 17 · Travel

    total $770,214

  • 20 · Interest

    total $52,687,680

  • 22 · Depreciation, depletion and amortization

    total $2,590,127

  • 23 · Insurance

    total $266,086

  • 24a · Other expenses: PROVISION FOR LOAN & LE

    total $10,250,177

  • 24b · Other expenses: LOAN SERVICING EXPENSE

    total $7,027,357

  • 24c · Other expenses: MISC OPERATING EXPENSES

    total $2,438,133

  • 24d · Other expenses: OPERATING FEES

    total $261,620

  • 24e · All other expenses

    total $138,440

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $35,739,994 · end of year $27,202,047

  • 2 · Savings and temporary cash investments

    beginning of year $78,279,177 · end of year $77,580,757

  • 5 · Loans and receivables from officers and key people

    beginning of year $31,587,497 · end of year $30,846,399

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,285,620 · end of year $4,630,857

  • 10a · Land, buildings and equipment: cost or other basis

    $52,098,786

  • 10b · Land, buildings and equipment: accumulated depreciation

    $25,647,087

  • 10c · Land, buildings and equipment, net

    beginning of year $28,238,777 · end of year $26,451,699

  • 11 · Investments: publicly traded securities

    beginning of year $185,283,741 · end of year $255,079,863

  • 13 · Investments: program-related

    beginning of year $1,830,764,757 · end of year $1,726,282,526

  • 14 · Intangible assets

    beginning of year $25,299 · end of year $6,050

  • 15 · Other assets

    beginning of year $81,298,078 · end of year $93,816,043

  • 17 · Accounts payable and accrued expenses

    beginning of year $32,045,772 · end of year $26,876,090

  • 25 · Other liabilities

    beginning of year $2,102,368,971 · end of year $2,067,383,939

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $140,088,197 · end of year $147,636,212

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.

  • THROUGH GRANTS FROM THE CDFI AND THE $35 MILLION IN SUPPLEMENTAL CAPITAL, CONTINUED TO EXPAND LENDING TO LOW AND MODERATE INCOME MEMBERS.

  • RECEIVED $35,000,000 IN SUPPLEMENTAL CAPITAL LOANS THROUGH THE U.S. TREASURY DEPARTMENT'S EMERGENCY CAPITAL INVESTMENT PROGRAM (ECIP).

  • RECEIVED ADDITIONAL GRANTS AS A CDFI (COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION) DESIGNATED CREDIT UNION, TO HELP LOW-INCOME COMMUNITIES BY PROVIDING ACCESS TO FINANCIAL PRODUCTS AND SERVICES FOR LOCAL RESIDENTS AND BUSINESSES.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Yves Pinkowitz

    CHAIRPERSON

    Total calculated
    $6,321
    From this org
    $6,321
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dr William Feaster

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Alan Bergman

    TREASURER

    Total calculated
    $5,753
    From this org
    $5,753
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Donna Clawson

    SECRETARY

    Total calculated
    $3,489
    From this org
    $3,489
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ralph Crowther

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Geery

    BOARD MEMBER

    Total calculated
    $6,716
    From this org
    $6,716
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Mario Guerra

    BOARD MEMBER

    Total calculated
    $2,877
    From this org
    $2,877
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Alex Saab

    BOARD MEMBER

    Total calculated
    $4,793
    From this org
    $4,793
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Barbara Smith

    BOARD MEMBER

    Total calculated
    $3,749
    From this org
    $3,749
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Joe Spetz

    EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Caryn Phillips

    SUPV CMTE CHAIRPERSON

    Total calculated
    $2,570
    From this org
    $2,570
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Steve Koester

    SUPV CMTE MEMBER

    Total calculated
    $3,358
    From this org
    $3,358
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Vince Workman

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nader Moghaddam

    PRESIDENT/CEO

    Total calculated
    $1,251,216
    From this org
    $1,189,307
    From related orgs
    $0
    Other
    $61,909
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $828,496
    Bonus
    $347,119
    Other
    $13,692
    Deferred
    $30,500
    Nontaxable benefits
    $31,409
    Filer's total
    $1,251,216

  • Mary Torsney

    EVP/CFO

    Total calculated
    $498,540
    From this org
    $472,359
    From related orgs
    $0
    Other
    $26,181
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,372
    Bonus
    $100,923
    Other
    $2,064
    Deferred
    $3,968
    Nontaxable benefits
    $22,213
    Filer's total
    $498,540

  • Cambria Briggsformer

    SVP HUMAN RESOURCES

    Total calculated
    $728,995
    From this org
    $715,912
    From related orgs
    $0
    Other
    $13,083
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,580
    Bonus
    $61,861
    Other
    $430,471
    Deferred
    $13,083
    Nontaxable benefits
    $0
    Filer's total
    $728,995

  • Wanda A Williams

    EVP/CAO

    Total calculated
    $707,833
    From this org
    $660,546
    From related orgs
    $0
    Other
    $47,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $339,082
    Bonus
    $315,133
    Other
    $6,331
    Deferred
    $30,500
    Nontaxable benefits
    $16,787
    Filer's total
    $707,833

  • Darren Herrmann

    EVP/COO

    Total calculated
    $479,691
    From this org
    $429,809
    From related orgs
    $0
    Other
    $49,882
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,913
    Bonus
    $91,832
    Other
    $2,064
    Deferred
    $27,669
    Nontaxable benefits
    $22,213
    Filer's total
    $479,691

  • Jill Hall Erps

    SVP/CRO

    Total calculated
    $360,782
    From this org
    $293,153
    From related orgs
    $0
    Other
    $67,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,953
    Bonus
    $53,032
    Other
    $3,168
    Deferred
    $30,500
    Nontaxable benefits
    $37,129
    Filer's total
    $360,782

  • Lori Reevesformer

    SVP CHIEF MARKETING OFFICER

    Total calculated
    $290,210
    From this org
    $290,210
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $25,931
    Other
    $264,279
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $290,210

  • Mario Osorio

    SVP INVESTMENT AND INSURANCE

    Total calculated
    $275,154
    From this org
    $250,237
    From related orgs
    $0
    Other
    $24,917
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,709
    Bonus
    $30,458
    Other
    $1,070
    Deferred
    $24,917
    Nontaxable benefits
    $0
    Filer's total
    $275,154

  • Franklin Scott Ortwine

    VP/CIO

    Total calculated
    $256,189
    From this org
    $239,266
    From related orgs
    $0
    Other
    $16,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,519
    Bonus
    $0
    Other
    $1,747
    Deferred
    $16,923
    Nontaxable benefits
    $0
    Filer's total
    $256,189

  • Kamil Sakici

    SVP CHIEF STRATEGY OFFICER

    Total calculated
    $245,880
    From this org
    $214,990
    From related orgs
    $0
    Other
    $30,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,879
    Bonus
    $30,000
    Other
    $1,111
    Deferred
    $21,719
    Nontaxable benefits
    $9,171
    Filer's total
    $245,880

  • Matthew Paul Herrick

    EVP CHIEF REVENUE OFFICER

    Total calculated
    $228,364
    From this org
    $209,220
    From related orgs
    $0
    Other
    $19,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,805
    Bonus
    $0
    Other
    $415
    Deferred
    $8,038
    Nontaxable benefits
    $11,106
    Filer's total
    $228,364

  • Eric Zittel

    SVP CHIEF LENDING OFFICER

    Total calculated
    $191,388
    From this org
    $178,680
    From related orgs
    $0
    Other
    $12,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,385
    Bonus
    $10,000
    Other
    $295
    Deferred
    $0
    Nontaxable benefits
    $12,708
    Filer's total
    $191,388

  • Justin Chang

    VP COMMERCIAL LENDING

    Total calculated
    $320,038
    From this org
    $280,461
    From related orgs
    $0
    Other
    $39,577
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,358
    Bonus
    $60,000
    Other
    $1,103
    Deferred
    $17,364
    Nontaxable benefits
    $22,213
    Filer's total
    $320,038

  • Juan A Jimenez-Lindmeier

    VP REAL ESTATE LENDING

    Total calculated
    $311,036
    From this org
    $261,771
    From related orgs
    $0
    Other
    $49,265
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,530
    Bonus
    $68,292
    Other
    $949
    Deferred
    $30,500
    Nontaxable benefits
    $18,765
    Filer's total
    $311,036

  • Michael Stavrakis

    VP FINANCE

    Total calculated
    $270,310
    From this org
    $239,810
    From related orgs
    $0
    Other
    $30,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,705
    Bonus
    $27,055
    Other
    $1,050
    Deferred
    $30,500
    Nontaxable benefits
    $0
    Filer's total
    $270,310

  • Christopher A Marquez

    VP IT INFRASTRUCTURE

    Total calculated
    $253,906
    From this org
    $231,693
    From related orgs
    $0
    Other
    $22,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,569
    Bonus
    $27,099
    Other
    $1,025
    Deferred
    $0
    Nontaxable benefits
    $22,213
    Filer's total
    $253,906

  • Dennis Donnelly

    VP MEMBER CONTACT CENTER

    Total calculated
    $229,531
    From this org
    $224,894
    From related orgs
    $0
    Other
    $4,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,318
    Bonus
    $25,157
    Other
    $419
    Deferred
    $4,637
    Nontaxable benefits
    $0
    Filer's total
    $229,531

  • Stephanie Heglar

    VP RISK MANAGEMENT

    Total calculated
    $263,606
    From this org
    $218,971
    From related orgs
    $0
    Other
    $44,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,642
    Bonus
    $25,664
    Other
    $2,665
    Deferred
    $30,500
    Nontaxable benefits
    $14,135
    Filer's total
    $263,606

  • Eric Johnson

    VP CONTROLLER

    Total calculated
    $245,889
    From this org
    $216,180
    From related orgs
    $0
    Other
    $29,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,385
    Bonus
    $24,863
    Other
    $932
    Deferred
    $10,944
    Nontaxable benefits
    $18,765
    Filer's total
    $245,889

  • Travis Long

    VP ENTERPRISE PROJECT MANAGEMENT

    Total calculated
    $258,058
    From this org
    $210,771
    From related orgs
    $0
    Other
    $47,287
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,775
    Bonus
    $25,082
    Other
    $914
    Deferred
    $30,500
    Nontaxable benefits
    $16,787
    Filer's total
    $258,058

  • Angelo George Cox

    VP FACILITIES PURCHASING & PHYSICAL SECURITY

    Total calculated
    $252,969
    From this org
    $210,420
    From related orgs
    $0
    Other
    $42,549
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,296
    Bonus
    $24,204
    Other
    $920
    Deferred
    $20,336
    Nontaxable benefits
    $22,213
    Filer's total
    $252,969

  • Evan K Albertazzi

    VP DIGITAL DELIVERY

    Total calculated
    $256,226
    From this org
    $201,817
    From related orgs
    $0
    Other
    $54,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,974
    Bonus
    $22,435
    Other
    $408
    Deferred
    $23,000
    Nontaxable benefits
    $31,409
    Filer's total
    $256,226

  • Joann Forte

    VP LOAN RESOLUTION

    Total calculated
    $230,326
    From this org
    $198,777
    From related orgs
    $0
    Other
    $31,549
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,546
    Bonus
    $20,827
    Other
    $2,404
    Deferred
    $23,775
    Nontaxable benefits
    $7,774
    Filer's total
    $230,326

  • Brian Edward Siegel

    VP MARKETING

    Total calculated
    $214,067
    From this org
    $185,286
    From related orgs
    $0
    Other
    $28,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,933
    Bonus
    $15,000
    Other
    $2,353
    Deferred
    $10,228
    Nontaxable benefits
    $18,553
    Filer's total
    $214,067

  • Andrea Portillo

    VP LOAN SERVICING

    Total calculated
    $186,782
    From this org
    $167,907
    From related orgs
    $0
    Other
    $18,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,979
    Bonus
    $20,225
    Other
    $703
    Deferred
    $8,519
    Nontaxable benefits
    $10,356
    Filer's total
    $186,782

  • Jeanette Mardesic

    VP BRANCH DELIVERY

    Total calculated
    $188,658
    From this org
    $157,973
    From related orgs
    $0
    Other
    $30,685
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,823
    Bonus
    $20,854
    Other
    $296
    Deferred
    $8,472
    Nontaxable benefits
    $22,213
    Filer's total
    $188,658

  • Adam Wass

    FINANCIAL CONSULTANT

    Total calculated
    $376,837
    From this org
    $332,202
    From related orgs
    $0
    Other
    $44,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $61,338
    Bonus
    $268,812
    Other
    $2,052
    Deferred
    $30,500
    Nontaxable benefits
    $14,135
    Filer's total
    $376,837

  • Haribabu Krishnamoorthy

    DIRECTOR, PROGRAMMING & DEVELOPMENT

    Total calculated
    $258,465
    From this org
    $223,588
    From related orgs
    $0
    Other
    $34,877
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,331
    Bonus
    $17,595
    Other
    $662
    Deferred
    $16,112
    Nontaxable benefits
    $18,765
    Filer's total
    $258,465

  • Larry Romero

    SENIOR COMMERCIAL LOAN OFFICER

    Total calculated
    $212,850
    From this org
    $198,715
    From related orgs
    $0
    Other
    $14,135
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,188
    Bonus
    $47,594
    Other
    $5,933
    Deferred
    $0
    Nontaxable benefits
    $14,135
    Filer's total
    $212,850

  • Alex Saldana

    DIRECTOR, MEMBER ADVICE CENTER

    Total calculated
    $223,523
    From this org
    $178,310
    From related orgs
    $0
    Other
    $45,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,776
    Bonus
    $72,323
    Other
    $211
    Deferred
    $23,000
    Nontaxable benefits
    $22,213
    Filer's total
    $223,523

  • Anthony L Kendziorski

    DIRECTOR, NETWORK & SYSTEMS INFRASTRUCTURE

    Total calculated
    $206,118
    From this org
    $163,071
    From related orgs
    $0
    Other
    $43,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,843
    Bonus
    $11,742
    Other
    $1,486
    Deferred
    $11,638
    Nontaxable benefits
    $31,409
    Filer's total
    $206,118

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINES 4A-B
LORI REEVES, REPORTED ON PART VII AS AN OFFICER, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $264,279 IN 2024. CAMBRIA BRIGGS, REPORTED ON PART VII AS AN OFFICER, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $430,000 IN 2024. ADDITIONALLY, THREE MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM HAVE NON-RECOURSE COLLATERAL ASSIGNMENT SPLITDOLLAR LIFE INSURANCE POLICIES, THE PREMIUMS OF WHICH ARE SUBJECT TO A LOAN TO THE EXECUTIVE, WHICH IS SECURED BY THE CASH SURRENDER VALUE IN THE POLICY. THE LOANS ARE GENERALLY CARRIED AT THE CASH SURRENDER VALUE OF THE CREDIT UNION'S INTEREST IN THE POLICY. THE LOANS TO THE EXECUTIVES, COLLATERALIZED BY THE CASH SURRENDER VALUE OF THE POLICY, ARE RECORDED WITHIN OTHER ASSETS AT APPROXIMATELY $24,741,000 AND $24,244,000 AT DECEMBER 31, 2024 AND 2023, RESPECTIVELY, AND BEARS A NOMINAL INTEREST RATE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • FINANCIAL PARTNERS SERVICES LLC

    INSURANCE · CA · income $0 · assets $0

    Directly controlled by FINANCIAL PARTNERS CREDIT UNION

  • PARTNERSHIP INSURANCE AGENCY LLC

    INSURANCE · CA · income $599,002 · assets $43,877

    Directly controlled by FINANCIAL PARTNERS CREDIT UNION

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202533179349308843

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