Form 990 for tax year 2025
Filed by CREDIT UNIONS IN THE STATE OF CALIFORNIA.
Totals
- Total revenue
- $132,955,752
- Total expenses
- $126,987,488
- Contributions and grants received
- $0
- Grants paid
- $247,897
- Program service revenue
- $112,163,096
- Investment income
- $16,853,375
- Other revenue
- $3,939,281
- Total assets, end of year
- $2,238,109,251
- Total liabilities, end of year
- $2,079,094,158
- Net assets or fund balances, end of year
- $159,015,093
- 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 $87,733,810 · related or exempt $87,733,810
-
2b · Program service revenue: OTHER OPERATING INCOME
total $18,148,745 · related or exempt $17,109,261 · unrelated business $1,039,484
-
2c · Program service revenue: FEE INCOME
total $6,280,541 · related or exempt $6,210,265 · unrelated business $70,276
-
3 · Investment income
total $16,853,375 · related or exempt $16,853,375
-
11a · Other revenue: GAIN ON SALES OF LOANS
total $2,891,489 · related or exempt $2,891,489
-
11b · Other revenue: GAIN ON EQUITY AND TRA
total $945,000 · related or exempt $945,000
-
11c · Other revenue: GAIN ON ALL OTHER INVE
total $102,792 · related or exempt $102,792
-
11e · Other revenue, total
$3,939,281
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $241,897
-
2 · Grants to domestic individuals
total $6,000
-
5 · Compensation of officers, directors and key employees
total $9,215,448
-
7 · Other salaries and wages
total $21,840,038
-
8 · Pension plan contributions
total $1,088,986
-
9 · Other employee benefits
total $2,742,043
-
10 · Payroll taxes
total $2,394,154
-
11b · Fees: legal
total $286,787
-
11c · Fees: accounting
total $339,602
-
11g · Fees: other
total $3,596,032
-
12 · Advertising and promotion
total $1,986,273
-
13 · Office expenses
total $3,991,336
-
14 · Information technology
total $7,449,662
-
16 · Occupancy
total $3,490,432
-
17 · Travel
total $933,527
-
20 · Interest
total $48,047,750
-
22 · Depreciation, depletion and amortization
total $2,620,434
-
23 · Insurance
total $289,024
-
24a · Other expenses: LOAN SERVICING EXPENSE
total $7,181,201
-
24b · Other expenses: CREDIT LOSS EXPENSE
total $7,121,560
-
24c · Other expenses: MISC OPERATING EXPENSES
total $1,855,329
-
24d · Other expenses: OPERATING FEES
total $264,951
-
24e · All other expenses
total $5,022
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $27,202,047 · end of year $24,749,734
-
2 · Savings and temporary cash investments
beginning of year $77,580,757 · end of year $155,360,886
-
5 · Loans and receivables from officers and key people
beginning of year $30,846,399 · end of year $32,925,421
-
9 · Prepaid expenses and deferred charges
beginning of year $4,630,857 · end of year $5,082,589
-
10a · Land, buildings and equipment: cost or other basis
$54,369,794
-
10b · Land, buildings and equipment: accumulated depreciation
$26,401,654
-
10c · Land, buildings and equipment, net
beginning of year $26,451,699 · end of year $27,968,140
-
11 · Investments: publicly traded securities
beginning of year $255,079,863 · end of year $237,329,504
-
13 · Investments: program-related
beginning of year $1,726,282,526 · end of year $1,657,292,116
-
14 · Intangible assets
beginning of year $6,050
-
15 · Other assets
beginning of year $93,816,043 · end of year $97,400,861
-
17 · Accounts payable and accrued expenses
beginning of year $26,876,090 · end of year $37,902,878
-
25 · Other liabilities
beginning of year $2,067,383,939 · end of year $2,041,191,280
-
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 $147,636,212 · end of year $159,015,093
Mission and programs · 2025
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.
-
SECURED ADDITIONAL GRANT FUNDING AS A DESIGNATED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) TO EXPAND FINANCIAL ACCESS FOR LOW-INCOME RESIDENTS AND LOCAL BUSINESSES. COMBINED WITH $35 MILLION IN SUPPLEMENTAL CAPITAL LOANS THROUGH THE U.S. TREASURY DEPARTMENT'S EMERGENCY CAPITAL INVESTMENT PROGRAM (ECIP), THESE RESOURCES ENABLED THE CREDIT UNION TO SCALE ITS LENDING PROGRAMS FOR LOW- AND MODERATE-INCOME MEMBERS.
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Yves PinkowitzYVES PINKOWITZ
CHAIRPERSON
- Total calculated
- $1,721
- From this org
- $1,721
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Dr William FeasterDR WILLIAM FEASTER
VICE CHAIRPERSON
- Total calculated
- $2,143
- From this org
- $2,143
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Alan BergmanALAN BERGMAN
TREASURER
- Total calculated
- $5,985
- From this org
- $5,985
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Donna ClawsonDONNA CLAWSON
SECRETARY
- Total calculated
- $3,524
- From this org
- $3,524
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Ralph CrowtherRALPH CROWTHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul GeeryPAUL GEERY
BOARD MEMBER
- Total calculated
- $10,124
- From this org
- $10,124
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Mario GuerraMARIO GUERRA
BOARD MEMBER
- Total calculated
- $6,404
- From this org
- $6,404
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Alex SaabALEX SAAB
BOARD MEMBER
- Total calculated
- $4,722
- From this org
- $4,722
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Barbara SmithBARBARA SMITH
BOARD MEMBER
- Total calculated
- $7,252
- From this org
- $7,252
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Joe SpetzJOE SPETZ
EMERITUS
- Total calculated
- $0
- Hours/week
- 1
-
Caryn PhillipsCARYN PHILLIPS
SUPV CMTE CHAIRPERSON
- Total calculated
- $2,894
- From this org
- $2,894
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Steve KoesterSTEVE KOESTER
SUPV CMTE MEMBER
- Total calculated
- $6,110
- From this org
- $6,110
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Vince WorkmanVINCE WORKMAN
SUPV CMTE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nader MoghaddamNADER MOGHADDAM
PRESIDENT/CEO
- Total calculated
- $1,216,927
- From this org
- $1,128,709
- From related orgs
- $0
- Other
- $88,218
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $859,945
- Bonus
- $255,678
- Other
- $13,086
- Deferred
- $31,000
- Nontaxable benefits
- $57,218
- Filer's total
- $1,216,927
-
Mary TorsneyMARY TORSNEY
EVP/CFO
- Total calculated
- $519,626
- From this org
- $474,851
- From related orgs
- $0
- Other
- $44,775
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $373,164
- Bonus
- $98,519
- Other
- $3,168
- Deferred
- $8,928
- Nontaxable benefits
- $35,847
- Filer's total
- $519,626
-
Wanda A WilliamsWANDA A WILLIAMS
EVP/CAO
- Total calculated
- $704,767
- From this org
- $646,922
- From related orgs
- $0
- Other
- $57,845
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $356,015
- Bonus
- $280,638
- Other
- $10,269
- Deferred
- $31,000
- Nontaxable benefits
- $26,845
- Filer's total
- $704,767
-
Darren HerrmannDARREN HERRMANN
EVP/CTO
- Total calculated
- $528,095
- From this org
- $465,686
- From related orgs
- $0
- Other
- $62,409
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $346,438
- Bonus
- $116,080
- Other
- $3,168
- Deferred
- $24,289
- Nontaxable benefits
- $38,120
- Filer's total
- $528,095
-
Matthew Paul HerrickMATTHEW PAUL HERRICK
EVP/CRO
- Total calculated
- $507,070
- From this org
- $457,505
- From related orgs
- $0
- Other
- $49,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $382,280
- Bonus
- $74,505
- Other
- $720
- Deferred
- $23,500
- Nontaxable benefits
- $26,065
- Filer's total
- $507,070
-
Jill Hall ErpsJILL HALL ERPS
SVP CHIEF DEVELOPMENT OFFICER
- Total calculated
- $454,290
- From this org
- $350,566
- From related orgs
- $0
- Other
- $103,724
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $268,946
- Bonus
- $78,452
- Other
- $3,168
- Deferred
- $34,750
- Nontaxable benefits
- $68,974
- Filer's total
- $454,290
-
Franklin Scott OrtwineFRANKLIN SCOTT ORTWINE
VP CHIEF INFORMATION OFFICER
- Total calculated
- $340,731
- From this org
- $314,432
- From related orgs
- $0
- Other
- $26,299
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,805
- Bonus
- $29,563
- Other
- $2,064
- Deferred
- $26,299
- Nontaxable benefits
- $0
- Filer's total
- $340,731
-
Mario OsorioMARIO OSORIO
SVP INV. & INS. SERVICES
- Total calculated
- $267,891
- From this org
- $243,637
- From related orgs
- $0
- Other
- $24,254
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,240
- Bonus
- $16,296
- Other
- $1,101
- Deferred
- $24,254
- Nontaxable benefits
- $0
- Filer's total
- $267,891
-
Dennis DonnellyDENNIS DONNELLY
SVP OPERATIONS & DIGITAL DELIVERY
- Total calculated
- $247,829
- From this org
- $242,978
- From related orgs
- $0
- Other
- $4,851
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,413
- Bonus
- $27,119
- Other
- $446
- Deferred
- $4,851
- Nontaxable benefits
- $0
- Filer's total
- $247,829
-
Michael StavrakisMICHAEL STAVRAKIS
VP FINANCE
- Total calculated
- $309,369
- From this org
- $276,874
- From related orgs
- $0
- Other
- $32,495
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,557
- Bonus
- $30,264
- Other
- $2,053
- Deferred
- $31,000
- Nontaxable benefits
- $1,495
- Filer's total
- $309,369
-
Justin ChangJUSTIN CHANG
VP COMMERCIAL LENDING AND BUSINESS BANKING
- Total calculated
- $309,912
- From this org
- $258,121
- From related orgs
- $0
- Other
- $51,791
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,462
- Bonus
- $30,555
- Other
- $1,104
- Deferred
- $16,712
- Nontaxable benefits
- $35,079
- Filer's total
- $309,912
-
Peter Russell BoehmePETER RUSSELL BOEHME
VP SECONDARY MARKETING
- Total calculated
- $296,999
- From this org
- $254,753
- From related orgs
- $0
- Other
- $42,246
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,658
- Bonus
- $12,375
- Other
- $720
- Deferred
- $9,657
- Nontaxable benefits
- $32,589
- Filer's total
- $296,999
-
Christopher A MarquezCHRISTOPHER A MARQUEZ
VP IT INFRASTRUCTURE
- Total calculated
- $280,617
- From this org
- $243,562
- From related orgs
- $0
- Other
- $37,055
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,727
- Bonus
- $31,723
- Other
- $1,112
- Deferred
- $4,466
- Nontaxable benefits
- $32,589
- Filer's total
- $280,617
-
Stephanie HeglarSTEPHANIE HEGLAR
VP ENTERPRISE RISK MGMT & COMPLIANCE
- Total calculated
- $277,578
- From this org
- $226,952
- From related orgs
- $0
- Other
- $50,626
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,277
- Bonus
- $28,907
- Other
- $2,768
- Deferred
- $34,750
- Nontaxable benefits
- $15,876
- Filer's total
- $277,578
-
Angelo George CoxANGELO GEORGE COX
VP FACILITIES PURCHASING & PHYSICAL SECURITY
- Total calculated
- $265,950
- From this org
- $223,736
- From related orgs
- $0
- Other
- $42,214
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,298
- Bonus
- $28,474
- Other
- $964
- Deferred
- $18,716
- Nontaxable benefits
- $23,498
- Filer's total
- $265,950
-
Travis LongTRAVIS LONG
VP ENTERPRISE PROJECT MANAGEMENT
- Total calculated
- $277,407
- From this org
- $221,598
- From related orgs
- $0
- Other
- $55,809
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,109
- Bonus
- $28,528
- Other
- $961
- Deferred
- $30,652
- Nontaxable benefits
- $25,157
- Filer's total
- $277,407
-
Jeffrey Adam SmithJEFFREY ADAM SMITH
VP CONSUMER LENDING
- Total calculated
- $268,059
- From this org
- $221,160
- From related orgs
- $0
- Other
- $46,899
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,816
- Bonus
- $12,364
- Other
- $2,980
- Deferred
- $16,331
- Nontaxable benefits
- $30,568
- Filer's total
- $268,059
-
Evan K AlbertazziEVAN K ALBERTAZZI
VP DIGITAL DELIVERY
- Total calculated
- $291,935
- From this org
- $219,599
- From related orgs
- $0
- Other
- $72,336
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $192,574
- Bonus
- $26,583
- Other
- $442
- Deferred
- $23,500
- Nontaxable benefits
- $48,836
- Filer's total
- $291,935
-
Joann ForteJOANN FORTE
VP LOAN RESOLUTION
- Total calculated
- $250,025
- From this org
- $213,155
- From related orgs
- $0
- Other
- $36,870
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,241
- Bonus
- $26,077
- Other
- $4,837
- Deferred
- $26,794
- Nontaxable benefits
- $10,076
- Filer's total
- $250,025
-
Juan A Jimenez-LindmeierJUAN A JIMENEZ-LINDMEIER
VP REAL ESTATE LENDING
- Total calculated
- $265,058
- From this org
- $207,769
- From related orgs
- $0
- Other
- $57,289
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $179,767
- Bonus
- $27,070
- Other
- $932
- Deferred
- $31,000
- Nontaxable benefits
- $26,289
- Filer's total
- $265,058
-
Brian Edward SiegelBRIAN EDWARD SIEGEL
VP MARKETING
- Total calculated
- $235,715
- From this org
- $199,167
- From related orgs
- $0
- Other
- $36,548
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,562
- Bonus
- $21,132
- Other
- $2,473
- Deferred
- $12,961
- Nontaxable benefits
- $23,587
- Filer's total
- $235,715
-
Michael Vincent CooneyMICHAEL VINCENT COONEY
VP LEARNING & DEVELOPMENT
- Total calculated
- $225,294
- From this org
- $193,948
- From related orgs
- $0
- Other
- $31,346
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,118
- Bonus
- $11,439
- Other
- $391
- Deferred
- $5,518
- Nontaxable benefits
- $25,828
- Filer's total
- $225,294
-
Jeanette MardesicJEANETTE MARDESIC
VP BRANCH DELIVERY
- Total calculated
- $233,778
- From this org
- $186,559
- From related orgs
- $0
- Other
- $47,219
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,175
- Bonus
- $29,035
- Other
- $349
- Deferred
- $9,565
- Nontaxable benefits
- $37,654
- Filer's total
- $233,778
-
Andrea PortilloANDREA PORTILLO
VP LOAN SERVICING
- Total calculated
- $198,830
- From this org
- $178,244
- From related orgs
- $0
- Other
- $20,586
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,737
- Bonus
- $21,764
- Other
- $743
- Deferred
- $10,794
- Nontaxable benefits
- $9,792
- Filer's total
- $198,830
-
Eric Johnson FormerERIC JOHNSON FORMER
VP CONTROLLER
- Total calculated
- $197,251
- From this org
- $172,341
- From related orgs
- $0
- Other
- $24,910
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,680
- Bonus
- $24,069
- Other
- $592
- Deferred
- $8,719
- Nontaxable benefits
- $16,191
- Filer's total
- $197,251
-
Adam WassADAM WASS
FINANCIAL CONSULTANT
- Total calculated
- $446,074
- From this org
- $388,213
- From related orgs
- $0
- Other
- $57,861
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $386,066
- Bonus
- $0
- Other
- $2,147
- Deferred
- $31,000
- Nontaxable benefits
- $26,861
- Filer's total
- $446,074
-
Larry RomeroLARRY ROMERO
SENIOR COMMERCIAL LOAN OFFICER
- Total calculated
- $369,709
- From this org
- $352,176
- From related orgs
- $0
- Other
- $17,533
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,782
- Bonus
- $203,233
- Other
- $6,161
- Deferred
- $0
- Nontaxable benefits
- $17,533
- Filer's total
- $369,709
-
Haribabu KrishnamoorthyHARIBABU KRISHNAMOORTHY
DIRECTOR, PROGRAMMING & DEVELOPMENT
- Total calculated
- $271,234
- From this org
- $232,956
- From related orgs
- $0
- Other
- $38,278
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,517
- Bonus
- $20,751
- Other
- $688
- Deferred
- $13,210
- Nontaxable benefits
- $25,068
- Filer's total
- $271,234
-
Jesus Castro CortezJESUS CASTRO CORTEZ
MANAGER, IT OPERATIONS
- Total calculated
- $222,116
- From this org
- $188,222
- From related orgs
- $0
- Other
- $33,894
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,527
- Bonus
- $21,335
- Other
- $360
- Deferred
- $22,624
- Nontaxable benefits
- $11,270
- Filer's total
- $222,116
-
Neil JonesformerNEIL JONESFORMER
SENIOR DIRECTOR, REAL ESTATE LENDING
- Total calculated
- $217,752
- From this org
- $180,178
- From related orgs
- $0
- Other
- $37,574
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,555
- Bonus
- $13,988
- Other
- $37,635
- Deferred
- $19,380
- Nontaxable benefits
- $18,194
- Filer's total
- $217,752
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
- NEIL JONES RECEIVED A SEVERANCE PAYMENT DURING THE YEAR IN THE AMOUNT OF $36,629. 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 $25,247,000 AND $24,741,000 AT DECEMBER 31, 2025 AND 2024, 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
-
$100,000
TO PROVIDE SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, CREDIT UNIONS, AND THEIR MEMBERS.
-
TO ASSIST IN PROVIDING FINANCIAL SUPPORT FOR CHILDREN IN NEED OF MEDICAL CARE.
-
NATIONAL CREDIT UNION FOUNDATION
$25,000
TO ASSIST IN IMPROVING PEOPLE'S FINANCIAL LIVES THROUGH CREDIT UNIONS.
-
$13,512
TO ASSIST IN PROVIDING RESOURCES THAT NURTURE, ADVANCE AND PROTECT THE WELL-BEING OF CHILDREN.
-
$5,475
TO SUPPORT FINANCIAL EDUCATION EFFORTS OF CREDIT UNIONS IN CALIFORNIA AND NEVADA
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.
-
FINANCIAL PARTNERS COMMUNITY CARES
501(C)(3) · CHARITY FUND · CA
Directly controlled by FINANCIAL PARTNERS CREDIT UNION
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 $678,550 · assets $32,653
Directly controlled by FINANCIAL PARTNERS CREDIT UNION
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 10 August 2026
- IRS schema version
- 2025v4.2
- Source object
- 202632239349301998
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