- Revenue 2025
- $132,955,752
- Expenses 2025
- $126,987,488
As filed
- Subsection
- 14
- Classification
- 1000
- Street
- 7800 IMPERIAL HWY
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-6123880). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
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.
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $132,955,752
- Expenses
- $126,987,488
- Contributions
- $0
- Grants paid
- $247,897
-
2024
- Revenue
- $131,855,521
- Expenses
- $128,556,761
- Contributions
- $0
- Grants paid
- $125,435
-
2023
- Revenue
- $112,970,824
- Expenses
- $108,208,142
- Contributions
- $0
- Grants paid
- $99,407
-
2022
- Revenue
- $83,728,887
- Expenses
- $83,433,676
- Contributions
- $0
- Grants paid
- $198,276
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $84,060,195
- Expenses
- $72,366,837
- Assets (EOY)
- $1,913,935,025
-
2020 · 990
- Revenue
- $83,874,646
- Expenses
- $72,618,968
- Assets (EOY)
- $1,754,411,091
-
2019 · 990
- Revenue
- $69,472,740
- Expenses
- $62,150,616
- Assets (EOY)
- $1,503,278,090
-
2018 · 990
- Revenue
- $65,495,513
- Expenses
- $59,329,918
- Assets (EOY)
- $1,378,108,182
-
2017 · 990
- Revenue
- $60,537,395
- Expenses
- $54,345,537
- Assets (EOY)
- $1,315,276,910
-
2016 · 990
- Revenue
- $58,682,591
- Expenses
- $48,598,096
- Assets (EOY)
- $1,233,633,174
-
2015 · 990
- Revenue
- $47,880,179
- Expenses
- $43,354,553
- Assets (EOY)
- $1,081,460,866
-
2013 · 990
- Revenue
- $39,734,115
- Expenses
- $33,342,056
- Assets (EOY)
- $858,950,971
-
2012 · 990
- Revenue
- not reported
- Expenses
- $32,352,782
- Assets (EOY)
- $794,366,107
-
2011 · 990
- Revenue
- not reported
- Expenses
- $32,287,565
- Assets (EOY)
- $740,369,016
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$100,000
2025 TO PROVIDE SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS THAT BENEFIT THE GENERAL PUBLIC, CREDIT UNIONS, AND THEIR MEMBERS.
-
2025 TO ASSIST IN PROVIDING FINANCIAL SUPPORT FOR CHILDREN IN NEED OF MEDICAL CARE.
-
$56,500
2024 TO ASSIST IN PROVIDING RESOURCES THAT NURTURE, ADVANCE AND PROTECT THE WELL-BEING OF CHILDREN.
-
$50,000
2022 TO HELP FUND RESEARCH THAT INCREASES LEARNING AND HELPS TRANSFORM ORGANIZATIONS.
-
COLUMBIA MEMORIAL SPACE CENTER
$40,000
2022 TO HELP INSPIRE A COMMUNITY OF CRITICAL AND CREATIVE THINKERS THROUGH WORLD-CLASS PROGRAMS.
-
2023 TO ASSIST IN PROVIDING FINANCIAL SUPPORT FOR CHILDREN IN NEED OF MEDICAL CARE.
-
NATIONAL CREDIT UNION FOUNDATION
$25,000
2025 TO ASSIST IN IMPROVING PEOPLE'S FINANCIAL LIVES THROUGH CREDIT UNIONS.
-
$22,500
2023 TO ASSIST IN PROVIDING RESOURCES THAT NURTURE, ADVANCE AND PROTECT THE WELL-BEING OF CHILDREN.
-
COLUMBIA MEMORIAL SPACE CENTER
$20,000
2024 TO HELP IGNITE A COMMUNITY OF CRITICAL AND CREATIVE THINKERS
-
$19,400
2022 TO ASSIST IN PROVIDING FINANCIAL SUPPORT FOR CHILDREN IN NEED OF MEDICAL CARE.
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2025 return
-
FINANCIAL PARTNERS COMMUNITY CARES
501(C)(3) · CHARITY FUND · CA
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2025 return
-
FINANCIAL PARTNERS SERVICES LLC
INSURANCE · CA · income $0 · assets $0
-
PARTNERSHIP INSURANCE AGENCY LLC
INSURANCE · CA · income $678,550 · assets $32,653
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.