PARTNERSHIP FINANCIAL CREDIT UNION

EIN: 366070077 Public & Societal Benefit

MORTON GROVE, IL

Total Revenue
$15,782,269
Total Expenses
$14,143,185
Total Assets
$358,164,767
Net Assets
$34,291,670
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
IL
Principal Officer
MARY ANN E PUSATERI
Phone
8476973281
Tax Period
2023-01-01 to 2023-12-31

PARTNERSHIP FINANCIAL CREDIT UNION, founded in 1958, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $15.8M in total revenue in fiscal year 2023. Expenses of $14.1M left a modest 10% surplus.

Mission

STATE CHARTERED CREDIT UNION SERVING OVER 15,000 MEMBERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,617,488
Investment Income $7,614,397
Other Revenue $550,384
TOTAL REVENUE $15,782,269

Expense Breakdown

Grants Paid $39,700
Salaries & Benefits $3,900,910
Fundraising Expenses $0
Other Expenses $10,202,575
TOTAL EXPENSES $14,143,185

Year-over-Year Comparison

2023 2022 Change
Revenue $15,782,269 N/A N/A
Expenses $14,143,185 N/A N/A
Net Income $1,639,084 N/A N/A
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
12
Employees
60
Volunteers
13

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
12
$0
Key Employees
2
$730,954
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVEN UNDERWOOD CHAIR 4.00
Officer Director
$0 $0 $0
VANESSA CALLOWAY VICE CHAIR 4.00
Officer Director
$0 $0 $0
BILL PORTER SECRETARY 4.00
Officer Director
$0 $0 $0
PATRICK FLADER TREASURER 4.00
Officer Director
$0 $0 $0
LEN ACKMAN DIRECTOR 4.00
Director
$0 $0 $0
HOWARD BULTINCK DIRECTOR 4.00
Director
$0 $0 $0
KATHERINE FRANCE DIRECTOR 4.00
Director
$0 $0 $0
MICHAEL GRAHAM DIRECTOR 4.00
Director
$0 $0 $0
WALTER JOHN DIRECTOR 4.00
Director
$0 $0 $0
GENE MCCORMACK DIRECTOR 4.00
Director
$0 $0 $0
JOE THOMAS DIRECTOR 4.00
Director
$0 $0 $0
MIKE VILCHES DIRECTOR 4.00
Director
$0 $0 $0
MARY ANN PUSATERI CHIEF EXECUTIVE OFFICER 40.00
Key Emp
$501,423 $25,668 $527,091
THERESA GUERRIERO CHIEF LENDING OFFICER 40.00
Key Emp
$188,433 $15,430 $203,863
MARISA CONFORTI CHIEF OPERATIONS & STRATEGY OFFICER 40.00
$160,530 $13,058 $173,588
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $15,782,269 $14,143,185 $358,164,767 $1,639,084
2022 $10,921,191 $9,013,726 $365,107,745 $1,907,465
2021 $9,633,298 $6,964,655 $361,844,381 $2,668,643
2020 $7,552,113 $6,103,728 $237,799,858 $1,448,385
2019 $7,348,572 $5,512,802 $183,811,073 $1,835,770
2018 $5,900,319 $4,742,635 $177,796,456 $1,157,684
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