Partnership Financial Credit Union
Revenue
$19.2m
year to 31 December 2024
Expenses
$16.5m
year to 31 December 2024
Total assets
$366.4m
$327.3m liabilities
Net assets
$39m
assets less liabilities
Directors and trustees
11
7.0 years on average
Staff
54
11 volunteers
Chair observed
≥6 yrs
Vanessa Calloway
Left since last filing
0
no seats appear to have opened
Partnership Financial Credit Union's network
11 people3 organisationsi11 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 11 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Vanessa Calloway Chair | Chair | 2018 | 8 yrs |
| Gene McCormack | Director | 2022 | 4 yrs |
| Howard Bultinck | Director | 2020 | 6 yrs |
| Joseph Thomas (also filed as Joe Thomas) | Director | 2022 | 4 yrs |
| Katherine France | Director | 2018 | 8 yrs |
| Leonard Ackman (also filed as Len Ackman) | Director | 2018 | 8 yrs |
| Michael Graham | Director | 2018 | 8 yrs |
| Michael Vilches (also filed as Mike Vilches) | Vice Chair | 2020 | 6 yrs |
| Patrick Flader | Treasurer | 2020 | 6 yrs |
| Walter John | Director | 2019 | 7 yrs |
| William Porter (also filed as Bill Porter) | Company secretary | 2019 | 7 yrs |
Officers and senior leadership
7 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Dushan Stojanovic | President | since 2020 |
| Marcia Peterson | Executive VP Operations (Thru June) | since 2018 |
| Marisa Conforti | Executive VP Operations | since 2020 |
| Mary Ann E Pusateri | Chief Executive Officer | since 2018 |
| Maryanne Pusateri | Chief Executive Officer | 2020 |
| Theresa Gueriero | Executive VP Lending | since 2018 |
| Theresa Guerriero | Executive VP Lending | since 2021 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Mary Ann Pusateri | Chief Executive Officer | 40 | $546k | $27k | |
| Theresa Guerriero | Chief Lending Officer | 40 | $198k | $18k | |
| Marisa Conforti | Chief Operations & Strategy Officer | 40 | $168k | $12k | |
| Vanessa Calloway | Chair | 4 | $0 | ||
| Bill Porter | Secretary | 4 | $0 | ||
| Patrick Flader | Treasurer | 4 | $0 | ||
| Len Ackman | Director | 4 | $0 | ||
| Howard Bultinck | Director | 4 | $0 | ||
| Katherine France | Director | 4 | $0 | ||
| Michael Graham | Director | 4 | $0 | ||
| Walter John | Director | 4 | $0 | ||
| Gene McCormack | Director | 4 | $0 | ||
| Joe Thomas | Director | 4 | $0 | ||
| Mike Vilches | Vice Chair | 4 | $0 |
About
- Legal name
- Partnership Financial Credit Union
- EIN
- 366070077
- Address
- 5940 Lincoln Ave, Morton Grove, IL, 60053-3350
- State
- Illinois
- Mission
- State chartered credit union serving over 14,470 members. (as filed on the Form 990)
- Activity (NTEE)
- W61 Public and societal benefit
- IRS classification
- 501(c)14 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 1958
- Principal officer
- Mary Ann E Pusateri (as named on the Form 990)
- IRS ruling date
- 1 April 1958
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsVanessa Calloway
≥8years on the filingsKatherine France
≥8years on the filingsLeonard Ackman
≥8years on the filingsMichael Graham
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $366.4m
- Total liabilities
- $327.3m
- Net assets or fund balances
- $39m
- Contributions and grants received
- $0
- Program service revenue
- $9.2m
- Grants and similar paid out
- $47k
- Employees
- 54
- Volunteers
- 11
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $19.2m | $16.5m | $2.6m |
As filed on the IRS Form 990. US dollars.