Civic Intelligence

Partnership Financial Credit Union

EIN 36-6070077 • 501(c)14 • Morton Grove, IL

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Profile

State chartered credit union providing deposit and loan services to the membership.

Refreshing map…

5940 Lincoln AvenueMorton Grove, IL 60053

www.mypfcu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.89x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

17.09x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$573,525

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

29th percentile

0.2%

Faster asset growth than 29% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

93rd percentile

32%

Faster revenue growth than 93% of similar nonprofits.

501(c)14 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$366,382,055

Up $1,274,310 (+0.3%) from 2022

Liabilities

Down

$327,340,900

Down $6,730,865 (-2.0%) from 2022

Net Assets

Up

$39,041,155

Up $8,005,175 (+26%) from 2022

Operations
Liabilities / Revenue71st percentileNet Margin67th percentile

Revenue

Up

$19,157,568

Up $8,236,377 (+75%) from 2022

Expenses

Up

$16,509,183

Up $7,495,457 (+83%) from 2022

Net Income

Up

$2,648,385

Up $740,920 (+39%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2010: $83,595,395Liabilities 2010: $76,138,666Net Assets 2010: $7,456,7292010Assets 2011: $83,595,032Liabilities 2011: $76,043,501Net Assets 2011: $7,551,5312011Assets 2012: $82,957,827Liabilities 2012: $75,265,520Net Assets 2012: $7,692,3072012Assets 2013: $84,092,847Liabilities 2013: $76,459,853Net Assets 2013: $7,632,9942013Assets 2014: $163,662,642Liabilities 2014: $147,492,819Net Assets 2014: $16,169,8232014Assets 2015: $170,164,671Liabilities 2015: $153,775,992Net Assets 2015: $16,388,6792015Assets 2016: $177,263,898Liabilities 2016: $160,524,310Net Assets 2016: $16,739,5882016Assets 2017: $178,266,563Liabilities 2017: $160,822,299Net Assets 2017: $17,444,2642017Assets 2018: $177,796,456Liabilities 2018: $159,415,407Net Assets 2018: $18,381,0492018Assets 2019: $183,811,073Liabilities 2019: $163,292,254Net Assets 2019: $20,518,8192019Assets 2020: $237,799,858Liabilities 2020: $214,317,448Net Assets 2020: $23,482,4102020Assets 2021: $361,844,381Liabilities 2021: $326,331,269Net Assets 2021: $35,513,1122021Assets 2022: $365,107,745Liabilities 2022: $334,071,765Net Assets 2022: $31,035,9802022Assets 2024: $366,382,055Liabilities 2024: $327,340,900Net Assets 2024: $39,041,1552024

Highlighted filing

2024

Assets$366,382,055
Liabilities$327,340,900
Net Assets$39,041,155
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2010: $3,012,8222010Expenses 2011: $2,864,1962011Expenses 2012: $2,347,5772012Revenue 2013: $2,194,038Expenses 2013: $2,105,251Net Income 2013: $88,7872013Revenue 2014: $3,368,424Expenses 2014: $3,210,405Net Income 2014: $158,0192014Revenue 2015: $4,552,022Expenses 2015: $4,351,967Net Income 2015: $200,0552015Revenue 2016: $4,698,375Expenses 2016: $4,316,666Net Income 2016: $381,7092016Revenue 2017: $4,981,314Expenses 2017: $4,261,339Net Income 2017: $719,9752017Revenue 2018: $5,900,319Expenses 2018: $4,742,635Net Income 2018: $1,157,6842018Revenue 2019: $7,348,572Expenses 2019: $5,512,802Net Income 2019: $1,835,7702019Revenue 2020: $7,552,113Expenses 2020: $6,103,728Net Income 2020: $1,448,3852020Revenue 2021: $9,633,298Expenses 2021: $6,964,655Net Income 2021: $2,668,6432021Revenue 2022: $10,921,191Expenses 2022: $9,013,726Net Income 2022: $1,907,4652022Revenue 2024: $19,157,568Expenses 2024: $16,509,183Net Income 2024: $2,648,3852024

Highlighted filing

2024

Revenue$19,157,568
Expenses$16,509,183
Net Income$2,648,385
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$366,382,055
Liabilities
$327,340,900
Net assets
$39,041,155
Revenue
$19,157,568
Expenses
$16,509,183
Net income
$2,648,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$366$327$39.0$19.2$16.5$2.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$365$334$31.0$10.9$9.01$1.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$362$326$35.5$9.63$6.96$2.67
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$238$214$23.5$7.55$6.10$1.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$184$163$20.5$7.35$5.51$1.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$178$159$18.4$5.90$4.74$1.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$178$161$17.4$4.98$4.26$0.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$161$16.7$4.70$4.32$0.38
2015Detailed filing. Detailed filing data is available for this year.$170$154$16.4$4.55$4.35$0.20
2014Detailed filing. Detailed filing data is available for this year.$164$147$16.2$3.37$3.21$0.16
2013Detailed filing. Detailed filing data is available for this year.$84.1$76.5$7.63$2.19$2.11$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.0$75.3$7.69$2.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.6$76.0$7.55$2.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.6$76.1$7.46$3.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 26, 2025
Return Version
2024v5.2
Gross Receipts
$19,157,568
Mission and Program Overview

Mission

State chartered credit union providing deposit and loan services to the membership.

State chartered credit union serving over 15,000 members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$152,351,917$152,119,163▼ $232,754
Savings and Temporary Cash Investments$103,826,229$101,283,903▼ $2,542,326
Investments in Publicly Traded Securities$73,459,445$83,382,530▲ $9,923,085
Rtn Earn Endowment Incm Other Fnds$34,291,670$39,041,155▲ $4,749,485
Investments Other Securities$11,684,825$12,114,750▲ $429,925
Land, Buildings, and Equipment, Net$7,690,311$8,256,791▲ $566,480
Cash and Non-Interest-Bearing Accounts$2,015,007$2,271,489▲ $256,482
Prepaid Expenses and Deferred Charges$543,829$522,025▼ $21,804
Total Assets$358,164,767$366,382,055▲ $8,217,288
Other Assets Total$6,593,204$6,431,404▼ $161,800
Liabilities
Other Liabilities$316,088,826$324,954,556▲ $8,865,730
Mortgage Notes Payable Secured by Investment Property$5,000,000$0▼ $5,000,000
Accounts Payable and Accrued Expenses$2,784,271$2,386,344▼ $397,927
Total Liabilities$323,873,097$327,340,900▲ $3,467,803
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,291,670$39,041,155▲ $4,749,485
Total Liabilities and Net Assets / Fund Balance$358,164,767$366,382,055▲ $8,217,288

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,599,953$1,119,935$4,719,888
Land$3,019,100-$3,019,100
Other Land Buildings$1,135,124$501,469$1,636,593
Equipment$502,614$1,032,356$1,534,970
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Ann PusateriChief Executive OfficerFT$546,429$27,096$573,525
Mary Ann Pusateri--$472,779$100,746$573,525
Theresa GuerrieroChief Lending OfficerFT$197,684$17,612$215,296
Theresa Guerriero--$182,286$33,010$215,296
Marisa ConfortiChief Operations & Strategy OfficerFT$168,183$11,711$179,894
Marisa Conforti--$154,985$24,909$179,894

Board Members and Trustees

NameTitle
Vanessa CallowayChair
Mike VilchesVice Chair
Gene MccormackDirector
Howard BultinckDirector
Joe ThomasDirector
Katherine FranceDirector
Len AckmanDirector
Michael GrahamDirector
Walter JohnDirector
Bill PorterSecretary
Patrick FladerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,188,414
Investment Income
$9,638,875
Other Revenue
$330,279
Change in Net Assets
$2,648,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,157,568
Total Revenue per Audited Statements
$19,157,568
Total Revenue per Form 990
$19,157,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,546,044
Salaries, Compensation, and Employee Benefits$3,915,684
Grants and Similar Amounts Paid$47,455
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$0$0$0$5,000,310
Other Salaries and Wages$0$0$0$2,332,372
Current Officers, Directors, Trustees, and Key Employees$0$0$0$968,715
Occupancy$0$0$0$564,600
Other Expenses$0$0$0$530,182
Information Technology$0$0$0$447,109
All Other Expenses$0$0$0$432,858
Other Employee Benefits$0$0$0$314,159
Depreciation Depletion$0$0$0$307,337
Office Expenses$0$0$0$274,711
Payroll Taxes$0$0$0$222,037
Advertising$0$0$0$158,571
Pension Plan Contributions$0$0$0$78,401
Insurance$0$0$0$64,139
Grants to Domestic Orgs$0--$47,455
Payments to Affiliates$0$0$0$45,088
Fees for Services Accounting$0$0$0$39,800
Conferences and Meetings$0$0$0$32,549
Travel$0$0$0$20,968
Fees for Services Legal$0$0$0$2,400
Total Functional Expenses$0$0$0$16,509,183

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,509,183
Total Expenses per Audited Statements$16,509,183
Total Expenses per Form 990$16,509,183
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Regular Shares$148,805,570
Certificates of Deposit$85,598,954
Checking Accounts$61,115,131
Partner Plus$24,593,365
Ira Accounts$2,200,440
Ira Certificates of Deposit$2,096,109
Vacation Accounts$474,146
Holiday Accounts$70,841
Escrow Share Accounts$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Partnership Financial Credit Union
EIN
36-6070077
Phone
8476973281
Address
5940 LINCOLN AVENUE, MORTON GROVE, IL 60053

Signing Officer

Name
Mary Ann E Pusateri
Title
Chief Executive Officer
Phone
8476973281
Signed
2025-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann E Pusateri
Formed
1958
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
54
Volunteers
11

Preparer

Firm
Lmhn Ltd
Address
900 N Webster St PO Box 87, Taylorville, IL 62568
Preparer
Brent J Lively CPA
Phone
2178249661
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The organization has one level of membership for anyone who lives and works within a center geological area. Also included are immediate family members and employees of the credit union regardless of where they work or live.”

Pt VI, Line 7A

“The members of the credit union are entitled to vote on the representatives for the board of directors.”

Pt VI, Line 7B

“The members of the credit union are entitled to vote on larger items such as mergers.”

Pt VI, Line 11B

“Form 990 is reviewed by the credit union ceo prior to filing.”

Pt VI, Line 12C

“All of the organizations employees are covered by the conflict of interest policy. The board of directors and upper mangagement are responsible for reviewing and resolving conflicts of interest. The individual with whom the conflict of interest could arise would be excluded from discussions and would have no voting capability on the conflict of interest. The reviewing board of directors and upper management would take appropriate action after the vote.”

Pt VI, Line 15A

“Executive compensation is subject to review and approval by the board of directors.”

Pt VI, Line 15B

“The supervisory committee obtains and reviews the data annually.”

Raw XML AppendixShowing 400 of 555 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/TotalAmt0158571
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060016
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02015007
IRS990/CashNonInterestBearingGrp/EOYAmt02271489
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0968715
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
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IRS990/ConferencesMeetingsGrp/TotalAmt032549
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IRS990/ConservationEasementsInd0false
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IRS990/CYTotalRevenueAmt019157568
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt0307337
IRS990/Desc0MAINTAINED 30,344 DEPOSIT ACCOUNTS AND 118,377 LOAN ACCOUNTS FOR MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt054
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IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesAccountingGrp/TotalAmt039800
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IRS990/FeesForServicesLegalGrp/TotalAmt02400
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IRS990/Form990PartVIISectionAGrp/PersonNm5KATHERINE FRANCE
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL GRAHAM
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IRS990/Form990PartVIISectionAGrp/PersonNm9JOE THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE VILCHES
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY ANN PUSATERI
IRS990/Form990PartVIISectionAGrp/PersonNm12THERESA GUERRIERO
IRS990/Form990PartVIISectionAGrp/PersonNm13MARISA CONFORTI
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