WPublic & Societal BenefitEIN: 366070077· Ruling Year: 1958

Partnership Financial Credit Union

Morton Grove, Illinois

A-Health Score
76A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 9 peers in Public & Societal Benefit with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.42×
Peer Median11.38×
💰
$15.8M
Total Revenue
📊
$14.1M
Total Expenses
🏦
$34.3M
Net Assets
📋
$323.9M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+44.5%
Year-over-year change (2022 → 2023)
Net Margin
+10.4%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.42
Net assets divided by total expenses
Liabilities-to-Assets
90.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$15,782,26945%$14,143,18557%$358,164,7672%
2022$10,921,19113%$9,013,72629%$365,107,7451%
2021$9,633,29828%$6,964,65514%$361,844,38152%
2020$7,552,1133%$6,103,72811%$237,799,85829%
2019$7,348,57225%$5,512,80216%$183,811,0733%
2018$5,900,31918%$4,742,63511%$177,796,456
2017$4,981,3146%$4,261,3391%$178,266,5631%
2016$4,698,3753%$4,316,6661%$177,263,8984%
2015$4,552,02235%$4,351,96736%$170,164,6714%
2014$3,368,42454%$3,210,40552%$163,662,64295%
2013$2,194,03812%$2,105,25110%$84,092,8471%
2012$2,498,05313%$2,347,57718%$82,957,8271%
2011$2,864,198$2,864,196$83,595,032

Frequently Asked Questions

What does Partnership Financial Credit Union do?

Partnership Financial Credit Union is a public & societal benefit nonprofit organization based in Illinois. It is classified under NTEE code W61 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Partnership Financial Credit Union financially healthy?

Based on our 9-metric Financial Health Score model, Partnership Financial Credit Union has a score of 76/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Partnership Financial Credit Union generate?

Partnership Financial Credit Union reports $19.2M in annual revenue and holds $366.4M in total assets, based on IRS filings.

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