2025-08-12T07:17:34-05:00 2025-03-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2024-04-01 060659505 FINEX CREDIT UNION FINE 8602820001 616 BURNSIDE AVENUE EAST HARTFORD CT 06108 JOSEPH BARTOLOTTA PRESIDENT 8602820001 2025-08-11 1 1 THOMAS GOLDFUSS P01373588 8605223111 2024 2025-03-06 01:10:19Z JOSEPH BARTOLOTTA 616 BURNSIDE AVENUE EAST HARTFORD CT 06108 11459156 0 X WWW.FINEXCU.ORG X CREDIT UNION 1938 CT FINANCIAL SERVICES 10 10 52 0 29323 0 0 0 9528459 10380501 439832 828261 199278 250394 10167569 11459156 0 0 0 0 4231006 3432937 0 0 0 7779469 8501675 12010475 11934612 -1842906 -475456 148562385 143889213 135633924 131436208 12928461 12453005 TO PROVIDE LOW COST FINANCIAL SERVICES TO THE CREDIT UNION OWNER DEPOSITORS. 0 0 MAINTENANCE OF MEMBERS' DEPOSIT ACCOUNTS, AND PAYMENT OF INTEREST AND DIVIDENDS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1745 0 1 52 1 1 1 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 1 1 0 1 0 X LYNN E WILKINS 8602820001 616 BURNSIDE AVENUE EAST HARTFORD CT 06108 ANTHONY HOMICKI CHAIRPERSON 1.00 X X 0 0 0 PETER LUPI VICE CHAIRPERSON 1.00 X X 0 0 0 STEVEN BAFUNDO TREASURER 1.00 X X 0 0 0 GINA DORAN SECRETARY 1.00 X X 0 0 0 JOYCE REYNOLDS DIRECTOR 1.00 X 0 0 0 GUY LABELLA DIRECTOR 1.00 X 0 0 0 DAVID FLANAGAN DIRECTOR 1.00 X 0 0 0 SHAWNA WOODBERRY DIRECTOR 1.00 X 0 0 0 FRANCIS MICHAEL GUERRERA III DIRECTOR 1.00 X 0 0 0 PAUL FALCONE DIRECTOR 1.00 X 0 0 0 MICHAEL FERRARO CHIEF OPERATING OFFICER 40.00 X 262063 0 11886 MICHAEL PALLADINO PRESIDENT/CEO 40.00 X 344116 0 2349 SUSAN BROWN CHIEF FINANCIAL OFFICER 40.00 X 140300 0 9635 KRISTINA ZIEGLER VP, SALES & OPERATIONS 40.00 X 232052 0 16904 WILLIAM WEINGARTNER VP TECHNOLOGY 40.00 X 152643 0 48209 SUNNY NARIYANI AVP DIGITAL MARKETING 40.00 X 132561 0 24328 LYNN WILKINS SENIOR ACCOUNTING MANAGER 40.00 X 127712 0 16592 MARY SULLIVAN DIRECTOR BUSINESS DEVELOPMENT 40.00 X 111527 0 11767 CYNTHIA KELLER DIRECTOR ADMIN SERVIECS 40.00 X 127942 0 3041 JOSEPHINE GONZALEZ RIVERA LENDING MANAGER 40.00 X 105678 0 1582 1736594 0 146293 10 0 1 0 0 INTEREST INCOME ON LOANS 522291 6416635 6416635 MEMBER SERVICE FEES 525990 2324430 2295107 29323 GAIN ON SALE OF MORTGAGES 522220 1323289 1323289 LOAN SERVICING FEES 525990 316147 316147 10380501 828261 828261 250394 250394 250394 11459156 10601572 29323 828261 1736594 852092 629504 214747 255223 20198 69323 467021 214423 717241 1270105 679786 35543 1520358 459694 41454 PROVISION FOR CREDIT LO 1647086 LOAN SERVICING EXPENSE 500673 OTHER EXPENSES 292309 DUES 212719 98519 11934612 5233033 10594909 12314081 16919784 4724545 4904974 112504783 99376877 652799 581130 6635444 3209387 3662685 3426057 2046290 1755209 7424169 6330273 148562385 143889213 3609119 3117150 95000 55000 5750000 2250000 126179805 126014058 135633924 131436208 X 0 0 0 0 12928461 12453005 12928461 12453005 148562385 143889213 -475456 0 X X 0 1 X 1 0 502752 502752 4420671 1861247 2559424 348496 318354 30142 1363525 1029786 333739 3426057 MEMBERS SHARES AND SAVINGS ACCOUNTS 125991444 OPERATING LEASE LIABILITY 22614 126014058 1 0 0 0 MICHAEL PALLADINO PRESIDENT/CEO 246324 0 97792 0 0 0 0 0 2349 0 346465 0 0 0 MICHAEL FERRARO CHIEF OPERATING OFFICER 199600 0 62463 0 0 0 0 0 11886 0 273949 0 0 0 KRISTINA ZIEGLER VP, SALES & OPERATIONS 162235 0 69817 0 0 0 0 0 16904 0 248956 0 0 0 WILLIAM WEINGARTNER VP TECHNOLOGY 123278 0 29365 0 0 0 0 0 48209 0 200852 0 0 0 SUNNY NARIYANI AVP DIGITAL MARKETING 111162 0 21399 0 0 0 0 0 24328 0 156889 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND RATIFY THEIR ACTIONS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS MUST APPROVE MERGERS AT THE CREDIT UNION. FORM 990, PART VI, SECTION B, LINE 11B THE CREDIT UNION WILL REVIEW THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15B FULL BOARD MUST APPROVE BASED ON COMPETITIVE REVIEW. POLICY INCLUDES BOTH BASE PAY BENCHMARKING AND INCENTIVE COMPENSATION CONSISTENT WITH BUDGET. FORM 990, PART VI, SECTION C, LINE 19 ITEMS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGE IN PROCESS. MORTGAGE MARKETS CUSO LLC 616 BURNSIDE AVENUE EAST HARTFORD CT 06128 753103689 MORTGAGE LENDING CT 1805924 4931807 FINEX CREDIT UNION