Public & Societal Benefit
Forum Credit Union
FISHERS, IN
Total revenue
$144.7M
Total expenses
$119.6M
Net assets
$266.4M
Grants received
—
EIN
350779057
Tax year
2024
Mission
Forum credit union's mission is to be an innovative, dynamic, responsive financial services organization that provides products and services that create value for its members.
Programs
2 programs
To promote thrift and responsible use of credit within the membership, forum provides several financial education opportunities including financial literacy content on the website, financial literacy videos, financial seminars, online budgeting tools, in branch activities and promotions geared to financial education. In addition, forum provides a variety of innovative savings accounts designed to encourage systematic savings which has generated over $27 million in personal savings.
Forum provides lending and depository services for small business owners. Forum offers several types of commercial loans including several of the small business administration (sba) loans to help small business owners grow their businesses. Forum currently works with over 5,500 small business owners providing a variety of products and services.
Financials
FY 2024
Revenue
Expenses
People
22 listed
DOUGLAS TRUE
CHIEF EXECUTIVE OFFICER
$730K
40 hrs/wk
JEFFRY WELCH
CHIEF FINANCIAL OFFICER
$406K
40 hrs/wk
JENNIFER BUDREAU
CHIEF OPERATING OFFICER
$382K
40 hrs/wk
CHARLES ANDREW MATTINGLY
CHIEF OPERATING OFFICER
$356K
40 hrs/wk
KELLY WILSON
DIRECTOR
$6K
5 hrs/wk
TRACY MILLS
VICE CHAIRMAN
$5K
5 hrs/wk
JOHN GALLINA
DIRECTOR
$4K
5 hrs/wk
JODEE CURTIS
DIRECTOR
$4K
5 hrs/wk
RICK RAMBO
TREASURER
$2K
5 hrs/wk
LORI WINKLER
DIRECTOR
$2K
5 hrs/wk
KEVIN HUNT
CHAIRMAN
$1K
5 hrs/wk
CHRIS HAGENOW
SECRETARY
$940
5 hrs/wk
DONNA WILKINSON
DIRECTOR
—
5 hrs/wk
BENJAMEN BANKS
FINANCIAL ADVISOR- PCG
$410K
40 hrs/wk
CAMERON PIERCEFIELD
CHIEF TECHNOLOGY AND RISK OFFICER
$364K
40 hrs/wk
JIM CARR
SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES
$311K
40 hrs/wk
TAMMY MARRS
FINANCIAL ADVISOR
$309K
40 hrs/wk
ANDREW SPIRRISON
CHIEF MEMBER EXPERIENCE OFFICER
$281K
40 hrs/wk
BRIAN CRUM
VICE PRESIDENT - REAL ESTATE, SERVICING AND CREDIT
$229K
40 hrs/wk
CHRISTOPHER FERGUSON
VICE PRESIDENT-CONSUMER LENDING
$222K
40 hrs/wk
KRISTI LOWELL
CHIEF MARKETING AND COMMUNITY OFFICER
$215K
40 hrs/wk
MICHELLE BAKER
CHIEF PEOPLE OFFICER
$211K
40 hrs/wk
Independent contractors
FISERV INC
SOFTWARE
CDW LLC
TECHNOLOGY HARDWARE AND SOFTWAE
QSI INC
TECHNOLOGY & SECURITY FOR CASH SERVICES
TTEC Digital LLC
PHONE SYSTEM TECHNOLOGY
CHURCH CHURCH HITTLE & ANTRIM
ATTORNEY-COLLECTIONS SERVICES