NonprofitsForum Credit Union

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

Contributions & grants
Program service revenue$130.1M
Investment income$12.0M
Other revenue$2.6M
Total revenue$144.7M

Expenses

Grants paid$165K
Salaries & benefits$41.3M
Fundraising
Other expenses$78.2M
Total expenses$119.6M
Total assets$2.2B
Net assets$266.4M

People

22 listed

NameRoleCompensation

DOUGLAS TRUE

CHIEF EXECUTIVE OFFICER

Board

$730K

40 hrs/wk

JEFFRY WELCH

CHIEF FINANCIAL OFFICER

Board

$406K

40 hrs/wk

JENNIFER BUDREAU

CHIEF OPERATING OFFICER

Board

$382K

40 hrs/wk

CHARLES ANDREW MATTINGLY

CHIEF OPERATING OFFICER

Board

$356K

40 hrs/wk

KELLY WILSON

DIRECTOR

Board

$6K

5 hrs/wk

TRACY MILLS

VICE CHAIRMAN

Board

$5K

5 hrs/wk

JOHN GALLINA

DIRECTOR

Board

$4K

5 hrs/wk

JODEE CURTIS

DIRECTOR

Board

$4K

5 hrs/wk

RICK RAMBO

TREASURER

Board

$2K

5 hrs/wk

LORI WINKLER

DIRECTOR

Board

$2K

5 hrs/wk

KEVIN HUNT

CHAIRMAN

Board

$1K

5 hrs/wk

CHRIS HAGENOW

SECRETARY

Board

$940

5 hrs/wk

DONNA WILKINSON

DIRECTOR

Board

5 hrs/wk

BENJAMEN BANKS

FINANCIAL ADVISOR- PCG

Staff

$410K

40 hrs/wk

CAMERON PIERCEFIELD

CHIEF TECHNOLOGY AND RISK OFFICER

Staff

$364K

40 hrs/wk

JIM CARR

SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES

Staff

$311K

40 hrs/wk

TAMMY MARRS

FINANCIAL ADVISOR

Staff

$309K

40 hrs/wk

ANDREW SPIRRISON

CHIEF MEMBER EXPERIENCE OFFICER

Staff

$281K

40 hrs/wk

BRIAN CRUM

VICE PRESIDENT - REAL ESTATE, SERVICING AND CREDIT

Staff

$229K

40 hrs/wk

CHRISTOPHER FERGUSON

VICE PRESIDENT-CONSUMER LENDING

Staff

$222K

40 hrs/wk

KRISTI LOWELL

CHIEF MARKETING AND COMMUNITY OFFICER

Staff

$215K

40 hrs/wk

MICHELLE BAKER

CHIEF PEOPLE OFFICER

Staff

$211K

40 hrs/wk

Independent contractors

FISERV INC

SOFTWARE

$2.5M

CDW LLC

TECHNOLOGY HARDWARE AND SOFTWAE

$839K

QSI INC

TECHNOLOGY & SECURITY FOR CASH SERVICES

$720K

TTEC Digital LLC

PHONE SYSTEM TECHNOLOGY

$560K

CHURCH CHURCH HITTLE & ANTRIM

ATTORNEY-COLLECTIONS SERVICES

$554K

Details

EIN350779057
NTEE codeW61
Subsection14
Ruling date1969-05
Formed1941
Employees460
Volunteers12
FORUM CREDIT UNION — Mission, Financials & Grants Received | Grantivo