Civic Intelligence

Forum Credit Union

EIN 35-0779057 • 501(c)14 • Indianapolis, IN

View Organization Page

Profile

Forum is a 501c14 exempt organization that is operated for mutual puposes and without profit that 1promote thrift among members and 2provide low cost credit for members. Its collective charge is to be an innovative, dynamic, and responsive financial services organization providing products and services that create value for its members.

PO Box 50738Indianapolis, IN 46250

www.forumcu.com

Siviq Scores

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

Liabilities / Assets

13th percentile

0.88x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

13.18x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Net Margin

84th percentile

17%

Higher net margin than 84% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

4.3%

Faster asset growth than 63% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2022 to 2024

Revenue Growth

71st percentile

23%

Faster revenue growth than 71% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,173,451,335

Up $175,459,327 (+8.8%) from 2022

Liabilities

Up

$1,907,079,088

Up $131,238,583 (+7.4%) from 2022

Net Assets

Up

$266,372,247

Up $44,220,744 (+20%) from 2022

Operations
Liabilities / Revenue16th percentileNet Margin84th percentile

Revenue

Up

$144,668,455

Up $49,099,345 (+51%) from 2022

Expenses

Up

$119,619,367

Up $45,432,612 (+61%) from 2022

Net Income

Up

$25,049,088

Up $3,666,733 (+17%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0B$2.0B$1.0B$0Assets 2010: $945,801,972Liabilities 2010: $854,819,778Net Assets 2010: $90,982,1942010Assets 2011: $909,399,428Liabilities 2011: $813,766,695Net Assets 2011: $95,632,7332011Assets 2013: $933,768,411Liabilities 2013: $819,479,820Net Assets 2013: $114,288,5912013Assets 2014: $1,020,561,637Liabilities 2014: $900,166,133Net Assets 2014: $120,395,5042014Assets 2015: $1,115,079,053Liabilities 2015: $989,018,486Net Assets 2015: $126,060,5672015Assets 2016: $1,303,547,575Liabilities 2016: $1,172,405,985Net Assets 2016: $131,141,5902016Assets 2017: $1,366,489,677Liabilities 2017: $1,225,292,702Net Assets 2017: $141,196,9752017Assets 2018: $1,414,390,401Liabilities 2018: $1,262,098,409Net Assets 2018: $152,291,9922018Assets 2019: $1,488,919,520Liabilities 2019: $1,326,663,402Net Assets 2019: $162,256,1182019Assets 2020: $1,709,424,688Liabilities 2020: $1,533,025,029Net Assets 2020: $176,399,6592020Assets 2022: $1,997,992,008Liabilities 2022: $1,775,840,505Net Assets 2022: $222,151,5032022Assets 2024: $2,173,451,335Liabilities 2024: $1,907,079,088Net Assets 2024: $266,372,2472024

Highlighted filing

2024

Assets$2,173,451,335
Liabilities$1,907,079,088
Net Assets$266,372,247
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$150M$100M$50M$0Expenses 2010: $70,163,4622010Expenses 2011: $53,393,0182011Revenue 2013: $51,756,966Expenses 2013: $47,669,073Net Income 2013: $4,087,8932013Revenue 2014: $52,874,273Expenses 2014: $46,783,632Net Income 2014: $6,090,6412014Revenue 2015: $57,315,369Expenses 2015: $51,754,161Net Income 2015: $5,561,2082015Revenue 2016: $62,652,523Expenses 2016: $57,682,415Net Income 2016: $4,970,1082016Revenue 2017: $71,470,986Expenses 2017: $61,571,504Net Income 2017: $9,899,4822017Revenue 2018: $76,777,388Expenses 2018: $65,823,766Net Income 2018: $10,953,6222018Revenue 2019: $84,015,212Expenses 2019: $74,283,719Net Income 2019: $9,731,4932019Revenue 2020: $90,862,281Expenses 2020: $76,897,255Net Income 2020: $13,965,0262020Revenue 2022: $95,569,110Expenses 2022: $74,186,755Net Income 2022: $21,382,3552022Revenue 2024: $144,668,455Expenses 2024: $119,619,367Net Income 2024: $25,049,0882024

Highlighted filing

2024

Revenue$144,668,455
Expenses$119,619,367
Net Income$25,049,088
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
$2,173,451,335
Liabilities
$1,907,079,088
Net assets
$266,372,247
Revenue
$144,668,455
Expenses
$119,619,367
Net income
$25,049,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,173$1,907$266$145$120$25.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,998$1,776$222$95.6$74.2$21.4
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,709$1,533$176$90.9$76.9$14.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,489$1,327$162$84.0$74.3$9.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,414$1,262$152$76.8$65.8$11.0
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,366$1,225$141$71.5$61.6$9.90
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,304$1,172$131$62.7$57.7$4.97
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,115$989$126$57.3$51.8$5.56
2014Detailed filing. Detailed filing data is available for this year.$1,021$900$120$52.9$46.8$6.09
2013Detailed filing. Detailed filing data is available for this year.$934$819$114$51.8$47.7$4.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$909$814$95.6$53.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$946$855$91.0$70.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$145,250,131
Mission and Program Overview

Mission

Forum is a 501c14 exempt organization that is operated for mutual puposes and without profit that 1promote thrift among members and 2provide low cost credit for members. Its collective charge is to be an innovative, dynamic, and responsive financial services organization providing products and services that create value for its members.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,783,748,338$1,830,038,764▲ $46,290,426
Rtn Earn Endowment Incm Other Fnds$241,213,581$266,372,247▲ $25,158,666
Savings and Temporary Cash Investments$167,594,712$246,242,133▲ $78,647,421
Land, Buildings, and Equipment, Net$31,862,085$30,457,396▼ $1,404,689
Investments Other Securities$8,853,300$8,853,300→ $0
Investments in Publicly Traded Securities$19,826,279$7,325,939▼ $12,500,340
Cash and Non-Interest-Bearing Accounts$6,985,500$5,919,103▼ $1,066,397
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,061,308,465$2,173,451,335▲ $112,142,870
Other Assets Total$42,438,251$44,614,700▲ $2,176,449
Liabilities
Other Liabilities$1,674,174,242$1,786,798,542▲ $112,624,300
Mortgage Notes Payable Secured by Investment Property$115,000,000$90,000,000▼ $25,000,000
Accounts Payable and Accrued Expenses$30,920,642$30,280,546▼ $640,096
Total Liabilities$1,820,094,884$1,907,079,088▲ $86,984,204
Net Assets / Fund Balance
Total Net Assets Fund Balance$241,213,581$266,372,247▲ $25,158,666
Total Liabilities and Net Assets / Fund Balance$2,061,308,465$2,173,451,335▲ $112,142,870

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,840,933$23,586,088$40,427,021
Equipment$5,177,612$18,862,896$24,040,508
Land$7,325,758-$7,325,758
Leasehold Improvements$1,113,093$2,226,786$3,339,879
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas TrueChief Executive OfficerFT$506,960$283,563$790,523
Benjamen BanksFinancial Advisor- PcgFT$410,047$69,562$479,609
Jeffry WelchChief Financial OfficerFT$334,026$108,863$442,889
Charles Andrew MattinglyChief Operating OfficerFT$286,715$141,612$428,327
Jennifer BudreauChief Operating OfficerFT$317,505$80,855$398,360
Cameron PiercefieldChief Technology and Risk OfficerFT$296,554$98,687$395,241
Jim CarrSenior Vice President - Commercial & Investment ServicesFT$301,876$62,396$364,272
Tammy MarrsFinancial AdvisorFT$308,738$55,147$363,885
Andrew SpirrisonChief Member Experience OfficerFT$213,235$132,330$345,565
Christopher FergusonVice President-consumer LendingFT$220,315$43,038$263,353
Brian CrumVice President - Real Estate, Servicing and CreditFT$225,032$35,882$260,914
Michelle BakerChief People OfficerFT$193,237$38,468$231,705
Kristi LowellChief Marketing and Community OfficerFT$196,618$30,705$227,323
Kelly WilsonDirectorPT$6,170-$6,170
Tracy MillsVice ChairmanPT$4,943-$4,943
John GallinaDirectorPT$3,875-$3,875
Jodee CurtisDirectorPT$3,672-$3,672
Rick RamboTreasurerPT$2,446-$2,446
Lori WinklerDirectorPT$2,187-$2,187
Kevin HuntChairmanPT$1,267-$1,267
Chris HagenowSecretaryPT$940-$940

Board Members and Trustees

NameTitle
Donna WilkinsonDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Fiserv INCSoftwarePO BOX 934057, 107 SCHULER DR, Atlanta, GA 31193$2,534,943
Cdw LLCTechnology Hardware And SoftwaePO BOX 75723, STE 1425, Chicago, IL 60675$838,500
Qsi INCTechnology & Security For Cash ServicesQUALITY SERVICE INSTALLATION, Bardstown, KY 40004$720,215
TTEC Digital LLCPhone System Technology100 CONGRESS AVE, Austin, TX 78701$559,916
Church Church Hittle & AntrimAttorney-collections ServicesTWO NORTH NINTH STREET, Noblesville, IN 46060$553,915
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$130,119,879
Investment Income
$11,993,108
Other Revenue
$2,555,468
Change in Net Assets
$25,049,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,180,952
Salaries, Compensation, and Employee Benefits$41,273,415
Grants and Similar Amounts Paid$165,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest---$38,918,122
Other Salaries and Wages---$28,975,425
Other Employee Benefits---$5,563,162
Information Technology---$5,086,328
Occupancy---$3,748,350
Depreciation Depletion---$3,705,052
Current Officers, Directors, Trustees, and Key Employees---$3,285,441
Advertising---$2,609,826
Payroll Taxes---$2,289,668
All Other Expenses---$1,973,341
Office Expenses---$1,373,499
Pension Plan Contributions---$1,159,719
Other Expenses---$894,915
Conferences and Meetings---$702,271
Insurance---$317,531
Fees for Services Accounting---$165,609
Grants to Domestic Orgs---$165,000
Fees for Services Legal---$74,803
Travel---$34,643
Total Functional Expenses$0$0$0$119,619,367
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
FORUM Credit Union Foundation IncFishers, IN501(c)(3)Scholarship and Teacher Grants$165,000
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$7,753
Total Exempt Function Spending$7,753
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
23-7305600Indianapolis, IN$5,000
35-1789566Indianapolis, IN$1,250
35-2106949Indianapolis, IN$739
35-0411610Indianapolis, IN$532
35-0799701Indianapolis, IN$132
23-7345226Lawrenceburg, IN$100
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kathleen PiercefieldKevin Hunt-chairmanGeneral ConstructionNo$469,276
-Kelly Wilson-directorTechnology ServicesNo$299,349
-Donna Wilkinson-directorAdvertisingNo$136,505
-Spouse of Key EmployeeCompensation of EmployeeNo$111,736
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Accounts$1,761,767,542
Non-Member Deposits$25,031,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“There is one class of members. Members have the right to elect the board and supervisory committee at the annual membership meeting.”

Form 990, Part VI, Section A, Line 7A

“Each member owns one share and can only vote once. Members have the opportunity to vote at the annual meeting on nominees for the board positions selected by then nominating committee. The board appoints from within itself members of the nominating committee. Should a board position have more than one candidate, a ballot would be mailed 60 days prior to the annual meeting to all voting members. The ballot must be returned five days prior to the annual meeting. All ballots would be verified and tallied. The results of the ballots would be announced at the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is prepared internally and reviewed by an independent tax return preparer prior to filing the return. Senior management and the treasurer conducts an initial review of the Form 990 and then the board treasurer provides copies of the return of the board and responds to any questions that arise.”

Form 990, Part VI, Section B, Line 12C

“Board member, officers and key employees review the conflict of interest policy annually to disclose potential conflicts. Board members do not participate in voting matters where conflicts of interest exist. The board Chairman ensures the practice is upheld. Likewise, officers and key employees with conflicts of interest shall disclose the matter to the CEO and Chairman of the Board of Directors. The individual shall make no decisions or take any actions with respect to the matter unless authorized by the CEO and/or Board of Directors. The Officer, Director, or key employees may be asked to resign or end the conflict.”

Form 990, Part VI, Section B, Line 15

“The Compensation Committee and the board review the CEO's salary and benefits annually. Then approximately every two years the committee uses compensation surveys with criteria on similar size organizations in its decision making process. All deliberations and decisions regarding the compensation and benefits are included in committee minutes. The last survey was performed in 2024.”

Form 990, Part VI, Section C, Line 19

“Governing documents and the conflict or interest policy are not required disclosures pursuant to IRC section 6104. These documents are not available to the public this at this time. The Form 990 which includes the financial statements is made available upon request.”

Filing and Contact Details

Filer

Filer Name
Forum Credit Union
EIN
35-0779057
Phone
3175586000
Address
PO BOX 50738, INDIANAPOLIS, IN 46250

Signing Officer

Name
Jeffry Welch
Title
Chief Financial Officer
Phone
3175586216
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug True
Formed
1941
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
460
Volunteers
12

Preparer

Firm
Forvis Mazars LLP
Address
820 Massachusetts Ave, Suite 1370, Indianapolis, IN 46204
Preparer
Michael Summers
Phone
3173833663
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Change in unrealized (loss)/gain on available for sale securities is $109,578.”

Financial Statement Notes

Schedule D, Part X, Line 1

“Management has evaluated their income tax position under guidance included in ASC740, based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 998 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030920642
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030280546
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FORUM 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.
IRS990/AdvertisingGrp/TotalAmt02609826
IRS990/AllOtherExpensesGrp/TotalAmt01973341
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0JULIA CLARK
IRS990/BooksInCareOfDetail/PhoneNum03175586216
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 50738
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046250
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt06985500
IRS990/CashNonInterestBearingGrp/EOYAmt05919103
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt056
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03285441
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt0702271
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt02534943
IRS990/ContractorCompensationGrp/CompensationAmt1838500
IRS990/ContractorCompensationGrp/CompensationAmt2720215
IRS990/ContractorCompensationGrp/CompensationAmt3559916
IRS990/ContractorCompensationGrp/CompensationAmt4553915
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 934057
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 75723
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2QUALITY SERVICE INSTALLATION
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3100 CONGRESS AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4TWO NORTH NINTH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0107 SCHULER DR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt1STE 1425
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ATLANTA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2BARDSTOWN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3AUSTIN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4NOBLESVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2KY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd031193
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd160675
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd240004
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd378701
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd446060
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FISERV INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CDW LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2QSI INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3TTEC Digital LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4CHURCH CHURCH HITTLE & ANTRIM
IRS990/ContractorCompensationGrp/ServicesDesc0SOFTWARE
IRS990/ContractorCompensationGrp/ServicesDesc1TECHNOLOGY HARDWARE AND SOFTWAE
IRS990/ContractorCompensationGrp/ServicesDesc2TECHNOLOGY & SECURITY FOR CASH SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3PHONE SYSTEM TECHNOLOGY
IRS990/ContractorCompensationGrp/ServicesDesc4ATTORNEY-COLLECTIONS SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0165000
IRS990/CYInvestmentIncomeAmt011993108
IRS990/CYOtherExpensesAmt078180952
IRS990/CYOtherRevenueAmt02555468
IRS990/CYProgramServiceRevenueAmt0130119879
IRS990/CYRevenuesLessExpensesAmt025049088
IRS990/CYSalariesCompEmpBnftPaidAmt041273415
IRS990/CYTotalExpensesAmt0119619367
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0144668455
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt03705052
IRS990/Desc0PROVIDING LOW COST CREDIT FOR MEMBERS IS THE BASIC FUNCTION OF A CREDIT UNION. THE COOPERATIVE NATURE OF THE CREDIT UNION ALLOWS FOR MARKET LENDING RATES TO BE OFFERED FOR MORTGAGE LOANS, HOME EQUITY LOANS AND PERSONAL LOANS. IN ADDITION, FORUM WORKS CLOSELY WITH THE FHA AND OTHER HOME OWNERSHIP ORGANIZATIONS TO HELP CONSUMERS REALIZE THE DREAM OF OWNING A HOME. FORUM ORIGINATED OVER $559 MILLION IN LOANS THIS YEAR IN ITS EFFORTS TO MEET THE MEMBERS' LENDING NEEDS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0460
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0165609
IRS990/FeesForServicesLegalGrp/TotalAmt074803
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt211
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt135
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt155
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt185
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt195
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt205
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt060360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt169562
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt236768
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt371969
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt416503
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt531359
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt653013
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt755147
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt864526
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt941262
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1031577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1120274
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1211966
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0DOUGLAS TRUE
IRS990/Form990PartVIISectionAGrp/PersonNm1BENJAMEN BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFFRY WELCH
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES ANDREW MATTINGLY
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER BUDREAU
IRS990/Form990PartVIISectionAGrp/PersonNm5CAMERON PIERCEFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm6JIM CARR
IRS990/Form990PartVIISectionAGrp/PersonNm7TAMMY MARRS
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDREW SPIRRISON
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTOPHER FERGUSON
IRS990/Form990PartVIISectionAGrp/PersonNm10BRIAN CRUM
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHELLE BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm12KRISTI LOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm13KELLY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm14TRACY MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN GALLINA
IRS990/Form990PartVIISectionAGrp/PersonNm16JODEE CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm17RICK RAMBO
IRS990/Form990PartVIISectionAGrp/PersonNm18LORI WINKLER
IRS990/Form990PartVIISectionAGrp/PersonNm19KEVIN HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm20CHRIS HAGENOW
IRS990/Form990PartVIISectionAGrp/PersonNm21DONNA WILKINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0730163
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1410047
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2406121
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3356358
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4381857
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5363882
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6311259
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7308738
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8281039
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9222091
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10229337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11211431
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12215357
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt136170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt144943
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt153875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt163672
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt172446
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt182187
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt191267
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20940
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1FINANCIAL ADVISOR- PCG
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF TECHNOLOGY AND RISK OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt7FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF MEMBER EXPERIENCE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT-CONSUMER LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDENT - REAL ESTATE, SERVICING AND CREDIT
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF MARKETING AND COMMUNITY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01941
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-74168
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0165000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt063551
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt0145250131
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt0458482
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt064
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt05086328
IRS990/InsuranceGrp/TotalAmt0317531
IRS990/InterestGrp/TotalAmt038918122
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt012067276
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012067276
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08853300
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08853300
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019826279
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07325939
IRS990/IRPDocumentCnt0127825
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044675770
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031862085
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030457396
IRS990/LandBldgEquipCostOrOtherBssAmt075133166
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0137719
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt0443957
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0FORUM IS A 501(C)(14) EXEMPT ORGANIZATION THAT IS OPERATED FOR MUTUAL PURPOSES AND WITHOUT PROFIT THAT 1)PROMOTES THRIFT AMONG MEMBERS AND 2)PROVIDES LOW COST CREDIT FOR MEMBERS. ITS COLLECTIVE CHARGE IS TO BE AN INNOVATIVE, DYNAMIC, AND RESPONSIVE FINANCIAL SERVICES ORGANIZATION PROVIDING PRODUCTS AND SERVICES THAT CREATE VALUE FOR ITS MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0115000000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt090000000
IRS990/NetAssetsOrFundBalancesBOYAmt0241213581
IRS990/NetAssetsOrFundBalancesEOYAmt0266372247
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-74168
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-74168
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0239926
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014525
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-225401
IRS990/NetUnrelatedBusTxblIncmAmt0510125
IRS990/NetUnrlzdGainsLossesInvstAmt0109578
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt03748350
IRS990/OfficeExpensesGrp/TotalAmt01373499
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt042438251
IRS990/OtherAssetsTotalGrp/EOYAmt044614700
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05563162
IRS990/OtherExpensesGrp/Desc0Provision for Loan Losses
IRS990/OtherExpensesGrp/Desc1Collections and Loan Expenses
IRS990/OtherExpensesGrp/Desc2Correspondent Service Expense
IRS990/OtherExpensesGrp/Desc3Income Tax
IRS990/OtherExpensesGrp/TotalAmt09357809
IRS990/OtherExpensesGrp/TotalAmt18729793
IRS990/OtherExpensesGrp/TotalAmt2489060
IRS990/OtherExpensesGrp/TotalAmt3894915
IRS990/OtherLiabilitiesGrp/BOYAmt01674174242
IRS990/OtherLiabilitiesGrp/EOYAmt01786798542
IRS990/OtherRevenueMiscGrp/BusinessCd0523900
IRS990/OtherRevenueMiscGrp/BusinessCd1523900
IRS990/OtherRevenueMiscGrp/Desc0Investment Advisory Services

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)14 • $1B+ nonprofits