Civic Intelligence

Departmant of Financial Institution Division of Credit Unions in Ind

990 • Fiscal year 2010 • EIN 35-0779057

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 10, 2011

Organization ProfileWWW.FORUMCU.COM

View Organization Page

PO Box 5073846250
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.90x

Higher debt load relative to assets than 53% of similar nonprofits.

2010 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$945,801,972

No earlier filing loaded for comparison.

Net Assets

$90,982,194

No earlier filing loaded for comparison.

Liabilities

$854,819,778

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$70,163,462

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2010

Assets$945,801,972
Liabilities$854,819,778
Net Assets$90,982,194
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2010

Revenue-
Expenses$70,163,462
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 10, 2011
Return Version
2010v3.2
Gross Receipts
$65,683,988
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.

Major Activities

Activity 2
To promote thrift and responsible use of credit within the membership, forum provides several financial education opportunities including financial accountability partners, financial peace seminars, online budgeting tools, in-branch activities and promotions geared to financial education. Thousands of members each year participate in these activities or access this information. In addition, forum provides a variety of innovative savings accounts designed to encourage systematic savings which has generated over $10 million in personal savings.
Activity 3
Forum also 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. Most prominent is the sba 504 program which is designed to help small business owners purchase commercial real estate for their business activities. Forum currently works with over 3,300 small business owners providing a variety of products and services.
Filing and Contact Details

Filer

EIN
35-0779057
Raw XML AppendixShowing 400 of 804 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.

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IRS990/MissionDescription0FORUM CREDIT UNION IS A STATE CHARTERED CREDIT UNION WITHOUT CAPITAL STOCK THAT IS OPERATED FOR MUTUAL PURPOSES AND WITHOUT PROFIT. FORUM QUALIFIES AS A 501(C)(14) CORPORATION EXEMPT FROM INCOME TAX ON INCOME FROM SERVICES THAT 1) PROMOTE THRIFT AMONG MEMBERS AND 2) PROVIDE LOW COST CREDIT FOR MEMBERS THROUGH MUTUAL NONPROFIT OPERATIONS. ITS COLLECTIVE CHARGE IS TO BE AN INNOVATIVE, DYNAMIC, AND RESPONSIVE FINANCIAL SERVICES ORGANIZATION PROVIDING PRODUCTS AND SERVICES THAT CREATE VALUE FOR ITS MEMBERS.
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IRS990/OtherAssetsTotal/EOY023166228
IRS990/OtherEmployeeBenefits/Total01426623
IRS990/OtherExpensePriorYear055609827
IRS990/OtherExpensesCurrentYear054449696
IRS990/OtherExpenses/Description0PROVISIONS FOR LOAN LOSSES
IRS990/OtherExpenses/Description1COLLECTION AND OTHER LOAN EXPENSES
IRS990/OtherExpenses/Description2CORRESPONDENCE SERVICE EXPENSE
IRS990/OtherExpenses/Description3ASSOCIATION DUES
IRS990/OtherExpenses/Description4SHARED BRANCH EXPENSE
IRS990/OtherExpenses/Total018046917
IRS990/OtherExpenses/Total14460022
IRS990/OtherExpenses/Total2374111
IRS990/OtherExpenses/Total3162459
IRS990/OtherExpenses/Total4124606
IRS990/OtherLiabilities/BOY0691538541
IRS990/OtherLiabilities/EOY0660247186
IRS990/OtherNotesLoansReceivableNet/BOY0821877670
IRS990/OtherNotesLoansReceivableNet/EOY0758048583
IRS990/OtherRevenueCurrentYear01185209
IRS990/OtherRevenueMisc/BusinessCode0541200
IRS990/OtherRevenueMisc/BusinessCode1523930
IRS990/OtherRevenueMisc/BusinessCode2541610
IRS990/OtherRevenueMisc/Description0ACCOUNTING & TAX CONSULTING
IRS990/OtherRevenueMisc/Description1INVESTMENT ADVISORY FEES - FORUM PCG
IRS990/OtherRevenueMisc/Description2HCE & FORUM SOLUTIONS
IRS990/OtherRevenueMisc/TotalRevenueColumn090968
IRS990/OtherRevenueMisc/TotalRevenueColumn1551903
IRS990/OtherRevenueMisc/TotalRevenueColumn218987
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue090968
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue1551903
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue218987
IRS990/OtherRevenuePriorYear01786284
IRS990/OtherSalariesAndWages/Total09243745
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total0913798
IRS990/PensionPlanContributions/Total0333984
IRS990/PoliciesReferenceChapters0true
IRS990/PoliticalActivities0true
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0522100
IRS990/ProgramServiceRevenue/BusinessCode1522100
IRS990/ProgramServiceRevenue/BusinessCode2524298
IRS990/ProgramServiceRevenueCY063532675
IRS990/ProgramServiceRevenue/Description0INTEREST AND FEES ON LOANS
IRS990/ProgramServiceRevenue/Description1SERVICES FEES ON SHARE ACCOUNTS
IRS990/ProgramServiceRevenue/Description2DEBIT AND CREDIT CARD FEES
IRS990/ProgramServiceRevenue/Description3MORTGAGE BANKING
IRS990/ProgramServiceRevenue/Description4INSURANCE
IRS990/ProgramServiceRevenuePriorYear071992178
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome045866455
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome19562632
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome24843955
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome32901716
IRS990/ProgramServiceRevenue/TotalRevenueColumn045941462
IRS990/ProgramServiceRevenue/TotalRevenueColumn19710977
IRS990/ProgramServiceRevenue/TotalRevenueColumn24843955
IRS990/ProgramServiceRevenue/TotalRevenueColumn32901716
IRS990/ProgramServiceRevenue/TotalRevenueColumn4134565
IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue075007
IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue1148345
IRS990/ProgramServiceRevenue/UnrelatedBusinessRevenue2134565
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromOfficersEtc/BOY025000
IRS990/ReceivablesFromOfficersEtc/EOY012500
IRS990/ReconcilationOtherChanges0760026
IRS990/ReconcilationRevenueExpenses0-5333453
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0true
IRS990/RentalIncomeOrLoss/Personal00
IRS990/RentalIncomeOrLoss/Real076385
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY095555621
IRS990/RetainedEarningsEndowmentEtc/EOY090982194
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IRS990/RoyaltiesRevenue/TotalRevenueColumn00

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$945,801,972
Liabilities
$854,819,778
Net assets
$90,982,194
Revenue
-
Expenses
$70,163,462
Net income
-
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