Civic Intelligence

Departmant of Financial Institution Division of Credit Unions in Ind

990 • Fiscal year 2011 • EIN 35-0779057

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

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

44th percentile

0.89x

Higher debt load relative to assets than 44% of similar nonprofits.

2011 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

7th percentile

-3.8%

Faster asset growth than 7% of similar nonprofits.

2011 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$909,399,428

Down $36,402,544 (-3.8%) from 2010

Net Assets

Up

$95,632,733

Up $4,650,539 (+5.1%) from 2010

Liabilities

Down

$813,766,695

Down $41,053,083 (-4.8%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$53,393,018

Down $16,770,444 (-24%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2011

Assets$909,399,428
Liabilities$813,766,695
Net Assets$95,632,733
Open 2011 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

2011

Revenue-
Expenses$53,393,018
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Gross Receipts
$59,417,418
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.

Filing and Contact Details

Filer

EIN
35-0779057
Raw XML AppendixShowing 400 of 766 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/NetAssetsOrFundBalancesBOY090982194
IRS990/NetAssetsOrFundBalancesEOY095632733
IRS990/NetGainOrLossInvestments/ExclusionAmount0-437356
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-437356
IRS990/NetRentalIncomeOrLoss/ExclusionAmount0231241
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn0-29625
IRS990/NetRentalIncomeOrLoss/UnrelatedBusinessRevenue0-201616
IRS990/NetUnrelatedBusinessTxblIncome0145580
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096020975
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K019
IRS990/NumberOfContractorsGT100K06
IRS990/NumberOfEmployees0364
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total03110492
IRS990/OfficeExpenses/Total01086873
IRS990/OfficerEntityWithBsnssRltnshp0true
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY023166228
IRS990/OtherAssetsTotal/EOY028658073
IRS990/OtherEmployeeBenefits/Total01575693
IRS990/OtherExpensePriorYear054449696
IRS990/OtherExpensesCurrentYear037228091
IRS990/OtherExpenses/Description0PROVISION FOR LOAN LOSSES
IRS990/OtherExpenses/Description1COLLECTION AND OTHER LOAN EXPENSES
IRS990/OtherExpenses/Description2CORRESPONDANT SERVICE EXPENSE
IRS990/OtherExpenses/Description3ASSOCIATION DUES
IRS990/OtherExpenses/Total05501553
IRS990/OtherExpenses/Total14252319
IRS990/OtherExpenses/Total2375468
IRS990/OtherExpenses/Total3127257
IRS990/OtherLiabilities/BOY0660247186
IRS990/OtherLiabilities/EOY0652640005
IRS990/OtherNotesLoansReceivableNet/BOY0758048583
IRS990/OtherNotesLoansReceivableNet/EOY0697891502
IRS990/OtherRevenueCurrentYear0997185
IRS990/OtherRevenueMisc/BusinessCode0541200
IRS990/OtherRevenueMisc/BusinessCode1523930
IRS990/OtherRevenueMisc/Description0ACCOUNTING TAX CONSULTING
IRS990/OtherRevenueMisc/Description1INVESTMENT ADVISORY FEES
IRS990/OtherRevenueMisc/Description2OTHER FEES
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome096844
IRS990/OtherRevenueMisc/TotalRevenueColumn070670
IRS990/OtherRevenueMisc/TotalRevenueColumn1676340
IRS990/OtherRevenueMisc/TotalRevenueColumn2230547
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue070670
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue1676340
IRS990/OtherRevenueMisc/UnrelatedBusinessRevenue2133703
IRS990/OtherRevenuePriorYear01185209
IRS990/OtherSalariesAndWages/Total010748233
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total01054775
IRS990/PensionPlanContributions/Total0464719
IRS990/PoliciesReferenceChapters0true
IRS990/PoliticalActivities0true
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0522100
IRS990/ProgramServiceRevenue/BusinessCode1522100
IRS990/ProgramServiceRevenue/BusinessCode2522210
IRS990/ProgramServiceRevenue/BusinessCode3522292
IRS990/ProgramServiceRevenue/BusinessCode4524298
IRS990/ProgramServiceRevenueCY057184205
IRS990/ProgramServiceRevenue/Description0INTEREST AND FEES ON LOANS
IRS990/ProgramServiceRevenue/Description1SERVICE FEES ON SHARE ACCOUNTS
IRS990/ProgramServiceRevenue/Description2DEBIT AND CREDIT CARD FEES

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$909,399,428
Liabilities
$813,766,695
Net assets
$95,632,733
Revenue
-
Expenses
$53,393,018
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)14 • $250M-$1B nonprofits