Civic Intelligence

Departmant of Financial Institution Division of Credit Unions in Ind

990 • Fiscal year 2018 • EIN 35-0779057

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileWWW.FORUMCU.COM

View Organization Page

PO Box 50738Indianapolis, IN 46250

(317) 558-6000

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.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

16.44x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Net Margin

20th percentile

14%

Higher net margin than 20% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Top Officer Pay

18th percentile

$580,727

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Asset Growth

25th percentile

3.5%

Faster asset growth than 25% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

7.4%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,414,390,401

Up $47,900,724 (+3.5%) from 2017

Net Assets

Up

$152,291,992

Up $11,095,017 (+7.9%) from 2017

Liabilities

Up

$1,262,098,409

Up $36,805,707 (+3.0%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin20th percentile

Revenue

Up

$76,777,388

Up $5,306,402 (+7.4%) from 2017

Expenses

Up

$65,823,766

Up $4,252,262 (+6.9%) from 2017

Net Income

Up

$10,953,622

Up $1,054,140 (+11%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2018

Assets$1,414,390,401
Liabilities$1,262,098,409
Net Assets$152,291,992
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

2018

Revenue$76,777,388
Expenses$65,823,766
Net Income$10,953,622
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.0
Gross Receipts
$78,346,040
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$1,144,425,866$1,207,740,470▲ $63,314,604
Rtn Earn Endowment Incm Other Fnds$141,196,975$152,291,992▲ $11,095,017
Savings and Temporary Cash Investments$135,125,416$122,195,163▼ $12,930,253
Land, Buildings, and Equipment, Net$34,297,542$33,494,743▼ $802,799
Investments in Publicly Traded Securities$14,971,525$14,003,832▼ $967,693
Investments Other Securities$4,628,200$4,910,700▲ $282,500
Cash and Non-Interest-Bearing Accounts$3,627,618$2,742,283▼ $885,335
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,366,489,677$1,414,390,401▲ $47,900,724
Other Assets Total$29,413,510$29,303,210▼ $110,300
Liabilities
Other Liabilities$1,087,094,873$1,135,440,578▲ $48,345,705
Mortgage Notes Payable Secured by Investment Property$115,459,084$120,236,124▲ $4,777,040
Accounts Payable and Accrued Expenses$22,738,745$6,421,707▼ $16,317,038
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,225,292,702$1,262,098,409▲ $36,805,707
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,196,975$152,291,992▲ $11,095,017
Total Liabilities and Net Assets / Fund Balance$1,366,489,677$1,414,390,401▲ $47,900,724

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,365,358$18,329,216$37,694,574
Equipment$6,188,840$17,579,649$23,768,489
Land$7,426,758-$7,426,758
Leasehold Improvements$513,787$1,660,055$2,173,842
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas TrueChief Executive OfficerFT$397,730$121,746$519,476
Benjamen BanksFinancial Advisor- PcgFT$342,714$36,275$378,989
Cameron PiercefieldChief Technology and Risk OfficerFT$224,569$70,750$295,319
Jennifer BudreauChief Operating OfficerFT$187,305$87,769$275,074
Jeffry WelchChief Financial OfficerFT$186,275$85,413$271,688
Charles Andrew MattinglyChief Operating OfficerFT$189,353$80,947$270,300
Jim CarrVice President- Commerical GroupFT$210,829$39,606$250,435
Tammy MarrsFinancial Advisor- PcgFT$210,131$35,252$245,383
Jeffrey OwenVice President- TechnologyFT$159,398$49,996$209,394
Michelle AdrianMortgage OriginatorFT$201,887$7,334$209,221
Rick RamboTreasurerPT$985-$985
Doreen LongDirectorPT$856-$856
John DierdorfChairmanPT$853-$853
Kevin HuntVice ChairmanPT$742-$742

Board Members and Trustees

NameTitle
Christopher HagenowDirector
Jodee CurtisDirector
John GallinaDirector
Max FallDirector
Tracy MillsSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Bradley Company LLCProperty ManagementPO BOX 540, SUITE A, South Bend, IN 46624$348,716
Church Church Hittle & AntrimLegal ServicesTWO NORTH NINTH STREET, Noblesville, IN 46060$319,652
Appraiservendorcom LLCAppraisal Services3195 W FAIRVIEW RD, Greenwood, IN 46142$279,945
Fairway Outdoor Funding LLCAdvertising ServicesP O BOX 60125, Charlotte, NC 28260$278,965
Ongoing Operations LLCTechnology ServicesP O BOX 45741, Baltimore, MD 21297$196,734
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$71,449,542
Investment Income
$2,771,340
Other Revenue
$2,556,506
All Other Contributions
$0
Change in Net Assets
$10,953,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,129,749
Salaries, Compensation, and Employee Benefits$26,544,017
Grants and Similar Amounts Paid$150,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$19,814,378
Interest---$9,845,925
Information Technology---$3,642,804
Occupancy---$3,547,450
Other Employee Benefits---$2,574,999
Depreciation Depletion---$2,392,324
Advertising---$2,336,730
Current Officers, Directors, Trustees, and Key Employees---$1,867,541
Payroll Taxes---$1,518,869
All Other Expenses---$1,200,677
Office Expenses---$1,180,925
Pension Plan Contributions---$768,230
Conferences and Meetings---$499,490
Other Expenses---$421,043
Insurance---$244,374
Fees for Services Accounting---$195,544
Grants to Domestic Orgs---$150,000
Fees for Services Legal---$73,566
Travel---$17,480
Total Functional Expenses$0$0$0$65,823,766
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Forum Credit Union Foundation IncFishers, IN501(c)(3)Scholarships and Teacher Grants$150,000
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$6,500
Total Exempt Function Spending$6,500
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
23-7305600Indianapolis, IN$5,000
35-1789566Indianapolis, IN$1,450
35-2106949Indianapolis, IN$50
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Kevin Hunt (director) Is President and COOGeneral ConstructionNo$422,184
Kathleen PiercefieldSpouse of Key Employee, Cameron PiercefieldCompensation of EmployeeNo$84,367
Kelli DierdorfSpouse of Chairman, John DierdorfCompensation of EmployeeNo$62,185

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Accounts$996,120,005
Non-member Deposits$139,320,573
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 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 the 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 ballots 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 to the board and responds to any questions that arise.”

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

“Board members, 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 this 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 employee may be asked to resign or end the conflict.”

Form 990, Part VI, Section B, Line 15

“The compensation committee and the board reviews the ceo's salary and benefits annually. 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 the committee minutes. The last survey was performed in 2018.”

Form 990, Part VI, Section C, Line 19

“Governing documents and the conflict of interest policy are not required disclosures pursuant to internal revenue code section 6104. These documents are not available to the public at this time. The form 990 which includes 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
3175586238
Signed
2019-11-12

Organization Details

Principal Officer
Douglas True
Formed
1941
Legal Domicile
In
Voting Board Members
9
Independent Board Members
7
Employees
413
Volunteers
12
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Change in cash surrender value is $155,636 and change in unrealized loss in available for sale securities is $14,240.”

Financial Statement Notes

Schedule D, Part X, Line 1

“Management has evaluated their income tax position under the guidance included in asc 740. 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 923 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/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
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.
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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 $656 MILLION IN LOANS THIS YEAR IN ITS EFFORTS TO MEET THE MEMBERS' LENDING NEEDS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF TECHNOLOGY AND RISK OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14FINANCIAL ADVISOR- PCG
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT- COMMERICAL GROUP
IRS990/Form990PartVIISectionAGrp/TitleTxt16FINANCIAL ADVISOR- PCG
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT- TECHNOLOGY
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,414,390,401
Liabilities
$1,262,098,409
Net assets
$152,291,992
Revenue
$76,777,388
Expenses
$65,823,766
Net income
$10,953,622
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
2018Detailed filing. Detailed filing data is available for this year.$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