Civic Intelligence

Departmant of Financial Institution Division of Credit Unions in Ind

990 • Fiscal year 2020 • EIN 35-0779057

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

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

0.90x

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

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

16th percentile

16.87x

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

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Net Margin

51st percentile

15%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Top Officer Pay

50th percentile

$958,444

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)14 • $1B+ nonprofits • Source year 2020

Asset Growth

24th percentile

15%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

8.1%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,709,424,688

Up $220,505,168 (+15%) from 2019

Net Assets

Up

$176,399,659

Up $14,143,541 (+8.7%) from 2019

Liabilities

Up

$1,533,025,029

Up $206,361,627 (+16%) from 2019

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin51st percentile

Revenue

Up

$90,862,281

Up $6,847,069 (+8.1%) from 2019

Expenses

Up

$76,897,255

Up $2,613,536 (+3.5%) from 2019

Net Income

Up

$13,965,026

Up $4,233,533 (+44%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$1,709,424,688
Liabilities$1,533,025,029
Net Assets$176,399,659
Open 2020 Filing

Operations Trend

Revenue Growth73rd 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

2020

Revenue$90,862,281
Expenses$76,897,255
Net Income$13,965,026
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.0
Gross Receipts
$91,725,963
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$1,302,842,703$1,455,717,318▲ $152,874,615
Rtn Earn Endowment Incm Other Fnds$162,256,118$176,399,659▲ $14,143,541
Savings and Temporary Cash Investments$101,980,349$145,377,630▲ $43,397,281
Land, Buildings, and Equipment, Net$33,964,168$33,742,798▼ $221,370
Investments in Publicly Traded Securities$12,877,139$29,877,277▲ $17,000,138
Investments Other Securities$4,910,700$5,175,000▲ $264,300
Cash and Non-Interest-Bearing Accounts$3,920,667$3,677,957▼ $242,710
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Total Assets$1,488,919,520$1,709,424,688▲ $220,505,168
Other Assets Total$28,423,794$35,856,708▲ $7,432,914
Liabilities
Other Liabilities$1,208,617,873$1,406,301,031▲ $197,683,158
Mortgage Notes Payable Secured by Investment Property$95,000,000$105,000,000▲ $10,000,000
Accounts Payable and Accrued Expenses$23,045,529$21,723,998▼ $1,321,531
Total Liabilities$1,326,663,402$1,533,025,029▲ $206,361,627
Net Assets / Fund Balance
Total Net Assets Fund Balance$162,256,118$176,399,659▲ $14,143,541
Total Liabilities and Net Assets / Fund Balance$1,488,919,520$1,709,424,688▲ $220,505,168

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,157,917$20,079,494$38,237,411
Equipment$7,424,514$16,547,565$23,972,079
Land$7,426,758-$7,426,758
Leasehold Improvements$733,609$2,129,425$2,863,034
Other Land Buildings$0$0$0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Douglas TrueChief Executive OfficerFT$334,978$623,466$958,444
Michelle AdrianMortgage OriginatorFT$509,359$15,653$525,012
Russell WagonerMortgage OriginatorFT$472,558$12,534$485,092
William LoshMortgage OriginatorFT$454,979$14,211$469,190
Benjamen BanksFinancial Advisor- PcgFT$358,940$59,264$418,204
Jeremy FlaterMortgage OriginatorFT$347,490$25,887$373,377
Jennifer BudreauChief Operating OfficerFT$231,974$94,626$326,600
Jeffry WelchChief Financial OfficerFT$220,433$94,201$314,634
Charles Andrew MattinglyChief Operating OfficerFT$223,080$90,529$313,609
Cameron PiercefieldChief Technology and Risk OfficerFT$219,956$84,943$304,899

Board Members and Trustees

NameTitle
Kevin HuntChairman
Tracy MillsVice Chairman
Donna WilkinsonDirector
Jodee CurtisDirector
John GallinaDirector
Kelly WilsonDirector
Lori WinklerDirector
Chris HagenowSecretary
Rick RamboTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Avtex SolutionsTechnology Services3500 AMERICAN BLVD WEST, STE 300, Bloomington, MN 55431$304,664
Fmg Indianapolis LLCAdvertising1775 N WARM SPRINGS RD, SUITE A, Salt Lake City, UT 84116$277,180
Church Church Hittle & AntrimLegal ServicesTWO NORTH NINTH STREET, Noblesville, IN 46060$235,459
Appraiservendorcom LLCAppraisal Services3195 W FAIRVIEW RD, Greenwood, IN 46142$217,325
Lereta LLCMortgage Services901 CORPORATE CENTER DRIVE, Pomona, CA 91768$214,589
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$87,655,053
Investment Income
$1,318,431
Other Revenue
$1,888,797
Change in Net Assets
$13,965,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,495,542
Salaries, Compensation, and Employee Benefits$32,251,713
Grants and Similar Amounts Paid$150,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$23,383,947
Interest---$13,636,709
Other Employee Benefits---$3,886,833
Information Technology---$3,504,336
Occupancy---$3,451,345
Depreciation Depletion---$2,972,786
Current Officers, Directors, Trustees, and Key Employees---$2,218,186
Advertising---$2,078,000
Payroll Taxes---$1,781,962
All Other Expenses---$1,734,917
Office Expenses---$1,139,931
Pension Plan Contributions---$980,785
Other Expenses---$802,013
Conferences and Meetings---$316,647
Insurance---$247,023
Fees for Services Accounting---$228,763
Grants to Domestic Orgs---$150,000
Fees for Services Legal---$42,353
Travel---$5,541
Total Functional Expenses$0$0$0$76,897,255
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$6,250
Total Exempt Function Spending$6,250
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
23-7305600Indianapolis, IN$5,000
35-1789566Indianapolis, IN$1,250
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Kelly Wilson (director)Technology ServicesNo$1,036,578
Kathleen PiercefieldSpouse of Key EmployeeCompensation of EmployeeNo$96,363
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Accounts$1,350,532,031
Non-member Deposits$55,769,000
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 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 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 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 2020.”

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 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
CFO
Phone
3175586000
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas True
Formed
1941
Legal Domicile
In
Voting Board Members
9
Independent Board Members
8
Employees
420
Volunteers
9

Preparer

Firm
Bkd Llp
Address
BKD LLP, 201 N Illinois Street, Indianapolis, IN 46204
Preparer
Michael Summers
Phone
3173833663
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Change in cash surrender value is $155,648 and change in unrealized gain in available for sale securities is $22,867”

Financial Statement Notes

Schedule D, Part X, Line 1

“Management has evaluated their income tax position under 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 891 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
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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/Form990PartVIISectionAGrp/TitleTxt3MORTGAGE ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCIAL ADVISOR- PCG
IRS990/Form990PartVIISectionAGrp/TitleTxt5MORTGAGE ORIGINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF TECHNOLOGY AND RISK OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,709,424,688
Liabilities
$1,533,025,029
Net assets
$176,399,659
Revenue
$90,862,281
Expenses
$76,897,255
Net income
$13,965,026
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)14 • $1B+ nonprofits