Liabilities / Assets
68th percentile
Higher debt load relative to assets than 68% of similar nonprofits.
Forward Financial Credit Union
990 • Fiscal year 2023 • EIN 39-0812058
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.90x
Liabilities / Revenue
54th percentile
Higher debt load relative to revenue than 54% of similar nonprofits.
Net Margin
53rd percentile
Higher net margin than 53% of similar nonprofits.
Top Officer Pay
11th percentile
Higher top officer pay than 11% of similar nonprofits.
Top officer pay equals 2.3% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
34th percentile
Faster revenue growth than 34% of similar nonprofits.
Balance Sheet
Assets
Down$90,203,429
Down $4,954,572 (-5.2%) from 2022
Net Assets
Up$8,981,086
Up $1,217,372 (+16%) from 2022
Liabilities
Down$81,222,343
Down $6,171,944 (-7.1%) from 2022
Revenue And Expenses
Revenue
Up$4,553,493
Up $630,948 (+16%) from 2022
Expenses
Up$3,915,324
Up $148,099 (+3.9%) from 2022
Net Income
Up$638,169
Up $482,849 (+311%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Sep 19, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $4,553,493
Mission and Program Overview
Mission
Forward financial credit union, as a member owned and directed community financial institution, is dedicated to serving the present and future financial needs of our members, including low-income and underserved populations through cost effective financial services consistent with co-operative principles, applicable legislation and sound management.
Forward financial credit union, as a member owned directed community financial institution, is dedicated to serving the present and future financial needs of our members, including low-income and underserved population through cost effective financial services.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $49,440,204 | $50,169,226 | ▲ $729,022 |
| Savings and Temporary Cash Investments | $26,145,708 | $20,980,382 | ▼ $5,165,326 |
| Investments in Publicly Traded Securities | $14,294,188 | $13,765,372 | ▼ $528,816 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $4,757,721 | $4,757,721 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $3,005,993 | $4,223,365 | ▲ $1,217,372 |
| Land, Buildings, and Equipment, Net | $2,125,324 | $2,084,107 | ▼ $41,217 |
| Cash and Non-Interest-Bearing Accounts | $1,109,561 | $1,259,779 | ▲ $150,218 |
| Investments Program Related | $551,196 | $550,774 | ▼ $422 |
| Prepaid Expenses and Deferred Charges | $142,990 | $129,546 | ▼ $13,444 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $95,158,001 | $90,203,429 | ▼ $4,954,572 |
| Other Assets Total | $1,348,830 | $1,264,243 | ▼ $84,587 |
| Liabilities | |||
| Other Liabilities | $85,077,579 | $79,280,442 | ▼ $5,797,137 |
| Accounts Payable and Accrued Expenses | $1,593,109 | $1,317,998 | ▼ $275,111 |
| Escrow Account Liability | $723,599 | $623,903 | ▼ $99,696 |
| Total Liabilities | $87,394,287 | $81,222,343 | ▼ $6,171,944 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $7,763,714 | $8,981,086 | ▲ $1,217,372 |
| Total Liabilities and Net Assets / Fund Balance | $95,158,001 | $90,203,429 | ▼ $4,954,572 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,590,633 | $1,809,243 | $3,399,876 |
| Equipment | $308,012 | $2,756,821 | $3,064,833 |
| Other Land Buildings | $84,162 | $469,718 | $553,880 |
| Land | $101,300 | - | $101,300 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Tammy Young | President/CEO | FT | $99,162 | $6,388 | $105,550 |
| Denise Sauld | VP Financial Services | FT | $41,233 | $4,000 | $45,233 |
| Dan Decker | Chair | - | $3,000 | - | $3,000 |
| Mary Ellen Welcher | Secretary | - | $2,400 | - | $2,400 |
| Scott Pancheri | Vice Chair | - | $2,400 | - | $2,400 |
| Teresa West | Treasurer | - | $2,400 | - | $2,400 |
Board Members and Trustees
| Name | Title |
|---|---|
| Angela Moreau | Director |
| Audrey Fredrick | Director |
| Ralph Dumke | Director |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Fiserv | Data Processing | 75 REMITTANCE DR STE 6974, Chicago, IL 60675 | $646,159 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $3,575,075
- Investment Income
- $978,418
- Other Revenue
- $0
- Change in Net Assets
- $638,169
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $2,192,607 |
| Salaries, Compensation, and Employee Benefits | $1,722,717 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $1,191,615 |
| Information Technology | - | - | - | $675,448 |
| Office Expenses | - | - | - | $426,463 |
| Other Employee Benefits | - | - | - | $208,815 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $150,595 |
| Depreciation Depletion | - | - | - | $145,163 |
| Occupancy | - | - | - | $139,604 |
| Payroll Taxes | - | - | - | $101,893 |
| Other Expenses | - | - | - | $82,919 |
| Pension Plan Contributions | - | - | - | $69,799 |
| All Other Expenses | - | - | - | $44,747 |
| Advertising | - | - | - | $44,028 |
| Conferences and Meetings | - | - | - | $25,267 |
| Fees for Services Accounting | - | - | - | $20,893 |
| Fees for Services Management | - | - | - | $13,722 |
| Fees for Services Legal | - | - | - | $3,366 |
| Travel | - | - | - | $1,406 |
| Interest | - | - | - | $30 |
| Total Functional Expenses | $0 | $0 | $0 | $3,915,324 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Member Shares | $79,280,442 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- 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
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 6
“The credit union has members.”
Form 990, Part VI, Section A, Line 7A
“Election at annual meeting. Unless an alternate election method set forth in the organization's bylaws is authorized by the board, directors shall be elected by the members present at the annual meeting in the following manner: (a)the chairperson may appoint a nominating committee consisting of not fewer than three (3) members of the credit union. If appointed, the nominating committee shall nominate one (1) or more members for each vacancy on the board, including any unexpired term occupied by a director appointed by the board under section 7 of this article. (b)after the nominations of the nominating committee, if any, have been placed before the members at the annual meeting the votes shall be taken and tallied by the nominating committee, and the results shall be announced. Except as provided in paragraph (c) all elections shall be determined by plurality vote, and shall be by ballot except when the number of nominees does not exceed the number of vacancies to be filled. (c)if two (2) or more candidates for director receive an equal number of votes, and resolution of the tie vote affects the election of one (1) or more directors, the members present at the annual meeting shall either elect by a plurality vote the appropriate number of directors from among the candidates who received the equal number of votes in the initial balloting, or shall authorize those candidates to resolve the tie vote by a drawing of lots.”
Form 990, Part VI, Section B, Line 11B
“Copies of the form 990 were distributed to the governing board prior to submission to the internal revenue service.”
Form 990, Part VI, Section B, Line 12C
“All officer, employee, and director's activities within the credit union are monitored daily, all loan advances need approval of a majority, and the policy is reviewed and signed yearly. If there is a conflict of interest the officer, employee, or director is removed from voting.”
Form 990, Part VI, Section B, Line 15
“Compensation for the ceo and the organization's officers is determined and approved by the personnel committee of the board.”
Form 990, Part VI, Section C, Line 19
“UPON REQUEST”
Filing and Contact Details
Filer
- Filer Name
- Forward Financial Credit Union
- EIN
- 39-0812058
- Phone
- 7152514546
- Address
- 1250 ROOSEVELT ROAD, NIAGARA, WI 54151-0048
Signing Officer
- Name
- Tammy Young
- Title
- President/CEO
- Phone
- 7152514546
- Signed
- 2024-09-19
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Tammy Young
- Formed
- 1948
- Legal Domicile
- Wi
- Voting Board Members
- 7
- Independent Board Members
- 7
- Employees
- 50
- Volunteers
- 7
Preparer
- Firm
- Hawkins Ash Cpas Llp
- Address
- 520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
- Preparer
- Jeffrey Danen CPA
- Phone
- 9203369850
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Implementation of asc 326 149,399.”
Financial Statement Notes
PART IV, LINE 2B:
“The credit union maintains escrow accounts associated with real estate mortgages (property taxes and insurance) for members.”
Raw XML Appendix398 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/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1317998 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | FORWARD FINANCIAL CREDIT UNION, AS A MEMBER OWNED DIRECTED COMMUNITY FINANCIAL INSTITUTION, IS DEDICATED TO SERVING THE PRESENT AND FUTURE FINANCIAL NEEDS OF OUR MEMBERS, INCLUDING LOW-INCOME AND UNDERSERVED POPULATION THROUGH COST EFFECTIVE FINANCIAL SERVICES. |
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| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 44747 |
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| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1259779 |
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| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
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| IRS990/Desc | 0 | LOANS: CONSUMER, BUSINESS, AND REAL ESTATE |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 50 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
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| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 623903 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
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| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 3366 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 13722 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
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| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 40.00 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | VP FINANCIAL SERVICES |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | PRESIDENT/CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1948 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
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| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
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| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
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| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 13765372 |
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| IRS990/LegalDomicileStateCd | 0 | WI |
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| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | FORWARD FINANCIAL CREDIT UNION, AS A MEMBER OWNED DIRECTED COMMUNITY FINANCIAL INSTITUTION, IS DEDICATED TO SERVING THE PRESENT AND FUTURE FINANCIAL NEEDS OF OUR MEMBERS, INCLUDING LOW-INCOME AND UNDERSERVED POPULATION THROUGH COST EFFECTIVE FINANCIAL SERVICES. |
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| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 7763714 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 8981086 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 13122 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 13122 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 429804 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 139604 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 426463 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1348830 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1264243 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 149399 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 208815 |
| IRS990/OtherExpensesGrp/Desc | 0 | LOAN SERVICING EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | DIVIDENDS ON SHARES |
| IRS990/OtherExpensesGrp/Desc | 2 | MISCELLANEOUS EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | PROVISION FOR BAD DEBT |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 283614 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 202633 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 83304 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 82919 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 85077579 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 79280442 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 1191615 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 49440204 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 50169226 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 101893 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 4757721 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 4757721 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 69799 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 142990 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 129546 |
| IRS990/PrincipalOfficerNm | 0 | TAMMY YOUNG |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 522100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 4 | 522100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | INTEREST ON LOANS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | INTERCHANGE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | FEE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | INSURANCE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | OTHER INCOME |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2640206 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 410426 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 318735 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 158931 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 11277 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2640206 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 410426 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 343398 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 169768 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 11277 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 24663 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 10837 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | SAVING, CERTIFICATE OF DEPOSIT, MONEY MARKETS, CHECKING, AND IRAS |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | CASH HANDLING/CHECKING CASH FOR MEMBERS ONLY |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 499245 |
| IRS990/PYOtherExpensesAmt | 0 | 2152258 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3423300 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 155320 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1614967 |
| IRS990/PYTotalExpensesAmt | 0 | 3767225 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3922545 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 638169 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 3005993 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 4223365 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 26145708 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 20980382 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 1590633 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 1809243 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 3399876 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 308012 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 2756821 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 3064833 |
| IRS990ScheduleD/ExplanationProvidedInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | 1 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 101300 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 101300 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 84162 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 469718 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 553880 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 79280442 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | MEMBER SHARES |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE CREDIT UNION MAINTAINS ESCROW ACCOUNTS ASSOCIATED WITH REAL ESTATE MORTGAGES (PROPERTY TAXES AND INSURANCE) FOR MEMBERS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART IV, LINE 2B: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 2084107 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 79280442 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE CREDIT UNION HAS MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ELECTION AT ANNUAL MEETING. UNLESS AN ALTERNATE ELECTION METHOD SET FORTH IN THE ORGANIZATION'S BYLAWS IS AUTHORIZED BY THE BOARD, DIRECTORS SHALL BE ELECTED BY THE MEMBERS PRESENT AT THE ANNUAL MEETING IN THE FOLLOWING MANNER: (A)THE CHAIRPERSON MAY APPOINT A NOMINATING COMMITTEE CONSISTING OF NOT FEWER THAN THREE (3) MEMBERS OF THE CREDIT UNION. IF APPOINTED, THE NOMINATING COMMITTEE SHALL NOMINATE ONE (1) OR MORE MEMBERS FOR EACH VACANCY ON THE BOARD, INCLUDING ANY UNEXPIRED TERM OCCUPIED BY A DIRECTOR APPOINTED BY THE BOARD UNDER SECTION 7 OF THIS ARTICLE. (B)AFTER THE NOMINATIONS OF THE NOMINATING COMMITTEE, IF ANY, HAVE BEEN PLACED BEFORE THE MEMBERS AT THE ANNUAL MEETING THE VOTES SHALL BE TAKEN AND TALLIED BY THE NOMINATING COMMITTEE, AND THE RESULTS SHALL BE ANNOUNCED. EXCEPT AS PROVIDED IN PARAGRAPH (C) ALL ELECTIONS SHALL BE DETERMINED BY PLURALITY VOTE, AND SHALL BE BY BALLOT EXCEPT WHEN THE NUMBER OF NOMINEES DOES NOT EXCEED THE NUMBER OF VACANCIES TO BE FILLED. (C)IF TWO (2) OR MORE CANDIDATES FOR DIRECTOR RECEIVE AN EQUAL NUMBER OF VOTES, AND RESOLUTION OF THE TIE VOTE AFFECTS THE ELECTION OF ONE (1) OR MORE DIRECTORS, THE MEMBERS PRESENT AT THE ANNUAL MEETING SHALL EITHER ELECT BY A PLURALITY VOTE THE APPROPRIATE NUMBER OF DIRECTORS FROM AMONG THE CANDIDATES WHO RECEIVED THE EQUAL NUMBER OF VOTES IN THE INITIAL BALLOTING, OR SHALL AUTHORIZE THOSE CANDIDATES TO RESOLVE THE TIE VOTE BY A DRAWING OF LOTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COPIES OF THE FORM 990 WERE DISTRIBUTED TO THE GOVERNING BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL OFFICER, EMPLOYEE, AND DIRECTOR'S ACTIVITIES WITHIN THE CREDIT UNION ARE MONITORED DAILY, ALL LOAN ADVANCES NEED APPROVAL OF A MAJORITY, AND THE POLICY IS REVIEWED AND SIGNED YEARLY. IF THERE IS A CONFLICT OF INTEREST THE OFFICER, EMPLOYEE, OR DIRECTOR IS REMOVED FROM VOTING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | COMPENSATION FOR THE CEO AND THE ORGANIZATION'S OFFICERS IS DETERMINED AND APPROVED BY THE PERSONNEL COMMITTEE OF THE BOARD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | IMPLEMENTATION OF ASC 326 149,399. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART XI, LINE 9: |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 95158001 |
| IRS990/TotalAssetsEOYAmt | 0 | 90203429 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 95158001 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 90203429 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 50 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 3915324 |
| IRS990/TotalGrossUBIAmt | 0 | 35500 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 87394287 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 81222343 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 87394287 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 81222343 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 7763714 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 8981086 |
| IRS990/TotalOtherCompensationAmt | 0 | 10388 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 3575075 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 150595 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 965296 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3552697 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 4553493 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 35500 |
| IRS990/TotalVolunteersCnt | 0 | 7 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 95158001 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 90203429 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 1406 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 1 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1250 ROOSEVELT ROAD |
| IRS990/USAddress/CityNm | 0 | NIAGRA |
| IRS990/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/USAddress/ZIPCd | 0 | 54151 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 7 |
| IRS990/VotingMembersIndependentCnt | 0 | 7 |
| IRS990/WebsiteAddressTxt | 0 | WWW.FORWARDFINANCIALCU.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TAMMY YOUNG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/CEO |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7152514546 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-09-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FORWARD FINANCIAL CREDIT UNION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FORW |
| ReturnHeader/Filer/EIN | 0 | 390812058 |
| ReturnHeader/Filer/PhoneNum | 0 | 7152514546 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1250 ROOSEVELT ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NIAGARA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 541510048 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390912608 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HAWKINS ASH CPAS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 520 N BROADWAY SUITE 250 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GREEN BAY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 54303 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9203369850 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-09-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEFFREY DANEN CPA |
| ReturnHeader/ReturnTs | 0 | 2024-11-04T09:21:24-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $90,203,429
- Liabilities
- $81,222,343
- Net assets
- $8,981,086
- Revenue
- $4,553,493
- Expenses
- $3,915,324
- Net income
- $638,169