- Revenue 2024
- $144,668,455
- Expenses 2024
- $119,619,367
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- W61
- Classification
- 1000
- Street
- PO BOX 50738
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
FORUM IS A 501(C)(14) EXEMPT ORGANIZATION THAT IS OPERATED FOR MUTUAL PURPOSES AND WITHOUT PROFIT THAT 1)PROMOTES THRIFT AMONG MEMBERS AND 2)PROVIDES 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.
Activities or mission (Part I)
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.
-
PROVIDING 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 $559 MILLION IN LOANS THIS YEAR IN ITS EFFORTS TO MEET THE MEMBERS' LENDING NEEDS.
-
TO PROMOTE THRIFT AND RESPONSIBLE USE OF CREDIT WITHIN THE MEMBERSHIP, FORUM PROVIDES SEVERAL FINANCIAL EDUCATION OPPORTUNITIES INCLUDING FINANCIAL LITERACY CONTENT ON THE WEBSITE, FINANCIAL LITERACY VIDEOS, FINANCIAL SEMINARS, ONLINE BUDGETING TOOLS, IN BRANCH ACTIVITIES AND PROMOTIONS GEARED TO FINANCIAL EDUCATION. IN ADDITION, FORUM PROVIDES A VARIETY OF INNOVATIVE SAVINGS ACCOUNTS DESIGNED TO ENCOURAGE SYSTEMATIC SAVINGS WHICH HAS GENERATED OVER $27 MILLION IN PERSONAL SAVINGS.
-
FORUM 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. FORUM CURRENTLY WORKS WITH OVER 5,500 SMALL BUSINESS OWNERS PROVIDING A VARIETY OF PRODUCTS AND SERVICES.
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Douglas TrueDOUGLAS TRUE
CHIEF EXECUTIVE OFFICER
- Total calculated
- $790,523
- From this org
- $730,163
- From related orgs
- $0
- Other
- $60,360
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $506,960
- Bonus
- $215,334
- Other
- $7,869
- Deferred
- $33,364
- Nontaxable benefits
- $26,996
- Filer's total
- $790,523
-
Benjamen BanksBENJAMEN BANKS
FINANCIAL ADVISOR- PCG
- Total calculated
- $479,609
- From this org
- $410,047
- From related orgs
- $0
- Other
- $69,562
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $410,047
- Bonus
- $0
- Other
- $0
- Deferred
- $38,525
- Nontaxable benefits
- $31,037
- Filer's total
- $479,609
-
Jeffry WelchJEFFRY WELCH
CHIEF FINANCIAL OFFICER
- Total calculated
- $442,889
- From this org
- $406,121
- From related orgs
- $0
- Other
- $36,768
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $334,026
- Bonus
- $62,000
- Other
- $10,095
- Deferred
- $9,784
- Nontaxable benefits
- $26,984
- Filer's total
- $442,889
-
Charles Andrew MattinglyCHARLES ANDREW MATTINGLY
CHIEF OPERATING OFFICER
- Total calculated
- $428,327
- From this org
- $356,358
- From related orgs
- $0
- Other
- $71,969
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $286,715
- Bonus
- $62,000
- Other
- $7,643
- Deferred
- $38,250
- Nontaxable benefits
- $33,719
- Filer's total
- $428,327
-
Jennifer BudreauJENNIFER BUDREAU
CHIEF OPERATING OFFICER
- Total calculated
- $398,360
- From this org
- $381,857
- From related orgs
- $0
- Other
- $16,503
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $317,505
- Bonus
- $62,000
- Other
- $2,352
- Deferred
- $14,672
- Nontaxable benefits
- $1,831
- Filer's total
- $398,360
-
Cameron PiercefieldCAMERON PIERCEFIELD
CHIEF TECHNOLOGY AND RISK OFFICER
- Total calculated
- $395,241
- From this org
- $363,882
- From related orgs
- $0
- Other
- $31,359
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $296,554
- Bonus
- $62,000
- Other
- $5,328
- Deferred
- $15,525
- Nontaxable benefits
- $15,834
- Filer's total
- $395,241
-
Jim CarrJIM CARR
SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES
- Total calculated
- $364,272
- From this org
- $311,259
- From related orgs
- $0
- Other
- $53,013
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $301,876
- Bonus
- $0
- Other
- $9,383
- Deferred
- $19,728
- Nontaxable benefits
- $33,285
- Filer's total
- $364,272
-
Tammy MarrsTAMMY MARRS
FINANCIAL ADVISOR
- Total calculated
- $363,885
- From this org
- $308,738
- From related orgs
- $0
- Other
- $55,147
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $308,738
- Bonus
- $0
- Other
- $0
- Deferred
- $28,809
- Nontaxable benefits
- $26,338
- Filer's total
- $363,885
-
Andrew SpirrisonANDREW SPIRRISON
CHIEF MEMBER EXPERIENCE OFFICER
- Total calculated
- $345,565
- From this org
- $281,039
- From related orgs
- $0
- Other
- $64,526
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $213,235
- Bonus
- $62,000
- Other
- $5,804
- Deferred
- $31,801
- Nontaxable benefits
- $32,725
- Filer's total
- $345,565
-
Christopher FergusonCHRISTOPHER FERGUSON
VICE PRESIDENT-CONSUMER LENDING
- Total calculated
- $263,353
- From this org
- $222,091
- From related orgs
- $0
- Other
- $41,262
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $220,315
- Bonus
- $0
- Other
- $1,776
- Deferred
- $8,844
- Nontaxable benefits
- $32,418
- Filer's total
- $263,353
-
Brian CrumBRIAN CRUM
VICE PRESIDENT - REAL ESTATE, SERVICING AND CREDIT
- Total calculated
- $260,914
- From this org
- $229,337
- From related orgs
- $0
- Other
- $31,577
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,032
- Bonus
- $0
- Other
- $4,305
- Deferred
- $6,705
- Nontaxable benefits
- $24,872
- Filer's total
- $260,914
-
Michelle BakerMICHELLE BAKER
CHIEF PEOPLE OFFICER
- Total calculated
- $231,705
- From this org
- $211,431
- From related orgs
- $0
- Other
- $20,274
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $193,237
- Bonus
- $15,000
- Other
- $3,194
- Deferred
- $8,523
- Nontaxable benefits
- $11,751
- Filer's total
- $231,705
-
Kristi LowellKRISTI LOWELL
CHIEF MARKETING AND COMMUNITY OFFICER
- Total calculated
- $227,323
- From this org
- $215,357
- From related orgs
- $0
- Other
- $11,966
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $196,618
- Bonus
- $15,000
- Other
- $3,739
- Deferred
- $9,622
- Nontaxable benefits
- $2,344
- Filer's total
- $227,323
-
Kelly WilsonKELLY WILSON
DIRECTOR
- Total calculated
- $6,170
- From this org
- $6,170
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Tracy MillsTRACY MILLS
VICE CHAIRMAN
- Total calculated
- $4,943
- From this org
- $4,943
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
John GallinaJOHN GALLINA
DIRECTOR
- Total calculated
- $3,875
- From this org
- $3,875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Jodee CurtisJODEE CURTIS
DIRECTOR
- Total calculated
- $3,672
- From this org
- $3,672
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5 + 1 related
-
Rick RamboRICK RAMBO
TREASURER
- Total calculated
- $2,446
- From this org
- $2,446
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Lori WinklerLORI WINKLER
DIRECTOR
- Total calculated
- $2,187
- From this org
- $2,187
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Kevin HuntKEVIN HUNT
CHAIRMAN
- Total calculated
- $1,267
- From this org
- $1,267
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Chris HagenowCHRIS HAGENOW
SECRETARY
- Total calculated
- $940
- From this org
- $940
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
Donna WilkinsonDONNA WILKINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $144,668,455
- Expenses
- $119,619,367
- Contributions
- $0
- Grants paid
- $165,000
-
2023
- Revenue
- $121,977,660
- Expenses
- $96,142,707
- Contributions
- $0
- Grants paid
- $165,000
-
2022
- Revenue
- $95,569,110
- Expenses
- $74,186,755
- Contributions
- $0
- Grants paid
- $165,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $93,129,055
- Expenses
- $68,230,811
- Assets (EOY)
- $1,879,317,913
-
2020 · 990
- Revenue
- $90,862,281
- Expenses
- $76,897,255
- Assets (EOY)
- $1,709,424,688
-
2019 · 990
- Revenue
- $84,015,212
- Expenses
- $74,283,719
- Assets (EOY)
- $1,488,919,520
-
2018 · 990
- Revenue
- $76,777,388
- Expenses
- $65,823,766
- Assets (EOY)
- $1,414,390,401
-
2017 · 990
- Revenue
- $71,470,986
- Expenses
- $61,571,504
- Assets (EOY)
- $1,366,489,677
-
2016 · 990
- Revenue
- $62,652,523
- Expenses
- $57,682,415
- Assets (EOY)
- $1,303,547,575
-
2015 · 990
- Revenue
- $57,315,369
- Expenses
- $51,754,161
- Assets (EOY)
- $1,115,079,053
-
2014 · 990
- Revenue
- $52,874,273
- Expenses
- $46,783,632
- Assets (EOY)
- $1,020,561,637
-
2013 · 990
- Revenue
- $51,756,966
- Expenses
- $47,669,073
- Assets (EOY)
- $933,768,411
-
2011 · 990
- Revenue
- not reported
- Expenses
- $53,393,018
- Assets (EOY)
- $909,399,428
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Form 990-N e-Postcard, tax year 2013
- Tax period
- 1 January 2013 to 31 December 2013
- Principal officer
-
Dave Carter
- Mailing address
- 925 Texarkana DrIndianapolis IN 46231
- Website
- waynetownship4h.org
- Doing business as
- Marion County 4H Wayne Township 4H
As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.
Grants made
-
FORUM CREDIT UNION FOUNDATION INC
$165,000
2022 SCHOLARSHIP AND TEACHER GRANTS
-
FORUM CREDIT UNION FOUNDATION INC
$165,000
2023 SCHOLARSHIP AND TEACHER GRANTS
-
FORUM Credit Union Foundation Inc
$165,000
2024 Scholarship and Teacher Grants
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
FORUM CREDIT UNION FOUNDATION INC
501(C)(3) · EDUCATIONAL GRANTS AND SCHOLARSHIPS · IN · controlled entity
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
FORUM SOLUTIONS LLC
INVESTMENT MGMT & INSURANCE REFERRAL · IN · income $2,540,943 · assets $873,855
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.