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FORUM CREDIT UNION

EIN 35-0779057 INDIANAPOLIS, IN

Browse the largest nonprofits in Indiana

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 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 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 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 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 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 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 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 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 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 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 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 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 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 Wilson

    DIRECTOR

    Total calculated
    $6,170
    From this org
    $6,170
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Tracy Mills

    VICE CHAIRMAN

    Total calculated
    $4,943
    From this org
    $4,943
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • John Gallina

    DIRECTOR

    Total calculated
    $3,875
    From this org
    $3,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Jodee Curtis

    DIRECTOR

    Total calculated
    $3,672
    From this org
    $3,672
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 1 related
  • Rick Rambo

    TREASURER

    Total calculated
    $2,446
    From this org
    $2,446
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Lori Winkler

    DIRECTOR

    Total calculated
    $2,187
    From this org
    $2,187
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Kevin Hunt

    CHAIRMAN

    Total calculated
    $1,267
    From this org
    $1,267
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Chris Hagenow

    SECRETARY

    Total calculated
    $940
    From this org
    $940
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Donna 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

Where these grants went next →

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

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.