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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2B
+5.4% YoY
Annual Giving
$165K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$165K
+0.0% YoY
About Forum Credit Union
Based on IRS filings
Forum Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in INDIANAPOLIS, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2B in total assets. In 2024, it awarded 1 grants totaling $165K. Net investment income was $12.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,173,451,335 | $2,061,308,465 | $1,997,992,008 |
| Revenue | $144,668,455 | $121,977,660 | $95,569,110 |
| Expenses | $119,619,367 | $96,142,707 | $74,186,755 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $11,993,108 | $7,049,697 | $3,040,581 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Open Grants
1 open opportunity from Forum Credit Union
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DOUGLAS TRUE | CHIEF EXECUTIVE OFFICER | 40 | $730,163 |
| BENJAMEN BANKS | FINANCIAL ADVISOR- PCG | 40 | $410,047 |
| JEFFRY WELCH | CHIEF FINANCIAL OFFICER | 40 | $406,121 |
| CHARLES ANDREW MATTINGLY | CHIEF OPERATING OFFICER | 40 | $356,358 |
| JENNIFER BUDREAU | CHIEF OPERATING OFFICER | 40 | $381,857 |
| CAMERON PIERCEFIELD | CHIEF TECHNOLOGY AND RISK OFFICER | 40 | $363,882 |
| JIM CARR | SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES | 40 | $311,259 |
| TAMMY MARRS | FINANCIAL ADVISOR | 40 | $308,738 |
| ANDREW SPIRRISON | CHIEF MEMBER EXPERIENCE OFFICER | 40 | $281,039 |
| CHRISTOPHER FERGUSON | VICE PRESIDENT-CONSUMER LENDING | 40 | $222,091 |
| BRIAN CRUM | VICE PRESIDENT - REAL ESTATE, SERVICING AND CREDIT | 40 | $229,337 |
| MICHELLE BAKER | CHIEF PEOPLE OFFICER | 40 | $211,431 |
| KRISTI LOWELL | CHIEF MARKETING AND COMMUNITY OFFICER | 40 | $215,357 |
| KELLY WILSON | DIRECTOR | 5 | $6,170 |
| TRACY MILLS | VICE CHAIRMAN | 5 | $4,943 |
| JOHN GALLINA | DIRECTOR | 5 | $3,875 |
| JODEE CURTIS | DIRECTOR | 5 | $3,672 |
| RICK RAMBO | TREASURER | 5 | $2,446 |
| LORI WINKLER | DIRECTOR | 5 | $2,187 |
| KEVIN HUNT | CHAIRMAN | 5 | $1,267 |
| CHRIS HAGENOW | SECRETARY | 5 | $940 |
| DONNA WILKINSON | DIRECTOR | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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—
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Total Given
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Buchanan-clements Foundation Inc
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Assets
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Total Given
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Harold Ellison Scholarship Fund 002188
MUNCIE, IN
Assets
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Grants
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Total Given
$62K
Alatash Foundation Inc
DYER, IN
Assets
$15K
Grants
0
Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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