Forum Credit Union
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.
Forum Credit Union at a glance
In short: Forum Credit Union gave $165K across 1 grant in 2024 (avg $165K), mostly in Indiana. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $165,000
- +0.0% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $165,000
- +0.0% vs 2023
- Median grant
- $165,000
- Total assets
- $2,173,451,335
- +5.4% vs 2023
- Primary geography
- Indiana (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
How to apply to Forum Credit Union
Open Grants
1 open opportunity from Forum Credit Union
Who Forum Credit Union funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was FORUM Credit Union Foundation Inc ($165K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Forum Credit Union gives
- Giving held roughly steady from 2021 to 2024 (+10%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $150K (2020) to $165K (2024). In 2024 it made 1 grant totaling $165K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FORUM Credit Union Foundation Inc Fishers, IN | Scholarship and Teacher Grants | $165,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,173,451,335 | $144,668,455 | $119,619,367 | $165,000 | 1 | $11,993,108 |
| 2023 | $2,061,308,465 | $121,977,660 | $96,142,707 | $165,000 | 1 | $7,049,697 |
| 2022 | $1,997,992,008 | $95,569,110 | $74,186,755 | $165,000 | 1 | $3,040,581 |
| 2021 | $1,879,317,913 | $93,129,055 | $68,230,811 | $150,000 | 1 | $1,468,051 |
| 2020 | $1,709,424,688 | $90,862,281 | $76,897,255 | $150,000 | 1 | $1,318,431 |
About Forum Credit Union
Based on IRS filings
Forum Credit Union is a public charity focused on public and 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 grant totaling $165K. Net investment income was $12.0M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Forum Credit Union is led by Douglas True, Chief Executive Officer on every filing since 2020; 21 of 22 officers listed in 2024 are compensated.
Officers on the 2024 filing
Douglas True
Chief Executive Officer
On filings since 2020
40 hrs/week
$898K (2020) → $730K (2024)
Kevin Hunt
Chairman
On filings since 2020
5 hrs/week
$834 (2022) → $1K (2024)
Jodee Curtis
Director
On filings since 2020
5 hrs/week
$6K (2023) → $4K (2024)
John Gallina
Director
On filings since 2020
5 hrs/week
$848 (2022) → $4K (2024)
Kelly Wilson
Director
On filings since 2020
5 hrs/week
$1K (2022) → $6K (2024)
Lori Winkler
Director
On filings since 2020
5 hrs/week
$747 (2022) → $2K (2024)
Donna Wilkinson
Director
On filings since 2020
5 hrs/week
No compensation reported
Benjamen Banks
Financial Advisor- Pcg
On filings since 2020
40 hrs/week
$359K (2020) → $410K (2024)
Cameron Piercefield
Chief Technology & Risk Officer
On filings since 2020
40 hrs/week
$270K (2020) → $364K (2024)
Charles Andrew Mattingly
Chief Operating Officer
On filings since 2020
40 hrs/week
$273K (2020) → $356K (2024)
Chris Hagenow
Secretary
On filings since 2020
5 hrs/week
$1K (2022) → $940 (2024)
Jeffry Welch
Chief Financial Officer
On filings since 2020
40 hrs/week
$272K (2020) → $406K (2024)
Jennifer Budreau
Chief Operating Officer
On filings since 2020
40 hrs/week
$284K (2020) → $382K (2024)
Rick Rambo
Treasurer
On filings since 2020
5 hrs/week
$863 (2021) → $2K (2024)
Tracy Mills
Vice Chairman
On filings since 2020
5 hrs/week
$5K (2024)
Tammy Marrs
Financial Advisor
On filings since 2021
40 hrs/week
$282K (2021) → $309K (2024)
Andrew Spirrison
Chief Member Experience Officer
Senior Vice President - Member Experience → Chief Member Experience Officer, 2023
On filings since 2022
40 hrs/week
$228K (2022) → $281K (2024)
Jim Carr
Senior Vice President - Commercial & Investment Services
On filings since 2022
40 hrs/week
$280K (2022) → $311K (2024)
Christopher Ferguson
Vice President-Consumer Lending
On filings since 2023
40 hrs/week
$213K (2023) → $222K (2024)
Brian Crum
Vice President - Real Estate, Servicing & Credit
New on the 2024 filing
40 hrs/week
$229K (2024)
Kristi Lowell
Chief Marketing & Community Officer
New on the 2024 filing
40 hrs/week
$215K (2024)
Michelle Baker
Chief People Officer
New on the 2024 filing
40 hrs/week
$211K (2024)
Former officers (4)
- Former: Michelle Adrian (2020–2023) — Mortgage Originator
- Former: Russell Wagoner (2020–2021) — Mortgage Originator
- Former: William Losh (2020–2021) — Mortgage Originator
- Former: Jeremy Flater (2020) — Mortgage Originator
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $730K, to Douglas True (Chief Executive Officer). 21 officers or directors reported compensation on that filing.
Frequently asked questions about Forum Credit Union
How much does Forum Credit Union give each year?
Forum Credit Union gave $165K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $165K across 1 grant.
How large is Forum Credit Union?
Forum Credit Union reported $2.2B in total assets on its 2024 IRS Form 990. Its revenue that year was $144.7M.
What is Forum Credit Union?
Forum Credit Union is a public charity focused on public and societal benefit, based in Indianapolis, IN. It holds $2.2B in total assets as of 2024.
Where does Forum Credit Union operate?
Forum Credit Union has awarded grants in Indiana.
What is Forum Credit Union's EIN?
Forum Credit Union's EIN (Employer Identification Number) is 35-0779057. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 8, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 6, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 5, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Forum Credit Union's focus areas in our free grants database
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Forum Credit Union down — hundreds of funders to go?