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.
Financial Overview
From 2024 IRS Form 990-PF
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
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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
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Forum Credit Union fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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