Forum Credit Union

Fishers, Indiana

B+Health Score
68B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 43 peers in Public & Societal Benefit with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.51×
Peer Median1.07×
💰
$122.0M
Total Revenue
📊
$96.1M
Total Expenses
🏦
$241.2M
Net Assets
📋
$1.8B
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+27.6%
Year-over-year change (2022 → 2023)
Net Margin
+21.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.51
Net assets divided by total expenses
Liabilities-to-Assets
88.3%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$121,977,660↑28%$96,142,707↑30%$2,061,308,465↑3%
2022$95,569,110↑3%$74,186,755↑9%$1,997,992,008↑6%
2021$93,129,055↑2%$68,230,811↓11%$1,879,317,913↑10%
2020$90,862,281↑8%$76,897,255↑4%$1,709,424,688↑15%
2019$84,015,212↑9%$74,283,719↑13%$1,488,919,520↑5%
2018$76,777,388↑7%$65,823,766↑7%$1,414,390,401↑4%
2017$71,470,986↑14%$61,571,504↑7%$1,366,489,677↑5%
2016$62,652,523↑9%$57,682,415↑11%$1,303,547,575↑17%
2015$57,315,369↑8%$51,754,161↑11%$1,115,079,053↑9%
2014$52,874,273↓10%$46,783,632↓12%$1,020,561,637↑12%
2011$58,444,133$53,393,018$909,399,428

Frequently Asked Questions

What does Forum Credit Union do?▼

Forum Credit Union is a public & societal benefit nonprofit organization based in Indiana. It is classified under NTEE code W61 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Forum Credit Union financially healthy?▼

Based on our 9-metric Financial Health Score model, Forum Credit Union has a score of 68/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Forum Credit Union generate?▼

Forum Credit Union reports $144.7M in annual revenue and holds $2.2B in total assets, based on IRS filings.

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