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$121,977,66028%$96,142,70730%$2,061,308,4653%
2022$95,569,1103%$74,186,7559%$1,997,992,0086%
2021$93,129,0552%$68,230,81111%$1,879,317,91310%
2020$90,862,2818%$76,897,2554%$1,709,424,68815%
2019$84,015,2129%$74,283,71913%$1,488,919,5205%
2018$76,777,3887%$65,823,7667%$1,414,390,4014%
2017$71,470,98614%$61,571,5047%$1,366,489,6775%
2016$62,652,5239%$57,682,41511%$1,303,547,57517%
2015$57,315,3698%$51,754,16111%$1,115,079,0539%
2014$52,874,27310%$46,783,63212%$1,020,561,63712%
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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