Organizations Filed Purposes:
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'S MISSION IS TO BE AN INNOVATIVE, DYNAMIC, RESPONSIVE FINANCIAL SERVICES ORGANIZATION THAT PROVIDES PRODUCTS AND SERVICES THAT CREATE VALUE FOR ITS MEMBERS.
PROVIDING LOW COST CREDIT FOR MEMBERS IS THE BASIC FUNCTION OF A CREDIT UNION. THE COOPERATIVE NATURE OF THE CREDIT UNION ALLOWS FOR MARKET LENDING RATES TO BE OFFERED FOR MORTGAGE LOANS, HOME EQUITY LOANS AND PERSONAL LOANS. IN ADDITION, FORUM WORKS CLOSELY WITH THE FHA AND OTHER HOME OWNERSHIP ORGANIZATIONS TO HELP CONSUMERS REALIZE THE DREAM OF OWNING A HOME. FORUM ORIGINATED OVER $774 MILLION IN LOANS THIS YEAR IN ITS EFFORTS TO MEET THE MEMBERS' LENDING NEEDS.
TO PROMOTE THRIFT AND RESPONSIBLE USE OF CREDIT WITHIN THE MEMBERSHIP, FORUM PROVIDES SEVERAL FINANCIAL EDUCATION OPPORTUNITIES INCLUDING FINANCIAL LITERACY CONTENT ON THE WEBSITE, FINANCIAL LITERACY VIDEOS, FINANCIAL SEMINARS, ONLINE BUDGETING TOOLS, IN BRANCH ACTIVITIES AND PROMOTIONS GEARED TO FINANCIAL EDUCATION. IN ADDITION, FORUM PROVIDES A VARIETY OF INNOVATIVE SAVINGS ACCOUNTS DESIGNED TO ENCOURAGE SYSTEMATIC SAVINGS WHICH HAS GENERATED OVER $19 MILLION IN PERSONAL SAVINGS.
FORUM PROVIDES LENDING AND DEPOSITORY SERVICES FOR SMALL BUSINESS OWNERS. FORUM OFFERS SEVERAL TYPES OF COMMERCIAL LOANS INCLUDING SEVERAL OF THE SMALL BUSINESS ADMINISTRATION (SBA) LOANS TO HELP SMALL BUSINESS OWNERS GROW THEIR BUSINESSES. MOST PROMINENT IS THE SBA 504 PROGRAM WHICH IS DESIGNED TO HELP SMALL BUSINESS OWNERS PURCHASE REAL ESTATE FOR THEIR BUSINESS ACTIVITIES. FORUM CURRENTLY WORKS WITH OVER 3,350 SMALL BUSINESS OWNERS PROVIDING A VARIETY OF PRODUCTS AND SERVICES.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Douglas True | CHIEF EXECUTIVE OFFICER | 40 | $907,626 |
| Jennifer Budreau | CHIEF OPERATING OFFICER | 40 | $703,154 |
| Benjamen Banks | FINANCIAL ADVISOR- PCG | 40 | $353,614 |
| Michael Peterson | FORMER KEY EMPLOYEE | 0 | $314,808 |
| Michelle Adrian | MORTGAGE ORIGINATOR | 40 | $296,016 |
| Charles Andrew Mattingly | CHIEF OPERATING OFFICER | 40 | $252,891 |
| Jeffry Welch | CHIEF FINANCIAL OFFICER | 40 | $250,565 |
| Cameron Piercefield | CHIEF TECHNOLOGY AND RISK OFFICER | 40 | $248,032 |
| Jim Carr | VICE PRESIDENT- COMMERCIAL GROUP | 40 | $233,318 |
| Tammy Marrs | FINANCIAL ADVISOR- PCG | 40 | $227,843 |
| Russell Wagoner | MORTGAGE ORIGINATOR | 40 | $207,711 |
| John Dierdorf | CHAIRMAN (ENDED FEBRUARY 2019) | 5 | $7,500 |
| John Gallina | DIRECTOR | 5 | $1,297 |
| Jodee Curtis | DIRECTOR | 5 | $929 |
| Kelly Wilson | DIRECTOR | 5 | $921 |
| Max Fall | DIRECTOR | 5 | $881 |
| Rick Rambo | TREASURER | 5 | $880 |
| Lori Winkler | DIRECTOR | 5 | $843 |
| Chris Hagenow | SECRETARY | 5 | $798 |
| Kevin Hunt | CHAIRMAN | 5 | $798 |
| Doreen Long | DIRECTOR | 5 | $0 |
| Donna Wilkinson | DIRECTOR | 5 | $0 |
| Tracy Mills | VICE CHAIRMAN | 5 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202043179349303374_public.xml