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Person · officer / director

Jeffry Welch

Chief Financial Officer · Forum Credit Union

Chief Financial Officer at Forum Credit Union. Listed as an officer, director, or key employee across 2 organizations on the Form 990 record.

Organizations
2
Roles reported
2
Reported compensation
$406K

Who this is

Profile

Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

✓ Verified from filings
●
Reported as Chief Financial Officer of Forum Credit Union, based in Indianapolis, IN.
●
Received $406K in total reported compensation on the most recent Form 990 (Part VII).
●
Also listed as Treasurer of Forum Credit Union Foundation INC, uncompensated.
Facts extracted directly from each organization's Form 990, Part VII.
Biography Web-sourced

Jeffry Welch is Chief Financial Officer at FORUM Credit Union in Indianapolis, where he has served since 2011 driving significant organizational growth. Under his financial stewardship, membership has grown 29% to 30,300 members and assets have grown 43% to $396 million.

He was named 2017 CFO of the Year and 2018 OneZone Board Chair.

Compiled from public web sources (4 cited), grounded to the filed record.

Track record

Career & tenure

Real tenure, career, and education — from public web sources, what you need to vet a founder or leader beyond the filing window.

Tenure here
Since 2011
Education
  • Anderson University

Affiliations

Organizations

Linked as the same person by IRS Schedule R, a shared officer mailing address, or shared fellow board members.

Forum Credit Union Chief Financial Officer · $144.7M revenue · Indianapolis, INFORUM CREDIT UNION'S MISSION IS TO BE AN INNOVATIVE, DYNAMIC, RESPONSIVE FINANCIAL SERVICES ORGANIZATION THAT PROVIDES PRODUCTS AND SERVICES THAT…pay $272K → $406KFiled FY2024, FY2023, FY2022, FY2021, FY2020 · Source: Form 990, Part VII
$406Kreported comp
Forum Credit Union Foundation INC Treasurer · $186K revenue · Fishers, INFiled FY2024, FY2023, FY2021 · Source: Form 990, Part VII

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

D
Chief Executive Officer · FY2024
$730K
B
Financial Advisor- Pcg · FY2024
$410K
J
Chief Operating Officer · FY2024
$382K
C
Chief Technology and Risk Officer · FY2024
$364K
C
Chief Operating Officer · FY2024
$356K
J
Mortgage Originator · FY2020
$347K
W
Mortgage Originator · FY2021
$342K
J
Senior Vice President - Commercial & Investment Services · FY2024
$311K
T
Financial Advisor · FY2024
$309K
R
Mortgage Originator · FY2021
$307K
M
Mortgage Originator · FY2023
$288K
A
Chief Member Experience Officer · FY2024
$281K

Network

Recommendations

Written by other verified members of the network — visible once you're a verified person yourself.

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Public data from IRS Form 990 e-file & the Business Master File. Individuals appear here because they were named as an officer, director, or key employee on a nonprofit's Form 990; people are grouped by name plus corroborating evidence (Schedule R, shared address, shared board members). · philanthropy.org