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Forrit Credit Union

  • Clackamas, OR
  • Tax-exempt since Oct. 1944
  • EIN: 93-0256538

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$4.55M (2023)

Expenses
$4.33M (2023)

Total Assets
$99M (2023)

Total Liabilities
$693k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,552,072
Expenses
$4,328,101
Net Income
$223,971
Net Assets
$98,257,371
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,732,737
82.0%
Investment Income $819,335
18.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $656,056
15.2%
Professional Fundraising Fees $0
Other Salaries and Wages $855,435
19.8%
Assets/Debt
Total Assets $98,950,614
Total Liabilities $693,243
Net Assets $98,257,371
Compensation
Key Employees and Officers Compensation Related Other
Justin Olson (Ceo/President) $160,324 $0 $0
Wendy Russell (Director Of Finance) $111,913 $0 $0
Andrew Ackman (Director Of It) $106,148 $0 $0
Cindy Packard (Director Of Member Services) $104,947 $0 $0
Yuki Lam (Director Of Marketing) $86,632 $0 $0
Sarah Buck (Director Of Experience) $86,092 $0 $0
+ View more people

Document Links

990
Filed on May 2, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,668,740
Expenses
$3,773,118
Net Income
-$104,378
Net Assets
$101,628,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,387,718
92.3%
Investment Income $281,022
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $493,606
13.1%
Professional Fundraising Fees $0
Other Salaries and Wages $830,196
22.0%
Assets/Debt
Total Assets $102,177,265
Total Liabilities $548,644
Net Assets $101,628,621
Compensation
Key Employees and Officers Compensation Related Other
Justin Olson (Ceo/President) $128,058 $0 $0
Andrew Ackman (Director Of It) $95,176 $0 $0
C Indy Packard (Director Of Member Services) $93,068 $0 $0
Wendy Russell (Director Of Finance) $92,900 $0 $0
Sarah Buck (Director Of Experience) $84,404 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,304,560
Expenses
$3,106,641
Net Income
$197,919
Net Assets
$104,815,482
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,067,486
92.8%
Investment Income $237,074
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $177,462
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $924,921
29.8%
Assets/Debt
Total Assets $105,147,440
Total Liabilities $331,958
Net Assets $104,815,482
Compensation
Key Employees and Officers Compensation Related Other
Justin Olson (Ceo/President) $134,059 $0 $0
Kathleen Scholes (Vice President/Cfo) $40,403 $0 $0
William Kirchner (Board Chair) $0 $0 $0
Lorene Bay (Board 1st Vice Chair) $0 $0 $0
Barbara Kveton (Board 2nd Vice Chair) $0 $0 $0
Lynn Voigt (Board Secretary) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
Michael Mouzong (Board Member) $0 $0 $0
Nick Quinata (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,459,575
Expenses
$3,063,285
Net Income
$396,290
Net Assets
$95,106,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,796,527
80.8%
Investment Income $663,048
19.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $598,088
19.5%
Professional Fundraising Fees $0
Other Salaries and Wages $426,444
13.9%
Assets/Debt
Total Assets $95,505,501
Total Liabilities $399,199
Net Assets $95,106,302
Compensation
Key Employees and Officers Compensation Related Other
James Lumpkin (Ceo/President) $377,229 $0 $0
Kathleen Scholes (Vice President/Cfo) $115,157 $0 $0
Justin Olson (Ceo/President) $105,702 $0 $0
William Kirchner (Board Chair) $0 $0 $0
Lorene Bay (Board 1st Vice Chair) $0 $0 $0
Barbara Kveton (Board 2nd Vice Chair) $0 $0 $0
Lynn Voigt (Board Secretary) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
Michael Mouzong (Board Member) $0 $0 $0
Nick Quinata (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on April 22, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,882,118
Expenses
$3,292,950
Net Income
$589,168
Net Assets
$84,358,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,955,703
76.1%
Investment Income $926,415
23.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $293,159
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $987,570
30.0%
Assets/Debt
Total Assets $85,103,643
Total Liabilities $745,363
Net Assets $84,358,280
Compensation
Key Employees and Officers Compensation Related Other
James Lumpkin (President/Ceo) $191,225 $0 $0
Kathleen Scholes (Vice President/Cfo) $101,934 $0 $0
Jeff Griese (Board 1st Vice Chair) $0 $0 $0
Barbara Kveton (Board 2nd Vice Chair) $0 $0 $0
William Kirchner (Board Chair) $0 $0 $0
Lynn Voigt (Board Secretary) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
Richard Bishop (Board Member) $0 $0 $0
Lorene Bay (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,613,816
Expenses
$2,787,685
Net Income
$826,131
Net Assets
$87,734,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,008,424
83.2%
Investment Income $605,392
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $234,646
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $717,662
25.7%
Assets/Debt
Total Assets $88,297,148
Total Liabilities $562,352
Net Assets $87,734,796
Compensation
Key Employees and Officers Compensation Related Other
James Lumpkin (President/Ceo) $131,044 $0 $0
Kathleen Scholes (Vice President/Cfo) $103,602 $0 $0
Jeff Griese (Board Chair) $0 $0 $0
Barbara Kveton (Board 1st Vice Chair) $0 $0 $0
William Kirchner (Board 2nd Vice Chair) $0 $0 $0
Lynn Voigt (Secretary) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
Richard Bishop (Board Member) $0 $0 $0
Lorene Bay (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on March 27, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,181,844
Expenses
$2,789,166
Net Income
$392,678
Net Assets
$87,078,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,799,387
88.0%
Investment Income $382,173
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $284
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $324,438
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $735,987
26.4%
Assets/Debt
Total Assets $87,629,683
Total Liabilities $551,515
Net Assets $87,078,168
Compensation
Key Employees and Officers Compensation Related Other
James Lumpkin (President/Ceo) $126,297 $0 $0
Kathleen Scholes (Vice President/Cfo) $100,736 $0 $0
Steven Raymond (Vice President Residential Lending) $97,404 $0 $0
Jeff Griese (Board Chair) $0 $0 $0
William Kirchner (Board 1st Vice Chair) $0 $0 $0
Barbara Kveton (Board 2nd Vice Chair) $0 $0 $0
Randy Horn (Secretary) $0 $0 $0
Lynn Voigt (Board Member) $0 $0 $0
Carol Leiter (Board Member) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,030,018
Expenses
$2,735,732
Net Income
$294,286
Net Assets
$85,074,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,666,463
88.0%
Investment Income $365,471
12.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,916
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $317,673
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $721,538
26.4%
Assets/Debt
Total Assets $85,499,014
Total Liabilities $424,108
Net Assets $85,074,906
Compensation
Key Employees and Officers Compensation Related Other
James Lumpkin (President/Ceo) $119,327 $0 $0
Steven Raymond (Vice President Residential Lending) $99,468 $0 $0
Kathleen Scholes (Vice President/Cfo) $98,878 $0 $0
William Kirchner (Board Chair) $0 $0 $0
Carol Leiter (Board Secretary) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
Barbara Kveton (Board Member) $0 $0 $0
Randy Horn (Board Member) $0 $0 $0
Lynn Voigt (Board 2nd Vice Chair) $0 $0 $0
Jeff Griese (Board 1st Vice Chair) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,969,193
Expenses
$2,689,858
Net Income
$279,335
Net Assets
$80,331,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,661,571
89.6%
Investment Income $307,622
10.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $321,261
11.9%
Professional Fundraising Fees $0
Other Salaries and Wages $685,607
25.5%
Assets/Debt
Total Assets $80,796,873
Total Liabilities $464,981
Net Assets $80,331,892
Compensation
Key Employees and Officers Compensation Related Other
James Lumpkin (President/Ceo) $119,813 $0 $0
Steven Raymond (Vice President Residential Lending) $105,349 $0 $0
Kathleen Scholes (Vice President/Cfo) $96,099 $0 $0
William Kirchner (Board Chair) $0 $0 $0
Steven Terreault (Board 1st Vice Chair) $0 $0 $0
Jeff Griese (Board 2nd Vice Chair) $0 $0 $0
Carol Leiter (Board Secretary) $0 $0 $0
Brian Mc Connell (Board Member) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
Barbara Kveton (Board Member) $0 $0 $0
Randy Horn (Board Member) $0 $0 $0
Lynn Voigt (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,825,457
Expenses
$2,542,302
Net Income
$283,155
Net Assets
$75,574,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,508,662
88.8%
Investment Income $269,540
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,255
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $308,435
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $671,176
26.4%
Assets/Debt
Total Assets $75,974,448
Total Liabilities $399,864
Net Assets $75,574,584
Compensation
Key Employees and Officers Compensation Related Other
James Lumpkin (Presidentceo) $113,488 $0 $0
Steven Raymond (Vice President Residential Lending) $105,547 $0 $0
Kathleen Scholes (Vice Presidentcfo) $89,400 $0 $0
William Kirchner (Board Chair) $0 $0 $0
Steven Terreault (Board Vice Chair) $0 $0 $0
Lynn Voigt (Board Vice Chair) $0 $0 $0
Carol Leiter (Board Secretary) $0 $0 $0
Brian Mcconnell (Board Member) $0 $0 $0
John Quinata (Board Member) $0 $0 $0
Jeff Griese (Board Member) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
Barbara Kveton (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,831,164
Expenses
$2,500,356
Net Income
$330,808
Net Assets
$72,404,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,556,640
90.3%
Investment Income $274,524
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $241,375
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $640,606
25.6%
Assets/Debt
Total Assets $72,771,546
Total Liabilities $367,355
Net Assets $72,404,191
Compensation
Key Employees and Officers Compensation Related Other
Steven Raymond (Vice President Residential Lending) $86,648 $0 $0
James Lumpkin (Presidentceo) $81,463 $0 $0
Kathleen Scholes (Vice Presidentcfo) $73,264 $0 $0
William Kirchner (Board Chair) $0 $0 $0
Steven Terreault (Board Vice Chair) $0 $0 $0
Lynn Voigt (Board Vice Chair) $0 $0 $0
Carol Leiter (Board Secretary) $0 $0 $0
Brian Mcconnell (Board Member) $0 $0 $0
John Quinata (Board Member) $0 $0 $0
Jeff Griese (Board Member) $0 $0 $0
John Ferrise (Board Member) $0 $0 $0
Patricia Hyatt (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,936,349
Expenses
$2,425,642
Net Income
$510,707
Net Assets
$69,553,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,622,543
89.3%
Investment Income $313,806
10.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $247,041
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $603,883
24.9%
Assets/Debt
Total Assets $70,001,796
Total Liabilities $447,889
Net Assets $69,553,907

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,905,227
Expenses
$2,575,951
Net Income
$329,276
Net Assets
$67,999,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,458,159
84.6%
Investment Income $447,068
15.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $249,414
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $557,634
21.6%
Assets/Debt
Total Assets $68,322,245
Total Liabilities $322,459
Net Assets $67,999,786

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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