| Credit Union Charter #66798

Forward Financial

Wisconsin JSON

Institution Profile

Address: 1250 ROOSEVELT NIAGARA, WI 54151

(715) 251-4546

Website:

Visit Website →

NCUA Profile:

View on NCUA →

Charter Date:

9/8/1948

Charter Type:

State

Branches:

4

Branches by Region
WI 3 MI 1

Financial Overview

Total Assets
$86.36M
Total Deposits
$74.06M
Total Loans
$46.60M
Members
7,926
Employees
33 31 Full-time / 2 Part-time
Allowance for Loan Losses
$365,679

Performance Ratios

Net Worth Ratio
13.26%
Loan-to-Deposit Ratio
62.93%
Coverage Ratio
0.78% Allowance / Total Loans

Assets, Loans & Deposits Over Time

Assets, Loans & Deposits Over Time

Total Assets: +14.47% Total Deposits: +12.42% Total Loans: -4.81% since 2020 Q1

Member Growth

Member Growth

Members: -5.08% since 2020 Q1

Employee Growth

Employee Growth

Employees: -2.94% since 2020 Q1

Loan Originations

New loans granted per quarter (calculated from YTD figures)

Loans This Year (YTD)
631
Amount This Year (YTD)
$12.61M

Number of Loans per Quarter

Loans Granted: -49.79% since 2020 Q1

Loan Amount per Quarter

Amount Granted: -23.48% since 2020 Q1

Loan Portfolio Breakdown

Current outstanding balances by loan type

1st Mortgages
$24.65M 52.9%
Used Vehicle
$11.20M 24.0%
Other Secured
$4.32M 9.3%
New Vehicle
$2.84M 6.1%
Other Unsecured
$1.67M 3.6%
CRE: Owner-Occupied
$905,595 1.9%
Credit Card
$890,036 1.9%
Commercial & Industrial
$116,486 0.2%
HELOCs
$12,616 0.0%

Portfolio Distribution

Historical Data Table

QuarterMembersTotal AssetsTotal DepositsTotal LoansEmployees
2025 Q4 7,926 $86.36M $74.06M $46.60M 33
2025 Q3 7,959 $83.53M $71.20M $48.57M 33
2025 Q2 7,994 $86.37M $73.61M $48.96M 33
2025 Q1 8,051 $86.33M $73.87M $49.16M 32
2024 Q4 8,088 $86.94M $74.84M $50.27M 32
2024 Q3 8,128 $88.55M $76.20M $50.79M 32
2024 Q2 8,131 $87.38M $76.73M $50.70M 33
2024 Q1 8,163 $87.07M $76.62M $51.18M 34
2023 Q4 8,147 $90.20M $79.90M $50.71M 34
2023 Q3 8,182 $88.41M $78.70M $50.31M 32
2023 Q2 8,185 $90.60M $81.32M $50.03M 30
2023 Q1 8,201 $93.70M $84.39M $49.59M 33
2022 Q4 8,200 $95.18M $85.80M $50.10M 29
2022 Q3 8,242 $94.67M $85.76M $49.48M 30
2022 Q2 8,244 $94.49M $85.47M $48.74M 33
2022 Q1 8,248 $94.94M $85.55M $48.38M 33
2021 Q4 8,232 $95.11M $84.72M $48.66M 28
2021 Q3 8,245 $93.47M $83.38M $48.18M 33
2021 Q2 8,233 $92.88M $82.62M $46.64M 31
2021 Q1 8,267 $91.16M $81.01M $46.40M 31
2020 Q4 8,263 $85.02M $74.88M $46.87M 30
2020 Q3 8,311 $83.87M $73.77M $47.91M 34
2020 Q2 8,333 $83.47M $73.32M $48.33M 32
2020 Q1 8,350 $75.44M $65.88M $48.96M 34

Interest Rates

Current average rates by loan type

New Vehicle
5.44%
Used Vehicle
6.27%
1st Mortgage (Fixed)
5.21%
HELOC
7.25%
Credit Card
11.99%
Other Unsecured
10.98%