credit union · NCUA 66798 · WI
How big is FORWARD FINANCIAL?
FORWARD FINANCIAL (WI, NCUA charter 66798) reported total assets of $85.9M, 7,832 members and a net worth ratio of 13.53% in its Call Report for 2026Q2. That ranks 1948 of 4,299 federally insured credit unions by assets, 128 of 573 among credit unions with $50m-$100m in assets, 54 of 98 credit unions in wisconsin.
What stands out
FORWARD FINANCIAL (WI, NCUA charter 66798) reported total assets of $85.9M, 7,832 members and a net worth ratio of 13.53% in its Call Report for 2026Q2. That ranks 1948 of 4,299 federally insured credit unions by assets, 128 of 573 among credit unions with $50m-$100m in assets, 54 of 98 credit unions in wisconsin. Against its size class: net worth ratio 13.53%, above the peer median of 12.95%; loan-to-share ratio 63.16%, above the peer median of 60.93%; return on assets 0.40%, below the peer median of 0.73%. At 13.53% its net worth ratio is above the 7% NCUA threshold, which puts it in the "well capitalised" band of prompt corrective action; the regulator applies further tests, this page does not.
Key figures, 2026Q2
As filed with the NCUA; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same quarter.
| Measure | 2026Q2 | Median, size class | Median, state | Median, all | Evidence |
|---|---|---|---|---|---|
| Total assets | $85.9M | $72.1M | $97.3M | $68.3M | record → |
| Shares and deposits | $73.5M | $61.4M | $82.9M | $58.3M | record → |
| Loans outstanding | $46.4M | $37.6M | $63.4M | $34.4M | record → |
| Net income (year to date) | $173.6k | $269.0k | $540.6k | $222.2k | record → |
| Net worth | $11.6M | $9.2M | $12.8M | $9.0M | record → |
| Net worth ratio | 13.53% | 12.95% | 11.95% | 12.65% | record → |
| Loan-to-share ratio | 63.16% | 60.93% | 83.64% | 68.70% | computed |
| Return on assets | 0.40% | 0.73% | 0.90% | 0.71% | computed |
| Members | 7,832 | 5,030 | 6,992 | 4,818 | record → |
Quarter by quarter
45 Call Reports on record, 2015Q2–2026Q2; the 40 most recent shown.
| Quarter | Total assets | Shares | Loans | Net income YTD | Net worth ratio | Members | Rank |
|---|---|---|---|---|---|---|---|
| 2026Q2 | $85.9M | $73.5M | $46.4M | $173.6k | 13.53% | 7,832 | 1948 |
| 2026Q1 | $85.1M | $72.7M | $45.2M | $93.2k | 13.56% | 7,880 | 1967 |
| 2025Q4 | $86.4M | $74.1M | $46.6M | $455.3k | 13.26% | 7,926 | 1953 |
| 2025Q3 | $83.5M | $71.2M | $48.6M | $369.6k | 13.61% | 7,959 | 1984 |
| 2025Q2 | $86.4M | $73.6M | $49.0M | $222.6k | 12.99% | 7,994 | 1959 |
| 2025Q1 | $86.3M | $73.9M | $49.2M | $85.8k | 12.84% | 8,051 | 1966 |
| 2024Q4 | $86.9M | $74.8M | $50.3M | $695.5k | 12.65% | 8,088 | 1945 |
| 2024Q3 | $88.5M | $76.2M | $50.8M | $535.2k | 12.24% | 8,128 | 1935 |
| 2024Q2 | $87.4M | $76.7M | $50.7M | $353.2k | 12.20% | 8,131 | 1949 |
| 2024Q1 | $87.1M | $76.6M | $51.2M | $151.1k | 12.13% | 8,163 | 1961 |
| 2023Q4 | $90.2M | $79.9M | $50.7M | $619.8k | 11.54% | 8,147 | 1920 |
| 2023Q3 | $88.4M | $78.7M | $50.3M | $412.2k | 11.59% | 8,182 | 1947 |
| 2023Q2 | $90.6M | $81.3M | $50.0M | $216.4k | 11.10% | 8,185 | 1931 |
| 2023Q1 | $93.7M | $84.4M | $49.6M | $80.6k | 10.58% | 8,201 | 1906 |
| 2022Q4 | $95.2M | $85.8M | $50.1M | $155.3k | 10.02% | 8,200 | 1873 |
| 2022Q3 | $94.7M | $85.8M | $49.5M | $117.8k | 10.03% | 8,242 | 1899 |
| 2022Q2 | $94.5M | $85.5M | $48.7M | $50.1k | 9.98% | 8,244 | 1889 |
| 2022Q1 | $94.9M | $85.6M | $48.4M | $1.7k | 9.88% | 8,248 | 1887 |
| 2021Q4 | $95.1M | $84.7M | $48.7M | $142.5k | 9.86% | 8,232 | 1867 |
| 2021Q3 | $93.5M | $83.4M | $48.2M | $79.2k | 9.97% | 8,245 | 1876 |
| 2021Q2 | $92.9M | $82.6M | $46.6M | $71.2k | 10.02% | 8,233 | 1885 |
| 2021Q1 | $91.2M | $81.0M | $46.4M | $20.0k | 10.15% | 8,267 | 1900 |
| 2020Q4 | $85.0M | $74.9M | $46.9M | $209.4k | 10.86% | 8,263 | 1923 |
| 2020Q3 | $83.9M | $73.8M | $47.9M | $117.7k | 10.90% | 8,311 | 1915 |
| 2020Q2 | $83.5M | $73.3M | $48.3M | $96.5k | 10.93% | 8,333 | 1909 |
| 2020Q1 | $75.4M | $65.9M | $49.0M | $44.0k | 12.02% | 8,350 | 1937 |
| 2019Q4 | $74.6M | $64.9M | $49.9M | $294.2k | 12.10% | 8,396 | 1928 |
| 2019Q3 | $74.0M | $64.2M | $51.0M | $227.9k | 12.10% | 8,435 | 1922 |
| 2019Q2 | $74.1M | $64.3M | $50.6M | $136.0k | 11.97% | 8,463 | 1925 |
| 2019Q1 | $73.3M | $63.6M | $50.0M | $39.5k | 11.96% | 8,463 | 1942 |
| 2018Q4 | $71.7M | $62.2M | $50.7M | $206.4k | 12.18% | 8,459 | 1939 |
| 2018Q3 | $72.0M | $62.1M | $50.6M | $187.0k | 12.10% | 8,427 | 1939 |
| 2018Q2 | $74.0M | $64.4M | $50.2M | $113.9k | 11.68% | 8,403 | 1921 |
| 2018Q1 | $74.1M | $64.4M | $49.6M | $55.7k | 11.58% | 8,337 | 1924 |
| 2017Q4 | $71.4M | $62.0M | $50.1M | $121.3k | 11.94% | 8,299 | 1944 |
| 2017Q3 | $71.5M | $62.2M | $49.7M | $119.2k | 11.92% | 8,299 | 1952 |
| 2017Q2 | $72.7M | $63.3M | $48.6M | $67.1k | 11.65% | 8,286 | 1943 |
| 2017Q1 | $74.0M | $64.6M | $48.5M | $18.0k | 11.38% | 8,294 | 1923 |
| 2016Q4 | $72.7M | $63.5M | $49.0M | $124.1k | 11.56% | 8,273 | 1917 |
| 2016Q3 | $71.7M | $62.6M | $49.5M | $90.6k | 11.67% | 8,250 | 1926 |
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