Max Credit Union
MAX IS A STATE-CHARTERED COMMUNITY CREDIT UNION SERVING APPROXIMATELY 126,000 MEMBERS IN THE MONTGOMERY, ALABAMA AND SURROUNDING AREAS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1B
+3.3% YoY
Annual Giving
$40K
+9.7% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$10K
+9.7% YoY
About Max Credit Union
Based on IRS filings
Max Credit Union is a nonprofit organization, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1B in total assets. In 2024, it awarded 4 grants totaling $40K. Net investment income was $24.9M.
Ready to take the next step with Max Credit Union?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,149,434,453 | $2,080,252,064 | $1,964,438,398 |
| Revenue | $123,834,123 | $110,340,417 | $81,267,225 |
| Expenses | $100,536,448 | $84,301,649 | $62,954,777 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $24,911,175 | $27,609,427 | $12,398,559 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
17 grants across all recorded years
Open Grants
1 open opportunity from Max Credit Union
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| A KELLI WISE | DIRECTOR | 1 | — |
| K SUE JACKSON | SECRETARY | 1 | — |
| BARBARA T STARR | CHAIRMAN | 1 | — |
| JAMES W SOLZE JR | TREASURER | 1 | — |
| JOHN AVERRETT | VICE-CHAIR | 1 | — |
| LLOYD WOODMAN JR | DIRECTOR | 1 | — |
| CARL WHATLEY | DIRECTOR | 1 | — |
| GARY TOMLIN | DIRECTOR | 1 | — |
| JAMES LITTLEJOHN | DIRECTOR | 1 | — |
| BEA FORNISS | DIRECTOR | 1 | — |
| EDWARD CROWELL | DIRECTOR | 1 | — |
| MARTIN E HEAD | PRESIDENT/CEO | 40 | $662,803 |
| TIMOTHY MARQUARDT | CHIEF FINANCIAL OFFICER | 40 | $308,014 |
| MIKE HART | EVP CHIEF OPERATIONS OFFICER | 40 | $300,185 |
| LYNETTE CUPPS | CHIEF GROWTH OFFICER | 40 | $193,901 |
| CLINTON DALE WATKINS | CHIEF INFORMATION OFFICER | 40 | $260,944 |
| CHERYL PAYSON | CHIEF OPTNS EXCEL OFFICER | 40 | $274,621 |
| SANDRA BRANCH | CHIEF TALENT OFFICER | 40 | $244,207 |
| WENDY ANDERSON | CHIEF LENDING OFFICER | 40 | $230,704 |
| WILLIAM EPPERSON | CHIEF RETAIL OFFICER | 40 | $228,900 |
| RON CREEL | SVP BUSINESS SERVICES | 40 | $218,435 |
| KEN PEAVY | VP WEALTH MANAGEMENT | 40 | $239,896 |
| MARTEE MOSELEY | MARKET PRESIDENT | 40 | $272,813 |
| KENNETH HILL | VP MORTGAGE SERVICES | 40 | $203,053 |
| TARA MCDOWELL | VP HUMAN RESOURCES | 40 | $189,570 |
Related Funders
Similar funders by location and focus area
The Foundation of Marshall Medical
GUNTERSVILLE, AL
Assets
$2.7M
Grants
1
Total Given
$225K
Gamma Theta Educational Foundation Inc
TUSCALOOSA, AL
Assets
—
Grants
0
Total Given
—
The Starfish Project
HOOVER, AL
Assets
$2K
Grants
0
Total Given
—
Michael Nix Arts Scholarship a Non Profit Corp
LEXINGTON, AL
Assets
$461
Grants
0
Total Given
—
Raquib Family Waqf Foundation
BIRMINGHAM, AL
Assets
$759K
Grants
1
Total Given
$86K
A Hays Zieman & Christine B Zieman
MOBILE, AL
Assets
$1.0M
Grants
10
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Max Credit Union on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities