Max Credit Union
Max is a state-chartered community credit union serving approximately 126,000 members in the montgomery, alabama and surrounding areas.
Key facts about Max Credit Union
In short: Max Credit Union gave $40K across 4 grants in 2024 (avg $10K), mostly in Alabama. Source: 2024 IRS Form 990 filing.
- EIN
- 36-4618706
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $39,500
- Grants made (2024)
- 4
- Average grant
- $9,875
- Median grant
- $8,500
- Total assets
- $2,149,434,453
- Primary geography
- Alabama (100% of itemized 2024 grant dollars)
- Next open deadline
- September 30, 2026 (MAX4Kids Foundation Scholarship)
Data from IRS Form 990 filing, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 filing · 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
How Max Credit Union gives
- Giving grew 29% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
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.
Open Grants
1 open opportunity from Max Credit Union
Ready to take the next step with Max Credit Union?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2024 grant dollars.
States
Cities
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
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| RIVER REGION UNITED WAY Montgomery, AL | COMMUNITY GIVING | $16,500 |
| MONTGOMERY AREA CHAMBER OF COMMERCE Montgomery, AL | COMMUNITY GIVING | $10,000 |
| YMCA BROWN BAG BUS Montgomery, AL | COMMUNITY GIVING | $7,000 |
| STORYBROOK FARMS Opelika, AL | COMMUNITY GIVING | $6,000 |
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Max Credit Union is led by Martin E. Head, President & CEO on every filing since 2020; 14 of 25 officers listed in 2024 are compensated.
Officers on the 2024 filing
Martin E. Head
President & CEO
On filings since 2020
40 hrs/week
$504K (2020) → $663K (2024)
Martee Moseley
Market President
New on the 2024 filing
40 hrs/week
$273K (2024)
Barbara T. Starr
Chairman
On filings since 2020
1 hr/week
$1K (2021) → $0 (2024)
A. Kelli Wise
Director
On filings since 2020
1 hr/week
$2K (2022) → $0 (2024)
Carl L. Whatley Jr.
Director
On filings since 2020
1 hr/week
No compensation reported
Gary Tomlin
Director
On filings since 2020
1 hr/week
No compensation reported
Lloyd Woodman Jr.
Director
On filings since 2020
1 hr/week
No compensation reported
James Littlejohn
Director
On filings since 2022
1 hr/week
No compensation reported
Bea Forniss
Director
New on the 2024 filing
1 hr/week
No compensation reported
Edward Crowell
Director
New on the 2024 filing
1 hr/week
No compensation reported
Cheryl Payson
Chief Optns Excel Officer
Senior Vice President & Chief Support Officer → Chief Optns Excel Officer, 2023
On filings since 2020
40 hrs/week
$223K (2020) → $275K (2024)
K. Sue Jackson
Secretary
On filings since 2020
1 hr/week
$2K (2021) → $0 (2024)
Ken Peavy
Vice President Wealth Management
Financial Advisor → Vice President Wealth Management, 2022
On filings since 2020
40 hrs/week
$184K (2020) → $240K (2024)
Kenneth Hill
Vice President Mortgage Services
On filings since 2020
40 hrs/week
$270K (2020) → $203K (2024)
Ron Creel
Senior Vice President Business Services
On filings since 2020
40 hrs/week
$179K (2020) → $218K (2024)
Wendy Anderson
Chief Lending Officer
Assistant Vice President Consumer Underwriting → Chief Lending Officer, 2022
On filings since 2020
40 hrs/week
$157K (2020) → $231K (2024)
Sandra Branch
Chief Talent Officer
Svc Ctr Consultant III → Chief Talent Officer, 2022
On filings since 2021
40 hrs/week
$194K (2021) → $244K (2024)
Clinton Dale Watkins
Chief Information Officer
On filings since 2022
40 hrs/week
$214K (2022) → $261K (2024)
Timothy Marquardt
Chief Financial Officer
On filings since 2022
40 hrs/week
$279K (2022) → $308K (2024)
William Epperson
Chief Retail Officer
Senior Vice President Customer Experience → Chief Retail Officer, 2023
On filings since 2022
40 hrs/week
$177K (2022) → $229K (2024)
Lynette Cupps
Chief Growth Officer
On filings since 2023
40 hrs/week
$186K (2023) → $194K (2024)
Mike Hart
Executive Vice President Chief Operations Officer
On filings since 2023
40 hrs/week
$260K (2023) → $300K (2024)
Tara McDowell
Vice President Human Resources
New on the 2024 filing
40 hrs/week
$190K (2024)
James W. Solze Jr.
Treasurer
On filings since 2020
1 hr/week
No compensation reported
John Averrett
Vice Chair
On filings since 2020
1 hr/week
No compensation reported
Former officers (8)
- Former: Elizabeth Moseley (2022–2023) — Vice President Business Services
- Former: Sandra Downing (2023) — Wealth Advisor
- Former: Dg Markwell (2020–2022) — Chief Marketing Officer
- Former: Wayne Blackwell (2020–2022) — Senior Vice President & Chief Retail Officer
- Former: Bruce Chafin (2020–2021) — Senior Vice President Max Capital
- Former: Tim Marquardt (2020–2021) — Senior Vice President & CFO
- Former: Sandra Stenger (2020) — Svc Ctr Consultant III
- Former: Scott Lindley (2020) — Senior Vice President & CIO
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
Frequently asked questions about Max Credit Union
How much does Max Credit Union give each year?
Max Credit Union gave $40K across 4 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $36K across 4 grants.
What is Max Credit Union's typical grant size?
Max Credit Union's median grant in 2024 was $8,500, and its average grant was $9,875, across 4 grants on its 2024 IRS Form 990 filing.
Where does Max Credit Union give grants?
Max Credit Union gives mostly in Alabama: 100% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The most frequent recipient cities were Montgomery, AL (3 grants).
Does Max Credit Union give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Max Credit Union's 2024 IRS Form 990 filing were described as general or operating support. Recurring purposes include "Community Giving" (4 grants).
How large is Max Credit Union?
Max Credit Union reported $2.1B in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $123.8M.
What is Max Credit Union's EIN?
Max Credit Union's EIN (Employer Identification Number) is 36-4618706. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Max Credit Union by hand.
Explore Open Grants
Browse active grant opportunities in Max Credit Union's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Landa Fund
Montgomery, AL
The Landa Fund supports charitable organizations in areas including arts, education, community improvement, and family services, primarily in Alabama. Its 2024 grants ranged from $500 to $45,000, with a median of $2,750. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$1.8M
Grants
45
Total Given
$130K
John and Joyce Caddell Foundation
Montgomery, AL
The John and Joyce Caddell Foundation funds arts, education, humanitarian services, and other organizations that strengthen the Montgomery-area community, typically giving $10,000–$60,000, with a 2024 median of $20,000. It focuses on the Montgomery metropolitan area and accepts written applications; applicants are asked to contact Cathy L. Caddell, and there are no stated deadlines.
Assets
$15.1M
Grants
22
Total Given
$930K
Arthur M Britton Foundation Inc
Montgomery, AL
The foundation supports charitable, religious, educational, health, disability-service, and cultural organizations, primarily in Alabama. In 2025, its grants ranged from $50 to $52,450, with a median of $1,500. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$2.0M
Grants
41
Total Given
$160K
Alabama Power Foundation Inc
Birmingham, AL
The Alabama Power Foundation funds education, community development, arts and culture, health and human services, and environmental projects in Alabama communities within Alabama Power’s service territory. Its 2024 grants ranged from $100 to $500,000, with a median of $2,500; it offers online grant application cycles, but whether it accepts unsolicited requests is not stated.
Assets
$117.9M
Grants
1,240
Total Given
$16.2M
Crum Family Charitable Foundation
Montgomery, AL
The Crum Family Charitable Foundation supports U.S. organizations, primarily in Alabama, across areas including churches, education, disaster relief, preschool education, and the arts. Its 2025 grants ranged from $50 to $63,000, with a median of $1,000. It accepts requests without a set form; applicants may contact Gert Crum with the amount requested and proposed use.
Assets
$1.6M
Grants
47
Total Given
$175K
Gordy-Mead-Britton Foundation
Montgomery, AL
The Gordy-Mead-Britton Foundation supports Alabama organizations in education, theater, higher education, youth services, and human services. In 2025, its 47 grants ranged from $500 to $18,000, with a median grant of $1,200. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$1.4M
Grants
47
Total Given
$97K
Central Alabama Community Foundation
Montgomery, AL
Central Alabama Community Foundation supports tax-exempt organizations working in education, health, human services, arts, recreation, historic preservation, and other civic areas, with Community Trust Grants focused on quality of life in Lowndes, Macon, and Montgomery counties. Its 2024 grants had a median of $9,620; Community Trust awards are typically $5,000–$25,000, and the Give Smart Montgomery Fund offers up to $5,000. It accepts online applications for these programs, including rolling applications for Give Smart Montgomery.
Assets
$106.8M
Grants
59
Total Given
$8.5M
Tatajado Fund
Montgomery, AL
Assets
$1.8M
Grants
8
Total Given
$120K
The J K Lowder Family Foundation
Montgomery, AL
The J K Lowder Family Foundation supports performing arts, education, community services, and cultural organizations, primarily in Alabama, with some grants elsewhere. Its 2024 grants ranged from $500 to $300,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$18.9M
Grants
47
Total Given
$1.4M
The S Adam Schloss Foundation Inc
Pike Road, AL
The S Adam Schloss Foundation supports charitable organizations in the arts, community services, food assistance, health, and homelessness services, with most grants going to Alabama organizations. Recent grants ranged from $55 to $25,000, with a median of $2,000 in 2025. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$4.2M
Grants
50
Total Given
$248K
Loeb Family Foundation Inc
Montgomery, AL
The Loeb Family Foundation supports religious, educational, cultural, and humanitarian organizations, with 2025 grants typically around $2,500 (ranging from $500 to $27,010). Its giving went mainly to organizations in Alabama, California, Georgia, New York, and Louisiana. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$6.0M
Grants
60
Total Given
$312K
Alfa Foundation
Montgomery, AL
ALFA Foundation funds a varied mix of Alabama organizations, including work in agriculture, arts and education, health, and community services; it also runs scholarships for eligible Alabama students. Its 2025 grants ranged from $250 to $944,500, with a median of $5,000, and 91% of grant dollars went to Alabama recipients. The available information does not state whether it accepts unsolicited requests.
Assets
$30.7M
Grants
93
Total Given
$1.7M
More Funders in Alabama
Max Credit Union down — hundreds of funders to go?