Max Credit Union
Max is a state-chartered community credit union serving approximately 126,000 members in the montgomery, Alabama and surrounding areas.
Max Credit Union at a glance
In short: Max Credit Union gave $40K across 4 grants in 2024 (avg $10K), mostly in Alabama. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $39,500
- +9.7% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $9,875
- +9.7% vs 2023
- Median grant
- $8,500
- Total assets
- $2,149,434,453
- +3.3% vs 2023
- Primary geography
- Alabama (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Max Credit Union funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was River Region United Way ($17K). Together the top 4 received $40K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How Max Credit Union gives
- Giving grew 29% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $25K (2022) to $40K (2024). In 2024 it made 4 grants totaling $40K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,149,434,453 | $123,834,123 | $100,536,448 | $39,500 | 4 | $24,911,175 |
| 2023 | $2,080,252,064 | $110,340,417 | $84,301,649 | $36,000 | 4 | $27,609,427 |
| 2022 | $1,964,438,398 | $81,267,225 | $62,954,777 | $25,000 | 2 | $12,398,559 |
| 2021 | $2,021,706,470 | $76,797,432 | $60,006,358 | $30,550 | 3 | $8,493,000 |
| 2020 | $1,769,448,467 | $78,182,943 | $67,246,495 | $37,000 | 4 | $9,373,983 |
About Max Credit Union
Based on IRS filings
Max Credit Union is a public charity, 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.
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
The highest reported compensation on the 2024 filing was $663K, to Martin E Head (President/CEO). 14 officers or directors reported compensation on that 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. 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.
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 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 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. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 8, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 17, 2025)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 13, 2025)
- IRS filings on file for fiscal years 2020–2024
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