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.
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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
Among its reported 2024 grants, the largest include River Region United Way ($16,500), Montgomery Area Chamber of Commerce ($10,000), Ymca Brown Bag Bus ($7,000).
| 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 |
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 |
Frequently Asked Questions
How large is Max Credit Union?
As of 2024, Max Credit Union holds $2.1B in total assets with $123.8M in annual revenue. It awarded 4 grants totaling $40K in 2024.
Where does Max Credit Union operate?
Max Credit Union has awarded grants in Alabama.
What size grants does Max Credit Union award?
In 2024, Max Credit Union awarded 4 grants totaling $40K — an average of about $10K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Max Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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