Civic Intelligence

Max Credit Union

990 • Fiscal year 2014 • EIN 36-4618706

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 23, 2015

Organization ProfileWWW.MYMAX.COM

View Organization Page

400 Eastdale CircleMontgomery, AL 36117

(800) 776-6776

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.86x

Higher debt load relative to assets than 7% of similar nonprofits.

2014 filings • 501(c)14 • $1B+ nonprofits • Source year 2014

Liabilities / Revenue

15th percentile

16.22x

Higher debt load relative to revenue than 15% of similar nonprofits.

2014 filings • 501(c)14 • $1B+ nonprofits • Source year 2014

Net Margin

38th percentile

19%

Higher net margin than 38% of similar nonprofits.

2014 filings • 501(c)14 • $1B+ nonprofits • Source year 2014

Top Officer Pay

10th percentile

$429,775

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • 501(c)14 • $1B+ nonprofits • Source year 2014

Asset Growth

39th percentile

5.5%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

4.6%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$1,092,065,087

Up $57,132,924 (+5.5%) from 2013

Net Assets

Up

$157,091,576

Up $14,945,310 (+11%) from 2013

Liabilities

Up

$934,973,511

Up $42,187,614 (+4.7%) from 2013

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin38th percentile

Revenue

Up

$57,625,876

Up $2,509,492 (+4.6%) from 2013

Expenses

Down

$46,902,404

Down $1,273,198 (-2.6%) from 2013

Net Income

Up

$10,723,472

Up $3,782,690 (+54%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2010: $861,760,671Liabilities 2010: $738,242,591Net Assets 2010: $123,518,0802010Assets 2011: $913,542,767Liabilities 2011: $782,791,202Net Assets 2011: $130,751,5652011Assets 2012: $981,295,811Liabilities 2012: $838,849,330Net Assets 2012: $142,446,4812012Assets 2013: $1,034,932,163Liabilities 2013: $892,785,897Net Assets 2013: $142,146,2662013Assets 2014: $1,092,065,087Liabilities 2014: $934,973,511Net Assets 2014: $157,091,5762014Assets 2015: $1,178,199,681Liabilities 2015: $1,014,920,229Net Assets 2015: $163,279,4522015Assets 2016: $1,242,870,839Liabilities 2016: $1,072,629,833Net Assets 2016: $170,241,0062016Assets 2017: $1,315,416,754Liabilities 2017: $1,137,497,319Net Assets 2017: $177,919,4352017Assets 2018: $1,365,063,060Liabilities 2018: $1,178,204,202Net Assets 2018: $186,858,8582018Assets 2019: $1,460,586,194Liabilities 2019: $1,255,813,087Net Assets 2019: $204,773,1072019Assets 2020: $1,769,448,467Liabilities 2020: $1,547,841,679Net Assets 2020: $221,606,7882020Assets 2021: $2,021,706,470Liabilities 2021: $1,803,794,703Net Assets 2021: $217,911,7672021Assets 2022: $1,964,438,398Liabilities 2022: $1,824,298,110Net Assets 2022: $140,140,2882022Assets 2024: $2,149,434,453Liabilities 2024: $1,940,079,500Net Assets 2024: $209,354,9532024

Highlighted filing

2014

Assets$1,092,065,087
Liabilities$934,973,511
Net Assets$157,091,576
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0Expenses 2010: $43,063,6932010Expenses 2011: $40,411,7782011Expenses 2012: $43,034,6802012Revenue 2013: $55,116,384Expenses 2013: $48,175,602Net Income 2013: $6,940,7822013Revenue 2014: $57,625,876Expenses 2014: $46,902,404Net Income 2014: $10,723,4722014Revenue 2015: $59,535,668Expenses 2015: $50,831,569Net Income 2015: $8,704,0992015Revenue 2016: $61,073,107Expenses 2016: $52,920,659Net Income 2016: $8,152,4482016Revenue 2017: $63,858,807Expenses 2017: $54,547,429Net Income 2017: $9,311,3782017Revenue 2018: $69,231,901Expenses 2018: $58,628,214Net Income 2018: $10,603,6872018Revenue 2019: $74,745,325Expenses 2019: $63,321,492Net Income 2019: $11,423,8332019Revenue 2020: $78,182,943Expenses 2020: $67,246,495Net Income 2020: $10,936,4482020Revenue 2021: $76,797,432Expenses 2021: $60,006,358Net Income 2021: $16,791,0742021Revenue 2022: $81,267,225Expenses 2022: $62,954,777Net Income 2022: $18,312,4482022Revenue 2024: $123,834,123Expenses 2024: $100,536,448Net Income 2024: $23,297,6752024

Highlighted filing

2014

Revenue$57,625,876
Expenses$46,902,404
Net Income$10,723,472
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 23, 2015
Return Version
2014v5.0
Gross Receipts
$208,712,729
Mission and Program Overview

Mission

Max is a state-chartered community credit union serving approximately 117,000 members in the montgomery, alabama and surrounding areas.

The credit union is a cooperative community financial institution which was organized to promote thrift among its members as well as to provide a source of credit for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$553,671,837$592,951,832▲ $39,279,995
Investments Other Securities$362,488,414$301,580,751▼ $60,907,663
Rtn Earn Endowment Incm Other Fnds$142,146,266$157,091,576▲ $14,945,310
Savings and Temporary Cash Investments$17,855,000$84,525,000▲ $66,670,000
Cash and Non-Interest-Bearing Accounts$34,560,414$37,350,947▲ $2,790,533
Land, Buildings, and Equipment, Net$26,721,637$30,679,264▲ $3,957,627
Prepaid Expenses and Deferred Charges$1,111,969$2,140,317▲ $1,028,348
Accounts Receivable$1,254,140$1,287,601▲ $33,461
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,034,932,163$1,092,065,087▲ $57,132,924
Other Assets Total$37,268,752$41,549,375▲ $4,280,623
Liabilities
Other Liabilities$884,582,280$924,852,817▲ $40,270,537
Accounts Payable and Accrued Expenses$6,333,656$7,871,692▲ $1,538,036
Deferred Revenue$1,383,998$1,613,070▲ $229,072
Escrow Account Liability$485,963$635,932▲ $149,969
Total Liabilities$892,785,897$934,973,511▲ $42,187,614
Net Assets / Fund Balance
Total Net Assets Fund Balance$142,146,266$157,091,576▲ $14,945,310
Total Liabilities and Net Assets / Fund Balance$1,034,932,163$1,092,065,087▲ $57,132,924

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,784,534$13,694,692$28,479,226
Other Land Buildings$7,662,335$19,263,886$26,926,221
Land$8,232,395-$8,232,395
Other Securities$931,500--
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg McclellanPresident/CEOFT$341,510$88,265$429,775
Wayne BlackwellSVP Member Service/adminFT$176,529$54,027$230,556
Martin Edward HeadSVP Business ServicesFT$163,528$58,868$222,396
Tim MarquardtSVP/CFOFT$163,533$55,698$219,231
Scott LindleySVP/CIOFT$163,935$53,986$217,921
Cheryl PaysonSVP Technology SupportFT$157,945$51,121$209,066
Bruce ChafinSVP Capital Leasing-$130,954$65,095$196,049
Donald G MarkwellSVP MarketingFT$127,560$41,881$169,441
Daniel L DunawayDirector-$6,892-$6,892
Lloyd Woodman JrDirector-$6,004-$6,004
Barbara T StarrChairman-$5,792-$5,792
A Kelli WiseDirector-$4,632-$4,632
Bradley L SandersVice Chairman-$3,414-$3,414
James W Solze JrDirector-$1,292-$1,292
Gary TomlinDirector-$979-$979

Board Members and Trustees

NameTitle
K Sue JacksonSecretary
Keivan DeraviTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$30,036,179
Investment Income
$7,419,882
Other Revenue
$20,169,815
Change in Net Assets
$10,723,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,625,876
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$57,625,876
Total Revenue per Form 990
$57,625,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,516,907
Salaries, Compensation, and Employee Benefits$18,314,818
Grants and Similar Amounts Paid$70,679
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$14,041,184
Interest---$4,701,413
All Other Expenses---$4,691,756
Office Expenses---$4,124,643
Depreciation Depletion---$2,582,912
Information Technology---$1,972,921
Other Expenses---$1,616,906
Other Employee Benefits---$1,299,189
Occupancy---$1,136,989
Payroll Taxes---$1,046,370
Pension Plan Contributions---$1,019,508
Current Officers, Directors, Trustees, and Key Employees---$908,567
Advertising---$817,793
Insurance---$307,029
Conferences and Meetings---$213,640
Travel---$190,512
Fees for Services Accounting---$139,516
Fees for Services Legal---$120,085
Grants to Domestic Orgs---$70,679
Fees for Services Management---$26,210
Total Functional Expenses$0$0$0$46,902,404

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$46,902,404
Total Expenses per Audited Statements$46,902,404
Total Expenses per Form 990$46,902,404
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
River Region United WayMontgomery, AL501(c)3To Help the River Region United Way in Their Mission to Advance the Common Good by Uniting Volunteers, Donors and Community Partners to Improve the Quality of Life in the River Region.$12,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share and Certificates$924,148,160
Interest Payable on Deposits$704,657
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union is owned by its members.”

Form 990, Part VI, Section A, Line 7A

“The credit union board of directors consists of nine members nominated from the general membership. Each board member serves a term of three years. A nominating committee is appointed by the board each year to nominate at least one member to fill each vacancy. Nominations for vacancies may also be made by petition from the membership. The membership votes on the nominees.”

Form 990, Part VI, Section A, Line 7B

“Members must vote on the removal of members of the board of directors, approval to dissolve the credit union, and merger into another credit union.”

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the svp/cfo and ceo prior to filing.”

Form 990, Part VI, Section B, Line 15

“Max uses a credit union compensation system called compease through koker, goodwin, & associates (k,g&a)to establish salary ranges. The compease system looks at surveys/comparability data and market data to establish ranges. We also use k,g&a's performease system to rate performance. The individual performance score is input into compease to determine compensation. Once the compease system generates the amount of increase based on the performance rating, current salary, and position in range, a report is generated with the increase amounts for all employees. The ceo signs off on all increases. The board of directors completes the review and signs off on the amount of increase for the ceo each year.”

Form 990, Part VI, Section C, Line 19

“Financial statements are posted in all branches on a monthly basis. Financial statements are also included in the annual report each year and distributed to everyone who comes to the annual meeting. In addition, our call report is available on the ncua's website on a quarterly basis.”

Filing and Contact Details

Filer

Filer Name
Max Credit Union
EIN
36-4618706
Phone
8007766776
Address
400 EASTDALE CIRCLE, MONTGOMERY, AL 36117

Signing Officer

Name
Tim Marquardt
Title
SVP/CFO
Phone
8007766776
Signed
2015-10-23

Organization Details

Principal Officer
Greg Mcclellan
Formed
1955
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
344
Volunteers
13

Preparer

Firm
Hutto & Carver Pa
Address
200 E GOVERNMENT ST STE 110, PENSACOLA, FL 32502
Preparer
Harold S Hutto Jr CPA
Phone
8504385299
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Credit card expenses 1,304,114. Atm maintenance and supplies 615,091. Loan servicing 492,618. Marketing and promotions expense 465,441. Cuso operating expenses 420,917. Other losses 352,131. Research and development 294,727. Miscellaneous expenses 158,219. Collection expense 136,014. Ncua operating fee 106,343. Loss on sale of loans 86,888. Member account expenses 81,646. Dues 63,989. Cusc expense 59,890. Cash over & short 27,079. Officials - other expenses 18,106. Eds network charges 8,543.”

FORM 990, PART XI, LINE 9:

“Reclassification adjustment for gains realized on sale of afs securities -488,608.”

Form 990, Part XII, Financial Statements and Reporting

“The credit union has a supervisory committee consisting of three volunteers from its membership who assume the responsibility for the oversight of the financial statement audit and selection of the independent accountant.”

Financial Statement Notes

PART IV, LINE 2B:

“The credit union holds escrowed funds for the payment of property taxes and homeowners' insurance as a service to our members who have mortgages with us.”

PART X, LINE 2:

“Effective january 1, 2009, the credit union implemented the new accounting requirements associated with uncertainty in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. To date, the credit union had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Additionally, the credit union had no interest and penalties related to income taxes. With few exceptions, the credit union is no longer subject to u.s. Federal, state, and local income tax examinations by tax authorities for years before 2011.”

Raw XML AppendixShowing 400 of 686 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06333656
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07871692
IRS990/AccountsReceivableGrp/BOYAmt01254140
IRS990/AccountsReceivableGrp/EOYAmt01287601
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE CREDIT UNION IS A COOPERATIVE COMMUNITY FINANCIAL INSTITUTION WHICH WAS ORGANIZED TO PROMOTE THRIFT AMONG ITS MEMBERS AS WELL AS TO PROVIDE A SOURCE OF CREDIT FOR ITS MEMBERS.
IRS990/AdvertisingGrp/TotalAmt0817793
IRS990/AllOtherExpensesGrp/TotalAmt04691756
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIM MARQUARDT SVPCFO
IRS990/BooksInCareOfDetail/PhoneNum08007766776
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 EASTDALE CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036117
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt034560414
IRS990/CashNonInterestBearingGrp/EOYAmt037350947
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0908567
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0213640
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt070679
IRS990/CYInvestmentIncomeAmt07419882
IRS990/CYOtherExpensesAmt028516907
IRS990/CYOtherRevenueAmt020169815
IRS990/CYProgramServiceRevenueAmt030036179
IRS990/CYRevenuesLessExpensesAmt010723472
IRS990/CYSalariesCompEmpBnftPaidAmt018314818
IRS990/CYTotalExpensesAmt046902404
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt057625876
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01383998
IRS990/DeferredRevenueGrp/EOYAmt01613070
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02582912
IRS990/Desc0IN OUR EFFORTS TO PROMOTE THRIFT AMONG OUR MEMBERS, MAX PROVIDES COMPETITIVE SAVINGS PRODUCTS, WHICH INCLUDE SAVINGS, CHECKING, AND CERTIFICATE OF DEPOSIT ACCOUNTS AS WELL AS IRA SAVINGS ACCOUNTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0344
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt0485963
IRS990/EscrowAccountLiabilityGrp/EOYAmt0635932
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0139516
IRS990/FeesForServicesLegalGrp/TotalAmt0120085
IRS990/FeesForServicesManagementGrp/TotalAmt026210
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt938.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1639.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt936531
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1028676
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1129842
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1227615
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1328795
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1418467
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1528069
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1624844
IRS990/Form990PartVIISectionAGrp/PersonNm0BRADLEY L SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm1DANIEL L DUNAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm2K SUE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES W SOLZE JR
IRS990/Form990PartVIISectionAGrp/PersonNm4BARBARA T STARR
IRS990/Form990PartVIISectionAGrp/PersonNm5A KELLI WISE
IRS990/Form990PartVIISectionAGrp/PersonNm6LLOYD WOODMAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm7KEIVAN DERAVI
IRS990/Form990PartVIISectionAGrp/PersonNm8GARY TOMLIN
IRS990/Form990PartVIISectionAGrp/PersonNm9GREG MCCLELLAN
IRS990/Form990PartVIISectionAGrp/PersonNm10TIM MARQUARDT
IRS990/Form990PartVIISectionAGrp/PersonNm11WAYNE BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm12MARTIN EDWARD HEAD
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT LINDLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14BRUCE CHAFIN
IRS990/Form990PartVIISectionAGrp/PersonNm15CHERYL PAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm16DONALD G MARKWELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03414
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16892
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31292
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt45792
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt54632
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt66004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8979
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9393244
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10190555
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11200714
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12194781
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13189126
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14177582
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15180997
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16144597
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP MEMBER SERVICE/ADMIN
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP/CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP CAPITAL LEASING
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP TECHNOLOGY SUPPORT
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP MARKETING
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt05500
IRS990/GainOrLossGrp/SecuritiesAmt0496481
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt070679
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05500
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0151583334
IRS990/GrossReceiptsAmt0208712729
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt017
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01972921
IRS990/InsuranceGrp/TotalAmt0307029
IRS990/InterestGrp/TotalAmt04701413
IRS990/InvestmentIncomeGrp/ExclusionAmt06917901
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06917901
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0362488414
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0301580751
IRS990/IRPDocumentCnt050874
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt032958578
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026721637
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030679264
IRS990/LandBldgEquipCostOrOtherBssAmt063637842
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0151086853
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0-36878
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt051907
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt088785
IRS990/MissionDesc0MAX IS A STATE-CHARTERED COMMUNITY CREDIT UNION SERVING APPROXIMATELY 103,000 MEMBERS IN THE MONTGOMERY, ALABAMA AND SURROUNDING AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0142146266
IRS990/NetAssetsOrFundBalancesEOYAmt0157091576
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0501981
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0501981
IRS990/NetUnrelatedBusTxblIncmAmt079705
IRS990/NetUnrlzdGainsLossesInvstAmt04710446
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01136989
IRS990/OfficeExpensesGrp/TotalAmt04124643
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt037268752
IRS990/OtherAssetsTotalGrp/EOYAmt041549375
IRS990/OtherChangesInNetAssetsAmt0-488608
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01299189
IRS990/OtherExpensesGrp/Desc0PROVISION FOR UNRELATED
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2INDIRECT LENDING EXPENS
IRS990/OtherExpensesGrp/Desc3PSCU EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0137775
IRS990/OtherExpensesGrp/TotalAmt13500000
IRS990/OtherExpensesGrp/TotalAmt22236807
IRS990/OtherExpensesGrp/TotalAmt31616906
IRS990/OtherLiabilitiesGrp/BOYAmt0884582280
IRS990/OtherLiabilitiesGrp/EOYAmt0924852817
IRS990/OtherOrganizationDsc0CREDIT UNION
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/BusinessCd1532000
IRS990/OtherRevenueMiscGrp/BusinessCd2522100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1UBI - EQUIPMENT LEASE INCOME
IRS990/OtherRevenueMiscGrp/Desc2UBI - NON MEMBER ATM FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt019436223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt019436223
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1465673
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2216012
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0465673
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt1216012
IRS990/OtherRevenueTotalAmt020169815
IRS990/OtherSalariesAndWagesGrp/TotalAmt014041184
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0553671837
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0592951832
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01046370
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt01019508
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01111969
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02140317
IRS990/PrincipalOfficerNm0GREG MCCLELLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1UBI-EQUIPMENT LEASE INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029298934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029298934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1737245
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0737245
IRS990/ProgSrvcAccomActy2Grp/Desc0TO MEET THE FINANCIAL NEEDS OF OUR MEMBERS, MAX PROVIDES A SOURCE OF CREDIT BY OFFERING A VARIETY OF CONSUMER, REAL ESTATE, AND BUSINESS LENDING PRODUCTS AT REASONABLE RATES OF INTEREST.
IRS990/ProgSrvcAccomActy3Grp/Desc0IN ADDITION TO THE SAVINGS AND LENDING PRODUCTS WE OFFER, MAX PROVIDES A VARIETY OF OTHER FINANCIAL SERVICES TO MEET THE NEEDS OF OUR MEMBERS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06037929
IRS990/PYOtherExpensesAmt030963984
IRS990/PYOtherRevenueAmt020830654
IRS990/PYProgramServiceRevenueAmt028247801
IRS990/PYRevenuesLessExpensesAmt06940782
IRS990/PYSalariesCompEmpBnftPaidAmt017211618
IRS990/PYTotalExpensesAmt048175602
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055116384
IRS990/ReconcilationRevenueExpnssAmt010723472
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0142146266
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0157091576
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017855000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084525000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt014784534
IRS990ScheduleD/BuildingsGrp/DepreciationAmt013694692
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt028479226
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt046902404
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt08232395
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt08232395
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07662335
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019263886
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt026926221
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0704657
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1924148160
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST PAYABLE ON DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MEMBER SHARE AND CERTIFICATES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0300599251
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt150000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2931500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT IN CU SERVICE CENTER
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FHLB STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt057625876
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CREDIT UNION HOLDS ESCROWED FUNDS FOR THE PAYMENT OF PROPERTY TAXES AND HOMEOWNERS' INSURANCE AS A SERVICE TO OUR MEMBERS WHO HAVE MORTGAGES WITH US.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EFFECTIVE JANUARY 1, 2009, THE CREDIT UNION IMPLEMENTED THE NEW ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. TO DATE, THE CREDIT UNION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THE CREDIT UNION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. WITH FEW EXCEPTIONS, THE CREDIT UNION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030679264
IRS990ScheduleD/TotalBookValueSecuritiesAmt0301580751
IRS990ScheduleD/TotalExpensesPerForm990Amt046902404
IRS990ScheduleD/TotalLiabilityAmt0924852817
IRS990ScheduleD/TotalRevenuePerForm990Amt057625876
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt057625876
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt046902404
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP THE RIVER REGION UNITED WAY IN THEIR MISSION TO ADVANCE THE COMMON GOOD BY UNITING VOLUNTEERS, DONORS AND COMMUNITY PARTNERS TO IMPROVE THE QUALITY OF LIFE IN THE RIVER REGION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RIVER REGION UNITED WAY
IRS990ScheduleI/RecipientTable/RecipientEIN0630330778

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,092,065,087
Liabilities
$934,973,511
Net assets
$157,091,576
Revenue
$57,625,876
Expenses
$46,902,404
Net income
$10,723,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,149$1,940$209$124$101$23.3
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,964$1,824$140$81.3$63.0$18.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,022$1,804$218$76.8$60.0$16.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,769$1,548$222$78.2$67.2$10.9
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,461$1,256$205$74.7$63.3$11.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,365$1,178$187$69.2$58.6$10.6
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,315$1,137$178$63.9$54.5$9.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,243$1,073$170$61.1$52.9$8.15
2015Detailed filing. Detailed filing data is available for this year.$1,178$1,015$163$59.5$50.8$8.70
2014Detailed filing. Detailed filing data is available for this year.$1,092$935$157$57.6$46.9$10.7
2013Detailed filing. Detailed filing data is available for this year.$1,035$893$142$55.1$48.2$6.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$981$839$142$43.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$914$783$131$40.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$862$738$124$43.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)14 • $1B+ nonprofits