Civic Intelligence

Max Credit Union

990 • Fiscal year 2021 • EIN 36-4618706

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

Organization ProfileWWW.MYMAX.COM

View Organization Page

PO Box 244040Montgomery, AL 36124-4040

(800) 776-6776

Siviq Scores

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

Liabilities / Assets

25th percentile

0.89x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

23.49x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Net Margin

49th percentile

22%

Higher net margin than 49% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Top Officer Pay

12th percentile

$533,727

Higher top officer pay than 12% of similar nonprofits.

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

2021 filings • 501(c)14 • $1B+ nonprofits • Source year 2021

Asset Growth

63rd percentile

14%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-1.8%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,021,706,470

Up $252,258,003 (+14%) from 2020

Net Assets

Down

$217,911,767

Down $3,695,021 (-1.7%) from 2020

Liabilities

Up

$1,803,794,703

Up $255,953,024 (+17%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin49th percentile

Revenue

Down

$76,797,432

Down $1,385,511 (-1.8%) from 2020

Expenses

Down

$60,006,358

Down $7,240,137 (-11%) from 2020

Net Income

Up

$16,791,074

Up $5,854,626 (+54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2021

Assets$2,021,706,470
Liabilities$1,803,794,703
Net Assets$217,911,767
Open 2021 Filing

Operations Trend

Revenue Growth27th 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

2021

Revenue$76,797,432
Expenses$60,006,358
Net Income$16,791,074
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
Gross Receipts
$76,797,432
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$926,496,100$921,573,426▼ $4,922,674
Investments in Publicly Traded Securities$545,596,473$790,268,238▲ $244,671,765
Rtn Earn Endowment Incm Other Fnds$221,606,788$217,911,767▼ $3,695,021
Savings and Temporary Cash Investments$144,002,487$166,958,924▲ $22,956,437
Cash and Non-Interest-Bearing Accounts$30,226,335$42,305,327▲ $12,078,992
Land, Buildings, and Equipment, Net$37,100,833$34,703,443▼ $2,397,390
Accounts Receivable$6,426,270$7,332,615▲ $906,345
Prepaid Expenses and Deferred Charges$3,721,622$2,958,004▼ $763,618
Investments Other Securities$1,357,100$927,300▼ $429,800
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,769,448,467$2,021,706,470▲ $252,258,003
Other Assets Total$74,521,247$54,679,193▼ $19,842,054
Liabilities
Other Liabilities$1,533,452,882$1,788,515,630▲ $255,062,748
Accounts Payable and Accrued Expenses$13,314,238$14,110,596▲ $796,358
Escrow Account Liability$1,074,559$1,168,477▲ $93,918
Total Liabilities$1,547,841,679$1,803,794,703▲ $255,953,024
Net Assets / Fund Balance
Total Net Assets Fund Balance$221,606,788$217,911,767▼ $3,695,021
Total Liabilities and Net Assets / Fund Balance$1,769,448,467$2,021,706,470▲ $252,258,003

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$20,894,739$20,761,334$41,656,073
Equipment$3,730,926$18,596,078$22,327,004
Land$9,811,231-$9,811,231
Leasehold Improvements$0$793,952$793,952
Other Land Buildings$266,547-$266,547
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin Edward HeadPresident/CEOFT$411,376$122,351$533,727
Tim MarquardtSVP/CFOFT$236,067$80,436$316,503
Wayne BlackwellSVP/chief Retail OfficerFT$231,826$76,647$308,473
Kenneth HillVP Mortgage ServicesFT$250,131$51,450$301,581
Cheryl PaysonSVP/chief Support OfficerFT$208,505$68,629$277,134
Ken PeavyFinancial AdvisorFT$233,246$41,935$275,181
Ron CreelSVP Business ServicesFT$177,614$61,728$239,342
Wendy AndersonAvp Consumer UnderwritingFT$173,045$63,910$236,955
Sandra BranchSvc CTR Consultant IiiFT$168,023$66,342$234,365
Bruce ChafinSVP Max CapitalFT$169,934$63,152$233,086
Dg MarkwellChief Marketing OfficerFT$159,290$61,040$220,330
K Sue JacksonSecretary-$2,086-$2,086
Barbara T StarrChairman-$1,315-$1,315

Board Members and Trustees

NameTitle
John AverrettVice-chair
A Kelli WiseDirector
Carl L WhatleyDirector
Gary TomlinDirector
Lloyd Woodman JrDirector
James W Solze JrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jack Henry & Associates INCCore It ProcessingPO BOX 609, Monett, MO 65708$1,389,490
High CottonStatement ServicesPO BOX 101568, Birmingham, AL 35210-6568$1,240,287
Q2 SoftwareHomebanking SoftwarePO BOX 205970, Dallas, TX 75320-5970$883,852
WindstreamCommunicationsPO BOX 3177, Cedar Rapids, IA 52406-3177$793,797
ProsysSoftware28545 NETWORK PLACE, Chicago, IL 60673-1285$702,732
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$68,304,432
Investment Income
$8,493,000
Other Revenue
$0
Change in Net Assets
$16,791,074

Audited Revenue Reconciliation

Revenue per Audited Statements
$76,855,808
Revenue Not Reported on Financial Statements
$-58,376
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-58,376
Total Revenue per Audited Statements
$76,855,808
Total Revenue per Form 990
$76,797,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$27,403,552
Other Expenses$25,565,007
Grants and Similar Amounts Paid$207,405
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$19,498,137
Office Expenses---$16,162,876
Benefits to Members---$6,830,394
Other Employee Benefits---$2,968,223
Depreciation Depletion---$2,453,189
Current Officers, Directors, Trustees, and Key Employees---$2,085,461
Occupancy---$1,566,418
Payroll Taxes---$1,456,922
Pension Plan Contributions---$1,394,809
Advertising---$1,190,592
Grants to Domestic Orgs---$207,405
Other Expenses---$176,029
Fees for Services Accounting---$140,127
Fees for Services Legal---$70,997
Conferences and Meetings---$18,965
Travel---$12,078
All Other Expenses---$-2,104,082
Total Functional Expenses$0$0$0$60,006,358

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$60,064,738
Total Expenses per Audited Statements$60,064,738
Total Expenses per Form 990$60,006,358
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-58,380
Other Expense Adjustments$-58,380
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
River Region United WayMontgomery, AL501(c)3Community Giving$15,000
Mercy HouseMontgomery, AL501(c)3Community Giving$10,000
ManePike Road, AL501(c)3Community Giving$5,550
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 Shares and Certificates$1,787,175,400
Interest Payable on Deposits$1,340,230
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 35% controlled entity
No
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 (1 position was open at year-end) 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 11B

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

Form 990, Part VI, Section B, Line 12C

“If a conflict of interest is reported, human resources will investigate the situation and consult with the ceo to determine appropriate action.”

Form 990, Part VI, Section B, Line 15

“Max uses a credit union compensation system called "compease" through hr performance solutions, to establish salary ranges. The compease system looks at surveys and comparable market data to establish ranges. Max also uses the ukg talent management system to formally document ratings of individual performance. The performance score is part of a system to calculate the percentage used for the annual merit increase, based also on the current salary and position in the range. The ceo review and approves all increases. The board of directors approves the annual salary for the ceo based on recommendations of its hr committee.”

Form 990, Part VI, Section C, Line 19

“A financial statement summary is posted in all branch offices and updated monthly. Financial highlights are also included in the year-end annual report, which is distributed to all members attending the annual meeting. In addtion, our quarterly call report is available on the ncua's website.”

Filing and Contact Details

Filer

Filer Name
Max Credit Union
EIN
36-4618706
Phone
8007766776
Address
PO BOX 244040, MONTGOMERY, AL 36124-4040

Signing Officer

Name
Tim Marquardt
Title
SVP/CFO
Phone
8007766776
Signed
2022-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Head
Formed
1955
Legal Domicile
Al
Voting Board Members
8
Independent Board Members
8
Employees
362
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
109 N MAIN STREET SUITE 200, AUSTIN, MN 55912
Preparer
Tanya Medgaarden
Phone
5074347000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 1.”

Form 990, Part XII, Line 2C

“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 payment of property taxes and homeowner's insurance as a service to our members who have mortgages with us.”

PART X, LINE 2:

“The credit union is exempt, under irc 501 (c) (14), from federal and state income taxes. The credit union has filed tax returns in the past for activities it has deemed taxable. The taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2021 and 2020. The credit union's 2018 through 2020 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rev recorded as exp -58,376.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Rev recorded as exp -58,376. Rounding -4.”

Raw XML AppendixShowing 400 of 798 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/BOYAmt013314238
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014110596
IRS990/AccountsReceivableGrp/BOYAmt06426270
IRS990/AccountsReceivableGrp/EOYAmt07332615
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/TotalAmt01190592
IRS990/AllOtherExpensesGrp/TotalAmt0-2104082
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt06830394
IRS990/BooksInCareOfDetail/PersonNm0TIM MARQUARDT SVPCFO
IRS990/BooksInCareOfDetail/PhoneNum08007766776
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 EASTDALE CIRCLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTGOMERY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036117
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt030226335
IRS990/CashNonInterestBearingGrp/EOYAmt042305327
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt031
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02085461
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt018965
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt01389490
IRS990/ContractorCompensationGrp/CompensationAmt11240287
IRS990/ContractorCompensationGrp/CompensationAmt2883852
IRS990/ContractorCompensationGrp/CompensationAmt3793797
IRS990/ContractorCompensationGrp/CompensationAmt4702732
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 609
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 101568
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 205970
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 3177
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt428545 NETWORK PLACE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MONETT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BIRMINGHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2DALLAS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3CEDAR RAPIDS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1AL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd065708
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd1352106568
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd2753205970
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd3524063177
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd4606731285
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0JACK HENRY & ASSOCIATES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1HIGH COTTON
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Q2 SOFTWARE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3WINDSTREAM
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4PROSYS
IRS990/ContractorCompensationGrp/ServicesDesc0CORE IT PROCESSING
IRS990/ContractorCompensationGrp/ServicesDesc1STATEMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2HOMEBANKING SOFTWARE
IRS990/ContractorCompensationGrp/ServicesDesc3COMMUNICATIONS
IRS990/ContractorCompensationGrp/ServicesDesc4SOFTWARE
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt06830394
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0207405
IRS990/CYInvestmentIncomeAmt08493000
IRS990/CYOtherExpensesAmt025565007
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt068304432
IRS990/CYRevenuesLessExpensesAmt016791074
IRS990/CYSalariesCompEmpBnftPaidAmt027403552
IRS990/CYTotalExpensesAmt060006358
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt076797432
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02453189
IRS990/Desc0IN OUR EFFORTS TO PROMOTE THRIFT AMONG OUR MEMBERS, MAX PROVIDES COMPETITIVE SAVINGS PRODUCTS, WHICH INCLUDE SAVINGS, CHECKING, ANDCERTIFICATE OF DEPOSIT ACCOUNTS AS WELL AS IRA SAVINGS ACCOUNTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0362
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt01074559
IRS990/EscrowAccountLiabilityGrp/EOYAmt01168477
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt0140127
IRS990/FeesForServicesLegalGrp/TotalAmt070997
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
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/OtherCompensationAmt852639
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt945485
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1042814
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1134038
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1234829
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1340094
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1434553
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1541935
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1637930
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1738152
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1837342
IRS990/Form990PartVIISectionAGrp/PersonNm0K SUE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm1BARBARA T STARR
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES W SOLZE JR
IRS990/Form990PartVIISectionAGrp/PersonNm3A KELLI WISE
IRS990/Form990PartVIISectionAGrp/PersonNm4LLOYD WOODMAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm5CARL L WHATLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6GARY TOMLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN AVERRETT
IRS990/Form990PartVIISectionAGrp/PersonNm8MARTIN EDWARD HEAD
IRS990/Form990PartVIISectionAGrp/PersonNm9TIM MARQUARDT
IRS990/Form990PartVIISectionAGrp/PersonNm10WAYNE BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm11CHERYL PAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm12WENDY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13SANDRA BRANCH
IRS990/Form990PartVIISectionAGrp/PersonNm14KENNETH HILL
IRS990/Form990PartVIISectionAGrp/PersonNm15KEN PEAVY
IRS990/Form990PartVIISectionAGrp/PersonNm16RON CREEL
IRS990/Form990PartVIISectionAGrp/PersonNm17BRUCE CHAFIN
IRS990/Form990PartVIISectionAGrp/PersonNm18DG MARKWELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02086
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8481088
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9271018
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10265659
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11243096
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12202126
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13194271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14267028
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15233246
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16201412
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17194934
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18182988
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9SVP/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP/CHIEF RETAIL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP/CHIEF SUPPORT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12AVP CONSUMER UNDERWRITING
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVC CTR CONSULTANT III
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP MORTGAGE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt15FINANCIAL ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt17SVP MAX CAPITAL
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF MARKETING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt03069
IRS990/GainOrLossGrp/SecuritiesAmt01055507
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0207405
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03069
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01055507
IRS990/GrossReceiptsAmt076797432
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07434424
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07434424
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01357100
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0927300
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0545596473
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0790268238
IRS990/IRPDocumentCnt033237
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt040151364
IRS990/LandBldgEquipBasisNetGrp/BOYAmt037100833
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034703443
IRS990/LandBldgEquipCostOrOtherBssAmt074854807
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MAX IS A STATE-CHARTERED COMMUNITY CREDIT UNION SERVING APPROXIMATELY 117,000 MEMBERS IN THE MONTGOMERY, ALABAMA AND SURROUNDING AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0221606788
IRS990/NetAssetsOrFundBalancesEOYAmt0217911767
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01058576
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01058576
IRS990/NetUnrelatedBusTxblIncmAmt0101172
IRS990/NetUnrlzdGainsLossesInvstAmt0-20486096
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01566418
IRS990/OfficeExpensesGrp/TotalAmt016162876
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt074521247
IRS990/OtherAssetsTotalGrp/EOYAmt054679193
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02968223
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc1MISC. OPERATING FEES
IRS990/OtherExpensesGrp/Desc2OPERATING FEES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL/OUTSIDE SE
IRS990/OtherExpensesGrp/TotalAmt02929731
IRS990/OtherExpensesGrp/TotalAmt12748098
IRS990/OtherExpensesGrp/TotalAmt2199989
IRS990/OtherExpensesGrp/TotalAmt3176029
IRS990/OtherLiabilitiesGrp/BOYAmt01533452882
IRS990/OtherLiabilitiesGrp/EOYAmt01788515630
IRS990/OtherOrganizationDsc0CU
IRS990/OtherSalariesAndWagesGrp/TotalAmt019498137
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0926496100
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0921573426
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01456922
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt01394809
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03721622
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02958004
IRS990/PrincipalOfficerNm0MARTIN HEAD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt040718228
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114316006
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212193643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041173554
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt114582419
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212548459
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0455326
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1266413
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt2354816
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/PYBenefitsPaidToMembersAmt09999452
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt095225
IRS990/PYInvestmentIncomeAmt09373983
IRS990/PYOtherExpensesAmt030526188
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt068808960
IRS990/PYRevenuesLessExpensesAmt010936448
IRS990/PYSalariesCompEmpBnftPaidAmt026625630
IRS990/PYTotalExpensesAmt067246495
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt078182943
IRS990/ReconcilationRevenueExpnssAmt016791074
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0221606788
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0217911767
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144002487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0166958924
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt020894739
IRS990ScheduleD/BuildingsGrp/DepreciationAmt020761334
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt041656073
IRS990ScheduleD/EquipmentGrp/BookValueAmt03730926
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018596078
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022327004
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-58380
IRS990ScheduleD/ExpensesSubtotalAmt060064738
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt09811231
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt09811231
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0793952

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,021,706,470
Liabilities
$1,803,794,703
Net assets
$217,911,767
Revenue
$76,797,432
Expenses
$60,006,358
Net income
$16,791,074
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
2021Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2021 filings • 501(c)14 • $1B+ nonprofits