Civic Intelligence

Max Credit Union

990 • Fiscal year 2022 • EIN 36-4618706

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization ProfileWWW.MYMAX.COM

View Organization Page

PO Box 244040Montgomery, AL 36124-4040

(800) 776-6776

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,964,438,398

Flat from 2022

Net Assets

Flat

$140,140,288

Flat from 2022

Liabilities

Flat

$1,824,298,110

Flat from 2022

Revenue And Expenses

Revenue

Flat

$81,267,225

Flat from 2022

Expenses

Flat

$62,954,777

Flat from 2022

Net Income

Flat

$18,312,448

Flat from 2022

Historical Trend

Balance Sheet Trend

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 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

2022

Assets$1,964,438,398
Liabilities$1,824,298,110
Net Assets$140,140,288
Open 2022 Filing

Operations Trend

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 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

2022

Revenue$81,267,225
Expenses$62,954,777
Net Income$18,312,448
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$86,307,551
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$921,573,426$1,007,003,443▲ $85,430,017
Investments in Publicly Traded Securities$790,268,238$741,749,921▼ $48,518,317
Rtn Earn Endowment Incm Other Fnds$217,911,767$140,140,288▼ $77,771,479
Savings and Temporary Cash Investments$166,958,924$64,874,866▼ $102,084,058
Cash and Non-Interest-Bearing Accounts$42,305,327$48,316,180▲ $6,010,853
Land, Buildings, and Equipment, Net$34,703,443$34,799,073▲ $95,630
Accounts Receivable$7,332,615$7,609,009▲ $276,394
Prepaid Expenses and Deferred Charges$2,958,004$3,495,628▲ $537,624
Investments Other Securities$927,300$1,053,400▲ $126,100
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,021,706,470$1,964,438,398▼ $57,268,072
Other Assets Total$54,679,193$55,536,878▲ $857,685
Liabilities
Other Liabilities$1,788,515,630$1,796,981,562▲ $8,465,932
Accounts Payable and Accrued Expenses$14,110,596$26,189,032▲ $12,078,436
Escrow Account Liability$1,168,477$1,127,516▼ $40,961
Total Liabilities$1,803,794,703$1,824,298,110▲ $20,503,407
Net Assets / Fund Balance
Total Net Assets Fund Balance$217,911,767$140,140,288▼ $77,771,479
Total Liabilities and Net Assets / Fund Balance$2,021,706,470$1,964,438,398▼ $57,268,072

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,271,163$21,981,291$43,252,454
Equipment$3,716,679$20,163,704$23,880,383
Land$9,811,231-$9,811,231
Leasehold Improvements$0$793,952$793,952
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martin E HeadPresident/CEOFT$426,093$147,107$573,200
Timothy MarquardtChief Financial OfficerFT$246,810$80,722$327,532
Wayne BlackwellSVP/chief Retail OfficerFT$234,779$85,107$319,886
Dg MarkwellChief Marketing OfficerFT$22,906$272,181$295,087
Cheryl PaysonSVP/chief Support OfficerFT$214,459$72,810$287,269
Sandra BranchChief Talent OfficerFT$185,756$73,171$258,927
Ken PeavyVP Wealth ManagementFT$209,648$48,367$258,015
Kenneth HillVP Mortgage ServicesFT$197,376$59,830$257,206
Wendy AndersonChief Lending OfficerFT$177,993$69,356$247,349
Elizabeth MoseleyVP Business ServicesFT$179,527$63,673$243,200
Clinton Dale WatkinsChief Information OfficerFT$197,866$45,056$242,922
Ron CreelSVP Business ServicesFT$169,324$71,124$240,448
William EppersonSVP Customer ExperienceFT$148,773$71,806$220,579
A Kelli WiseDirector-$1,913-$1,913
K Sue JacksonSecretary-$1,574-$1,574

Board Members and Trustees

NameTitle
Barbara T StarrChairman
John AverrettVice-chair
Carl L WhatleyDirector
Gary TomlinDirector
James LittlejohnDirector
Lloyd Woodman JrDirector
James W Solze JrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jack Henry & Associates INCCore It ProcessingPO BOX 609, Monett, MO 65708$1,251,223
Norris Building CompanyConstruction ServicesPO BOX 20667, Montgomery, AL 36120-0667$1,217,585
High CottonStatement ServicesPO BOX 101568, Birmingham, AL 35210-6568$1,205,194
Diebold IncorporatedAtm ServicesPO BOX 643543, Pittsburgh, PA 15264-3543$1,086,680
Q2 SoftwareHomebanking SoftwarePO BOX 205970, Dallas, TX 75320-5970$961,603
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$68,868,666
Investment Income
$12,398,559
Other Revenue
$0
Change in Net Assets
$18,312,448

Audited Revenue Reconciliation

Revenue per Audited Statements
$84,883,722
Revenue Not Reported on Financial Statements
$-3,616,497
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-3,616,497
Total Revenue per Audited Statements
$84,883,722
Total Revenue per Form 990
$81,267,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$28,254,366
Other Expenses$28,179,585
Grants and Similar Amounts Paid$25,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$19,865,610
Office Expenses---$14,978,489
Benefits to Members---$6,495,826
Other Employee Benefits---$3,239,071
Depreciation Depletion---$2,800,228
Fees for Services Other---$2,400,035
Current Officers, Directors, Trustees, and Key Employees---$2,260,572
Occupancy---$1,608,288
Payroll Taxes---$1,536,699
Advertising---$1,429,159
Pension Plan Contributions---$1,352,414
Fees for Services Accounting---$144,475
Fees for Services Legal---$106,753
Travel---$63,183
Conferences and Meetings---$61,912
Grants to Domestic Orgs---$25,000
Other Expenses---$-772,372
Total Functional Expenses$0$0$0$62,954,777

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$66,571,283
Total Expenses per Audited Statements$66,571,283
Total Expenses per Form 990$62,954,777
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-3,616,506
Other Expense Adjustments$-3,616,506
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
River Region United WayMontgomery, AL501(c)3Community Giving$15,000
Alabama Shakespeare FestivalMontgomery, AL501(c)3Community Giving$10,000
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 Shares and Certificates$1,795,777,783
Interest Payable on Deposits$1,203,779
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 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 prepared by the external cpa firm and reviewed by the cfo 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. The process described here was last completed in 2022”

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
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin Head
Formed
1955
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
367
Volunteers
14

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 III, Line 3

“Max has used one of its cusos to offer lease financing for equipment. New lease financing activities were discontinued in 2022.”

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, but is subject to state excise tax. 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, 2022 and 2021. The credit union's 2019 through 2021 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rev recorded as exp -3,616,497.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Rev recorded as exp -3,616,497. Rounding -9.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt967634
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1048457
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1146877
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1237686
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1345171
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1442946
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1529306
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1648367
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1738358
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1839355
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1943372
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2043888
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt212181
IRS990/Form990PartVIISectionAGrp/PersonNm0A KELLI WISE
IRS990/Form990PartVIISectionAGrp/PersonNm1K SUE JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA T STARR
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES W SOLZE JR
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN AVERRETT
IRS990/Form990PartVIISectionAGrp/PersonNm5LLOYD WOODMAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm6CARL L WHATLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7GARY TOMLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES LITTLEJOHN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARTIN E HEAD
IRS990/Form990PartVIISectionAGrp/PersonNm10TIMOTHY MARQUARDT
IRS990/Form990PartVIISectionAGrp/PersonNm11WAYNE BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm12CHERYL PAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm13SANDRA BRANCH
IRS990/Form990PartVIISectionAGrp/PersonNm14WENDY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm15CLINTON DALE WATKINS
IRS990/Form990PartVIISectionAGrp/PersonNm16KEN PEAVY
IRS990/Form990PartVIISectionAGrp/PersonNm17KENNETH HILL
IRS990/Form990PartVIISectionAGrp/PersonNm18ELIZABETH MOSELEY
IRS990/Form990PartVIISectionAGrp/PersonNm19RON CREEL
IRS990/Form990PartVIISectionAGrp/PersonNm20WILLIAM EPPERSON
IRS990/Form990PartVIISectionAGrp/PersonNm21DG MARKWELL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13213756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14204403
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15213616
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16209648
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17218848
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18203845
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19197076
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20176691
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21292906
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP/CHIEF RETAIL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP/CHIEF SUPPORT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF TALENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP WEALTH MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP MORTGAGE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt19SVP BUSINESS SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt20SVP CUSTOMER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF MARKETING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/FormationYr01955
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt06056
IRS990/GainOrLossGrp/SecuritiesAmt0-1121060
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01189673
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02735649
IRS990/GrossReceiptsAmt086307551
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IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013513563
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013513563
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0927300
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01053400
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0790268238
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0741749921
IRS990/IRPDocumentCnt033056
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt042938947
IRS990/LandBldgEquipBasisNetGrp/BOYAmt034703443
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034799073
IRS990/LandBldgEquipCostOrOtherBssAmt077738020
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01183617
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03856709
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 119,000 MEMBERS IN THE MONTGOMERY, ALABAMA AND SURROUNDING AREAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0217911767
IRS990/NetAssetsOrFundBalancesEOYAmt0140140288
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1115004
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1115004
IRS990/NetUnrelatedBusTxblIncmAmt045767
IRS990/NetUnrlzdGainsLossesInvstAmt0-96083926
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt01608288
IRS990/OfficeExpensesGrp/TotalAmt014978489
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt054679193
IRS990/OtherAssetsTotalGrp/EOYAmt055536878
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03239071
IRS990/OtherExpensesGrp/Desc0LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc1MISC. OPERATING FEES
IRS990/OtherExpensesGrp/Desc2OPERATING FEES
IRS990/OtherExpensesGrp/Desc3PROVISION FOR LOAN LOSS
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IRS990/OtherExpensesGrp/TotalAmt12272178
IRS990/OtherExpensesGrp/TotalAmt2227738
IRS990/OtherExpensesGrp/TotalAmt3-772372
IRS990/OtherLiabilitiesGrp/BOYAmt01788515630
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IRS990/PrincipalOfficerNm0MARTIN HEAD
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IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1OTHER OPERATING INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042976406
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115175654
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210011421
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043209732
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115354368
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210304566
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0233326
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1178714
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt2293145
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/PYBenefitsPaidToMembersAmt06830394
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0207405
IRS990/PYInvestmentIncomeAmt08493000
IRS990/PYOtherExpensesAmt025565007
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt068304432
IRS990/PYRevenuesLessExpensesAmt016791074
IRS990/PYSalariesCompEmpBnftPaidAmt027403552
IRS990/PYTotalExpensesAmt060006358
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076797432
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt018312448
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,964,438,398
Liabilities
$1,824,298,110
Net assets
$140,140,288
Revenue
$81,267,225
Expenses
$62,954,777
Net income
$18,312,448
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
2022Detailed filing. Detailed filing data is available for this year.$1,964$1,824$140$81.3$63.0$18.3
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
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

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