Civic Intelligence

Johnsie and Aubary Montgomery Inst

EIN 20-4238821 • 501(c)3 • Houston, TX

Profile

Providing medical education for individuals with known cardiovascular disease (diseases of the heart and blood vessels). The medical educational topics will address many aspects of heart disease and its various risk factors (i.e. Coronary disease, hypertension, poor nutrition, diabetes, elevated cholesterol disease, etc.). Educational formats will be multifaceted including lecture series by local and national healthcare specialists, patient support groups and special "how-to" courses (food preparation shopping courses, etc.). Educational series will be held atleast quarterly. The research aspect of the institute will consist of evaluating the clinical outcomes of individuals participating in the clinical programs. Prospective and retrospective studies will be designed as well. The jam institute proposes to create a state-of-the-art research and educational program, based within the community. The institute is currently developing materials (dvd's, books, pamphlets, website tools) estab

PO Box 451244Houston, TX 77245

na

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.69x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

2.20x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

91st percentile

55%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

2.9%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$163,033

Down $1,294,535 (-89%) from 2022

Liabilities

Down

$896,049

Down $111,628 (-11%) from 2022

Net Assets

Down

-$733,016

Down $1,182,907 (-263%) from 2022

Operations
Liabilities / Revenue93rd percentileNet Margin11th percentile

Revenue

Up

$1,228,464

Up $771,029 (+169%) from 2022

Expenses

Up

$1,395,818

Up $801,500 (+135%) from 2022

Net Income

Down

-$167,354

Down $30,471 (-22%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.0M$0-$1.0MAssets 2010: $23,129Liabilities 2010: $0Net Assets 2010: $23,1292010Assets 2011: $29,214Liabilities 2011: $0Net Assets 2011: $29,2142011Assets 2012: $153,729Liabilities 2012: $0Net Assets 2012: $153,7292012Assets 2013: $159,857Liabilities 2013: $0Net Assets 2013: $159,8572013Assets 2014: $191,930Liabilities 2014: $116,262Net Assets 2014: $75,6682014Assets 2015: $190,518Liabilities 2015: $116,262Net Assets 2015: $74,2562015Assets 2016: $205,347Liabilities 2016: $116,242Net Assets 2016: $89,1052016Assets 2017: $208,655Liabilities 2017: $116,242Net Assets 2017: $92,4132017Assets 2018: $200,038Liabilities 2018: $116,242Net Assets 2018: $83,7962018Assets 2019: $355,323Liabilities 2019: $116,242Net Assets 2019: $239,0812019Assets 2020: $736,783Liabilities 2020: $185,723Net Assets 2020: $551,0602020Assets 2021: $940,251Liabilities 2021: $353,476Net Assets 2021: $586,7752021Assets 2022: $1,457,568Liabilities 2022: $1,007,677Net Assets 2022: $449,8912022Assets 2023: $163,033Liabilities 2023: $896,049Net Assets 2023: -$733,0162023

Highlighted filing

2023

Assets$163,033
Liabilities$896,049
Net Assets-$733,016
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $147,5662010Expenses 2011: $92,1122011Expenses 2012: $252,0872012Revenue 2013: $396,638Expenses 2013: $390,510Net Income 2013: $6,1282013Revenue 2014: $543,187Expenses 2014: $627,376Net Income 2014: -$84,1892014Revenue 2015: $337,938Expenses 2015: $339,350Net Income 2015: -$1,4122015Revenue 2016: $432,869Expenses 2016: $417,818Net Income 2016: $15,0512016Revenue 2017: $422,392Expenses 2017: $419,084Net Income 2017: $3,3082017Revenue 2018: $602,568Expenses 2018: $611,185Net Income 2018: -$8,6172018Revenue 2019: $386,412Expenses 2019: $231,129Net Income 2019: $155,2832019Revenue 2020: $286,595Expenses 2020: $222,753Net Income 2020: $63,8422020Revenue 2021: $444,645Expenses 2021: $408,930Net Income 2021: $35,7152021Revenue 2022: $457,435Expenses 2022: $594,318Net Income 2022: -$136,8832022Revenue 2023: $1,228,464Expenses 2023: $1,395,818Net Income 2023: -$167,3542023

Highlighted filing

2023

Revenue$1,228,464
Expenses$1,395,818
Net Income-$167,354
Open 2023 Filing

Filings

Most recent year

2023 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$163,033
Liabilities
$896,049
Net assets
-$733,016
Revenue
$1,228,464
Expenses
$1,395,818
Net income
-$167,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.90$0.73$1.23$1.40$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.46$1.01$0.45$0.46$0.59$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.35$0.59$0.44$0.41$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.19$0.55$0.29$0.22$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.12$0.24$0.39$0.23$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.12$0.08$0.60$0.61$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.12$0.09$0.42$0.42$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.12$0.09$0.43$0.42$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.12$0.07$0.34$0.34$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.12$0.08$0.54$0.63$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.40$0.39$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.15
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$457,435
Mission and Program Overview

Mission

Providing medical education for individuals with known cardiovascular disease (diseases of the heart and blood vessels). The medical educational topics will address many aspects of heart disease and its various risk factors (i.e. Coronary disease, hypertension, poor nutrition, diabetes, elevated cholesterol disease, etc.). Educational formats will be multifaceted including lecture series by local and national healthcare specialists, patient support groups and special "how-to" courses (food preparation shopping courses, etc.). Educational series will be held atleast quarterly. The research aspect of the institute will consist of evaluating the clinical outcomes of individuals participating in the clinical programs. Prospective and retrospective studies will be designed as well. The jam institute proposes to create a state-of-the-art research and educational program, based within the community. The institute is currently developing materials (dvd's, books, pamphlets, website tools) estab

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$918,254$1,385,411▲ $467,157
Loans From Officers Directors$75,234$75,234→ $0
Land, Buildings, and Equipment, Net$16,294$38,005▲ $21,711
Cash and Non-Interest-Bearing Accounts$5,703$34,152▲ $28,449
Total Assets$940,251$1,457,568▲ $517,317
Liabilities
Accounts Payable and Accrued Expenses$278,242$470,243▲ $192,001
Other Liabilities-$462,200-
Total Liabilities$353,476$1,007,677▲ $654,201
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$586,775$449,892▼ $136,883
Total Net Assets Fund Balance$586,775$449,892▼ $136,883
Total Liabilities and Net Assets / Fund Balance$940,251$1,457,569▲ $517,318

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$38,005$33,661$71,666
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Baxter Montgomery JrDirector
J Otis MitchellDirector
Baxter MontgomeryExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$457,435
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$457,435
Change in Net Assets
$-136,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$594,318
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$42,105$7,430-$49,535
Fees for Services Accounting$21,100$2,344-$23,444
All Other Expenses$11,103--$11,103
Other Expenses$10,192$16,386-$10,192
Advertising$7,353$817-$8,170
Depreciation Depletion$3,496$1,166-$4,662
Total Functional Expenses$537,358$56,960$0$594,318
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$75,234$75,234→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Loan$462,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Our cpa prepares the form 990 for the board of directors review. Once the board approves the form 990 our cpa files the return electronically.”

Form 990, Page 6, Part VI, Line 12C

“Directors, trustees, officers and others covered by the policy to disclose, in writing, on a annual basis any known financial interest that the individual, or a member of the individuals family, has in any business entity that transacts business with the charity.”

Form 990, Page 6, Part VI, Line 15A

“COMPARE TO MARKET VALUE”

Form 990, Page 6, Part VI, Line 15B

“COMPARE TO MARKET VALUE”

Form 990, Page 6, Part VI, Line 19

“Governing documents are mailed, faxed or emailed when requested.”

Filing and Contact Details

Filer

Filer Name
Johnsie and Aubary Montgomery Inst
EIN
20-4238821
Phone
2814695584
Address
PO BOX 451244, HOUSTON, TX 77245
Doing Business As
Johnsie and Aubary Montgomery Inst

Signing Officer

Name
Baxter Montgomery
Title
Executive Director
Phone
2814695584
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Baxter Montgomery
Formed
2006
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
J Otis Mitchell Co Pc
Address
10777 WESTHEIMER RD STE 1100, HOUSTON, TX 77042
Preparer
J Otis Mitchell
Phone
7137830211
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“Johnsie and aubary montgomery inst”

FORM 990 - ORGANIZATION'S MISSION

“Providing medical education for individuals with known cardiovascular disease (diseases of the heart and blood vessels). The medical educational topics will address many aspects of heart disease and its various risk factors (i.e. Coronary disease, hypertension, poor nutrition, diabetes, elevated cholesterol disease, etc.). Educational formats will be multifaceted including lecture series by local and national healthcare specialists, patient support groups and special "how-to" courses (food preparation shopping courses, etc.). Educational series will be held atleast quarterly. The research aspect of the institute will consist of evaluating the clinical outcomes of individuals participating in the clinical programs. Prospective and retrospective studies will be designed as well. The jam institute proposes to create a state-of-the-art research and educational program, based within the community. The institute is currently developing materials (dvd's, books, pamphlets, website tools) establising an educational group, leasing a 60-person lecture area.”

Form 990, Page 2, Part III, Line 4D

“Boston scientific close the gap meetings: colaboration with boston scientific on the development of community educational programs regarding the disparities of health care for women and minorities. Colaboration with boston scientific on the development of community educational programs regarding the disparities of health care for women and minorities. Conducted houston town hall meetings.”

Form 990, Part XI, Line 9

“NET ASSET ADJ. 0”

Raw XML Appendix313 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0278242
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0470243
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING MEDICAL EDUCATION FOR INDIVIDUALS WITH KNOWN CARDIOVASCULAR DISEASE (DISEASES OF THE HEART AND BLOOD VESSELS). THE MEDICAL EDUCATIONAL TOPICS WILL ADDRESS MANY ASPECTS OF HEART DISEASE AND ITS VARIOUS RISK FACTORS (I.E. CORONARY DISEASE, HYPERTENSION, POOR NUTRITION, DIABETES, ELEVATED CHOLESTEROL DISEASE, ETC.). EDUCATIONAL FORMATS WILL BE MULTIFACETED INCLUDING LECTURE SERIES BY LOCAL AND NATIONAL HEALTHCARE SPECIALISTS, PATIENT SUPPORT GROUPS AND SPECIAL "HOW-TO" COURSES (FOOD PREPARATION SHOPPING COURSES, ETC.). EDUCATIONAL SERIES WILL BE HELD ATLEAST QUARTERLY. THE RESEARCH ASPECT OF THE INSTITUTE WILL CONSIST OF EVALUATING THE CLINICAL OUTCOMES OF INDIVIDUALS PARTICIPATING IN THE CLINICAL PROGRAMS. PROSPECTIVE AND RETROSPECTIVE STUDIES WILL BE DESIGNED AS WELL. THE JAM INSTITUTE PROPOSES TO CREATE A STATE-OF-THE-ART RESEARCH AND EDUCATIONAL PROGRAM, BASED WITHIN THE COMMUNITY. THE INSTITUTE IS CURRENTLY DEVELOPING MATERIALS (DVD'S, BOOKS, PAMPHLETS, WEBSITE TOOLS) ESTAB
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0817
IRS990/AdvertisingGrp/ProgramServicesAmt07353
IRS990/AdvertisingGrp/TotalAmt08170
IRS990/AllOtherContributionsAmt0457435
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011103
IRS990/AllOtherExpensesGrp/TotalAmt011103
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0J OTIS MITCHELL CO PC
IRS990/BooksInCareOfDetail/PhoneNum07137830211
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010777 WESTHEIMER
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077042
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05703
IRS990/CashNonInterestBearingGrp/EOYAmt034152
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0457435
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0594318
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-136883
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0594318
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0457435
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01166
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03496
IRS990/DepreciationDepletionGrp/TotalAmt04662
IRS990/Desc0BOSTON SCIENTIFIC CLOSE THE GAP MEETINGS: COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. CONDUCTED HOUSTON TOWN HALL MEETINGS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0JOHNSIE AND AUBARY MONTGOMERY INST
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0537358
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02344
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt021100
IRS990/FeesForServicesAccountingGrp/TotalAmt023444
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0BAXTER MONTGOMERY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1J OTIS MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm2BAXTER MONTGOMERY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0457435
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033661
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016294
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038005
IRS990/LandBldgEquipCostOrOtherBssAmt071666
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt075234
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt075234
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING MEDICAL EDUCATION FOR INDIVIDUALS WITH KNOWN CARDIOVASCULAR DISEASE (DISEASES OF THE HEART AND BLOOD VESSELS). THE MEDICAL EDUCATIONAL TOPICS WILL ADDRESS MANY ASPECTS OF HEART DISEASE AND ITS VARIOUS RISK FACTORS (I.E. CORONARY DISEASE, HYPERTENSION, POOR NUTRITION, DIABETES, ELEVATED CHOLESTEROL DISEASE, ETC.). EDUCATIONAL FORMATS WILL BE MULTIFACETED INCLUDING LECTURE SERIES BY LOCAL AND NATIONAL HEALTHCARE SPECIALISTS, PATIENT SUPPORT GROUPS AND SPECIAL "HOW-TO" COURSES (FOOD PREPARATION SHOPPING COURSES, ETC.). EDUCATIONAL SERIES WILL BE HELD ATLEAST QUARTERLY. THE RESEARCH ASPECT OF THE INSTITUTE WILL CONSIST OF EVALUATING THE CLINICAL OUTCOMES OF INDIVIDUALS PARTICIPATING IN THE CLINICAL PROGRAMS. PROSPECTIVE AND RETROSPECTIVE STUDIES WILL BE DESIGNED AS WELL. THE JAM INSTITUTE PROPOSES TO CREATE A STATE-OF-THE-ART RESEARCH AND EDUCATIONAL PROGRAM, BASED WITHIN THE COMMUNITY. THE INSTITUTE IS CURRENTLY DEVELOPING MATERIALS (DVD'S, BOOKS, PAMPHLETS, WEBSITE TOOLS) ESTAB
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0586775
IRS990/NetAssetsOrFundBalancesEOYAmt0449891
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0586775
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0449892
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt07430
IRS990/OccupancyGrp/ProgramServicesAmt042105
IRS990/OccupancyGrp/TotalAmt049535
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2LICENSES
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028817
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116386
IRS990/OtherExpensesGrp/ProgramServicesAmt0259351
IRS990/OtherExpensesGrp/ProgramServicesAmt1147469
IRS990/OtherExpensesGrp/ProgramServicesAmt235189
IRS990/OtherExpensesGrp/ProgramServicesAmt310192
IRS990/OtherExpensesGrp/TotalAmt0288168
IRS990/OtherExpensesGrp/TotalAmt1163855
IRS990/OtherExpensesGrp/TotalAmt235189
IRS990/OtherExpensesGrp/TotalAmt310192
IRS990/OtherLiabilitiesGrp/EOYAmt0462200
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0918254
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01385411
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BAXTER MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BOSTON SCIENTIFIC CLOSE THE GAP MEETINGS: COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. CONDUCTED HOUSTON TOWN HALL MEETINGS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0444645
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0408930
IRS990/PYRevenuesLessExpensesAmt035715
IRS990/PYTotalExpensesAmt0408930
IRS990/PYTotalRevenueAmt0444645
IRS990/ReconcilationRevenueExpnssAmt0-136883
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0457435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0444645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0286595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0386344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0602568
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02177587
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02177587
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0457435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0444645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0286595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0386344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0602568
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02177587
IRS990ScheduleA/TotalSupportAmt02177587
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt038005
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033661
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt071666
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0462200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SBA LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038005
IRS990ScheduleD/TotalLiabilityAmt0462200
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt075234
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt069481
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0BAXTER MONTGOMERY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt075234
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHNSIE AND AUBARY MONTGOMERY INST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDING MEDICAL EDUCATION FOR INDIVIDUALS WITH KNOWN CARDIOVASCULAR DISEASE (DISEASES OF THE HEART AND BLOOD VESSELS). THE MEDICAL EDUCATIONAL TOPICS WILL ADDRESS MANY ASPECTS OF HEART DISEASE AND ITS VARIOUS RISK FACTORS (I.E. CORONARY DISEASE, HYPERTENSION, POOR NUTRITION, DIABETES, ELEVATED CHOLESTEROL DISEASE, ETC.). EDUCATIONAL FORMATS WILL BE MULTIFACETED INCLUDING LECTURE SERIES BY LOCAL AND NATIONAL HEALTHCARE SPECIALISTS, PATIENT SUPPORT GROUPS AND SPECIAL "HOW-TO" COURSES (FOOD PREPARATION SHOPPING COURSES, ETC.). EDUCATIONAL SERIES WILL BE HELD ATLEAST QUARTERLY. THE RESEARCH ASPECT OF THE INSTITUTE WILL CONSIST OF EVALUATING THE CLINICAL OUTCOMES OF INDIVIDUALS PARTICIPATING IN THE CLINICAL PROGRAMS. PROSPECTIVE AND RETROSPECTIVE STUDIES WILL BE DESIGNED AS WELL. THE JAM INSTITUTE PROPOSES TO CREATE A STATE-OF-THE-ART RESEARCH AND EDUCATIONAL PROGRAM, BASED WITHIN THE COMMUNITY. THE INSTITUTE IS CURRENTLY DEVELOPING MATERIALS (DVD'S, BOOKS, PAMPHLETS, WEBSITE TOOLS) ESTABLISING AN EDUCATIONAL GROUP, LEASING A 60-PERSON LECTURE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOSTON SCIENTIFIC CLOSE THE GAP MEETINGS: COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. CONDUCTED HOUSTON TOWN HALL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUR CPA PREPARES THE FORM 990 FOR THE BOARD OF DIRECTORS REVIEW. ONCE THE BOARD APPROVES THE FORM 990 OUR CPA FILES THE RETURN ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECTORS, TRUSTEES, OFFICERS AND OTHERS COVERED BY THE POLICY TO DISCLOSE, IN WRITING, ON A ANNUAL BASIS ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL, OR A MEMBER OF THE INDIVIDUALS FAMILY, HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH THE CHARITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPARE TO MARKET VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPARE TO MARKET VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS ARE MAILED, FAXED OR EMAILED WHEN REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NET ASSET ADJ. 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0940251
IRS990/TotalAssetsEOYAmt01457568
IRS990/TotalAssetsGrp/BOYAmt0940251
IRS990/TotalAssetsGrp/EOYAmt01457568
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0457435
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056960
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0537358
IRS990/TotalFunctionalExpensesGrp/TotalAmt0594318
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0353476
IRS990/TotalLiabilitiesEOYAmt01007677
IRS990/TotalLiabilitiesGrp/BOYAmt0353476
IRS990/TotalLiabilitiesGrp/EOYAmt01007677
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0586775
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0449892
IRS990/TotalProgramServiceExpensesAmt0537358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0457435
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0940251
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01457569
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 451244
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077245
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAXTER MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02814695584
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSIE AND AUBARY MONTGOMERY INST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONTGOMERY
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0204238821
ReturnHeader/Filer/PhoneNum02814695584
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 451244
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077245
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760143330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J OTIS MITCHELL CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010777 WESTHEIMER RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077042
ReturnHeader/PreparerPersonGrp/PhoneNum07137830211
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J OTIS MITCHELL
ReturnHeader/ReturnTs02023-11-15T15:47:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BAXTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.