Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Johnsie & Aubary Montgomery Institute of Med Edu & Research Inc.
990 • Fiscal year 2013 • EIN 20-4238821
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
47th percentile
Higher net margin than 47% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
54th percentile
Faster asset growth than 54% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$159,857
Up $6,128 (+4.0%) from 2012
Net Assets
Up$159,857
Up $6,128 (+4.0%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue And Expenses
Revenue
$396,638
No earlier filing loaded for comparison.
Expenses
Up$390,510
Up $138,423 (+55%) from 2012
Net Income
$6,128
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Nov 5, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $396,638
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $148,522 | $152,576 | ▲ $4,054 |
| Land, Buildings, and Equipment, Net | $1,761 | $5,633 | ▲ $3,872 |
| Cash and Non-Interest-Bearing Accounts | $3,446 | $1,085 | ▼ $2,361 |
| Total Assets | $153,729 | $159,857 | ▲ $6,128 |
| Other Assets Total | - | $563 | - |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $153,729 | $159,857 | ▲ $6,128 |
| Total Net Assets Fund Balance | $153,729 | $159,857 | ▲ $6,128 |
| Total Liabilities and Net Assets / Fund Balance | $153,729 | $159,857 | ▲ $6,128 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $5,633 | $835 | $6,468 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Don Montgomery | Director |
| J Otis Mitchell | Director |
| Scott Van Note | Director |
| Baxter Montgomery | Exec Direct |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $396,638
- Investment Income
- $0
- Other Revenue
- $0
- Change in Net Assets
- $6,128
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $390,510 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Occupancy | $107,981 | $19,056 | - | $127,037 |
| Office Expenses | $37,104 | $9,863 | - | $46,967 |
| Advertising | $25,901 | $1,363 | - | $27,264 |
| Fees for Services Legal | $17,800 | $2,200 | - | $20,000 |
| Travel | $9,353 | $191 | - | $9,544 |
| Other Expenses | $5,657 | $998 | - | $6,655 |
| All Other Expenses | $4,855 | - | - | $4,855 |
| Fees for Services Accounting | $1,800 | - | - | $1,800 |
| Depreciation Depletion | $411 | $22 | - | $433 |
| Total Functional Expenses | $356,099 | $34,411 | $0 | $390,510 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
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 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
- EIN
- 20-4238821
- Phone
- 2814695584
Signing Officer
- Name
- Baxter Montgomery
- Title
- Executive Director
- Phone
- 2814695584
- Signed
- 2014-11-05
- 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
- Preparer
- J Otis Mitchell
- Phone
- 7137830211
Supplemental Narrative
Additional Explanations
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.”
Raw XML Appendix307 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/AccountantCompileOrReviewInd | 0 | true |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 1363 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 25901 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 27264 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 4855 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 4855 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | J OTIS MITCHELL CO PC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7137830211 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 10777 WESTHEIMER |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine2 | 0 | SUITE 1100 |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | HOUSTON |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 77042 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 3446 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1085 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 390510 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 396638 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 6128 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 390510 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 396638 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 22 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 411 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 433 |
| IRS990/Desc | 0 | 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. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DoingBusinessAsName/BusinessNameLine1 | 0 | JOHNSIE AND AUBARY MONTGOMERY INST |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 356099 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 1800 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1800 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 2200 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 17800 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 20000 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 19.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 15.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DON MONTGOMERY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | J OTIS MITCHELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SCOTT VAN NOTE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BAXTER MONTGOMERY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | EXEC DIRECT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 2006 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 396638 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 16 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 835 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1761 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 5633 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 6468 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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 |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 153729 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 159857 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 19056 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 107981 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 127037 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 9863 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 37104 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 46967 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 563 |
| IRS990/OtherExpensesGrp/Desc | 0 | PATIENT SERVICES |
| IRS990/OtherExpensesGrp/Desc | 1 | SMALL TOOLS AND EQUIPMEMT |
| IRS990/OtherExpensesGrp/Desc | 2 | BOOKS |
| IRS990/OtherExpensesGrp/Desc | 3 | BANK CHARGES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 718 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 998 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 124740 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 13648 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 6849 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 5657 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 124740 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 14366 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 6849 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 6655 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 148522 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 152576 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | BAXTER MONTGOMERY |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 396638 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 396638 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 110000 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYOtherExpensesAmt | 0 | 252087 |
| IRS990/PYOtherRevenueAmt | 0 | 8000 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 258602 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 124515 |
| IRS990/PYTotalExpensesAmt | 0 | 252087 |
| IRS990/PYTotalRevenueAmt | 0 | 376602 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 6128 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 396638 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 110000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 60263 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 142931 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 257277 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 967109 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 396638 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 967109 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 396638 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 110000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 60263 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 142931 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 257277 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 967109 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 967109 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 5633 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 835 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 6468 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 5633 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | COMPARE TO MARKET VALUE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | COMPARE TO MARKET VALUE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | GOVERNING DOCUMENTS ARE MAILED, FAXED OR EMAILED WHEN REQUESTED. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 153729 |
| IRS990/TotalAssetsEOYAmt | 0 | 159857 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 153729 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 159857 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 34411 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 356099 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 390510 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 153729 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 159857 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 356099 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 396638 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 396638 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 396638 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 153729 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 159857 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 191 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 9353 |
| IRS990/TravelGrp/TotalAmt | 0 | 9544 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 153729 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 159857 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | PO BOX 451244 |
| IRS990/USAddress/City | 0 | HOUSTON |
| IRS990/USAddress/State | 0 | TX |
| IRS990/USAddress/ZIPCode | 0 | 77245 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | NA |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReasonableCauseExplanation/ExplanationTxt | 0 | THE FOUNDER AND EXECUTIVE DIRECTOR OF THE JOHNSIE AND AUBARY MONTGOMERY INSTITUTE EXPERIENCED A LOSS IN 2013. DUE TO THE LOSS THEIR WAS SOME CONFUSION ON THE ACCOUNTANTS PART AS TO WHO WOULD HANDLE THE ACCOUNTING AND TAX RELATED DUTIES. WE HAVE ESTABLISHIED THAT J. OTIS MITCHELL CO., PC WILL CONTINUE TO PROVIDE ACCOUNTING SERVICES CURRENTLY AND IN THE FORSEEABLE FUTURE. PLEASE ABATE ALL PENALTIES AND RELATED INTEREST. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BAXTER MONTGOMERY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2814695584 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-11-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | JOHNSIE AND AUBARY MONTGOMERY INST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JOHN |
| ReturnHeader/Filer/EIN | 0 | 204238821 |
| ReturnHeader/Filer/PhoneNum | 0 | 2814695584 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO BOX 451244 |
| ReturnHeader/Filer/USAddress/City | 0 | HOUSTON |
| ReturnHeader/Filer/USAddress/State | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 77245 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 760143330 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | J OTIS MITCHELL CO PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 10777 WESTHEIMER RD STE 1100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | HOUSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 77042 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7137830211 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-11-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | J OTIS MITCHELL |
| ReturnHeader/ReturnTs | 0 | 2014-11-05T20:24:11-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $159,857
- Liabilities
- $0
- Net assets
- $159,857
- Revenue
- $396,638
- Expenses
- $390,510
- Net income
- $6,128