Civic Intelligence

Johnsie & Aubary Montgomery Institute of Med Edu & Research Inc.

990 • Fiscal year 2017 • EIN 20-4238821

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization ProfileNA
PO Box 451244Houston, TX 77245

(281) 469-5584

Siviq Scores

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

Liabilities / Assets

90th percentile

0.56x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

44th percentile

0.8%

Higher net margin than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.6%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-2.4%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$208,655

Up $3,308 (+1.6%) from 2016

Net Assets

Up

$92,413

Up $3,308 (+3.7%) from 2016

Liabilities

Flat

$116,242

Flat from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin44th percentile

Revenue

Down

$422,392

Down $10,477 (-2.4%) from 2016

Expenses

Up

$419,084

Up $1,266 (+0.3%) from 2016

Net Income

Down

$3,308

Down $11,743 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$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

2017

Assets$208,655
Liabilities$116,242
Net Assets$92,413
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$422,392
Expenses$419,084
Net Income$3,308
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$422,392
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$176,014$176,014→ $0
Land, Buildings, and Equipment, Net$24,905$21,463▼ $3,442
Cash and Non-Interest-Bearing Accounts$1,323$8,928▲ $7,605
Total Assets$205,347$208,655▲ $3,308
Other Assets Total$3,105$2,250▼ $855
Liabilities
Accounts Payable and Accrued Expenses$116,242$116,242→ $0
Total Liabilities$116,242$116,242→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$89,105$92,413▲ $3,308
Total Net Assets Fund Balance$89,105$92,413▲ $3,308
Total Liabilities and Net Assets / Fund Balance$205,347$208,655▲ $3,308

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$21,463$13,310$34,773
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Don MontgomeryDirector
J Otis MitchellDirector
Scott Van NoteDirector
Baxter MontgomeryExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$415,622
Investment Income
$0
Other Revenue
$6,770
Change in Net Assets
$3,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,084
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
Office Expenses$85,255$19-$85,274
Occupancy$37,820$37,821-$75,641
All Other Expenses$15,136--$15,136
Other Expenses$14,863--$14,863
Fees for Services Accounting$6,630$1,170-$7,800
Travel$5,575$293-$5,868
Depreciation Depletion$3,270$172-$3,442
Advertising$735$130-$865
Total Functional Expenses$379,479$39,605$0$419,084
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
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

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
2018-11-12
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 - 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 Appendix319 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING 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/ExplanationTxt1OUR 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/ExplanationTxt2DIRECTORS, 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/ExplanationTxt3COMPARE TO MARKET VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPARE TO MARKET VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MAILED, FAXED OR EMAILED WHEN REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0379479
IRS990/TotalFunctionalExpensesGrp/TotalAmt0419084
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt0116242
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IRS990/TotalProgramServiceExpensesAmt0379479
IRS990/TotalProgramServiceRevenueAmt0415622
IRS990/TotalRevenueGrp/ExclusionAmt0415622
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06770
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0422392
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IRS990/USAddress/StateAbbreviationCd0TX
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IRS990/WebsiteAddressTxt0NA
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ReasonableCauseExplanation/ExplanationTxt0OUR FORM 990 WAS DELAYED DUE TO THE EFFECTS OF HURRICANE HARVEY. OUR CPA FIM, J. OTIS MITCHELL CO., P.C. IS LOCATED IN HOUSTON, TEXAS (10777 WESTHEIMER, SUITE 1100, HOUSTON, TX 77042) WHICH WAS DECLARED A NATURAL DISASTER AS A RESULT OF THE DEVESTATION AND DESTRUCTION CAUSED BY THE FLOOD WATERS OF HURRICANE HARVEY. OUR CPA'S DATABASE WAS SEVERLY DAMAGED DURING THE HURRICANE CAUSING THEM TO REBUILD THEIR DATABASE FROM THE DOCUMENTS THAT WERE NOT DESTROYED. UNFORTUNATELY SOME OF THE CLIENT INFORMATION WAS MISSED. THEY HAVE TAKEN ALL THE NECESSARY STEPS TO INSURE THAT ALL CLIENT INFORMATION IS NOW INCLUDED IN THEIR DATABASE. ALSO, SOME OF OUR RECORDS WERE DESTROYED IN THE FLOOD WATERS AND IT HAS TAKEN AWHILE TO RECOVER THE DOCUMENTS NECESSARY TO COMPLETE THIS RETURN. OUR CPA'S OPERATIONS WERE ADVERSELY AFFECTED AS A RESULT OF THE DEVESTATING FLOOD WATERS, THEREFORE MAKING IT DIFFICULT TO PROCESS OUR RETURN TIMELY. PLEASE ABATE ANY PENALTIES AND RELATED INTEREST.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAXTER MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02814695584
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHNSIE AND AUBARY MONTGOMERY INST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0204238821
ReturnHeader/Filer/PhoneNum02814695584
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 451244
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:52:59
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/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J OTIS MITCHELL
ReturnHeader/ReturnTs02018-11-14T13:52:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$208,655
Liabilities
$116,242
Net assets
$92,413
Revenue
$422,392
Expenses
$419,084
Net income
$3,308
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
2017Detailed filing. Detailed filing data is available for this year.$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