Civic Intelligence

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

990 • Fiscal year 2020 • EIN 20-4238821

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

73rd percentile

0.25x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.65x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

91st percentile

107%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-26%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$736,783

Up $381,460 (+107%) from 2019

Net Assets

Up

$551,060

Up $311,979 (+130%) from 2019

Liabilities

Up

$185,723

Up $69,481 (+60%) from 2019

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin73rd percentile

Revenue

Down

$286,595

Down $99,817 (-26%) from 2019

Expenses

Down

$222,753

Down $8,376 (-3.6%) from 2019

Net Income

Down

$63,842

Down $91,441 (-59%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$736,783
Liabilities$185,723
Net Assets$551,060
Open 2020 Filing

Operations Trend

Revenue Growth22nd 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

2020

Revenue$286,595
Expenses$222,753
Net Income$63,842
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$286,595
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$579,886$702,023▲ $122,137
Loans From Officers Directors-$69,481-
Land, Buildings, and Equipment, Net$16,854$20,788▲ $3,934
Cash and Non-Interest-Bearing Accounts$6,720$13,972▲ $7,252
Total Assets$603,460$736,783▲ $133,323
Liabilities
Accounts Payable and Accrued Expenses$116,242$116,242→ $0
Total Liabilities$116,242$185,723▲ $69,481
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$487,218$551,060▲ $63,842
Total Net Assets Fund Balance$487,218$551,060▲ $63,842
Total Liabilities and Net Assets / Fund Balance$603,460$736,783▲ $133,323

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,788$24,504$45,292
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$286,595
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$63,842
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,753
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$53,342$5,927-$59,269
Conferences and Meetings$8,255--$8,255
Other Expenses$16,670$5,189-$5,189
Fees for Services Accounting$3,925--$3,925
Depreciation Depletion$2,929$977-$3,906
Advertising$3,454--$3,454
Office Expenses$1,641--$1,641
Total Functional Expenses$193,989$28,764$0$222,753
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-$69,481-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
2021-11-11
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, Part XI, Line 9

“NET ASSET ADJ. 0”

Raw XML Appendix302 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/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/ExplanationTxt2OUR 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/ExplanationTxt3DIRECTORS, 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/ExplanationTxt4COMPARE TO MARKET VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPARE TO MARKET VALUE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE MAILED, FAXED OR EMAILED WHEN REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NET ASSET ADJ. 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$736,783
Liabilities
$185,723
Net assets
$551,060
Revenue
$286,595
Expenses
$222,753
Net income
$63,842
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
2020Detailed filing. Detailed filing data is available for this year.$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