Liabilities / Assets
100th percentile
Higher debt load relative to assets than 100% of similar nonprofits.
Johnsie & Aubary Montgomery Institute of Med Edu & Research Inc.
990 • Fiscal year 2023 • EIN 20-4238821
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
5.50x
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
1st percentile
Faster asset growth than 1% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Balance Sheet
Assets
Down$163,033
Down $1,294,535 (-89%) from 2022
Net Assets
Down-$733,016
Down $1,182,907 (-263%) from 2022
Liabilities
Down$896,049
Down $111,628 (-11%) from 2022
Revenue And Expenses
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
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Jan 30, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $1,228,464
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 | $120,320 | $120,320 | → $0 |
| Land, Buildings, and Equipment, Net | $38,005 | $31,307 | ▼ $6,698 |
| Cash and Non-Interest-Bearing Accounts | $34,153 | $11,406 | ▼ $22,747 |
| Total Assets | $192,478 | $163,033 | ▼ $29,445 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $462,200 | $462,200 | → $0 |
| Accounts Payable and Accrued Expenses | $295,941 | $433,849 | ▲ $137,908 |
| Total Liabilities | $758,141 | $896,049 | ▲ $137,908 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $-565,663 | $-733,016 | ▼ $167,353 |
| Total Net Assets Fund Balance | $-565,663 | $-733,016 | ▼ $167,353 |
| Total Liabilities and Net Assets / Fund Balance | $192,478 | $163,033 | ▼ $29,445 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $31,307 | $40,359 | $71,666 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Baxter Montgomery Jr | Director |
| J Otis Mitchell | Director |
| Baxter Montgomery | Executive Di |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $1,228,464
- Program Service Revenue
- $0
- Investment Income
- $0
- Other Revenue
- $0
- All Other Contributions
- $1,228,464
- Change in Net Assets
- $-167,354
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $1,395,818 |
| 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 | $88,229 | - | - | $88,229 |
| Conferences and Meetings | $60,589 | - | - | $60,589 |
| Advertising | $20,485 | - | - | $20,485 |
| Depreciation Depletion | $6,699 | - | - | $6,699 |
| Other Expenses | $2,460 | $31,510 | - | $2,460 |
| Fees for Services Accounting | $2,100 | - | - | $2,100 |
| Total Functional Expenses | $1,244,044 | $151,774 | $0 | $1,395,818 |
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
- 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
- 2025-01-30
- 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
“Book / tax depreciation difference 1 net asset adj. 0 total 1”
Raw XML Appendix298 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/ExplanationTxt | 1 | 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 | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 | 4 | 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 | 5 | COMPARE TO MARKET VALUE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | COMPARE TO MARKET VALUE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | GOVERNING DOCUMENTS ARE MAILED, FAXED OR EMAILED WHEN REQUESTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | BOOK / TAX DEPRECIATION DIFFERENCE 1 NET ASSET ADJ. 0 TOTAL 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 1, ITEM C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART XI, LINE 9 |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | J OTIS MITCHELL CO PC |
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| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $163,033
- Liabilities
- $896,049
- Net assets
- -$733,016
- Revenue
- $1,228,464
- Expenses
- $1,395,818
- Net income
- -$167,354