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.”
Johnsie & Aubary Montgomery Institute of Med Edu & Research Inc.
990 • Fiscal year 2022 • EIN 20-4238821
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Balance Sheet
Assets
Down$192,478
Down $747,773 (-80%) from 2021
Net Assets
Down-$565,663
Down $1,152,438 (-196%) from 2021
Liabilities
Up$758,141
Up $404,665 (+114%) from 2021
Revenue And Expenses
Revenue
Up$457,435
Up $12,790 (+2.9%) from 2021
Expenses
Up$1,609,868
Up $1,200,938 (+294%) from 2021
Net Income
Down-$1,152,433
Down $1,188,148 (-3327%) from 2021
Historical Trend
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Other Notes and Loans Receivable, Net | $918,254 | $120,320 | ▼ $797,934 |
| Loans From Officers Directors | $75,234 | - | - |
| Land, Buildings, and Equipment, Net | $16,294 | $38,005 | ▲ $21,711 |
| Cash and Non-Interest-Bearing Accounts | $5,703 | $34,153 | ▲ $28,450 |
| Total Assets | $940,251 | $192,478 | ▼ $747,773 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | - | $462,200 | - |
| Accounts Payable and Accrued Expenses | $278,242 | $295,941 | ▲ $17,699 |
| Total Liabilities | $353,476 | $758,141 | ▲ $404,665 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $586,775 | $-565,663 | ▼ $1,152,438 |
| Total Net Assets Fund Balance | $586,775 | $-565,663 | ▼ $1,152,438 |
| Total Liabilities and Net Assets / Fund Balance | $940,251 | $192,478 | ▼ $747,773 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $38,005 | $33,661 | $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
- $457,435
- Program Service Revenue
- $0
- Investment Income
- $0
- Other Revenue
- $0
- All Other Contributions
- $457,435
- Change in Net Assets
- $-1,152,433
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $1,609,868 |
| 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 | $42,105 | $7,430 | - | $49,535 |
| Other Expenses | $35,189 | $16,386 | - | $35,189 |
| Fees for Services Accounting | $21,100 | $2,344 | - | $23,444 |
| All Other Expenses | $21,295 | - | - | $21,295 |
| Advertising | $7,353 | $817 | - | $8,170 |
| Depreciation Depletion | $3,496 | $1,166 | - | $4,662 |
| Total Functional Expenses | $1,462,591 | $147,277 | $0 | $1,609,868 |
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
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $75,234 | - | - |
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 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, Page 1, Item B
“Correct an error or omission to your expenses.”
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. -5”
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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 | CORRECT AN ERROR OR OMISSION TO YOUR EXPENSES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 | 3 | 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 | 4 | 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 | 5 | 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 | 6 | COMPARE TO MARKET VALUE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | COMPARE TO MARKET VALUE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | GOVERNING DOCUMENTS ARE MAILED, FAXED OR EMAILED WHEN REQUESTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | NET ASSET ADJ. -5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 1, ITEM C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 1, ITEM B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PART XI, LINE 9 |
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| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 940251 |
| IRS990/TotalAssetsEOYAmt | 0 | 192478 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 940251 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 192478 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 457435 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 147277 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1462591 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1609868 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 353476 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 758141 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 353476 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 758141 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 586775 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | -565663 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1462591 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 457435 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 940251 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 192478 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 451244 |
| IRS990/USAddress/CityNm | 0 | HOUSTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 77245 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | NA |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| 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 | 2023-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | JOHNSIE AND AUBARY MONTGOMERY INST |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | MONTGOMERY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JOHN |
| ReturnHeader/Filer/EIN | 0 | 204238821 |
| ReturnHeader/Filer/PhoneNum | 0 | 2814695584 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 451244 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HOUSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77245 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 760143330 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | J OTIS MITCHELL CO PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 10777 WESTHEIMER RD STE 1100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HOUSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 77042 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7137830211 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-01-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | J OTIS MITCHELL |
| ReturnHeader/ReturnTs | 0 | 2025-01-30T15:26:11-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $192,478
- Liabilities
- $758,141
- Net assets
- -$565,663
- Revenue
- $457,435
- Expenses
- $1,609,868
- Net income
- -$1,152,433