Civic Intelligence

Montgomery Supported Housing Inc.

990 • Fiscal year 2019 • EIN 26-2526385

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 24, 2020

PO Box 3067Conroe, TX 77305

(936) 521-6100

Siviq Scores

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

Liabilities / Assets

35th percentile

0.02x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.27x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

1.3%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,810,729

Down $38,675 (-2.1%) from 2018

Net Assets

Down

$1,766,723

Down $41,823 (-2.3%) from 2018

Liabilities

Up

$44,006

Up $3,148 (+7.7%) from 2018

Revenue

Up

$161,253

Up $2,032 (+1.3%) from 2018

Expenses

Up

$203,076

Up $9,210 (+4.8%) from 2018

Net Income

Down

-$41,823

Down $7,178 (-21%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,338,857Liabilities 2011: $113,156Net Assets 2011: $2,225,7012011Assets 2012: $2,196,816Liabilities 2012: $52,025Net Assets 2012: $2,144,7912012Assets 2013: $2,139,830Liabilities 2013: $66,569Net Assets 2013: $2,073,2612013Assets 2014: $2,061,929Liabilities 2014: $29,526Net Assets 2014: $2,032,4032014Assets 2015: $1,993,949Liabilities 2015: $46,179Net Assets 2015: $1,947,7702015Assets 2016: $1,944,362Liabilities 2016: $46,992Net Assets 2016: $1,897,3702016Assets 2017: $1,890,136Liabilities 2017: $46,945Net Assets 2017: $1,843,1912017Assets 2018: $1,849,404Liabilities 2018: $40,858Net Assets 2018: $1,808,5462018Assets 2019: $1,810,729Liabilities 2019: $44,006Net Assets 2019: $1,766,7232019Assets 2020: $1,771,426Liabilities 2020: $56,782Net Assets 2020: $1,714,6442020Assets 2021: $1,718,558Liabilities 2021: $43,772Net Assets 2021: $1,674,7862021Assets 2022: $1,670,102Liabilities 2022: $45,488Net Assets 2022: $1,624,6142022Assets 2023: $1,638,157Liabilities 2023: $54,143Net Assets 2023: $1,584,0142023Assets 2024: $1,589,584Liabilities 2024: $46,181Net Assets 2024: $1,543,4032024Assets 2025: $1,526,700Liabilities 2025: $50,513Net Assets 2025: $1,476,1872025

Highlighted filing

2019

Assets$1,810,729
Liabilities$44,006
Net Assets$1,766,723

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $84,7722011Expenses 2012: $166,3742012Revenue 2013: $99,164Expenses 2013: $170,694Net Income 2013: -$71,5302013Revenue 2014: $141,209Expenses 2014: $182,067Net Income 2014: -$40,8582014Revenue 2015: $113,684Expenses 2015: $198,317Net Income 2015: -$84,6332015Revenue 2016: $131,446Expenses 2016: $181,846Net Income 2016: -$50,4002016Revenue 2017: $146,919Expenses 2017: $201,098Net Income 2017: -$54,1792017Revenue 2018: $159,221Expenses 2018: $193,866Net Income 2018: -$34,6452018Revenue 2019: $161,253Expenses 2019: $203,076Net Income 2019: -$41,8232019Revenue 2020: $169,527Expenses 2020: $221,606Net Income 2020: -$52,0792020Revenue 2021: $187,902Expenses 2021: $227,760Net Income 2021: -$39,8582021Revenue 2022: $184,207Expenses 2022: $234,379Net Income 2022: -$50,1722022Revenue 2023: $199,495Expenses 2023: $240,095Net Income 2023: -$40,6002023Revenue 2024: $221,428Expenses 2024: $262,039Net Income 2024: -$40,6112024Revenue 2025: $213,011Expenses 2025: $280,227Net Income 2025: -$67,2162025

Highlighted filing

2019

Revenue$161,253
Expenses$203,076
Net Income-$41,823
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 24, 2020
Return Version
2019v5.0
Gross Receipts
$161,253
Mission and Program Overview

Mission

Provided individuals with disabilities with housing facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,760,061$1,709,610▼ $50,451
Savings and Temporary Cash Investments$11,850$12,434▲ $584
Cash and Non-Interest-Bearing Accounts$7,970$5,167▼ $2,803
Prepaid Expenses and Deferred Charges$2,244$3,813▲ $1,569
Accounts Receivable$2,844$2,853▲ $9
Total Assets$1,849,404$1,810,729▼ $38,675
Other Assets Total$64,435$76,852▲ $12,417
Liabilities
Accounts Payable and Accrued Expenses$33,082$35,190▲ $2,108
Other Liabilities$7,767$8,800▲ $1,033
Deferred Revenue$9$16▲ $7
Total Liabilities$40,858$44,006▲ $3,148
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,166,712$2,166,712→ $0
Net Assets Without Donor Restrictions$-358,166$-399,989▼ $41,823
Total Net Assets Fund Balance$1,808,546$1,766,723▼ $41,823
Total Liabilities and Net Assets / Fund Balance$1,849,404$1,810,729▼ $38,675

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,578,610$434,389$2,012,999
Land$131,000-$131,000
Equipment-$92,014$92,014
Other Land Buildings-$16,490$16,490
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sharon WalkerPresident
Jane FettermanBoard Member
Barbara DurenSecretary
Mike CooleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$161,213
Investment Income
$40
Other Revenue
$0
Change in Net Assets
$-41,823

Audited Revenue Reconciliation

Revenue per Audited Statements
$161,253
Total Revenue per Audited Statements
$161,253
Total Revenue per Form 990
$161,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,744
Salaries, Compensation, and Employee Benefits$52,332
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$56,261--$56,261
Depreciation Depletion$50,451--$50,451
Other Salaries and Wages$46,710--$46,710
Insurance$12,497--$12,497
Fees for Services Management-$8,856-$8,856
Fees for Services Accounting-$8,683-$8,683
Office Expenses$6,669--$6,669
Payroll Taxes$3,819--$3,819
Other Employee Benefits$1,803--$1,803
Conferences and Meetings$1,619--$1,619
Other Expenses$600--$600
All Other Expenses$154--$154
Total Functional Expenses$185,537$17,539$0$203,076

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$203,076
Total Expenses per Audited Statements$203,076
Total Expenses per Form 990$203,076
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Deposits Held in Trust$5,518
Miscellaneous Current Liabilities$2,290
Bank Overdraft$623
Insurance Due$369
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Management of the company is performed by employees of mcdougal property management, llc under an agreement approved by hud.

Form 990, Page 6, Part VI, Line 11B

The directors receive a pdf copy of the form 990 for review prior to it being filed.

Form 990, Page 6, Part VI, Line 15A

The top officials are not compensated for their services.

Form 990, Page 6, Part VI, Line 15B

Salaries of key employees are approved by the management company and the board of directors. The salaries are based on apartment industry standards.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial information are made available to the public via a pdf file upon request.

Filing and Contact Details

Filer

Filer Name
Montgomery Supported Housing Inc
EIN
26-2526385
Phone
9365216100
Address
PO BOX 3067, CONROE, TX 77305
Doing Business As
Independence Place

Signing Officer

Name
Sharon Walker
Title
President
Phone
9367568331
Signed
2020-03-24

Organization Details

Principal Officer
Sharon Walker
Formed
2008
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Carlos Taboada & Company Pc
Address
1001 S DAIRY ASHFORD STE 370, HOUSTON, TX 77077-2333
Preparer
Carlos Taboada
Phone
2816063011
Supplemental Narrative

Additional Explanations

Form 990

The taxpayer is a component unit of tri-county behavioral healthcare, a local authority of the state of texas.

Raw XML Appendix380 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0131392
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0113604
IRS990ScheduleA/Total509Grp/TotalAmt0712278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0161253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0159221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0146919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0131446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0113684
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0712523
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01578610
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0434389
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02012999
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092014
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt092014
IRS990ScheduleD/ExpensesSubtotalAmt0203076
IRS990ScheduleD/LandGrp/BookValueAmt0131000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0131000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016490
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016490
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2623
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3369
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MISCELLANEOUS CURRENT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2BANK OVERDRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3INSURANCE DUE
IRS990ScheduleD/RevenueSubtotalAmt0161253
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01709610
IRS990ScheduleD/TotalExpensesPerForm990Amt0203076
IRS990ScheduleD/TotalLiabilityAmt08800
IRS990ScheduleD/TotalRevenuePerForm990Amt0161253
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0161253
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0203076
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAXPAYER IS A COMPONENT UNIT OF TRI-COUNTY BEHAVIORAL HEALTHCARE, A LOCAL AUTHORITY OF THE STATE OF TEXAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT OF THE COMPANY IS PERFORMED BY EMPLOYEES OF MCDOUGAL PROPERTY MANAGEMENT, LLC UNDER AN AGREEMENT APPROVED BY HUD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTORS RECEIVE A PDF COPY OF THE FORM 990 FOR REVIEW PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TOP OFFICIALS ARE NOT COMPENSATED FOR THEIR SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARIES OF KEY EMPLOYEES ARE APPROVED BY THE MANAGEMENT COMPANY AND THE BOARD OF DIRECTORS. THE SALARIES ARE BASED ON APARTMENT INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS AND FINANCIAL INFORMATION ARE MADE AVAILABLE TO THE PUBLIC VIA A PDF FILE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01849404
IRS990/TotalAssetsEOYAmt01810729
IRS990/TotalAssetsGrp/BOYAmt01849404
IRS990/TotalAssetsGrp/EOYAmt01810729
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017539
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185537
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203076
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040858
IRS990/TotalLiabilitiesEOYAmt044006
IRS990/TotalLiabilitiesGrp/BOYAmt040858
IRS990/TotalLiabilitiesGrp/EOYAmt044006
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01808546
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01766723
IRS990/TotalProgramServiceExpensesAmt0185537
IRS990/TotalProgramServiceRevenueAmt0161213
IRS990/TotalRevenueGrp/ExclusionAmt040
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0161213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0161253
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01849404
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01810729
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3067
IRS990/USAddress/CityNm0CONROE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077305
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHARON WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09367568331
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTGOMERY SUPPORTED HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0262526385
ReturnHeader/Filer/PhoneNum09365216100
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3067
ReturnHeader/Filer/USAddress/CityNm0CONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId068391443E8F1BC2764ED7965D92710CBD1985FD8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId068391443E8F1BC2764ED7965D92710CBD1985FD8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.213.39.102
ReturnHeader/FilingSecurityInformation/IPDt02020-04-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:40:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452609906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLOS TABOADA & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 S DAIRY ASHFORD STE 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770772333
ReturnHeader/PreparerPersonGrp/PhoneNum02816063011
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLOS TABOADA
ReturnHeader/ReturnTs02020-04-15T11:40:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.05$1.48$0.21$0.28$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.05$1.54$0.22$0.26$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.05$1.58$0.20$0.24$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.05$1.62$0.18$0.23$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.04$1.67$0.19$0.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.06$1.71$0.17$0.22$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.04$1.77$0.16$0.20$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.04$1.81$0.16$0.19$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.05$1.84$0.15$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.94$0.05$1.90$0.13$0.18$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.05$1.95$0.11$0.20$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.06$0.03$2.03$0.14$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.07$2.07$0.10$0.17$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.05$2.14$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.11$2.23$0.08