Civic Intelligence

Mountbatten House Inc.

990 • Fiscal year 2020 • EIN 59-6153086

Apr 01, 2019 to Mar 31, 2020 • Filed on May 21, 2020

9514 Meadowcroft DrHouston, TX 77003

(713) 502-7311

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

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

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

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

Net Margin

19th percentile

-15%

Higher net margin than 19% 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

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

54th percentile

1.5%

Faster revenue growth than 54% of similar nonprofits.

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

Assets

Down

$845,069

Down $105,133 (-11%) from 2019

Net Assets

Down

$839,069

Down $104,084 (-11%) from 2019

Liabilities

Down

$6,000

Down $1,049 (-15%) from 2019

Revenue

Up

$492,395

Up $7,496 (+1.5%) from 2019

Expenses

Up

$567,114

Up $28,310 (+5.3%) from 2019

Net Income

Down

-$74,719

Down $20,814 (-39%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,163,273Liabilities 2010: $19,965Net Assets 2010: $1,143,3082010Assets 2011: $1,177,338Liabilities 2011: $23,440Net Assets 2011: $1,153,8982011Assets 2012: $1,194,070Liabilities 2012: $22,306Net Assets 2012: $1,171,7642012Assets 2013: $1,166,765Liabilities 2013: $24,980Net Assets 2013: $1,141,7852013Assets 2014: $1,162,826Liabilities 2014: $18,150Net Assets 2014: $1,144,6762014Assets 2015: $1,164,443Liabilities 2015: $17,600Net Assets 2015: $1,146,8432015Assets 2016: $1,124,043Liabilities 2016: $13,800Net Assets 2016: $1,110,2432016Assets 2017: $1,035,469Liabilities 2017: $600Net Assets 2017: $1,034,8692017Assets 2018: $998,808Liabilities 2018: $1,750Net Assets 2018: $997,0582018Assets 2019: $950,202Liabilities 2019: $7,049Net Assets 2019: $943,1532019Assets 2020: $845,069Liabilities 2020: $6,000Net Assets 2020: $839,0692020Assets 2021: $943,882Liabilities 2021: $154,500Net Assets 2021: $789,3822021Assets 2022: $732,183Liabilities 2022: $78,000Net Assets 2022: $654,1832022Assets 2023: $471,691Liabilities 2023: $2,500Net Assets 2023: $469,1912023Assets 2024: $323,557Liabilities 2024: $6,000Net Assets 2024: $317,5572024Assets 2025: $77,966Liabilities 2025: $0Net Assets 2025: $77,9662025

Highlighted filing

2020

Assets$845,069
Liabilities$6,000
Net Assets$839,069

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $422,2412010Expenses 2011: $439,7332011Expenses 2012: $418,8482012Expenses 2013: $442,3162013Revenue 2014: $448,455Expenses 2014: $445,564Net Income 2014: $2,8912014Revenue 2015: $489,141Expenses 2015: $486,974Net Income 2015: $2,1672015Revenue 2016: $470,804Expenses 2016: $507,404Net Income 2016: -$36,6002016Revenue 2017: $409,326Expenses 2017: $484,700Net Income 2017: -$75,3742017Revenue 2018: $449,393Expenses 2018: $487,204Net Income 2018: -$37,8112018Revenue 2019: $484,899Expenses 2019: $538,804Net Income 2019: -$53,9052019Revenue 2020: $492,395Expenses 2020: $567,114Net Income 2020: -$74,7192020Revenue 2021: $363,775Expenses 2021: $515,036Net Income 2021: -$151,2612021Revenue 2022: $349,256Expenses 2022: $484,657Net Income 2022: -$135,4012022Revenue 2023: $329,870Expenses 2023: $515,360Net Income 2023: -$185,4902023Revenue 2024: $351,060Expenses 2024: $502,694Net Income 2024: -$151,6342024Revenue 2025: $127,657Expenses 2025: $367,248Net Income 2025: -$239,5912025

Highlighted filing

2020

Revenue$492,395
Expenses$567,114
Net Income-$74,719
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
May 21, 2020
Return Version
2019v5.0
Gross Receipts
$492,395
Mission and Program Overview

Mission

To provide aid to elderly people and to operate mountbatten house, a twenty four room personal care home in highlands, tx.

To provide aid to elderly individuals and to operate mountbatten house; a twenty four room personal care home in highlands, tx.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$758,846$713,779▼ $45,067
Land, Buildings, and Equipment, Net$125,194$104,166▼ $21,028
Cash and Non-Interest-Bearing Accounts$66,162$27,124▼ $39,038
Total Assets$950,202$845,069▼ $105,133
Liabilities
Other Liabilities$7,049$6,000▼ $1,049
Total Liabilities$7,049$6,000▼ $1,049
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$943,153$839,069▼ $104,084
Total Net Assets Fund Balance$943,153$839,069▼ $104,084
Total Liabilities and Net Assets / Fund Balance$950,202$845,069▼ $105,133

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$76,896$817,984$894,880
Land$27,270-$27,270
Compensation and Service Providers

Board Members and Trustees

NameTitle
Linda JessettPresident
Terry Velligan1st Vice Pre
Christine Parkin2nd Vice Pre
Nanette Scroggins3rd Vice Pre
Patricia McdonaldActivities
Claire CooperAdmissions
Alice PillsburyCorrespondin
Valerie FetherstonGrounds
Kay KempkenRecording Se
Pauline SymonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,436
Program Service Revenue
$349,763
Investment Income
$44,196
Other Revenue
$0
Change in Net Assets
$-74,719
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$337,122
Other Expenses$229,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$308,441--$308,441
Occupancy$91,882--$91,882
Depreciation Depletion-$28,028-$28,028
Payroll Taxes$23,595--$23,595
Insurance-$22,040-$22,040
Fees for Service Investment Mgmnt Fees$7,803--$7,803
Fees for Services Accounting-$7,300-$7,300
Fees for Services Other$6,139--$6,139
Other Employee Benefits$5,086--$5,086
Office Expenses$2,387$2,387-$4,774
Travel-$3,620-$3,620
Fees for Services Management-$2,550-$2,550
Advertising-$1,944-$1,944
Other Expenses$183$5,551-$183
Total Functional Expenses$493,694$73,420$0$567,114
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
Tenant Deposits$6,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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

The form 990 is reviewed by the signing officer before it is filed.

Form 990, Page 6, Part VI, Line 12C

The board performs regular and consistent monitoring of the policy.

Form 990, Page 6, Part VI, Line 19

The organization makes the governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Mountbatten House Inc
EIN
59-6153086
Phone
7135027311
Address
9514 MEADOWCROFT DR, HOUSTON, TX 77003

Signing Officer

Name
Linda Jessett
Title
President
Phone
7135027311
Signed
2020-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Jessett
Formed
1975
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
14
Volunteers
10

Preparer

Firm
Brandt Marino CPA Pc
Address
9225 KATY FWY STE 310, HOUSTON, TX 77024
Preparer
Christopher B Marino CPA
Phone
7134657380
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0388081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0327126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0300642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0327155
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01717541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt041544
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt027331
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068875
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96950
IRS990ScheduleA/PublicSupportPY509Pct00.95680
IRS990ScheduleA/PublicSupportTotal509Amt02189080
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0472973
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0484899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0407849
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0401094
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0422265
IRS990ScheduleA/Total509Grp/TotalAmt02189080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0472973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0484899
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0449393
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0401094
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0449596
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02257955
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt076896
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0817984
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0894880
IRS990ScheduleD/LandGrp/BookValueAmt027270
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt027270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0104166
IRS990ScheduleD/TotalLiabilityAmt06000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE SIGNING OFFICER BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD PERFORMS REGULAR AND CONSISTENT MONITORING OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt0950202
IRS990/TotalAssetsEOYAmt0845069
IRS990/TotalAssetsGrp/BOYAmt0950202
IRS990/TotalAssetsGrp/EOYAmt0845069
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt098436
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073420
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0493694
IRS990/TotalFunctionalExpensesGrp/TotalAmt0567114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07049
IRS990/TotalLiabilitiesEOYAmt06000
IRS990/TotalLiabilitiesGrp/BOYAmt07049
IRS990/TotalLiabilitiesGrp/EOYAmt06000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0943153
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0839069
IRS990/TotalProgramServiceExpensesAmt0493694
IRS990/TotalProgramServiceRevenueAmt0349763
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0393959
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0492395
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0950202
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0845069
IRS990/TravelGrp/ManagementAndGeneralAmt03620
IRS990/TravelGrp/TotalAmt03620
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09514 MEADOWCROFT
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077063
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.MOUNTBATTENHOUSE.NET
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA JESSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07135027311
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTBATTEN HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0596153086
ReturnHeader/Filer/PhoneNum07135027311
ReturnHeader/Filer/USAddress/AddressLine1Txt09514 MEADOWCROFT DR
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077003
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId088E41CDAF4C7D21C30F58DA65AF11F99171CBEB8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId088E41CDAF4C7D21C30F58DA65AF11F99171CBEB8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-05-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:23:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823676384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRANDT MARINO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09225 KATY FWY STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077024
ReturnHeader/PreparerPersonGrp/PhoneNum07134657380
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER B MARINO CPA
ReturnHeader/ReturnTs02020-05-21T16:23:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.13$0.37$0.24
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.32$0.35$0.50$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.33$0.52$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.08$0.65$0.35$0.48$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.15$0.79$0.36$0.52$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.49$0.57$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.48$0.54$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.45$0.49$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.03$0.41$0.48$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.11$0.47$0.51$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.02$1.15$0.49$0.49$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.02$1.14$0.45$0.45$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.02$1.14$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.02$1.17$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.02$1.15$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.02$1.14$0.42