Civic Intelligence

Mountbatten House Inc.

990 • Fiscal year 2023 • EIN 59-6153086

Apr 01, 2022 to Mar 31, 2023 • Filed on Aug 02, 2023

Organization ProfileWWW.MOUNTBATTENHOUSE.NET
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

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-36%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-5.6%

Faster revenue growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$471,691

Down $260,492 (-36%) from 2022

Net Assets

Down

$469,191

Down $184,992 (-28%) from 2022

Liabilities

Down

$2,500

Down $75,500 (-97%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin9th percentile

Revenue

Down

$329,870

Down $19,386 (-5.6%) from 2022

Expenses

Up

$515,360

Up $30,703 (+6.3%) from 2022

Net Income

Down

-$185,490

Down $50,089 (-37%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2023

Assets$471,691
Liabilities$2,500
Net Assets$469,191
Open 2023 Filing

Operations Trend

Revenue Growth38th percentile

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

2023

Revenue$329,870
Expenses$515,360
Net Income-$185,490
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 2, 2023
Return Version
2022v5.0
Gross Receipts
$329,870
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$574,627$370,997▼ $203,630
Land, Buildings, and Equipment, Net$83,066$54,110▼ $28,956
Cash and Non-Interest-Bearing Accounts$74,490$46,584▼ $27,906
Total Assets$732,183$471,691▼ $260,492
Liabilities
Other Liabilities$78,000$2,500▼ $75,500
Total Liabilities$78,000$2,500▼ $75,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$654,183$469,191▼ $184,992
Total Net Assets Fund Balance$654,183$469,191▼ $184,992
Total Liabilities and Net Assets / Fund Balance$732,183$471,691▼ $260,492

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$26,840$904,276$931,116
Land$27,270-$27,270
Compensation and Service Providers
Top Officer Pay78th percentile

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
$137,435
Program Service Revenue
$115,711
Investment Income
$1,724
Other Revenue
$75,000
All Other Contributions
$71,195
Change in Net Assets
$-185,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,967
Other Expenses$240,393
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$274,967--$274,967
Occupancy$113,566--$113,566
Fees for Services Other$34,576$6,700-$41,276
Insurance-$34,514-$34,514
Depreciation Depletion$28,956--$28,956
Advertising-$5,751-$5,751
Fees for Services Accounting-$4,800-$4,800
Fees for Service Investment Mgmnt Fees-$4,467-$4,467
Office Expenses$1,945$1,945-$3,890
Fees for Services Management-$3,173-$3,173
Total Functional Expenses$454,010$61,350$0$515,360
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$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
2023-08-02
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
11

Preparer

Firm
Brandt Marino CPA Pc
Address
9225 KATY FWY STE 310, HOUSTON, TX 77024
Preparer
Christopher B Marino CPA
Phone
7134657380
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

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

Form 990, Part XI, Line 9

“498”

Raw XML Appendix378 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/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0257244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0374537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0388081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01518252
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.97990
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0484899
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt026840
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0904276
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0931116
IRS990ScheduleD/LandGrp/BookValueAmt027270
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt027270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt054110
IRS990ScheduleD/TotalLiabilityAmt02500
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE AID TO ELDERLY INDIVIDUALS AND TO OPERATE MOUNTBATTEN HOUSE; A TWENTY FOUR ROOM PERSONAL CARE HOME IN HIGHLANDS, TX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE SIGNING OFFICER BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD PERFORMS REGULAR AND CONSISTENT MONITORING OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4498
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0732183
IRS990/TotalAssetsEOYAmt0471691
IRS990/TotalAssetsGrp/BOYAmt0732183
IRS990/TotalAssetsGrp/EOYAmt0471691
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0137435
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061350
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0454010
IRS990/TotalFunctionalExpensesGrp/TotalAmt0515360
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt078000
IRS990/TotalLiabilitiesEOYAmt02500
IRS990/TotalLiabilitiesGrp/BOYAmt078000
IRS990/TotalLiabilitiesGrp/EOYAmt02500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0654183
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0469191
IRS990/TotalOtherProgSrvcExpenseAmt06700
IRS990/TotalProgramServiceExpensesAmt0454010
IRS990/TotalProgramServiceRevenueAmt0115711
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0192435
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0329870
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0732183
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471691
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA JESSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07135027311
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-02
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER B MARINO CPA
ReturnHeader/ReturnTs02023-08-08T13:15:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JESSETT
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,691
Liabilities
$2,500
Net assets
$469,191
Revenue
$329,870
Expenses
$515,360
Net income
-$185,490
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