Civic Intelligence

The Montgomery Institute

EIN 64-0932080 • 501(c)3 • Meridian, MS

Profile

To support regional community building programs which advance leadership & workforce development, strategic thinking & analysis, & info. Dissemination among east ms and west al.

PO Box 1889Meridian, MS 39302

tmi.ms

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.5%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

48%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,240,705

Up $194,572 (+9.5%) from 2023

Liabilities

Down

$17,443

Down $3,936 (-18%) from 2023

Net Assets

Up

$2,223,262

Up $198,508 (+9.8%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin89th percentile

Revenue

Up

$402,323

Up $130,686 (+48%) from 2023

Expenses

Down

$203,815

Down $55,486 (-21%) from 2023

Net Income

Up

$198,508

Up $186,172 (+1509%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,700,805Liabilities 2011: $141,120Net Assets 2011: $1,559,6852011Assets 2012: $1,670,593Liabilities 2012: $317,420Net Assets 2012: $1,353,1732012Assets 2013: $1,394,956Liabilities 2013: $10,728Net Assets 2013: $1,384,2282013Assets 2014: $1,551,371Liabilities 2014: $52,667Net Assets 2014: $1,498,7042014Assets 2015: $1,420,148Liabilities 2015: $9,855Net Assets 2015: $1,410,2932015Assets 2016: $1,594,132Liabilities 2016: $16,145Net Assets 2016: $1,577,9872016Assets 2017: $1,718,074Liabilities 2017: $10,200Net Assets 2017: $1,707,8742017Assets 2018: $1,914,223Liabilities 2018: $19,623Net Assets 2018: $1,894,6002018Assets 2019: $1,874,173Liabilities 2019: $5,178Net Assets 2019: $1,868,9952019Assets 2020: $1,804,752Liabilities 2020: $62,728Net Assets 2020: $1,742,0242020Assets 2021: $2,132,323Liabilities 2021: $14,573Net Assets 2021: $2,117,7502021Assets 2022: $2,026,606Liabilities 2022: $14,188Net Assets 2022: $2,012,4182022Assets 2023: $2,046,133Liabilities 2023: $21,379Net Assets 2023: $2,024,7542023Assets 2024: $2,240,705Liabilities 2024: $17,443Net Assets 2024: $2,223,2622024

Highlighted filing

2024

Assets$2,240,705
Liabilities$17,443
Net Assets$2,223,262
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,741,048Expenses 2011: $1,667,473Net Income 2011: $73,5752011Revenue 2012: $1,944,449Expenses 2012: $2,150,961Net Income 2012: -$206,5122012Revenue 2013: $1,753,479Expenses 2013: $1,722,424Net Income 2013: $31,0552013Revenue 2014: $578,287Expenses 2014: $463,811Net Income 2014: $114,4762014Revenue 2015: $574,400Expenses 2015: $662,811Net Income 2015: -$88,4112015Revenue 2016: $724,422Expenses 2016: $556,728Net Income 2016: $167,6942016Revenue 2017: $703,381Expenses 2017: $573,494Net Income 2017: $129,8872017Revenue 2018: $563,222Expenses 2018: $376,496Net Income 2018: $186,7262018Revenue 2019: $396,872Expenses 2019: $422,477Net Income 2019: -$25,6052019Revenue 2020: $299,421Expenses 2020: $426,392Net Income 2020: -$126,9712020Revenue 2021: $820,196Expenses 2021: $444,470Net Income 2021: $375,7262021Revenue 2022: $274,955Expenses 2022: $380,287Net Income 2022: -$105,3322022Revenue 2023: $271,637Expenses 2023: $259,301Net Income 2023: $12,3362023Revenue 2024: $402,323Expenses 2024: $203,815Net Income 2024: $198,5082024

Highlighted filing

2024

Revenue$402,323
Expenses$203,815
Net Income$198,508
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,240,705
Liabilities
$17,443
Net assets
$2,223,262
Revenue
$402,323
Expenses
$203,815
Net income
$198,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.02$2.22$0.40$0.20$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.02$2.02$0.27$0.26$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.01$2.01$0.27$0.38$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.12$0.82$0.44$0.38
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.06$1.74$0.30$0.43$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.01$1.87$0.40$0.42$0.03
2018Summary only. Only limited summary data is available for this year.$1.91$0.02$1.89$0.56$0.38$0.19
2017Summary only. Only limited summary data is available for this year.$1.72$0.01$1.71$0.70$0.57$0.13
2016Summary only. Only limited summary data is available for this year.$1.59$0.02$1.58$0.72$0.56$0.17
2015Summary only. Only limited summary data is available for this year.$1.42$0.01$1.41$0.57$0.66$0.09
2014Summary only. Only limited summary data is available for this year.$1.55$0.05$1.50$0.58$0.46$0.11
2013Summary only. Only limited summary data is available for this year.$1.39$0.01$1.38$1.75$1.72$0.03
2012Summary only. Only limited summary data is available for this year.$1.67$0.32$1.35$1.94$2.15$0.21
2011Summary only. Only limited summary data is available for this year.$1.70$0.14$1.56$1.74$1.67$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$402,323
Mission and Program Overview

Mission

To support regional community building programs which advance leadership & workforce development, strategic thinking & analysis, & info. Dissemination among east ms and west al.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,666,422$1,952,720▲ $286,298
Cash and Non-Interest-Bearing Accounts$277,750$193,013▼ $84,737
Savings and Temporary Cash Investments$75,867$84,258▲ $8,391
Pledges and Grants Receivable$11,969$5,703▼ $6,266
Accounts Receivable$3,708$0▼ $3,708
Land, Buildings, and Equipment, Net$2,447$2,196▼ $251
Prepaid Expenses and Deferred Charges$1,475$1,887▲ $412
Total Assets$2,046,133$2,240,705▲ $194,572
Other Assets Total$6,495$928▼ $5,567
Liabilities
Accounts Payable and Accrued Expenses$14,884$16,515▲ $1,631
Other Liabilities$6,495$928▼ $5,567
Total Liabilities$21,379$17,443▼ $3,936
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,414,130$1,414,130→ $0
Net Assets Without Donor Restrictions$610,624$809,132▲ $198,508
Total Net Assets Fund Balance$2,024,754$2,223,262▲ $198,508
Total Liabilities and Net Assets / Fund Balance$2,046,133$2,240,705▲ $194,572

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,196$1,569$3,765

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,666,422-▲ $298,944-$1,952,720
2022$1,614,686-▲ $63,333-$1,666,422
2021$1,506,893-▲ $119,502-$1,614,686
2020$1,386,556-▲ $131,394-$1,506,893
2019$1,515,121-▼ $117,838-$1,386,556
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Beverly KnoxPresidentPT$52,000$52,000

Board Members and Trustees

NameTitle
Cd SmithChairman
Lloyd GrayDirector
Soraya WeldonDirector
Tracy AlfordDirector
Michael DudleyAssistant Treasurer
Brad HuffTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$106,969
Program Service Revenue
$0
Investment Income
$295,354
Other Revenue
$0
All Other Contributions
$36,900
Change in Net Assets
$198,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,200
Other Expenses$52,615
Total Fundraising Expense$458
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,984$27,216-$151,200
Office Expenses$14,371$3,869$184$18,424
Travel$10,938$338-$11,276
Fees for Services Accounting$7,041$1,545-$8,586
Insurance$2,972$652-$3,624
Other Expenses$1,793$630-$2,423
Conferences and Meetings-$1,682$274$1,956
Depreciation Depletion$206$45-$251
Total Functional Expenses$166,286$37,071$458$203,815
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
Operating Lease Liability$928
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The organization has a committee that assumes responsibility for oversight of the board.”

Form 990, Part VI, Section C, line 19

“The organization makes its form 990 available to public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
The Montgomery Institute
EIN
64-0932080
Phone
6014832661
Address
PO BOX 1889, MERIDIAN, MS 39302

Signing Officer

Name
Beverly J Knox
Title
President
Phone
6014832661
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beverly J Knox
Formed
2001
Legal Domicile
Ms
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
0

Preparer

Firm
Rea Shaw Giffin & Stuart Llp
Address
2415 9th St, Meridian, MS 39301
Preparer
Charles Rea
Phone
6016932841
Supplemental Narrative

Financial Statement Notes

Form 990 Presentation to Board

“Part vi: section b; 11a - beverly knox, president, reviews form 990 and presents to the board of directors for review prior to signing and filing form 990.”

Raw XML Appendix388 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT REGIONAL COMMUNITY BUILDING PROGRAMS WHICH ADVANCE LEADERSHIP & WORKFORCE DEVELOPMENT, STRATEGIC THINKING & ANALYSIS, & INFO. DISSEMINATION AMONG EAST MS AND WEST AL.
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IRS990/Desc0A) Strategic thinking and analysis services to area community organizations for pursuit of innovative programs and resources for improved overall healthcare; B) coordinated research and planning sessions among health care providers and community leaders to operate the Community Health Improvement Network, a HRSA designated rural health network. C) Information Dissemination: the Community Health Improvement Network, created brochures disseminating public health information dispelling myths about the COVID-19 vaccine to spread vaccine confidence in Lauderdale, Neshoba, & Kemper counties. The Montgomery Institute continued as the sponsor of the Kemper, Neshoba, and Noxubee Counties tobacco-free coalition program that disseminates anti-tobacco information to students in three counties of East Mississippi. TMI maintains its www.tmi.ms website to provide information to citizens and community leaders in the bi-state region. D) Resource Gathering: During this fiscal year, The Montgomery Institute received grants and contributions supporting initiatives that addressed leadership and workforce development, strategic thinking and analysis, and information dissemination: 1) private foundation and business and individual gifts supporting the Meridian Freedom Project; and 2) public funds supporting the Kemper, Neshoba, and Noxubee Counties tobacco-free coalition program. TMI also maintained its endowment. TMI received contributions from individuals and businesses to be used as matching funds for grants and to support operations. 3) The Community Health Improvement Network used data gathered from Community Needs Assessments from local hospitals to support community health education through Lunch & Learn events for the underserved and underprivileged population. E) Activities that revitalize or stabilize low- or moderate-income people or geographies in the region: Through the Meridian Freedom Project TMI provided services to low-to-moderate income students from public and private schools in Lauderdale county; TMI also provided support services for the Community Health Improvement Network, a charitable organization created to improve health care outcomes for the low-income, underserved population in Lauderdale County.
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IRS990/MissionDesc0THE CORPORATION IS A NONPROFIT CORPORATION ORGANIZED FOR THE FOLLOWING EXCLUSIVELY CHARITABLE, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (REFERRED TO IN THESE ARTICLES OF INCORPORATION AS THE "CODE"): TO EDUCATE, TRAIN, AND INFORM CITIZEN LEADERS WHO WILL THEN BE ABLE TO INSTIGATE, NURTURE, PROMOTE, COORDINATE, AND ASSIST IN THE FORMATION, DIRECTION, AND EXECUTION OF UNDERTAKINGS LEADING TO THE UPBUILDING OF COMMUNITIES IN THE EASTERN PORTION OF MISSISSIPPI AND WESTERN PORTION OF ALABAMA, WITH EMPHASIS ON ACTIVITIES THAT REVITALIZE OR STABILIZE LOW- OR MODERATE-INCOME GEOGRAPHIES AND DISTRESSED OR UNDERSERVED NONMETROPOLITAN MIDDLE-INCOME GEOGRAPHIES DESIGNATED BY THE BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM, FEDERAL DEPOSIT INSURANCE CORPORATION, AND OFFICE OF THE COMPTROLLER OF THE CURRENCY. IN ACCORDANCE WITH THIS PURPOSE, T
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IRS990/OtherExpensesGrp/Desc0RENT
IRS990/OtherExpensesGrp/Desc1TELEPHONE & COMMUNICATI
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01094
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1630
IRS990/OtherExpensesGrp/ProgramServicesAmt04981
IRS990/OtherExpensesGrp/ProgramServicesAmt11793
IRS990/OtherExpensesGrp/TotalAmt06075
IRS990/OtherExpensesGrp/TotalAmt12423
IRS990/OtherLiabilitiesGrp/BOYAmt06495
IRS990/OtherLiabilitiesGrp/EOYAmt0928
IRS990/OtherOrganizationDsc0NON-PROFIT ORGANIZATION
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027216
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0123984
IRS990/OtherSalariesAndWagesGrp/TotalAmt0151200
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011969
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05703
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01475
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01887
IRS990/PrincipalOfficerNm0BEVERLY J KNOX
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0199807
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt071830
IRS990/PYOtherExpensesAmt072802
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt012336
IRS990/PYSalariesCompEmpBnftPaidAmt0186499
IRS990/PYTotalExpensesAmt0259301
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0271637
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0198508
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075867
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0106969
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0199807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0271657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0820196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0299421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01698050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0295354
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071830
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0274668
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-19832
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0625318
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.83690
IRS990ScheduleA/PublicSupportTotal170Amt01698050
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0106969
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0199807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0271657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0820196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0299421
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01698050
IRS990ScheduleA/TotalSupportAmt02323368
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt012646
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01666422
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01952720
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0298944
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011597
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01614686
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01666422
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063333
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011259
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01506893
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01614686
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0119502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt011057
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01386556
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01506893
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0131394
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt010727
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01515121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01386556
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-117838
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02196
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01569
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03765
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0928
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART VI: SECTION B; 11A - BEVERLY KNOX, PRESIDENT, REVIEWS FORM 990 AND PRESENTS TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SIGNING AND FILING FORM 990.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PRESENTATION TO BOARD
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IRS990ScheduleD/TotalLiabilityAmt0928
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MS
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt02046133
IRS990/TotalAssetsGrp/EOYAmt02240705
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0106969
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0458
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037071
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0166286
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021379
IRS990/TotalLiabilitiesEOYAmt017443
IRS990/TotalLiabilitiesGrp/BOYAmt021379
IRS990/TotalLiabilitiesGrp/EOYAmt017443
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02024754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02223262
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0166286
IRS990/TotalReportableCompFromOrgAmt052000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0295354
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0402323
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02046133
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02240705
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0338
IRS990/TravelGrp/ProgramServicesAmt010938
IRS990/TravelGrp/TotalAmt011276
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1889
IRS990/USAddress/CityNm0MERIDIAN
IRS990/USAddress/StateAbbreviationCd0MS
IRS990/USAddress/ZIPCd039302
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0https://tmi.ms/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY J KNOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06014832661
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MONTGOMERY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0640932080
ReturnHeader/Filer/PhoneNum06014832661
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1889
ReturnHeader/Filer/USAddress/CityNm0MERIDIAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640295411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA SHAW GIFFIN & STUART LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02415 9th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Meridian
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039301
ReturnHeader/PreparerPersonGrp/PhoneNum06016932841
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles Rea
ReturnHeader/ReturnTs02025-07-15T10:15:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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