2024-07-10T16:47:03-05:00 2023-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-09-01 742050245 The Montrose Center MONT 7135290037 401 Branard 2nd Floor Houston TX 77006 Avery Belyeu Chief Executive Officer 7135290037 2024-07-10 1 Avery Belyeu 999009999 0 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Avery Belyeu 401 Branard 2nd Floor Houston TX 77006 10910748 0 X www.montrosecenter.org X 1978 TX To empower LGBTQ individuals and their families, to live healthier, more fulfilling lives. 13 13 102 1051 0 0 7692717 9389038 1017896 1398702 5047 4085 -96484 -66445 8619176 10725380 1782528 2305085 0 0 4858954 5475375 0 0 632970 1461148 1577914 8102630 9358374 516546 1367006 14608136 19004479 280789 3310126 14327347 15694353 X The Montrose Center (TMC) empowers our community, primarily gay, lesbian, bisexual, and transgender individuals and their families, to enjoy healthier and more fulfilling lives by providing culturally affirming and affordable behavioral health and prevention services. 0 0 2886758 182214 1276035 (See Schedule O)The Montrose Center's counseling services are part of the Living Insightfully for Empowerment (LIFE) program, a psychotherapy and counseling program designed to empower clients' self-sufficiency in recovery without fear of encountering prejudice, ignorance, homophobia, or heterosexism in an LGBT-affirming environment. We provided LIFE program services to 890 individuals. LIFE serves special populations of the LGBT community through Anti-Violence, HIV/AIDS, and Chemical Dependency programming. Anti-Violence staff provides counseling services to address issues related to domestic violence, sexual assault, hate crimes, and childhood sexual abuse. HIV/AIDS staff provides individual couples and group counseling to people affected by or infected with HIV or AIDS. Chemical Dependency counselors offer a combination of education, therapy, and counseling as a state-licensed outpatient treatment program designed primarily for the LGBT community. All programs above are LGBT affirming to provide the best service and outcomes for the target population. All phases of the program offer services to family members and others significant in the lives of clients participating in the program. Counseling services had in-kind professional services in the form of student interns. The value of the in-kind services was $103,002. 4405935 2071407 107892 Case management provided services to 1,056 clients and 374 outreach participants to promote continuity of care so clients can function independently using government, private, and community resources. To support this intention, we provide services to assist clients in dealing with challenges to living a healthy life, including access to mental and psychosocial services in a timely and coordinated manner. These services include assistance with obtaining and completing governmental forms, as well as locating transportation, housing, and other resources. In addition to case management services for those living with HIV disease, specialized case management services are available to deaf/hard of hearing and survivors of sexual assault, domestic violence, or a bias/hate crime. 485484 21341 The senior program provides counseling, case management services, social and recreational activities, and health wellness education to LGBT people 60 and over. The Youth program provides adolescents and young adults who identify as LGBTQ outreach, counseling, role models, and peer support to help prevent homelessness among youth. The Women's program supports lesbian women, breaking down barriers that lesbians face when accessing health and social services through advocacy, professional and community education, and case management. The program also holds an annual celebration dance supporting women and their friends. 422187 30123 14775 The Montrose Center's education programs provide current and accessible information on HIV, sexually transmitted infections, chemical dependency, hepatitis, and tuberculosis by offering seminars on homophobia, heterosexism, and cultural sensitivity. The Montrose Center also provides anti-violence education that includes violence dynamics in the LGBT community. Educational services offer information and training not only to LGBT people but to the greater Houston metropolitan area as a whole to create LGBT cultural sensitivity. Seminars and outreach conversations are provided in prisons, halfway houses, inpatient and outpatient recovery centers, schools, social organizations, businesses and corporations, community and neighborhood groups, health care and legal professionals, churches, and families. 422187 30123 14775 8200364 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 297 0 1 102 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X Avery Belyeu 7135290037 401 Branard 2nd Floor Houston TX 77006 Tara Kelly President 10.00 1.00 X X 0 0 0 Gary Wood CPC CTS Vice-President 4.00 1.00 X X 0 0 0 Paul Guillory Secretary 5.00 1.00 X X 0 0 0 Mark Jacobs MBA Treasurer 5.00 1.00 X X 0 0 0 Tina Burgos At-Large 3.00 1.00 X X 0 0 0 Jude Anderson MUP Director 3.00 1.00 X 0 0 0 Clark Caperton Director 3.00 1.00 X 0 0 0 Bryan Cotton Director 3.00 1.00 X 0 0 0 Christopher Delphin JD Director 3.00 1.00 X 0 0 0 Jani Lopez Director 3.00 1.00 X 0 0 0 David Ramirez Director 3.00 1.00 X 0 0 0 Jane Robinson JD Director 3.00 1.00 X 0 0 0 Nancy Sims MLA Director 3.00 1.00 X 0 0 0 Ann J Robison PhD Executive Director 40.00 1.00 X 222550 0 11597 Gary J Powers CMA Finance Director 40.00 1.00 X 82035 0 1760 Marshall Loftin Chief Development Officer 40.00 0.00 X 143247 0 7061 447832 0 20418 2 0 1 0 0 545120 608227 6215721 2019970 215861 9389038 Counseling services 621400 1276035 1276035 Center rental revenue 900099 107606 107606 Other service revenue 900099 15061 15061 1398702 4085 4085 118923 608227 185368 -66445 -66445 10725380 1398702 0 -62360 2305085 2305085 306435 260905 18098 27432 4446260 3785647 262594 398019 25490 21703 1505 2282 316917 299926 3880 13111 380273 296559 20056 63658 67700 67700 387812 331880 53088 2844 193749 157819 13286 22644 573646 508937 48253 16456 49736 49277 100 359 7850 6651 300 899 26083 22684 1182 2217 Supplies 238906 121364 34764 82778 Uncollectible amounts 23053 23053 Equip purchases/rent 9379 8874 234 271 9358374 8200364 525040 632970 1244739 1489493 182652 383557 1925905 2599877 1137656 1326686 9055166 9250000 44710 103728 500539 436679 81948 63860 935360 3787278 14608136 19004479 280789 635230 0 2674896 280789 3310126 X 11559620 12920855 2767727 2773498 14327347 15694353 14608136 19004479 1367006 0 X 0 1 X 1 1 1 X 13649579 10800246 8963565 7692717 9389038 50495145 13649579 10800246 8963565 7692717 9389038 50495145 50495145 148625 110555 5671 5047 4085 273983 50769128 8373569 0.99460 0.96430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 500539 436679 63860 63860 Due from 2222 Cleburne, LP 926573 Deposits 95883 Due from Endowment 78599 Right-of-use asset 2686223 3787278 Lease Liability 2674896 2674896 Out For Good 273314 235064 38250 38250 860 4976 Housing Our Future 295529 247231 48298 26400 2317 9420 22000 2 158307 125932 32375 7100 590 625 72830 727150 608227 118923 71750 2907 10905 99806 185368 -66445 1 Rent/Mortgage assistance 398 1946900 Utility assistance 278 117743 Transportation assistance 3557 134035 Food/Household items/Toiletries 2219 74658 FMV Food/Household items/Toiletries Client IDs/Clothing/Career development training 52 31749 FMV Client IDs/Clothing/Career development training Part I, Line 2: TMC's Compliance Coordinator randomly conducts internal audits of clinical files to ensure the services are provided according to the standards of care and contractual requirements. All government grants have periodic inspection visits by the funder to review how grant funds are managed and spent. There is a monthly and cumulative actual-to-budget comparison spreadsheet that the Executive Director and Finance Director review monthly. The board reviews financial statements monthly. X X X X 0 0 0 0 0 0 0 0 0 Ann J Robison PhD Executive Director 222550 0 0 0 0 0 4219 0 7378 0 234147 0 0 0 Marshall Loftin Chief Development Officer 143247 0 0 0 0 0 2660 0 4401 0 150308 0 0 0 X 3781 FMV X 17 5531 FMV X Supplies 31 176155 FMV X Auction items 19 30394 FMV 0 0 1 0 Form 990, Part VI, Section B, line 11b Board members are provided an electronic copy of Form 990 to review before it is filed. Form 990, Part VI, Section B, line 12c The board reviews the conflict of interest policy each year and signs an acknowledgment of the policy. When a vote is made to contract with an outside agency, each member is asked to declare their conflict. Form 990, Part VI, Section B, line 15 In conjunction with the Executive Director's annual performance review, the Review Committee reviews salary surveys for organizations and positions. The primary source is the biennial United Way Wage and Benefits Survey. The committee recommends a salary level to the board, which is discussed in the Executive Session. Then, the board votes on the Executive Director's salary, and the results, including the amount, are recorded in the board minutes. The Executive Director considers compensation information from local surveys and comparables from other agencies to determine compensation for the Finance Director. Form 990, Part VI, Section C, line 19 Governing documents, Conflict of Interest policy, and financial statements are available by request over the website, by phone, or by letter to the Executive Director. They are also available through the Better Business Bureau. 2222 Cleburne GP LLC 401 Branard St FL 2 Houston TX 77006 831716094 Senior housing TX 104 2726 The Montrose Center Montrose Counseling Center Permanent Endowment Inc 401 Branard St 2nd Floor Houston TX 77006 760256285 Support The Montrose Center TX 501(c)(3) 12c 0 Lesbian Health Initiative of Houston Texas 401 Branard St 2nd Floor Houston TX 77006 760438911 To provide health and wellness services TX 501(c)(3) 10 0 2222 Cleburne LP 401 Branard Street Fl 2 Houaton TX 77006 831728761 Low-income housing development TX 2222 Cleburne LP Related 104 2726 0 1 0.00010 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0