Nonprofit · EIN 20-4238821
JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC
Tax-exempt · HOUSTON, TX 77245
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $1,228,464 | $1,395,818 | -$167,354 | $163,033 | $896,049 | -$733,016 |
| December 31, 2022 | 990 (amended) | $457,435 | $1,609,868 | -$1,152,433 | $192,478 | $758,141 | -$565,663 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $1,228,464
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,100
- Occupancy
- $88,229
- Depreciation
- $6,699
- Program services (functional)
- $1,244,044
- Management and general (functional)
- $151,774
Balance sheet and other
- Total assets, start of year
- $192,478
- Total assets, end of year
- $163,033
- Total liabilities, end of year
- $896,049
- Net assets, end of year
- -$733,016
- Land, buildings and equipment
- $31,307
- Net assets without donor restrictions
- -$733,016
- Gross receipts
- $1,228,464
- Employees
- 0
- Year formed
- 2006
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAXTER MONTGOMERY JR | DIRECTOR Trustee or director | 5 | $0 |
| J OTIS MITCHELL | DIRECTOR Trustee or director | 5 | $0 |
| BAXTER MONTGOMERY | EXECUTIVE DI Officer | 20 | $0 |
990 for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BAXTER MONTGOMERY JR | DIRECTOR Trustee or director | – | $0 |
| J OTIS MITCHELL | DIRECTOR Trustee or director | – | $0 |
| BAXTER MONTGOMERY | EXECUTIVE DI Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 451244, HOUSTON, TX 77245-1244
- In care of
- % BAXTER MONTGOMERY
- Principal officer (990 for 2023)
- BAXTER MONTGOMERY, PO BOX 451244, HOUSTON, TX 77245
- Signed the 990
- BAXTER MONTGOMERY, EXECUTIVE DIRECTOR
- Phone
- (281) 469-5584
- Return prepared by
- J OTIS MITCHELL CO PC
Mission
PROVIDING MEDICAL EDUCATION FOR INDIVIDUALS WITH KNOWN CARDIOVASCULAR DISEASE (DISEASES OF THE HEART AND BLOOD VESSELS). THE MEDICAL EDUCATIONAL TOPICS WILL ADDRESS MANY ASPECTS OF HEART DISEASE AND ITS VARIOUS RISK FACTORS (I.E. CORONARY DISEASE, HYPERTENSION, POOR NUTRITION, DIABETES, ELEVATED CHOLESTEROL DISEASE, ETC.). EDUCATIONAL FORMATS WILL BE MULTIFACETED INCLUDING LECTURE SERIES BY LOCAL AND NATIONAL HEALTHCARE SPECIALISTS, PATIENT SUPPORT GROUPS AND SPECIAL "HOW-TO" COURSES (FOOD PREPARATION SHOPPING COURSES, ETC.). EDUCATIONAL SERIES WILL BE HELD ATLEAST QUARTERLY. THE RESEARCH ASPECT OF THE INSTITUTE WILL CONSIST OF EVALUATING THE CLINICAL OUTCOMES OF INDIVIDUALS PARTICIPATING IN THE CLINICAL PROGRAMS. PROSPECTIVE AND RETROSPECTIVE STUDIES WILL BE DESIGNED AS WELL. THE JAM INSTITUTE PROPOSES TO CREATE A STATE-OF-THE-ART RESEARCH AND EDUCATIONAL PROGRAM, BASED WITHIN THE COMMUNITY. THE INSTITUTE IS CURRENTLY DEVELOPING MATERIALS (DVD'S, BOOKS, PAMPHLETS, WEBSITE TOOLS) ESTAB
Program accomplishments
- BOSTON SCIENTIFIC CLOSE THE GAP MEETINGS: COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. CONDUCTED HOUSTON TOWN HALL MEETINGS.Expenses $1,088,527
- BOSTON SCIENTIFIC CLOSE THE GAP MEETINGS: COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. COLABORATION WITH BOSTON SCIENTIFIC ON THE DEVELOPMENT OF COMMUNITY EDUCATIONAL PROGRAMS REGARDING THE DISPARITIES OF HEALTH CARE FOR WOMEN AND MINORITIES. CONDUCTED HOUSTON TOWN HALL MEETINGS.Expenses $155,517
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4238821
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H43)
- Assets (IRS master file)
- $163,033
- Income (IRS master file)
- $1,228,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $1,228,464 | $1,395,818 | $163,033 | XML |
| 990 | December 2022 | $457,435 | $1,609,868 | $192,478 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990 | December 2016 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4238821).
Questions about JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC
- What is the EIN of JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC?
- The employer identification number (EIN) of JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC is 20-4238821.
- Is JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2023.
- Who is the principal officer of JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC?
- The 990 for the year ended December 31, 2023 names BAXTER MONTGOMERY.
- Who are the officers and directors of JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC?
- The 990 for the year ended December 31, 2023 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOHNSIE & AUBARY MONTGOMERYINSTITUTE OF MED EDU & RESEARCH INC have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $1,228,464, expenses of $1,395,818 and total assets of $163,033 at year end.
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