Nonprofit · EIN 76-0082098
MONTGOMERY COUNTY COMMUNITY FOUNDATION
Tax-exempt · THE WOODLANDS, TX 77380
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,318,476 | $654,119 | $664,357 | $12,080,997 | $172,599 | $11,908,398 |
| December 31, 2023 | 990 | $1,811,938 | $525,693 | $1,286,245 | $11,412,090 | $168,049 | $11,244,041 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $434,145
- Program service revenue
- $0
- Investment income
- $830,188
- Net gain from sales of assets
- $54,167
- Net income from fundraising events
- $54,143
- Other revenue
- $54,143
Expenses
- Grants and similar amounts paid
- $388,900
- Compensation of officers, directors and key employees
- $115,000
- Other salaries and wages
- $19,809
- Salaries, compensation and benefits (total)
- $148,539
- Professional fundraising fees
- $0
- Accounting fees
- $23,848
- Occupancy
- $19,983
- Depreciation
- $74
- Program services (functional)
- $512,428
- Management and general (functional)
- $65,395
- Fundraising (functional)
- $76,296
Balance sheet and other
- Total assets, start of year
- $11,412,090
- Total assets, end of year
- $12,080,997
- Total liabilities, end of year
- $172,599
- Net assets, end of year
- $11,908,398
- Land, buildings and equipment
- $2,107
- Publicly traded securities
- $7,954,304
- Net assets without donor restrictions
- $876,181
- Net assets with donor restrictions
- $11,032,217
- Gross receipts
- $3,157,191
- Employees
- 3
- Volunteers
- 60
- Year formed
- 1983
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie P Martineau | President & CEO | 40 | $115,000 |
| Laura Lea Palmer | Chairman Trustee or director, Officer | 5 | $0 |
| Christin Allphin | Vice President Trustee or director, Officer | 2 | $0 |
| Leland Dushkin | Treasurer Trustee or director, Officer | 2 | $0 |
| Nick Davis | Secretary Trustee or director, Officer | 2 | $0 |
| Bill Crowl | Director Trustee or director | 1 | $0 |
| Jason Mann | Director Trustee or director | 1 | $0 |
| Gil Staley | Director Trustee or director | 1 | $0 |
| Rev Jane Stilwell | Director Trustee or director | 1 | $0 |
| Julie Struble | Director Trustee or director | 1 | $0 |
| Eric Thiergood | Director Trustee or director | 1 | $0 |
| Tim Welbes | Director Trustee or director | 1 | $0 |
| Brent Wunderlich | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Julie P Martineau | President & CEO Officer | 40 | $109,666 | $3,300 |
| Tim Welbes | Chair Trustee or director, Officer | 5 | $0 | $0 |
| Laura Lea Palmer | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Leland Dushkin | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Christin Allphin | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Bill Crowl | Director Trustee or director | 1 | $0 | $0 |
| Nick Davis | Director Trustee or director | 1 | $0 | $0 |
| Nick Dupre | Director Trustee or director | 1 | $0 | $0 |
| Jason Mann | Director Trustee or director | 1 | $0 | $0 |
| Chris North | Director Trustee or director | 1 | $0 | $0 |
| Gil Staley | Director Trustee or director | 1 | $0 | $0 |
| Julie Struble | Director Trustee or director | 1 | $0 | $0 |
| Eric Thiergood | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2001 TIMBERLOCH PL STE 500, THE WOODLANDS, TX 77380-1375
- In care of
- % BERT LYNCH
- Signed the 990
- Laura Lee Palmer, Chairman
- Phone
- (281) 363-8158
- Return prepared by
- Lindsey K CPA PLLC
Mission
The mission of the Montgomery County Community Foundation (MCCF) is to provide leadership in Montgomery County by directing sustainable financial resources that strengthen our community and improve the quality of life for current and future generations.
Program accomplishments
- Grants: Creating legacy grants by matching donor passions with nonprofits to improve the quality of life in Montgomery County. The Foundation holds donor advised funds, field of interest funds, designated agency funds and unrestricted funds. A team of 15 Distribution Committee volunteers review and vet grant requests. During 2024, 51 grants were given to feed the hungry, help with rent and utilities, care for abused children, help children start school with new clothes and school supplies, support animal welfare, support the arts and heritage of Montgomery County and more.Expenses $445,469 · grants $338,000
- Scholarships: High school, community college and medical students are awarded grants to further their post high school educational pursuits. During 2024, 25 students received scholarships from legacy funds to expand their chance for success. Each fund targets a different population or interest, such as a local high school, specific attributes like service above self, academic performance, financial need or sports. Each fund has a Selection Committee approved by the Board which uses fair and objective criteria to select their nominee. All criteria, committees, and final scholarship recipients are approved by the Distribution Committee and Board of Directors.Expenses $66,959 · grants $50,900
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 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 76-0082098
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $12,080,997
- Income (IRS master file)
- $3,157,191
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,318,476 | $654,119 | $12,080,997 | XML |
| 990 | December 2023 | $1,811,938 | $525,693 | $11,412,090 | XML |
| 990 | December 2022 | $808,200 | $515,667 | $10,127,465 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 76-0082098).
Questions about MONTGOMERY COUNTY COMMUNITY FOUNDATION
- What is the EIN of MONTGOMERY COUNTY COMMUNITY FOUNDATION?
- The employer identification number (EIN) of MONTGOMERY COUNTY COMMUNITY FOUNDATION is 76-0082098.
- Is MONTGOMERY COUNTY COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to MONTGOMERY COUNTY COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTGOMERY COUNTY COMMUNITY FOUNDATION 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 MONTGOMERY COUNTY COMMUNITY FOUNDATION 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 MONTGOMERY COUNTY COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of MONTGOMERY COUNTY COMMUNITY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $115,000 (Julie P Martineau, President & CEO).
- How much revenue does MONTGOMERY COUNTY COMMUNITY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,318,476, expenses of $654,119 and total assets of $12,080,997 at year end.
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