Public Charity

JOHNSIE AND AUBARY MONTGOMERY INST MONTGOMERY

JOHNSIE AND AUBARY MONTGOMERY INST MONTGOMERY is a Public Charity headquartered in HOUSTON, TX. Financial data from the 2023 filing: $1.2M revenue, $1.4M expenses, $163K total assets.

EIN: 204238821 HOUSTON, TX Heart & Circulatory System Diseases & Disorders Research NTEE: H43 Latest filing: 2023
Total Revenue$1.2M
Total Expenses$1.4M
Total Assets$163K
Grant Records0
Filing Years2018–2023

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

Where $100 goes at Johnsie and Aubary Montgomery Inst Montgomery

How Johnsie and Aubary Montgomery Inst Montgomery divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$90 Programs the work itself
$10 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $90 for programs

$79
Boston scientific close the gap meetings
88% of program spending
$11
Boston scientific close the gap meetings
12% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2023. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

EXECUTIVE DI Baxter Montgomery
DIRECTOR Baxter Montgomery Jr
DIRECTOR J Otis Mitchell

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2023 $1.2M $1.4M $163K
2022 $457K $594K $1.5M
2020 $287K $223K $737K
2019 $386K $231K $355K
2018 $603K $611K $200K

Between 2018 and 2023, reported annual revenue grew from $603K to $1.2M (+104%), with total assets most recently reported at $163K.

Interactive year-over-year charts and full filing details available with membership.

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