Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc
- Assets
- $940.3k
- Revenue
- $444.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Houston, TX
- Founding
- 01/2007
- Data as of
- 12/2021
- EIN
- 20-4238821
Organization Overview
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc, operating under the name Johnsie And Aubary Montgomery Inst, is located in Houston, TX. The organization was established in 2007. According to its NTEE Classification (H43) the organization is classified as: Heart & Circulatory System Diseases & Disorders Research, under the broad grouping of Medical Research and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Johnsie And Aubary Montgomery Inst is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Johnsie And Aubary Montgomery Inst generated $444.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.0% each year. All expenses for the organization totaled $408.9k during the year ending 12/2021. While expenses have increased by 2.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Baxter Montgomery Jr Director | Trustee | 5 | $0 |
J Otis Mitchell Director | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $444,645 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $444,645 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $444,645 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,350 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $3,477 |
| Office expenses | $567 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $19,717 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $35,681 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,494 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $408,930 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,703 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $918,254 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $16,294 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $940,251 |
| Accounts payable and accrued expenses | $278,242 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $75,234 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $353,476 |
| Net assets without donor restrictions | $586,775 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $940,251 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Texas Heart Institute Houston, TX | $283,896,438 | $58,909,835 |
Leducq Foundation For Cardiovascular Research Houston, TX | $65,970,226 | $8,208,035 |
Oklahoma Heart Hospital Research Foundation Oklahoma City, OK | $1,593,414 | $1,143,021 |
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc Houston, TX | $940,251 | $444,645 |
Oklahoma Heart Research And Education Foundation Tulsa, OK | $380,422 | $410,637 |
Championship Hearts Foundation Austin, TX | $19,949 | $292,532 |
Interventional Cardiology Research Foundation Metairie, LA | $1,734,129 | $181,595 |
Housten Center For Vascular Health Houston, TX | $69,087 | $0 |
Coastal Heart Foundation San Antonio, TX | $117,119 | $8,564 |
Cardiopulmonary Research Science and Technology Institute Dallas, TX | $217,260 | $0 |