JOHNSIE AND AUBARY MONTGOMERY INST MONTGOMERY (EIN 204238821) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

BAXTER MONTGOMERY

Phone

2814695584

Tax Period

2023-01-01 to 2023-12-31

JOHNSIE AND AUBARY MONTGOMERY INST MONTGOMERY, founded in 2006, is a community nonprofit in the Medical Research sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 169% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 14% operating deficit.

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,228,464

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,228,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,244,044

Other Expenses $1,395,818

TOTAL EXPENSES $1,395,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,228,464	$457,435	+1.7%
Expenses	$1,395,818	$594,318	+1.3%
Net Income	$-167,354	$-136,883	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BAXTER MONTGOMERY JR	DIRECTOR	5.00	Director	$0	$0	$0
J OTIS MITCHELL	DIRECTOR	5.00	Director	$0	$0	$0
BAXTER MONTGOMERY	EXECUTIVE DI	20.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$1,228,464	$1,395,818	$163,033	$-167,354
2022	$457,435	$1,609,868	$192,478	$-1,152,433
2022	$457,435	$594,318	$1,457,568	$-136,883
2021	$444,645	$408,930	$940,251	$35,715
2020	$286,595	$222,753	$736,783	$63,842
2019	$386,412	$231,129	$355,323	$155,283
2018	$602,568	$611,185	$200,038	$-8,617

JOHNSIE AND AUBARY MONTGOMERY INST MONTGOMERY