MERIDIAN, MS
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)THE MONTGOMERY INSTITUTE, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $402K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $199K, a strong 49% operating margin.
THE CORPORATION IS A NONPROFIT CORPORATION ORGANIZED FOR THE FOLLOWING EXCLUSIVELY CHARITABLE, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW (REFERRED TO IN THESE ARTICLES OF INCORPORATION AS THE "CODE"): TO EDUCATE, TRAIN, AND INFORM CITIZEN LEADERS WHO WILL THEN BE ABLE TO INSTIGATE, NURTURE, PROMOTE, COORDINATE, AND ASSIST IN THE FORMATION, DIRECTION, AND EXECUTION OF UNDERTAKINGS LEADING TO THE UPBUILDING OF COMMUNITIES IN THE EASTERN PORTION OF MISSISSIPPI AND WESTERN PORTION OF ALABAMA, WITH EMPHASIS ON ACTIVITIES THAT REVITALIZE OR STABILIZE LOW- OR MODERATE-INCOME GEOGRAPHIES AND DISTRESSED OR UNDERSERVED NONMETROPOLITAN MIDDLE-INCOME GEOGRAPHIES DESIGNATED BY THE BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM, FEDERAL DEPOSIT INSURANCE CORPORATION, AND OFFICE OF THE COMPTROLLER OF THE CURRENCY. IN ACCORDANCE WITH THIS PURPOSE, T
A) Strategic thinking and analysis services to area community organizations for pursuit of innovative programs and resources for improved overall healthcare; B) coordinated research and planning...
A) Strategic thinking and analysis services to area community organizations for pursuit of innovative programs and resources for improved overall healthcare; B) coordinated research and planning sessions among health care providers and community leaders to operate the Community Health Improvement Network, a HRSA designated rural health network. C) Information Dissemination: the Community Health Improvement Network, created brochures disseminating public health information dispelling myths about the COVID-19 vaccine to spread vaccine confidence in Lauderdale, Neshoba, & Kemper counties. The Montgomery Institute continued as the sponsor of the Kemper, Neshoba, and Noxubee Counties tobacco-free coalition program that disseminates anti-tobacco information to students in three counties of East Mississippi. TMI maintains its www.tmi.ms website to provide information to citizens and community leaders in the bi-state region. D) Resource Gathering: During this fiscal year, The Montgomery Institute received grants and contributions supporting initiatives that addressed leadership and workforce development, strategic thinking and analysis, and information dissemination: 1) private foundation and business and individual gifts supporting the Meridian Freedom Project; and 2) public funds supporting the Kemper, Neshoba, and Noxubee Counties tobacco-free coalition program. TMI also maintained its endowment. TMI received contributions from individuals and businesses to be used as matching funds for grants and to support operations. 3) The Community Health Improvement Network used data gathered from Community Needs Assessments from local hospitals to support community health education through Lunch & Learn events for the underserved and underprivileged population. E) Activities that revitalize or stabilize low- or moderate-income people or geographies in the region: Through the Meridian Freedom Project TMI provided services to low-to-moderate income students from public and private schools in Lauderdale county; TMI also provided support services for the Community Health Improvement Network, a charitable organization created to improve health care outcomes for the low-income, underserved population in Lauderdale County.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $402,323 | $271,637 | +0.5% |
| Expenses | $203,815 | $259,301 | -0.2% |
| Net Income | $198,508 | $12,336 | +15.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MICHAEL DUDLEY | ASSISTANT TREASURER | 2.00 |
Director
|
$0 | $0 | $0 |
| SORAYA WELDON | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| LLOYD GRAY | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| TRACY ALFORD | DIRECTOR | 2.00 |
Director
|
$0 | $0 | $0 |
| CD SMITH | CHAIRMAN | 2.00 |
Officer
|
$0 | $0 | $0 |
| BRAD HUFF | TREASURER/SECRETARY | 2.00 |
Officer
|
$0 | $0 | $0 |
| BEVERLY KNOX | PRESIDENT | 30.00 |
Officer
|
$52,000 | $0 | $52,000 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $402,323 | $203,815 | $2,240,705 | $198,508 |
| 2023 | $271,637 | $259,301 | $2,046,133 | $12,336 |
| 2022 | $274,955 | $380,287 | $2,026,606 | $-105,332 |
| 2021 | $820,196 | $444,470 | $2,132,323 | $375,726 |
| 2020 | $299,421 | $426,392 | $1,804,752 | $-126,971 |
| 2019 | $396,872 | $422,477 | $1,874,173 | $-25,605 |
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