The Montrose Center

EIN: 742050245 501(c)(3) Mental Health

Houston, TX

Total Revenue
$10,924,612
Total Expenses
$10,978,592
Total Assets
$18,554,989
Net Assets
$10,224,372
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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
TX
Principal Officer
Avery Belyeu
Phone
7135290037
Tax Period
2023-09-01 to 2024-08-31

The Montrose Center, founded in 1978, is a mid-sized nonprofit in the Mental Health sector that reported $10.9M in total revenue in fiscal year 2023.

Mission

The Montrose Center (TMC) empowers our community, primarily gay, lesbian, bisexual, and transgender individuals and their families, to enjoy healthier and more fulfilling lives by providing culturally affirming and affordable behavioral health and prevention services.

Program Service Accomplishments

Program 1
Expenses: $5,330,412 Revenue: $314,710

Case management provided services to clients and outreach participants to promote continuity of care so clients can function independently using government, private, and community resources. To...

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Case management provided services to clients and outreach participants to promote continuity of care so clients can function independently using government, private, and community resources. To support this intention, we provide services to assist clients in dealing with challenges to living a healthy life, including access to mental and psychosocial services in a timely and coordinated manner. These services include assistance with obtaining and completing governmental forms, as well as locating transportation, housing, and other resources. In addition to case management services for those living with HIV disease, specialized case management services are available to deaf/hard of hearing and survivors of sexual assault, domestic violence, or a bias/hate crime.

Program 2
Expenses: $3,335,677 Revenue: $814,303

The Montrose Center's counseling services are part of the Living Insightfully for Empowerment (LIFE) program, a psychotherapy and counseling program designed to empower clients' self-sufficiency in...

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The Montrose Center's counseling services are part of the Living Insightfully for Empowerment (LIFE) program, a psychotherapy and counseling program designed to empower clients' self-sufficiency in recovery without fear of encountering prejudice, ignorance, homophobia, or heterosexism in an LGBT-affirming environment. LIFE serves special populations of the LGBT community through Anti-Violence, HIV/AIDS, and Chemical Dependency programming. Anti-Violence staff provides counseling services to address issues related to domestic violence, sexual assault, hate crimes, and childhood sexual abuse. HIV/AIDS staff provides individual couples and group counseling to people affected by or infected with HIV or AIDS.See Schedule OChemical Dependency counselors offer a combination of education, therapy, and counseling as a state-licensed outpatient treatment program designed primarily for the LGBT community. All programs above are LGBT affirming to provide the best service and outcomes for the target population. All phases of the program offer services to family members and others significant in the lives of clients participating in the program. Counseling services had in-kind professional services in the form of student interns. The value of the in-kind services was $99,952.

Program 3
Expenses: $609,210 Revenue: $29,568

The senior program provides counseling, case management services, social and recreational activities, and health wellness education to LGBT people 60 and over. The Youth program provides adolescents...

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The senior program provides counseling, case management services, social and recreational activities, and health wellness education to LGBT people 60 and over. The Youth program provides adolescents and young adults who identify as LGBTQ outreach, counseling, role models, and peer support to help prevent homelessness among youth. The Women's program supports lesbian women, breaking down barriers that lesbians face when accessing health and social services through advocacy, professional and community education, and case management. The program also holds an annual celebration dance supporting women and their friends. The Senior program had in-kind professional services in the form of student interns. The value of the in-kind services was $11,043.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,785,291
Program Service Revenue $1,177,456
Investment Income $51,120
Other Revenue $-89,255
TOTAL REVENUE $10,924,612

Expense Breakdown

Grants Paid $2,986,125
Salaries & Benefits $6,278,618
Fundraising Expenses $771,552
Program Expenses $9,631,138
Other Expenses $1,713,849
TOTAL EXPENSES $10,978,592

Year-over-Year Comparison

2023 2022 Change
Revenue $10,924,612 $10,725,380 +0.0%
Expenses $10,978,592 $9,358,374 +0.2%
Net Income $-53,980 $1,367,006 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
103
Volunteers
1007

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
9
$335,820
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Gary Wood CPC CTS President 10.00
Officer Director
$0 $0 $0
Jane Robinson JD Vice-President 4.00
Officer Director
$0 $0 $0
Clark Caperton MPA Treasurer 5.00
Officer Director
$0 $0 $0
Christopher Delphin JD Secretary 5.00
Officer Director
$0 $0 $0
David Ramirez At-Large 3.00
Officer Director
$0 $0 $0
Tina Burgos Director 3.00
Officer Director
$0 $0 $0
Karen Carlson MS Director 3.00
Director
$0 $0 $0
Bryan Cotton Director 3.00
Director
$0 $0 $0
Marvin Fuentes Director 3.00
Director
$0 $0 $0
Paul Guillory Director 3.00
Director
$0 $0 $0
Tara Kelly Director 3.00
Director
$0 $0 $0
Jani Lopez Director 3.00
Director
$0 $0 $0
Nancy Sims MLA Director 3.00
Director
$0 $0 $0
Ann J Robison PhD Executive Director to 4/24 40.00
Officer
$209,048 $14,755 $247,031
Avery Belyeu CEO from 2/24 40.00
Officer
$0 $0 $0
Gary J Powers CMA Finance Director 40.00
Officer
$78,062 $2,653 $88,789
Marshall Loftin Chief Development Officer 40.00
Highest
$135,911 $14,710 $150,621
William Batts Chief Operating Officer 40.00
Highest
$108,333 $3,048 $111,381
Russell Leisher Chief Behavioral Health Officer 40.00
Highest
$102,246 $2,595 $104,841
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
2025 No data No data No data No data
2024 $10,924,612 $10,978,592 $18,554,989 $-53,980
2023 $10,725,380 $9,358,374 $19,004,479 $1,367,006
2022 $8,619,176 $8,102,630 $14,608,136 $516,546
2021 $11,191,975 $8,382,794 $14,449,407 $2,809,181
2020 $12,966,539 $7,936,577 $33,456,647 $5,029,962
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