Assistance League of Montgomery County

EIN: 760438092 501(c)(3) Human Services

Conroe, TX

Total Revenue
$1,014,119
Total Expenses
$1,121,594
Total Assets
$2,016,724
Net Assets
$1,875,955
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
TX
Principal Officer
Jane Atwell
Phone
9367601151
Tax Period
2024-06-01 to 2025-05-31

Assistance League of Montgomery County, founded in 1994, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

A non-profit organization of volunteers dedicated to transforming the lives of children and adults in Montgomery County through community programs.

Program Service Accomplishments

Program 1
Expenses: $502,932

Operation School Bell provides new clothing and shoes to pre-kindergarten through high school students who have been referred by Montgomery County school counselors, as well as clothing to school...

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Operation School Bell provides new clothing and shoes to pre-kindergarten through high school students who have been referred by Montgomery County school counselors, as well as clothing to school clothes closets and children in Montgomery County emergency shelters. It also provides book donations to children and schools, along with in-school reading events and Poison Information - Always Ask presentations. Such presentations teach children to "Always Ask" before drinking or eating unknown substances. This year 36,072 students were served.

Program 2
Expenses: $318,341

Scholarship provides scholarships for various types of continuing education. Recipients include high school graduates attending a Texas public college or university, adults needing to return to...

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Scholarship provides scholarships for various types of continuing education. Recipients include high school graduates attending a Texas public college or university, adults needing to return to education to better their quality of life, adults and high school students needing certification courses to obtain employment and mentally, physically or emotionally challenged individuals for therapeutic programs. This year awarded scholarships helped 1,969 students.

Program 3
Expenses: $76,034

Community Partner Outreach provides for basic needs of the homeless, residents in need and others in transition in Montgomery County. This program provides thrift shop vouchers and "Welcome Home"...

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Community Partner Outreach provides for basic needs of the homeless, residents in need and others in transition in Montgomery County. This program provides thrift shop vouchers and "Welcome Home" baskets to individuals and families referred by several community service agencies. Healthy snacks are given to schools for at-risk children. Supplies are furnished to various agencies to help with their assistance to individual in need. Holiday celebrations are provided for local residents with disabilities. During the year, 82,797 people have been helped.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $946,611
Program Service Revenue $13,787
Investment Income $35,521
Other Revenue $18,200
TOTAL REVENUE $1,014,119

Expense Breakdown

Grants Paid $309,090
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $960,104
Other Expenses $812,504
TOTAL EXPENSES $1,121,594

Year-over-Year Comparison

2024 2023 Change
Revenue $1,014,119 $1,074,899 -0.1%
Expenses $1,121,594 $1,055,218 +0.1%
Net Income $-107,475 $19,681 -6.5%
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
10
Independent Members
10
Employees
N/A
Volunteers
230

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
7
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kristie Guerriero Director 7.05
Director
$0 $0 $0
Rhonda Darby Director 2.01
Director
$0 $0 $0
Mary Henry Director 1.92
Director
$0 $0 $0
Joanne Heitmiller Director 11.89
Director
$0 $0 $0
Sandy Katri Director 5.83
Director
$0 $0 $0
Patrice Ledden President 19.09
Officer
$0 $0 $0
Jane Atwell President 15.52
Officer
$0 $0 $0
Cheryl Ryon Vice President 10.54
Officer
$0 $0 $0
Rodgie Mann Vice President 23.08
Officer
$0 $0 $0
Karen Walker Treasurer 18.86
Officer
$0 $0 $0
Trudy Halvorson Secretary 4.86
Officer
$0 $0 $0
Molly Parkhill Vice President 11.88
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
2025 $1,014,119 $1,121,594 $2,016,724 $-107,475
2024 $1,074,899 $1,055,218 $2,120,968 $19,681
2023 $1,101,498 $934,665 $2,058,947 $166,833
2022 $976,018 $780,393 $1,869,190 $195,625
2021 $717,458 $729,259 $1,659,981 $-11,801
2020 $742,118 $803,604 $1,670,359 $-61,486
2019 $816,597 $782,095 $1,745,262 $34,502
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