Skip to content
ProPublica Donate
ProPublica Donate

Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Medical Research / Heart, Circulatory Research (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2022 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$457k (2022)

Expenses
$594k (2022)

Total Assets
$1.46M (2022)

Total Liabilities
$1.01M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$457,435
Expenses
$594,318
Net Income
-$136,883
Net Assets
$449,891
Notable Sources of Revenue Percent of Total Revenue
Contributions $457,435
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,457,568
Total Liabilities $1,007,677
Net Assets $449,891
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Baxter Montgomery Jr (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$444,645
Expenses
$408,930
Net Income
$35,715
Net Assets
$586,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $444,645
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $940,251
Total Liabilities $353,476
Net Assets $586,775
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Baxter Montgomery Jr (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$286,595
Expenses
$222,753
Net Income
$63,842
Net Assets
$551,060
Notable Sources of Revenue Percent of Total Revenue
Contributions $286,595
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $736,783
Total Liabilities $185,723
Net Assets $551,060
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Otis Mitchell (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$386,412
Expenses
$231,129
Net Income
$155,283
Net Assets
$239,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $386,344
100.0%
Program Services $0
Investment Income $68
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $355,323
Total Liabilities $116,242
Net Assets $239,081
Compensation
Key Employees and Officers Compensation Related Other
J Otis Mitchell (Director) $0 $0 $0
Don Montgomery (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$602,568
Expenses
$611,185
Net Income
-$8,617
Net Assets
$83,796
Notable Sources of Revenue Percent of Total Revenue
Contributions $602,568
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $200,038
Total Liabilities $116,242
Net Assets $83,796
Compensation
Key Employees and Officers Compensation Related Other
Don Montgomery (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$422,392
Expenses
$419,084
Net Income
$3,308
Net Assets
$92,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $415,622
98.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,770
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $208,655
Total Liabilities $116,242
Net Assets $92,413
Compensation
Key Employees and Officers Compensation Related Other
Don Montgomery (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$432,869
Expenses
$417,818
Net Income
$15,051
Net Assets
$89,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $408,253
94.3%
Program Services $0
Investment Income $4
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,612
5.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $205,347
Total Liabilities $116,242
Net Assets $89,105
Compensation
Key Employees and Officers Compensation Related Other
Don Montgomery (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$337,938
Expenses
$339,350
Net Income
-$1,412
Net Assets
$74,256
Notable Sources of Revenue Percent of Total Revenue
Contributions $311,174
92.1%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $26,764
7.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $190,518
Total Liabilities $116,262
Net Assets $74,256
Compensation
Key Employees and Officers Compensation Related Other
Don Montgomery (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$543,187
Expenses
$627,376
Net Income
-$84,189
Net Assets
$75,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $492,958
90.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $50,229
9.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $108,000
17.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $191,930
Total Liabilities $116,262
Net Assets $75,668
Compensation
Key Employees and Officers Compensation Related Other
Don Montgomery (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Exec Direct) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$396,638
Expenses
$390,510
Net Income
$6,128
Net Assets
$159,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $396,638
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $159,857
Total Liabilities $0
Net Assets $159,857
Compensation
Key Employees and Officers Compensation Related Other
Don Montgomery (Director) $0 $0 $0
J Otis Mitchell (Director) $0 $0 $0
Scott Van Note (Director) $0 $0 $0
Baxter Montgomery (Exec Direct) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$376,602
Expenses
$252,087
Net Income
$124,515
Net Assets
$153,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,000
29.2%
Program Services $258,602
68.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,000
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $153,729
Total Liabilities $0
Net Assets $153,729

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$98,197
Expenses
$92,112
Net Income
$6,085
Net Assets
$29,214
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,263
61.4%
Program Services $37,934
38.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,214
Total Liabilities $0
Net Assets $29,214

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »