Montgomery Institute

Meridian, MS
Tax-exempt since May 2001
EIN: 64-0932080

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Type of Nonprofit

Designated as a 501(c)(3) 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: Community Improvement, Capacity Building / Community, Neighborhood Development, Improvement (General) (NTEE)

Donations to this organization are tax deductible.

Revenue

$402k (2024)

Expenses

$204k (2024)

Total Assets

$2.24M (2024)

Total Liabilities

$17.4k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Aug.
2024

Revenue

$402,323

Expenses

$203,815

Net Income

$198,508

Net Assets

$2,223,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$106,969	26.6%
Program Services	$0
Investment Income	$295,354	73.4%
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	$151,200	74.2%

Assets/Debt
Total Assets	$2,240,705
Total Liabilities	$17,443
Net Assets	$2,223,262

Compensation

Key Employees and Officers	Compensation	Related	Other
Beverly Knox (President)	$52,000	$0	$0
Michael Dudley (Assistant Treasurer)	$0	$0	$0
Soraya Weldon (Director)	$0	$0	$0
Lloyd Gray (Director)	$0	$0	$0
Tracy Alford (Director)	$0	$0	$0
Cd Smith (Chairman)	$0	$0	$0
Brad Huff (Treasurer/Secretary)	$0	$0	$0

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990

Filed on July 15, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Aug.
2023

Revenue

$271,637

Expenses

$259,301

Net Income

$12,336

Net Assets

$2,024,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$199,807	73.6%
Program Services	$0
Investment Income	$71,830	26.4%
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	$186,499	71.9%

Assets/Debt
Total Assets	$2,046,133
Total Liabilities	$21,379
Net Assets	$2,024,754

Compensation

Key Employees and Officers	Compensation	Related	Other
Beverly J Knox (President)	$52,000	$0	$0
Michael Dudley (Director)	$0	$0	$0
Soraya Weldon (Director)	$0	$0	$0
Archie Mcdonnell (Director)	$0	$0	$0
Tracy Alford (Director)	$0	$0	$0
Cd Smith (Chairman)	$0	$0	$0
Brad Huff (Treasurer/Secretary)	$0	$0	$0

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990

Filed on July 9, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2022

Revenue

$274,955

Expenses

$380,287

Net Income

-$105,332

Net Assets

$2,012,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$268,434	97.6%
Program Services	$3,223	1.2%
Investment Income	-$118,836
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$122,134	44.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$262,069	68.9%

Assets/Debt
Total Assets	$2,026,606
Total Liabilities	$14,188
Net Assets	$2,012,418

Compensation

Key Employees and Officers	Compensation	Related	Other
Beverly J Knox (President)	$52,000	$0	$0
Kathy Larkin (Director)	$37,862	$0	$0
Teresa F Thornhill (Director)	$0	$0	$0
Michael Dudley (Director)	$0	$0	$0
Soraya Weldon (Director)	$0	$0	$0
Archie Mcdonnell (Director)	$0	$0	$0
Tracey Alford (Director)	$0	$0	$0
Cd Smith (Chairman)	$0	$0	$0
Brad Huff (Secretary/Treasurer)	$0	$0	$0

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990

Filed on Feb. 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2021

Revenue

$820,196

Expenses

$444,470

Net Income

$375,726

Net Assets

$2,117,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$543,258	66.2%
Program Services	$2,200	0.3%
Investment Income	$274,738	33.5%
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	$24,000	5.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$303,017	68.2%

Assets/Debt
Total Assets	$2,132,323
Total Liabilities	$14,573
Net Assets	$2,117,750

Compensation

Key Employees and Officers	Compensation	Related	Other
William S Crawford (President)	$24,000	$0	$0
Teresa F Thornhill (Director)	$0	$0	$0
Michael Dudley (Director)	$0	$0	$0
Soraya Weldon (Director)	$0	$0	$0
Dr Andrea Mayfield Phd (Director)	$0	$0	$0
Beverly J Knox (Director)	$0	$0	$0
Cd Smith (Chairman)	$0	$0	$0
Brad Huff (Secretary/Treasurer)	$0	$0	$0

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990

Filed on June 3, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2020

Revenue

$299,421

Expenses

$426,392

Net Income

-$126,971

Net Assets

$1,742,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$299,247	99.9%
Program Services	$11,305	3.8%
Investment Income	-$19,832
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$8,701	2.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$24,000	5.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$286,761	67.3%

Assets/Debt
Total Assets	$1,804,752
Total Liabilities	$62,728
Net Assets	$1,742,024

Compensation

Key Employees and Officers	Compensation	Related	Other
William S Crawford (President)	$24,000	$0	$0
Teresa F Thornhill (Director)	$0	$0	$0
Michael Dudley (Director)	$0	$0	$0
Barbara Zeller (Director)	$0	$0	$0
Cd Smith (Chairman)	$0	$0	$0
Brad Huff (Secretary/Treasurer)	$0	$0	$0

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990

Filed on April 9, 2021

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Fiscal Year Ending Aug.
2019

Revenue

$396,872

Expenses

$422,477

Net Income

-$25,605

Net Assets

$1,868,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$347,595	87.6%
Program Services	$5,004	1.3%
Investment Income	$35,946	9.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$8,327	2.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$38,754	9.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$253,820	60.1%

Assets/Debt
Total Assets	$1,874,173
Total Liabilities	$5,178
Net Assets	$1,868,995

Compensation

Key Employees and Officers	Compensation	Related	Other
William S Crawford (President)	$38,754	$0	$0
Teresa F Thornhill (Director)	$0	$0	$0
Michael Dudley (Director)	$0	$0	$0
William Bill Scaggs (Executive Director)	$0	$0	$0
A'keelah Hudnall (Director)	$0	$0	$0
Kathy Larkin (Bookkeeper/Admin. Assistant)	$0	$0	$0
Cd Smith (Chairman)	$0	$0	$0
Brad Huff (Secretary/Treasurer)	$0	$0	$0

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990

Filed on July 8, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Aug.
2018

Revenue

$563,222

Expenses

$376,496

Net Income

$186,726

Net Assets

$1,894,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$437,952	77.8%
Program Services	$1,405	0.2%
Investment Income	$114,615	20.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$9,250	1.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$36,330	9.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$210,082	55.8%

Assets/Debt
Total Assets	$1,914,223
Total Liabilities	$19,623
Net Assets	$1,894,600

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Revenue

$703,381

Expenses

$573,494

Net Income

$129,887

Net Assets

$1,707,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$536,952	76.3%
Program Services	$42,158	6.0%
Investment Income	$124,271	17.7%
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	$45,960	8.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$271,819	47.4%

Assets/Debt
Total Assets	$1,718,074
Total Liabilities	$10,200
Net Assets	$1,707,874

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Revenue

$724,422

Expenses

$556,728

Net Income

$167,694

Net Assets

$1,577,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$534,288	73.8%
Program Services	$53,914	7.4%
Investment Income	$136,220	18.8%
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	$323,194	58.1%

Assets/Debt
Total Assets	$1,594,132
Total Liabilities	$16,145
Net Assets	$1,577,987

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2015

Revenue

$574,400

Expenses

$662,811

Net Income

-$88,411

Net Assets

$1,410,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$461,392	80.3%
Program Services	$152,950	26.6%
Investment Income	-$39,942
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	$336,485	50.8%

Assets/Debt
Total Assets	$1,420,148
Total Liabilities	$9,855
Net Assets	$1,410,293

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$578,287

Expenses

$463,811

Net Income

$114,476

Net Assets

$1,498,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$364,573	63.0%
Program Services	$131,262	22.7%
Investment Income	$82,452	14.3%
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	$263,184	56.7%

Assets/Debt
Total Assets	$1,551,371
Total Liabilities	$52,667
Net Assets	$1,498,704

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$1,753,479

Expenses

$1,722,424

Net Income

$31,055

Net Assets

$1,384,228

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,432,832	81.7%
Program Services	$0
Investment Income	$80,950	4.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$239,697	13.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$235,760	13.7%

Assets/Debt
Total Assets	$1,394,956
Total Liabilities	$10,728
Net Assets	$1,384,228

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$1,944,449

Expenses

$2,150,961

Net Income

-$206,512

Net Assets

$1,353,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,758,602	90.4%
Program Services	$0
Investment Income	$61,235	3.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$124,612	6.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$410,319	19.1%

Assets/Debt
Total Assets	$1,670,593
Total Liabilities	$317,420
Net Assets	$1,353,173

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$1,741,048

Expenses

$1,667,473

Net Income

$73,575

Net Assets

$1,559,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,613,444	92.7%
Program Services	$0
Investment Income	$72,455	4.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$55,149	3.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$403,606	24.2%

Assets/Debt
Total Assets	$1,700,805
Total Liabilities	$141,120
Net Assets	$1,559,685

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.

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Types of Nonprofits

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Montgomery Institute

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $402k (2024)

Expenses $204k (2024)

Total Assets $2.24M (2024)

Total Liabilities $17.4k (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$402k (2024)

Expenses

$204k (2024)

Total Assets

$2.24M (2024)

Total Liabilities

$17.4k (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001