Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc
Johnsie & Aubary Montgomeryinstitute experiences significant asset decline despite recent revenue growth, maintaining zero officer compensation.
EIN: 204238821 · Houston, TX · NTEE: H43 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.2M |
| Total Expenses | $594K |
| Program Spending | 80% |
| Net Assets | $450K |
| Transparency Score | 70/100 |
Is Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc (EIN: 204238821) is a nonprofit organization based in Houston, TX, classified under NTEE code H43. The organization reported total revenue of $1.2M and total assets of $163K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc is a mid-size nonprofit that has been operating for 19 years, with 12 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 15.0%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $457K |
| Total Expenses | $594K |
| Surplus / Deficit | $-136,883 |
| Total Assets | $1.5M |
| Total Liabilities | $1.0M |
| Net Assets | $450K |
| Operating Margin | -29.9% |
| Debt-to-Asset Ratio | 69.1% |
| Months of Reserves | 29.4 months |
Financial Health Grade: C
In 2022, Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc reported a deficit of $137K with expenses exceeding revenue, holds 29.4 months of operating reserves (strong position), has a debt-to-asset ratio of 69.1% (high leverage).
Financial Trends
Over 12 years of filings (2011–2022), Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc's revenue has grown at a compound annual growth rate (CAGR) of 15.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | +2.9% | +45.3% | +55.0% |
| 2021 | +55.1% | +83.6% | +27.6% |
| 2020 | -25.8% | -3.6% | +107.4% |
| 2019 | -35.9% | -62.2% | +77.6% |
| 2018 | +42.7% | +45.8% | -4.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc with a Mission Score of 70 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $137K, with expenses exceeding revenue.
- Debt-to-asset ratio: 69.1%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that no salaries or benefits are paid to officers, which is highly unusual for an organization of this size and suggests a volunteer-led executive team.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc's IRS 990 filings:
- Significant and unexplained asset decline from $1,457,568 in 2022 to $163,033 currently.
- Expenses exceeded revenue in multiple years (e.g., 2022, 2018, 2014), indicating periods of financial deficit.
- High liabilities relative to assets in 2022 ($1,007,677 liabilities vs $1,457,568 assets), suggesting potential financial leverage or obligations.
Strengths
The following positive indicators were identified for Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc:
- Consistent 0% officer compensation across all reported years, indicating a strong commitment to directing funds to mission.
- Demonstrated ability to generate substantial revenue, with the latest reported revenue at $1,228,464.
- Long history of IRS 990 filings (12 filings), suggesting consistent operation and compliance.
Frequently Asked Questions about Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc
Is Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc a legitimate charity?
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc (EIN: 204238821) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 70/100. It has 12 years of IRS 990 filings on record. Total revenue: $1.2M. 3 red flags identified. 3 strengths noted. Financial health grade: C.
How does Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc spend its money?
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc tax-deductible?
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc is registered as a tax-exempt nonprofit (EIN: 204238821). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc's spending goes to programs?
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc compare to similar nonprofits?
With a transparency score of 70/100 (Good), Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc is above average for NTEE category H43 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc located?
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc is headquartered in Houston, Texas and files with the IRS under EIN 204238821. It is classified under NTEE code H43.
How many years of IRS 990 filings does Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc have?
Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.2M in total revenue.
Why did the organization's assets decrease from $1,457,568 in 2022 to $163,033 currently?
The provided data does not specify the reason for this significant asset reduction. It could be due to asset sales, depreciation, or a reclassification of funds, and would require reviewing the full 990 forms for detailed balance sheet changes.
How does the organization sustain operations with 0% officer compensation?
The consistent 0% officer compensation suggests that the organization's leadership may be entirely volunteer-based or compensated through other means not categorized as officer compensation, which is a rare but commendable practice for a nonprofit.
What caused the expense overages in 2022 ($594,318 expenses vs $457,435 revenue) and other deficit years?
The provided data does not detail the specific expenses that led to these deficits. It could be due to significant program investments, unexpected operational costs, or a temporary dip in revenue, requiring a deeper dive into the expense breakdown in the 990 filings.
What is the specific nature of the 'Medical Education & Research' programs funded by the organization?
The NTEE code H43 indicates a focus on medical education and research. However, the provided financial data does not offer specifics on the types of programs or research initiatives undertaken by the organization.
Filing History
IRS 990 filing history for Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2011–2022), Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc's revenue has grown by 365.8%, moving from $98K to $457K. Total assets increased by 4889.3% over the same period, from $29K to $1.5M. Total functional expenses rose by 545.2%, from $92K to $594K. In its most recent filing year (2022), Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc reported a deficit of $137K, with expenses exceeding revenue. The organization holds $1.0M in liabilities against $1.5M in assets (debt-to-asset ratio: 69.1%), resulting in net assets of $450K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $457K | $594K | $1.5M | $1.0M | — | View 990 |
| 2021 | $445K | $409K | $940K | $353K | — | View 990 |
| 2020 | $287K | $223K | $737K | $186K | — | View 990 |
| 2019 | $386K | $231K | $355K | $116K | — | View 990 |
| 2018 | $603K | $611K | $200K | $116K | — | View 990 |
| 2017 | $422K | $419K | $209K | $116K | — | View 990 |
| 2016 | $433K | $418K | $205K | $116K | — | View 990 |
| 2015 | $338K | $339K | $191K | $116K | — | View 990 |
| 2014 | $543K | $627K | $192K | $116K | — | View 990 |
| 2013 | $397K | $391K | $160K | $0 | — | View 990 |
| 2012 | $377K | $252K | $154K | $0 | — | View 990 |
| 2011 | $98K | $92K | $29K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $457K, expenses of $594K, and assets of $1.5M (revenue +2.9% year-over-year).
- 2021: Revenue of $445K, expenses of $409K, and assets of $940K (revenue +55.1% year-over-year).
- 2020: Revenue of $287K, expenses of $223K, and assets of $737K (revenue -25.8% year-over-year).
- 2019: Revenue of $386K, expenses of $231K, and assets of $355K (revenue -35.9% year-over-year).
- 2018: Revenue of $603K, expenses of $611K, and assets of $200K (revenue +42.7% year-over-year).
- 2017: Revenue of $422K, expenses of $419K, and assets of $209K (revenue -2.4% year-over-year).
- 2016: Revenue of $433K, expenses of $418K, and assets of $205K (revenue +28.1% year-over-year).
- 2015: Revenue of $338K, expenses of $339K, and assets of $191K (revenue -37.8% year-over-year).
- 2014: Revenue of $543K, expenses of $627K, and assets of $192K (revenue +36.9% year-over-year).
- 2013: Revenue of $397K, expenses of $391K, and assets of $160K (revenue +5.3% year-over-year).
- 2012: Revenue of $377K, expenses of $252K, and assets of $154K (revenue +283.5% year-over-year).
- 2011: Revenue of $98K, expenses of $92K, and assets of $29K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc:
Data Sources and Methodology
This transparency report for Johnsie & Aubary Montgomeryinstitute Of Med Edu & Research Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.