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Montis Residential FY2020 filing

Tax-deductible

Gadsden, AL501(c)(3)Human Services EIN 46-4518539Revenue $1.2M in FY2020

On file with the IRSPo Box 7, 35902-0007 · Gadsden, ALTax-exempt since Aug 2014Publicly supported — 509(a)(2)

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The specific mission of Montis Residential is to provide safe and appropriate housing for intellectually, developmentally and mentally disabled persons; to create and sustain a healty environment for intellectually, developmentally and mentally disabled persons; and to improve mental health of the community at large.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $130K a year · 13% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$55K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
Spent
$1.1M
To programs
66%
Net assets
$346K
By yearFY2020–FY2025
Revenue
$1.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$897K
FY2023$775K
FY2024$959K
FY2025$979K
Expenses
$1.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$813K
FY2022$765K
FY2023$867K
FY2024$782K
FY2025$936K
Net assets
$346K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$346K
FY2021$737K
FY2022$868K
FY2023$776K
FY2024$953K
FY2025$996K

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $711K Management & general 34% · $364K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Kathy West
Executive Director
$0Pt VII · Sec A
Don Steward
President
$0Pt VII · Sec A
Craig Inzer
Vice President
$0Pt VII · Sec A
Katie Bracket
Secretary/Treasurer
$0Pt VII · Sec A
See Montis Residential executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides safe housing and healthy environments for individuals with intellectual, developmental, and mental disabilities.

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1 program · $711K · in their own filed words · FY2019
01

The specific mission of montis residential is to provide safe and appropriate housing for intellectually, developmentally and mentally disabled persons; to create and sustain a healty environment for intellectually, developmentally and mentally disabled persons; and to improve mental health of the community at large.

$711Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.2M
Ln 12
Fees for servicesLn 2g$1.1M
Gifts and grantsLn 1h$121K
Investment incomeLn 3$2K
Money outPt IX
$1.1M
Ln 25
Programscol B$711K
Managementcol C$364K
Owns and owesPt X
$346K
net assets · Ln 32
Cash and savingsLn 1–2$234K
Total assetsLn 16$401K
LiabilitiesLn 26$55K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$121K
Government grantsLn 1e$120K
Fees for servicesLn 2g$1.1M
Investment incomeLn 3$2K
Gains on assetsLn 7−$4K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$234K
Cash and savings togetherLn 1–2$234K
Land, buildings, equipmentLn 10c$16K
Total assetsLn 16$401K
LiabilitiesLn 26$55K
Net assetsLn 32$346K
OperationsPt I, VI
EmployeesI 598
VolunteersI 60
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$98K$234K
Land, buildings, equipmentLn 10c$12K$16K
Total assetsLn 16$273K$401K
LiabilitiesLn 26$58K$55K
Net assetsLn 32$216K$346K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$514K$514K
Other employee benefitsLn 9$14K$14K
Payroll taxesLn 10$42K$42K
Management feesLn 11a$358K$358K
Legal feesLn 11b$875$875
OccupancyLn 16$87K$87K
Depreciation, depletion and amortizationLn 22$986$986
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$29K$29K
All other expensesLn 24e$16K$12K$5K
Total functional expensesLn 25$1.1M$711K$364K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $979K$936K$43K$996K 990 PDF
FY2024 $959K$782K$177K$953K 990 PDF
FY2023 $775K$867K−$92K$776K 990 PDF
FY2022 $897K$765K$131K$868K 990 PDF
FY2021 $1.2M$813K$390K$737K 990 PDF
FY2020 Viewing $1.2M$1.1M$131K$346K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,204,690 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $150$120,925
I-9 Program service revenuePrior year $1,190,266$1,086,127
I-10 Investment incomePrior year $2,249−$2,362
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,192,665$1,204,690
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $637,515$569,913
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $538,701$504,161
I-18 Total expensesPrior year $1,176,216$1,074,074
I-19 Revenue less expensesPrior year $16,449$130,616
Part VI · Governance 3 of 3 board members independent, 3 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $1,204,690 across 7 lines filed
VIII-1e Government grants$119,975
VIII-1f All other contributions, gifts and grants$950
VIII-1h Total contributions, gifts and grants$120,925
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,086,127$1,086,127
VIII-3 Investment incomeExcluded from tax $1,905$1,905
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$4,267−$4,267
VIII-12 Total revenueRelated to mission $1,086,127 · Unrelated business $0 · Excluded from tax −$2,362$1,204,690
Part IX · Statement of functional expenses $1,074,074 across 10 lines filed
IX-7 Other salaries and wagesPrograms $514,143$514,143
IX-9 Other employee benefitsPrograms $13,739$13,739
IX-10 Payroll taxesPrograms $42,031$42,031
IX-11a Management feesManagement $358,000$358,000
IX-11b Legal feesManagement $875$875
IX-16 OccupancyPrograms $86,923$86,923
IX-22 Depreciation, depletion and amortizationPrograms $986$986
IX-23 InsurancePrograms $11,678$11,678
IX-24 Other expenses (24a–d)Programs $29,282$29,282
IX-24e All other expensesPrograms $11,760 · Management $4,657$16,417
IX-25 Total functional expensesPrograms $710,542 · Management $363,532 · Fundraising $0$1,074,074
Part X · Balance sheet $401,132 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $98,210$233,927
X-4 Accounts receivableStart of year $162,685$151,667
X-10c Land, buildings and equipment, netStart of year $12,151$15,538
X-16 Total assetsStart of year $273,046$401,132
X-17 Accounts payable and accrued expensesStart of year $57,540$55,010
X-26 Total liabilitiesStart of year $57,540$55,010
X-27 Net assets without donor restrictionsStart of year $215,506$346,122
X-32 Total net assets or fund balancesStart of year $215,506$346,122
X-33 Total liabilities and net assetsStart of year $273,046$401,132
Part XI · Reconciliation of net assets $346,122 net assets at year end
XI-1 Total revenue$1,204,690
XI-2 Total expenses$1,074,074
XI-3 Revenue less expenses$130,616
XI-4 Net assets at start of year$215,506
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$346,122

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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