Mountbatten House INC FY2021 filing

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To provide aid to elderly individuals and to operate Mountbatten House; a twenty four room personal care home in highlands, TX.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 59-6153086) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
The latest return is for FY2026, this tax year.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $143K a year · 56% of revenue · last 6 filings
A surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
84% of spending went to programs.
Pt IX · Ln 25 · col B
2.2 mo
of spending, in cash
Plus $739K in investments, Pt X · Ln 11–13
2.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$154K
16% of total assets
Liabilities are 16% of assets.
Pt X · Ln 26
Independent board members
10
of 10 voting members
10 of 10 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$364K
Spent
$515K
To programs
84%
Net assets
$789K
By yearFY2021–FY2026
Revenue
$364K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$364K
FY2022$349K
FY2023$330K
FY2024$351K
FY2025$128K
FY2026$3K
Expenses
$515K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$515K
FY2022$485K
FY2023$515K
FY2024$503K
FY2025$367K
FY2026$0
Net assets
$789K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$789K
FY2022$654K
FY2023$469K
FY2024$318K
FY2025$78K
FY2026$0

From the FY2021 Form 990 (year ending March 2021) · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Jan 1982.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $430K Management & general 16% · $85K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation
Admissions
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Recording Se
$0Pt VII · Sec A
$0Pt VII · Sec A
2nd Vice Pre
$0Pt VII · Sec A
Correspondin
$0Pt VII · Sec A
3rd Vice Pre
$0Pt VII · Sec A
See Mountbatten House INC executive salaries →

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 personal care and aid to elderly individuals at Mountbatten House.

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1 program · $429K · in their own filed words · FY2020
01

To provide aid to elderly individuals and to operate mountbatten house; a twenty four room personal care home in highlands, TX.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 59-6153086) · Dispute this line
$429Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$2K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$364K
Ln 12
Fees for servicesLn 2g$236K
Gifts and grantsLn 1h$60K
Other incomeLn 4–11$47K
Money outPt IX
$515K
Ln 25
Programscol B$430K
Managementcol C$85K
Owns and owesPt X
$789K
net assets · Ln 32
Cash and savingsLn 1–2$93K
Total assetsLn 16$944K
LiabilitiesLn 26$154K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$60K
Government grantsLn 1e$54K
Fees for servicesLn 2g$236K
Investment incomeLn 3$21K
Other incomeLn 4–11$47K
Gains on assetsLn 7$47K
Total revenueLn 12$364K
Assets in detailPt X, end of year
CashLn 1$93K
Cash and savings togetherLn 1–2$93K
Land, buildings, equipmentLn 10c$112K
InvestmentsLn 11–13$739K
Total assetsLn 16$944K
LiabilitiesLn 26$154K
Net assetsLn 32$789K
OperationsPt I, VI
EmployeesI 510
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$27K$93K
InvestmentsLn 11–13$714K$739K
Land, buildings, equipmentLn 10c$104K$112K
Total assetsLn 16$845K$944K
LiabilitiesLn 26$6K$154K
Net assetsLn 32$839K$789K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$310K$310K
Management feesLn 11a$3K$3K
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$48K$46K$2K
Advertising and promotionLn 12$810$810
Office expensesLn 13$4K$2K$2K
OccupancyLn 16$72K$72K
Depreciation, depletion and amortizationLn 22$29K$29K
InsuranceLn 23$36K$36K
Total functional expensesLn 25$515K$430K$85K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 LatestFiled with the IRS Aug 4, 2026 $3K$0$3K$0 990 PDF
FY2025Filed with the IRS May 29, 2025 $128K$367K−$240K$78K 990 PDF
FY2024Filed with the IRS Jun 12, 2024 $351K$503K−$152K$318K 990 PDF
FY2023Filed with the IRS Aug 8, 2023 $330K$515K−$185K$469K 990 PDF
FY2022Filed with the IRS Jun 16, 2022 $349K$485K−$135K$654K 990 PDF
FY2021 ViewingFiled with the IRS Jun 24, 2021 $364K$515K−$151K$789K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $363,775 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $98,436$59,710
I-9 Program service revenuePrior year $349,763$236,455
I-10 Investment incomePrior year $44,196$67,610
I-11 Other revenue$0
I-12 Total revenuePrior year $492,395$363,775
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $337,122$309,973
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $229,992$205,063
I-18 Total expensesPrior year $567,114$515,036
I-19 Revenue less expensesPrior year −$74,719−$151,261
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $363,775 across 7 lines filed
VIII-1b Membership dues$5,624
VIII-1e Government grants$54,086
VIII-1h Total contributions, gifts and grants$59,710
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $236,455$236,455
VIII-3 Investment incomeRelated to mission $20,789$20,789
VIII-7 Net gain or loss on sales of assetsRelated to mission $46,821$46,821
VIII-12 Total revenueRelated to mission $304,065$363,775
Part IX · Statement of functional expenses $515,036 across 10 lines filed
IX-7 Other salaries and wagesPrograms $309,973$309,973
IX-11a Management feesManagement $2,550$2,550
IX-11c Accounting feesManagement $6,946$6,946
IX-11f Investment management feesManagement $6,405$6,405
IX-11g Other fees for servicesPrograms $46,149 · Management $1,739$47,888
IX-12 Advertising and promotionManagement $810$810
IX-13 Office expensesPrograms $1,978 · Management $1,979$3,957
IX-16 OccupancyPrograms $72,334$72,334
IX-22 Depreciation, depletion and amortizationManagement $28,604$28,604
IX-23 InsuranceManagement $35,569$35,569
IX-25 Total functional expensesPrograms $430,434 · Management $84,602 · Fundraising $0$515,036
Part X · Balance sheet $943,882 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $27,124$92,572
X-10c Land, buildings and equipment, netStart of year $104,166$112,022
X-11 Publicly traded securitiesStart of year $713,779$739,288
X-16 Total assetsStart of year $845,069$943,882
X-25 Other liabilitiesStart of year $6,000$154,500
X-26 Total liabilitiesStart of year $6,000$154,500
X-27 Net assets without donor restrictionsStart of year $839,069$789,382
X-32 Total net assets or fund balancesStart of year $839,069$789,382
X-33 Total liabilities and net assetsStart of year $845,069$943,882
Part XI · Reconciliation of net assets $789,382 net assets at year end
XI-1 Total revenue$363,775
XI-2 Total expenses$515,036
XI-3 Revenue less expenses−$151,261
XI-4 Net assets at start of year$839,069
XI-5 Net unrealized gains (losses) on investments$101,574
XI-10 Net assets at end of year$789,382

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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