Mountbatten House INC EIN 59-6153086 Form 990 (PDF) Claim this org

Mountbatten House INC FY2023 filing

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Provides personal care and aid to elderly individuals at Mountbatten House. For fiscal year 2023 it reported $330K in revenue, $515K in expenses, and $469K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
Houston, TX
Website
www.mountbattenhouse.net
Filings
5 on file (2021–2023)
Revenue
$330KFY2023
Expenses
$515K
Net assets
$469K
People
10
Filings
5
Updates
0
More identity details & actions ⌄
EIN  59-6153086 Public charity (501(c)(3)) Houston, TX
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
Provides personal care and aid to elderly individuals at Mountbatten House.
Leadership
Claire Cooper · Admissions
Money in and out
$330K revenue, $515K expenses
Bottom line
88% program efficiency
Where the money goes · FY2023
Total revenue
$330K
Pt VIII · Ln 12
Total expenses
$515K
Pt IX · Ln 25
Net assets
$469K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$185K
Where spending went · Part IX cols B–D
Program services $0.88 Management & general $0.12
Program efficiency
88%
of spending reaches programs
Operating runway
9.7mo
months of highly liquid reserves at operating expense rate
Surplus margin
-56%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$330K
FY2023▼ -6%
Expenses
$515K
FY2023▲ +6%
Total assets
$472K
FY2023▼ -36%
Total liabilities
$2K
FY2023▼ -97%
Total revenue
$330K
Pt VIII · Ln 12
Total expenses
$515K
Pt IX · Ln 25
Net assets
$469K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$185K
Total assetsPt X · Ln 16$472K
Program-expense ratioPt IX · col B88%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410
Mission & Programs · Part III

Where the work happens

1 program service account for $447K of program spending, described in the organization's own filed words · FY2022.
01

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

$447Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMountbatten House INC
EINHdr · item D59-6153086
Principal addressHdr · item CHouston, TX
WebsiteHdr · item Jwww.mountbattenhouse.net
Year of formationHdr · item Lpending
State of legal domicileHdr · item MTX
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P75Z)
Ruling yearIRS BMFJan 1982

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
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
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Statement of Revenue

Part VIII
Contributions & grants$137K · 42%
Program service revenue$116K · 35%
Other revenue$75K · 23%
Investment income$2K · 1%
Contributions & grants42%$137K
Program service revenue35%$116K
Other revenue23%$75K
Investment income1%$2K
— government grantsLn 1e$66K
Total revenueLn 12$330K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.88 Management & general $0.12
Program services88%$454K
Management & general12%$61K
Total functional expensesLn 25$515K

Balance Sheet

Part X · end of year
CashLn 1$47K
Total assetsLn 16$472K
Total liabilitiesLn 26$2K
Total net assetsLn 32$469K
Months of cash on handcomputed1.1

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $418K · Operating expenses/yr $515K
9.7 months
Where the money goes
Program services
Program services $454K · Total expenses $515K
88%
Management & General
Management & general $61K · Total expenses $515K
12%
Fundraising
Fundraising $0 · Total expenses $515K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $29K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $137K · Total revenue $330K
42%
Government reliance
Government grants $66K · Total revenue $330K
20%
Earned-income share
Program service revenue $116K · Total revenue $330K
35%
Investment reliance
Investment income $2K · Total revenue $330K
+0.5%
Program self-sufficiency
Program service revenue $116K · Total expenses $515K
22%
Growth & trend
Revenue growth (YoY)
This year $330K · Prior year $349K
-6%
Net-asset trend (YoY)
End of year $469K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $330K · Expenses $515K
-56%
Liabilities-to-Assets
Total liabilities — · Total assets $472K
Net-asset ratio
Net assets $469K · Total assets $472K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $371K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $472K
79%
People & payroll
Highest Reported Total Compensation
Individual Claire Cooper · Reported title ADMISSIONS · Highest reported compensation $0 · Total expenses $515K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $275K · Total expenses $515K
53%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 88%
Overhead ratio 12%
Fundraising cost ratio 0%
Revenue growth -6%
Investment management fee ratio 0.9%
Accounting fee ratio 0.9%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

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

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$128K revenue · ⤓ 990 PDF
FY2024$351K revenue · ⤓ 990 PDF
FY2023$330K revenue · viewing · ⤓ 990 PDF
FY2022$349K revenue · ⤓ 990 PDF
FY2021$364K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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