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Mountbatten House INC FY2025 filing

Tax-deductible

Houston, TX501(c)(3)Since 1975Human ServicesEIN 59-6153086

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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.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · 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
0 of 5
filings with a surplus
Average deficit $173K a year · 57% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$128K
-64% vs prior year
Spent
$367K
To programs
85%
Net assets
$78K
By yearFY2021–FY2025
Revenue
$128K
FY2025▼ -64%
Revenue by fiscal year
FY2021$364K
FY2022$349K
FY2023$330K
FY2024$351K
FY2025$128K
FY2025$3K
Expenses
$367K
FY2025▼ -27%
Expenses by fiscal year
FY2021$515K
FY2022$485K
FY2023$515K
FY2024$503K
FY2025$367K
FY2025$0
Net assets
$78K
FY2025▼ -75%
Net assets by fiscal year
FY2021$789K
FY2022$654K
FY2023$469K
FY2024$318K
FY2025$78K
FY2025$0

From the FY2025 Form 990 (year ending March 2025) · see the original

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You’re viewing the FY2025 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 Jan 1982.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $312K Management & general 15% · $56K

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 · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Claire Cooper
Admissions
$0Pt VII · Sec A
$0Pt VII · Sec A
Linda Jessett
President
$0Pt VII · Sec A
Kay Kempken
Recording Se
$0Pt VII · Sec A
$0Pt VII · Sec A
Christine Parkin
2nd Vice Pre
$0Pt VII · Sec A
Alice Pillsbury
Correspondin
$0Pt VII · Sec A
Nanette Scroggins
3rd Vice Pre
$0Pt VII · Sec A
See Mountbatten House INC 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 personal care and aid to elderly individuals at Mountbatten House.

Provided by the organization

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1 program · $271K · in their own filed words · FY2024
01

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

$271Kprogram 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
Dian Graves Owen FoundationFY2024$2K
Total grants receivedfrom 1 funder$2K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$128K
Ln 12
Fees for servicesLn 2g$151K
Investment incomeLn 3$7K
Money outPt IX
$367K
Ln 25
Programscol B$312K
Managementcol C$56K
Owns and owesPt X
$78K
net assets · Ln 32
Cash and savingsLn 1–2$32K
Total assetsLn 16$78K
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$151K
Investment incomeLn 3$7K
Gains on assetsLn 7−$30K
Total revenueLn 12$128K
Assets in detailPt X, end of year
CashLn 1$32K
Cash and savings togetherLn 1–2$32K
InvestmentsLn 11–13$43K
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$78K
LiabilitiesLn 26$0
Net assetsLn 32$78K
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 FY25End FY25
Cash and savingsLn 1–2$28K$32K
InvestmentsLn 11–13$263K$43K
Land, buildings, equipmentLn 10c$32K$3K
Total assetsLn 16$324K$78K
LiabilitiesLn 26$6K$0
Net assetsLn 32$318K$78K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$150K$150K
Payroll taxesLn 10$38K$38K
Management feesLn 11a$675$675
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$18K$18K$22
Advertising and promotionLn 12$360$360
Office expensesLn 13$4K$2K$2K
OccupancyLn 16$75K$75K
TravelLn 17$1K$1K
Depreciation, depletion and amortizationLn 22$29K$29K
InsuranceLn 23$41K$41K
Total functional expensesLn 25$367K$312K$56K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Viewing $128K$367K−$240K$78K 990 PDF
FY2024 $351K$503K−$152K$318K 990 PDF
FY2023 $330K$515K−$185K$469K 990 PDF
FY2022 $349K$485K−$135K$654K 990 PDF
FY2021 $364K$515K−$151K$789K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (5 parts)
Part I · Summary $127,657 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $87,490$0
I-9 Program service revenuePrior year $230,837$151,023
I-10 Investment incomePrior year $32,733−$23,366
I-11 Other revenue$0
I-12 Total revenuePrior year $351,060$127,657
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $312,573$188,109
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $190,121$179,139
I-18 Total expensesPrior year $502,694$367,248
I-19 Revenue less expensesPrior year −$151,634−$239,591
Part VIII · Statement of revenue $127,657 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $151,023$151,023
VIII-3 Investment incomeRelated to mission $6,927$6,927
VIII-7 Net gain or loss on sales of assetsRelated to mission −$30,293−$30,293
VIII-12 Total revenueRelated to mission $127,657$127,657
Part IX · Statement of functional expenses $367,248 across 13 lines filed
IX-7 Other salaries and wagesPrograms $150,007$150,007
IX-10 Payroll taxesPrograms $38,102$38,102
IX-11a Management feesManagement $675$675
IX-11b Legal feesManagement $2,378$2,378
IX-11c Accounting feesManagement $4,375$4,375
IX-11f Investment management feesManagement $3,150$3,150
IX-11g Other fees for servicesPrograms $17,678 · Management $22$17,700
IX-12 Advertising and promotionManagement $360$360
IX-13 Office expensesPrograms $2,245 · Management $2,246$4,491
IX-16 OccupancyPrograms $74,740$74,740
IX-17 TravelManagement $1,375$1,375
IX-22 Depreciation, depletion and amortizationPrograms $28,956$28,956
IX-23 InsuranceManagement $40,939$40,939
IX-25 Total functional expensesPrograms $311,728 · Management $55,520 · Fundraising $0$367,248
Part X · Balance sheet $77,966 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $28,066$31,718
X-10c Land, buildings and equipment, netStart of year $32,393$3,437
X-11 Publicly traded securitiesStart of year $263,098$42,811
X-16 Total assetsStart of year $323,557$77,966
X-26 Total liabilitiesStart of year $6,000$0
X-27 Net assets without donor restrictionsStart of year $317,557$77,966
X-32 Total net assets or fund balancesStart of year $317,557$77,966
X-33 Total liabilities and net assetsStart of year $323,557$77,966
Part XI · Reconciliation of net assets $77,966 net assets at year end
XI-1 Total revenue$127,657
XI-2 Total expenses$367,248
XI-3 Revenue less expenses−$239,591
XI-4 Net assets at start of year$317,557
XI-10 Net assets at end of year$77,966

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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