Mississippi · Nonprofit
THE MONTGOMERY INSTITUTE
THE MONTGOMERY INSTITUTE (Mississippi) receives grants from 13 organizations whose IRS filings report $234,620 to it, the largest being ANDERSON REGIONAL MEDICAL CENTER ($60,000). 6 of them have funded it in more than one year.
- Revenue FY2024
- $402k
- Funders on record
- 13
- Grants received
- $235k
- Net assets
- $2.2M
What The Montgomery Institute does
Mission
The corporation is a nonprofit corporation organized for the following exclusively charitable, and educational purposes within the meaning of section 501c)(3) of the internal revenue code of 1986, as amended, or the corresponding provision of any future united states internal revenue law (referred to in these articles of incorporation as the "code"): to educate, train, and inform citizen leaders who will then be able to instigate, nurture, promote, coordinate, and assist in the formation, direction, and execution of undertakings leading to the upbuilding of communities in the eastern portion of mississippi and western portion of alabama, with emphasis on activities that revitalize or stabilize low- or moderate-income geographies and distressed or underserved nonmetropolitan middle-income geographies designated by the board of governors of the federal reserve system, federal deposit insurance corporation, and office of the comptroller of the currency. In accordance with this purpose, t
As stated on its FY2024 Form 990.
Program
A) Strategic thinking and analysis services to area community organizations for pursuit of innovative programs and resources for improved overall healthcare; B) coordinated research and planning sessions among health care providers and community leaders to operate the Community Health Improvement Network, a HRSA designated rural health network. C) Information Dissemination: the Community Health Improvement Network, created brochures disseminating public health information dispelling myths about the COVID-19 vaccine to spread vaccine confidence in Lauderdale, Neshoba, & Kemper counties. The Montgomery Institute continued as the sponsor of the Kemper, Neshoba, and Noxubee Counties tobacco-free coalition program that disseminates anti-tobacco information to students in three counties of East Mississippi. TMI maintains its www.tmi.ms website to provide information to citizens and community leaders in the bi-state region. D) Resource Gathering: During this fiscal year, The Montgomery Institute received grants and contributions supporting initiatives that addressed leadership and workforce development, strategic thinking and analysis, and information dissemination: 1) private foundation…
$200,301 spent100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $200,301.
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $1.8M to $2.1M (+18%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2019 19% · 2020 23% · 2021 14% · 2022 26% · 2023 23% · 2024 17%. Grants only. Government contracts and fees sit inside program revenue.
27% of THE MONTGOMERY INSTITUTE’s revenue is contributions — about as donation-reliant as the typical peer (62% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 6 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Cd Smith
Chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $4k → $10k.
5 of 13 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 22% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of THE MONTGOMERY INSTITUTE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
THE MONTGOMERY INSTITUTE has a broad base — no single funder exceeds 26% of grant income, and it takes 3 funders to reach half.
the vertical line marks half of all grant income — 3 funders to its left
62% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund THE MONTGOMERY INSTITUTE.
Largest funder’s share by year: 2017 100% · 2018 63% · 2019 62% · 2020 63% · 2021 24% · 2022 44% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
29% of THE MONTGOMERY INSTITUTE's funders are still giving 3 years after their first grant; 46% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
60% of THE MONTGOMERY INSTITUTE's grant income comes from Mississippi funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $51k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
THE MONTGOMERY INSTITUTE runs a healthier operating margin than three-quarters of the 11,971 community improvement nonprofits its size.
this organization peer median middle 50% of peers· 11,971 community improvement nonprofits $100k–$1M, FY2024
Government funding THE MONTGOMERY INSTITUTE receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $250k on record.
- Department of Health and Human Services$250k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like THE MONTGOMERY INSTITUTE
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Mississippi
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
82% of spending goes to programs.
Governance
Public support
73%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for THE MONTGOMERY INSTITUTE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds THE MONTGOMERY INSTITUTE?
- THE MONTGOMERY INSTITUTE (Mississippi) receives grants from 13 organizations whose IRS filings report $234,620 to it, the largest being ANDERSON REGIONAL MEDICAL CENTER ($60,000). 6 of them have funded it in more than one year.
- How many funders does THE MONTGOMERY INSTITUTE have?
- IRS filings report 13 organizations giving $234,620 in grants to THE MONTGOMERY INSTITUTE, 6 of which have funded it in more than one year.
- Who is the largest funder of THE MONTGOMERY INSTITUTE?
- ANDERSON REGIONAL MEDICAL CENTER is the largest funder on record, with $60,000 in grants. The full list of funders is on this page.
- How can an organization like THE MONTGOMERY INSTITUTE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Mississippi. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Montgomery Institute →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2019–2024), and the filings of 13 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing