2025-07-15T10:15:28-05:00 2024-08-31 640295411 REA SHAW GIFFIN & STUART LLP 2415 9th St Meridian MS 39301 990 2023-09-01 640932080 THE MONTGOMERY INSTITUTE MONT 6014832661 PO BOX 1889 MERIDIAN MS 39302 BEVERLY J KNOX PRESIDENT 6014832661 2025-07-15 1 1 Charles Rea P00744695 6016932841 2025-01-13 2023 2025-03-06 01:10:19Z BEVERLY J KNOX PO BOX 1889 MERIDIAN MS 39302 402323 0 X https://tmi.ms/ X NON-PROFIT ORGANIZATION 2001 MS TO SUPPORT REGIONAL COMMUNITY BUILDING PROGRAMS WHICH ADVANCE LEADERSHIP & WORKFORCE DEVELOPMENT, STRATEGIC THINKING & ANALYSIS, & INFO. DISSEMINATION AMONG EAST MS AND WEST AL. 6 6 3 0 0 0 199807 106969 0 0 71830 295354 0 0 271637 402323 0 0 0 0 186499 151200 0 0 458 72802 52615 259301 203815 12336 198508 2046133 2240705 21379 17443 2024754 2223262 X 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 0 0 166286 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 and business and individual gifts supporting the Meridian Freedom Project; and 2) public funds supporting the Kemper, Neshoba, and Noxubee Counties tobacco-free coalition program. TMI also maintained its endowment. TMI received contributions from individuals and businesses to be used as matching funds for grants and to support operations. 3) The Community Health Improvement Network used data gathered from Community Needs Assessments from local hospitals to support community health education through Lunch & Learn events for the underserved and underprivileged population. E) Activities that revitalize or stabilize low- or moderate-income people or geographies in the region: Through the Meridian Freedom Project TMI provided services to low-to-moderate income students from public and private schools in Lauderdale county; TMI also provided support services for the Community Health Improvement Network, a charitable organization created to improve health care outcomes for the low-income, underserved population in Lauderdale County. 166286 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 3 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 MS X MERIDIAN DATA SERVICESKENNETH MCCRACKEN 6016932685 1302 CONSTITUTION AVENUE MERIDIAN MS 39301 MICHAEL DUDLEY ASSISTANT TREASURER 2.00 X 0 0 0 SORAYA WELDON DIRECTOR 2.00 X 0 0 0 LLOYD GRAY DIRECTOR 2.00 X 0 0 0 TRACY ALFORD DIRECTOR 2.00 X 0 0 0 CD SMITH CHAIRMAN 2.00 X 0 0 0 BRAD HUFF TREASURER/SECRETARY 2.00 X 0 0 0 BEVERLY KNOX PRESIDENT 30.00 X 52000 0 0 52000 0 0 0 0 0 0 0 70069 36900 106969 295354 295354 402323 295354 0 0 151200 123984 27216 8586 7041 1545 18424 14371 3869 184 11276 10938 338 1956 1682 274 251 206 45 3624 2972 652 RENT 6075 4981 1094 TELEPHONE & COMMUNICATI 2423 1793 630 203815 166286 37071 458 277750 193013 75867 84258 11969 5703 3708 0 1475 1887 3765 1569 2447 2196 1666422 1952720 6495 928 2046133 2240705 14884 16515 6495 928 21379 17443 X 610624 809132 1414130 1414130 2024754 2223262 2046133 2240705 198508 0 X 1 X 0 0 0 X 299421 820196 271657 199807 106969 1698050 299421 820196 271657 199807 106969 1698050 1698050 -19832 274668 3298 71830 295354 625318 2323368 0.73090 0.83690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1666422 298944 12646 1952720 1614686 63333 11597 1666422 1506893 119502 11259 1614686 1386556 131394 11057 1506893 1515121 -117838 10727 1386556 0 0 3765 1569 2196 2196 OPERATING LEASE LIABILITY 928 928 FORM 990 PRESENTATION TO BOARD PART VI: SECTION B; 11A - BEVERLY KNOX, PRESIDENT, REVIEWS FORM 990 AND PRESENTS TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SIGNING AND FILING FORM 990. Form 990, Part VI, Section B, line 11b THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE BOARD. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO PUBLIC INSPECTION UPON REQUEST.