The Montrose Center

Nonprofit profile at a glance

EIN
742050245
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
Houston, TX, USA
Phone
7135290037
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Mental Health Treatment F31 Psychiatric, Mental Health Hospital

Official website

Reported finances

Revenue
$11,987,702
Expenses
$11,480,058
Assets
$18,505,329
Liabilities
$7,773,313

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • Gary Wood CPC CTS (President)
  • Clark Caperton MPA (Vice-President)
  • Avery Belyeu (CEO)

Highest reported compensation

  • Avery Belyeu (CEO): $211,518 total reported compensation
  • William Batts (Chief Operating Officer): $137,603 total reported compensation
  • Russell Leisher (Chief Behavioral Health Officer): $116,779 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Montrose Center (TMC) empowers our community, primarily gay, lesbian, bisexual, and transgender individuals and their families, to enjoy healthier and more fulfilling lives by providing culturally affirming and affordable behavioral health and prevention services.

What it reported doing in 2024

The Montrose Center's counseling services are part of the Living Insightfully for Empowerment (LIFE) program, a psychotherapy and counseling program designed to empower clients' self-sufficiency in recovery without fear of encountering prejudice, ignorance, homophobia, or heterosexism in an LGBT-affirming environment. LIFE serves special populations of the LGBT community through Anti-Violence, HIV/AIDS, and Chemical Dependency programming. Anti-Violence staff provide counseling services to address issues related to domestic violence, sexual assault, hate crimes, and childhood sexual abuse. HIV/AIDS staff provide individual and group counseling to people affected by or infected with HIV or AIDS.See Schedule OChemical Dependency counselors offer a combination of education, therapy, and counseling as a state-licensed outpatient treatment program designed primarily for the LGBT community. All programs above are LGBT affirming to provide the best service and outcomes for the target population. All phases of the program offer services to family members and others significant in the lives of clients participating in the program. Counseling services were provided in-kind by student interns. The value of the in-kind services was $72,772.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 70% for direct work, and 30% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 87
  • Accountability: 100
  • Sustainability: 47
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.3%; rating input score 78
  • Program expense ratio: 81.7%; rating input score 82
  • Fundraising efficiency: $16.42 raised per $1 spent on fundraising; rating input score 52; 52nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4.2%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 1.61; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0.42; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 8.5%; rating input score 27; 27th percentile among comparable filings

Growth

  • Program expense growth: 7.2% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: -0.9% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: -8.4% per year; rating input score 0; 1st percentile among comparable filings

Details

  • Where the money goes: 78.3% of revenue deployed · 81.7% of spending went to programs
  • Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $9.4M in reported program spending
  • Leadership: top reported pay $212K · 16 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Financial Efficiency: Fundraising efficiency scored 52/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 51/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • High — Sustainability: Officer compensation ratio scored 27/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.