AUMdb

Montgomery Institute

EIN 640932080 · 501(c)(3) · Public charity · Meridian, MS · recognized 2001

Assets
$2.2M
Revenue
$402K
Expenses
$204K
Investment income
$295K

Form 990 fiscal year ended 08/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Beverly Knox President $52,000 $0
Michael Dudley Assistant treasurer $0 $0
Soraya Weldon Director $0 $0
Lloyd Gray Director $0 $0
Tracy Alford Director $0 $0
Cd Smith Chairman $0 $0
Brad Huff Treasurer/secretary $0 $0