Civic Intelligence

Montgomery Place

990 • Fiscal year 2010 • EIN 36-3582046

Jul 01, 2009 to Jun 30, 2010 • Filed on May 04, 2011

Organization ProfileWWW.MONTGOMERYPLACE.ORG

View Organization Page

5550 South Shore Drive60637
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

1.11x

Higher debt load relative to assets than 94% of similar nonprofits.

2010 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets94th percentile

Assets

$50,999,581

No earlier filing loaded for comparison.

Net Assets

-$5,554,967

No earlier filing loaded for comparison.

Liabilities

$56,554,548

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$13,824,920

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0-$50MAssets 2010: $50,999,581Liabilities 2010: $56,554,548Net Assets 2010: -$5,554,9672010Assets 2011: $51,603,483Liabilities 2011: $57,694,635Net Assets 2011: -$6,091,1522011Assets 2012: $50,670,241Liabilities 2012: $58,017,271Net Assets 2012: -$7,347,0302012Assets 2013: $49,473,191Liabilities 2013: $57,512,890Net Assets 2013: -$8,039,6992013Assets 2014: $47,348,156Liabilities 2014: $60,756,136Net Assets 2014: -$13,407,9802014Assets 2015: $45,793,534Liabilities 2015: $61,451,813Net Assets 2015: -$15,658,2792015Assets 2016: $43,070,946Liabilities 2016: $61,470,490Net Assets 2016: -$18,399,5442016Assets 2017: $40,796,843Liabilities 2017: $61,883,881Net Assets 2017: -$21,087,0382017Assets 2018: $39,885,293Liabilities 2018: $62,610,683Net Assets 2018: -$22,725,3902018Assets 2019: $38,273,036Liabilities 2019: $62,177,907Net Assets 2019: -$23,904,8712019Assets 2020: $36,394,368Liabilities 2020: $60,294,202Net Assets 2020: -$23,899,8342020Assets 2021: $31,885,880Liabilities 2021: $59,531,088Net Assets 2021: -$27,645,2082021Assets 2022: $31,086,963Liabilities 2022: $61,471,747Net Assets 2022: -$30,384,7842022Assets 2023: $30,887,542Liabilities 2023: $61,986,174Net Assets 2023: -$31,098,6322023Assets 2024: $29,446,009Liabilities 2024: $61,946,908Net Assets 2024: -$32,500,8992024

Highlighted filing

2010

Assets$50,999,581
Liabilities$56,554,548
Net Assets-$5,554,967
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $13,824,9202010Expenses 2011: $14,352,6972011Expenses 2012: $15,120,8632012Expenses 2013: $15,557,5232013Revenue 2014: $14,485,368Expenses 2014: $16,996,040Net Income 2014: -$2,510,6722014Revenue 2015: $14,338,281Expenses 2015: $16,458,074Net Income 2015: -$2,119,7932015Revenue 2016: $14,756,569Expenses 2016: $16,984,853Net Income 2016: -$2,228,2842016Revenue 2017: $15,954,917Expenses 2017: $18,783,712Net Income 2017: -$2,828,7952017Revenue 2018: $17,410,883Expenses 2018: $18,995,826Net Income 2018: -$1,584,9432018Revenue 2019: $17,241,318Expenses 2019: $18,571,478Net Income 2019: -$1,330,1602019Revenue 2020: $19,113,602Expenses 2020: $19,188,597Net Income 2020: -$74,9952020Revenue 2021: $16,111,662Expenses 2021: $19,922,281Net Income 2021: -$3,810,6192021Revenue 2022: $17,866,732Expenses 2022: $20,690,659Net Income 2022: -$2,823,9272022Revenue 2023: $19,371,860Expenses 2023: $20,586,050Net Income 2023: -$1,214,1902023Revenue 2024: $19,236,169Expenses 2024: $21,255,394Net Income 2024: -$2,019,2252024

Highlighted filing

2010

Revenue-
Expenses$13,824,920
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
May 4, 2011
Return Version
2009v1.3
Gross Receipts
$13,048,226
Mission and Program Overview

Mission

The mission of montgomery place is to enhance the quality of life for senior adults by providing retirement housing and health services in a nurturing environment that supports each resident.

Major Activities

Activity 2
Today's retiree's tend to take a more progressive approach to their health. At montgomery place, residents work with full time activity coordinators to create an active lifestyle and define the community. Montgomery place is a community that stays in touch with changing ideas, recognizing that health and wellness is at the forefront of retirement lifestyle planning. Activities include trips around the local community and games to enhance brain activity.
Filing and Contact Details

Filer

EIN
36-3582046
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IRS990/Activity2/Description0TODAY'S RETIREE'S TEND TO TAKE A MORE PROGRESSIVE APPROACH TO THEIR HEALTH. AT MONTGOMERY PLACE, RESIDENTS WORK WITH FULL TIME ACTIVITY COORDINATORS TO CREATE AN ACTIVE LIFESTYLE AND DEFINE THE COMMUNITY. MONTGOMERY PLACE IS A COMMUNITY THAT STAYS IN TOUCH WITH CHANGING IDEAS, RECOGNIZING THAT HEALTH AND WELLNESS IS AT THE FOREFRONT OF RETIREMENT LIFESTYLE PLANNING. ACTIVITIES INCLUDE TRIPS AROUND THE LOCAL COMMUNITY AND GAMES TO ENHANCE BRAIN ACTIVITY.
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IRS990/Description0AS A CONTINUING CARE RETIREMENT COMMUNITY (CCRC), MONTGOMERY PLACE PROVIDES 160 FULLY INDEPENDENT LIVING APARTMENTS, 22 ASSISTED LIVING QUARTERS, AND 40 SKILLED NURSING QUARTERS CONSISTING OF 14 UNITS THAT ARE USED EXCLUSIVELY FOR MEDICARE REHABILITATION STAYS, WHICH IS OVERSEEN BY BOARD-CERTIFIED GERIATRICIAN PHYSICIAN FROM THE NEARBY UNIVERSITY OF CHICAGO MEDICAL CENTER. MONTGOMERY PLACE ENHANCES THE LIFE OF ITS RESIDENTS BY PROVIDING THEM WITH NUTRITIOUS DAILY MEALS, HOUSEKEEPING SERVICES, COMMUNITY PROGRAMS AND OUTINGS, SCHEDULED TRANSPORTATION, ACCESS TO THE ON-SITE HEALTH CARE PAVILION, EMERGENCY CALL SYSTEM IN THE APARTMENTS, AND 24 HOUR PROFESSIONAL STAFFING AND SECURITY.
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IRS990/MissionDescription0THE MISSION OF MONTGOMERY PLACE IS TO ENHANCE THE QUALITY OF LIFE FOR SENIOR ADULTS BY PROVIDING RETIREMENT HOUSING AND HEALTH SERVICES IN A NURTURING ENVIRONMENT THAT SUPPORTS EACH RESIDENT'S PHYSICAL, SOCIAL AND SPIRITUAL NEEDS. CONTINUED IN SCHEDULE O.
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IRS990/MortNotesPyblSecuredInvestProp/EOY00
IRS990/NameOfPrincipalOfficerPerson0MICHAEL R APA
IRS990/NbrIndependentVotingMembers014
IRS990/NbrVotingGoverningBodyMembers014
IRS990/NbrVotingMembersGoverningBody014
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IRS990/NetRentalIncomeOrLoss/UnrelatedBusinessRevenue035665
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IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096038
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IRS990/NumberOfContractorsGT100K02
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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$50,999,581
Liabilities
$56,554,548
Net assets
-$5,554,967
Revenue
-
Expenses
$13,824,920
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.4$61.9$32.5$19.2$21.3$2.02
2023Detailed filing. Detailed filing data is available for this year.$30.9$62.0$31.1$19.4$20.6$1.21
2022Detailed filing. Detailed filing data is available for this year.$31.1$61.5$30.4$17.9$20.7$2.82
2021Detailed filing. Detailed filing data is available for this year.$31.9$59.5$27.6$16.1$19.9$3.81
2020Detailed filing. Detailed filing data is available for this year.$36.4$60.3$23.9$19.1$19.2$0.07
2019Detailed filing. Detailed filing data is available for this year.$38.3$62.2$23.9$17.2$18.6$1.33
2018Detailed filing. Detailed filing data is available for this year.$39.9$62.6$22.7$17.4$19.0$1.58
2017Detailed filing. Detailed filing data is available for this year.$40.8$61.9$21.1$16.0$18.8$2.83
2016Detailed filing. Detailed filing data is available for this year.$43.1$61.5$18.4$14.8$17.0$2.23
2015Detailed filing. Detailed filing data is available for this year.$45.8$61.5$15.7$14.3$16.5$2.12
2014Detailed filing. Detailed filing data is available for this year.$47.3$60.8$13.4$14.5$17.0$2.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.5$57.5$8.04$15.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.7$58.0$7.35$15.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.6$57.7$6.09$14.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$56.6$5.55$13.8