Civic Intelligence

Montgomery Place

990 • Fiscal year 2011 • EIN 36-3582046

Jul 01, 2010 to Jun 30, 2011 • Filed on Feb 21, 2012

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

95th percentile

1.12x

Higher debt load relative to assets than 95% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

38th percentile

1.2%

Faster asset growth than 38% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$51,603,483

Up $603,902 (+1.2%) from 2010

Net Assets

Down

-$6,091,152

Down $536,185 (-9.7%) from 2010

Liabilities

Up

$57,694,635

Up $1,140,087 (+2.0%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,352,697

Up $527,777 (+3.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2011

Assets$51,603,483
Liabilities$57,694,635
Net Assets-$6,091,152
Open 2011 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

2011

Revenue-
Expenses$14,352,697
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Feb 21, 2012
Return Version
2010v3.2
Gross Receipts
$17,502,334
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
The health care pavilion at montgomery place offers extraordinary levels of care in two intimate and nurturing neighborhoods, one designed for comprehensive medicare-certified sub-acute rehabilitation and the other designed for licensed, long-term skilled care that serves individuals with moderate to late-stage cognitive impairments. Ongoing access to innovations in health care is provided through the expertise of board-certified physicians from the nearby university of chicago medical center.
Activity 3
Hyde park home care services provides supportive care in patient's homes. Hyde park home care services also offers nursing assessments and home safety evaluations. Services are designed to be flexible based on individual needs and preferences. The professionals, nurturing staff is, therefore, available for several hours at a time daily or weekly-up to full 24-hour, live-in assistance for those who wish to remain in their own homes.
Filing and Contact Details

Filer

EIN
36-3582046
Raw XML AppendixShowing 400 of 821 raw XML fields

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IRS990/Activity2/Description0THE HEALTH CARE PAVILION AT MONTGOMERY PLACE OFFERS EXTRAORDINARY LEVELS OF CARE IN TWO INTIMATE AND NURTURING NEIGHBORHOODS, ONE DESIGNED FOR COMPREHENSIVE MEDICARE-CERTIFIED SUB-ACUTE REHABILITATION AND THE OTHER DESIGNED FOR LICENSED, LONG-TERM SKILLED CARE THAT SERVES INDIVIDUALS WITH MODERATE TO LATE-STAGE COGNITIVE IMPAIRMENTS. ONGOING ACCESS TO INNOVATIONS IN HEALTH CARE IS PROVIDED THROUGH THE EXPERTISE OF BOARD-CERTIFIED PHYSICIANS FROM THE NEARBY UNIVERSITY OF CHICAGO MEDICAL CENTER.
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IRS990/Description0MONTGOMERY PLACE INDEPENDENT LIVING OFFERS HOUSING ARRANGEMENTS DESIGNED FOR SENIORS. THE HOUSING IS FRIENDLIER TO OLDER ADULTS, WITH EASIER NAVIGATION. MONTGOMERY PLACE ENHANCES THE LIFE OF ITS RESIDENTS BY PROVIDING THEM WITH NUTRITIOUS DAILY MEALS, HOUSEKEEPING SERVICES, COMMUNITY PROGRAMS AND OUTINGS, SCHEDULED TRANSPORTATION AND ACCESS TO 24 HOUR PROFESSIONAL STAFFING AND SECURITY.
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IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/ExclusionAmount041089
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn035634
IRS990/NetRentalIncomeOrLoss/UnrelatedBusinessRevenue0-5455
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096038
IRS990/NumberIndependentVotingMembers014
IRS990/NumberIndividualsGT100K03
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees0311
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral039612
IRS990/Occupancy/ProgramServices0416510
IRS990/Occupancy/Total0456122
IRS990/OfficeExpenses/ManagementAndGeneral0125671
IRS990/OfficeExpenses/ProgramServices0220358
IRS990/OfficeExpenses/Total0346029
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY02240337
IRS990/OtherAssetsTotal/EOY02042209
IRS990/OtherEmployeeBenefits/ManagementAndGeneral081194
IRS990/OtherEmployeeBenefits/ProgramServices0350333
IRS990/OtherEmployeeBenefits/Total0431527
IRS990/OtherExpensePriorYear08294542
IRS990/OtherExpensesCurrentYear08213402
IRS990/OtherExpenses/Description0RENTAL EQUIPMENT & REPAIR & MAINTAINANCE
IRS990/OtherExpenses/Description1MEDICARE
IRS990/OtherExpenses/Description2FOOD
IRS990/OtherExpenses/Description3SUPPLIES
IRS990/OtherExpenses/ManagementAndGeneral019873
IRS990/OtherExpenses/ManagementAndGeneral118187
IRS990/OtherExpenses/ProgramServices0343316
IRS990/OtherExpenses/ProgramServices1913513
IRS990/OtherExpenses/ProgramServices2602134
IRS990/OtherExpenses/ProgramServices3158107
IRS990/OtherExpenses/Total0363189
IRS990/OtherExpenses/Total1913513
IRS990/OtherExpenses/Total2602134
IRS990/OtherExpenses/Total3176294
IRS990/OtherLiabilities/BOY019765959
IRS990/OtherLiabilities/EOY021572316
IRS990/OtherRevenueCurrentYear082422
IRS990/OtherRevenueMisc/Description0MANAGEMENT FEE
IRS990/OtherRevenueMisc/Description1MASSAGE REVENUE
IRS990/OtherRevenueMisc/Description2CAFE REVENUE
IRS990/OtherRevenueMisc/ExclusionAmount036000
IRS990/OtherRevenueMisc/ExclusionAmount14515
IRS990/OtherRevenueMisc/ExclusionAmount24145
IRS990/OtherRevenueMisc/TotalRevenueColumn036000
IRS990/OtherRevenueMisc/TotalRevenueColumn14515
IRS990/OtherRevenueMisc/TotalRevenueColumn24145
IRS990/OtherRevenuePriorYear0135970
IRS990/OtherSalariesAndWages/ManagementAndGeneral0309991
IRS990/OtherSalariesAndWages/ProgramServices04386397
IRS990/OtherSalariesAndWages/Total04696388
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ManagementAndGeneral089563
IRS990/PayrollTaxes/ProgramServices0488473
IRS990/PayrollTaxes/Total0578036
IRS990/PensionPlanContributions/Total00
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY036699
IRS990/PrepaidExpensesDeferredCharges/EOY085323
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY013246858
IRS990/ProgramServiceRevenue/Description0INDEPENDENT LIVING
IRS990/ProgramServiceRevenue/Description1AMORITIZED ENTRANCE FEES
IRS990/ProgramServiceRevenue/Description2HEALTH CARE
IRS990/ProgramServiceRevenue/Description3HOME CARE

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$51,603,483
Liabilities
$57,694,635
Net assets
-$6,091,152
Revenue
-
Expenses
$14,352,697
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