Civic Intelligence

Montgomery Place

990 • Fiscal year 2012 • EIN 36-3582046

Jul 01, 2011 to Jun 30, 2012 • Filed on May 06, 2013

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

1.14x

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

2012 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

25th percentile

-1.8%

Faster asset growth than 25% of similar nonprofits.

2012 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$50,670,241

Down $933,242 (-1.8%) from 2011

Net Assets

Down

-$7,347,030

Down $1,255,878 (-21%) from 2011

Liabilities

Up

$58,017,271

Up $322,636 (+0.6%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,120,863

Up $768,166 (+5.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2012

Assets$50,670,241
Liabilities$58,017,271
Net Assets-$7,347,030
Open 2012 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

2012

Revenue-
Expenses$15,120,863
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 6, 2013
Return Version
2011v1.2
Gross Receipts
$14,061,928
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 844 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/NetGainOrLossInvestments/TotalRevenueColumn0252741
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/ExclusionAmount045310
IRS990/NetRentalIncomeOrLoss/RelatedOrExemptFunctionIncome00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn091134
IRS990/NetRentalIncomeOrLoss/UnrelatedBusinessRevenue045824
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoncashContributions0201774
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096084
IRS990/NumberIndependentVotingMembers014
IRS990/NumberIndividualsGT100K03
IRS990/NumberOfContractorsGT100K02
IRS990/NumberOfEmployees0312
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral068094
IRS990/Occupancy/ProgramServices0442901
IRS990/Occupancy/Total0510995
IRS990/OfficeExpenses/ManagementAndGeneral0176996
IRS990/OfficeExpenses/ProgramServices0205675
IRS990/OfficeExpenses/Total0382671
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY02042209
IRS990/OtherAssetsTotal/EOY01831606
IRS990/OtherEmployeeBenefits/ManagementAndGeneral074654
IRS990/OtherEmployeeBenefits/ProgramServices0401581
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IRS990/OtherExpensePriorYear08213402
IRS990/OtherExpensesCurrentYear08637895
IRS990/OtherExpenses/Description0RENTAL EQUIPMENT & REPAIR & MAINTAINANCE
IRS990/OtherExpenses/Description1MEDICARE
IRS990/OtherExpenses/Description2FOOD
IRS990/OtherExpenses/Description3SUPPLIES
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IRS990/OtherExpenses/ManagementAndGeneral129488
IRS990/OtherExpenses/ProgramServices0390157
IRS990/OtherExpenses/ProgramServices1883471
IRS990/OtherExpenses/ProgramServices2764758
IRS990/OtherExpenses/ProgramServices3155317
IRS990/OtherExpenses/Total0393230
IRS990/OtherExpenses/Total1883471
IRS990/OtherExpenses/Total2764758
IRS990/OtherExpenses/Total3184805
IRS990/OtherLiabilities/BOY021572316
IRS990/OtherLiabilities/EOY021877323
IRS990/OtherRevenueCurrentYear0119660
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/BusinessCode2900099
IRS990/OtherRevenueMisc/Description0MANAGEMENT FEE
IRS990/OtherRevenueMisc/Description1MASSAGE REVENUE
IRS990/OtherRevenueMisc/Description2CAFE REVENUE
IRS990/OtherRevenueMisc/ExclusionAmount018000
IRS990/OtherRevenueMisc/ExclusionAmount12050
IRS990/OtherRevenueMisc/ExclusionAmount25767
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome00
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome10
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome20
IRS990/OtherRevenueMisc/TotalRevenueColumn018000
IRS990/OtherRevenueMisc/TotalRevenueColumn12050
IRS990/OtherRevenueMisc/TotalRevenueColumn25767
IRS990/OtherRevenuePriorYear082422
IRS990/OtherSalariesAndWages/ManagementAndGeneral0360293
IRS990/OtherSalariesAndWages/ProgramServices04565055
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IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/ManagementAndGeneral076347
IRS990/PayrollTaxes/ProgramServices0559617
IRS990/PayrollTaxes/Total0635964
IRS990/PensionPlanContributions/Total00
IRS990/PoliticalActivities0false
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IRS990/PrepaidExpensesDeferredCharges/BOY085323
IRS990/PrepaidExpensesDeferredCharges/EOY0102212

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$50,670,241
Liabilities
$58,017,271
Net assets
-$7,347,030
Revenue
-
Expenses
$15,120,863
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