Civic Intelligence

Montgomery Place

990 • Fiscal year 2013 • EIN 36-3582046

Jul 01, 2012 to Jun 30, 2013 • Filed on May 01, 2014

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

96th percentile

1.16x

Higher debt load relative to assets than 96% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

20th percentile

-2.4%

Faster asset growth than 20% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$49,473,191

Down $1,197,050 (-2.4%) from 2012

Net Assets

Down

-$8,039,699

Down $692,669 (-9.4%) from 2012

Liabilities

Down

$57,512,890

Down $504,381 (-0.9%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,557,523

Up $436,660 (+2.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2013

Assets$49,473,191
Liabilities$57,512,890
Net Assets-$8,039,699
Open 2013 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

2013

Revenue-
Expenses$15,557,523
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 1, 2014
Return Version
2012v2.1
Gross Receipts
$22,460,296
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 patients' 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 professional, 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 890 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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY01152991
IRS990/AccountsPayableAccruedExpenses/EOY01118961
IRS990/AccountsReceivable/BOY0512238
IRS990/AccountsReceivable/EOY0594464
IRS990/ActivitiesConductedPartnership0false
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.
IRS990/Activity2/Expense02862224
IRS990/Activity2/Revenue04224957
IRS990/Activity3/Description0HYDE PARK HOME CARE SERVICES PROVIDES SUPPORTIVE CARE IN PATIENTS' 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 PROFESSIONAL, 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.
IRS990/Activity3/Expense01660480
IRS990/Activity3/Revenue01768913
IRS990/ActivityOrMissionDescription0THE 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. $133,962 OF CHARITY CARE WAS EXPENDED DURING THE TAX YEAR.
IRS990/ActivityOther/Description0THE ASSISTED LIVING PROGRAM PROVIDES THE OPPORTUNITY FOR RESIDENTS TO LIVE LIFE AS INDEPENDENTLY AS POSSIBLE, ON THEIR OWN TERMS, IN THEIR OWN PRIVATE APARTMENTS. RESIDENTS SET THEIR OWN SCHEDULES AND ENJOY THEIR OWN LIFESTYLE WITH THE CONFIDENCE THAT COMES FROM KNOWING HELP IS THERE IF EVER NEEDED.
IRS990/ActivityOther/Expense0281005
IRS990/ActivityOther/Revenue01296633
IRS990/AddressPrincipalOfficerUS/AddressLine105550 South Shore Drive
IRS990/AddressPrincipalOfficerUS/City0CHICAGO
IRS990/AddressPrincipalOfficerUS/State0IL
IRS990/AddressPrincipalOfficerUS/ZIPCode060637
IRS990/Advertising/ManagementAndGeneral0676987
IRS990/Advertising/ProgramServices02672
IRS990/Advertising/Total0679659
IRS990/AllOtherContributions0125885
IRS990/AllOtherExpenses/Fundraising00
IRS990/AllOtherExpenses/ManagementAndGeneral020505
IRS990/AllOtherExpenses/ProgramServices0168765
IRS990/AllOtherExpenses/Total0189270
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BenefitsToMembers/Total00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY060372
IRS990/CashNonInterestBearing/EOY0133007
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0true
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral0289806
IRS990/CompCurrentOfficersDirectors/ProgramServices0116531
IRS990/CompCurrentOfficersDirectors/Total0406337
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0true
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0true
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10207 WEST FRANKLIN STREET
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0RICHMOND
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0VA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode0232205011
IRS990/ContractorCompensation/Compensation0557996
IRS990/ContractorCompensation/DescriptionOfServices0MARKETING CONSULTANT
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10SHARON BROOKS & ASSOC
IRS990/ContributionsGrantsCurrentYear0125885
IRS990/ContributionsGrantsPriorYear0252724
IRS990/CreditCounseling0true
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DeferredRevenue/BOY01676892
IRS990/DeferredRevenue/EOY01742474
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/ManagementAndGeneral0233317
IRS990/DepreciationDepletion/ProgramServices02453294
IRS990/DepreciationDepletion/Total02686611
IRS990/DescribedIn501C30true
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.
IRS990/DisregardedEntity0true
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/EscrowAccount0false
IRS990/EscrowAccountLiability/BOY05065
IRS990/EscrowAccountLiability/EOY04777
IRS990/ExcessBenefitTransaction0false
IRS990/Expense05797906
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral056800
IRS990/FeesForServicesAccounting/Total056800
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/ManagementAndGeneral052625
IRS990/FeesForServicesLegal/Total052625
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total00
IRS990/FeesForServicesOther/Fundraising00
IRS990/FeesForServicesOther/ManagementAndGeneral065277
IRS990/FeesForServicesOther/ProgramServices028847
IRS990/FeesForServicesOther/Total094124
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek121.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek131.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek141.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek151.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1640.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1740.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1840.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek1940.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated30.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated60.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated80.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated100.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated111.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated120.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated131.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated141.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated151.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated160.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated170.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated180.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeekRelated190.00
IRS990/Form990PartVIISectionA/HighestCompensatedEmployee0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/NamePerson0DANIEL SHANNON
IRS990/Form990PartVIISectionA/NamePerson1HOWARD HUSH
IRS990/Form990PartVIISectionA/NamePerson2MARILYN HELMHOLZ
IRS990/Form990PartVIISectionA/NamePerson3MICHAEL MCGARRY
IRS990/Form990PartVIISectionA/NamePerson4REV BERNARD BROWN
IRS990/Form990PartVIISectionA/NamePerson5SCOTT R WILLIAMSON
IRS990/Form990PartVIISectionA/NamePerson6SUSAN LEVY
IRS990/Form990PartVIISectionA/NamePerson7DAVID S MARTIN
IRS990/Form990PartVIISectionA/NamePerson8DEBORAH C FRANCZEK
IRS990/Form990PartVIISectionA/NamePerson9DR CONSTANCE BONBREST
IRS990/Form990PartVIISectionA/NamePerson10EVAN FREUND
IRS990/Form990PartVIISectionA/NamePerson11HELEN M JOHNSON
IRS990/Form990PartVIISectionA/NamePerson12MARGO BROOKS-PUGH
IRS990/Form990PartVIISectionA/NamePerson13MONTE CRAIG
IRS990/Form990PartVIISectionA/NamePerson14REV NANCY MEYER
IRS990/Form990PartVIISectionA/NamePerson15REV REGINA M VOLPE
IRS990/Form990PartVIISectionA/NamePerson16FRED SAVIANO
IRS990/Form990PartVIISectionA/NamePerson17MARY VON GOEBEN
IRS990/Form990PartVIISectionA/NamePerson18MICHAEL APA
IRS990/Form990PartVIISectionA/NamePerson19BEVERLY COVINGTON
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/Officer6X
IRS990/Form990PartVIISectionA/Officer7X
IRS990/Form990PartVIISectionA/Officer8X
IRS990/Form990PartVIISectionA/Officer9X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation166998
IRS990/Form990PartVIISectionA/OtherCompensation176284
IRS990/Form990PartVIISectionA/OtherCompensation186007
IRS990/Form990PartVIISectionA/OtherCompensation196709
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization16117180
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization17121948
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization18209428
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization19123643
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/Title0BOARD SECRETARY
IRS990/Form990PartVIISectionA/Title1BOARD PRESIDENT (PARTIAL YEAR)
IRS990/Form990PartVIISectionA/Title2BOARD VICE PRESIDENT (PARTIAL YEAR)
IRS990/Form990PartVIISectionA/Title3BOARD TREASURER (PARTIAL YEAR)
IRS990/Form990PartVIISectionA/Title4BOARD VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title5BOARD TREASURER
IRS990/Form990PartVIISectionA/Title6BOARD PRESIDENT
IRS990/Form990PartVIISectionA/Title7BOARD MEMBER
IRS990/Form990PartVIISectionA/Title8BOARD MEMBER
IRS990/Form990PartVIISectionA/Title9BOARD MEMBER
IRS990/Form990PartVIISectionA/Title10BOARD MEMBER
IRS990/Form990PartVIISectionA/Title11BOARD MEMBER
IRS990/Form990PartVIISectionA/Title12BOARD MEMBER
IRS990/Form990PartVIISectionA/Title13BOARD MEMBER
IRS990/Form990PartVIISectionA/Title14BOARD MEMBER
IRS990/Form990PartVIISectionA/Title15BOARD MEMBER
IRS990/Form990PartVIISectionA/Title16FINANCE DIRECTOR
IRS990/Form990PartVIISectionA/Title17ADMINISTRATOR (PARTIAL YEAR)
IRS990/Form990PartVIISectionA/Title18EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionA/Title19DIRECTOR OF NURSING
IRS990/Form990ProvidedToGoverningBody0true
IRS990/Form990-TFiled0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/GainOrLoss/Other00
IRS990/GainOrLoss/Securities0416619
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/ProgramServices00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities08275926
IRS990/GrossReceipts022460296
IRS990/GrossRents/Real0164797
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/ExclusionAmount00
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/ManagementAndGeneral046987
IRS990/InformationTechnology/ProgramServices046493
IRS990/InformationTechnology/Total093480
IRS990/Insurance/ManagementAndGeneral015164
IRS990/Insurance/ProgramServices0159447
IRS990/Insurance/Total0174611
IRS990/IntangibleAssets/BOY00
IRS990/IntangibleAssets/EOY00
IRS990/Interest/ManagementAndGeneral0211233
IRS990/Interest/ProgramServices01751716
IRS990/Interest/Total01962949
IRS990/InvestmentIncomeCurrentYear0426777
IRS990/InvestmentIncome/ExclusionAmount010158
IRS990/InvestmentIncomePriorYear0270578
IRS990/InvestmentIncome/TotalRevenueColumn010158
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY01072255
IRS990/InvestmentsOtherSecurities/EOY01103076
IRS990/InvestmentsProgramRelated/BOY07905170
IRS990/InvestmentsProgramRelated/EOY07949722
IRS990/InvestmentsPubTradedSecurities/BOY06695927
IRS990/InvestmentsPubTradedSecurities/EOY07160301
IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec027506270
IRS990/LandBuildingsEquipmentBasis055543144
IRS990/LandBuildingsEquipmentBasisNet/BOY029772152
IRS990/LandBuildingsEquipmentBasisNet/EOY028036874
IRS990/LessCostOthBasisSalesExpenses/Securities07859307
IRS990/LessRentalExpenses/Real079295
IRS990/LoansFromOfficersDirectors/EOY00
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MiscellaneousRevenue/ExclusionAmount027565
IRS990/MiscellaneousRevenue/RelatedOrExemptFunctionIncome00
IRS990/MiscellaneousRevenue/TotalRevenueColumn027565
IRS990/MiscellaneousRevenue/UnrelatedBusinessRevenue00
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. MONTGOMERY PLACE CELEBRATES THE DIVERSITY OF ITS RESIDENTS WHILE REFLECTING ITS EPISCOPAL HERITAGE. MONTGOMERY PLACE PROVIDES A SETTING OFFERING THE RESOURCES OF THE CITY AND A UNIVERSITY NEIGHBORHOOD FOR A STIMULATING AND ENRICHING LIFE.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerBusiness/BusinessNameLine10MICHAEL R APA
IRS990/NbrIndependentVotingMembers013
IRS990/NbrVotingGoverningBodyMembers013
IRS990/NbrVotingMembersGoverningBody013
IRS990/NetAssetsOrFundBalancesBOY0-7347030
IRS990/NetAssetsOrFundBalancesEOY0-8039699
IRS990/NetGainOrLossInvestments/ExclusionAmount0416619
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0416619
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/ExclusionAmount045309
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn085502
IRS990/NetRentalIncomeOrLoss/UnrelatedBusinessRevenue040193
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith1096036
IRS990/NumberIndependentVotingMembers013
IRS990/NumberIndividualsGT100K04
IRS990/NumberOfContractorsGT100K01
IRS990/NumberOfEmployees0340
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral037843
IRS990/Occupancy/ProgramServices0399404
IRS990/Occupancy/Total0437247
IRS990/OfficeExpenses/ManagementAndGeneral0139196
IRS990/OfficeExpenses/ProgramServices03092
IRS990/OfficeExpenses/Total0142288
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY01831606
IRS990/OtherAssetsTotal/EOY01704108
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0484658
IRS990/OtherEmployeeBenefits/ProgramServices0438563
IRS990/OtherEmployeeBenefits/Total0923221
IRS990/OtherExpensePriorYear08637895
IRS990/OtherExpensesCurrentYear08728502
IRS990/OtherExpenses/Description0RENTAL EQUIPMENT & REPAIR & MAINTAINANCE
IRS990/OtherExpenses/Description1MEDICAL SUPPLY/SERVICE
IRS990/OtherExpenses/Description2FOOD
IRS990/OtherExpenses/Description3SUPPLIES
IRS990/OtherExpenses/ManagementAndGeneral0290281
IRS990/OtherExpenses/ManagementAndGeneral12623
IRS990/OtherExpenses/ManagementAndGeneral2154792
IRS990/OtherExpenses/ProgramServices06483
IRS990/OtherExpenses/ProgramServices1900590
IRS990/OtherExpenses/ProgramServices2767830
IRS990/OtherExpenses/ProgramServices336239
IRS990/OtherExpenses/Total0296764
IRS990/OtherExpenses/Total1900590
IRS990/OtherExpenses/Total2770453
IRS990/OtherExpenses/Total3191031
IRS990/OtherLiabilities/BOY021877323
IRS990/OtherLiabilities/EOY021906678
IRS990/OtherRevenueCurrentYear0169241

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$49,473,191
Liabilities
$57,512,890
Net assets
-$8,039,699
Revenue
-
Expenses
$15,557,523
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