Civic Intelligence

Montgomery Place

990 • Fiscal year 2018 • EIN 36-3582046

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 05, 2019

Organization ProfileWWW.MONTGOMERYPLACE.ORG

View Organization Page

5550 South Shore DriveChicago, IL 60637

(773) 753-4100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$39,885,293

Flat from 2018

Net Assets

Flat

-$22,725,390

Flat from 2018

Liabilities

Flat

$62,610,683

Flat from 2018

Revenue And Expenses

Revenue

Flat

$17,410,883

Flat from 2018

Expenses

Flat

$18,995,826

Flat from 2018

Net Income

Flat

-$1,584,943

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$39,885,293
Liabilities$62,610,683
Net Assets-$22,725,390
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$17,410,883
Expenses$18,995,826
Net Income-$1,584,943
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 5, 2019
Return Version
2017v2.3
Gross Receipts
$17,560,854
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,056,382$21,072,869▼ $983,513
Investments in Publicly Traded Securities$8,860,133$8,951,455▲ $91,322
Investments Program Related$6,551,416$6,404,960▼ $146,456
Accounts Receivable$1,430,390$1,005,865▼ $424,525
Cash and Non-Interest-Bearing Accounts$422,955$684,791▲ $261,836
Savings and Temporary Cash Investments$518,409$264,109▼ $254,300
Prepaid Expenses and Deferred Charges$234,411$177,263▼ $57,148
Investments Other Securities$109,375$118,750▲ $9,375
Total Assets$40,796,843$39,885,293▼ $911,550
Other Assets Total$613,372$1,205,231▲ $591,859
Liabilities
Tax Exempt Bond Liabilities$29,959,049$29,604,002▼ $355,047
Other Liabilities$28,724,527$29,169,831▲ $445,304
Deferred Revenue$1,666,741$2,144,273▲ $477,532
Accounts Payable and Accrued Expenses$1,533,564$1,692,577▲ $159,013
Total Liabilities$61,883,881$62,610,683▲ $726,802
Net Assets / Fund Balance
Temporarily Rstr Net Assets$60,157$0▼ $60,157
Unrestricted Net Assets$-21,147,195$-22,725,390▼ $1,578,195
Total Net Assets Fund Balance$-21,087,038$-22,725,390▼ $1,638,352
Total Liabilities and Net Assets / Fund Balance$40,796,843$39,885,293▼ $911,550

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$14,435,580$13,413,788$27,849,368
Buildings$2,028,727$19,054,404$21,083,131
Equipment$957,328$2,434,280$3,391,608
Land$3,253,612-$3,253,612
Other Land Buildings$397,622$172,715$570,337
Investment Program Related Org$4,164,700--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah HartCEOFT$215,491$50,206$265,697
Fred SavianoCFO (thru 12/2017)FT$130,496$4,524$135,020

Board Members and Trustees

NameTitle
Michael M McgarryPresident
Gregory L GleasonVice President (beg. 1/2018)
Dr Constance BonbrestVice President (thru 12/2017)
Doug HoffmanBoard Member
Dr Bryon RosnerBoard Member
John SegalBoard Member
Margo Brooks-pughBoard Member
Scott WilliamsonBoard Member
Susan LevyBoard Member
Suzanne DutcherBoard Member
Dr Cynthia LinderBoard Member (thru 12/2017)
Arthur CarrCFO (beg 2/2018)
Deborah C FranczekSecretary (beg. 1/2018)
Helen M JohnsonSecretary (thru 8/2017)
John JuroeTreasurer (thru 12/18)

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthpro RehabilitationTherapy Services536 OLD HOWELL ROAD, Greenville, SC 29615$826,446
Sheila King Marketing & Public RelationsMarketing And Public RelationsPO BOX 10425, Chicago, IL 60610$304,477
Greenberg Traurig LLPLegal Services77 W WACKER DR SUITE 3100, Chicago, IL 60601$296,824
Sb&aMarketing Services207 WEST FRANKLIN STREET, Richmond, VA 23220$113,753
Crowe LLPAccounting Services225 W WACKER DR SUITE 2600, Chicago, IL 60606$103,130
Revenue and Support

Revenue Composition

Contributions and Grants
$71,375
Program Service Revenue
$16,758,568
Investment Income
$334,901
Other Revenue
$246,039
All Other Contributions
$71,375
Change in Net Assets
$-1,584,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,924,884
Salaries, Compensation, and Employee Benefits$9,070,942
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,976,227$1,036,622-$7,012,849
Depreciation Depletion$2,233,524$33,473-$2,266,997
Interest$1,684,110--$1,684,110
All Other Expenses$976,158$23,110-$999,268
Other Employee Benefits$673,212$172,889-$846,101
Payroll Taxes$638,873$133,260-$772,133
Occupancy$447,465$79,810-$527,275
Current Officers, Directors, Trustees, and Key Employees-$439,859-$439,859
Advertising-$341,409-$341,409
Fees for Services Other$224,884$102,589-$327,473
Fees for Services Legal-$251,942-$251,942
Information Technology$185,381$54,928-$240,309
Insurance$162,014$75,211-$237,225
Other Expenses$171,567$41,085-$212,652
Fees for Services Accounting-$121,697-$121,697
Travel$14,640$58,930-$73,570
Total Functional Expenses$15,889,246$3,106,580$0$18,995,826
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Entrance Fees Refundable$25,343,703
Due to Affilate$2,684,706
Independent Living Security Deposits$499,266
Health Care Security Deposits$379,586
Lcah Security Deposits$218,570
Entrance Fees Deposits$44,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIllinois Finance Authority2017-05-04$31,085,000Refinance of series 2006 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$30,765,910$27,904,808$410,000$615,318

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The full form 990, including all applicable schedules, is reviewed by the organization's management and members of the finance committee of the montgomery place board of directors. Subsequent to this review, a copy of the final form 990 is distributed to each member of the organization's board of directors prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy covers all officers, directors, trustees and key employees (interested persons). The board annually reviews the policy on conflicts of interest and asks all interested persons to disclose any conflicts that might exist. If it is determined that an interested person has a conflict of interest with the organization, the interested person will be asked to excuse themselves from the discussions and decisions that are made in regards to the transaction where a conflict exists.”

Form 990, Part VI, Section B, Line 15

“The hr committee evaluates the performance of the ceo based on pre-established goals and objectives. Compensation is compared to industry data for similar positions. The hr committee prepares final recommendation to the board of directors for final approval. The last review date was 12/31/17. The ceo evaluates the performance of the cfo and administrator based on pre-established goals and objectives. Compensation is compared to industry data for similar positions. Recommendation is presented to the hr committee for final approval. The last review date was 12/31/17.”

Form 990, Part VI, Section C, Line 19

“Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to internal revenue code (irc) section 6104. These documents are not available to the public at this time.”

Filing and Contact Details

Filer

Filer Name
Montgomery Place
EIN
36-3582046
Phone
7737534100
Address
5550 SOUTH SHORE DRIVE, CHICAGO, IL 60637

Signing Officer

Name
Deborah E Hart
Title
President and CEO
Phone
7737534100
Signed
2019-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah E Hart
Formed
1987
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
384
Volunteers
312

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D - Description of Other Program Services

“As part of the life plan community, assisted living programs provide for residents to live life with physical and memory support in their own private apartments when they can no longer live independently. Programs are resident centered and offer choice in program participation.”

Financial Statement Notes

PART III, LINE 4:

“The organization's collections consist primarily of donated works of art that are on display in public throughout the retirement community. These works of art are used to provide a welcoming environment to residents and families in furtherance of the organization's mission of enhancing the quality of life for senior adults.”

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1413306
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154524
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL M MCGARRY
IRS990/Form990PartVIISectionAGrp/PersonNm1GREGORY L GLEASON
IRS990/Form990PartVIISectionAGrp/PersonNm2DR CONSTANCE BONBREST
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN JUROE
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBORAH C FRANCZEK
IRS990/Form990PartVIISectionAGrp/PersonNm5HELEN M JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm6MARGO BROOKS-PUGH
IRS990/Form990PartVIISectionAGrp/PersonNm7SUZANNE DUTCHER
IRS990/Form990PartVIISectionAGrp/PersonNm8DOUG HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN LEVY
IRS990/Form990PartVIISectionAGrp/PersonNm10DR CYNTHIA LINDER
IRS990/Form990PartVIISectionAGrp/PersonNm11DR BRYON ROSNER
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN SEGAL
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm14DEBORAH HART
IRS990/Form990PartVIISectionAGrp/PersonNm15FRED SAVIANO
IRS990/Form990PartVIISectionAGrp/PersonNm16ARTHUR CARR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14252391
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15130496
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT (BEG. 1/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT (THRU 12/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER (THRU 12/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY (BEG. 1/2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY (THRU 8/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (THRU 12/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO (THRU 12/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO (BEG 2/2018)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-19052
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017560854
IRS990/GrossRentsGrp/RealAmt0227029
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt054928
IRS990/InformationTechnologyGrp/ProgramServicesAmt0185381
IRS990/InformationTechnologyGrp/TotalAmt0240309
IRS990/InsuranceGrp/ManagementAndGeneralAmt075211
IRS990/InsuranceGrp/ProgramServicesAmt0162014
IRS990/InsuranceGrp/TotalAmt0237225
IRS990/InterestGrp/ProgramServicesAmt01684110
IRS990/InterestGrp/TotalAmt01684110
IRS990/InvestmentIncomeGrp/ExclusionAmt0353953
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0353953
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0109375
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0118750
IRS990/InvestmentsProgramRelatedGrp/BOYAmt06551416
IRS990/InvestmentsProgramRelatedGrp/EOYAmt06404960
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08860133
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08951455
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt084
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt035075187
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022056382
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021072869
IRS990/LandBldgEquipCostOrOtherBssAmt056148056
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019052
IRS990/LessRentalExpensesGrp/RealAmt0130919
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt030863
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt030863
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-21087038
IRS990/NetAssetsOrFundBalancesEOYAmt0-22725390
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-19052
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-19052
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt070494
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt096110
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt025616
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-53409
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt079810
IRS990/OccupancyGrp/ProgramServicesAmt0447465
IRS990/OccupancyGrp/TotalAmt0527275
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0613372
IRS990/OtherAssetsTotalGrp/EOYAmt01205231
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0172889
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0673212
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0846101
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1ANCILLARY
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt086709
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt153057
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt241085
IRS990/OtherExpensesGrp/ProgramServicesAmt01016555
IRS990/OtherExpensesGrp/ProgramServicesAmt11072955
IRS990/OtherExpensesGrp/ProgramServicesAmt2411681
IRS990/OtherExpensesGrp/ProgramServicesAmt3171567
IRS990/OtherExpensesGrp/TotalAmt01103264
IRS990/OtherExpensesGrp/TotalAmt11072955
IRS990/OtherExpensesGrp/TotalAmt2464738
IRS990/OtherExpensesGrp/TotalAmt3212652
IRS990/OtherLiabilitiesGrp/BOYAmt028724527
IRS990/OtherLiabilitiesGrp/EOYAmt029169831
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0RESIDENT GARAGE
IRS990/OtherRevenueMiscGrp/Desc1CAFE LIBRARY
IRS990/OtherRevenueMiscGrp/Desc2MANAGEMENT FEE
IRS990/OtherRevenueMiscGrp/ExclusionAmt070865
IRS990/OtherRevenueMiscGrp/ExclusionAmt130201
IRS990/OtherRevenueMiscGrp/ExclusionAmt218000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070865
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt130201
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt218000
IRS990/OtherRevenueTotalAmt0149929
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01036622
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05976227
IRS990/OtherSalariesAndWagesGrp/TotalAmt07012849
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0133260
IRS990/PayrollTaxesGrp/ProgramServicesAmt0638873
IRS990/PayrollTaxesGrp/TotalAmt0772133
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0234411
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0177263
IRS990/PrincipalOfficerNm0DEBORAH E HART
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc1HEALTH CARE
IRS990/ProgramServiceRevenueGrp/Desc2HOME CARE

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,885,293
Liabilities
$62,610,683
Net assets
-$22,725,390
Revenue
$17,410,883
Expenses
$18,995,826
Net income
-$1,584,943
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
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