Civic Intelligence

Montgomery Place

990 • Fiscal year 2023 • EIN 36-3582046

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

Organization ProfileWWW.MONTGOMERYPLACE.ORG

View Organization Page

5550 South Shore DriveChicago, IL 60637

(773) 753-4100

Siviq Scores

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

Liabilities / Assets

99th percentile

2.01x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

3.20x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

23rd percentile

-6.3%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$265,113

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

25th percentile

-0.6%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

8.4%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$30,887,542

Down $199,421 (-0.6%) from 2022

Net Assets

Down

-$31,098,632

Down $713,848 (-2.3%) from 2022

Liabilities

Up

$61,986,174

Up $514,427 (+0.8%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin23rd percentile

Revenue

Up

$19,371,860

Up $1,505,128 (+8.4%) from 2022

Expenses

Down

$20,586,050

Down $104,609 (-0.5%) from 2022

Net Income

Up

-$1,214,190

Up $1,609,737 (+57%) from 2022

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

2023

Assets$30,887,542
Liabilities$61,986,174
Net Assets-$31,098,632
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

2023

Revenue$19,371,860
Expenses$20,586,050
Net Income-$1,214,190
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$20,320,953
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$18,076,469$18,084,305▲ $7,836
Investments in Publicly Traded Securities$7,189,080$7,357,191▲ $168,111
Investments Program Related$2,258,774$2,259,663▲ $889
Accounts Receivable$1,041,847$1,451,850▲ $410,003
Cash and Non-Interest-Bearing Accounts$2,000,351$1,145,190▼ $855,161
Prepaid Expenses and Deferred Charges$210,530$253,696▲ $43,166
Investments Other Securities$71,139$71,139→ $0
Total Assets$31,086,963$30,887,542▼ $199,421
Other Assets Total$238,773$264,508▲ $25,735
Liabilities
Other Liabilities$29,471,470$30,479,266▲ $1,007,796
Tax Exempt Bond Liabilities$27,826,544$27,333,593▼ $492,951
Accounts Payable and Accrued Expenses$2,598,054$2,427,750▼ $170,304
Deferred Revenue$1,575,679$1,745,565▲ $169,886
Total Liabilities$61,471,747$61,986,174▲ $514,427
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-30,384,784$-31,098,632▼ $713,848
Total Net Assets Fund Balance$-30,384,784$-31,098,632▼ $713,848
Total Liabilities and Net Assets / Fund Balance$31,086,963$30,887,542▼ $199,421

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$11,773,579$19,564,078$31,337,657
Buildings$0$20,823,606$20,823,606
Equipment$1,388,038$5,106,744$6,494,782
Land$3,253,612-$3,253,612
Other Land Buildings$1,669,076$266,114$1,935,190
Investment Program Related Org$2,073,750--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael M McgarryPresident & CEOFT$215,005$50,108$265,113
Michael ClarkChief Financial OfficerFT$152,402$44,648$197,050
Paul ZappoliChief Operating OfficerFT$169,172$17,715$186,887
Ann MiksoDirector of Sales and MarketingFT$130,502-$130,502

Board Members and Trustees

NameTitle
Gregory L GleasonChairman
Morag FulliloveVice Chair
Bryon Rosner MdBoard Member
Constance Bonbrest MdBoard Member
Suzanne DutcherBoard Member
Deborah FranczekSecretary
Scott WilliamsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Healthpro RehabilitationPhysical Therapist Agency536 OLD HOWELL ROAD, Greenville, SC 29615$683,485
Baron Financing Revolution CapitalNursing AgencyPO BOX 741791, Los Angeles, CA 90071-1791$302,305
2060 Digital ChicagoMarketing And Public RelationsPO BOX 83141, Chicago, IL 60691$290,281
West LakeGeneral Contracting Services4916 N LOWELL AVE, Chicago, IL 60630$285,635
WipfliBilling AgencyPO BOX 3160, Milwaukee, WI 53201-3160$150,881
Revenue and Support

Revenue Composition

Contributions and Grants
$115,532
Program Service Revenue
$18,795,561
Investment Income
$228,836
Other Revenue
$231,931
All Other Contributions
$29,388
Change in Net Assets
$-1,214,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,311,645
Other Expenses$10,274,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,635,799$1,418,350-$8,054,149
Depreciation Depletion$1,472,974$274,874-$1,747,848
Interest$1,397,422$155,269-$1,552,691
Fees for Services Other-$1,135,902-$1,135,902
Payroll Taxes$667,272$209,018-$876,290
Other Employee Benefits$595,512$136,644-$732,156
Current Officers, Directors, Trustees, and Key Employees-$649,050-$649,050
Advertising-$588,024-$588,024
Insurance$381,061$42,340-$423,401
Occupancy$386,540$32,975-$419,515
Information Technology$284,001$31,556-$315,557
Other Expenses$196,576$97,952-$294,528
All Other Expenses$287,719$4,155-$291,874
Fees for Services Accounting-$175,880-$175,880
Fees for Services Legal-$146,276-$146,276
Fees for Service Investment Mgmnt Fees-$36,964-$36,964
Total Functional Expenses$14,791,723$5,794,327$0$20,586,050
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$27,788,145
Due to Affiliate$1,662,366
Lcah Security Deposits$450,654
Independent Living Security Deposits$438,959
Entrance Fees Deposits$139,142

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$2,950,000$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 35% controlled entity
No
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 occurred during fye 6/30/23. 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. This review occurs each year.”

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
Michael Clark
Title
CFO
Phone
7737534100
Signed
2024-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Clark
Formed
1987
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
193
Volunteers
10

Preparer

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

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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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/Desc0MONTGOMERY PLACE IS A LIFE PLAN CONTINUING CARE RETIREMENT COMMUNITY. RESIDENTS ARE OFFERED MULTIPLE OPTIONS IN INDEPENDENT LIVING APARTMENT SELECTION (VIEWS AND PRICES), VARYING MEAL PLANS, RESIDENT-DRIVEN DAILY ACTIVITIES AND OUTINGS. APARTMENTS INCLUDE FULL KITCHENS AND APPLIANCES, INCLUDING IN-UNIT WASHER/DRYERS. COMMON LIVING SPACES (BOTH IN THE BUILDING AND THE PARK-LIKE OUTDOORS SPACE) ENCOURAGE COMPANIONSHIP AND SATISFACTION OF PHYSICAL, INTELLECTUAL AND PSYCHOLOGICAL NEEDS. NOTABLE SERVICES AND AMENITIES INCLUDE COMPLIMENTARY WELLNESS SERVICES, BASIC PHONE, CABLE AND INTERNET, LIGHT HOUSEKEEPING/LINEN, ENTERTAINMENT AND TRANSPORTATION SERVICES, 24-HOUR LIVE SECURITY, CALL SYSTEM IN EACH UNIT, AND ON-SITE CHAPLAIN SERVICES.
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7108
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt824648
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt917715
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0GREGORY L GLEASON
IRS990/Form990PartVIISectionAGrp/PersonNm1MORAG FULLILOVE
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH FRANCZEK
IRS990/Form990PartVIISectionAGrp/PersonNm4CONSTANCE BONBREST MD
IRS990/Form990PartVIISectionAGrp/PersonNm5SUZANNE DUTCHER
IRS990/Form990PartVIISectionAGrp/PersonNm6BRYON ROSNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL M MCGARRY
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL ZAPPOLI
IRS990/Form990PartVIISectionAGrp/PersonNm10ANN MIKSO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7265005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8172402
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9169172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10130502
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF SALES AND MARKETING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt022674
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0865890
IRS990/GrossReceiptsAmt020320953
IRS990/GrossRentsGrp/RealAmt0170705
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031556
IRS990/InformationTechnologyGrp/ProgramServicesAmt0284001
IRS990/InformationTechnologyGrp/TotalAmt0315557
IRS990/InsuranceGrp/ManagementAndGeneralAmt042340
IRS990/InsuranceGrp/ProgramServicesAmt0381061
IRS990/InsuranceGrp/TotalAmt0423401
IRS990/InterestGrp/ManagementAndGeneralAmt0155269
IRS990/InterestGrp/ProgramServicesAmt01397422
IRS990/InterestGrp/TotalAmt01552691
IRS990/InvestmentIncomeGrp/ExclusionAmt0206162
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0206162
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt071139
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt071139
IRS990/InvestmentsProgramRelatedGrp/BOYAmt02258774
IRS990/InvestmentsProgramRelatedGrp/EOYAmt02259663
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07189080
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07357191
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt051
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt045760542
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018076469
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018084305
IRS990/LandBldgEquipCostOrOtherBssAmt063844847
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0843216
IRS990/LessRentalExpensesGrp/RealAmt0105877
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt054527
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt054527
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/NetAssetsOrFundBalancesBOYAmt0-30384784
IRS990/NetAssetsOrFundBalancesEOYAmt0-31098632
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022674
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022674
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-17227
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt064828
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt082055
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0500342
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-30384784
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-31098632
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt032975
IRS990/OccupancyGrp/ProgramServicesAmt0386540
IRS990/OccupancyGrp/TotalAmt0419515
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0238773
IRS990/OtherAssetsTotalGrp/EOYAmt0264508
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0136644
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0595512
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0732156
IRS990/OtherExpensesGrp/Desc0FOOD & SUPPLIES
IRS990/OtherExpensesGrp/Desc1ANCILLARY
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3OTHER ADMIN EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt084267
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1117712
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2457119
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt397952
IRS990/OtherExpensesGrp/ProgramServicesAmt01296938
IRS990/OtherExpensesGrp/ProgramServicesAmt11189909
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt3196576
IRS990/OtherExpensesGrp/TotalAmt01381205
IRS990/OtherExpensesGrp/TotalAmt11307621
IRS990/OtherExpensesGrp/TotalAmt2457119
IRS990/OtherExpensesGrp/TotalAmt3294528
IRS990/OtherLiabilitiesGrp/BOYAmt029471470
IRS990/OtherLiabilitiesGrp/EOYAmt030479266
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0STAFFING SERVICES
IRS990/OtherRevenueMiscGrp/Desc1CAFE LIBRARY
IRS990/OtherRevenueMiscGrp/Desc2RESIDENT GARAGE
IRS990/OtherRevenueMiscGrp/ExclusionAmt033951
IRS990/OtherRevenueMiscGrp/ExclusionAmt132277
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046348
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046348
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt133951
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt232277
IRS990/OtherRevenueTotalAmt0167103
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01418350
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06635799
IRS990/OtherSalariesAndWagesGrp/TotalAmt08054149
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0209018
IRS990/PayrollTaxesGrp/ProgramServicesAmt0667272
IRS990/PayrollTaxesGrp/TotalAmt0876290
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0210530
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0253696
IRS990/PrincipalOfficerNm0MICHAEL CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc1HEALTH CARE
IRS990/ProgramServiceRevenueGrp/Desc2HOME CARE
IRS990/ProgramServiceRevenueGrp/Desc3ASSISTED LIVING
IRS990/ProgramServiceRevenueGrp/Desc4AMORTIZED ENTRANCE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06851820
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16149968
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23241503
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31900255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4652015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06851820
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16149968
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23241503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31900255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4652015
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MONTGOMERY PLACE CCRC CAMPUS INCLUDES A 40-BED, MEDICARE-CERTIFIED SKILLED NURSING FACILITY THAT OFFERS SHORT-TERM REHABILITATION, LONG-TERM CARE WITH MEMORY CARE OPTIONS. IT IS A 5-STAR FACILITY BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) AND RECOGNIZED AS ONE OF THE TOP PERFORMING FACILITIES IN THE NATION. RECOGNIZED FOR ITS SHORT-TERM REHAB OUTCOMES, IT HAS AFFILIATION WITH TWO MAJOR HOSPITAL NETWORKS IN CHICAGO.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03726009
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06149968
IRS990/ProgSrvcAccomActy3Grp/Desc0LIFE CARE AT HOME, LLC IS A PRIVATE-DUTY HOME CARE AND HOME NURSING AGENCY PROVIDING SERVICES TO PRIVATE-PAY, FEE-FOR-SERVICE CLIENTS IN THEIR HOMES IN THE CHICAGO AREA. IT IS A NON-TAXABLE LLC, MANAGED BY ITS SOLE MEMBER MONTGOMERY PLACE. FLEXIBLY DESIGNED SERVICE PLANS MEET THE INDIVIDUAL NEEDS AND PREFERENCES OF CLIENTS. THE COMPANY ALSO PROVIDES CONTRACTED WELLNESS SERVICES TO MONTGOMERY PLACE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03084699
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03241503
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0351536
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01900255
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141451
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0113545
IRS990/PYOtherExpensesAmt010213738
IRS990/PYOtherRevenueAmt0905474
IRS990/PYProgramServiceRevenueAmt016706262
IRS990/PYRevenuesLessExpensesAmt0-2823927
IRS990/PYSalariesCompEmpBnftPaidAmt010476921
IRS990/PYTotalExpensesAmt020690659
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017866732
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1214190
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RelatedOrganizationsAmt086144
IRS990/RentalIncomeOrLossGrp/RealAmt064828
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,887,542
Liabilities
$61,986,174
Net assets
-$31,098,632
Revenue
$19,371,860
Expenses
$20,586,050
Net income
-$1,214,190
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