Montgomery Place
Montgomery Place reported $20.0 million in revenue and $21.2 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $76.48 went to program services, $23.52 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 97.4% of the total. The highest compensation it reported for one person was $282,722 (CHIEF FINANCIAL OFFICER). 6 people received more than $100,000 in reportable compensation. Revenue rose 5% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $21MFor context, the median across 2,433 covered unclassified charities: $88.27 programs, $11.68 management, $0.05 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $20MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 76.5% | 86.7% |
| Management & general Part IX 25(C) ÷ 25(A) | 23.5% | 11.5% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 0.0% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | Not reported | $0.01 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 0.6% | 29.9% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.0% | 3.8% |
| Program service revenue share Part VIII 2g ÷ 12 | 97.4% | 58.9% |
| Highest reported compensation Part VII-A, columns D–F | $282,722 | $301,601 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 1.34% | 1.38% |
| People paid over $100,000 Part VII, line 2 | 6 | 6 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | -18.9 | 6.8 |
| Independent voting board members Part VI 1a–1b | 9 of 9 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseMontgomery 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…
The 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 rated 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
Life 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
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| CHIEF FINANCIAL OFFICER Officer, 40.0 hrs/week | $256,472 | $0 | $26,250 | $282,722 |
| Former PRESIDENT & CEO Former, 40.0 hrs/week | $179,620 | $0 | $8,998 | $188,618 |
| CHIEF OPERATING OFFICER Highest compensated employee, 40.0 hrs/week | $187,163 | $0 | $0 | $187,163 |
| Director of Nursing Highest compensated employee, 40.0 hrs/week | $148,990 | $0 | $0 | $148,990 |
| Nursing Adminstration Highest compensated employee, 40.0 hrs/week | $137,049 | $0 | $8,706 | $145,755 |
| Sales Highest compensated employee, 40.0 hrs/week | $132,929 | $0 | $0 | $132,929 |
6 people received more than $100,000 in reportable compensation from Montgomery Place (Part VII, line 2). Compensation of current officers, directors and key employees totaled $471K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b9 · 9 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aYes
- Family or business ties among insiders Part VI 2No
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5119
- Volunteers Part I, line 610
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| HEALTHPRO REHABILITATION Physical therapist agency | $805,247 |
| 2060 DIGITAL CHICAGO Marketing and public relations | $308,350 |
| Odom Security Security | $268,947 |
| AEP Electric | $267,415 |
| Otis Elevator | $180,884 |
Individuals listed as contractors are left out. 15 contractors were paid more than $100,000 in all.
Private foundation grants it received
2 private foundations reported grants to Montgomery Place totaling $143 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.
Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.
Correct a figure or respond
Every number above is copied from Montgomery Place's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Montgomery Place, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 Montgomery Place spent in FY2025, $76.48 went to programs. The full breakdown, from its IRS Form 990:
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Similar-sized charities in this cause
- Villa of HopeRochester, NY · revenue $20M · programs 85.9% · FY2025
- The Rehabilitation Group of PennsylvaniaBala Cynwyd, PA · revenue $20M · programs 86.0% · 2023
- York County Board of Disabilities and Special NeedsYork, SC · revenue $20M · programs 86.9% · FY2025
- The ARC of Hunterdon CountyHampton, NJ · revenue $20M · programs 82.6% · FY2025
- Young Men's Christian AssociationNew Bedford, MA · revenue $20M · programs 86.8% · 2025
Questions people ask
How much of Montgomery Place's spending goes to programs?
In the fiscal year ending June 30, 2025, Montgomery Place reported that 76.5% of its $21.2 million in expenses went to program services, 23.5% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does Montgomery Place pay its top executive?
The largest total compensation Montgomery Place reported for one person in the fiscal year ending June 30, 2025 was $282,722, for the role of CHIEF FINANCIAL OFFICER (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does Montgomery Place get its money?
Of $20.0 million in revenue in the fiscal year ending June 30, 2025, 0.6% came from contributions and grants and 97.4% from program service revenue (Form 990, Part VIII).
Is Montgomery Place a registered charity?
The IRS lists EIN 36-3582046 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202631339349307453 · read the filing
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202531339349308088 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202421319349303402 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202311289349302756 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202221369349303622 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202141319349303319 · read the filing
All filings for EIN 36-3582046: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.