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MONTAGE LIVING

EIN 82-5217687 CHARLOTTE, NC

Largest nonprofits in North Carolina

Revenue 2023
$32,294,170
Expenses 2023
$45,173,732

Program services were 90.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
L20
Classification
1000
Street
2410 DUNAVANT ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2023

Mission

The goal of the organization is to enrich the lives of its residents by providing an environment that is physically, mentally, spiritually and emotionally stimulating. It offers vibrant programs to make each resident feel at home and to live healthy and happy lives.

Activities or mission (Part I)

Montage Living is a South Carolina nonprofit corporation organized and operated for the exclusive charitable purpose of relieving the distressed through the provision of housing designed specifically to accommodate and address the particular physical, social and civic needs of the elderly while promoting the continued dignity and independence of its residents.

  • Assisted living is provided to elderly residents (over age 55) who receive assistance with all activities of daily living, planned activities and nutritious dietician approved meals, as well as rehabilitation services as needed. The organization offers recreational activities, including book clubs, garden clubs, fitness opportunities and off-site outing. Transportation is included to worship services, cultural events and shopping. Programs are provided to assist residents with health management, housekeeping, personal care and other general lifestyle needs. Rental rates are set at or below market rate for the area as determined by a third party analysts with other services provided at the lowest feasible cost.

    Expenses $23,421,175 · Revenue $18,581,115

  • Memory care facility residents receive additional medical services to meet these residents' unique medical needs. Those living with Alzheimer's or other related diseases of dementia are given a safe and welcoming environment. Assistance is offered for activities of daily living, dietician approved meals, in-house rehabilitation, limited medical care, transportation for off-site medical examinations and follow-up treatment. Rental rates are set at or below market rate for the area as determined by a third party analysts with other services provided at the lowest feasible cost.

    Expenses $2,344,687 · Revenue $1,830,593

  • The independent living community program has a 24-hour staff and features various size accommodations with private living quarters. Independent living residents enjoy the amenities of the facilities. Daily events and activities designed to engage residents and promote continued independence and activity is provided by the organization's staff. The organization also offers transportation for activities, medical care and worship services. Housing is available at rates that are within the financial reach of a significant segment of the elderly population with rates that are set at or below the market rate for the area.

    Expenses $15,205,050 · Revenue $11,871,205

  • The respite care program provides short-term care designed to provide relief to the caregiver. Six of the Montage Senior Living locations provide this service with the costs based on availability. Participants in the respite care program receive assistance with all activities of daily living, planned activities and nutritious dietician approved meals, as well as rehabilitation services as needed.

    Expenses $3,268 · Revenue $2,552

  • Other Income, including application and laundry fees.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • R Andrew Cox

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • David Little

    Board Member

    Total calculated
    $0
    Hours/week
    5
  • Ryan Lambert

    President

    Total calculated
    $0
    Hours/week
    25
  • Andrew Giraldo

    Treasurer

    Total calculated
    $0
    Hours/week
    2
  • Nathanael Andrico

    Secretary

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $32,294,170
    Expenses
    $45,173,732
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $25,741,821
    Expenses
    $41,512,429
    Contributions
    $224,231
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $23,940,845
    Expenses
    $33,077,974
    Assets (EOY)
    $133,680,991
  • 2020 · 990

    Revenue
    $25,335,889
    Expenses
    $30,917,167
    Assets (EOY)
    $139,387,973
  • 2019 · 990

    Revenue
    $15,149,587
    Expenses
    $22,619,999
    Assets (EOY)
    $88,508,334
  • 2018 · 990

    Revenue
    $2,590,697
    Expenses
    $4,739,626
    Assets (EOY)
    $30,280,329

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2023 return

  • ML Austin Village LLC

    To provide housing addressing the physical,and social needs of the elderly. · NC

  • ML Brookside Glen Holding LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Greenville Glen Holding LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML The Renaissance Holding LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Woodbridge Clinton Holding LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Woodland Place Holding LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Bermuda Village Holding LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Brookside Glen LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Greenville Glen LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML The Renaissance LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Woodbridge Clinton LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Woodland Place LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Bermuda Village LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Avondale LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Avondale Holding LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

  • ML Dahlonega LLC

    To provide housing addressing the physical,and social needs of the elderly. · SC

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.