MONTGOMERY PLACE

As filed

Subsection

03

Classification

1000

Street

5550 SOUTH SHORE DRIVE

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).

Mission and programs · 2023

• MONTGOMERY 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.

  Expenses $8,309,288 · Revenue $8,936,716

• 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.

  Expenses $3,683,564 · Revenue $5,736,559

• 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.

  Expenses $3,506,304 · Revenue $3,303,084

• Expenses $462,281 · Revenue $472,470

As filed on the 2023 return.

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.

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $19,236,169

  Expenses

  $21,255,394

  Contributions

  $182,163

  Grants paid

  $0

• 2022

  Revenue

  $19,371,860

  Expenses

  $20,586,050

  Contributions

  $115,532

  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

• 2023 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2022 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2021 · 990

  Revenue

  $17,866,732

  Expenses

  $20,690,659

  Assets (EOY)

  $31,086,963

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $16,111,662

  Expenses

  $19,922,281

  Assets (EOY)

  $31,885,880

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $19,113,602

  Expenses

  $19,188,597

  Assets (EOY)

  $36,394,368

• 2018 · 990

  Revenue

  $17,241,318

  Expenses

  $18,571,478

  Assets (EOY)

  $38,273,036

• 2017 · 990

  Revenue

  $17,410,883

  Expenses

  $18,995,826

  Assets (EOY)

  $39,885,293

• 2017 · 990

  Revenue

  $17,410,883

  Expenses

  $18,995,826

  Assets (EOY)

  $39,885,293

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. Showing the 10 most recent; the API carries the rest.

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

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

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.

Other IRS files