Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1988.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
78 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
12 people listed on the 990; $679K paid to officers and key staff.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Michael M McGarry | $179,620 | $224,070 | $265,005 | $30,791 | — | — |
| Michael Clark | $256,472 | $183,425 | $172,402 | $161,916 | $127,790 | — |
| Deborah Hart | — | — | — | $239,623 | $244,435 | $245,184 |
| Ann Mikso | $187,163 | $157,412 | $130,502 | — | — | — |
| Paul Zappoli | — | $82,501 | $169,172 | $165,556 | $160,020 | $122,933 |
| Melody Chase | $148,990 | — | — | — | — | — |
| Stefanie Dziedzic | — | — | — | $106,843 | $146,342 | — |
| Leatrice Rogers | $137,049 | — | — | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Provides senior housing and health services to improve quality of life.
Questions for Montgomery Place
Your first name shows with your question. Montgomery Place answers here, for everyone.
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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 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.
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.
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.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2021 990, line by line.
Download 990
| Line | Start FY21 | End FY21 |
|---|---|---|
| Cash and savingsLn 1–2 | $871K | $720K |
| InvestmentsLn 11–13 | $12.3M | $10.8M |
| Land, buildings, equipmentLn 10c | $21.0M | $18.5M |
| Total assetsLn 16 | $36.4M | $31.9M |
| LiabilitiesLn 26 | $60.3M | $59.5M |
| Net assetsLn 32 | −$23.9M | −$27.6M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Pay of current officers, directors and key staffLn 5 | $372K | $372K | ||
| Other salaries and wagesLn 7 | $7.9M | $6.6M | $1.3M | |
| Other employee benefitsLn 9 | $899K | $714K | $185K | |
| Payroll taxesLn 10 | $730K | $579K | $150K | |
| Legal feesLn 11b | $203K | $203K | ||
| Accounting feesLn 11c | $20K | $20K | ||
| Investment management feesLn 11f | $8K | $8K | ||
| Other fees for servicesLn 11g | $660K | $371K | $288K | |
| Advertising and promotionLn 12 | $747K | $747K | ||
| Information technologyLn 14 | $300K | $270K | $30K | |
| OccupancyLn 16 | $329K | $199K | $130K | |
| TravelLn 17 | $13K | $10K | $3K | |
| InterestLn 20 | $1.6M | $1.4M | $159K | |
| Depreciation, depletion and amortizationLn 22 | $2.8M | $2.3M | $400K | |
| InsuranceLn 23 | $325K | $217K | $108K | |
| Other expenses (24a–d)Ln 24 | $3.1M | $2.9M | $179K | |
| Total functional expensesLn 25 | $19.9M | $15.6M | $4.3M | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest | $20.0M | $21.2M | −$1.2M | −$33.3M | 990 PDF |
| FY2024 | $19.2M | $21.3M | −$2.0M | −$32.5M | 990 PDF |
| FY2023 | $19.4M | $20.6M | −$1.2M | −$31.1M | 990 PDF |
| FY2022 | $17.9M | $20.7M | −$2.8M | −$30.4M | 990 PDF |
| FY2021 Viewing | $16.1M | $19.9M | −$3.8M | −$27.6M | 990 PDF |
| FY2020 | $19.1M | $19.2M | −$75K | −$23.9M | 990 PDF |
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Schedules filed Part IV
See the full FY2021 990 (6 parts)
Part I · Summary $16,111,662 revenue, 12 lines filed
Part VI · Governance 8 of 8 board members independent, no flags
Part VIII · Statement of revenue $16,111,662 across 10 lines filed
Part IX · Statement of functional expenses $19,922,281 across 16 lines filed
Part X · Balance sheet $31,885,880 assets, 18 lines filed
Part XI · Reconciliation of net assets −$27,645,208 net assets at year end
Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File
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