Illinois · Nonprofit
MONTGOMERY PLACE
MONTGOMERY PLACE (Illinois) receives grants from 2 organizations whose IRS filings report $392 to it, the largest being AMAZONSMILE FOUNDATION ($292). 1 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $20M
- Funders on record
- 2
- Grants received
- $392
- Net assets
- $-33294653
What Montgomery Place does
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.
As stated on its FY2025 Form 990.
Programs
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.
$8,500,837 spent$9,841,718 earned by the program52% of program spendingThe 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.
$4,250,078 spent$5,900,247 earned by the program26% of program spendingLife 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.
$3,443,525 spent$3,712,591 earned by the program21% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $16,194,440.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $36M to $32M (−12%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 9% · 2021 3%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 9 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Gregory L Gleason
Chair thru Jan 2025
As listed on its FY2025 Form 990.
Who funds it, year by year
2020 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $121 → $143.
1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 74% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $360k from one payer (the payer shares this organization's board, largest The Church Home). These are real filings, and they are not money MONTGOMERY PLACE raised.
From the IRS filings of MONTGOMERY PLACE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
MONTGOMERY PLACE leans on a few funders — its largest provides 74% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
74% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MONTGOMERY PLACE.
Largest funder’s share by year: 2020 100% · 2021 100% · 2022 100% · 2023 70% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
74% of MONTGOMERY PLACE's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $100 that is directly attributable, 100% of it comes from Illinois funders.
Funder states come from each funder’s own filing. $292 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Government funding MONTGOMERY PLACE receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $500 on record.
- SPECIAL TRANSPORTATION TRUST FD$500
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like MONTGOMERY PLACE
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Illinois
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
76% of spending goes to programs.
Governance
Public support
97%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 2 related entities
- Life Care at Home · disregarded
- The Church Home · exempt
Screen this organization
A dated, signed PDF of the compliance screen for MONTGOMERY PLACE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds MONTGOMERY PLACE?
- MONTGOMERY PLACE (Illinois) receives grants from 2 organizations whose IRS filings report $392 to it, the largest being AMAZONSMILE FOUNDATION ($292). 1 of them have funded it in more than one year, and 74% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does MONTGOMERY PLACE have?
- IRS filings report 2 organizations giving $392 in grants to MONTGOMERY PLACE, 1 of which have funded it in more than one year.
- Who is the largest funder of MONTGOMERY PLACE?
- AMAZONSMILE FOUNDATION is the largest funder on record, with $292 in grants. The full list of funders is on this page.
- How can an organization like MONTGOMERY PLACE find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Illinois. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Montgomery Place →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 2 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing