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.
Public Charity
MONTGOMERY PLACE
MONTGOMERY PLACE, of CHICAGO, IL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $20.0M in revenue, $21.2M in expenses, $26.8M in total assets.
EIN: 363582046
CHICAGO, IL
Latest filing: 2025
Total Revenue$20.0M
Total Expenses$21.2M
Total Assets$26.8M
Grant Records0
Filing Years2021–2025
Where $100 goes at Montgomery Place
How Montgomery Place divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$78
Programs
the work itself
$22
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $78 for programs
$41
Montgomery Place is a life plan continuing care retirement community
$20
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
$17
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
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
CHIEF OPERATING OFFICER
Ann Mikso
Board Member thru Jan 2025, Secretary-Treasuer
Bryon Rosner
Board Member
Charles Stewart
BOARD MEMBER
Constance Bonbrest
Board Member
Deborah Franczek
Chair thru Jan 2025
Gregory L Gleason
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $20.0M | $21.2M | $26.8M |
| 2024 | $19.2M | $21.3M | $29.4M |
| 2023 | $19.4M | $20.6M | $30.9M |
| 2022 | $17.9M | $20.7M | $31.1M |
| 2021 | $16.1M | $19.9M | $31.9M |
Between 2021 and 2025, reported annual revenue grew from $16.1M to $20.0M (+24%), with total assets most recently reported at $26.8M.
Interactive year-over-year charts and full filing details available with membership.