Public Charity

Montage Living

Montage Living is a Public Charity headquartered in Charlotte, NC. Financial data from the 2023 filing: $32.3M revenue, $45.2M expenses, $119.4M total assets. 2 publicly reported grants to this organization, totaling roughly $1.1M, appear in IRS filings.

EIN: 825217687 Charlotte, NC Housing Development, Construction & Management NTEE: L20 Latest filing: 2023
Total Revenue$32.3M
Total Expenses$45.2M
Total Assets$119.4M
Grant Records2
Funding Total$1.1M
Filing Years2018–2023

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.

Where $100 goes at Montage Living

How Montage Living divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.

$91 Programs the work itself
$9 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 $91 for programs

$52
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…
57% of program spending
$34
The independent living community program has a 24-hour staff and features various size accommodations with private living quarters
37% of program spending
$5
Memory care facility residents receive additional medical services to meet these residents' unique medical needs
6% of program spending

Plus 2 more programs. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2023. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Treasurer Andrew Giraldo
Board Member David Little
Secretary Nathanael Andrico
Board Member R Andrew Cox
President Ryan Lambert

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,114,074 2 grants

Financial Trends

Year Revenue Expenses Assets
2023 $32.3M $45.2M $119.4M
2022 $25.7M $41.5M $124.4M
2020 $25.3M $30.9M $139.4M
2019 $15.1M $22.6M $88.5M
2018 $2.6M $4.7M $30.3M

Between 2018 and 2023, reported annual revenue grew from $2.6M to $32.3M (+1147%), with total assets most recently reported at $119.4M.

Interactive year-over-year charts and full filing details available with membership.

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