Charlotte, NC
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)Montage Living, founded in 2018, is a mid-sized nonprofit in the Housing & Shelter sector that reported $32.3M in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $45.2M exceeded revenue, resulting in a 40% operating deficit.
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.
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 as...
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 as rehabilitation services as needed. The organization offers recreational activities, including book clubs, garden clubs, fitness opportunities and off-site outing. Transportation is included to worship services, cultural events and shopping. Programs are provided to assist residents with health management, housekeeping, personal care and other general lifestyle needs. Rental rates are set at or below market rate for the area as determined by a third party analysts with other services provided at the lowest feasible cost.
Memory care facility residents receive additional medical services to meet these residents' unique medical needs. Those living with Alzheimer's or other related diseases of dementia are given a safe...
Memory care facility residents receive additional medical services to meet these residents' unique medical needs. Those living with Alzheimer's or other related diseases of dementia are given a safe and welcoming environment. Assistance is offered for activities of daily living, dietician approved meals, in-house rehabilitation, limited medical care, transportation for off-site medical examinations and follow-up treatment. Rental rates are set at or below market rate for the area as determined by a third party analysts with other services provided at the lowest feasible cost.
The independent living community program has a 24-hour staff and features various size accommodations with private living quarters. Independent living residents enjoy the amenities of the facilities...
The independent living community program has a 24-hour staff and features various size accommodations with private living quarters. Independent living residents enjoy the amenities of the facilities. Daily events and activities designed to engage residents and promote continued independence and activity is provided by the organization's staff. The organization also offers transportation for activities, medical care and worship services. Housing is available at rates that are within the financial reach of a significant segment of the elderly population with rates that are set at or below the market rate for the area.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $32,294,170 | $25,741,821 | +0.3% |
| Expenses | $45,173,732 | $41,512,429 | +0.1% |
| Net Income | $-12,879,562 | $-15,770,608 | -0.2% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| R Andrew Cox | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| David Little | Board Member | 5.00 |
Director
|
$0 | $0 | $0 |
| Ryan Lambert | President | 25.00 |
Officer
|
$0 | $0 | $0 |
| Andrew Giraldo | Treasurer | 2.00 |
Officer
|
$0 | $0 | $0 |
| Nathanael Andrico | Secretary | 1.00 |
Officer
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2023 | $32,294,170 | $45,173,732 | $119,419,910 | $-12,879,562 |
| 2022 | $25,741,821 | $41,512,429 | $124,371,266 | $-15,770,608 |
| 2021 | $23,940,845 | $33,077,974 | $133,680,991 | $-9,137,129 |
| 2020 | $25,335,889 | $30,917,167 | $139,387,973 | $-5,581,278 |
| 2019 | $15,149,587 | $22,619,999 | $88,508,334 | $-7,470,412 |
| 2018 | $2,590,697 | $4,739,626 | $30,280,329 | $-2,148,929 |
Compare Montage Living with other nonprofits in North Carolina and across the country.