Montage Living (EIN 825217687) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Ryan Lambert

Phone

7045198828

Tax Period

2023-01-01 to 2023-12-31

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.

Mission

Montage Living is a South Carolina nonprofit corporation organized and operated for the exclusive charitable purpose of relieving the distressed through the provision of housing designed specifically to accommodate and address the particular physical, social and civic needs of the elderly while promoting the continued dignity and independence of its residents.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $31,990,219

Investment Income $303,951

Other Revenue $0

TOTAL REVENUE $32,294,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,710,690

Fundraising Expenses $0

Program Expenses $40,974,180

Other Expenses $30,463,042

TOTAL EXPENSES $45,173,732

Year-over-Year Comparison

	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%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

892

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

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

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

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

Montage Living