2023-11-15T14:33:29-06:00 2022-12-31 561534005 EDWARDS FALLS RENEGAR PLLC 4540 COUNTRY CLUB RD WINSTON SALEM NC 27104 990 2022-01-01 825217687 Montage Living MONT 7045198828 2410 Dunavant Street Charlotte NC 28203 Ryan Lambert President 7045198828 2023-11-15 1 Ryan Lambert 999009999 0 Terry N Renegar P00353484 3367658327 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Ryan Lambert 227 Southside Drive Suite B Charlotte NC 28217 26292886 0 X www.montageseniorliving.com X 2018 SC 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. 5 5 819 5 0 0 277932 224231 23637351 25688872 25562 -171282 0 0 23940845 25741821 0 0 0 0 12353839 13327336 0 0 0 20724135 28185093 33077974 41512429 -9137129 -15770608 133680991 124371266 158018739 164479622 -24337748 -40108356 X 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. 0 0 25575852 17133122 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. 1868617 1264493 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. 10443736 7067274 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. 68873 46607 The respite care program provides short-term care designed to provide relief to the caregiver. Six of the Montage Senior Living locations provide this service with the costs based on availability. Participants in the respite care program receive assistance with all activities of daily living, planned activities and nutritious dietician approved meals, as well as rehabilitation services as needed. Other Income, including application and laundry fees. 68873 46607 37957078 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 150 0 819 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X Angela Matousek 7045198828 2410 Dunavant Charlotte NC 28203 X R Andrew Cox Board Member 1.00 X 0 0 0 David Little Board Member 5.00 X 0 0 0 Ryan Lambert President 25.00 X 0 0 0 Andrew Giraldo Treasurer 2.00 X 0 0 0 Nathanael Andrico Secretary 1.00 X 0 0 0 0 0 0 0 0 0 0 Legacy Healthcare 110 Horizon Drive Ste 310 Raleigh NC 27615 Therapy Services 603814 Andrew's Mowing & Landscaping 1370 E Old Phillips Pinnacle NC 27043 Landscaping 421794 J A McNeill & Sons 2560 Landmark Drive Winston Salem NC 27103 Pharmacy Services 240269 CR Senior Living Management LLC 2410 Dunavant Street Charlotte NC 28203 Management Services 189040 Anthony M Sarro 602 36th Avenue South North Myrtle Beach SC 29582 Painting services 160650 5 224231 224231 Assisted Living 623000 17310498 17310498 Independent Living 623000 7067274 7067274 Memory Care 623000 1264493 1264493 Respite Care 623990 46607 46607 25688872 6094 6094 373689 551065 -177376 -177376 -177376 25741821 25511496 0 6094 11521785 10959568 562217 858534 816641 41893 947017 934209 12808 778425 778425 249674 224707 24967 209039 203269 5770 584862 491886 92976 158679 146110 12569 3890029 3518622 371407 17084 15376 1708 4482 4034 448 20588 19583 1005 10671731 9604558 1067173 4749614 4274653 474961 847446 762701 84745 Resident care costs & s 2596369 2596369 0 Food service costs & su 2074619 2074619 0 Bad Debt 833104 833104 0 Miscellaneous Costs 217879 195600 22279 281469 281469 41512429 37957078 3555351 0 5014634 1056614 2467498 1015304 25544 28976 241231 272282 121249260 8260511 66867649 112988749 10388967 8863209 48675468 146132 133680991 124371266 6585542 11119204 253579 195415 148139811 145205425 3030072 7938493 9735 21085 158018739 164479622 X 0 0 0 0 -24337748 -40108356 -24337748 -40108356 133680991 124371266 -15770608 0 X 0 0 0 X 2773827 277931 224231 3275989 2584530 15175719 22582394 23637351 25688871 89668865 2584530 15175719 25356221 23915282 25913102 92944854 0 0 0 92944854 6166 17897 4818 117 72545 101543 6166 17897 4818 117 72545 101543 2590696 15193616 25361039 23915399 25985647 93046397 0.99890 0.00110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13560059 13560059 100283192 5978270 94304922 7406009 2282241 5123768 112988749 Refundable deposits 21085 21085 A South Carolina Job-Economic Dev A 570960018 837031XS7 2018-12-19 6665000 Refund bonds & project costs 0 0 0 B South Carolina Job-Economic Development A 570960018 837031XP3 2018-11-27 6370000 Purchase of facility & equipment 0 0 0 C Public Finance Authority 273866124 74443UBT9 2019-09-30 19750000 Refund bonds & project costs 0 0 0 D Public Finance Authority 273866124 74443UBS1 2019-06-28 29910000 Purchase of facility & equipment & project costs 0 0 0 A 30000 6667561 118078 5500 8298 6535685 2019 0 1 1 1 B 6395168 419866 109248 69201 5796853 2019 0 0 1 1 C 19846192 1760946 361018 232888 16229652 1261688 2022 1 1 1 1 D 29917613 554950 990406 28372257 2019 0 0 1 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 C 0 0 1 1 0 0 0 1 D 0 0 1 1 0 0 1 0.00450 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 Sch K, Part II Proceeds A Line 3: Total proceeds of issue include interest from unspent bond holdings. A Line 11: Other spent proceeds consists entirely of proceeds used to pay principal and interest to redeem a prior bond issue. B Line 3: Total proceeds of issue include interest from unspent bond holdings. C Line 3: Total proceeds of issue include interest from unspent bond holdings. C Line 11: Other spent proceeds consists entirely of proceeds used to pay principal and interest to redeem a prior bond issue. D Line 3: Total proceeds of issue include interest from unspent bond holdings. Sch K, Part II Proceeds A Line 3: Total proceeds of issue include interest from unspent bond holdings. A Line 11: Other spent proceeds consists of proceeds used to pay start-up costs and reimbursed equity deposited to working capital B Line 3: Total proceeds of issue include interest from unspent bond holdings. B Line 11: Other spent proceeds consists entirely of proceeds used to pay principal and interest to redeem a prior bond issue. C Line 3: Total proceeds of issue include interest from unspent bond holdings. C Line 11: Other spent proceeds consists of proceeds used to pay interest A South Carolina Job-Economic Development A 570960018 837031ZP1 2020-04-24 32865000 Purchase land & project costs 0 0 0 B Public Finance Authority 573866124 74443UCH4 2020-02-12 20762280 Refund bonds, capital expenditures & working capital 0 0 0 C Public Finance Authority 273866124 74443UCJ0 2020-10-14 17415000 Purchase of land, facility & equipment 0 0 0 A 32866788 2243949 624435 985950 28150751 861703 2022 0 0 1 1 B 20763772 273600 1157648 593041 18739483 2020 1 1 1 1 C 17415003 331147 217132 16811378 55346 2021 0 0 1 1 A 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 1 C 0 0 1 1 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 Form 990, Part VI, Section B, line 11b The tax return filing is reviewed by the full Board prior to filing. Form 990, Part VI, Section B, line 12c The Board and Officers directed the management company to monitor the conflict of interest policy with all employees and vendors by using the Employee Handbook and selection of vendors. Form 990, Part VI, Section C, line 18 All governing documents, including conflict of interest policy, request for exempt status and financial statements are made available to the public upon request. Form 990, Part VI, Section C, line 19 All governing documents, including conflict of interest policy, request for exempt status and financial statements are made available to the public upon request. ML Austin Village LLC 2410 Dunavant Street Charlotte NC 28203 832723714 To provide housing addressing the physical,and social needs of the elderly. NC Montage Living ML Brookside Glen Holding LLC 2410 Dunavant Street Charlotte NC 28203 831038440 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Greenville Glen Holding LLC 2410 Dunavant Street Charlotte NC 28203 831020969 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML The Renaissance Holding LLC 2410 Dunavant Street Charlotte NC 28203 831016289 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Woodbridge Clinton Holding LLC 2410 Dunavant Street Charlotte NC 28203 831054136 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Woodland Place Holding LLC 2410 Dunavant Street Charlotte NC 28203 830987148 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Bermuda Village Holding LLC 2410 Dunavant Street Charlotte NC 28203 831328497 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Brookside Glen LLC 2410 Dunavant Street Charlotte NC 28203 830835733 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Greenville Glen LLC 2410 Dunavant Street Charlotte NC 28203 830830297 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML The Renaissance LLC 2410 Dunavant Street Charlotte NC 28203 830856927 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Woodbridge Clinton LLC 2410 Dunavant Street Charlotte NC 28203 830876851 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Woodland Place LLC 2410 Dunavant Street Charlotte NC 28203 830806591 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Bermuda Village LLC 2410 Dunavant Street Charlotte NC 28203 831298471 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Avondale LLC 2410 Dunavant Street Charlotte NC 28203 831273353 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Avondale Holding LLC 2410 Dunavant Street Charlotte NC 28203 831285692 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living ML Dahlonega LLC 2410 Dunavant Street Charlotte NC 28203 852650287 To provide housing addressing the physical,and social needs of the elderly. SC Montage Living