Nonprofit · EIN 26-4826604
MONTAGE MEDICAL GROUP
Tax-exempt · MONTEREY, CA 93940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $51,506,430 | $84,007,371 | -$32,500,941 | $6,388,262 | $150,354,590 | -$143,966,328 |
| December 31, 2023 | 990 | $40,609,226 | $77,069,869 | -$36,460,643 | $5,406,018 | $116,871,405 | -$111,465,387 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,013,000
- Program service revenue
- $49,493,430
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,049,880
- Other salaries and wages
- $55,442,079
- Salaries, compensation and benefits (total)
- $67,712,274
- Professional fundraising fees
- $0
- Occupancy
- $4,125,395
- Depreciation
- $474,929
- Program services (functional)
- $79,806,922
- Management and general (functional)
- $4,200,449
Balance sheet and other
- Total assets, start of year
- $5,406,018
- Total assets, end of year
- $6,388,262
- Total liabilities, end of year
- $150,354,590
- Net assets, end of year
- -$143,966,328
- Land, buildings and equipment
- $1,500,244
- Net assets without donor restrictions
- -$143,966,328
- Gross receipts
- $51,506,430
- Employees
- 396
- Volunteers
- 5
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT & CEO Trustee or director, Officer | 10 | $0 | $1,932,079 | $633,933 |
| STEVEN LOME DO | PHYSICIAN Highest-paid employee | 48 | $985,967 | $85,019 | $53,334 |
| MARK VIERRA MD | PHYSICIAN Highest-paid employee | 48 | $1,057,642 | $1,750 | $41,856 |
| GREGORY SPOWART MD | PHYSICIAN Highest-paid employee | 48 | $909,425 | $155,994 | $28,056 |
| STEVEN CHANG MD | PHYSICIAN Highest-paid employee | 48 | $972,824 | $19,425 | $53,334 |
| MATTHEW MORGAN | VP, CFO Officer | 2 | $0 | $813,108 | $163,123 |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO Officer | 45 | $0 | $792,196 | $128,182 |
| AARUSH MANCHANDA MD | PHYSICIAN Highest-paid employee | 50 | $851,578 | $0 | $13,800 |
| THOMAS CUNNINGHAM MD | DIRECTOR Trustee or director | 48 | $542,252 | $7,656 | $26,553 |
| GRACE CASSERLY MD | DIRECTOR Trustee or director | 48 | $445,870 | $350 | $35,205 |
| RANDALL CHARLES | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JACK JEWETT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STAN MCKEE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WAYNE MOON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NATALIE NIELSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT & CEO Trustee or director, Officer | 10 | $0 | $2,188,518 | $550,160 |
| STEVEN LOME DO | PHYSICIAN Highest-paid employee | 50 | $1,120,194 | $0 | $52,734 |
| MARK VIERRA MD | PHYSICIAN Highest-paid employee | 50 | $1,036,199 | $0 | $41,256 |
| STEVEN CHANG MD | PHYSICIAN Highest-paid employee | 50 | $934,418 | $0 | $25,953 |
| GREGORY SPOWART MD | PHYSICIAN Highest-paid employee | 50 | $927,150 | $0 | $28,056 |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO Officer | 45 | $0 | $788,868 | $130,716 |
| MATTHEW MORGAN | VP, CFO Officer | 2 | $0 | $758,608 | $151,303 |
| LARRY BERTE MD | PHYSICIAN Highest-paid employee | 50 | $867,126 | $0 | $25,953 |
| LAURA ZEHM | FORMER DIRECTOR Former | 0 | $0 | $614,317 | $0 |
| GRACE CASSERLY MD | DIRECTOR Trustee or director | 50 | $438,342 | $0 | $32,516 |
| THOMAS CUNNINGHAM MD | DIRECTOR Trustee or director | 50 | $362,044 | $0 | $25,953 |
| RANDALL CHARLES | CHAIR Trustee or director, Officer | 9 | $0 | $0 | $0 |
| JACK JEWETT | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STAN MCKEE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WAYNE MOON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| NATALIE NIELSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 WILSON RD STE 100, MONTEREY, CA 93940-7885
- Principal officer (990 for 2024)
- MIKE MCDERMOTT, PO BOX HH, MONTEREY, CA 93942
- Signed the 990
- LAURA MCMAHON, INTERIM CFO
- Phone
- (831) 718-9720
- Website
- WWW.MONTAGEMEDICALGROUP.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 26-4826604 or by the name MONTAGE MEDICAL GROUP.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HEALTH CARE FOR THE GENERAL PUBLIC, CARRY ON ANY EDUCATIONAL ACTIVITIES RELATED TO RENDERING CARE TO THE SICK OR INJURED, AND TO PARTICIPATE IN SCIENTIFIC HEALTHCARE-RELATED RESEARCH TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY.
Program accomplishments
- DIRECT CLINICAL SERVICES.Expenses $79,806,922 · revenue $49,493,430
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-4826604
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $6,388,262
- Income (IRS master file)
- $51,506,430
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $51,506,430 | $84,007,371 | $6,388,262 | XML |
| 990 | December 2023 | $40,609,226 | $77,069,869 | $5,406,018 | XML |
| 990 | December 2022 | $35,998,443 | $61,175,742 | $4,884,874 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4826604).
Questions about MONTAGE MEDICAL GROUP
- What is the EIN of MONTAGE MEDICAL GROUP?
- The employer identification number (EIN) of MONTAGE MEDICAL GROUP is 26-4826604.
- Is MONTAGE MEDICAL GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to MONTAGE MEDICAL GROUP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTAGE MEDICAL GROUP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTAGE MEDICAL GROUP due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTAGE MEDICAL GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONTAGE MEDICAL GROUP?
- The 990 for the year ended December 31, 2024 names MIKE MCDERMOTT.
- Who are the officers and directors of MONTAGE MEDICAL GROUP?
- The 990 for the year ended December 31, 2024 lists 15 people; 7 received compensation from the organization.
- How much revenue does MONTAGE MEDICAL GROUP have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $51,506,430, expenses of $84,007,371 and total assets of $6,388,262 at year end.
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