Nonprofit · EIN 81-2889645
MONTAGE HEALTH FOUNDATION
Tax-exempt · MONTEREY, CA 93942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $34,245,045 | $19,713,707 | $14,531,338 | $225,784,836 | $1,715,002 | $224,069,834 |
| December 31, 2023 | 990 | $28,216,248 | $83,922,017 | -$55,705,769 | $198,924,725 | $3,482,314 | $195,442,411 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,298,923
- of which government grants
- $290,000
- Program service revenue
- $0
- Investment income
- $12,598,738
- Net gain from sales of assets
- $6,442,500
- Net income from sales of inventory
- $317,547
- Other revenue
- $347,384
Expenses
- Grants and similar amounts paid
- $13,057,354
- Other salaries and wages
- $2,569,447
- Salaries, compensation and benefits (total)
- $3,775,307
- Professional fundraising fees
- $0
- Legal fees
- $147
- Accounting fees
- $31,500
- Occupancy
- $239,782
- Depreciation
- $29,351
- Program services (functional)
- $15,356,539
- Management and general (functional)
- $1,580,273
- Fundraising (functional)
- $2,776,895
Balance sheet and other
- Total assets, start of year
- $198,924,725
- Total assets, end of year
- $225,784,836
- Total liabilities, end of year
- $1,715,002
- Net assets, end of year
- $224,069,834
- Land, buildings and equipment
- $4,955,770
- Publicly traded securities
- $141,629,932
- Net assets without donor restrictions
- $46,430,063
- Net assets with donor restrictions
- $177,639,771
- Gross receipts
- $36,020,382
- Employees
- 17
- Volunteers
- 49
- Year formed
- 2016
- 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 | EX OFFICIO - PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $1,932,079 | $633,933 |
| MATTHEW MORGAN | EX OFFICIO - VP/CFO Trustee or director, Officer | 1 | $0 | $813,108 | $163,123 |
| CRAIG STAUFFER MD | DIRECTOR Trustee or director | 1 | $0 | $654,206 | $53,334 |
| KEVIN CAUSEY | VP/CHIEF DEVELOPMENT OFFICER Key employee | 45 | $0 | $537,520 | $85,852 |
| MICHELLE YOUNG | FOUNDATION DIRECTOR Highest-paid employee | 40 | $0 | $283,052 | $100,091 |
| DEANNA ROSSI | SR. PHILANTHROPY MANAGER Highest-paid employee | 40 | $0 | $177,011 | $47,546 |
| JOHN HOUSEMAN | PHILANTHROPY OFFICER Highest-paid employee | 40 | $0 | $151,581 | $53,247 |
| DEMETRA JAMSON | PHILANTHROPY OFFICER Highest-paid employee | 40 | $0 | $153,780 | $44,304 |
| CARRIE CREASEY | COMMUNITY ENGAGEMENT OFFICER Highest-paid employee | 40 | $0 | $160,307 | $24,125 |
| ZACHARY KOONTZ MD | DIRECTOR Trustee or director | 1 | $0 | $16,456 | $0 |
| RYAN EDWARDS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN MAHONEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIMBERELY NEGRI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL BASZUCKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT CLEGG | EX-OFFICIO - PRESIDENT OF THE AUXI Trustee or director | 1 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM DOOLITTLE | DIRECTOR Trustee or director | 1 | $0 |
| NICHOLAS FANTL | DIRECTOR (THRU 12/24) Trustee or director | 1 | $0 |
| CRAIG GEILER MD | DIRECTOR (THRU 12/24) Trustee or director | 1 | $0 |
| REBECCA HEISER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL HOFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| KIRAN KAMATH | DIRECTOR Trustee or director | 1 | $0 |
| CLAYTON LARSON | DIRECTOR Trustee or director | 1 | $0 |
| SHARON MERESMAN | DIRECTOR (THRU 12/24) Trustee or director | 1 | $0 |
| NANCY PEROCCHI | DIRECTOR Trustee or director | 1 | $0 |
| JOAN O'REILLY | DIRECTOR Trustee or director | 1 | $0 |
| STEFANIE SKINNER | DIRECTOR Trustee or director | 1 | $0 |
| JOANNE STORKAN | DIRECTOR Trustee or director | 1 | $0 |
| CLARK STRUVE | DIRECTOR (THRU 12/24) Trustee or director | 1 | $0 |
| KATHRYN SWANSON MD | DIRECTOR Trustee or director | 1 | $0 |
| BILL WARNER - EX-OFFICIO - | CHAIR OF MONTAGE HEALTH (THRU 12/24) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 39 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN PACKER MD | EX OFFICIO - PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $2,188,518 | $550,160 |
| MATTHEW MORGAN | EX OFFICIO - VP/CFO Trustee or director, Officer | 1 | $0 | $758,608 | $151,303 |
| KEVIN CAUSEY | VP/CHIEF DEVELOPMENT OFFICER Key employee | 45 | $0 | $516,568 | $85,607 |
| CRAIG STAUFFER MD | DIRECTOR Trustee or director | 1 | $0 | $548,351 | $52,734 |
| MICHELLE YOUNG | FOUNDATION DIRECTOR Highest-paid employee | 40 | $0 | $262,305 | $95,529 |
| DEANNA ROSSI | SR. PHILANTHROPY MANAGER Highest-paid employee | 40 | $0 | $165,400 | $46,283 |
| JENNIFER WOOD | PHILANTHROPY OFFICER Highest-paid employee | 40 | $0 | $173,625 | $33,548 |
| DEMETRA JAMSON | PHILANTHROPY OFFICER Highest-paid employee | 40 | $0 | $145,090 | $42,286 |
| KELLY LEPAI | VOLUNTEER AND RETAIL SVC MANAGER Highest-paid employee | 40 | $0 | $112,132 | $66,168 |
| ZACHARY KOONTZ MD | DIRECTOR Trustee or director | 1 | $0 | $28,575 | $0 |
| KATHERYN SWANSON MD | DIRECTOR Trustee or director | 1 | $0 | $4,313 | $0 |
| RYAN EDWARDS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN MAHONEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIMBERLEY NEGRI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THEODORE BALESTRERI II | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL BASZUCKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID BENJAMIN III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RANDALL CHARLES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT CLEGG | EX-OFFICIO - PRESIDENT OF THE AUXILIARY Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM DOOLITTLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NICHOLAS FANTL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG GEILER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA HEISER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL HIGHTOWER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL HOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIRAN KAMATH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT KAVNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLAYTON LARSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHARON MERESMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA MURILLO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOAN O'REILLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY PEROCCHI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEFANIE SKINNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOANNE STORKAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CLARK STRUVE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM TYLER III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BILL WARNER | EX-OFFICIO - CHAIR OF MONTAGE HEALTH BOARD Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK WELTON MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX HH, MONTEREY, CA 93942-6032
- In care of
- % MONTAGE HEALTH
- Mailing address (990-N for 2016)
- 23625 HOLMAN HWY, Monterey CA 94930
- Principal officer (990 for 2024)
- MIKE MCDERMOTT, PO BOX HH, MONTEREY, CA 93942
- Principal officer (990-N for 2016)
- Matthew Morgan, 23625 HOLMAN HWY, Monterey CA 94930
- Signed the 990
- LAURA MCMAHON, INTERIM CFO
- Phone
- (831) 624-5311
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-2889645 or by the name MONTAGE HEALTH FOUNDATION.
- 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
THE FOUNDATION'S MISSION IS TO ADVANCE THE VISION AND STRATEGIC PRIORITIES OF MONTAGE HEALTH BY INSPIRING GIVING THAT ENHANCES AND IMPROVES THE HEALTH OF THE ENTIRE COMMUNITY. MAJOR ACTIVITIES INCLUDE FUNDRAISING AND DEVELOPMENT, VOLUNTEER SERVICES, RETAIL SERVICES, AND THE ART AND MUSIC PROGRAM.
Program accomplishments
- THE FOUNDATION PROVIDED $4,274,591 IN GRANTS FOR OHANA, COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA'S ("CHOMP") CHILD BEHAVIORAL HEALTH PROGRAM, TO SUPPORT OPERATIONS AND SCHOOL THERAPY PROGRAMS.Expenses $4,274,591 · grants $4,274,591
- THE FOUNDATION PROVIDED $2,013,000 IN GRANTS TO MONTAGE MEDICAL GROUP IN SUPPORT OF PHYSICIAN RECRUITMENT, ENGAGEMENT, AND TRAINING.Expenses $2,013,000 · grants $2,013,000
- THE FOUNDATION PROVIDED $1,487,480 TO COMMUNITY HOSPITAL OF MONTEREY PENINSULA IN SUPPORT OF THE INPATIENT REHAB UNIT MODERNIZATION PROJECT.Expenses $1,487,480 · grants $1,487,480
- THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS OTHER PROGRAMS WITHIN THE MONTAGE HEALTH FAMILY. EXAMPLES INCLUDE PROGRAMS FOR OUTPATIENT IMMUNOLOGY SERVICE, CANCER PREVENTION AND SUPPORT GROUPS, PHYSICIAN RETENTION AND ENGAGEMENT, PEDIATRIC WELLNESS, DIABETES PREVENTION, SUBSTANCE ABUSE PREVENTION, HEART SAFETY, AND INNOVATIVE SYSTEMS SUCH AS EPIC-DAX COPILOT.Expenses $7,581,468 · grants $5,282,283
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
- 81-2889645
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $225,784,836
- Income (IRS master file)
- $36,020,382
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $34,245,045 | $19,713,707 | $225,784,836 | XML |
| 990 | December 2023 | $28,216,248 | $83,922,017 | $198,924,725 | XML |
| 990 | December 2022 | $30,198,946 | $17,349,878 | $229,206,951 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2016 Officer: Matthew Morgan | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-2889645).
Questions about MONTAGE HEALTH FOUNDATION
- What is the EIN of MONTAGE HEALTH FOUNDATION?
- The employer identification number (EIN) of MONTAGE HEALTH FOUNDATION is 81-2889645.
- Is MONTAGE HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to MONTAGE HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTAGE HEALTH FOUNDATION 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 HEALTH FOUNDATION 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 HEALTH FOUNDATION 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 HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names MIKE MCDERMOTT.
- Who are the officers and directors of MONTAGE HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 30 people; 0 received compensation from the organization.
- How much revenue does MONTAGE HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $34,245,045, expenses of $19,713,707 and total assets of $225,784,836 at year end.
Other nonprofits in MONTEREY
- COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA EIN 94-0760193 · last filed 990 for 2024
- ASPIRE HEALTH PLAN EIN 46-1567681 · last filed 990 for 2024
- MONTAGE HEALTH EIN 94-2789696 · last filed 990 for 2024
- MONTAGE MEDICAL GROUP EIN 26-4826604 · last filed 990 for 2024
- CENTRAL COAST VNA & HOSPICE INC EIN 94-1205572 · last filed 990 for 2024
- MOGO URGENT CARE EIN 83-2329260 · last filed 990 for 2024
- JERRY RUBIN FOUNDATION FOR CANCER CARE EIN 86-3477976 · last filed 990 for 2025
- COMPASSION PREGNANCY CENTER AND CLINIC OF MONTEREY BAY EIN 94-2888807 · last filed 990 for 2024