Nonprofit · EIN 94-2789696
MONTAGE HEALTH
Tax-exempt · MONTEREY, CA 93942
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $122,060,748 | $50,182,936 | $71,877,812 | $1,748,211,474 | $33,757,497 | $1,714,453,977 |
| December 31, 2023 | 990 | $159,112,054 | $60,407,417 | $98,704,637 | $1,584,360,612 | $29,185,911 | $1,555,174,701 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $45,420,141
- Program service revenue
- $10,473,987
- Investment income
- $65,797,985
- Net rental income
- $23,318
- Net gain from sales of assets
- $33,455,250
- Other revenue
- $368,635
Expenses
- Grants and similar amounts paid
- $13,390,450
- Other salaries and wages
- $6,759,875
- Salaries, compensation and benefits (total)
- $9,246,111
- Professional fundraising fees
- $0
- Legal fees
- $143,612
- Accounting fees
- $84,000
- Occupancy
- $3,085,535
- Depreciation
- $9,158,699
- Program services (functional)
- $29,801,836
- Management and general (functional)
- $20,381,100
Balance sheet and other
- Total assets, start of year
- $1,584,360,612
- Total assets, end of year
- $1,748,211,474
- Total liabilities, end of year
- $33,757,497
- Net assets, end of year
- $1,714,453,977
- Land, buildings and equipment
- $179,266,522
- Publicly traded securities
- $237,824,037
- Net assets without donor restrictions
- $1,512,398,665
- Net assets with donor restrictions
- $202,055,312
- Gross unrelated business income
- $108,956
- Gross receipts
- $163,610,083
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1981
- 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/CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 10 | $0 | $1,932,079 | $633,933 |
| SUSAN SWICK | VP, CHIEF MENTAL HEALTH OFFICER Officer | 5 | $0 | $877,219 | $141,895 |
| MATTHEW MORGAN | VP, CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $813,108 | $163,123 |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO Officer | 0 | $0 | $792,196 | $128,182 |
| STEVEN CABRALES MD | VP, CHIEF MEDICAL OFFICER Officer | 5 | $0 | $791,661 | $121,628 |
| DEBORAH SOBER | VP, CHIEF NURSING OFFICER Officer | 5 | $0 | $611,897 | $119,713 |
| CYNTHIA PECK | FORMER VP/POST ACUTE SERVICES Former | 0 | $0 | $659,433 | $0 |
| GREGORY SMORZEWSKI | VP, CHIEF HUMAN RESOURCES OFFICER Officer | 10 | $0 | $546,339 | $107,637 |
| DANIEL CHIBAYA | VP, CHIEF OPERATING OFFICER Officer | 5 | $0 | $556,758 | $94,579 |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER Officer | 10 | $0 | $537,520 | $85,852 |
| PAUL CONOCENTI - VP CHIEF | INFORMATION OFFICER (THRU 5/24) Officer | 10 | $0 | $399,789 | $25,340 |
| MARTHA BLUM MD | TRUSTEE (THRU 12/24) Trustee or director | 1 | $0 | $366,610 | $52,076 |
| CASEY GROVER MD | TRUSTEE (THRU 12/24) Trustee or director | 1 | $0 | $27,955 | $0 |
| BILL WARNER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PATRICK BURKE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL CHARLES | SECRETARY Trustee or director, Officer | 3 | $0 |
| LUIS ALVAREZ | TRUSTEE Trustee or director | 1 | $0 |
| JIM CUMMINGS | TRUSTEE Trustee or director | 1 | $0 |
| RYAN EDWARDS | TRUSTEE Trustee or director | 1 | $0 |
| MIMI HAHN | TRUSTEE Trustee or director | 1 | $0 |
| KIRAN KAMATH | TRUSTEE Trustee or director | 1 | $0 |
| LESLIE MAGID HIGGINS | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN MAHONEY | TRUSTEE Trustee or director | 1 | $0 |
| STAN MCKEE | TRUSTEE Trustee or director | 1 | $0 |
| JOHN O'BRIEN | TRUSTEE Trustee or director | 1 | $0 |
| CARRIE PENTTA | TRUSTEE Trustee or director | 1 | $0 |
| MARGI WIEST | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 10 | $0 | $2,188,518 | $549,960 |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO Officer | 10 | $0 | $788,868 | $130,716 |
| MATTHEW MORGAN | VP, CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $758,608 | $151,303 |
| SUSAN SWICK | VP, CHIEF MENTAL HEALTH OFFICER Officer | 5 | $0 | $765,783 | $135,047 |
| STEVEN CABRALES MD | VP, CHIEF MEDICAL OFFICER Officer | 5 | $0 | $731,096 | $116,528 |
| PAUL CONOCENTI | VP, CHIEF INFORMATION OFFICER Officer | 10 | $0 | $608,257 | $86,710 |
| DEBORAH SOBER | VP, CHIEF NURSING OFFICER Officer | 5 | $0 | $586,260 | $101,333 |
| LAURA ZEHM | FORMER SR VP, CAO Former | 0 | $0 | $614,317 | $0 |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER Officer | 10 | $0 | $516,568 | $85,607 |
| DANIEL CHIBAYA | VP, CHIEF OPERATING OFFICER Officer | 5 | $0 | $482,326 | $93,261 |
| GREGORY SMORZEWSKI | VP, CHIEF HUMAN RESOURCES OFFICER Officer | 10 | $0 | $470,243 | $102,574 |
| MARTHA BLUM MD | TRUSTEE Trustee or director | 1 | $0 | $395,084 | $13,200 |
| CASEY GROVER MD | TRUSTEE Trustee or director | 1 | $0 | $11,869 | $0 |
| BILL WARNER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PATRICK BURKE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDY CHARLES | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| LUIS ALVAREZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYAN EDWARDS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIMI HAHN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GENE HILL | TRUSTEE (THRU 12/23) Trustee or director | 1 | $0 | $0 | $0 |
| KIRAN KAMATH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STAN MCKEE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN O'BRIEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE PENTTA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM YOUNG | TRUSTEE (THRU 12/23) Trustee or director | 1 | $0 | $0 | $0 |
| MARGI WIEST | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX HH, MONTEREY, CA 93942-6032
- Principal officer (990 for 2024)
- MIKE MCDERMOTT, PO BOX HH, MONTEREY, CA 93942
- Signed the 990
- LAURA MCMAHON, INTERIM CFO
- Phone
- (831) 624-5311
- Website
- WWW.MONTAGEHEALTH.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2789696 or by the name MONTAGE HEALTH.
- 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
SEE SCHEDULE O.
Program accomplishments
- PROPERTY MANAGEMENT OF OWNED AND LEASED PROPERTIES WITHIN THE MONTAGE HEALTH SYSTEM AND WITH EXTERNAL TENANTS.Expenses $27,797,710 · grants $13,011,452 · revenue $10,473,987
- PHYSICIAN RECRUITMENT WHICH OFFERS LOAN FORGIVENESS FOR NEWLY-RECRUITED PHYSICIANS WHO FULFILL THE TERMS OF THEIR RECRUITMENT AGREEMENTS.Expenses $600,905
- MAURINE CHURCH COBURN SCHOOL OF NURSING OFFERS AN ASSOCIATE'S DEGREE IN NURSING, LEADING TO RN CERTIFICATION.Expenses $1,403,221 · grants $378,998
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
- 94-2789696
- 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
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $1,748,211,474
- Income (IRS master file)
- $163,610,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $122,060,748 | $50,182,936 | $1,748,211,474 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $159,112,054 | $60,407,417 | $1,584,360,612 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $340,757,665 | $34,309,667 | $1,374,704,648 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | 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 94-2789696).
Questions about MONTAGE HEALTH
- What is the EIN of MONTAGE HEALTH?
- The employer identification number (EIN) of MONTAGE HEALTH is 94-2789696.
- Is MONTAGE HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to MONTAGE HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTAGE HEALTH 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 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 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?
- The 990 for the year ended December 31, 2024 names MIKE MCDERMOTT.
- Who are the officers and directors of MONTAGE HEALTH?
- The 990 for the year ended December 31, 2024 lists 27 people; 0 received compensation from the organization.
- How much revenue does MONTAGE HEALTH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $122,060,748, expenses of $50,182,936 and total assets of $1,748,211,474 at year end.
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- MONTAGE MEDICAL GROUP EIN 26-4826604 · last filed 990 for 2024
- MONTAGE HEALTH FOUNDATION EIN 81-2889645 · 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