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Nonprofiteer
← MONTAGE MEDICAL GROUP

Form 990 for tax year 2024

Filed by MONTAGE MEDICAL GROUP.

Totals

Total revenue
$51,506,430
Total expenses
$84,007,371
Contributions and grants received
$2,013,000
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$79,806,922
Management and general expenses
$4,200,449
Fundraising expenses
$0
Program service expenses (Part III)
$79,806,922

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN PACKER MD

    PRESIDENT & CEO

    Total calculated
    $2,566,012
    From this org
    $0
    From related orgs
    $1,932,079
    Other
    $633,933
    Hours/week
    10 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,082,219 related
    Bonus
    $0 + $377,440 related
    Other
    $0 + $472,420 related
    Deferred
    $0 + $602,212 related
    Nontaxable benefits
    $0 + $31,721 related
    Filer's total
    $0 + $2,566,012 related

  • MARK VIERRA MD

    PHYSICIAN

    Total calculated
    $1,101,248
    From this org
    $1,057,642
    From related orgs
    $1,750
    Other
    $41,856
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $868,330 + $1,750 related
    Bonus
    $189,312
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $28,056
    Filer's total
    $1,099,498 + $1,750 related

  • STEVEN LOME DO

    PHYSICIAN

    Total calculated
    $1,124,320
    From this org
    $985,967
    From related orgs
    $85,019
    Other
    $53,334
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $467,766 + $85,019 related
    Bonus
    $518,201
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $39,534
    Filer's total
    $1,039,301 + $85,019 related

  • STEVEN CHANG MD

    PHYSICIAN

    Total calculated
    $1,045,583
    From this org
    $972,824
    From related orgs
    $19,425
    Other
    $53,334
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $795,761 + $19,425 related
    Bonus
    $177,063
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $39,534
    Filer's total
    $1,026,158 + $19,425 related

  • MATTHEW MORGAN

    VP, CFO

    Total calculated
    $976,231
    From this org
    $0
    From related orgs
    $813,108
    Other
    $163,123
    Hours/week
    2 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,889 related
    Bonus
    $0 + $180,398 related
    Other
    $0 + $59,821 related
    Deferred
    $0 + $108,428 related
    Nontaxable benefits
    $0 + $54,695 related
    Filer's total
    $0 + $976,231 related

  • GREGORY SPOWART MD

    PHYSICIAN

    Total calculated
    $1,093,475
    From this org
    $909,425
    From related orgs
    $155,994
    Other
    $28,056
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $765,313 + $155,994 related
    Bonus
    $144,112
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,056
    Filer's total
    $937,481 + $155,994 related

  • MARK CARVALHO MD

    VP, CEO OF MMG AND MOGO

    Total calculated
    $920,378
    From this org
    $0
    From related orgs
    $792,196
    Other
    $128,182
    Hours/week
    45 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $588,192 related
    Bonus
    $0 + $159,331 related
    Other
    $0 + $44,673 related
    Deferred
    $0 + $75,624 related
    Nontaxable benefits
    $0 + $52,558 related
    Filer's total
    $0 + $920,378 related

  • AARUSH MANCHANDA MD

    PHYSICIAN

    Total calculated
    $865,378
    From this org
    $851,578
    From related orgs
    $0
    Other
    $13,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $467,766
    Bonus
    $383,812
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $0
    Filer's total
    $865,378

  • THOMAS CUNNINGHAM MD

    DIRECTOR

    Total calculated
    $576,461
    From this org
    $542,252
    From related orgs
    $7,656
    Other
    $26,553
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $332,144 + $7,656 related
    Bonus
    $210,108
    Other
    $0
    Deferred
    $13,800
    Nontaxable benefits
    $12,753
    Filer's total
    $568,805 + $7,656 related

  • GRACE CASSERLY MD

    DIRECTOR

    Total calculated
    $481,425
    From this org
    $445,870
    From related orgs
    $350
    Other
    $35,205
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $233,696 + $350 related
    Bonus
    $212,174
    Other
    $0
    Deferred
    $12,250
    Nontaxable benefits
    $22,955
    Filer's total
    $481,075 + $350 related

  • RANDALL CHARLES

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • JACK JEWETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • STAN MCKEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • WAYNE MOON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NATALIE NIELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
A RELATED ORGANIZATION HAS A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES THAT REVIEWS AND APPROVES THE OFFICERS' COMPENSATION. A CONSULTING FIRM IS ENGAGED TO PROVIDE COMPARABLE DATA.
PART I, LINE 4B
STEVEN PACKER PARTICIPATED IN A 457(F) PLAN AND RECEIVED A DISTRIBUTION DURING 2024 IN THE AMOUNT OF $415,464.
PART I, LINE 7
PART OF THE INCENTIVE PACKAGES FOR MANAGEMENT ARE BASED ON MEETING PERFORMANCE GOALS DURING THE YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202513189349316266

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