Totals
- Total revenue
- $34,245,045
- Total expenses
- $19,713,707
- Contributions and grants received
- $21,298,923
- Grants paid
- $13,057,354
- Program service revenue
- $0
- Investment income
- $12,598,738
- Other revenue
- $347,384
- Total assets, end of year
- $225,784,836
- Total liabilities, end of year
- $1,715,002
- Net assets or fund balances, end of year
- $224,069,834
- Program services expenses (Part IX)
- $15,356,539
- Management and general expenses
- $1,580,273
- Fundraising expenses
- $2,776,895
- Program service expenses (Part III)
- $15,356,539
Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STEVEN PACKER MD
EX OFFICIO - PRESIDENT & CEO
- Total calculated
- $2,566,012
- From this org
- $0
- From related orgs
- $1,932,079
- Other
- $633,933
- Hours/week
- 1 + 57 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
-
MATTHEW MORGAN
EX OFFICIO - VP/CFO
- Total calculated
- $976,231
- From this org
- $0
- From related orgs
- $813,108
- Other
- $163,123
- Hours/week
- 1 + 55 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
-
CRAIG STAUFFER MD
DIRECTOR
- Total calculated
- $707,540
- From this org
- $0
- From related orgs
- $654,206
- Other
- $53,334
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $588,813 related
- Bonus
- $0 + $65,393 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $39,534 related
- Filer's total
- $0 + $707,540 related
-
ZACHARY KOONTZ MD
DIRECTOR
- Total calculated
- $16,456
- From this org
- $0
- From related orgs
- $16,456
- Other
- $0
- Hours/week
- 1
-
RYAN EDWARDS
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
KEVIN MAHONEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
KIMBERELY NEGRI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
PAUL BASZUCKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT CLEGG
EX-OFFICIO - PRESIDENT OF THE AUXI
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM DOOLITTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NICHOLAS FANTL
DIRECTOR (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG GEILER MD
DIRECTOR (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA HEISER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAUL HOFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KIRAN KAMATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
CLAYTON LARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHARON MERESMAN
DIRECTOR (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
NANCY PEROCCHI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOAN O'REILLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEFANIE SKINNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOANNE STORKAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CLARK STRUVE
DIRECTOR (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
KATHRYN SWANSON MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BILL WARNER - EX-OFFICIO -
CHAIR OF MONTAGE HEALTH (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
KEVIN CAUSEY
VP/CHIEF DEVELOPMENT OFFICER
- Total calculated
- $623,372
- From this org
- $0
- From related orgs
- $537,520
- Other
- $85,852
- Hours/week
- 45 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $386,039 related
- Bonus
- $0 + $108,578 related
- Other
- $0 + $42,903 related
- Deferred
- $0 + $54,131 related
- Nontaxable benefits
- $0 + $31,721 related
- Filer's total
- $0 + $623,372 related
-
MICHELLE YOUNG
FOUNDATION DIRECTOR
- Total calculated
- $383,143
- From this org
- $0
- From related orgs
- $283,052
- Other
- $100,091
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $197,158 related
- Bonus
- $0 + $39,147 related
- Other
- $0 + $46,747 related
- Deferred
- $0 + $45,396 related
- Nontaxable benefits
- $0 + $54,695 related
- Filer's total
- $0 + $383,143 related
-
DEANNA ROSSI
SR. PHILANTHROPY MANAGER
- Total calculated
- $224,557
- From this org
- $0
- From related orgs
- $177,011
- Other
- $47,546
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $172,294 related
- Bonus
- $0 + $219 related
- Other
- $0 + $4,498 related
- Deferred
- $0 + $15,825 related
- Nontaxable benefits
- $0 + $31,721 related
- Filer's total
- $0 + $224,557 related
-
JOHN HOUSEMAN
PHILANTHROPY OFFICER
- Total calculated
- $204,828
- From this org
- $0
- From related orgs
- $151,581
- Other
- $53,247
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $146,273 related
- Bonus
- $0 + $734 related
- Other
- $0 + $4,574 related
- Deferred
- $0 + $13,628 related
- Nontaxable benefits
- $0 + $39,619 related
- Filer's total
- $0 + $204,828 related
-
DEMETRA JAMSON
PHILANTHROPY OFFICER
- Total calculated
- $198,084
- From this org
- $0
- From related orgs
- $153,780
- Other
- $44,304
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $150,718 related
- Bonus
- $0 + $384 related
- Other
- $0 + $2,678 related
- Deferred
- $0 + $16,749 related
- Nontaxable benefits
- $0 + $27,555 related
- Filer's total
- $0 + $198,084 related
-
CARRIE CREASEY
COMMUNITY ENGAGEMENT OFFICER
- Total calculated
- $184,432
- From this org
- $0
- From related orgs
- $160,307
- Other
- $24,125
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $158,207 related
- Bonus
- $0 + $384 related
- Other
- $0 + $1,716 related
- Deferred
- $0 + $8,057 related
- Nontaxable benefits
- $0 + $16,068 related
- Filer's total
- $0 + $184,432 related
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
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
- 7 · Other non-fixed payments
- 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'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
-
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
$8,210,946
OHANA BEHAVORIAL HEALTH PROGRAM, NURSING EXCELLENCE, INPATIENT REHAB UNIT MODERNIZATION, AED PROGRAM, CANCER CENTER SUPPORT
-
$2,013,000
PHYSICIAN RECRUITMENT AND TRAINING
-
$1,359,978
POPULATION HEALTH, PRESCRIBE SAFETY PROGRAM, YOUTH OUTREACH & INNOVATION SOFTWARE
-
$922,994
PHYSICIAN ENGAGEMENT, PATIENT ASSISTANCE, AND DIGITAL HEALTH PROGRAMS
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.
-
501(C)(3) · SUPPORT SERVICES · CA
-
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
501(C)(3) · HEALTHCARE SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(4) · INSURANCE COMPANY · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · HEALTHCARE SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · MEDICAL SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
MONTAGE SURGICAL GROUP DBA MONTAGE ORTHOPEDICS & SPORTS MED
501(C)(3) · HEALTHCARE SERVICES · CA
Directly controlled by MONTAGE HEALTH
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
CENTRAL COAST HEALTH CONNECT LLC
HEALTH SERVICES · CA
-
REAL ESTATE · CA
-
MONTEREY BAY ENDOSCOPY CENTER LLC
ENDOSCOPY CENTER · CA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (2)
T · HOLDING COMPANY · CA
-
C · INACTIVE · CA
-
C · MEDICAL CLAIMS PROCESSING · CA
-
COASTAL HEALTHCARE ADMINISTRATORS
C · MEDICAL CLAIMS PROCESSING · CA
-
C · SERVICES · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349316125
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