Totals
- Total revenue
- $340,757,665
- Total expenses
- $34,309,667
- Contributions and grants received
- $291,835,918
- Grants paid
- $5,962,123
- Program services expenses (Part IX)
- $23,095,133
- Management and general expenses
- $11,214,534
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $23,095,133
Program services were 67.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STEVEN PACKER MD
PRESIDENT/CHIEF EXECUTIVE OFFICER
- Total calculated
- $2,595,899
- From this org
- $0
- From related orgs
- $1,274,631
- Other
- $1,321,268
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $901,100 related
- Bonus
- $0 + $314,500 related
- Other
- $0 + $59,031 related
- Deferred
- $0 + $1,289,098 related
- Nontaxable benefits
- $0 + $32,170 related
- Filer's total
- $0 + $2,595,899 related
-
LAURA ZEHM
SR VP, CAO (THRU 7/22)
- Total calculated
- $1,071,505
- From this org
- $0
- From related orgs
- $922,761
- Other
- $148,744
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $307,200 related
- Bonus
- $0 + $186,885 related
- Other
- $0 + $428,676 related
- Deferred
- $0 + $131,289 related
- Nontaxable benefits
- $0 + $17,455 related
- Filer's total
- $0 + $1,071,505 related
-
SUSAN SWICK
VP, CHIEF MENTAL HEALTH OFFICER
- Total calculated
- $826,663
- From this org
- $0
- From related orgs
- $706,233
- Other
- $120,430
- Hours/week
- 5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $561,598 related
- Bonus
- $0 + $98,993 related
- Other
- $0 + $45,642 related
- Deferred
- $0 + $60,207 related
- Nontaxable benefits
- $0 + $60,223 related
- Filer's total
- $0 + $826,663 related
-
MARK CARVALHO MD
VP, CEO OF MMG AND MOGO
- Total calculated
- $843,021
- From this org
- $0
- From related orgs
- $734,097
- Other
- $108,924
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $528,344 related
- Bonus
- $0 + $144,935 related
- Other
- $0 + $60,818 related
- Deferred
- $0 + $61,244 related
- Nontaxable benefits
- $0 + $47,680 related
- Filer's total
- $0 + $843,021 related
-
KEVIN CAUSEY
VP, CHIEF DEVELOPMENT OFFICER
- Total calculated
- $549,003
- From this org
- $0
- From related orgs
- $475,339
- Other
- $73,664
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $323,705 related
- Bonus
- $0 + $101,475 related
- Other
- $0 + $50,159 related
- Deferred
- $0 + $43,097 related
- Nontaxable benefits
- $0 + $30,567 related
- Filer's total
- $0 + $549,003 related
-
STEVEN CABRALES MD
VP, CHIEF MEDICAL OFFICER
- Total calculated
- $803,824
- From this org
- $0
- From related orgs
- $700,453
- Other
- $103,371
- Hours/week
- 5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $514,622 related
- Bonus
- $0 + $146,370 related
- Other
- $0 + $39,461 related
- Deferred
- $0 + $72,804 related
- Nontaxable benefits
- $0 + $30,567 related
- Filer's total
- $0 + $803,824 related
-
MATTHEW MORGAN
VP, CHIEF FINANCIAL OFFICER
- Total calculated
- $800,008
- From this org
- $0
- From related orgs
- $670,562
- Other
- $129,446
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $494,043 related
- Bonus
- $0 + $142,065 related
- Other
- $0 + $34,454 related
- Deferred
- $0 + $79,417 related
- Nontaxable benefits
- $0 + $50,029 related
- Filer's total
- $0 + $800,008 related
-
CYNTHIA PECK
VP, ACUTE SVCS (THRU 4/22)
- Total calculated
- $712,969
- From this org
- $0
- From related orgs
- $680,960
- Other
- $32,009
- Hours/week
- 5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $222,198 related
- Bonus
- $0 + $97,139 related
- Other
- $0 + $361,623 related
- Deferred
- $0 + $20,873 related
- Nontaxable benefits
- $0 + $11,136 related
- Filer's total
- $0 + $712,969 related
-
DEBORAH SOBER
VP, CHIEF NURSING OFFICER
- Total calculated
- $667,048
- From this org
- $0
- From related orgs
- $572,044
- Other
- $95,004
- Hours/week
- 5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $408,017 related
- Bonus
- $0 + $103,935 related
- Other
- $0 + $60,092 related
- Deferred
- $0 + $76,607 related
- Nontaxable benefits
- $0 + $18,397 related
- Filer's total
- $0 + $667,048 related
-
PAUL CONOCENTI
VP, CHIEF INFORMATION OFFICER
- Total calculated
- $672,885
- From this org
- $0
- From related orgs
- $591,453
- Other
- $81,432
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $455,321 related
- Bonus
- $0 + $117,924 related
- Other
- $0 + $18,208 related
- Deferred
- $0 + $69,259 related
- Nontaxable benefits
- $0 + $12,173 related
- Filer's total
- $0 + $672,885 related
-
GREGORY SMORZEWSKI
VP, CHRO
- Total calculated
- $461,744
- From this org
- $0
- From related orgs
- $371,509
- Other
- $90,235
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $313,707 related
- Bonus
- $0 + $47,112 related
- Other
- $0 + $10,690 related
- Deferred
- $0 + $30,012 related
- Nontaxable benefits
- $0 + $60,223 related
- Filer's total
- $0 + $461,744 related
-
TIM NYLEN
VP, CCO (THRU 5/22)
- Total calculated
- $374,762
- From this org
- $0
- From related orgs
- $348,764
- Other
- $25,998
- Hours/week
- 5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $169,114 related
- Bonus
- $0 + $81,795 related
- Other
- $0 + $97,855 related
- Deferred
- $0 + $19,193 related
- Nontaxable benefits
- $0 + $6,805 related
- Filer's total
- $0 + $374,762 related
-
DANIEL CHIBAYA
VP, OPERATIONS
- Total calculated
- $273,416
- From this org
- $0
- From related orgs
- $252,802
- Other
- $20,614
- Hours/week
- 5 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $145,017 related
- Bonus
- $0 + $101,475 related
- Other
- $0 + $6,310 related
- Deferred
- $0 + $14,638 related
- Nontaxable benefits
- $0 + $5,976 related
- Filer's total
- $0 + $273,416 related
-
GURU KHALSA MD
TRUSTEE
- Total calculated
- $174,324
- From this org
- $75,000
- From related orgs
- $99,324
- Other
- $0
- Hours/week
- 5 + 6 related
Schedule J breakdown matched by us
- Base
- $75,000 + $99,324 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $75,000 + $99,324 related
-
KATHLEEN BANG
CHAIR
- Total calculated
- $0
- Hours/week
- 4 + 2 related
-
RANDY CHARLES
SECRETARY
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
BILL WARNER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 3 related
-
LUIS ALVAREZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARTHA BLUM MD
TRUSTEE
- Total calculated
- $332,768
- From this org
- $0
- From related orgs
- $320,568
- Other
- $12,200
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $218,092 related
- Bonus
- $0 + $69,626 related
- Other
- $0 + $32,850 related
- Deferred
- $0 + $12,200 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $332,768 related
-
PATRICK BURKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MIMI HAHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GENE HILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
KIRAN KAMATH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STAN MCKEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 10 related
-
JOHN O'BRIEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
CARRIE PENETTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LESLIE SNORF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
WILLIAM YOUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 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 — 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 4B
- CYNTHIA PECK PARTICIPATED IN A 457(F) PLAN AND RECEIVED A PAYMENT DURING 2022 IN THE AMOUNT OF $97,311. STEVEN PACKER AND TIM NYLEN PARTICIPATED IN 457(F) PLANS AND NO PAYMENTS WERE RECEIVED IN 2022.
- SCHEDULE J, PART I, LINE 3
- PART I, LINE 3: MONTAGE HEALTH RELIES ON A RELATED ORGANIZATION, COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL USING ALL OF THE METHODS DESCRIBED ON LINE 3 EXCEPT "FORM 990 OF OTHER ORGANIZATIONS."
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
$4,315,546
GENERAL SUPPORT AND SUPPORT OF MEDICAL STAFF SERVICES
-
$958,630
GENERAL OPERATIONS
-
$191,776
GENERAL OPERATIONS
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)(4) · INSURANCE · CA · controlled entity
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · SUPPORT SERVICES · CA · controlled entity
Directly controlled by MONTAGE HEALTH
-
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
501(C)(3) · HEALTHCARE SERVICES · CA · controlled entity
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · HEALTHCARE SERVICES · CA · controlled entity
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · MEDICAL SERVICES · CA · controlled entity
Directly controlled by MONTAGE HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343199349321904
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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