Totals
- Total revenue
- $146,000,957
- Total expenses
- $167,495,583
- Contributions and grants received
- $3,667,148
- Grants paid
- $0
- Program services expenses (Part IX)
- $158,406,391
- Management and general expenses
- $9,089,192
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $158,406,391
Program services were 94.6% 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
- 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
-
MARK CARVALHO MD
DIRECTOR
- Total calculated
- $920,378
- From this org
- $0
- From related orgs
- $792,196
- Other
- $128,182
- Hours/week
- 1 + 55 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
-
TYLER MUNSON
CEO OF ASPIRE/SECRETARY
- Total calculated
- $746,843
- From this org
- $0
- From related orgs
- $649,402
- Other
- $97,441
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $0 + $493,022 related
- Bonus
- $0 + $117,504 related
- Other
- $0 + $38,876 related
- Deferred
- $0 + $42,746 related
- Nontaxable benefits
- $0 + $54,695 related
- Filer's total
- $0 + $746,843 related
-
MICHAEL MCGLUE MD
DIRECTOR
- Total calculated
- $620,556
- From this org
- $0
- From related orgs
- $567,222
- Other
- $53,334
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $290,122 related
- Bonus
- $0 + $277,100 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $39,534 related
- Filer's total
- $0 + $620,556 related
-
JOHN O'BRIEN
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RYAN EDWARDS
VICE CHAIR (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
DAVID AWERBUCK MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CATHERINE CARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
REGINA GAGE
DIRECTOR (THRU 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE HIGGINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
GREGG KANTER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TONY PRUTHI MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALLEN RADNER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GARY RAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
VICTORY REY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MATTHEW MORGAN
VP OF FINANCE/CFO
- Total calculated
- $976,231
- From this org
- $0
- From related orgs
- $813,108
- Other
- $163,123
- Hours/week
- 8 + 53 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
-
LIZ LORENZI
VP/COO
- Total calculated
- $642,359
- From this org
- $0
- From related orgs
- $557,394
- Other
- $84,965
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $0 + $396,360 related
- Bonus
- $0 + $91,969 related
- Other
- $0 + $69,065 related
- Deferred
- $0 + $68,897 related
- Nontaxable benefits
- $0 + $16,068 related
- Filer's total
- $0 + $642,359 related
-
MELISSA HALL
COO
- Total calculated
- $499,364
- From this org
- $442,162
- From related orgs
- $0
- Other
- $57,202
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $360,523
- Bonus
- $62,976
- Other
- $18,663
- Deferred
- $13,800
- Nontaxable benefits
- $43,402
- Filer's total
- $499,364
-
CAMMIE FLORES - DIRECTOR
OF CARE MANAGEMENT (THRU 11/24)
- Total calculated
- $339,988
- From this org
- $289,304
- From related orgs
- $0
- Other
- $50,684
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $229,958
- Bonus
- $37,692
- Other
- $21,654
- Deferred
- $9,019
- Nontaxable benefits
- $41,665
- Filer's total
- $339,988
-
TINA LAMAA
ASPIRE PHARMACY DIRECTOR
- Total calculated
- $333,624
- From this org
- $286,910
- From related orgs
- $0
- Other
- $46,714
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,270
- Bonus
- $26,400
- Other
- $6,240
- Deferred
- $6,592
- Nontaxable benefits
- $40,122
- Filer's total
- $333,624
-
KELLIE VERDUGO
DIRECTOR OF UTILIZATION MANAGEMENT
- Total calculated
- $286,204
- From this org
- $232,304
- From related orgs
- $0
- Other
- $53,900
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,494
- Bonus
- $0
- Other
- $4,810
- Deferred
- $8,762
- Nontaxable benefits
- $45,138
- Filer's total
- $286,204
-
GUEZ GHISLAINE
CHIEF MEDICAL OFFICER
- Total calculated
- $465,439
- From this org
- $421,943
- From related orgs
- $0
- Other
- $43,496
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $421,943
- Bonus
- $0
- Other
- $0
- Deferred
- $3,374
- Nontaxable benefits
- $40,122
- Filer's total
- $465,439
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
- 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 FOR 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.
-
501(C)(3) · SUPPORT SERVICES · CA
-
501(C)(3) · HEALTHCARE SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
501(C)(3) · HEALTHCARE SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · SUPPORT 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
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349315640
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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