Totals
- Total revenue
- $35,998,443
- Total expenses
- $61,175,742
- Contributions and grants received
- $3,298,140
- Grants paid
- $0
- Program services expenses (Part IX)
- $56,978,270
- Management and general expenses
- $4,197,472
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $56,978,270
Program services were 93.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STEVEN PACKER MD
DIRECTOR & PRESIDENT
- Total calculated
- $2,595,900
- From this org
- $0
- From related orgs
- $1,274,632
- Other
- $1,321,268
- Hours/week
- 10 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $901,101 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 + $2,595,900 related
-
LAURA ZEHM
DIRECTOR (THRU 7/22)
- Total calculated
- $1,071,505
- From this org
- $0
- From related orgs
- $922,761
- Other
- $148,744
- Hours/week
- 1 + 54 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
-
KATHLEEN CHASE MD
DIRECTOR
- Total calculated
- $422,120
- From this org
- $409,920
- From related orgs
- $0
- Other
- $12,200
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $343,417
- Bonus
- $66,503
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $0
- Filer's total
- $422,120
-
THOMAS CUNNINGHAM MD
DIRECTOR
- Total calculated
- $379,146
- From this org
- $366,946
- From related orgs
- $0
- Other
- $12,200
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $340,000
- Bonus
- $26,946
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $0
- Filer's total
- $379,146
-
GURU KHALSA MD
DIRECTOR
- Total calculated
- $99,324
- From this org
- $0
- From related orgs
- $99,324
- Other
- $0
- Hours/week
- 5 + 6 related
-
STAN MCKEE
CHAIR
- Total calculated
- $0
- Hours/week
- 9 + 2 related
-
RANDALL CHARLES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
JACK JEWETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
WAYNE MOON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MARK CARVALHO MD
CEO
- Total calculated
- $843,021
- From this org
- $0
- From related orgs
- $734,097
- Other
- $108,924
- Hours/week
- 45 + 10 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
-
MATTHEW MORGAN
VP, CFO
- Total calculated
- $800,009
- From this org
- $0
- From related orgs
- $670,563
- Other
- $129,446
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $494,044 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 + $800,009 related
-
STEVEN LOME DO
PHYSICIAN
- Total calculated
- $1,001,013
- From this org
- $978,698
- From related orgs
- $0
- Other
- $22,315
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $400,000
- Bonus
- $578,698
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $10,115
- Filer's total
- $1,001,013
-
MARK VIERRA MD
PHYSICIAN
- Total calculated
- $925,907
- From this org
- $905,620
- From related orgs
- $0
- Other
- $20,287
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $848,682
- Bonus
- $56,938
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $8,087
- Filer's total
- $925,907
-
STEVEN CHANG MD
PHYSICIAN
- Total calculated
- $918,188
- From this org
- $896,214
- From related orgs
- $0
- Other
- $21,974
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $705,142
- Bonus
- $191,072
- Other
- $0
- Deferred
- $12,200
- Nontaxable benefits
- $9,774
- Filer's total
- $918,188
-
GREGORY SPOWART MD
PHYSICIAN
- Total calculated
- $853,008
- From this org
- $844,921
- From related orgs
- $0
- Other
- $8,087
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $710,000
- Bonus
- $134,921
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,087
- Filer's total
- $853,008
-
AMBREEN LAEEQ MD
PHYSICIAN
- Total calculated
- $824,426
- From this org
- $822,500
- From related orgs
- $0
- Other
- $1,926
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $750,000
- Bonus
- $72,500
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $1,926
- Filer's total
- $824,426
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
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 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
- 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 NO PAYMENT WAS RECEIVED IN 2022.
- PART I, LINE 6
- MANAGEMENT INCENTIVE PLANS HAVE A PERCENTAGE OF THE INCENTIVE PACKAGE THAT ARE BASED ON THE FINANCIAL RESULTS OF THE FILING ORGANIZATION AND RELATED ORGANIZATIONS.
- 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.
-
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) · SUPPORT SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · MEDICAL SERVICES · CA
Directly controlled by MONTAGE HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349321483
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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