MONTAGE HEALTH FOUNDATION

As filed

Subsection

03

NTEE code

E11

Classification

1200

Street

PO BOX HH

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• MONTAGE HEALTH

  EIN 94-2789696

Mission and programs · 2024

• THE FOUNDATION PROVIDED $4,274,591 IN GRANTS FOR OHANA, COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA'S ("CHOMP") CHILD BEHAVIORAL HEALTH PROGRAM, TO SUPPORT OPERATIONS AND SCHOOL THERAPY PROGRAMS.

  Expenses $4,274,591 · Grants $4,274,591

• THE FOUNDATION PROVIDED $2,013,000 IN GRANTS TO MONTAGE MEDICAL GROUP IN SUPPORT OF PHYSICIAN RECRUITMENT, ENGAGEMENT, AND TRAINING.

  Expenses $2,013,000 · Grants $2,013,000

• THE FOUNDATION PROVIDED $1,487,480 TO COMMUNITY HOSPITAL OF MONTEREY PENINSULA IN SUPPORT OF THE INPATIENT REHAB UNIT MODERNIZATION PROJECT.

  Expenses $1,487,480 · Grants $1,487,480

• THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS OTHER PROGRAMS WITHIN THE MONTAGE HEALTH FAMILY. EXAMPLES INCLUDE PROGRAMS FOR OUTPATIENT IMMUNOLOGY SERVICE, CANCER PREVENTION AND SUPPORT GROUPS, PHYSICIAN RETENTION AND ENGAGEMENT, PEDIATRIC WELLNESS, DIABETES PREVENTION, SUBSTANCE ABUSE PREVENTION, HEART SAFETY, AND INNOVATIVE SYSTEMS SUCH AS EPIC-DAX COPILOT.

  Expenses $7,581,468 · Grants $5,282,283

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $34,245,045

  Expenses

  $19,713,707

  Contributions

  $21,298,923

  Grants paid

  $13,057,354

• 2023

  Revenue

  $28,216,248

  Expenses

  $83,922,017

  Contributions

  $20,888,750

  Grants paid

  $76,601,189

• 2022

  Revenue

  $30,198,946

  Expenses

  $17,349,878

  Contributions

  $18,674,317

  Grants paid

  $10,870,317

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $32,937,422

  Expenses

  $16,293,128

  Assets (EOY)

  $246,774,163

• 2020 · 990

  Revenue

  $18,572,587

  Expenses

  $10,434,516

  Assets (EOY)

  $191,182,489

• 2019 · 990

  Revenue

  $16,821,516

  Expenses

  $10,978,236

  Assets (EOY)

  $166,963,985

• 2018 · 990

  Revenue

  $21,678,715

  Expenses

  $9,229,572

  Assets (EOY)

  $140,475,836

• 2017 · 990

  Revenue

  $145,409,735

  Expenses

  $6,031,167

  Assets (EOY)

  $145,254,562

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2016

Tax period

1 January 2016 to 31 December 2016

Principal officer

Matthew Morgan

Mailing address

23625 HOLMAN HWYMonterey CA 94930

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

• COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

  $71,583,021

  2023 · OHANA BEHAVIORIAL HEALTH PROGRAM, NURSING EXCELLENCE, ONE MONTAGE EDUCATION PROGRAM, AED & INNOVATIVE EQUIP.

• COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

  $8,210,946

  2024 · OHANA BEHAVORIAL HEALTH PROGRAM, NURSING EXCELLENCE, INPATIENT REHAB UNIT MODERNIZATION, AED PROGRAM, CANCER CENTER SUPPORT

• COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

  $5,447,121

  2022 · NURSING EXCELLENCE, CSUMB SCHOLARSHIPS, AED, INNOVATIVE EQUIPMENT, SUPPORT GROUPS

• MONTAGE MEDICAL GROUP

  $3,298,140

  2022 · PHYSICIAN RECRUITMENT AND TRAINING, OUTPATIENT IMMUNOLOGY SERVICES, ULTRASOUND EQUIPMENT

• MONTAGE MEDICAL GROUP

  $2,105,728

  2023 · PHYSICIAN RECRUITMENT AND TRAINING, OUTPATIENT IMMUNOLOGY SERVICES

• MONTAGE MEDICAL GROUP

  $2,013,000

  2024 · PHYSICIAN RECRUITMENT AND TRAINING

• MONTAGE HEALTH

  $1,440,454

  2023 · PHYSICIAN ENGAGEMENT, PROPERTIES EQUITY SHARE, PATIENT ASSISTANCE

• ASPIRE HEALTH PLAN

  $1,359,978

  2024 · POPULATION HEALTH, PRESCRIBE SAFETY PROGRAM, YOUTH OUTREACH & INNOVATION SOFTWARE

• ASPIRE HEALTH PLAN

  $1,286,082

  2023 · POPULATION HEALTH, PRESCRIBE SAFETY PROGRAM, YOUTH OUTREACH & INNOVATION SOFTWARE

• MONTAGE HEALTH

  $922,994

  2024 · PHYSICIAN ENGAGEMENT, PATIENT ASSISTANCE, AND DIGITAL HEALTH PROGRAMS

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

  $6,756,380

  2024 · PROGRAM SUPPORT

• COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

  $5,308,351

  2023 · PROGRAM SUPPORT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $5,246,000

  2023 · For grant recipient's exempt purposes

• COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

  $4,569,056

  2022 · GENERAL SUPPORT

• THE BESSEMER GIVING FUND

  $1,500,000

  2023 · GENERAL SUPPORT

• THE BESSEMER GIVING FUND

  $1,500,000

  2022 · GENERAL SUPPORT

• MONTAGE HEALTH

  $1,183,221

  2023 · ART PROGRAM & VOLUNTEER SERVICES

• MONTAGE HEALTH

  $1,147,336

  2024 · ART PROGRAM & VOLUNTEER SERVICES

• MONTAGE HEALTH

  $958,630

  2022 · GENERAL OPERATIONS

• DONOR ADVISED CHARITABLE GIVING

  $351,500

  2024 · HEALTH

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files