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MONTAGE HEALTH FOUNDATION

EIN 81-2889645 MONTEREY, CA

Revenue 2024
$34,245,045
Expenses 2024
$19,713,707

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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).

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.

  • 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

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 — 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.

Grants made

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

Where these grants went next →

Grants received

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.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.