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MONTAGE HEALTH

EIN 94-2789696 MONTEREY, CA

Revenue 2024
$122,060,748
Expenses 2024
$50,182,936

Program services were 59.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E110
Classification
1000
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

    PRESIDENT/CHIEF EXECUTIVE OFFICER

    Total calculated
    $2,566,012
    From this org
    $0
    From related orgs
    $1,932,079
    Other
    $633,933
    Hours/week
    10 + 48 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

  • SUSAN SWICK

    VP, CHIEF MENTAL HEALTH OFFICER

    Total calculated
    $1,019,114
    From this org
    $0
    From related orgs
    $877,219
    Other
    $141,895
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $617,045 related
    Bonus
    $0 + $189,732 related
    Other
    $0 + $70,442 related
    Deferred
    $0 + $81,075 related
    Nontaxable benefits
    $0 + $60,820 related
    Filer's total
    $0 + $1,019,114 related

  • MATTHEW MORGAN

    VP, CHIEF FINANCIAL OFFICER

    Total calculated
    $976,231
    From this org
    $0
    From related orgs
    $813,108
    Other
    $163,123
    Hours/week
    10 + 51 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

  • MARK CARVALHO MD

    VP, CEO OF MMG AND MOGO

    Total calculated
    $920,378
    From this org
    $0
    From related orgs
    $792,196
    Other
    $128,182
    Hours/week
    0 + 56 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

  • STEVEN CABRALES MD

    VP, CHIEF MEDICAL OFFICER

    Total calculated
    $913,289
    From this org
    $0
    From related orgs
    $791,661
    Other
    $121,628
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $587,657 related
    Bonus
    $0 + $159,331 related
    Other
    $0 + $44,673 related
    Deferred
    $0 + $89,907 related
    Nontaxable benefits
    $0 + $31,721 related
    Filer's total
    $0 + $913,289 related

  • DEBORAH SOBER

    VP, CHIEF NURSING OFFICER

    Total calculated
    $731,610
    From this org
    $0
    From related orgs
    $611,897
    Other
    $119,713
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,598 related
    Bonus
    $0 + $128,750 related
    Other
    $0 + $74,549 related
    Deferred
    $0 + $101,766 related
    Nontaxable benefits
    $0 + $17,947 related
    Filer's total
    $0 + $731,610 related

  • CYNTHIA PECK

    FORMER VP/POST ACUTE SERVICES

    Total calculated
    $659,433
    From this org
    $0
    From related orgs
    $659,433
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $659,433 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $659,433 related

  • GREGORY SMORZEWSKI

    VP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $653,976
    From this org
    $0
    From related orgs
    $546,339
    Other
    $107,637
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,881 related
    Bonus
    $0 + $119,840 related
    Other
    $0 + $42,618 related
    Deferred
    $0 + $46,817 related
    Nontaxable benefits
    $0 + $60,820 related
    Filer's total
    $0 + $653,976 related

  • DANIEL CHIBAYA

    VP, CHIEF OPERATING OFFICER

    Total calculated
    $651,337
    From this org
    $0
    From related orgs
    $556,758
    Other
    $94,579
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,433 related
    Bonus
    $0 + $115,020 related
    Other
    $0 + $39,305 related
    Deferred
    $0 + $42,021 related
    Nontaxable benefits
    $0 + $52,558 related
    Filer's total
    $0 + $651,337 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
    10 + 45 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

  • PAUL CONOCENTI - VP CHIEF

    INFORMATION OFFICER (THRU 5/24)

    Total calculated
    $425,129
    From this org
    $0
    From related orgs
    $399,789
    Other
    $25,340
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,002 related
    Bonus
    $0 + $168,105 related
    Other
    $0 + $65,682 related
    Deferred
    $0 + $18,688 related
    Nontaxable benefits
    $0 + $6,652 related
    Filer's total
    $0 + $425,129 related

  • MARTHA BLUM MD

    TRUSTEE (THRU 12/24)

    Total calculated
    $418,686
    From this org
    $0
    From related orgs
    $366,610
    Other
    $52,076
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,789 related
    Bonus
    $0 + $48,821 related
    Other
    $0
    Deferred
    $0 + $12,542 related
    Nontaxable benefits
    $0 + $39,534 related
    Filer's total
    $0 + $418,686 related

  • CASEY GROVER MD

    TRUSTEE (THRU 12/24)

    Total calculated
    $27,955
    From this org
    $0
    From related orgs
    $27,955
    Other
    $0
    Hours/week
    1 + 1 related

  • BILL WARNER

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • PATRICK BURKE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RANDALL CHARLES

    SECRETARY

    Total calculated
    $0
    Hours/week
    3 + 5 related

  • LUIS ALVAREZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JIM CUMMINGS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RYAN EDWARDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MIMI HAHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KIRAN KAMATH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LESLIE MAGID HIGGINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEVIN MAHONEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • STAN MCKEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JOHN O'BRIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 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
    $122,060,748
    Expenses
    $50,182,936
    Contributions
    $45,420,141
    Grants paid
    $13,390,450
  • 2023
    Revenue
    $159,112,054
    Expenses
    $60,407,417
    Contributions
    $122,483,866
    Grants paid
    $5,355,269
  • 2022
    Revenue
    $340,757,665
    Expenses
    $34,309,667
    Contributions
    $291,835,918
    Grants paid
    $5,962,123

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

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses the Form 990 only. 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.

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.