Montage Health
Only 59% goes to programs $0 to raise $100 Strong reserves Growing revenue
Montage Health is a 501(c)(3) organization based in Monterey, California, registered in 1982, with $122,060,748 in FY2024 revenue. CharityIndex grades it B, and it directs about 59% of spending to programs.
Po Box Hh, Monterey, CA, 93942 EIN 94-2789696 Since 1982
Revenue (FY2024)
$122.1M
▼ 23.3% vs prior year
Health median: $840K
Expenses (FY2024)
$50.2M
Net assets
$1.7B
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
CProgram efficiency40% of the rating59% to programs · $0 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Montage Health: 59% to programs · $0 to raise $100 earns a C on this criterion. See the exact thresholds →
B+Financial health25% of the rating410 mo reserves · +59% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Montage Health: 410 mo reserves · +59% margin earns a B+ on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Montage Health: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Montage Health: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Mission
To provide support services to the community hospital of the monterey peninsula and its affiliates.
What they do
Physician recruitment which offers loan forgiveness for newly-recruited physicians who fulfill the terms of their recruitment agreements.
Maurine church coburn school of nursing offers an associate's degree in nursing, leading to rn certification.
Contact & location
- Address
- Po Box Hh, Monterey, CA, 93942
- City
- Monterey
- State
- California
- Category
- Health Care
- Subcategory
- Support Foundations & Fundraising
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $75.4M (FY2013) to $122.1M (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $33.8MNet assets $1.7B
Operating margin
58.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.7B
Total liabilities
$33.8M
Net assets
$1.7B
Salaries & benefits
$9.2M
18% of expenses
Board members
17
14 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $122,060,748▼23.3% | $50,182,936▼16.9% | $1,714,453,977▲10.2% | $1,748,211,474▲10.3% | 990 |
| 2023 | $159,112,054▼53.3% | $60,407,417▲76.1% | $1,555,174,701▲15.1% | $1,584,360,612▲15.3% | 990 |
| 2022 | $340,757,665▲701% | $34,309,667▼27.7% | $1,351,193,841▲14.6% | $1,374,704,648▼7.0% | 990 |
| 2021 | $42,567,907▲70.7% | $47,480,157▼6.4% | $1,179,044,342▲16.8% | $1,477,744,966▲23.7% | 990 |
| 2020 | $24,934,735▼32.0% | $50,715,538▲79.2% | $1,009,379,096▲5.1% | $1,194,971,781▲13.1% | 990 |
| 2019 | $36,669,842▼48.5% | $28,298,712▲3.3% | $960,631,540▲12.7% | $1,056,160,005▲21.5% | 990 |
| 2018 | $71,216,800▲272% | $27,407,736▼40.1% | $852,182,565▲32.0% | $869,117,442▼4.1% | 990 |
| 2017 | $19,132,585▼57.7% | $45,771,506▲127% | $645,764,271▲58.4% | $906,495,222▲113% | 990 |
| 2015 | $45,224,385▲22.7% | $20,172,623▲26.7% | $407,671,981▲4.0% | $425,410,007▲5.0% | 990 |
| 2014 | $36,849,952▼51.1% | $15,922,183▲3.7% | $391,878,449▲10.8% | $405,342,955▲12.2% | 990 |
| 2013 | $75,383,859 | $15,361,347▲24.4% | $353,564,851▲37.0% | $361,266,864▲37.2% | 990 |
| 2012 | — | $12,349,084▼1.7% | $258,163,643▲22.9% | $263,265,926▲22.2% | 990 |
| 2011 | — | $12,564,267▲15.8% | $210,013,046▲9.1% | $215,486,004▼2.5% | 990 |
| 2010 | — | $10,853,258 | $192,491,836 | $220,983,492 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Bill Warner | Chair | 2 | — |
| Carrie Pentta | Trustee | 1 | — |
| Casey Grover Md | Trustee (thru 12/24) | 1 | — |
| Cynthia Peck | Former Vp/post Acute Services | 0 | — |
| Daniel Chibaya | Vp, Chief Operating Officer | 5 | — |
| Deborah Sober | Vp, Chief Nursing Officer | 5 | — |
| Gregory Smorzewski | Vp, Chief Human Resources Officer | 10 | — |
| Jim Cummings | Trustee | 1 | — |
| John O'brien | Trustee | 1 | — |
| Kevin Causey | Vp, Chief Development Officer | 10 | — |
| Kevin Mahoney | Trustee | 1 | — |
| Kiran Kamath | Trustee | 1 | — |
| Leslie Magid Higgins | Trustee | 1 | — |
| Luis Alvarez | Trustee | 1 | — |
| Margi Wiest | Trustee | 2 | — |
| Mark Carvalho Md | Vp, Ceo of Mmg and Mogo | 0 | — |
| Martha Blum Md | Trustee (thru 12/24) | 1 | — |
| Matthew Morgan | Vp, Chief Financial Officer | 10 | — |
| Mimi Hahn | Trustee | 1 | — |
| Patrick Burke | Vice Chair | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| K&d Landscaping Inc | Landscaping Services | $121,333 |
| Unified Cleaning Services Inc | Cleaning Services | $107,740 |
Grants received · $514.8M total
66 grants to Montage Health totaling $514.8M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Community Hospital of the Monterey Peninsula | Program support | 2024 | $43,979,461 |
| Montage Health Foundation | Physician engagement, patient assistance, and digital health programs | 2024 | $922,994 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Medical / public services | 2024 | $10,000 |
| Community Hospital of the Monterey Peninsula | General support | 2023 | $120,057,611 |
| Montage Health Foundation | Physician engagement, properties equity share, patient assistance | 2023 | $1,440,454 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $120,000 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $6,000 |
| Community Hospital of the Monterey Peninsula | General support | 2022 | $290,624,197 |
| Montage Health Foundation | Prescribe safe, youth outreach, digital health, physician engagement, patient assistance | 2022 | $771,850 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $65,250 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2022 | $6,500 |
| Montage Health Foundation | Prescribe safe, youth outreach, digital health, physician engagement, school of nursing | 2021 | $675,290 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $131,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $131,500 |
| Community Hospital of the Monterey Peninsula | County-wide diabetes program | 2021 | $100,000 |
Grants made · $13.0M in FY2024
3 grants totaling $13.0M in FY2024. All grants made by Montage Health →
| Recipient | Purpose | Amount |
|---|---|---|
| Community Hospital of the Monterey Peninsula | General operations | $11,339,048 |
| Montage Health Foundation | Art program & volunteer services | $1,147,336 |
| Aspire Health Plan | General operations | $520,068 |
Similar organizations in Health
Health
Sutter Coast Hospital
Sacramento, CA
$122.1M
A+annual revenue
Health
Wellnessworx Inc
Oxnard, CA
$123.3M
Bannual revenue
Health
Planned Parenthood Los Angeles
Los Angeles, CA
$124.6M
Aannual revenue
Health
Dameron Hospital Association
Stockton, CA
$125.6M
C+annual revenue
Health
Adventist Health Delano
Delano, CA
$117.1M
Aannual revenue
Northwest Medical Foundation of Tillamook
Roseville, CA
$127.6M
Aannual revenue
Health
Open Door Community Health Centers
Arcata, CA
$115.5M
Aannual revenue
Health
Vista Community Clinic
Vista, CA
$128.8M
Aannual revenue
Health
Siskiyou Hospital Inc
Yreka, CA
$129.8M
Aannual revenue
Health
Planned Parenthood of the Pacific Southwest
San Diego, CA
$114.3M
B+annual revenue
Compare Montage Health
Frequently asked questions
- Is Montage Health a legitimate nonprofit?
- Yes. Montage Health is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 94-2789696, based in Monterey, California. Donations are tax-deductible.
- What is Montage Health's EIN?
- Montage Health's Employer Identification Number (EIN) is 94-2789696.
- How much revenue does Montage Health report?
- Montage Health reported $122,060,748 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Montage Health's spending goes to programs?
- Montage Health spends about 59% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Montage Health have?
- CharityIndex grades Montage Health B, based on program efficiency and fundraising cost.
- How much does Montage Health's highest-paid employee make?
- The highest reported compensation on Montage Health's latest Form 990 is $0, paid to Bill Warner (Chair).
More nonprofits in Monterey
Explore more
Data for Montage Health (EIN 94-2789696) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.