Montage Health Foundation
78% goes to programs $13 to raise $100 Strong reserves
Montage Health Foundation is a 501(c)(3) organization based in Monterey, California, registered in 2016, with $34,245,045 in FY2024 revenue. CharityIndex grades it A, and it directs about 78% of spending to programs.
Po Box Hh, Monterey, CA, 93942 EIN 81-2889645 Since 2016
Revenue (FY2024)
$34.2M
▲ 21.4% vs prior year
Health median: $840K
Expenses (FY2024)
$19.7M
Net assets
$224.1M
Employees
17
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
AProgram efficiency40% of the rating78% to programs · $13 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 Foundation: 78% to programs · $13 to raise $100 earns a A on this criterion. See the exact thresholds →
B+Financial health25% of the rating136 mo reserves · +42% 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 Foundation: 136 mo reserves · +42% 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 Foundation: 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 Foundation: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Mission
The foundation's mission is to advance the vision and strategic priorities of montage health by inspiring giving that enhances and improves the health of the entire community. major activities include fundraising and development, volunteer services, a gift shop, and the art program.
What they do
The foundation provided $2,013,000 in grants to montage medical group in support of physician recruitment, engagement, and training.
The foundation provided $1,487,480 to community hospital of monterey peninsula in support of the inpatient rehab unit modernization project.
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.
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 declined from $145.4M (FY2017) to $34.2M (FY2024) across 8 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1.7MNet assets $224.1M
Operating margin
42.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$225.8M
Total liabilities
$1.7M
Net assets
$224.1M
Salaries & benefits
$3.8M
19% of expenses
Board members
24
20 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $34,245,045▲21.4% | $19,713,707▼76.5% | $224,069,834▲14.6% | $225,784,836▲13.5% | 990 |
| 2023 | $28,216,248▼6.6% | $83,922,017▲384% | $195,442,411▼13.9% | $198,924,725▼13.2% | 990 |
| 2022 | $30,198,946▼8.3% | $17,349,878▲6.5% | $227,060,607▼7.3% | $229,206,951▼7.1% | 990 |
| 2021 | $32,937,422▲77.3% | $16,293,128▲56.1% | $244,952,263▲29.3% | $246,774,163▲29.1% | 990 |
| 2020 | $18,572,587▲10.4% | $10,434,516▼5.0% | $189,435,645▲15.2% | $191,182,489▲14.5% | 990 |
| 2019 | $16,821,516▼22.4% | $10,978,236▲18.9% | $164,390,484▲18.5% | $166,963,985▲18.9% | 990 |
| 2018 | $21,678,715▼85.1% | $9,229,572▲53.0% | $138,686,375▼0.5% | $140,475,836▼3.3% | 990 |
| 2017 | $145,409,735 | $6,031,167 | $139,378,568 | $145,254,562 | 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 - Ex-officio - | Chair of Montage Health (thru 12/24) | 1 | — |
| Carrie Creasey | Community Engagement Officer | 40 | — |
| Clark Struve | Director (thru 12/24) | 1 | — |
| Clayton Larson | Director | 1 | — |
| Craig Geiler Md | Director (thru 12/24) | 1 | — |
| Craig Stauffer Md | Director | 1 | — |
| Deanna Rossi | Sr. Philanthropy Manager | 40 | — |
| Demetra Jamson | Philanthropy Officer | 40 | — |
| Joanne Storkan | Director | 1 | — |
| Joan O'reilly | Director | 1 | — |
| John Houseman | Philanthropy Officer | 40 | — |
| Kathryn Swanson Md | Director | 1 | — |
| Kevin Causey | Vp/chief Development Officer | 45 | — |
| Kevin Mahoney | Vice Chair | 1 | — |
| Kimberely Negri | Secretary | 1 | — |
| Kiran Kamath | Director | 1 | — |
| Matthew Morgan | Ex Officio - Vp/cfo | 1 | — |
| Michelle Young | Foundation Director | 40 | — |
| Nancy Perocchi | Director | 1 | — |
| Nicholas Fantl | Director (thru 12/24) | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Disruptive Development Inc | Event Production Consultant | $178,313 |
Grants received · $82.4M total
88 grants to Montage Health Foundation totaling $82.4M, 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 | $6,756,380 |
| Montage Health | Art program & volunteer services | 2024 | $1,147,336 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $175,000 |
| American Endowment Foundation | Health, general | 2024 | $101,500 |
| Ayco Charitable Foundation | Medical / public services | 2024 | $90,000 |
| Greater Kansas City Community Foundation | Health, medicine & science | 2024 | $30,000 |
| Columbus Foundation | Health | 2024 | $30,000 |
| American Cancer Society Inc | Patient support | 2024 | $27,500 |
| Silicon Valley Community Foundation | Health | 2024 | $25,000 |
| The Albertsons Companies Foundation | Cancer prevention and treatment | 2024 | $20,000 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Medical / public services | 2024 | $15,000 |
| Public Health Institute | Technical assistance | 2024 | $12,500 |
| Community Hospital of the Monterey Peninsula | Program support | 2023 | $5,308,351 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $5,246,000 |
| The Bessemer Giving Fund | General support | 2023 | $1,500,000 |
Grants made · $12.5M in FY2024
4 grants totaling $12.5M in FY2024. All grants made by Montage Health Foundation →
| Recipient | Purpose | Amount |
|---|---|---|
| Community Hospital of the Monterey Peninsula | Ohana behavorial health program, nursing excellence, inpatient rehab unit modernization, aed program, cancer center support | $8,210,946 |
| Montage Medical Group | Physician recruitment and training | $2,013,000 |
| Aspire Health Plan | Population health, prescribe safety program, youth outreach & innovation software | $1,359,978 |
| Montage Health | Physician engagement, patient assistance, and digital health programs | $922,994 |
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Frequently asked questions
- Is Montage Health Foundation a legitimate nonprofit?
- Yes. Montage Health Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 81-2889645, based in Monterey, California. Donations are tax-deductible.
- What is Montage Health Foundation's EIN?
- Montage Health Foundation's Employer Identification Number (EIN) is 81-2889645.
- How much revenue does Montage Health Foundation report?
- Montage Health Foundation reported $34,245,045 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Montage Health Foundation's spending goes to programs?
- Montage Health Foundation spends about 78% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Montage Health Foundation have?
- CharityIndex grades Montage Health Foundation A, based on program efficiency and fundraising cost.
- How much does Montage Health Foundation's highest-paid employee make?
- The highest reported compensation on Montage Health Foundation's latest Form 990 is $0, paid to Bill Warner - Ex-officio - (Chair of Montage Health (thru 12/24)).
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Data for Montage Health Foundation (EIN 81-2889645) 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.