NonprofitsMontage Health Foundation

Health Care

Montage Health Foundation

MONTEREY, CA

Total revenue

$34.2M

Total expenses

$19.7M

Net assets

$224.1M

Grants received

$43.1M

205 grants

EIN

812889645

Tax year

2024

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.

Programs

3 programs

The foundation provided $2,013,000 in grants to montage medical group in support of physician recruitment, engagement, and training.

Expenses: $2.0MGrants: $2.0M

The foundation provided $1,487,480 to community hospital of monterey peninsula in support of the inpatient rehab unit modernization project.

Expenses: $1.5MGrants: $1.5M

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: $7.6MGrants: $5.3M

Financials

FY 2024

Revenue

Contributions & grants$21.3M
Program service revenue
Investment income$12.6M
Other revenue$347K
Total revenue$34.2M

Expenses

Grants paid$13.1M
Salaries & benefits$3.8M
Fundraising$2.8M
Other expenses$2.9M
Total expenses$19.7M
Total assets$225.8M
Net assets$224.1M

People

30 listed

NameRoleCompensation

STEVEN PACKER MD

EX OFFICIO - PRESIDENT & CEO

Board

1 hrs/wk

MATTHEW MORGAN

EX OFFICIO - VP/CFO

Board

1 hrs/wk

CRAIG STAUFFER MD

DIRECTOR

Board

1 hrs/wk

ZACHARY KOONTZ MD

DIRECTOR

Board

1 hrs/wk

RYAN EDWARDS

CHAIR

Board

1 hrs/wk

KEVIN MAHONEY

VICE CHAIR

Board

1 hrs/wk

KIMBERELY NEGRI

SECRETARY

Board

1 hrs/wk

PAUL BASZUCKI

DIRECTOR

Board

1 hrs/wk

SCOTT CLEGG

EX-OFFICIO - PRESIDENT OF THE AUXI

Board

1 hrs/wk

WILLIAM DOOLITTLE

DIRECTOR

Board

1 hrs/wk

NICHOLAS FANTL

DIRECTOR (THRU 12/24)

Board

1 hrs/wk

CRAIG GEILER MD

DIRECTOR (THRU 12/24)

Board

1 hrs/wk

REBECCA HEISER

DIRECTOR

Board

1 hrs/wk

PAUL HOFFMAN

DIRECTOR

Board

1 hrs/wk

KIRAN KAMATH

DIRECTOR

Board

1 hrs/wk

CLAYTON LARSON

DIRECTOR

Board

1 hrs/wk

SHARON MERESMAN

DIRECTOR (THRU 12/24)

Board

1 hrs/wk

NANCY PEROCCHI

DIRECTOR

Board

1 hrs/wk

JOAN O'REILLY

DIRECTOR

Board

1 hrs/wk

STEFANIE SKINNER

DIRECTOR

Board

1 hrs/wk

JOANNE STORKAN

DIRECTOR

Board

1 hrs/wk

CLARK STRUVE

DIRECTOR (THRU 12/24)

Board

1 hrs/wk

KATHRYN SWANSON MD

DIRECTOR

Board

1 hrs/wk

BILL WARNER - EX-OFFICIO -

CHAIR OF MONTAGE HEALTH (THRU 12/24)

Board

1 hrs/wk

KEVIN CAUSEY

VP/CHIEF DEVELOPMENT OFFICER

Staff

45 hrs/wk

MICHELLE YOUNG

FOUNDATION DIRECTOR

Staff

40 hrs/wk

DEANNA ROSSI

SR. PHILANTHROPY MANAGER

Staff

40 hrs/wk

JOHN HOUSEMAN

PHILANTHROPY OFFICER

Staff

40 hrs/wk

DEMETRA JAMSON

PHILANTHROPY OFFICER

Staff

40 hrs/wk

CARRIE CREASEY

COMMUNITY ENGAGEMENT OFFICER

Staff

40 hrs/wk

Independent contractors

DISRUPTIVE DEVELOPMENT INC

EVENT PRODUCTION CONSULTANT

$178K

Grants received

Showing 200 of 205

FromAmountPurposeYear
$6.8M
PROGRAM SUPPORT
2024
$1.1M
ART PROGRAM & VOLUNTEER SERVICES
2024
$175K
UNRESTRICTED GENERAL SUPPORT
2024
$130K
Genral Support
2024
$125K
HEALTH CARE
2024
$104K
CONTRIBUTIONS ARE FOR UNRESTRICTED PURPOSES
2024
$102K
HEALTH, GENERAL
2024
$90K
MEDICAL / PUBLIC SERVICES
2024
$30K
HEALTH
2024
$30K
Health, Medicine & Science
2024
$28K
Patient Support
2024
$25K
CANCER CENTER
2024
$25K
General & Unrestricted
2024
$25K
GENERAL SUPPORT
2024
$20K
CANCER PREVENTION AND TREATMENT
2024
$15K
Knox School of Nursing Scholarship Fund
2024
$15K
MEDICAL / PUBLIC SERVICES
2024
$13K
Technical Assistance
2024
$10K
GENERAL SUPPORT
2024
$10K
HEALTHCARE
2024
$5K
GENERAL CONTRIBUTION
2024
$3K
TO FURTHER DONEE'S EXEMPT PURPOSE
2024
$2K
GENERAL SUPPORT
2024
$1K
GENERAL
2024
$5.3M
PROGRAM SUPPORT
2023
$5.2M
For grant recipient's exempt purposes
2023
$1.5M
GENERAL SUPPORT
2023
$1.2M
ART PROGRAM & VOLUNTEER SERVICES
2023
$250K
CONTRIBUTIONS ARE FOR UNRESTRICTED PURPOSES
2023
$175K
UNRESTRICTED GENERAL SUPPORT
2023
$125K
General Support
2023
$110K
OPERATING SUPPORT
2023
$101K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$100K
UNRESTRICTED
2023
$100K
FOR GREATEST NEEDS
2023
$100K
General Support
2023
$90K
Hospice, Palliative Care
2023
$50K
Ohana Center for Child and Adolescent Behavioral health
2023
$50K
HEALTH CARE
2023
$48K
Technical Assistance
2023
$35K
SUPPORT THE COMMUNITY PARTNERS IN CARING PROGRAM
2023
$30K
HEALTH
2023
$25K
General & Unrestricted
2023
$25K
GENERAL SUPPORT
2023
$25K
PROGRAM SERVICES
2023
$20K
OPERATIONS
2023
$16K
MEDICAL / PUBLIC SERVICES
2023
$15K
UNRESTRICTED
2023
$10K
GENERAL OPERATING
2023
$10K
GENERAL OPERATING SUPPORT
2023
$10K
GENERAL FUND
2023
$10K
TO AID ORGANIZATIONAL OPERATIONS
2023
$8K
Patient Support
2023
$7K
Chartiable
2023
$5K
GENERAL SUPPORT
2023
$5K
IMPROVING HEALTH OF COMMUNITY
2023
$5K
GENERAL SUPPORT
2023
$5K
GENERAL CONTRIBUTION
2023
$4K
QUALIFIED CHARITABLE EXEMPT PURPOSE
2023
$2K
GENERAL SUPPORT
2023
$1K
HUMAN SERVICES - MULTIPURPOSE AND OTHER
2023
$4.6M
GENERAL SUPPORT
2022
$1.5M
GENERAL SUPPORT
2022
$959K
GENERAL OPERATIONS
2022
$500K
CONTRIBUTIONS ARE FOR UNRESTRICTED PURPOSES
2022
$325K
For grant recipient's exempt purposes
2022
$140K
Technical Assistance
2022
$100K
UNRESTRICTED
2022
$50K
Ohana Center for Child and Adolescent Behavioral health
2022
$50K
PROGRAM SERVICES
2022
$50K
HEALTH CARE
2022
$50K
BILINGUAL OUTREACH/CLINICAL LIAISON
2022
$45K
Patient Support
2022
$35K
SUPPORT THE COMMUNITY PARTNERS IN CARING PROGRAM
2022
$28K
CANCER PREVENTION AND TREATMENT
2022
$25K
GENERAL SUPPORT
2022
$25K
HEALTH
2022
$25K
General & Unrestricted
2022
$20K
GENERAL FUND
2022
$20K
GENERAL OPERATING SUPPORT
2022
$20K
MEDICAL / PUBLIC SERVICES
2022
$15K
UNRESTRICTED
2022
$15K
UNRESTRICTED
2022
$10K
FBO PRESCRIBE SAFE INITIATIVE & THE INPATIENT REHABILITION UNIT (IRU)
2022
$10K
GENERAL OPERATING
2022
$8K
Chartiable
2022
$6K
HEALTHCARE ASSISTANCE
2022
$5K
GENERAL SUPPORT
2022
$5K
GENERAL OPERATING SUPPORT
2022
$5K
General Support
2022
$5K
General Support
2022
$5K
NONPROFIT TO SUPPORT HEALTH CARE
2022
$5K
GENERAL CONTRIBUTION
2022
$4K
QUALIFIED CHARITABLE EXEMPT PURPOSE
2022
$1K
HUMAN SERVICES - MULTIPURPOSE AND OTHER
2022
$100
UNRESTRICTED DONATION
2022
$150K
PROGRAM SUPPORT
2021
$140K
BILINGUAL OUTREACH/CLINICAL LIAISON
2021
$93K
For grant recipient's exempt purposes
2021
$93K
For grant recipient's exempt purposes
2021
$43K
NONPROFIT TO SUPPORT HEALTH CARE
2021
$30K
CANCER PREVENTION AND TREATMENT
2021
$30K
CONTRIBUTIONS ARE FOR UNRESTRICTED PURPOSES
2021
$25K
SUPPORT THE COMMUNITY PARTNERS IN CARING PROGRAM
2021
$20K
Hospice/general healthcare and Woman's Forum
2021
$15K
UNRESTRICTED
2021
$10K
TO AID IN THE OPERATIONS
2021
$10K
GENERAL SUPPORT
2021
$10K
COVID-19 Fund
2021
$4K
QUALIFIED CHARITABLE EXEMPT PURPOSE
2021
$1K
HUMAN SERVICES - MULTIPURPOSE AND OTHER
2021
$4.0M
GENERAL SUPPORT
2020
$500K
LOCAL COVID FUND
2020
$500K
GENERAL OPERATIONS
2020
$267K
For grant recipient's exempt purposes
2020
$102K
UNRESTRICTED
2020
$100K
HEALTH CARE
2020
$100K
To fund the purchase of Personal Protection Equipment (PPE) for the doctors, nurses and staff of the Community Hospital of the Monterey Peninsula
2020
$60K
GENERAL SUPPORT
2020
$50K
Charitable Contribution
2020
$50K
HEALTH
2020
$30K
UNRESTRICTED GENERAL SUPPORT
2020
$30K
PROGRAM SERVICES
2020
$25K
TO PROVIDE FUNDS FOR PATIENT CARE
2020
$25K
TO PROVIDE FUNDS FOR PATIENT CARE
2020
$25K
MEDICAL / PUBLIC SERVICES
2020
$25K
SUPPORT THE COMMUNITY HOSPITAL PARTNERS IN CARING PROGRAM
2020
$15K
UNRESTRICTED
2020
$10K
Commitment to Montage's COVID-19 Fund
2020
$10K
GENERAL SUPPORT
2020
$9K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$5K
MEDICAL
2020
$5K
GENERAL PURPOSE
2020
$5K
GENERAL FUND
2020
$5K
GENERAL CONTRIBUTION
2020
$3K
QUALIFIED CHARITABLE EXEMPT PURPOSE
2020
$3K
IMPROVING HEALTH OF COMMUNITY
2020
$3K
MEDICAL
2020
$2K
Hospice/general healthcare and Woman's Forum
2020
$1K
HUMAN SERVICES - MULTIPURPOSE AND OTHER
2020
$500
General Support
2020
$1.3M
For grant recipient's exempt purposes
2019
$50K
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
2019
$35K
GENERAL SUPPORT
2019
$25K
HEALTH AND HUMAN SERVICES
2019
$25K
UNRESTRICTED GENERAL SUPPORT
2019
$1K
HUMAN SERVICES - MULTIPURPOSE AND OTHER
2019
$100K
General & Unrestricted
2018
$100K
Charitable Contribution
2018
$68K
For grant recipient's exempt purposes
2018
$50K
MEDICAL
2018
$20K
TO SUPPORT Hospice of the Central Coast
2018
$18K
Hospice/general healthcare and Woman's Forum
2018
$17K
MEDICAL
2018
$16K
UNRESTRICTED CONTRIBUTION
2018
$14K
CHARITABLE
2018
$10K
Kids eat right
2018
$2K
General Support
2018

Funded by

$43.1M from 87 funders · 205 grants · 2017–2024

Community Hospital Of The Monterey

$20.6M · 4 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$7.4M · 8 grants · 2017–2023

Montage Health

$3.8M · 4 grants · 2020–2024

The Bessemer Giving Fund

$3.5M · 4 grants · 2019–2023

Chez Family Foundation

$884K · 4 grants · 2021–2024

Donor Advised Charitable Giving Inc

$874K · 7 grants · 2017–2023

William T & Frances D Grant

$425K · 2 grants · 2018–2020

Morgan Stanley Global Impact Funding Trust Inc

$405K · 4 grants · 2019–2024

Details

EIN812889645
NTEE codeE11
Subsection03
Ruling date2016-08
Formed2016
Employees17
Volunteers49
MONTAGE HEALTH FOUNDATION — Mission, Financials & Grants Received | Grantivo