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Montage Health Foundation

Monterey, CA · EIN 81-2889645 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Montage Health Foundation reported $34.2 million in revenue and $19.7 million in expenses for calendar year 2024. Of every $100 it spent, $77.90 went to program services, $8.02 to management and general costs and $14.08 to fundraising. Its largest source of revenue was contributions and grants: 62.2% of the total. The highest compensation it reported for one person was $2,566,012 (EX OFFICIO - PRESIDENT & CEO). Revenue rose 104% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $20M

For context, the median across 5,634 covered health care charities: $86.19 programs, $13.81 management, $0.00 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $34M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 5,634 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
77.9%85.6%
Management & general
Part IX 25(C) ÷ 25(A)
8.0%13.7%
Fundraising
Part IX 25(D) ÷ 25(A)
14.1%0.0%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.13$0.00
Contributions & grants share of revenue
Part VIII 1h ÷ 12
62.2%1.3%
Government grants share of revenue
Part VIII 1e ÷ 12
0.8%0.1%
Program service revenue share
Part VIII 2g ÷ 12
0.0%93.7%
Highest reported compensation
Part VII-A, columns D–F
$2,566,012$975,831
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
13.02%1.34%
People paid over $100,000
Part VII, line 2
027
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
136.46.6
Independent voting board members
Part VI 1a–1b
20 of 2488.9%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$4.3M expenses · 27.8% of program spending · grants $4.3M

The foundation provided $4,274,591 in grants for ohana, community hospital of the monterey peninsula's ("chomp") child behavioral health program, to support operations and school therapy programs

$2.0M expenses · 13.1% of program spending · grants $2.0M

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

$1.5M expenses · 9.7% of program spending · grants $1.5M

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

$7.6M all other programs (line 4d)

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
EX OFFICIO - PRESIDENT & CEO
Director/trustee, officer, 1.00 hrs/week
$0$1,932,079$633,933$2,566,012
EX OFFICIO - VP/CFO
Director/trustee, officer, 1.00 hrs/week
$0$813,108$163,123$976,231
DIRECTOR
Director/trustee, 1.00 hrs/week
$0$654,206$53,334$707,540
VP/CHIEF DEVELOPMENT OFFICER
Key employee, 45.00 hrs/week
$0$537,520$85,852$623,372
FOUNDATION DIRECTOR
Highest compensated employee, 40.00 hrs/week
$0$283,052$100,091$383,143
SR. PHILANTHROPY MANAGER
Highest compensated employee, 40.00 hrs/week
$0$177,011$47,546$224,557
PHILANTHROPY OFFICER
Highest compensated employee, 40.00 hrs/week
$0$151,581$53,247$204,828
PHILANTHROPY OFFICER
Highest compensated employee, 40.00 hrs/week
$0$153,780$44,304$198,084

0 people received more than $100,000 in reportable compensation from Montage Health Foundation (Part VII, line 2).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$25M$50M$75M$100M201920202021202220232024$34M$20M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$34M$20M77.9%$224M$2,566,012
2023 ⓘ$28M$84M94.2%$195M$2,738,678
2022 ⓘ$30M$17M74.0%$227M$2,595,900
2021 ⓘ$33M$16M69.6%$245M$2,418,036
2020 ⓘ$19M$10M69.0%$189M$1,376,415
2019 ⓘ$17M$11M69.7%$164M$2,347,795

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b24 · 20 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aNo
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 517
  • Volunteers Part I, line 649

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only
DISRUPTIVE DEVELOPMENT INC
Event production consultant
$178,313

Individuals listed as contractors are left out. 1 contractors were paid more than $100,000 in all.

Private foundation grants it received

21 private foundations reported grants to Montage Health Foundation totaling $614K on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Montage Health Foundation's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Montage Health Foundation, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All health care charities · Largest charities in California

Questions people ask

How much of Montage Health Foundation's spending goes to programs?

In calendar year 2024, Montage Health Foundation reported that 77.9% of its $19.7 million in expenses went to program services, 8.0% to management and general and 14.1% to fundraising (Form 990, Part IX).

How much does Montage Health Foundation pay its top executive?

The largest total compensation Montage Health Foundation reported for one person in calendar year 2024 was $2,566,012, for the role of EX OFFICIO - PRESIDENT & CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Montage Health Foundation get its money?

Of $34.2 million in revenue in calendar year 2024, 62.2% came from contributions and grants (including 0.8% from government grants) and 0.0% from program service revenue (Form 990, Part VIII).

Is Montage Health Foundation a registered charity?

The IRS lists EIN 81-2889645 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202503189349316125 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202443189349311769 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202313199349321601 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202233189349313618 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202103199349313485 · read the filing
  • 2019: Form 990 for calendar year 2019, object 202013189349313656 · read the filing

All filings for EIN 81-2889645: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.