MONTAGE HEALTH Charity Report

Public IRS 990 nonprofit record

MONTAGE HEALTH

EIN 94-2789696 · Health Care (E110)

What they do

to PROVIDE SUPPORT SERVICES to THE COMMUNITY HOSPITAL of THE MONTEREY PENINSULA and ITS AFFILIATES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $59.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

24.42%of revenue went to mission work59.4% of expenses · Program services

$41.11spent for every $100 of revenueRevenue covered expenses this year.

16.70%of revenue went to management and office costs40.6% of expenses

$34.84in assets for every $1 spent this yearSome assets cannot be spent right away.

37.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $633,933 for STEVEN PACKER MD (PRESIDENT/CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$122,060,748

Mission workProgram services$29,801,83624.42% of revenue59.4% of expenses

ManagementOffice and general costs$20,381,10016.70% of revenue40.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$71,877,81258.89% of revenueShown in gray on the chart

Total expenses$50,182,93641.11% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 59.4% mission · 40.6% management · 0.0% fundraisingTotal expenses: 41.11% of revenue

2023Expense mix: 46.1% mission · 53.9% management · 0.0% fundraisingTotal expenses: 37.97% of revenue

2022Expense mix: 67.3% mission · 32.7% management · 0.0% fundraisingTotal expenses: 10.07% of revenue

2021Expense mix: 46.1% mission · 53.9% management · 0.0% fundraisingTotal expenses: 111.54% of revenue

2020Expense mix: 86.8% mission · 13.2% management · 0.0% fundraisingTotal expenses: 203.39% of revenue

2019Expense mix: 84.6% mission · 15.4% management · 0.0% fundraisingTotal expenses: 77.17% of revenue

2018Expense mix: 81.4% mission · 18.6% management · 0.0% fundraisingTotal expenses: 38.48% of revenue

2017Expense mix: 92.1% mission · 7.9% management · 0.0% fundraisingTotal expenses: 239.23% of revenue

Money in and money out

Revenue$122,060,748

Expenses$50,182,936

Annual surplus $71,877,812 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$29,801,836 · 59.4% of expenses

Management and office costs$20,381,100 · 40.6% of expenses

See all reported dollar amounts

Revenue$122,060,748

Expenses$50,182,936

Assets$1,748,211,474

Income$163,610,083

Contributions$45,420,141

Mission work (program services)$29,801,836

Grants given$80,859,733

Average grant$3,369,156

Management and general$20,381,100

Executive compensation (total)$96,813

Stocks and bonds$237,824,037

Accounting fees$84,000

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

STEVEN PACKER MDPRESIDENT/CHIEF EXECUTIVE OFFICER · 10 hrs/week $633,933Base · Other $633,933

MATTHEW MORGANVP, CHIEF FINANCIAL OFFICER · 10 hrs/week $163,123Base · Other $163,123

SUSAN SWICKVP, CHIEF MENTAL HEALTH OFFICER · 5 hrs/week $141,895Base · Other $141,895

MARK CARVALHO MDVP, CEO OF MMG AND MOGO $128,182Base · Other $128,182

STEVEN CABRALES MDVP, CHIEF MEDICAL OFFICER · 5 hrs/week $121,628Base · Other $121,628

DEBORAH SOBERVP, CHIEF NURSING OFFICER · 5 hrs/week $119,713Base · Other $119,713

GREGORY SMORZEWSKIVP, CHIEF HUMAN RESOURCES OFFICER · 10 hrs/week $107,637Base · Other $107,637

DANIEL CHIBAYAVP, CHIEF OPERATING OFFICER · 5 hrs/week $94,579Base · Other $94,579

KEVIN CAUSEYVP, CHIEF DEVELOPMENT OFFICER · 10 hrs/week $85,852Base · Other $85,852

MARTHA BLUM MDTRUSTEE (THRU 12/24) · 1 hrs/week $52,076Base · Other $52,076

PAUL CONOCENTI - VP CHIEFINFORMATION OFFICER (THRU 5/24) · 10 hrs/week $25,340Base · Other $25,340

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

STEVEN PACKER MDPRESIDENT/CHIEF EXECUTIVE OFFICER

MATTHEW MORGANVP, CHIEF FINANCIAL OFFICER

SUSAN SWICKVP, CHIEF MENTAL HEALTH OFFICER

MARK CARVALHO MDVP, CEO OF MMG AND MOGO

STEVEN CABRALES MDVP, CHIEF MEDICAL OFFICER

DEBORAH SOBERVP, CHIEF NURSING OFFICER

GREGORY SMORZEWSKIVP, CHIEF HUMAN RESOURCES OFFICER

DANIEL CHIBAYAVP, CHIEF OPERATING OFFICER

KEVIN CAUSEYVP, CHIEF DEVELOPMENT OFFICER

MARTHA BLUM MDTRUSTEE (THRU 12/24)

PAUL CONOCENTI - VP CHIEFINFORMATION OFFICER (THRU 5/24)

RANDALL CHARLESSECRETARY

PATRICK BURKEVICE CHAIR

MIMI HAHNTRUSTEE

RYAN EDWARDSTRUSTEE

STAN MCKEETRUSTEE

LUIS ALVAREZTRUSTEE

MARGI WIESTTRUSTEE

BILL WARNERCHAIR

LESLIE MAGID HIGGINSTRUSTEE

KIRAN KAMATHTRUSTEE

KEVIN MAHONEYTRUSTEE

JOHN OBRIENTRUSTEE

JIM CUMMINGSTRUSTEE

CYNTHIA PECKFORMER VP/POST ACUTE SERVICES

CASEY GROVER MDTRUSTEE (THRU 12/24)

CARRIE PENTTATRUSTEE

About this charity

Recognized since: January 1982
Location: PO BOX HH, MONTEREY, CA 93942
County: Monterey
In care of: LAURA MCMAHON
Primary officer: LAURA MCMAHON, INTERIM CFO

How to reach them

WebsiteVisit the charity’s website Phone(831) 624-5311 Officer phone(831) 625-4821

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Health Care (E110)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes