Montage Health Foundation
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, retail services, and the art and music program.
Montage Health Foundation at a glance
In short: Montage Health Foundation gave $12.5M across 4 grants in 2024 (avg $3.1M), mostly in California. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $12,506,918
- -83.6% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $3,126,730
- -83.6% vs 2023
- Median grant
- $1,686,489
- Total assets
- $225,784,836
- +13.5% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Montage Health Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Community Hospital of the Monterey Peninsula ($8.2M). Together the top 4 received $12.5M.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was in the $1–5M range: 10 grants of 22 (45%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How Montage Health Foundation gives
- Giving grew 42% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6.3M (2020) to $76.4M (2023). In 2024 it made 4 grants totaling $12.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Hospital of the Monterey Peninsula Monterey, CA | Ohana behavorial health program, nursing excellence, inpatient rehab unit modernization, aed program, cancer center support | $8,210,946 |
| Montage Medical Group Monterey, CA | Physician Recruitment and Training | $2,013,000 |
| Aspire Health Plan Monterey, CA | Population health, prescribe safety program, youth outreach & innovation software | $1,359,978 |
| Montage Health Monterey, CA | Physician Engagement, Patient Assistance, and Digital Health Programs | $922,994 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $225,784,836 | $34,245,045 | $19,713,707 | $12,506,918 | 4 | $12,598,738 |
| 2023 | $198,924,725 | $28,216,248 | $83,922,017 | $76,415,285 | 4 | $6,919,641 |
| 2022 | $229,206,951 | $30,198,946 | $17,349,878 | $10,251,278 | 4 | $11,149,152 |
| 2021 | $246,774,163 | $32,937,422 | $16,293,128 | $8,801,121 | 5 | $10,377,562 |
| 2020 | $191,182,489 | $18,572,587 | $10,434,516 | $6,318,925 | 5 | $2,770,809 |
About Montage Health Foundation
Based on IRS filings
Montage Health Foundation is a public charity focused on Health, based in Monterey, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $225.8M in total assets. In 2024, it awarded 4 grants totaling $12.5M. Net investment income was $12.6M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Montage Health Foundation is led by Steven Packer MD, Executive Officio - President & CEO since 2023 (on filings since 2020); none of the 30 officers listed in 2024 report compensation.
Officers on the 2024 filing
Steven Packer MD
Executive Officio - President & CEO
Executive Officio - CEO & Montage → Executive Officio - CEO & Montage Health, 2022
Executive Officio - CEO & Montage Health → Executive Officio - President & CEO, 2023
On filings since 2020
1 hr/week
No compensation reported
Ryan Edwards
Chair
Director → Vice Chair, 2022
Vice Chair → Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Bill Warner - Ex-Officio -
Chair of Montage Health
New on the 2024 filing
1 hr/week
No compensation reported
Clark Struve
Director
On filings since 2020
1 hr/week
No compensation reported
Clayton Larson
Director
On filings since 2020
1 hr/week
No compensation reported
Craig Geiler MD
Director
On filings since 2020
1 hr/week
No compensation reported
Joanne Storkan
Director
On filings since 2020
1 hr/week
No compensation reported
Michelle Young
Foundation Director
On filings since 2020
40 hrs/week
No compensation reported
Nicholas Fantl
Director
On filings since 2020
1 hr/week
No compensation reported
Paul Hoffman
Director
On filings since 2020
1 hr/week
No compensation reported
Rebecca Heiser
Director
On filings since 2020
1 hr/week
No compensation reported
Sharon Meresman
Director
Secretary → Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Stefanie Skinner
Director
On filings since 2020
1 hr/week
No compensation reported
William Doolittle
Director
On filings since 2020
1 hr/week
No compensation reported
Zachary Koontz MD
Director
On filings since 2021
1 hr/week
No compensation reported
Craig Stauffer MD
Director
On filings since 2022
1 hr/week
No compensation reported
Joan O'Reilly
Director
On filings since 2023
1 hr/week
No compensation reported
Kathryn Swanson MD
Director
On filings since 2023
1 hr/week
No compensation reported
Kiran Kamath
Director
On filings since 2023
1 hr/week
No compensation reported
Nancy Perocchi
Director
On filings since 2023
1 hr/week
No compensation reported
Paul Baszucki
Director
On filings since 2023
1 hr/week
No compensation reported
Kevin Causey
Vice President & Chief Development Officer
On filings since 2020
45 hrs/week
No compensation reported
Kevin Mahoney
Vice Chair
Director → Secretary, 2022
Secretary → Vice Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Matthew Morgan
Executive Officio - Vice President & CFO
Executive Officio - Vice President, CFO & Monta → Executive Officio - Vice President, CFO & Montage Health, 2022
Executive Officio - Vice President, CFO & Montage Health → Executive Officio - Vice President & CFO, 2023
On filings since 2020
1 hr/week
No compensation reported
Deanna Rossi
Senior Philanthropy Manager
On filings since 2023
40 hrs/week
No compensation reported
Demetra Jamson
Philanthropy Officer
On filings since 2023
40 hrs/week
No compensation reported
Scott Clegg
Ex-Officio - President of the Auxi
Ex-Officio - President of the Auxiliary → Ex-Officio - President of the Auxi, 2024
On filings since 2023
1 hr/week
No compensation reported
Carrie Creasey
Community Engagement Officer
New on the 2024 filing
40 hrs/week
No compensation reported
John Houseman
Philanthropy Officer
New on the 2024 filing
40 hrs/week
No compensation reported
Kimberely Negri
Secretary
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (23)
- Former: Daniel Hightower MD (2020–2023) — Director
- Former: David Benjamin III (2020–2023) — Director
- Former: Jennifer Wood (2020–2023) — Philanthropy Officer
- Former: Patrick Welton MD (2020–2023) — Director
- Former: Randall Charles (2020–2023) — Director
- Former: Robert Kavner (2020–2023) — Director
- Former: Theodore Balestreri II (2020–2023) — Director
- Former: William Tyler III (2020–2023) — Director
- Former: William Young (2020–2023) — Director
- Former: Kimberley Negri (2021–2023) — Secretary
- Former: Linda Murillo (2022–2023) — Director
- Former: Bill Warner (2023) — Ex-Officio - Chair of Montage Health Board
- Former: Kelly Lepai (2023) — Volunteer & Retail Svc Manager
- Former: John Mahoney (2020–2022) — Director
- Former: Leslie Snorf (2020–2022) — Chair
- Former: Margi Wiest (2020–2022) — Director
- Former: Craig Staffer MD (2021–2022) — Director
- Former: Kathleen Bang (2022) — Director
- Former: Diana Busman (2020–2021) — Executive Officio
- Former: Kathy Bang (2020–2021) — Director
- Former: Lynn Knoop (2020–2021) — Director
- Former: Mike Murphy (2020–2021) — Director
- Former: Stephen Schulte (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Montage Health Foundation
How much does Montage Health Foundation give each year?
Montage Health Foundation gave $12.5M across 4 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $76.4M across 4 grants.
What is Montage Health Foundation's typical grant size?
Montage Health Foundation's median grant in 2024 was $1,686,489, and its average grant was $3,126,730, across 4 grants on its 2024 IRS Form 990.
Where does Montage Health Foundation give grants?
Montage Health Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Monterey, CA (4 grants).
Does Montage Health Foundation give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Montage Health Foundation's 2024 IRS Form 990 were described as general or operating support.
How large is Montage Health Foundation?
Montage Health Foundation reported $225.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $34.2M.
What is Montage Health Foundation?
Montage Health Foundation is a public charity focused on Health, based in Monterey, CA. It holds $225.8M in total assets as of 2024.
What is Montage Health Foundation's EIN?
Montage Health Foundation's EIN (Employer Identification Number) is 81-2889645. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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Montage Health Foundation down — hundreds of funders to go?