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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$225.8M
+13.5% YoY
Annual Giving
$12.5M
-83.6% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$3.1M
-83.6% YoY
About Montage Health Foundation
Based on IRS filings
Montage Health Foundation is a nonprofit organization 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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $225,784,836 | $198,924,725 | $229,206,951 |
| Revenue | $34,245,045 | $28,216,248 | $30,198,946 |
| Expenses | $19,713,707 | $83,922,017 | $17,349,878 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $12,598,738 | $6,919,641 | $11,149,152 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Hospital of the Monterey Peninsula ($8,210,946), Montage Medical Group ($2,013,000), Aspire Health Plan ($1,359,978).
| 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 HEALTH MONTEREY, CA | PHYSICIAN ENGAGEMENT, PATIENT ASSISTANCE, AND DIGITAL HEALTH PROGRAMS | $922,994 |
| ASPIRE HEALTH PLAN MONTEREY, CA | POPULATION HEALTH, PRESCRIBE SAFETY PROGRAM, YOUTH OUTREACH & INNOVATION SOFTWARE | $1,359,978 |
| MONTAGE MEDICAL GROUP MONTEREY, CA | PHYSICIAN RECRUITMENT AND TRAINING | $2,013,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN PACKER MD | EX OFFICIO - PRESIDENT & CEO | 1 | — |
| MATTHEW MORGAN | EX OFFICIO - VP/CFO | 1 | — |
| CRAIG STAUFFER MD | DIRECTOR | 1 | — |
| ZACHARY KOONTZ MD | DIRECTOR | 1 | — |
| RYAN EDWARDS | CHAIR | 1 | — |
| KEVIN MAHONEY | VICE CHAIR | 1 | — |
| KIMBERELY NEGRI | SECRETARY | 1 | — |
| PAUL BASZUCKI | DIRECTOR | 1 | — |
| SCOTT CLEGG | EX-OFFICIO - PRESIDENT OF THE AUXI | 1 | — |
| WILLIAM DOOLITTLE | DIRECTOR | 1 | — |
| NICHOLAS FANTL | DIRECTOR (THRU 12/24) | 1 | — |
| CRAIG GEILER MD | DIRECTOR (THRU 12/24) | 1 | — |
| REBECCA HEISER | DIRECTOR | 1 | — |
| PAUL HOFFMAN | DIRECTOR | 1 | — |
| KIRAN KAMATH | DIRECTOR | 1 | — |
| CLAYTON LARSON | DIRECTOR | 1 | — |
| SHARON MERESMAN | DIRECTOR (THRU 12/24) | 1 | — |
| NANCY PEROCCHI | DIRECTOR | 1 | — |
| JOAN O'REILLY | DIRECTOR | 1 | — |
| STEFANIE SKINNER | DIRECTOR | 1 | — |
| JOANNE STORKAN | DIRECTOR | 1 | — |
| CLARK STRUVE | DIRECTOR (THRU 12/24) | 1 | — |
| KATHRYN SWANSON MD | DIRECTOR | 1 | — |
| BILL WARNER - EX-OFFICIO - | CHAIR OF MONTAGE HEALTH (THRU 12/24) | 1 | — |
| KEVIN CAUSEY | VP/CHIEF DEVELOPMENT OFFICER | 45 | — |
| MICHELLE YOUNG | FOUNDATION DIRECTOR | 40 | — |
| DEANNA ROSSI | SR. PHILANTHROPY MANAGER | 40 | — |
| JOHN HOUSEMAN | PHILANTHROPY OFFICER | 40 | — |
| DEMETRA JAMSON | PHILANTHROPY OFFICER | 40 | — |
| CARRIE CREASEY | COMMUNITY ENGAGEMENT OFFICER | 40 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Montage Health Foundation?
Montage Health Foundation is a nonprofit organization focused on Health, based in MONTEREY, CA. It holds $225.8M in total assets as of 2024.
How large is Montage Health Foundation?
As of 2024, Montage Health Foundation holds $225.8M in total assets with $34.2M in annual revenue. It awarded 4 grants totaling $12.5M in 2024.
Where does Montage Health Foundation operate?
Montage Health Foundation has awarded grants in California.
What size grants does Montage Health Foundation award?
In 2024, Montage Health Foundation awarded 4 grants totaling $12.5M — an average of about $3.1M per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Montage Health Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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