Montage Health
Montage Health at a glance
In short: Montage Health gave $13.0M across 3 grants in 2024 (avg $4.3M), mostly in California. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $13,006,452
- +162.6% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $4,335,484
- +250.2% vs 2023
- Median grant
- $1,147,336
- Total assets
- $1,748,211,474
- +10.3% 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 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Community Hospital of the Monterey Peninsula ($11.3M). Together the top 3 received $13.0M.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was in the $500K–1M range: 6 grants of 18 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
How Montage Health gives
- Giving fell 38% 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 $5.0M (2023) to $24.1M (2020). In 2024 it made 3 grants totaling $13.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Hospital of the Monterey Peninsula Monterey, CA | General Operations | $11,339,048 |
| Montage Health Foundation Monterey, CA | Art Program & Volunteer Services | $1,147,336 |
| Aspire Health Plan Monterey, CA | General Operations | $520,068 |
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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 | $1,748,211,474 | $122,060,748 | $50,182,936 | $13,006,452 | 3 | $65,797,985 |
| 2023 | $1,584,360,612 | $159,112,054 | $60,407,417 | $4,952,099 | 4 | $24,345,378 |
| 2022 | $1,374,704,648 | $340,757,665 | $34,309,667 | $5,465,952 | 3 | $37,249,447 |
| 2021 | $1,477,744,966 | $42,567,907 | $47,480,157 | $20,935,969 | 5 | $30,099,547 |
| 2020 | $1,194,971,781 | $24,934,735 | $50,715,538 | $24,055,016 | 3 | $14,171,820 |
About Montage Health
Based on IRS filings
Montage Health 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 $1.7B in total assets. In 2024, it awarded 3 grants totaling $13.0M. Net investment income was $65.8M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Montage Health is led by Steven Packer MD, President & Chief Executive Officer since 2021 (on filings since 2020); none of the 27 officers listed in 2024 report compensation.
Officers on the 2024 filing
Steven Packer MD
President & Chief Executive Officer
President & CEO → President & Chief Executive Officer, 2021
On filings since 2020
10 hrs/week
No compensation reported
Mark Carvalho MD
Vice President, CEO of Mmg & Mogo
On filings since 2022
No compensation reported
Bill Warner
Chair
Secretary → Vice Chair, 2022
Vice Chair → Chair, 2023
On filings since 2020
2 hrs/week
No compensation reported
Carrie Pentta
Trustee
On filings since 2020
1 hr/week
No compensation reported
John O'Brien
Trustee
On filings since 2020
1 hr/week
No compensation reported
Mimi Hahn
Trustee
On filings since 2020
1 hr/week
No compensation reported
Stan McKee
Trustee
Vice Chair → Trustee, 2022
On filings since 2020
1 hr/week
No compensation reported
Kiran Kamath
Trustee
On filings since 2022
1 hr/week
No compensation reported
Luis Alvarez
Trustee
On filings since 2022
1 hr/week
No compensation reported
Martha Blum MD
Trustee
On filings since 2022
1 hr/week
No compensation reported
Casey Grover MD
Trustee
On filings since 2023
1 hr/week
No compensation reported
Margi Wiest
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Ryan Edwards
Trustee
On filings since 2023
1 hr/week
No compensation reported
Jim Cummings
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Kevin Mahoney
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Leslie Magid Higgins
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Cynthia Peck
Former Vice President & Post Acute Services
Vice President → Vice President & Acute Svcs, 2022
Vice President & Acute Svcs → Former Vice President & Post Acute Services, 2024
On filings since 2020
No compensation reported
Deborah Sober
Vice President & Chief Nursing Officer
Vice President & Nursing-Administration → Vice President & Chief Nursing Officer, 2022
On filings since 2020
5 hrs/week
No compensation reported
Matthew Morgan
Vice President & Chief Financial Officer
Vice President & CFO → Vice President & Chief Financial Officer, 2022
On filings since 2020
10 hrs/week
No compensation reported
Patrick Burke
Vice Chair
Trustee → Vice Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Steven Cabrales MD
Vice President & Chief Medical Officer
Vice President Medical Affairs → Vice President & Chief Medical Officer, 2022
On filings since 2020
5 hrs/week
No compensation reported
Susan Swick
Vice President & Chief Mental Health Officer
Physician in Chief → Vice President & Chief Mental Health Officer, 2022
On filings since 2020
5 hrs/week
No compensation reported
Daniel Chibaya
Vice President & Chief Operating Officer
Vice President & Operations → Vice President & Chief Operating Officer, 2023
On filings since 2022
5 hrs/week
No compensation reported
Gregory Smorzewski
Vice President & Chief Human Resources Officer
Vice President & Chro → Vice President & Chief Human Resources Officer, 2023
On filings since 2022
10 hrs/week
No compensation reported
Kevin Causey
Vice President & Chief Development Officer
On filings since 2022
10 hrs/week
No compensation reported
Paul Conocenti - Vp Chief
Information Officer
New on the 2024 filing
10 hrs/week
No compensation reported
Randall Charles
Secretary
New on the 2024 filing
3 hrs/week
No compensation reported
Former officers (14)
- Former: Gene Hill (2020–2023) — Trustee
- Former: Laura Zehm (2020–2023) — Former Senior Vice President & CAO
- Former: Randy Charles (2020–2023) — Secretary
- Former: William Young (2020–2023) — Trustee
- Former: Paul Conocenti (2021–2023) — Vice President & Chief Information Officer
- Former: Guru Khalsa MD (2020–2022) — Trustee
- Former: Kathleen Bang (2020–2022) — Chair
- Former: Leslie Snorf (2020–2022) — Trustee
- Former: Tim Nylen (2020–2022) — Vice President & CCO
- Former: Diana Busman (2020–2021) — Trustee
- Former: Phil Wilhelm (2020–2021) — Trustee
- Former: Sharon Wesley MD (2020–2021) — Trustee
- Former: Anthony Chavis (2020) — Vice President & Chief Medical Officer
- Former: Mary Ann Leach (2020) — Vice President & Chief Information Officer
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
How much does Montage Health give each year?
Montage Health gave $13.0M across 3 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $5.0M across 4 grants.
What is Montage Health's typical grant size?
Montage Health's median grant in 2024 was $1,147,336, and its average grant was $4,335,484, across 3 grants on its 2024 IRS Form 990.
Where does Montage Health give grants?
Montage Health 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 (3 grants).
Does Montage Health give general operating support?
Yes: 67% of Montage Health's 2024 grants with a stated purpose (2 of 3) were for general or operating support, per its 2024 IRS Form 990.
How large is Montage Health?
Montage Health reported $1.7B in total assets on its 2024 IRS Form 990. Its revenue that year was $122.1M.
What is Montage Health?
Montage Health is a public charity focused on Health, based in Monterey, CA. It holds $1.7B in total assets as of 2024.
What is Montage Health's EIN?
Montage Health's EIN (Employer Identification Number) is 94-2789696. 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
Explore Open Grants
Browse active grant opportunities in Montage Health's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Montage Health Foundation
Monterey, CA
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.
Assets
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Community Hospital of the Monterey Peninsula
Monterey, CA
Community Hospital of the Monterey funds healthcare and community health programs, including clinic support, disaster relief, and services related to housing, youth development, food access, and cancer support, primarily in the Monterey Peninsula and surrounding communities. Its 2024 grants ranged from $6,150 to $43,979,461, with a median of $15,000. No information is provided on whether it accepts unsolicited requests.
Assets
$710.7M
Grants
44
Total Given
$51.6M
One Oak Foundation
Marina Del Rey, CA
Assets
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Kolitz Foundation Inc
Austin, TX
Assets
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Frankel Family Foundation
Houston, TX
The Frankel Family Foundation supports education, medical research, and other charitable organizations, with most 2025 funding going to Texas recipients. Its 2025 grants ranged from $5,000 to $250,000, with a median of $27,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
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The Jager Family Foundation
Mission Woods, KS
The Jager Family Foundation supports organizations in higher education, health, education, arts, disability services, and community and family services, with recent grants concentrated in Maryland, Kansas, and Missouri. In 2025, its 20 grants totaled $348,760, with a median award of $2,500 and awards ranging from $100 to $150,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
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