SEE SCHEDULE O.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7B
+10.3% YoY
Annual Giving
$13.0M
+164.1% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$4.3M
+164.1% YoY
About Montage Health
Based on IRS filings
Montage Health 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 $1.7B in total assets. In 2024, it awarded 3 grants totaling $13.0M. Net investment income was $65.8M.
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 | $1,748,211,474 | $1,584,360,612 | $1,374,704,648 |
| Revenue | $122,060,748 | $159,112,054 | $340,757,665 |
| Expenses | $50,182,936 | $60,407,417 | $34,309,667 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $65,797,985 | $24,345,378 | $37,249,447 |
| 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 3 recipients in 2024
Grant Size Distribution
17 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 ($11,339,048), Montage Health Foundation ($1,147,336), Aspire Health Plan ($520,068).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTAGE HEALTH FOUNDATION MONTEREY, CA | ART PROGRAM & VOLUNTEER SERVICES | $1,147,336 |
| COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA MONTEREY, CA | GENERAL OPERATIONS | $11,339,048 |
| ASPIRE HEALTH PLAN MONTEREY, CA | GENERAL OPERATIONS | $520,068 |
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 | PRESIDENT/CHIEF EXECUTIVE OFFICER | 10 | — |
| SUSAN SWICK | VP, CHIEF MENTAL HEALTH OFFICER | 5 | — |
| MATTHEW MORGAN | VP, CHIEF FINANCIAL OFFICER | 10 | — |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO | — | — |
| STEVEN CABRALES MD | VP, CHIEF MEDICAL OFFICER | 5 | — |
| DEBORAH SOBER | VP, CHIEF NURSING OFFICER | 5 | — |
| CYNTHIA PECK | FORMER VP/POST ACUTE SERVICES | — | — |
| GREGORY SMORZEWSKI | VP, CHIEF HUMAN RESOURCES OFFICER | 10 | — |
| DANIEL CHIBAYA | VP, CHIEF OPERATING OFFICER | 5 | — |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER | 10 | — |
| PAUL CONOCENTI - VP CHIEF | INFORMATION OFFICER (THRU 5/24) | 10 | — |
| MARTHA BLUM MD | TRUSTEE (THRU 12/24) | 1 | — |
| CASEY GROVER MD | TRUSTEE (THRU 12/24) | 1 | — |
| BILL WARNER | CHAIR | 2 | — |
| PATRICK BURKE | VICE CHAIR | 1 | — |
| RANDALL CHARLES | SECRETARY | 3 | — |
| LUIS ALVAREZ | TRUSTEE | 1 | — |
| JIM CUMMINGS | TRUSTEE | 1 | — |
| RYAN EDWARDS | TRUSTEE | 1 | — |
| MIMI HAHN | TRUSTEE | 1 | — |
| KIRAN KAMATH | TRUSTEE | 1 | — |
| LESLIE MAGID HIGGINS | TRUSTEE | 1 | — |
| KEVIN MAHONEY | TRUSTEE | 1 | — |
| STAN MCKEE | TRUSTEE | 1 | — |
| JOHN O'BRIEN | TRUSTEE | 1 | — |
| CARRIE PENTTA | TRUSTEE | 1 | — |
| MARGI WIEST | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Montage Health?
Montage Health is a nonprofit organization focused on Health, based in MONTEREY, CA. It holds $1.7B in total assets as of 2024.
How large is Montage Health?
As of 2024, Montage Health holds $1.7B in total assets with $122.1M in annual revenue. It awarded 3 grants totaling $13.0M in 2024.
Where does Montage Health operate?
Montage Health has awarded grants in California.
What size grants does Montage Health award?
In 2024, Montage Health awarded 3 grants totaling $13.0M — an average of about $4.3M per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Montage Health'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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