Public Charity

MONTAGE HEALTH FOUNDATION

Based in MONTEREY, CA, MONTAGE HEALTH FOUNDATION operates as a Public Charity. The organization reported $34.2M in revenue, $19.7M in expenses, $225.8M in total assets for fiscal year 2024. Imperigo tracks 103 reported grant relationships connected to this organization totaling approximately $78.5M.

EIN: 812889645 MONTEREY, CA Single Organization Support NTEE: E11 Latest filing: 2024
Total Revenue$34.2M
Total Expenses$19.7M
Total Assets$225.8M
Grant Records103
Funding Total$78.5M
Filing Years2019–2024

Mission

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.

Where $100 goes at Montage Health Foundation

How Montage Health Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$85 Programs the work itself
$5 Management running the organization
$10 Fundraising raising the next dollar

Inside the $85 for programs

$42
The foundation provides support for various other programs within the montage health family
49% of program spending
$24
The foundation provided $4,274,591 in grants for ohana, community hospital of the Monterey peninsula's ("chomp") child behavioral health program, to support operations and school therapy programs
28% of program spending
$11
The foundation provided $2,013,000 in grants to montage medical group in support of physician recruitment, engagement, and training
13% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CHAIR OF MONTAGE HEALTH (THRU 12/24) Bill Warner - Ex-Officio -
COMMUNITY ENGAGEMENT OFFICER Carrie Creasey
DIRECTOR (THRU 12/24) Clark Struve
DIRECTOR Clayton Larson
DIRECTOR (THRU 12/24) Craig Geiler Md
DIRECTOR Craig Stauffer Md

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$68,591,466 53 grants
Health & Medicine
$7,177,638 40 grants
Arts & Culture
$2,330,557 2 grants
Food Assistance & Nutrition
$25,000 1 grant
Fundraising & Sponsorship
$10,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $34.2M $19.7M $225.8M
2023 $28.2M $83.9M $198.9M
2022 $30.2M $17.3M $229.2M
2020 $18.6M $10.4M $191.2M
2019 $16.8M $11.0M $167.0M

Between 2019 and 2024, reported annual revenue grew from $16.8M to $34.2M (+104%), with total assets most recently reported at $225.8M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for MONTAGE HEALTH FOUNDATION

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