Montage Health Foundation

Nonprofit profile at a glance

EIN
812889645
IRS 990 coverage
2017–2024
Official website data refreshed
Aug 2026
Forms available
Form 990 2024, Form 990-N 2016
Location
Monterey, CA, USA
Phone
(831) 658-3630
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$34,245,045
Expenses
$19,713,707
Assets
$225,784,836
Liabilities
$1,715,002

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

30 people listed

Executive titles in this filing

  • STEVEN PACKER MD (EX OFFICIO - PRESIDENT & CEO)
  • SCOTT CLEGG (EX-OFFICIO - PRESIDENT OF THE AUXI)

Highest reported compensation

  • STEVEN PACKER MD (EX OFFICIO - PRESIDENT & CEO): $2,566,012 total reported compensation
  • MATTHEW MORGAN (EX OFFICIO - VP/CFO): $976,231 total reported compensation
  • CRAIG STAUFFER MD (DIRECTOR): $707,540 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To bring hope and better health to Monterey County.

What it reported doing in 2024

The foundation provides support for various other programs within the montage health family. Examples include programs for outpatient immunology service, cancer prevention and support groups, physician retention and engagement, pediatric wellness, diabetes prevention, substance abuse prevention, heart safety, and innovative systems such as epic-dax copilot.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 85% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 71
  • Accountability: 81
  • Sustainability: 86
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.8%; rating input score 66
  • Program expense ratio: 77.9%; rating input score 78
  • Fundraising efficiency: $7.67 raised per $1 spent on fundraising; rating input score 31; 31st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 83.3%; rating input score 83; 17th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 42.4%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 11.45; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 93; 93rd percentile among comparable filings
  • Officer compensation ratio: 6.1%; rating input score 42; 42nd percentile among comparable filings

Growth

  • Program expense growth: 29% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: -19.4% per year; rating input score 0; 0th percentile among comparable filings
  • Asset growth: 6.7% per year; rating input score 100; 47th percentile among comparable filings

Details

  • What they do: 3 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 65.8% of revenue deployed · 77.9% of spending went to programs
  • Governance: 20 of 24 board members independent · 7 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $15.4M in reported program spending
  • Leadership: top reported pay $2.6M · 30 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $178K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 17 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 31/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 42/100.