Montage Health Foundation

Organization Overview

Montage Health Foundation is located in Monterey, CA. The organization was established in 2016. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. As of 12/2021, Montage Health Foundation employed 22 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montage Health Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2021, Montage Health Foundation generated $32.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (25.7%) each year. All expenses for the organization totaled $16.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.

Since 2017, Montage Health Foundation has awarded 23 individual grants totaling $29,975,979. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

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, A GIFT SHOP, AND THE ART PROGRAM.

Describe the Organization's Program Activity:

Part 3 - Line 4a

THE FOUNDATION PROVIDED $2,787,966 IN GRANTS FOR OHANA, CHOMP'S CHILD BEHAVIORAL HEALTH PROGRAM, TO SUPPORT OPERATIONS AND SCHOOL THERAPY PROGRAMS.


THE FOUNDATION PROVIDED $2,026,600 IN GRANTS TO MONTAGE MEDICAL GROUP IN SUPPORT OF PHYSICIAN RECRUITMENT, ENGAGEMENT, AND TRAINING.


THE FOUNDATION PROVIDED $887,833 TO ASPIRE IN SUPPORT OF COMMUNITY HEALTH PROGRAMS SUCH AS DIABETES PREVENTION AND CARE MANAGEMENT.


THE FOUNDATION PROVIDES SUPPORT FOR VARIOUS OTHER PROGRAMS WITHIN THE MONTAGE HEALTH FAMILY. EXAMPLES INCLUDE PROGRAMS FOR OUTPATIENT IMMUNOLOGY SERVICE, COVID-19 COMMUNITY IMMUNIZATION CLINICS, DIGITAL HEALTH, CRISIS PREVENTION TRAINING, CANCER PREVENTION AND SUPPORT GROUPS, PHYSICIAN RETENTION AND ENGAGEMENT, MOBILE CLINIC, SUBSTANCE ABUSE PREVENTION, AND PALLIATIVE MEDICINE.


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Board, Officers & Key Employees

Name (title)Compensation
Matthew Morgan
Ex Officio - Vp/cfo, Monta
$0
Randall Charles
Chair
$0
Leslie Snorf
Vice Chair
$0
Steven Packer MD
Ex Officio - Ceo, Montage
$0
Sharon Meresman
Secretary
$0
Kevin Causey
Vp/chief Development Offic
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Susan Krane Consulting
Art Program Consultant
$124,381
Alla Zelster
Event Production
$111,875
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$4,477,690
Government grants $910,110
All other contributions, gifts, grants, and similar amounts not included above$16,928,089
Noncash contributions included in lines 1a–1f $1,666,055
Total Revenue from Contributions, Gifts, Grants & Similar$22,315,889
Total Program Service Revenue$0
Investment income $10,326,124
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $51,438
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $242,384
Miscellaneous Revenue$0
Total Revenue $32,937,422

Grants Awarded

Over the last fiscal year, Montage Health Foundation has awarded $8,801,121 in support to 5 organizations.

Grant RecipientAmount

COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

Org PageRecipient Profile

Monterey, CA

PURPOSE: OHANA BEHAVIORAL HEALTH, COVID-19 CLINICS, CRISIS PREVENTION, BIRTHING, HOSPICE, SUPPORT GROUPS

$4,786,398

MONTAGE MEDICAL GROUP

Org PageRecipient Profile

Monterey, CA

PURPOSE: PHYSICIAN RECRUITMENT AND TRAINING, OUTPATIENT IMMUNOLOGY SERVICES

$2,451,600

Monterey, CA

PURPOSE: PRESCRIBE SAFE, YOUTH OUTREACH, DIGITAL HEALTH, PHYSICIAN ENGAGEMENT, SCHOOL OF NURSING

$675,290

COMMUNITY HEALTH INNOVATIONS LLC

PURPOSE: DIABETES PREVENTION AND EDUCATION, CARE MANAGEMENT, MEAL DELIVERY, HEALTH ACCESS

$588,001

ASPIRE HEALTH PLAN

Org PageRecipient Profile

Monterey, CA

PURPOSE: CARE MANAGEMENT SERVICES

$299,832
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 13 grants that Montage Health Foundation has recieved totaling $6,064,690.

Awarding OrganizationAmount
Community Hospital Of The Monterey Peninsula

Monterey, CA

PURPOSE: GENERAL SUPPORT

$3,819,690
The Bessemer Giving Fund

Woodbridge, NJ

PURPOSE: GENERAL SUPPORT

$1,050,000
Montage Health

Monterey, CA

PURPOSE: GENERAL OPERATIONS

$658,000
Arizona Community Foundation

Phoenix, AZ

PURPOSE: PROGRAM SUPPORT

$150,000
Hospice Giving Foundation

Monterey, CA

PURPOSE: BILINGUAL OUTREACH/CLINICAL LIAISON

$140,000
Schwab Charitable Fund

San Francisco, CA

PURPOSE: HEALTH

$86,300
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$62,850,298
Earnings$16,585,166
Net Contributions$150,060
Other Expense$2,825,401
Grants$9,590
Ending Balance$76,750,533

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