MONTAGE HEALTH
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Cite this
Plain text MONTAGE HEALTH. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/montage-health-942789696. Retrieved 2026-11-10.
APA furp.org. (n.d.). MONTAGE HEALTH [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 10, 2026, from https://furp.org/org/montage-health-942789696
MLA “MONTAGE HEALTH.” furp.org, tax years 2010–2024, https://furp.org/org/montage-health-942789696. Accessed 10 Nov. 2026.
Retrieved 2026-11-10; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $122.1M · expenses $50.2M · assets $1.75B
- EIN
- 94-2789696
- Address
- PO BOX HH, MONTEREY, CA 93942-6032
- Website
- WWW.MONTAGEHEALTH.ORG
- NTEE code
- E11 Single Organization Support (Health Care) published (IRS Business Master File, as E110)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 1982 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE SUPPORT SERVICES TO THE COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA AND ITS AFFILIATES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
41 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Steven Packer | PRESIDENT/CHIEF EXECUTIVE OFFICER | 2010-2024 | $2,566,012 | $19,928,879 | 10 |
| Steven Cabrales | VP, CHIEF MEDICAL OFFICER | 2014-2024 | $913,289 | $7,198,189 | 4 |
| Cynthia Peck | FORMER VP/POST ACUTE SERVICES | 2010-2024 | $659,433 | $6,414,178 | 6 |
| Matthew Morgan | VP, CHIEF FINANCIAL OFFICER | 2017-2024 | $976,231 | $5,704,954 | 7 |
| Deborah Sober | VP, CHIEF NURSING OFFICER | 2018-2024 | $731,610 | $4,189,739 | 3 |
| Susan Swick | VP, CHIEF MENTAL HEALTH OFFICER | 2019-2024 | $1,019,114 | $4,024,701 | 2 |
| Kevin Causey | VP, CHIEF DEVELOPMENT OFFICER | 2017-2024 | $623,372 | $2,808,139 | 2 |
| Mark Carvalho Md | VP, CEO OF MMG AND MOGO | 2022-2024 | $920,378 | $2,682,983 | 4 |
| Gregory Smorzewski | VP, CHIEF HUMAN RESOURCES OFFICER | 2022-2024 | $653,976 | $1,688,537 | 2 |
| Daniel Chibaya | VP, CHIEF OPERATING OFFICER | 2022-2024 | $651,337 | $1,500,340 | 3 |
| Martha Blum Md | TRUSTEE (THRU 12/24) | 2022-2024 | $418,686 | $1,159,738 | 2 |
| Paul Conocenti - Vp Chief | INFORMATION OFFICER (THRU 5/24) | 2024 | $425,129 | $425,129 | 2 |
| Casey Grover Md | TRUSTEE (THRU 12/24) | 2023-2024 | $27,955 | $39,824 | 2 |
| Laura Zehm (former) | FORMER SR VP, CAO | 2010-2023 | $614,317 | $9,273,312 | 8 |
| Anthony Chavis (former) | VP, CHIEF MEDICAL OFFICER | 2010-2020 | $573,889 | $5,735,550 | 5 |
| Tim Nylen (former) | VP, CCO (THRU 5/22) | 2010-2022 | $374,762 | $5,108,092 | 6 |
| Terril Lowe (former) | FORMER VP NURSING | 2010-2019 | $102,986 | $3,581,964 | 4 |
| Elizabeth Lorenzi (former) | VP, COO CHI | 2013-2019 | $602,672 | $3,172,663 | 1 |
| Scott Kelly (former) | VP, COO ASPIRE | 2013-2019 | $585,943 | $3,044,919 | 2 |
| Steven Packer Md Ceo (former) | PRESIDENT/CEO | 2013-2014 | $1,200,998 | $2,216,536 | 4 |
| Paul Conocenti (former) | VP, CHIEF INFORMATION OFFICER | 2021-2023 | $694,967 | $1,740,977 | 2 |
| Packer Steven (former) | PRESIDENT/ CEO | 2012 | $979,624 | $979,624 | 4 |
| Zehm Laura (former) | VICE PRESIDENT/ CFO | 2012 | $560,611 | $560,611 | 4 |
| Guru Khalsa Md (former) | TRUSTEE | 2020-2022 | $174,324 | $521,894 | 3 |
| Charlene Webber Schuss (former) | CHIEF INFORMATION OFFICER | 2019 | $515,462 | $515,462 | 2 |
| Mary Ann Leach (former) | VP, CHIEF INFORMATION OFFICER | 2020 | $491,139 | $491,139 | 2 |
| Chavis Anthony (former) | VICE PRESIDENT | 2012 | $484,980 | $484,980 | 4 |
| Peck Cynthia (former) | VICE PRESIDENT | 2012 | $405,095 | $405,095 | 4 |
| Lowe Terril (former) | VICE PRESIDENT | 2012 | $385,218 | $385,218 | 4 |
| Nylen Tim (former) | VICE PRESIDENT | 2012 | $358,027 | $358,027 | 4 |
| Lorenzi Elizabeth (former) | VICE PRESIDENT | 2012 | $289,038 | $289,038 | 1 |
| Mary Anne Leach (former) | VP, CHIEF INFORMATION OFFICER | 2019 | $233,869 | $233,869 | 2 |
| Greg Spowart Md (former) | TRUSTEE | 2017 | $196,100 | $196,100 | 2 |
| Richard Kanak Md (former) | TRUSTEE | 2010-2011 | $51,728 | $114,751 | 4 |
| Gregory Spowart Md (former) | TRUSTEE | 2018 | $111,664 | $111,664 | 2 |
| Scott Kantor Md (former) | TRUSTEE | 2013-2015 | $5,550 | $95,550 | 4 |
| Donald Goldman Md (former) | TRUSTEE THROUGH 10/2014 | 2010-2014 | $3,038 | $69,786 | 4 |
| Michael Davis DO (former) | TRUSTEE | 2015 | $63,750 | $63,750 | 4 |
| Kanak Richard Md (former) | TRUSTEE | 2012 | $62,226 | $62,226 | 4 |
| Sharon Wesley (former) | TRUSTEE | 2019-2021 | $11,388 | $11,388 | 4 |
| John Ellison Md (former) | TRUSTEE | 2017-2018 | $2,475 | $2,475 | 4 |
Officers and directors, no compensation reported
59 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| John O'Brien | TRUSTEE | 2017-2024 | 1 | $0 reported | 6 |
| Ryan Edwards | TRUSTEE | 2023-2024 | 1 | $0 reported | 7 |
| Kevin Mahoney | TRUSTEE | 2024 | 1 | $0 reported | 3 |
| Kiran Kamath | TRUSTEE | 2022-2024 | 1 | $0 reported | 5 |
| Bill Warner | CHAIR | 2017-2024 | 2 | $0 reported | 7 |
| Patrick Burke | VICE CHAIR | 2020-2024 | 1 | $0 reported | 2 |
| Randall Charles | SECRETARY | 2024 | 3 | $0 reported | 4 |
| Luis Alvarez | TRUSTEE | 2022-2024 | 1 | $0 reported | 3 |
| Jim Cummings | TRUSTEE | 2024 | 1 | $0 reported | 2 |
| Mimi Hahn | TRUSTEE | 2020-2024 | 1 | $0 reported | 3 |
| Leslie Magid Higgins | TRUSTEE | 2024 | 1 | $0 reported | 1 |
| Stan Mckee | TRUSTEE | 2017-2024 | 1 | $0 reported | 5 |
| Carrie Pentta | TRUSTEE | 2023-2024 | 1 | $0 reported | 2 |
| Margi Wiest | TRUSTEE | 2023-2024 | 2 | $0 reported | 4 |
| Randy Charles (former) | SECRETARY | 2019-2023 | 3 | $0 reported | 3 |
| Gene Hill (former) | TRUSTEE (THRU 12/23) | 2014-2023 | 1 | $0 reported | 4 |
| William Young (former) | TRUSTEE (THRU 12/23) | 2015-2023 | 1 | $0 reported | 5 |
| Leslie Snorf (former) | TRUSTEE | 2019-2022 | 1 | $0 reported | 5 |
| Kathleen Bang (former) | CHAIR | 2014-2022 | 4 | $0 reported | 6 |
| Carrie Penetta (former) | TRUSTEE | 2022 | 1 | $0 reported | 1 |
| Carrie Panetta (former) | TRUSTEE | 2020-2021 | 3 | $0 reported | 2 |
| Diana Busman (former) | TRUSTEE | 2019-2021 | 1 | $0 reported | 3 |
| Phil Wilhelm (former) | TRUSTEE | 2013-2021 | 3 | $0 reported | 4 |
| Eugene Hill (former) | TRUSTEE | 2019 | 3 | $0 reported | 2 |
| Patrick Welton Md (former) | CHAIR | 2013-2019 | 12 | $0 reported | 5 |
| John Mahoney (former) | TRUSTEE (THRU 12/19) | 2010-2019 | 8 | $0 reported | 7 |
| Matthew Fritsch Md (former) | TRUSTEE | 2019 | 4 | $0 reported | 2 |
| Frederick O'Such (former) | TRUSTEE | 2013-2019 | 5 | $0 reported | 4 |
| Stephen Schulte (former) | TRUSTEE | 2010-2018 | 3 | $0 reported | 5 |
| Jane Panattoni (former) | SECRETARY | 2010-2018 | 6 | $0 reported | 4 |
| Jane Durant Jones (former) | TRUSTEE | 2017-2018 | 1 | $0 reported | 3 |
| Michael D Lyon (former) | TRUSTEE | 2013-2018 | 2 | $0 reported | 4 |
| William W Lewis (former) | TRUSTEE | 2010-2017 | 6 | $0 reported | 4 |
| Robert Kavner (former) | CHAIR | 2010-2015 | 0 | $0 reported | 7 |
| Jean Kane (former) | tRUSTEE | 2015 | 0 | $0 reported | 4 |
| Shelley Post (former) | SECRETARY | 2011-2014 | 0 | $0 reported | 7 |
| Mary Castagna (former) | TRUSTEE | 2013-2014 | 0 | $0 reported | 4 |
| Frank C Amato (former) | TRUSTEE | 2010-2013 | 0 | $0 reported | 4 |
| Glen Hiner (former) | TRUSTEE THROUGH 12/2013 | 2010-2013 | 0 | $0 reported | 4 |
| Amato Frank C (former) | CHAIR | 2012 | 0 | $0 reported | 4 |
| Anderson Jr Carsbia (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Didion James J (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Goldman Donald Md (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Hiner Glen (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Kavner Robert M (former) | VICE CHAIR | 2012 | 0 | $0 reported | 4 |
| Lewis William W (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Mahoney John (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| O'Neill Ann (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| O'Such Frederick M (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Panattoni Jane (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Post Shelley (former) | SECRETARY | 2012 | 0 | $0 reported | 4 |
| Schulte Stephen (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Welton Patrick Md (former) | TRUSTEE | 2012 | 0 | $0 reported | 4 |
| Carsbia W Anderson Jr (former) | TRUSTEE | 2010-2011 | 3 | $0 reported | 4 |
| James J Didion (former) | TRUSTEE | 2010-2011 | 5 | $0 reported | 4 |
| H James Griggs (former) | TRUSTEE | 2010-2011 | 3 | $0 reported | 4 |
| Ann O'Neill (former) | TRUSTEE | 2010-2011 | 2 | $0 reported | 4 |
| Laurie M Benjamin (former) | SECRETARY | 2010-2011 | 4 | $0 reported | 4 |
| Shelley Claudel (former) | TRUSTEE | 2010 | 5 | $0 reported | 4 |
People by year
2024 · 27 people listed · 13 paid, $10.6M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CHIEF EXECUTIVE OFFICER | 10 | $0 | $1,932,079 | $633,933 | $2,566,012 | 10 |
| SUSAN SWICK | VP, CHIEF MENTAL HEALTH OFFICER | 5 | $0 | $877,219 | $141,895 | $1,019,114 | 2 |
| MATTHEW MORGAN | VP, CHIEF FINANCIAL OFFICER | 10 | $0 | $813,108 | $163,123 | $976,231 | 7 |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO | 0 | $0 | $792,196 | $128,182 | $920,378 | 4 |
| STEVEN CABRALES MD | VP, CHIEF MEDICAL OFFICER | 5 | $0 | $791,661 | $121,628 | $913,289 | 4 |
| DEBORAH SOBER | VP, CHIEF NURSING OFFICER | 5 | $0 | $611,897 | $119,713 | $731,610 | 3 |
| CYNTHIA PECK | FORMER VP/POST ACUTE SERVICES | 0 | $0 | $659,433 | $0 | $659,433 | 6 |
| GREGORY SMORZEWSKI | VP, CHIEF HUMAN RESOURCES OFFICER | 10 | $0 | $546,339 | $107,637 | $653,976 | 2 |
| DANIEL CHIBAYA | VP, CHIEF OPERATING OFFICER | 5 | $0 | $556,758 | $94,579 | $651,337 | 3 |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER | 10 | $0 | $537,520 | $85,852 | $623,372 | 2 |
| PAUL CONOCENTI - VP CHIEF | INFORMATION OFFICER (THRU 5/24) | 10 | $0 | $399,789 | $25,340 | $425,129 | 2 |
| MARTHA BLUM MD | TRUSTEE (THRU 12/24) | 1 | $0 | $366,610 | $52,076 | $418,686 | 2 |
| CASEY GROVER MD | TRUSTEE (THRU 12/24) | 1 | $0 | $27,955 | $0 | $27,955 | 2 |
| BILL WARNER | CHAIR | 2 | $0 | $0 | $0 | $0 | 7 |
| PATRICK BURKE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| RANDALL CHARLES | SECRETARY | 3 | $0 | $0 | $0 | $0 | 4 |
| LUIS ALVAREZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JIM CUMMINGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RYAN EDWARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| MIMI HAHN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| KIRAN KAMATH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| LESLIE MAGID HIGGINS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN MAHONEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| STAN MCKEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN O'BRIEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| CARRIE PENTTA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARGI WIEST | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2023 · 26 people listed · 13 paid, $10.5M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CHIEF EXECUTIVE OFFICER | 10 | $0 | $2,188,518 | $549,960 | $2,738,478 | 10 |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO | 10 | $0 | $788,868 | $130,716 | $919,584 | 4 |
| MATTHEW MORGAN | VP, CHIEF FINANCIAL OFFICER | 10 | $0 | $758,608 | $151,303 | $909,911 | 7 |
| SUSAN SWICK | VP, CHIEF MENTAL HEALTH OFFICER | 5 | $0 | $765,783 | $135,047 | $900,830 | 2 |
| STEVEN CABRALES MD | VP, CHIEF MEDICAL OFFICER | 5 | $0 | $731,096 | $116,528 | $847,624 | 4 |
| PAUL CONOCENTI | VP, CHIEF INFORMATION OFFICER | 10 | $0 | $608,257 | $86,710 | $694,967 | 2 |
| DEBORAH SOBER | VP, CHIEF NURSING OFFICER | 5 | $0 | $586,260 | $101,333 | $687,593 | 3 |
| LAURA ZEHM | FORMER SR VP, CAO | 0 | $0 | $614,317 | $0 | $614,317 | 8 |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER | 10 | $0 | $516,568 | $85,607 | $602,175 | 2 |
| DANIEL CHIBAYA | VP, CHIEF OPERATING OFFICER | 5 | $0 | $482,326 | $93,261 | $575,587 | 3 |
| GREGORY SMORZEWSKI | VP, CHIEF HUMAN RESOURCES OFFICER | 10 | $0 | $470,243 | $102,574 | $572,817 | 2 |
| MARTHA BLUM MD | TRUSTEE | 1 | $0 | $395,084 | $13,200 | $408,284 | 2 |
| CASEY GROVER MD | TRUSTEE | 1 | $0 | $11,869 | $0 | $11,869 | 2 |
| BILL WARNER | CHAIR | 2 | $0 | $0 | $0 | $0 | 7 |
| PATRICK BURKE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| RANDY CHARLES | SECRETARY | 3 | $0 | $0 | $0 | $0 | 3 |
| LUIS ALVAREZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RYAN EDWARDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| MIMI HAHN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GENE HILL | TRUSTEE (THRU 12/23) | 1 | $0 | $0 | $0 | $0 | 4 |
| KIRAN KAMATH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STAN MCKEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN O'BRIEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| CARRIE PENTTA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM YOUNG | TRUSTEE (THRU 12/23) | 1 | $0 | $0 | $0 | $0 | 5 |
| MARGI WIEST | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2022 · 28 people listed · 15 paid, $11.2M · 0 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CHIEF EXECUTIVE OFFICER | 10 | $0 | $1,274,631 | $1,321,268 | $2,595,899 | 10 |
| LAURA ZEHM | SR VP, CAO (THRU 7/22) | 10 | $0 | $922,761 | $148,744 | $1,071,505 | 8 |
| MARK CARVALHO MD | VP, CEO OF MMG AND MOGO | 10 | $0 | $734,097 | $108,924 | $843,021 | 4 |
| SUSAN SWICK | VP, CHIEF MENTAL HEALTH OFFICER | 5 | $0 | $706,233 | $120,430 | $826,663 | 2 |
| STEVEN CABRALES MD | VP, CHIEF MEDICAL OFFICER | 5 | $0 | $700,453 | $103,371 | $803,824 | 4 |
| MATTHEW MORGAN | VP, CHIEF FINANCIAL OFFICER | 10 | $0 | $670,562 | $129,446 | $800,008 | 7 |
| CYNTHIA PECK | VP, ACUTE SVCS (THRU 4/22) | 5 | $0 | $680,960 | $32,009 | $712,969 | 6 |
| PAUL CONOCENTI | VP, CHIEF INFORMATION OFFICER | 10 | $0 | $591,453 | $81,432 | $672,885 | 2 |
| DEBORAH SOBER | VP, CHIEF NURSING OFFICER | 5 | $0 | $572,044 | $95,004 | $667,048 | 3 |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER | 10 | $0 | $475,339 | $73,664 | $549,003 | 2 |
| GREGORY SMORZEWSKI | VP, CHRO | 10 | $0 | $371,509 | $90,235 | $461,744 | 2 |
| TIM NYLEN | VP, CCO (THRU 5/22) | 5 | $0 | $348,764 | $25,998 | $374,762 | 6 |
| MARTHA BLUM MD | TRUSTEE | 1 | $0 | $320,568 | $12,200 | $332,768 | 2 |
| DANIEL CHIBAYA | VP, OPERATIONS | 5 | $0 | $252,802 | $20,614 | $273,416 | 3 |
| GURU KHALSA MD | TRUSTEE | 5 | $75,000 | $99,324 | $0 | $174,324 | 3 |
| KATHLEEN BANG | CHAIR | 4 | $0 | $0 | $0 | $0 | 6 |
| RANDY CHARLES | SECRETARY | 3 | $0 | $0 | $0 | $0 | 3 |
| BILL WARNER | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 7 |
| LUIS ALVAREZ | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| PATRICK BURKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MIMI HAHN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GENE HILL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| KIRAN KAMATH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STAN MCKEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN O'BRIEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| CARRIE PENETTA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE SNORF | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| WILLIAM YOUNG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
2021 · 23 people listed · 10 paid, $7.5M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CHIEF EXECUTIVE OFFICER | 10 | $0 | $2,144,895 | $273,141 | $2,418,036 | 10 |
| LAURA ZEHM | SR VP | 10 | $0 | $747,728 | $273,822 | $1,021,550 | 8 |
| MATTHEW MORGAN | VP, CFO | 10 | $0 | $647,582 | $143,377 | $790,959 | 7 |
| STEVEN CABRALES MD | VP MEDICAL AFFAIRS | 0 | $0 | $684,745 | $101,820 | $786,565 | 4 |
| TIM NYLEN | VP/CHIEF COMPLIANCE OFFICER | 0 | $0 | $573,530 | $126,276 | $699,806 | 6 |
| CYNTHIA PECK | VP | 0 | $0 | $489,660 | $180,319 | $669,979 | 6 |
| DEBORAH SOBER | VP, NURSING-ADMINISTRATION | 0 | $0 | $477,457 | $121,056 | $598,513 | 3 |
| PAUL CONOCENTI | VP, CHIEF INFORMATION OFFICER | 0 | $0 | $329,777 | $43,348 | $373,125 | 2 |
| GURU KHALSA MD | TRUSTEE | 4 | $85,203 | $92,438 | $0 | $177,641 | 3 |
| SHARON WESLEY MD | TRUSTEE | 2 | $3,263 | $8,125 | $0 | $11,388 | 4 |
| KATHLEEN BANG | CHAIR | 14 | $0 | $0 | $0 | $0 | 6 |
| STAN MCKEE | VICE CHAIR | 8 | $0 | $0 | $0 | $0 | 5 |
| BILL WARNER | SECRETARY | 7 | $0 | $0 | $0 | $0 | 7 |
| PATRICK BURKE | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 2 |
| DIANA BUSMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RANDY CHARLES | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 3 |
| MIMI HAHN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| GENE HILL | TRUSTEE | 6 | $0 | $0 | $0 | $0 | 4 |
| JOHN O'BRIEN | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 6 |
| CARRIE PANETTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| LESLIE SNORF | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 5 |
| PHIL WILHELM | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM YOUNG | TRUSTEE | 6 | $0 | $0 | $0 | $0 | 5 |
2020 · 25 people listed · 11 paid, $7.6M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CEO | 10 | $0 | $1,273,470 | $102,945 | $1,376,415 | 10 |
| LAURA ZEHM | SR VP | 10 | $0 | $719,570 | $256,951 | $976,521 | 8 |
| STEVEN CABRALES MD | VP MEDICAL AFFAIRS | 0 | $0 | $641,773 | $98,962 | $740,735 | 4 |
| MATTHEW MORGAN | VP, CFO | 10 | $0 | $624,558 | $107,515 | $732,073 | 7 |
| SUSAN SWICK | PHYSICIAN IN CHIEF | 2 | $0 | $639,387 | $81,339 | $720,726 | 2 |
| CYNTHIA PECK | VP | 0 | $0 | $464,329 | $181,644 | $645,973 | 6 |
| TIM NYLEN | VP | 0 | $0 | $497,772 | $120,209 | $617,981 | 6 |
| DEBORAH SOBER | VP, NURSING-ADMINISTRATION | 0 | $0 | $469,981 | $116,204 | $586,185 | 3 |
| ANTHONY CHAVIS | VP, CHIEF MEDICAL OFFICER | 15 | $0 | $555,223 | $18,666 | $573,889 | 5 |
| MARY ANN LEACH | VP, CHIEF INFORMATION OFFICER | 0 | $0 | $448,285 | $42,854 | $491,139 | 2 |
| GURU KHALSA MD | TRUSTEE | 4 | $96,813 | $73,116 | $0 | $169,929 | 3 |
| KATHLEEN BANG | CHAIR | 12 | $0 | $0 | $0 | $0 | 6 |
| STAN MCKEE | VICE CHAIR | 9 | $0 | $0 | $0 | $0 | 5 |
| BILL WARNER | SECRETARY | 3 | $0 | $0 | $0 | $0 | 7 |
| PATRICK BURKE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| DIANA BUSMAN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| RANDY CHARLES | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| MIMI HAHN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| GENE HILL | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| JOHN O'BRIEN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| CARRIE PANETTA | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| LESLIE SNORF | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| SHARON WESLEY MD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PHIL WILHELM | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM YOUNG | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
2019 · 30 people listed · 15 paid, $10.3M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | PRESIDENT CEO | 10 | $0 | $2,054,979 | $292,816 | $2,347,795 | 10 |
| LAURA ZEHM | SR VP | 10 | $0 | $726,266 | $179,317 | $905,583 | 8 |
| ANTHONY CHAVIS | VP, CHIEF MEDICAL OFFICER | 15 | $0 | $680,339 | $149,871 | $830,210 | 5 |
| STEVEN CABRALES | VP MEDICAL AFFAIRS | 0 | $0 | $629,161 | $101,293 | $730,454 | 4 |
| MATTHEW MORGAN | VP, CFO | 10 | $0 | $540,058 | $94,025 | $634,083 | 7 |
| ELIZABETH LORENZI | VP, COO CHI | 55 | $0 | $527,460 | $75,212 | $602,672 | 1 |
| TIM NYLEN | VP | 0 | $0 | $517,664 | $74,189 | $591,853 | 6 |
| SCOTT KELLY | VP, COO ASPIRE | 5 | $0 | $497,776 | $88,167 | $585,943 | 2 |
| CYNTHIA PECK | VP | 0 | $0 | $469,596 | $114,470 | $584,066 | 6 |
| SUSAN SWICK | PHYSICIAN IN CHIEF | 55 | $0 | $535,668 | $21,700 | $557,368 | 2 |
| DEBORAH SOBER | VP | 0 | $0 | $467,332 | $79,461 | $546,793 | 3 |
| CHARLENE WEBBER SCHUSS | CHIEF INFORMATION OFFICER | 55 | $0 | $448,763 | $66,699 | $515,462 | 2 |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER | 10 | $0 | $420,580 | $65,851 | $486,431 | 2 |
| MARY ANNE LEACH | VP, CHIEF INFORMATION OFFICER | 10 | $0 | $226,946 | $6,923 | $233,869 | 2 |
| TERRIL LOWE | FORMER VP NURSING | 0 | $0 | $102,986 | $0 | $102,986 | 4 |
| PATRICK WELTON MD | CHAIR | 12 | $0 | $0 | $0 | $0 | 5 |
| KATHLEEN BANG | VICE CHAIR | 9 | $0 | $0 | $0 | $0 | 6 |
| BILL WARNER | SECRETARY (START 1/19) | 3 | $0 | $0 | $0 | $0 | 7 |
| DIANA BUSMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RANDY CHARLES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MATTHEW FRITSCH MD | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 2 |
| EUGENE HILL | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| JOHN MAHONEY | TRUSTEE (THRU 12/19) | 8 | $0 | $0 | $0 | $0 | 7 |
| STAN MCKEE | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 5 |
| JOHN O'BRIEN | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 6 |
| FREDERICK O'SUCH | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| LESLIE SNORF | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| SHARON WESLEY MD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PHIL WILHELM | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM YOUNG | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
2018 · 28 people listed · 14 paid, $8.1M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | CEO, MONTAGE HEALTH | 10 | $0 | $1,177,557 | $385,978 | $1,563,535 | 10 |
| LAURA ZEHM | SVP, CFO | 10 | $0 | $701,535 | $142,193 | $843,728 | 8 |
| ANTHONY CHAVIS MD | CMO | 15 | $0 | $651,367 | $120,838 | $772,205 | 5 |
| TERRIL LOWE | VP NURSING | 0 | $0 | $670,403 | $98,424 | $768,827 | 4 |
| STEVEN CABRALES MD | VP MEDICAL AFFAIRS | 0 | $0 | $590,911 | $95,307 | $686,218 | 4 |
| ELIZABETH LORENZI | VP, COO CHI | 55 | $0 | $472,831 | $65,379 | $538,210 | 1 |
| TIM NYLEN | VICE PRESIDENT | 0 | $0 | $473,353 | $57,600 | $530,953 | 6 |
| SCOTT KELLY | VP, COO ASPIRE HEALTH PLAN | 5 | $0 | $458,438 | $72,321 | $530,759 | 2 |
| CYNTHIA PECK | VICE PRESIDENT | 0 | $0 | $428,975 | $85,468 | $514,443 | 6 |
| MATTHEW MORGAN | VP FINANCE | 10 | $0 | $403,448 | $68,527 | $471,975 | 7 |
| KEVIN CAUSEY | VP, CHIEF DEVELOPMENT OFFICER | 10 | $0 | $342,973 | $52,438 | $395,411 | 2 |
| DEBORAH SOBER | VICE PRESIDENT | 55 | $0 | $320,119 | $51,878 | $371,997 | 3 |
| GREGORY SPOWART MD | TRUSTEE | 3 | $94,250 | $17,414 | $0 | $111,664 | 2 |
| JOHN ELLISON MD | TRUSTEE | 2 | $0 | $2,475 | $0 | $2,475 | 4 |
| PATRICK WELTON MD | CHAIR | 14 | $0 | $0 | $0 | $0 | 5 |
| KATHLEEN BANG | VICE CHAIR | 9 | $0 | $0 | $0 | $0 | 6 |
| JANE PANATTONI | SECRETARY | 6 | $0 | $0 | $0 | $0 | 4 |
| JANE DURANT-JONES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| GENE HILL | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL D LYON | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| JOHN MAHONEY | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 7 |
| STAN MCKEE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 5 |
| JOHN O'BRIEN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| FREDERICK O'SUCH | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN SCHULTE | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 5 |
| BILL WARNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| PHIL WILHELM | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM YOUNG | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 5 |
2017 · 28 people listed · 12 paid, $6.7M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER | PRESIDENT/ CEO | 42 | $0 | $1,086,864 | $156,284 | $1,243,148 | 10 |
| LAURA ZEHM | VICE PRESIDENT/CFO | 42 | $0 | $681,609 | $105,996 | $787,605 | 8 |
| ANTHONY CHAVIS | VP, CHIEF MEDICAL OFFICER | 55 | $0 | $603,513 | $92,563 | $696,076 | 5 |
| STEVEN CABRALES | VP MEDICAL AFFAIRS | 55 | $0 | $575,692 | $90,473 | $666,165 | 4 |
| SCOTT KELLY | VP, COO ASPIRE | 55 | $0 | $481,035 | $86,136 | $567,171 | 2 |
| ELIZABETH LORENZI | VP, COO CHI | 55 | $0 | $462,874 | $83,646 | $546,520 | 1 |
| TERRIL LOWE | VP NURSING | 55 | $0 | $437,038 | $76,269 | $513,307 | 4 |
| CYNTHIA PECK | VICE PRESIDENT | 55 | $0 | $422,353 | $70,606 | $492,959 | 6 |
| TIM NYLEN | VICE PRESIDENT | 55 | $0 | $402,226 | $38,897 | $441,123 | 6 |
| MATTHEW MORGAN | VP FINANCE | 55 | $0 | $332,708 | $57,006 | $389,714 | 7 |
| GREG SPOWART MD | TRUSTEE | 2 | $0 | $196,100 | $0 | $196,100 | 2 |
| KEVIN CAUSEY | CHIEF DEVELOPMENT OFFICER | 54 | $0 | $138,119 | $13,628 | $151,747 | 2 |
| JOHN MAHONEY | CHAIR | 14 | $0 | $0 | $0 | $0 | 7 |
| PATRICK WELTON MD | VICE CHAIR | 7 | $0 | $0 | $0 | $0 | 5 |
| JANE PANATTONI | SECRETARY | 6 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL D LYON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| PHIL WILHELM | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| JANE DURANT JONES | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| JOHN ELLISON MD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN SCHULTE | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 5 |
| WILLIAM W LEWIS | TRUSTEE | 6 | $0 | $0 | $0 | $0 | 4 |
| KATHLEEN BANG | TRUSTEE | 6 | $0 | $0 | $0 | $0 | 6 |
| GENE HILL | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM YOUNG | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 5 |
| STAN MCKEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN O'BRIEN | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 6 |
| BILL WARNER | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| FREDERICK O'SUCH | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
2015 · 24 people listed · 11 paid, $5.7M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | President/CEO | 10 | $0 | $929,346 | $309,395 | $1,238,741 | 10 |
| Laura Zehm | Vice President/CFO | 10 | $0 | $606,752 | $102,146 | $708,898 | 8 |
| ANTHONY CHAVIS | VICE PRESIDENT/CMO | 55 | $0 | $582,678 | $88,713 | $671,391 | 5 |
| STEVEN CABRALES | VP Medical Affairs | 0 | $0 | $561,675 | $84,982 | $646,657 | 4 |
| SCOTT KELLY | VP ASPIRE HEALTH PLAN | 55 | $0 | $435,833 | $82,286 | $518,119 | 2 |
| ELIZABETH LORENZI | VP/ COO CHI | 55 | $0 | $431,050 | $81,722 | $512,772 | 1 |
| TERRIL LOWE | VP Nursing | 0 | $0 | $413,199 | $79,380 | $492,579 | 4 |
| CYNTHIA PECK | VICE PRESIDENT | 0 | $0 | $398,541 | $66,756 | $465,297 | 6 |
| TIM NYLEN | VICE PRESIDENT | 0 | $0 | $355,125 | $36,973 | $392,098 | 6 |
| Michael Davis DO | TRUSTEE | 0 | $63,750 | $0 | $0 | $63,750 | 4 |
| SCOTT KANTOR MD | TRUSTEE | 0 | $5,550 | $0 | $0 | $5,550 | 4 |
| FREDERICK M O'SUCH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| GENE HILL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| JANE PANATTONI | Secretary | 0 | $0 | $0 | $0 | $0 | 4 |
| JOHN MAHONEY | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 7 |
| KATHLEEN BANG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 6 |
| MICHAEL D LYON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| PATRICK WELTON MD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 5 |
| PHIL WILHELM | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| ROBERT M KAVNER | CHAIR | 0 | $0 | $0 | $0 | $0 | 7 |
| STEPHEN SCHULTE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 5 |
| WILLIAM W LEWIS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| Jean Kane | tRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| William Young | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 5 |
2014 · 24 people listed · 11 paid, $5.3M · 0 employees · 702 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD CEO | PRESIDENT/CEO | 10 | $0 | $901,419 | $299,579 | $1,200,998 | 4 |
| ANTHONY CHAVIS | VICE PRESIDENT | 55 | $0 | $601,987 | $73,827 | $675,814 | 5 |
| LAURA ZEHM | VICE PRESIDENT/CFO | 10 | $0 | $588,774 | $82,874 | $671,648 | 8 |
| ELIZABETH LORENZI | VP CHI | 55 | $0 | $474,400 | $37,352 | $511,752 | 1 |
| SCOTT KELLY | VP ASPIRE HEALTH PLAN | 55 | $0 | $443,359 | $49,354 | $492,713 | 2 |
| CYNTHIA PECK | VICE PRESIDENT | 0 | $0 | $396,850 | $62,683 | $459,533 | 6 |
| TERRIL LOWE | VICE PRESIDENT | 0 | $0 | $374,077 | $71,347 | $445,424 | 4 |
| TIM NYLEN | VICE PRESIDENT | 0 | $0 | $357,807 | $35,085 | $392,892 | 6 |
| STEVEN CABRALES | VICE PRESIDENT | 0 | $0 | $327,675 | $48,983 | $376,658 | 4 |
| SCOTT KANTOR MD | TRUSTEE | 0 | $60,000 | $0 | $0 | $60,000 | 4 |
| DONALD GOLDMAN MD | TRUSTEE THROUGH 10/2014 | 0 | $3,038 | $0 | $0 | $3,038 | 4 |
| FREDERICK M O'SUCH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| JANE PANATTONI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| JOHN MAHONEY | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 7 |
| MARY CASTAGNA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL D LYON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| PATRICK WELTON MD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 5 |
| PHIL WILHELM | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| ROBERT M KAVNER | CHAIR | 0 | $0 | $0 | $0 | $0 | 7 |
| SHELLEY POST | SECRETARY | 0 | $0 | $0 | $0 | $0 | 7 |
| STEPHEN SCHULTE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 5 |
| WILLIAM W LEWIS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| KATHLEEN BANG | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 6 |
| GENE HILL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2013 · 23 people listed · 10 paid, $4.4M · 0 employees · 977 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD CEO | PRESIDENT/CEO | 10 | $0 | $869,342 | $146,196 | $1,015,538 | 4 |
| LAURA ZEHM | VICE PRESIDENT/CFO | 10 | $0 | $513,929 | $78,006 | $591,935 | 8 |
| ANTHONY CHAVIS | VICE PRESIDENT | 10 | $0 | $480,696 | $70,914 | $551,610 | 5 |
| TERRIL LOWE | VICE PRESIDENT | 0 | $0 | $452,505 | $69,263 | $521,768 | 4 |
| ELIZABETH LORENZI | VP CHI | 55 | $0 | $423,600 | $37,137 | $460,737 | 1 |
| CYNTHIA PECK | VICE PRESIDENT | 0 | $0 | $373,506 | $60,485 | $433,991 | 6 |
| TIM NYLEN | VICE PRESIDENT | 0 | $0 | $363,444 | $33,733 | $397,177 | 6 |
| SCOTT KELLY | VP ASPIRE HEALTH PLAN | 55 | $0 | $307,456 | $42,758 | $350,214 | 2 |
| SCOTT KANTOR MD | TRUSTEE | 0 | $30,000 | $0 | $0 | $30,000 | 4 |
| DONALD GOLDMAN MD | TRUSTEE | 0 | $14,787 | $0 | $0 | $14,787 | 4 |
| FRANK C AMATO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| FREDERICK M O'SUCH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| GLEN HINER | TRUSTEE THROUGH 12/2013 | 0 | $0 | $0 | $0 | $0 | 4 |
| JANE PANATTONI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| JOHN MAHONEY | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 7 |
| MARY CASTAGNA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL D LYON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| PATRICK WELTON MD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 5 |
| PHIL WILHELM | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| ROBERT M KAVNER | CHAIR | 0 | $0 | $0 | $0 | $0 | 7 |
| SHELLEY POST | SECRETARY | 0 | $0 | $0 | $0 | $0 | 7 |
| STEPHEN SCHULTE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 5 |
| WILLIAM W LEWIS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2012 · 22 people listed · 8 paid, $3.5M · 0 employees · 950 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PACKER STEVEN | PRESIDENT/ CEO | 0 | $0 | $879,213 | $100,411 | $979,624 | 4 |
| ZEHM LAURA | VICE PRESIDENT/ CFO | 0 | $0 | $510,625 | $49,986 | $560,611 | 4 |
| CHAVIS ANTHONY | VICE PRESIDENT | 0 | $0 | $442,717 | $42,263 | $484,980 | 4 |
| PECK CYNTHIA | VICE PRESIDENT | 0 | $0 | $372,387 | $32,708 | $405,095 | 4 |
| LOWE TERRIL | VICE PRESIDENT | 0 | $0 | $351,135 | $34,083 | $385,218 | 4 |
| NYLEN TIM | VICE PRESIDENT | 0 | $0 | $338,536 | $19,491 | $358,027 | 4 |
| LORENZI ELIZABETH | VICE PRESIDENT | 0 | $0 | $267,163 | $21,875 | $289,038 | 1 |
| KANAK RICHARD MD | TRUSTEE | 0 | $0 | $62,226 | $0 | $62,226 | 4 |
| AMATO FRANK C | CHAIR | 0 | $0 | $0 | $0 | $0 | 4 |
| ANDERSON JR CARSBIA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| DIDION JAMES J | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| GOLDMAN DONALD MD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| HINER GLEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| KAVNER ROBERT M | VICE CHAIR | 0 | $0 | $0 | $0 | $0 | 4 |
| LEWIS WILLIAM W | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| MAHONEY JOHN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| O'NEILL ANN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| O'SUCH FREDERICK M | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| PANATTONI JANE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| POST SHELLEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 4 |
| SCHULTE STEPHEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
| WELTON PATRICK MD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2011 · 21 people listed · 8 paid, $3.1M · 0 employees · 1,040 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CEO/TRUSTEE | 55 | $0 | $837,446 | $76,446 | $913,892 | 10 |
| LAURA ZEHM | VICE PRESIDENT/CFO | 55 | $0 | $465,440 | $44,236 | $509,676 | 8 |
| ANTHONY CHAVIS MD | VICE PRESIDENT | 55 | $0 | $437,858 | $36,663 | $474,521 | 5 |
| CYNTHIA PECK | VICE PRESIDENT | 55 | $0 | $355,900 | $29,065 | $384,965 | 6 |
| TERRIL LOWE | VICE PRESIDENT | 55 | $0 | $323,805 | $28,445 | $352,250 | 4 |
| TIM NYLEN | VICE PRESIDENT | 55 | $0 | $319,310 | $17,003 | $336,313 | 6 |
| DONALD GOLDMAN MD | TRUSTEE | 2 | $51,200 | $761 | $0 | $51,961 | 4 |
| RICHARD KANAK MD | TRUSTEE | 3 | $1,163 | $50,565 | $0 | $51,728 | 4 |
| FRANK C AMATO | CHAIR | 14 | $0 | $0 | $0 | $0 | 4 |
| CARSBIA W ANDERSON JR | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| LAURIE M BENJAMIN | SECRETARY | 4 | $0 | $0 | $0 | $0 | 4 |
| SHELLEY POST | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 7 |
| JAMES J DIDION | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| H JAMES GRIGGS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| ROBERT KAVNER | VICE CHAIR | 6 | $0 | $0 | $0 | $0 | 7 |
| ANN O'NEILL | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM W LEWIS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| GLEN HINER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN SCHULTE | TRUSTEE | 6 | $0 | $0 | $0 | $0 | 5 |
| JOHN MAHONEY | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 7 |
| JANE PANATTONI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2010 · 21 people listed · 7 paid, $3.2M · 0 employees · 1,068 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEVEN PACKER MD | PRESIDENT/CEO | 55 | $0 | $803,336 | $123,592 | $926,928 | 10 |
| LAURA ZEHM | VICE PRESIDENT/CFO | 55 | $0 | $515,213 | $55,133 | $570,346 | 8 |
| ANTHONY CHAVIS MD | VICE PRESIDENT | 55 | $0 | $457,877 | $31,957 | $489,834 | 5 |
| CYNTHIA PECK | VICE PRESIDENT | 55 | $0 | $365,275 | $25,295 | $390,570 | 6 |
| TERRIL LOWE | VICE PRESIDENT | 55 | $0 | $360,001 | $24,822 | $384,823 | 4 |
| TIM NYLEN | VICE PRESIDENT | 55 | $0 | $301,972 | $31,162 | $333,134 | 6 |
| RICHARD KANAK MD | TRUSTEE | 3 | $1,088 | $61,935 | $0 | $63,023 | 4 |
| FRANK C AMATO | CHAIR | 14 | $0 | $0 | $0 | $0 | 4 |
| CARSBIA W ANDERSON JR | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| LAURIE M BENJAMIN | SECRETARY | 4 | $0 | $0 | $0 | $0 | 4 |
| SHELLEY CLAUDEL | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| JAMES J DIDION | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| H JAMES GRIGGS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| ROBERT KAVNER | VICE CHAIR | 6 | $0 | $0 | $0 | $0 | 7 |
| ANN O'NEILL | AUXILLARY PRESIDENT | 2 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM W LEWIS | TRUSTEE | 5 | $0 | $0 | $0 | $0 | 4 |
| GLEN HINER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| STEPHEN SCHULTE | TRUSTEE | 6 | $0 | $0 | $0 | $0 | 5 |
| DONALD GOLDMAN MD | CHIEF OF STAFF | 3 | $0 | $0 | $0 | $0 | 4 |
| JOHN MAHONEY | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 7 |
| JANE PANATTONI | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
Highest-paid independent contractors
2024 · 2 contractors · $229K
| Name | Location | Service | Paid |
|---|---|---|---|
| K&D LANDSCAPING INC | FREEDOM, CA | LANDSCAPING SERVICES | $121,333 |
| UNIFIED CLEANING SERVICES INC | FREEDOM, CA | CLEANING SERVICES | $107,740 |
2023 · 1 contractor · $108K
| Name | Location | Service | Paid |
|---|---|---|---|
| LULU ZHANG MD | CARMEL, CA | PHYSICIAN | $108,353 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 3 grants to organizations · $13.0M
Listed grants add up to $13,006,452; the return's “grants paid” expense line says $13,390,450. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 4 grants to organizations · $5.0M
Listed grants add up to $4,952,099; the return's “grants paid” expense line says $5,355,269. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 3 grants to organizations · $5.5M
Listed grants add up to $5,465,952; the return's “grants paid” expense line says $5,962,123. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 5 grants to organizations · $20.9M
Listed grants add up to $20,935,969; the return's “grants paid” expense line says $21,305,959. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 3 grants to organizations · $24.1M
Listed grants add up to $24,055,016; the return's “grants paid” expense line says $24,747,510. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 4 grants to organizations · $4.6M
2018 · 2 grants to organizations · $7.9M
2017 · 2 grants to organizations · $29.9M
2015 · 3 grants to organizations · $3.9M
2014 · 3 grants to organizations · $3.4M
2013 · 3 grants to organizations · $4.2M
2012 · 3 grants to organizations · $4.0M
Listed grants add up to $4,013,371; the return's “grants paid” expense line says $4,123,173. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 3 grants to organizations · $7.5M
Listed grants add up to $7,507,405; the return's “grants paid” expense line says $7,060,991. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 3 grants to organizations · $5.7M
Listed grants add up to $5,661,551; the return's “grants paid” expense line says $5,938,831. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $122,060,748 | $50,182,936 | $1,748,211,474 | $1,714,453,977 | $45,420,141 | $10,473,987 | $0 | 0 | 14 |
| 2023 · Form 990 | ||||||||
| $159,112,054 | $60,407,417 | $1,584,360,612 | $1,555,174,701 | $122,483,866 | $9,484,892 | $0 | 0 | 14 |
| 2022 · Form 990 | ||||||||
| $340,757,665 | $34,309,667 | $1,374,704,648 | $1,351,193,841 | $291,835,918 | $8,539,734 | $75,000 | 0 | 15 |
| 2021 · Form 990 | ||||||||
| $42,567,907 | $47,480,157 | $1,477,744,966 | $1,179,044,342 | $776,290 | $8,904,164 | $88,466 | 0 | 14 |
| 2020 · Form 990 | ||||||||
| $24,934,735 | $50,715,538 | $1,194,971,781 | $1,009,379,096 | $285,172 | $0 | $96,813 | 0 | 14 |
| 2019 · Form 990 | ||||||||
| $36,669,842 | $28,298,712 | $1,056,160,005 | $960,631,540 | $1,268,108 | $0 | $0 | 0 | 14 |
| 2018 · Form 990 | ||||||||
| $71,216,800 | $27,407,736 | $869,117,442 | $852,182,565 | $3,189,212 | $0 | $94,250 | 0 | 14 |
| 2017 · Form 990 | ||||||||
| $19,132,585 | $45,771,506 | $906,495,222 | $645,764,271 | $527,704 | $0 | $0 | 0 | 14 |
| 2015 · Form 990 | ||||||||
| $45,224,385 | $20,172,623 | $425,410,007 | $407,671,981 | $34,814,978 | $0 | $69,300 | 0 | 14 |
| 2014 · Form 990 | ||||||||
| $36,849,952 | $15,922,183 | $405,342,955 | $391,878,449 | $29,905,151 | $0 | $63,038 | 0 | 702 |
| 2013 · Form 990 | ||||||||
| $75,383,859 | $15,361,347 | $361,266,864 | $353,564,851 | $68,810,897 | $0 | $44,787 | 0 | 977 |
| 2012 · Form 990 | ||||||||
| $43,763,070 | $12,349,084 | $263,265,926 | $258,163,643 | $34,866,856 | $0 | $0 | 0 | 950 |
| 2011 · Form 990 | ||||||||
| $40,137,335 | $12,564,267 | $215,486,004 | $210,013,046 | $36,133,925 | $0 | $52,363 | 0 | 1,040 |
| 2010 · Form 990 | ||||||||
| $35,056,057 | $10,853,258 | $220,983,492 | $192,491,836 | $37,229,466 | $0 | $1,088 | 0 | 1,068 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA Monterey, CA · 24 people in common (Bill Warner, Carrie Pentta, Casey Grover Md) · related organization (Schedule R)
- MONTAGE HEALTH FOUNDATION Monterey, CA · 9 people in common (Bill Warner, Kevin Causey, Kevin Mahoney) · related organization (Schedule R)
- ASPIRE HEALTH PLAN Monterey, CA · 6 people in common (Bill Warner, John O'Brien, Mark Carvalho Md) · related organization (Schedule R)
- Community Hospital Properties Monterey, CA · 6 people in common (Bill Warner, Cynthia Peck, John O'Brien)
- Community Hospital Endowments Monterey, CA · 6 people in common (Bill Warner, Cynthia Peck, John O'Brien)
- MONTAGE MEDICAL GROUP Monterey, CA · 5 people in common (Mark Carvalho Md, Matthew Morgan, Randall Charles) · related organization (Schedule R)
- MOGO URGENT CARE Monterey, CA · 4 people in common (Cynthia Peck, Mark Carvalho Md, Matthew Morgan) · related organization (Schedule R)
- BOYS & GIRLS CLUBS OF MONTEREY COUNTY Seaside, CA · 2 people in common (Cynthia Peck, Ryan Edwards)
- MONTEREY JAZZ FESTIVAL Monterey, CA · 2 people in common (Luis Alvarez, Mimi Hahn)
- UNITED WAY OF MONTEREY COUNTY Salinas, CA · 2 people in common (Daniel Chibaya, Deborah Sober)
- MONTEREY PENINSULA COLLEGE FOUNDATION Monterey, CA · 2 people in common (Margi Wiest, Matthew Morgan)
- ROTARY FOUNDATION OF THE ROTARY CLUB OF MONTEREY A NONPROFIT BENE Monterey, CA · 2 people in common (Kiran Kamath, Ryan Edwards)
- ROTARY INTERNATIONAL Monterey, CA · 2 people in common (Kiran Kamath, Ryan Edwards)
- ROBERT LOUIS STEVENSON SCHOOL Pebble Beach, CA · 1 person in common (Steven Packer)
- NAVAL POSTGRADUATE SCHOOL FOUNDATION INC Monterey, CA · 1 person in common (Bill Warner)
- FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY Seaside, CA · 1 person in common (Steven Packer)
- MEALS ON WHEELS OF THE MONTEREY PENINSULA INC Pacific Grove, CA · 1 person in common (John O'Brien)
- MONTAGE SURGICAL GROUP Monterey, CA · related organization (Schedule R)
Funders of this organization
29 grantors reported grants to this organization, $663,113,076 in all, tax years 2010 to 2025; the 25 largest shown (all 29). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | $648,181,950 | 18 | $43,979,461 | 2024 | 2010-2015, 2017-2024 | Public charity | Exact | show |
| MONTAGE HEALTH FOUNDATION | $8,047,524 | 8 | $922,994 | 2024 | 2017-2024 | Public charity | Exact | show |
| HOSPICE GIVING FOUNDATION | $2,275,920 | 7 | $225,000 | 2017 | 2010-2011, 2014-2017 | Public charity | Exact | show |
| Community Hospital Endowments | $1,356,229 | 5 | $250,000 | 2014 | 2010-2014 | Public charity | Exact | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $948,200 | 8 | $245,000 | 2024 | 2017-2024 | DAF sponsor | Exact | show |
| PEBBLE BEACH COMPANY FOUNDATION | $659,700 | 10 | $125,000 | 2022 | 2014-2022 | Public charity | Exact | show |
| COMMUNITY FOUNDATION FOR MONTEREY COUNTY | $334,203 | 5 | $217,976 | 2016 | 2010, 2014-2016 | DAF sponsor | Exact | show |
| SILICON VALLEY COMMUNITY FOUNDATION | $246,000 | 6 | $75,000 | 2021 | 2016-2021 | DAF sponsor | Exact | show |
| MONTEREY PENINSULA FOUNDATION | $200,000 | 1 | $200,000 | 2022 | 2022 | Public charity | Exact | show |
| DONALD LEE AND SALLY STEADMAN LUCAS | $167,500 | 4 | $110,000 | 2017 | 2016-2017 | Private foundation | Fuzzy filed as “MONTAGE HEALTH” | show |
| DONOR ADVISED CHARITABLE GIVING | $157,350 | 7 | $15,000 | 2024 | 2014-2017, 2019-2020, 2024 | DAF sponsor | Exact | show |
| WELTON FOUNDATION | $120,000 | 8 | $15,000 | 2024 | 2016, 2018-2024 | Private foundation | Fuzzy filed as “MONTAGE HEALTH” | show |
| DOBBINS FAMILY FOUNDATION | $75,000 | 3 | $25,000 | 2018 | 2016-2018 | Private foundation | Fuzzy filed as “MONTAGE HEALTH” | show |
| CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA | $70,000 | 1 | $70,000 | 2014 | 2014 | DAF sponsor | Exact | show |
| EDWIN E AND RUBY C MORGAN FOUNDATION INC | $54,000 | 9 | $6,000 | 2025 | 2017-2025 | Private foundation | Fuzzy filed as “MONTAGE HEALTH” | show |
| HILL FAMILY CHARITABLE FOUNDATION | $40,000 | 2 | $20,000 | 2023 | 2022-2023 | Private foundation | Fuzzy filed as “MONTAGE HEALTH” | show |
| GULF COAST COMMUNITY FOUNDATION INC | $40,000 | 4 | $10,000 | 2019 | 2015-2017, 2019 | DAF sponsor | Exact | show |
| COLUMBUS FOUNDATION | $30,000 | 2 | $25,000 | 2017 | 2016-2017 | DAF sponsor | Exact | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | $24,500 | 4 | $6,000 | 2024 | 2021-2024 | DAF sponsor | Exact | show |
| SAN FRANCISCO FOUNDATION | $20,000 | 1 | $20,000 | 2011 | 2011 | DAF sponsor | Exact | show |
| ANN JACKSON FAMILY FOUNDATION | $15,000 | 3 | $5,000 | 2023 | 2021-2023 | Private foundation | Fuzzy filed as “MONTAGE HEALTH” | show |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | $10,000 | 1 | $10,000 | 2024 | 2024 | DAF sponsor | Exact | show |
| THE BEALL FAMILY FOUNDATION | $10,000 | 1 | $10,000 | 2016 | 2016 | Public charity | Exact | show |
| ROBERT S & GRAYCE B KERR FOUNDATION INC | $10,000 | 1 | $10,000 | 2016 | 2016 | Private foundation | Fuzzy filed as “MONTAGE HEALTH MONTAGE HEALTH” | show |
| COMMUNITY FOUNDATION OF NORTH TEXAS | $7,250 | 10 | $500 | 2019 | 2011-2016, 2018-2019 | DAF sponsor | Exact | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| UCSF HEALTH MEDICAL FOUNDATION | CA | E11 | $67,780,617 | $67,780,617 | DIRECTOR | $1,167,112 | Same NTEE code E11, revenue within 2x, same state |
| KAISER HOSPITAL ASSET MANAGEMENT INC | CA | E11 | $200,167,945 | $198,808,325 | EVP & CFO | $5,004,087 | Same NTEE code E11, revenue within 2x, same state |
| SAINT AGNES MEDICAL FOUNDATION | CA | E11 | $68,089,101 | $89,040,344 | TREASURER; SAMC VP FINANCE | $425,235 | Same NTEE code E11, revenue within 2x, same state |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | CA | E11 | $160,912,640 | $177,985,656 | DIRECTOR | $3,727,284 | Same NTEE code E11, revenue within 2x, same state |
| HOAG HOSPITAL FOUNDATION | CA | E11 | $157,937,802 | $51,652,434 | CEO, HOAG HOSPITAL | $3,921,506 | Same NTEE code E11, revenue within 2x, same state |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | CA | E11 | $75,700,230 | $37,191,075 | CEO, CPMC | $1,783,871 | Same NTEE code E11, revenue within 2x, same state |
| CAROMONT HEALTH INC | NC | E11 | $90,245,762 | $13,095,222 | CEO | $2,770,587 | Same NTEE code E11, revenue within 2x |
| SINAI HEALTH SYSTEM | IL | E11 | $112,479,570 | $114,267,732 | PRESIDENT & CEO | $863,356 | Same NTEE code E11, revenue within 2x |
| GEISINGER HEALTH | PA | E11 | $202,773,951 | $29,077,063 | PRES, CEO, DIRECTOR | $14,295,895 | Same NTEE code E11, revenue within 2x |
| CIRCLE HEALTH PHYSICIANS INC | MA | E11 | $91,842,223 | $115,882,604 | FMR. PRESIDENT/CEO | $2,050,443 | Same NTEE code E11, revenue within 2x |
| INSPIRA HEALTH NETWORK MEDICAL GROUP PC | NJ | E11 | $88,640,819 | $131,462,225 | Vascular Surgeon | $1,570,450 | Same NTEE code E11, revenue within 2x |
| BAPTIST HEALTH SERVICES | AR | E11 | $72,316,675 | $72,316,878 | PRESIDENT | $2,295,979 | Same NTEE code E11, revenue within 2x |
| MARSHALL HEALTH NETWORK INC | WV | E11 | $112,186,904 | $112,188,772 | PHYSICIAN | $2,895,449 | Same NTEE code E11, revenue within 2x |
| DOYLESTOWN HEALTH PHYSICIANS | PA | E11 | $80,040,294 | $106,824,570 | DIR-PRES/CEO DOYLESTOWN HEALTH | $1,594,700 | Same NTEE code E11, revenue within 2x |
| SOLUTIONHEALTH | NH | E11 | $162,531,262 | $162,531,262 | Former SH President & CEO (end 4/24) | $2,009,281 | Same NTEE code E11, revenue within 2x |
| MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST | NY | E11 | $85,266,481 | $65,422,924 | SOLE CORPORATE TRUSTEE | $9,647 | Same NTEE code E11, revenue within 2x |
| LOYOLA UNIVERSITY HEALTH SYSTEM | IL | E11 | $189,094,661 | $192,861,159 | FORMER OFFICER;TRINITY HLTH EVP COO | $3,488,982 | Same NTEE code E11, revenue within 2x |
| EDWARD HEALTH VENTURES | IL | E11 | $187,642,626 | $272,967,018 | System President & CEO | $5,191,626 | Same NTEE code E11, revenue within 2x |
| ORLANDO HEALTH FOUNDATION INC | FL | E11 | $69,739,318 | $11,749,532 | FORMER BOARD MEMBER | $9,439,845 | Same NTEE code E11, revenue within 2x |
| BAPTIST MEMORIAL HEALTH CARE FOUNDATION | TN | E11 | $66,415,217 | $19,498,939 | PRESIDENT | $3,913,950 | Same NTEE code E11, revenue within 2x |
| TRIHEALTH PHYSICIAN INSTITUTE | OH | E11 | $191,465,226 | $320,023,891 | PHYSICIAN | $1,401,930 | Same NTEE code E11, revenue within 2x |
| SOUTH SHORE HEALTH SYSTEM INC | MA | E11 | $126,407,561 | $123,821,792 | PRESIDENT & CEO | $1,671,392 | Same NTEE code E11, revenue within 2x |
| CHILDRENS HOSPITAL COLORADO | CO | E11 | $76,431,633 | $71,199,078 | EX-OFFICIO, PRES & CEO CHCO | $4,286,194 | Same NTEE code E11, revenue within 2x |
| ALABAMA CHILDRENS HOSPITAL FOUNDATION | AL | E11 | $76,100,735 | $13,731,231 | President & CEO/EVP of Foundation | $1,662,388 | Same NTEE code E11, revenue within 2x |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO FOUNDATION | IL | E11 | $72,539,733 | $74,527,087 | Ex-Officio Director/President & CEO LCH | $2,617,499 | Same NTEE code E11, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $50,182,936 spent · pay $9,246,111 · grants $13,390,450 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $13,011,452 | $13,011,452 | - | - | 25.9% | |
| Depreciation and depletion | $9,158,699 | $8,128,833 | $1,029,866 | - | 18.3% | |
| Other salaries and wages | $6,759,875 | $1,594,361 | $5,165,514 | - | 13.5% | |
| Advertising and promotion | $4,002,334 | $4,725 | $3,997,609 | - | 8.0% | |
| Fees: other services | $3,702,972 | $1,824,325 | $1,878,647 | - | 7.4% | |
| Occupancy | $3,085,535 | $3,085,535 | - | - | 6.1% | |
| Other (as described) | PHYSICIAN RECRUITMENT | $2,719,042 | $600,905 | $2,118,137 | - | 5.4% |
| All other expenses | $2,514,102 | $651,234 | $1,862,868 | - | 5.0% | |
| Information technology | $1,493,616 | $3,372 | $1,490,244 | - | 3.0% | |
| Pension plan contributions | $1,070,556 | - | $1,070,556 | - | 2.1% | |
| Other employee benefits | $786,447 | - | $786,447 | - | 1.6% | |
| Payroll taxes | $629,233 | - | $629,233 | - | 1.3% | |
| Interest | $475,482 | $475,482 | - | - | 0.9% | |
| Grants to US individuals | $378,998 | $378,998 | - | - | 0.8% | |
| Office expenses | $166,981 | $42,614 | $124,367 | - | 0.3% | |
| Fees: legal | $143,612 | - | $143,612 | - | 0.3% | |
| Fees: accounting | $84,000 | - | $84,000 | - | 0.2% | |
| Total | $50,182,936 | 100% |
2023 · Form 990 · $60,407,417 spent · pay $9,112,876 · grants $5,355,269 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PHYSICIAN RECRUITMENT | $15,254,829 | $4,062,848 | $11,191,981 | - | 25.3% |
| Depreciation and depletion | $9,090,765 | $8,144,262 | $946,503 | - | 15.0% | |
| Other salaries and wages | $6,037,897 | $1,648,249 | $4,389,648 | - | 10.0% | |
| Fees: other services | $5,608,721 | $2,107,581 | $3,501,140 | - | 9.3% | |
| Fees: legal | $5,115,775 | - | $5,115,775 | - | 8.5% | |
| Grants to US organizations and governments | $4,952,099 | $4,952,099 | - | - | 8.2% | |
| Occupancy | $4,029,544 | $4,029,544 | - | - | 6.7% | |
| Other (as described) | OTHER DIRECT EXPENSES | $3,565,829 | $1,247,657 | $2,318,172 | - | 5.9% |
| Other employee benefits | $2,502,820 | $476,640 | $2,026,180 | - | 4.1% | |
| Information technology | $1,600,227 | $240 | $1,599,987 | - | 2.6% | |
| Advertising and promotion | $918,962 | $4,678 | $914,284 | - | 1.5% | |
| Interest | $482,320 | $482,320 | - | - | 0.8% | |
| Grants to US individuals | $403,170 | $403,170 | - | - | 0.7% | |
| Payroll taxes | $318,124 | $124,453 | $193,671 | - | 0.5% | |
| Pension plan contributions | $254,035 | $83,756 | $170,279 | - | 0.4% | |
| Office expenses | $188,300 | $65,072 | $123,228 | - | 0.3% | |
| Fees: accounting | $84,000 | - | $84,000 | - | 0.1% | |
| Total | $60,407,417 | 100% |
2022 · Form 990 · $34,309,667 spent · pay $6,104,884 · grants $5,962,123 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $7,880,762 | $7,339,008 | $541,754 | - | 23.0% | |
| Grants to US organizations and governments | $5,465,952 | $5,465,952 | - | - | 15.9% | |
| Fees: other services | $5,454,007 | $2,106,355 | $3,347,652 | - | 15.9% | |
| Other salaries and wages | $4,243,365 | $1,347,111 | $2,896,254 | - | 12.4% | |
| Other (as described) | OTHER DIRECT EXPENSES | $3,964,522 | $1,491,656 | $2,472,866 | - | 11.6% |
| Occupancy | $3,569,972 | $3,569,972 | - | - | 10.4% | |
| Other employee benefits | $986,585 | $364,868 | $621,717 | - | 2.9% | |
| Pension plan contributions | $552,604 | $226,279 | $326,325 | - | 1.6% | |
| Advertising and promotion | $522,188 | $6,441 | $515,747 | - | 1.5% | |
| Grants to US individuals | $496,171 | $496,171 | - | - | 1.4% | |
| Interest | $490,151 | $490,151 | - | - | 1.4% | |
| Payroll taxes | $247,330 | $116,656 | $130,674 | - | 0.7% | |
| Information technology | $154,123 | $4,779 | $149,344 | - | 0.4% | |
| Office expenses | $120,444 | $69,734 | $50,710 | - | 0.4% | |
| Fees: legal | $86,491 | - | $86,491 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $75,000 | - | $75,000 | - | 0.2% | |
| Total | $34,309,667 | 100% |
2021 · Form 990 · $47,480,157 spent · pay $7,063,443 · grants $21,305,959 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $20,935,969 | $20,935,969 | - | - | 44.1% | |
| Depreciation and depletion | $7,467,381 | $42,989 | $7,424,392 | - | 15.7% | |
| Other salaries and wages | $4,618,524 | $239,158 | $4,379,366 | - | 9.7% | |
| Other (as described) | PURCHASED SERVICES | $4,313,738 | $25,907 | $4,287,831 | - | 9.1% |
| Occupancy | $2,935,053 | - | $2,935,053 | - | 6.2% | |
| Other (as described) | OTHER DIRECT EXPENSES | $2,235,158 | $15,816 | $2,219,342 | - | 4.7% |
| Other employee benefits | $1,797,972 | $101,985 | $1,695,987 | - | 3.8% | |
| Fees: other services | $739,390 | $26,276 | $713,114 | - | 1.6% | |
| Payroll taxes | $558,481 | $28,376 | $530,105 | - | 1.2% | |
| Interest | $493,702 | - | $493,702 | - | 1.0% | |
| Grants to US individuals | $369,990 | $369,990 | - | - | 0.8% | |
| Fees: management | $336,918 | - | $336,918 | - | 0.7% | |
| Information technology | $321,222 | - | $321,222 | - | 0.7% | |
| Office expenses | $165,658 | $15,935 | $149,723 | - | 0.3% | |
| All other expenses | $102,535 | $102,535 | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $88,466 | - | $88,466 | - | 0.2% | |
| Total | $47,480,157 | 100% |
2020 · Form 990 · $50,715,538 spent · pay $8,636,225 · grants $24,747,510 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $24,295,016 | $24,295,016 | - | - | 47.9% | |
| Depreciation and depletion | $6,551,628 | $6,546,152 | $5,476 | - | 12.9% | |
| Other salaries and wages | $6,109,860 | $2,957,281 | $3,152,579 | - | 12.0% | |
| Other (as described) | PURCHASED SERVICES | $3,636,727 | $1,830,981 | $1,805,746 | - | 7.2% |
| Occupancy | $2,706,668 | $2,706,668 | - | - | 5.3% | |
| Other (as described) | OTHER DIRECT EXPENSES | $2,463,078 | $2,232,963 | $230,115 | - | 4.9% |
| Other employee benefits | $1,894,321 | $932,131 | $962,190 | - | 3.7% | |
| Fees: other services | $780,285 | $730,045 | $50,240 | - | 1.5% | |
| Payroll taxes | $535,231 | $263,369 | $271,862 | - | 1.1% | |
| Interest | $495,055 | $495,055 | - | - | 1.0% | |
| Grants to US individuals | $452,494 | $452,494 | - | - | 0.9% | |
| Information technology | $367,530 | $287,206 | $80,324 | - | 0.7% | |
| Fees: legal | $160,705 | $34,194 | $126,511 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $96,813 | $96,813 | - | - | 0.2% | |
| Other (as described) | PHYSICIAN FEES | $91,651 | $91,651 | - | - | 0.2% |
| Office expenses | $78,476 | $70,097 | $8,379 | - | 0.2% | |
| Total | $50,715,538 | 100% |
2019 · Form 990 · $28,298,712 spent · pay $7,866,556 · grants $4,575,943 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $6,654,972 | $6,647,714 | $7,258 | - | 23.5% | |
| Other salaries and wages | $5,273,725 | $3,083,053 | $2,190,672 | - | 18.6% | |
| Grants to US organizations and governments | $4,575,943 | $4,575,943 | - | - | 16.2% | |
| Occupancy | $2,716,278 | $2,716,278 | - | - | 9.6% | |
| Other (as described) | OTHER DIRECT EXPENSES | $2,438,408 | $1,888,958 | $549,450 | - | 8.6% |
| Other (as described) | PURCHASED SERVICES | $1,507,898 | $1,395,720 | $112,178 | - | 5.3% |
| Other employee benefits | $1,323,168 | $773,532 | $549,636 | - | 4.7% | |
| Fees: other services | $1,247,935 | $1,006,053 | $241,882 | - | 4.4% | |
| Pension plan contributions | $734,432 | $429,354 | $305,078 | - | 2.6% | |
| Payroll taxes | $535,231 | $312,899 | $222,332 | - | 1.9% | |
| Information technology | $513,275 | $485,132 | $28,143 | - | 1.8% | |
| Payments to affiliates | $493,702 | $493,702 | - | - | 1.7% | |
| Fees: legal | $103,278 | $45,624 | $57,654 | - | 0.4% | |
| Fees: accounting | $93,220 | - | $93,220 | - | 0.3% | |
| Office expenses | $87,247 | $85,041 | $2,206 | - | 0.3% | |
| Total | $28,298,712 | 100% |
2018 · Form 990 · $27,407,736 spent · pay $5,638,084 · grants $7,868,320 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,868,320 | $7,868,320 | - | - | 28.7% | |
| Depreciation and depletion | $5,341,808 | $5,334,537 | $7,271 | - | 19.5% | |
| Office expenses | $3,825,660 | $2,726,335 | $1,099,325 | - | 14.0% | |
| Other salaries and wages | $3,423,807 | $1,946,756 | $1,477,051 | - | 12.5% | |
| Other employee benefits | $1,677,318 | $686,331 | $990,987 | - | 6.1% | |
| Fees: other services | $1,273,262 | $1,032,587 | $240,675 | - | 4.6% | |
| Other (as described) | PURCHASED SERVICES | $1,216,982 | $243,396 | $973,586 | - | 4.4% |
| Occupancy | $1,123,097 | $1,123,097 | - | - | 4.1% | |
| Other (as described) | OTHER DIRECT EXPENSES | $841,051 | $839,867 | $1,184 | - | 3.1% |
| Pension plan contributions | $276,532 | $202,579 | $73,953 | - | 1.0% | |
| Payroll taxes | $166,177 | $122,327 | $43,850 | - | 0.6% | |
| Fees: legal | $144,787 | $88,437 | $56,350 | - | 0.5% | |
| Information technology | $118,769 | $95,015 | $23,754 | - | 0.4% | |
| Pay: disqualified persons | $94,250 | - | $94,250 | - | 0.3% | |
| Other (as described) | MEDICAL SUPPLIES AND PH | $15,916 | $9,939 | $5,977 | - | 0.1% |
| Total | $27,407,736 | 100% |
2017 · Form 990 · $45,771,506 spent · pay $4,207,256 · grants $29,890,683 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $29,890,683 | $29,890,683 | - | - | 65.3% | |
| Depreciation and depletion | $3,908,713 | $3,901,168 | $7,545 | - | 8.5% | |
| Other salaries and wages | $2,932,414 | $1,669,406 | $1,263,008 | - | 6.4% | |
| Occupancy | $2,364,594 | $2,364,594 | - | - | 5.2% | |
| All other expenses | $1,407,850 | $854,141 | $553,709 | - | 3.1% | |
| Other (as described) | NURSING SCHOOL | $1,175,025 | $1,175,025 | - | - | 2.6% |
| Other (as described) | LOAN FORGIVENESS | $1,111,219 | $222,244 | $888,975 | - | 2.4% |
| Other employee benefits | $735,085 | $461,021 | $274,064 | - | 1.6% | |
| Other (as described) | OTHER TAXES | $560,655 | $560,655 | - | - | 1.2% |
| Office expenses | $477,156 | $455,617 | $21,539 | - | 1.0% | |
| Fees: other services | $391,215 | $152,210 | $239,005 | - | 0.9% | |
| Pension plan contributions | $329,994 | $205,765 | $124,229 | - | 0.7% | |
| Fees: legal | $238,644 | $97,983 | $140,661 | - | 0.5% | |
| Payroll taxes | $209,763 | $131,909 | $77,854 | - | 0.5% | |
| Information technology | $23,921 | $19,137 | $4,784 | - | 0.1% | |
| Fees: management | $11,513 | $11,513 | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $3,062 | $2,802 | $260 | - | 0.0% |
| Total | $45,771,506 | 100% |
2015 · Form 990 · $20,172,623 spent · pay $7,801,785 · grants $3,948,777 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,380,759 | $3,050,141 | $1,389,217 | $941,401 | 26.7% | |
| Grants to US organizations and governments | $3,948,777 | $3,948,777 | - | - | 19.6% | |
| Other (as described) | Loan forgiveness | $3,028,600 | $172,469 | $2,856,131 | - | 15.0% |
| All other expenses | $1,738,084 | $1,317,707 | $189,625 | $230,752 | 8.6% | |
| Other employee benefits | $1,462,046 | $657,788 | $342,526 | $461,732 | 7.2% | |
| Information technology | $1,276,095 | $1,086,090 | $127,041 | $62,964 | 6.3% | |
| Other (as described) | Medical Staff | $596,860 | $596,860 | - | - | 3.0% |
| Pension plan contributions | $498,903 | $80,970 | $237,185 | $180,748 | 2.5% | |
| Office expenses | $455,673 | $361,963 | $30,295 | $63,415 | 2.3% | |
| Fees: legal | $449,072 | - | $449,072 | - | 2.2% | |
| Payroll taxes | $390,777 | $232,026 | $76,734 | $82,017 | 1.9% | |
| Occupancy | $283,764 | $185,878 | $18,446 | $79,440 | 1.4% | |
| Fees: management | $262,000 | $26,200 | $235,800 | - | 1.3% | |
| Fees: other services | $180,541 | $64,995 | $114,846 | $700 | 0.9% | |
| Depreciation and depletion | $90,030 | $69,357 | $887 | $19,786 | 0.4% | |
| Pay: officers, directors, trustees, key employees | $69,300 | - | $69,300 | - | 0.3% | |
| Other (as described) | OTHER TAXES | $31,141 | $9,257 | $21,712 | $172 | 0.2% |
| Other (as described) | dues & subscriptions | $30,201 | $8,220 | $8,418 | $13,563 | 0.1% |
| Total | $20,172,623 | 100% |
2014 · Form 990 · $15,922,183 spent · pay $7,505,229 · grants $3,382,312 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,372,191 | $3,639,490 | $1,732,701 | - | 33.7% | |
| Grants to US organizations and governments | $3,382,312 | $3,382,312 | - | - | 21.2% | |
| Other employee benefits | $1,687,884 | $900,271 | $787,613 | - | 10.6% | |
| Fees: other services | $1,567,106 | $1,061,202 | $505,904 | - | 9.8% | |
| Other (as described) | LOAN FORGIVENESS | $1,445,747 | - | $1,445,747 | - | 9.1% |
| All other expenses | $705,642 | $705,642 | - | - | 4.4% | |
| Information technology | $507,704 | $501,900 | $5,804 | - | 3.2% | |
| Pension plan contributions | $382,116 | $133,017 | $249,099 | - | 2.4% | |
| Fees: management | $345,055 | $345,055 | - | - | 2.2% | |
| Fees: legal | $125,664 | - | $125,664 | - | 0.8% | |
| Occupancy | $113,587 | $80,340 | $33,247 | - | 0.7% | |
| Depreciation and depletion | $83,478 | $79,652 | $3,826 | - | 0.5% | |
| Office expenses | $77,662 | $65,219 | $12,443 | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $63,038 | - | $63,038 | - | 0.4% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $49,519 | $49,519 | - | - | 0.3% |
| Other (as described) | OTHER TAXES | $13,478 | $13,478 | - | - | 0.1% |
| Total | $15,922,183 | 100% |
2013 · Form 990 · $15,361,347 spent · pay $5,445,836 · grants $4,151,101 · events $275
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,151,101 | $4,151,101 | - | - | 27.0% | |
| Other salaries and wages | $3,873,665 | $2,442,956 | $1,430,709 | - | 25.2% | |
| Fees: other services | $1,690,650 | $939,757 | $750,893 | - | 11.0% | |
| Other (as described) | LOAN FORGIVENESS | $1,162,900 | - | $1,162,900 | - | 7.6% |
| Other employee benefits | $1,122,501 | $593,113 | $529,388 | - | 7.3% | |
| All other expenses | $873,872 | $873,872 | - | - | 5.7% | |
| Office expenses | $864,016 | $847,342 | $16,674 | - | 5.6% | |
| Occupancy | $535,422 | $500,996 | $34,426 | - | 3.5% | |
| Fees: legal | $466,417 | - | $466,417 | - | 3.0% | |
| Pension plan contributions | $404,883 | $141,928 | $262,955 | - | 2.6% | |
| Depreciation and depletion | $82,781 | $78,174 | $4,607 | - | 0.5% | |
| Information technology | $54,623 | - | $54,623 | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $44,787 | - | $44,787 | - | 0.3% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $33,454 | $33,454 | - | - | 0.2% |
| Conferences, conventions and meetings | $275 | - | $275 | - | 0.0% | |
| Total | $15,361,347 | 100% |
2012 · Form 990 · $12,349,084 spent · pay $3,093,783 · grants $4,123,173 · events $2,696
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,013,371 | $4,013,371 | - | - | 32.5% | |
| Other salaries and wages | $1,990,011 | $397,904 | $1,592,107 | - | 16.1% | |
| Fees: other services | $1,626,622 | $452,514 | $1,174,108 | - | 13.2% | |
| Other (as described) | LOAN FORGIVENESS | $982,311 | - | $982,311 | - | 8.0% |
| Other employee benefits | $832,034 | $178,942 | $653,092 | - | 6.7% | |
| Fees: legal | $673,805 | - | $673,805 | - | 5.5% | |
| Information technology | $555,841 | - | $555,841 | - | 4.5% | |
| Occupancy | $407,311 | $277,708 | $129,603 | - | 3.3% | |
| Office expenses | $400,863 | $313,283 | $87,580 | - | 3.2% | |
| All other expenses | $390,861 | $843 | $390,018 | - | 3.2% | |
| Pension plan contributions | $271,738 | $52,837 | $218,901 | - | 2.2% | |
| Grants to US individuals | $109,802 | $109,802 | - | - | 0.9% | |
| Depreciation and depletion | $79,247 | $60,068 | $19,179 | - | 0.6% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $12,571 | - | $12,571 | - | 0.1% |
| Conferences, conventions and meetings | $2,696 | - | $2,696 | - | 0.0% | |
| Total | $12,349,084 | 100% |
2011 · Form 990 · $12,564,267 spent · pay $51,200 · grants $7,060,991 · events $3,072
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,775,279 | $6,775,279 | - | - | 53.9% | |
| Other (as described) | FUNDRAISING EXPENSES | $2,359,796 | - | $2,359,796 | - | 18.8% |
| Other (as described) | PURCHASED SERVICES | $902,042 | - | $902,042 | - | 7.2% |
| All other expenses | $737,277 | $732,777 | $4,500 | - | 5.9% | |
| Other (as described) | INFORMATION TECHNOLOGY | $616,096 | - | $616,096 | - | 4.9% |
| Other (as described) | MISCELLANEOUS EXPENSES | $442,756 | - | $442,756 | - | 3.5% |
| Grants to US individuals | $285,712 | $285,712 | - | - | 2.3% | |
| Fees: other services | $149,704 | - | $149,704 | - | 1.2% | |
| Occupancy | $102,115 | - | $102,115 | - | 0.8% | |
| Depreciation and depletion | $81,700 | - | $81,700 | - | 0.7% | |
| Other salaries and wages | $51,200 | $51,200 | - | - | 0.4% | |
| Fees: legal | $49,952 | - | $49,952 | - | 0.4% | |
| Office expenses | $7,566 | - | $7,566 | - | 0.1% | |
| Conferences, conventions and meetings | $3,072 | - | $3,072 | - | 0.0% | |
| Total | $12,564,267 | 100% |
2010 · Form 990 · $10,853,258 spent · pay $49,600 · grants $5,938,831 · events $1,425
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,661,551 | $5,661,551 | - | - | 52.2% | |
| Other (as described) | FUNDRAISING EXPENSES | $1,900,483 | - | $1,900,483 | - | 17.5% |
| Other (as described) | OTHER RECEIVABLES | $912,661 | - | $912,661 | - | 8.4% |
| All other expenses | $619,416 | - | $619,416 | - | 5.7% | |
| Other (as described) | OTHER PURCHASED SERVICE | $551,028 | - | $551,028 | - | 5.1% |
| Other (as described) | MEDICAL STAFF EXPENSES | $453,012 | $453,012 | - | - | 4.2% |
| Fees: investment management | $286,479 | - | $286,479 | - | 2.6% | |
| Grants to US individuals | $277,280 | $277,280 | - | - | 2.6% | |
| Fees: legal | $131,104 | - | $131,104 | - | 1.2% | |
| Pay: disqualified persons | $49,600 | $49,600 | - | - | 0.5% | |
| Occupancy | $8,962 | - | $8,962 | - | 0.1% | |
| Conferences, conventions and meetings | $1,425 | - | $1,425 | - | 0.0% | |
| Depreciation and depletion | $257 | - | $257 | - | 0.0% | |
| Total | $10,853,258 | 100% |
State business registration
- MONTAGE HEALTH CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Trademarks
26 US trademarks, 22 live.
- Montage Health 26 marks, CA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| MONTAGE URGENT CARE CENTER | 99556180 | 2025-12-18 | Pending application | TRTDXFAP, file of 2026-09-30 |
| OHANA MONTAGE HEALTH | 99381230 | 2025-09-08 | Pending application | TRTDXFAP, file of 2026-10-16 |
| MONTAGE PHYSICIAN ASSOCIATES | 99040734 | 2025-02-13 | Pending application | TRTDXFAP, file of 2026-08-14 |
| MONTAGE HEALTH ORTHOPEDICS AND SPORTS MEDICINE | 99025852 | 2025-02-01 | Registered | TRTDXFAP, file of 2026-10-14 |
| MONTAGE ORTHOPEDICS AND SPORTS MEDICINE | 99025843 | 2025-01-31 | Registered | TRTDXFAP, file of 2026-10-14 |
| PRESCRIBE SAFE | 97794625 | 2023-02-14 | Registered | TRTDXFAP, file of 2026-08-14 |
| ASPIRE HEALTH | 90282297 | 2020-10-27 | Registered | TRTDXFAP, file of 2026-08-14 |
| MONTAGE URGENT CARE | 88221744 | 2018-12-07 | Abandoned | TRCFECO2, file of 2024-03-27 |
| MOGO URGENT CARE | 88221742 | 2018-12-07 | Registered | TRTDXFAP, file of 2026-08-14 |
| MOGO | 88221534 | 2018-12-07 | Registered | TRTDXFAP, file of 2026-08-14 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | MONTAGE HEALTH | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
Comments