Compensation 990

Montage Health Foundation

Fiscal year ending 2023. Filed on November 14, 2024.

PO Box Hh
Monterey, California 93942

Montage Health Foundation (EIN: 81-2889645) has filed an IRS Form 990 since fiscal year 2017. In its fiscal year 2023 IRS Form 990 filing, Montage Health Foundation, a 501(c)(3) charitable organization, reported compensation for 9 out of 21 total employees. Among the employees shown here, the average compensation is $666,024. The highest compensated employee at Montage Health Foundation is Steven Packer, M.D. with fiscal year 2023 compensation of $2,738,678.

Revenue, expenses, and employee compensation

Revenue

$28,216,248

Expenses

$83,922,017

Employee compensation

$3,983,354
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

＋5.5%vs 2022
Steven Packer, M.D.
EX Officio - President and CEO
$2,738,678
$0 from org$2,188,518 from related$550,160 other
＋13.7%vs 2022
Matthew Morgan
EX Officio - Vp/Cfo
$909,911
$0 from org$758,608 from related$151,303 other
＋9.7%vs 2022
Kevin Causey
Vp/Chief Development Officer
$602,175
$0 from org$516,568 from related$85,607 other
＋4.4%vs 2022
Craig Stauffer, M.D.
Director
$601,085
$0 from org$548,351 from related$52,734 other
New in 2023
Michelle Young
Foundation Director
$357,834
$0 from org$262,305 from related$95,529 other
New in 2023
Deanna Rossi
SR Philanthropy Manager
$211,683
$0 from org$165,400 from related$46,283 other
＋3.2%vs 2022
Jennifer Wood
Philanthropy Officer
$207,173
$0 from org$173,625 from related$33,548 other
New in 2023
Demetra Jamson
Philanthropy Officer
$187,376
$0 from org$145,090 from related$42,286 other
New in 2023
Kelly Lepai
Volunteer and Retail SVC Manager
$178,300
$0 from org$112,132 from related$66,168 other

Non-Employee Board Members

New in 2023
Zachary Koontz, M.D.
Director
$28,575
$0 from org$28,575 from relatedNo other comp
New in 2023
Katheryn Swanson, M.D.
Director
$4,313
$0 from org$4,313 from relatedNo other comp
New in 2023
Paul Baszucki
Director
No compensation reported
New in 2023
Scott Clegg
Ex-Officio - President of the Auxiliary
No compensation reported
Kevin Mahoney
Vice Chair
No compensation reported
New in 2023
Kiran Kamath
Director
No compensation reported
Theodore Balestreri II
Director
No compensation reported
Nicholas Fantl
Director
No compensation reported
Kimberley Negri
Secretary
No compensation reported
Clark Struve
Director
No compensation reported
David Benjamin III
Director
No compensation reported
Clayton Larson
Director
No compensation reported

Mission Statement

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.

Revisions to this organization profile

November 15, 2025:
2024 Montage Health Foundation 990 filed
November 14, 2024:
2023 Montage Health Foundation 990 filed
November 15, 2023:
2022 Montage Health Foundation 990 filed

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