MONTAGE HEALTH

MONTEREY, CA, 93942-6032 (831) 624-5311 Est. 1981 EIN 94-2789696
E110— Health Care Form 990 501(c)(3)
www.montagehealth.org

Mission

SEE SCHEDULE O.

Giving Portfolio

Total Grants
15
Total Giving
$55.3M
Recipients
15
Years Active
2018 - 2024
Avg grant: $3,869,598 Median: $1,147,336

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20243$13.0M $4.3M03
20234$5.0M $1.2M13
20223$5.5M $1.8M12
20203$24.1M $8.0M12
20182$7.9M $3.9M20

Sectors Funded

Health Care
14
Environment
1

Top States

California
15

Grantee Size Profile

Over $50M
9
$10M - $50M
6

Top Grantees

Grants Awarded · 15 grants

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Financials

Total Revenue
$122,060,748
Total Expenses
$50,182,936
Net Assets
$1,714,453,977
14 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
10+ years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 23.3%
Expenses ↓ 16.9%
Revenue Sources
Contributions 37.2% Earned revenue 8.6% Investment 53.9%
Expense Breakdown
Program 59.4% Management 40.6%

Officers & Trustees (27)

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Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 Form 990
Jan 1, 2024 to Dec 31, 2024
$122,060,748 $50,182,936$1,714,453,977
2023 Form 990
Jan 1, 2023 to Dec 31, 2023
$159,112,054 $60,407,417$1,555,174,701
2022 Form 990
Jan 1, 2022 to Dec 31, 2022
$340,757,665 $34,309,667$1,351,193,841
2020 Form 990
Jan 1, 2020 to Dec 31, 2020
$24,934,735 $50,715,538$1,009,379,096
2018 Form 990
Jan 1, 2018 to Dec 31, 2018
$71,216,800 $27,407,736$852,182,565

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EIN: 94-2789696 · Source: IRS Form 990 e-file data