MONTAGE HEALTH FOUNDATION

MONTEREY, CA, 93942-6032 (831) 624-5311 Est. 2016 EIN 81-2889645
E11— Health Care Form 990 501(c)(3)
www.montagehealthfoundation.org

Mission

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.

Giving Portfolio

Total Grants
22
Total Giving
$110.8M
Recipients
22
Years Active
2018 - 2024
Avg grant: $5,424,054 Median: $1,686,489

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20244$12.5M $3.1M04
20234$76.4M $19.1M04
20224$10.3M $2.6M04
20205$6.3M $1.3M14
20185$5.3M $1.1M50

Sectors Funded

Health Care
20

Top States

California
22

Grantee Size Profile

Over $50M
19
$5M - $10M
1

Top Grantees

CA - 5 grants
$9.5M
CA - 5 grants
$5.9M
CA - 4 grants
$3.4M
COMMUNITY HEALTH INNOVATIONS
CA - 2 grants
$827K

Grants Awarded · 20 grants

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Financials

Total Revenue
$34,245,045
Total Expenses
$19,713,707
Net Assets
$224,069,834
17 employees 49 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 ↑ 21.4%
Expenses ↓ 76.5%
Revenue Sources
Contributions 62.2% Investment 36.8% Other 1.0%
Expense Breakdown
Program 77.9% Management 8.0% Fundraising 14.1%

Officers & Trustees (30)

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Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 Form 990
Jan 1, 2024 to Dec 31, 2024
$34,245,045 $19,713,707$224,069,834
2023 Form 990
Jan 1, 2023 to Dec 31, 2023
$28,216,248 $83,922,017$195,442,411
2022 Form 990
Jan 1, 2022 to Dec 31, 2022
$30,198,946 $17,349,878$227,060,607
2020 Form 990
Jan 1, 2020 to Dec 31, 2020
$18,572,587 $10,434,516$189,435,645
2018 Form 990
Jan 1, 2018 to Dec 31, 2018
$21,678,715 $9,229,572$138,686,375

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EIN: 81-2889645 · Source: IRS Form 990 e-file data