MONTAGE HEALTH FOUNDATION (EIN 812889645) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

MIKE MCDERMOTT

Phone

8316245311

Tax Period

2024-01-01 to 2024-12-31

MONTAGE HEALTH FOUNDATION, founded in 2016, is a mid-sized nonprofit in the Health Care sector that reported $34.2M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.5M, a strong 42% operating margin.

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, A GIFT SHOP, AND THE ART PROGRAM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,298,923

Program Service Revenue $0

Investment Income $12,598,738

Other Revenue $347,384

TOTAL REVENUE $34,245,045

Expense Breakdown

Grants Paid $13,057,354

Salaries & Benefits $3,775,307

Fundraising Expenses $2,776,895

Program Expenses $15,356,539

Other Expenses $2,881,046

TOTAL EXPENSES $19,713,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,245,045	$28,216,248	+0.2%
Expenses	$19,713,707	$83,922,017	-0.8%
Net Income	$14,531,338	$-55,705,769	-1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,542,243

Total Directors

$4,266,239

Key Employees

$623,372

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN PACKER MD	EX OFFICIO - PRESIDENT & CEO	1.00	Officer Director	$0	$633,933	$2,566,012
MATTHEW MORGAN	EX OFFICIO - VP/CFO	1.00	Officer Director	$0	$163,123	$976,231
CRAIG STAUFFER MD	DIRECTOR	1.00	Director	$0	$53,334	$707,540
ZACHARY KOONTZ MD	DIRECTOR	1.00	Director	$0	$0	$16,456
RYAN EDWARDS	CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN MAHONEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KIMBERELY NEGRI	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL BASZUCKI	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CLEGG	EX-OFFICIO - PRESIDENT OF THE AUXI	1.00	Director	$0	$0	$0
WILLIAM DOOLITTLE	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS FANTL	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
CRAIG GEILER MD	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
REBECCA HEISER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
KIRAN KAMATH	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON LARSON	DIRECTOR	1.00	Director	$0	$0	$0
SHARON MERESMAN	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
NANCY PEROCCHI	DIRECTOR	1.00	Director	$0	$0	$0
JOAN O'REILLY	DIRECTOR	1.00	Director	$0	$0	$0
STEFANIE SKINNER	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE STORKAN	DIRECTOR	1.00	Director	$0	$0	$0
CLARK STRUVE	DIRECTOR (THRU 12/24)	1.00	Director	$0	$0	$0
KATHRYN SWANSON MD	DIRECTOR	1.00	Director	$0	$0	$0
BILL WARNER - EX-OFFICIO -	CHAIR OF MONTAGE HEALTH (THRU 12/24)	1.00	Director	$0	$0	$0
KEVIN CAUSEY	VP/CHIEF DEVELOPMENT OFFICER	45.00	Key Emp	$0	$85,852	$623,372
MICHELLE YOUNG	FOUNDATION DIRECTOR	40.00	Highest	$0	$100,091	$383,143
DEANNA ROSSI	SR. PHILANTHROPY MANAGER	40.00	Highest	$0	$47,546	$224,557
JOHN HOUSEMAN	PHILANTHROPY OFFICER	40.00	Highest	$0	$53,247	$204,828
DEMETRA JAMSON	PHILANTHROPY OFFICER	40.00	Highest	$0	$44,304	$198,084
CARRIE CREASEY	COMMUNITY ENGAGEMENT OFFICER	40.00	Highest	$0	$24,125	$184,432

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$34,245,045	$19,713,707	$225,784,836	$14,531,338
2023	$28,216,248	$83,922,017	$198,924,725	$-55,705,769
2022	$30,198,946	$17,349,878	$229,206,951	$12,849,068
2021	$32,937,422	$16,293,128	$246,774,163	$16,644,294
2020	$18,572,587	$10,434,516	$191,182,489	$8,138,071
2019	$16,821,516	$10,978,236	$166,963,985	$5,843,280
2018	$21,678,715	$9,229,572	$140,475,836	$12,449,143

MONTAGE HEALTH FOUNDATION