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Montage Medical Group

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Health Treatment Facilities, Primarily Outpatient (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$40.6M (2023)

Expenses
$77.1M (2023)

Total Assets
$5.41M (2023)

Total Liabilities
$117M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,609,226
Expenses
$77,069,869
Net Income
-$36,460,643
Net Assets
-$111,465,387
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,105,728
5.2%
Program Services $38,503,498
94.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $858,856
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $49,512,319
64.2%
Assets/Debt
Total Assets $5,406,018
Total Liabilities $116,871,405
Net Assets -$111,465,387
Compensation
Key Employees and Officers Compensation Related Other
Steven Lome Do (Physician) $1,120,194 $0 $52,734
Mark Vierra Md (Physician) $1,036,199 $0 $41,256
Steven Chang Md (Physician) $934,418 $0 $25,953
Gregory Spowart Md (Physician) $927,150 $0 $28,056
Larry Berte Md (Physician) $867,126 $0 $25,953
Grace Casserly Md (Director) $438,342 $0 $32,516
Thomas Cunningham Md (Director) $362,044 $0 $25,953
Steven Packer Md (President & Ceo) $0 $2,188,518 $550,160
Randall Charles (Chair) $0 $0 $0
Jack Jewett (Director) $0 $0 $0
Stan Mckee (Director) $0 $0 $0
Wayne Moon (Director) $0 $0 $0
Natalie Nielson (Director) $0 $0 $0
Mark Carvalho Md (Vp, Ceo Of Mmg And Mogo) $0 $788,868 $130,716
Matthew Morgan (Vp, Cfo) $0 $758,608 $151,303
Laura Zehm (Former Director) $0 $614,317 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,998,443
Expenses
$61,175,742
Net Income
-$25,177,299
Net Assets
-$75,004,744
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,298,140
9.2%
Program Services $27,405,966
76.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,294,337
14.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $801,266
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $37,898,931
62.0%
Assets/Debt
Total Assets $4,884,874
Total Liabilities $79,889,618
Net Assets -$75,004,744
Compensation
Key Employees and Officers Compensation Related Other
Steven Lome Do (Physician) $978,698 $0 $22,315
Mark Vierra Md (Physician) $905,620 $0 $20,287
Steven Chang Md (Physician) $896,214 $0 $21,974
Gregory Spowart Md (Physician) $844,921 $0 $8,087
Ambreen Laeeq Md (Physician) $822,500 $0 $1,926
Kathleen Chase Md (Director) $409,920 $0 $12,200
Thomas Cunningham Md (Director) $366,946 $0 $12,200
Steven Packer Md (Director & President) $0 $1,274,632 $1,321,268
Laura Zehm (Director (Thru 7/22)) $0 $922,761 $148,744
Guru Khalsa Md (Director) $0 $99,324 $0
Stan Mckee (Chair) $0 $0 $0
Randall Charles (Vice Chair) $0 $0 $0
Jack Jewett (Director) $0 $0 $0
Wayne Moon (Director) $0 $0 $0
Mark Carvalho Md (Ceo) $0 $734,097 $108,924
Matthew Morgan (Vp, Cfo) $0 $670,563 $129,446

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,870,218
Expenses
$58,412,705
Net Income
-$3,542,487
Net Assets
-$49,827,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,481,600
33.7%
Program Services $32,286,089
58.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,102,529
7.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $708,400
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $32,323,473
55.3%
Assets/Debt
Total Assets $6,246,074
Total Liabilities $56,073,519
Net Assets -$49,827,445
Compensation
Key Employees and Officers Compensation Related Other
Steven J Fowler (Physician) $1,124,586 $0 $34,555
Gregory Scott Spowart (Physician) $852,579 $0 $12,753
Ambreen Laeeq (Physician) $821,000 $0 $39,534
Nupur Sinha (Physician) $792,318 $0 $51,134
Larry Berte (Physician) $676,973 $0 $39,656
Thomas Cunningham Md (Director) $339,909 $0 $14,453
Kathleen Chase Do (Director) $338,021 $0 $16,017
Steven Packer Md (Director & President) $0 $2,144,895 $273,141
Laura Zehm (Director) $0 $747,728 $273,822
Randy Charles (Vice Chair) $0 $0 $0
Jack Jewett (Director) $0 $0 $0
Guru Khalsa Md (Director) $0 $177,641 $0
Stan Mckee (Chair) $0 $0 $0
Wayne Moon (Director) $0 $0 $0
Mark Carvalho Md (Ceo) $0 $707,624 $131,736
Matthew Morgan (Vp, Cfo) $0 $647,582 $143,377

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,709,173
Expenses
$48,165,480
Net Income
$4,543,693
Net Assets
-$46,284,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,158,002
42.0%
Program Services $27,934,437
53.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,616,734
5.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $27,149,653
56.4%
Assets/Debt
Total Assets $6,330,652
Total Liabilities $52,615,610
Net Assets -$46,284,958
Compensation
Key Employees and Officers Compensation Related Other
Steven J Fowler (Physician) $1,015,563 $0 $29,403
Gregory Scott Spowart (Physician) $908,545 $0 $8,087
Ambreen Laeeq (Physician) $807,000 $0 $1,926
Steven L Goldberg (Physician) $587,000 $0 $33,402
Sinha Nupur (Physician) $507,899 $0 $36,118
Randy Charles (Vice Chair) $0 $0 $0
Guru Khalsa Md (Director) $0 $169,928 $0
Stan Mckee (Chair) $0 $0 $0
David Straface Md (Director) $0 $0 $0
Steven Packer Md (Director & President) $0 $1,273,470 $102,945
Wayne Moon (Director) $0 $0 $0
Lancelot Alexander Md (Director) $0 $0 $0
Jack Jewett (Director) $0 $0 $0
Laura Zehm (Director) $0 $719,570 $256,951
Mark Carvlho Md (Ceo, Montage Medical Group) $0 $572,020 $73,926
Matthew Morgan (Vp, Cfo) $0 $624,558 $107,515

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,108,419
Expenses
$45,290,303
Net Income
-$15,181,884
Net Assets
-$50,828,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,624,000
5.4%
Program Services $26,104,620
86.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,379,799
7.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $358,212
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $23,777,291
52.5%
Assets/Debt
Total Assets $7,809,381
Total Liabilities $58,638,032
Net Assets -$50,828,651
Compensation
Key Employees and Officers Compensation Related Other
Steven Fowler Md (Physician) $836,442 $0 $9,771
Steven Goldberg Md (Physician) $587,000 $0 $10,752
Larry Berte Md (Physician) $505,232 $0 $25,000
Diane Sobkowicz Md (Physician) $497,994 $0 $33,797
Nupur Sinha Md (Physician) $496,954 $0 $40,774
David Straface Md (Director) $358,212 $0 $0
Stan Mckee (Chair) $0 $0 $0
John Mahoney Md (Vice Chair) $0 $0 $0
Steven Packer Md (President) $0 $2,054,979 $292,816
Anthony Chavis Md (Secretary) $0 $680,339 $149,871
Guru Khalsa Md (Director) $0 $152,100 $0
Wayne Moon (Director) $0 $0 $0
Lancelot Alexander Md (Director) $0 $0 $0
Randall Charles (Director) $0 $0 $0
Laura Zehm (Cfo) $0 $726,266 $179,317

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,718,888
Expenses
$28,241,996
Net Income
-$10,523,108
Net Assets
-$33,686,767
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500,000
8.5%
Program Services $16,218,888
91.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $328,966
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $17,389,034
61.6%
Assets/Debt
Total Assets $5,737,218
Total Liabilities $39,423,985
Net Assets -$33,686,767
Compensation
Key Employees and Officers Compensation Related Other
Steven Goldberg Md (Physician) $576,356 $124,957 $21,775
Michael Jacobson Md (Physician) $420,171 $92,986 $31,399
Andrea Chan Md (Physician) $415,036 $76,494 $29,205
Jeanne Phillips Md (Physician) $405,893 $34,892 $18,881
Shinkai Hakima Md (Physician) $400,250 $47,500 $25,524
David Straface Md (Director) $328,966 $49,000 $0
Stan Mckee (Chair) $0 $0 $0
Mike Lyon (Vice Chair) $0 $0 $0
Steven Packer Md (President) $0 $1,177,557 $385,978
Anthony Chavis Md (Secretary) $0 $651,367 $120,838
John Mahoney Md (Director) $0 $0 $0
Guru Khalsa Md (Director) $0 $146,988 $0
Wayne Moon (Director) $0 $0 $0
Lancelot Alexander Md (Director) $0 $0 $0
Laura Zehm (Cfo) $0 $701,535 $142,193

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,576,485
Expenses
$25,080,555
Net Income
-$8,504,070
Net Assets
-$23,163,659
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500,000
9.0%
Program Services $15,076,485
91.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $340,469
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $15,359,565
61.2%
Assets/Debt
Total Assets $4,180,126
Total Liabilities $27,343,785
Net Assets -$23,163,659
Compensation
Key Employees and Officers Compensation Related Other
Andrea Chan Md (Physician) $484,853 $0 $30,084
Michael Jacobson Md (Physician) $421,721 $0 $29,271
Steven Goldberg Md (Physician) $410,452 $0 $10,404
Shinkai Hakima Md (Physician) $398,680 $0 $6,654
Nupur Sinha Md (Physician) $390,625 $0 $35,273
David Straface Md (Director) $297,248 $0 $43,221
Stan Mckee (Chair) $0 $0 $0
Mike Lyon (Vice Chair) $0 $0 $0
Steven Packer Md (President) $0 $1,086,864 $156,284
Anthony Chavis (Secretary) $0 $603,513 $92,563
John Mahoney Md (Director) $0 $0 $0
Guru Khalsa Md (Director) $0 $73,800 $0
Wayne Moon (Director) $0 $0 $0
Lancelot Alexander Md (Director) $0 $0 $0
Laura Zehm (Cfo) $0 $681,609 $105,996

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,076,688
Expenses
$21,864,374
Net Income
-$7,787,686
Net Assets
-$14,659,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,076,688
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $359,798
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $12,188,666
55.7%
Assets/Debt
Total Assets $3,070,963
Total Liabilities $17,730,552
Net Assets -$14,659,589

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,984,952
Expenses
$15,918,789
Net Income
-$2,933,837
Net Assets
-$6,871,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500,000
11.6%
Program Services $10,054,815
77.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,430,137
11.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $371,608
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $10,111,128
63.5%
Assets/Debt
Total Assets $2,985,603
Total Liabilities $9,857,506
Net Assets -$6,871,903
Compensation
Key Employees and Officers Compensation Related Other
Nicholas Chee Md (Employee) $403,623 $2,912 $35,177
Pir Shah Md (Employee) $397,772 $63,400 $41,601
Alexander Izmailov Md (Employee) $370,607 $79,652 $18,000
Michael Galloway Md (Employee) $356,582 $0 $9,594
Jihad Jaffer Md (Employee) $355,535 $61,065 $7,714
David Straface Md (Director) $336,427 $0 $24,006
Geraldin Taplin Md (Board Member) $11,175 $0 $0
Mike Lyon (Vice Chair) $0 $0 $0
Steven Packer Md (President) $0 $929,346 $309,395
Jill Sheffield (Chair) $0 $0 $0
Anthony Chavis (Secretary) $0 $582,678 $88,713
John Mahoney (Director) $0 $0 $0
Stan Mckee (Director) $0 $0 $0
Laura Zehm (Cfo) $0 $606,752 $102,146

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,266,725
Expenses
$11,523,486
Net Income
-$3,256,761
Net Assets
-$3,938,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $665,996
8.1%
Program Services $6,905,555
83.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $695,174
8.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $353,097
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $7,143,823
62.0%
Assets/Debt
Total Assets $2,154,968
Total Liabilities $6,093,034
Net Assets -$3,938,066
Compensation
Key Employees and Officers Compensation Related Other
Alexander Izmailov Md (Employee) $312,860 $75,000 $4,932
David Straface Md (Director (Through 12/2014)) $310,361 $1,275 $42,736
Jihad Jaffer Md (Employee) $298,992 $20,525 $13,627
Vanessa Gulla Md (Employee) $277,083 $50,000 $2,859
Harry Nervino Md (Employee) $272,532 $0 $11,384
Lancelot Alexander Md (Employee) $272,205 $1,650 $10,901
Mike Lyon (Vice Chair) $0 $0 $0
Tim Nylen (Board Member) $0 $357,807 $35,085
Steven Packer Md (President) $0 $901,419 $299,579
Jill Sheffield (Chair) $0 $0 $0
Byrl Smith (Secretary (Through 12/2014)) $0 $0 $0
Geraldin Taplin Md (Board Member) $0 $0 $0
Laura Zehm (Cfo) $0 $588,774 $82,874

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,754,854
Expenses
$5,666,499
Net Income
-$911,645
Net Assets
-$681,305
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
21.0%
Program Services $3,544,480
74.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $210,374
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $315,898
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $3,087,616
54.5%
Assets/Debt
Total Assets $1,266,991
Total Liabilities $1,948,296
Net Assets -$681,305
Compensation
Key Employees and Officers Compensation Related Other
David Straface Md (Director) $275,664 $0 $40,234
Pauljohn Hayner (Employee) $234,787 $0 $15,565
Andrew Johnston (Employee) $221,120 $0 $22,250
Agnieszka Lech (Employee) $213,578 $0 $13,688
Jill J Tiongco (Employee) $206,895 $0 $21,212
Daniel J Son (Employee) $174,385 $0 $25,539
Mike Lyon (Vice Chair) $0 $0 $0
Tim Nylen (Board Member) $0 $363,444 $33,733
Steven Packer Md (President) $0 $869,342 $146,196
Jill Sheffield (Director) $0 $0 $0
Byrl Smith (Secretary) $0 $0 $0
Geraldin Taplin Md (Board Member) $0 $0 $0
Laura Zehm (Cfo) $0 $513,929 $78,006

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,363,906
Expenses
$4,078,243
Net Income
-$714,337
Net Assets
$230,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
29.7%
Program Services $2,265,054
67.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $98,852
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $277,401
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,349,472
57.6%
Assets/Debt
Total Assets $1,008,589
Total Liabilities $778,249
Net Assets $230,340

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,517,877
Expenses
$3,282,748
Net Income
$235,129
Net Assets
$944,677
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,892,057
53.8%
Program Services $1,625,820
46.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,072,374
32.7%
Professional Fundraising Fees $0
Other Salaries and Wages $993,402
30.3%
Assets/Debt
Total Assets $1,122,704
Total Liabilities $178,027
Net Assets $944,677

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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