Benefis Health System Foundation Inc
Improving and enhancing healthcare services for people throughout north central Montana.
Benefis Health System Foundation Inc at a glance
In short: Benefis Health System Foundation Inc gave $1.7M across 2 grants in 2024 (avg $872K), mostly in Montana. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $1,743,137
- -3.4% vs 2023
- Grants made (2024)
- 2
- -33.3% vs 2023
- Average grant
- $871,569
- +44.9% vs 2023
- Median grant
- $871,569
- Total assets
- $52,474,701
- +5.1% vs 2023
- Primary geography
- Montana (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Benefis Health System Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Benefis Health System ($1.6M). Together the top 2 received $1.7M.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 12 (42%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Benefis Health System Foundation Inc gives
- Giving held roughly steady from 2021 to 2024 (−7%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.5M (2022) to $1.9M (2021). In 2024 it made 2 grants totaling $1.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Benefis Health System Great Falls, MT | See Part IV | $1,556,875 |
| Benefis Hospitals Great Falls, MT | See Part IV | $186,262 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $52,474,701 | $6,743,140 | $3,776,246 | $1,743,137 | 2 | $4,064,031 |
| 2023 | $49,947,840 | $4,574,646 | $3,341,306 | $1,804,448 | 3 | $1,484,924 |
| 2022 | $43,455,290 | $7,367,479 | $2,948,902 | $1,503,001 | 3 | $2,304,824 |
| 2021 | $47,880,338 | $8,016,798 | $3,278,598 | $1,871,141 | 2 | $4,834,196 |
| 2020 | $42,906,432 | $6,767,351 | $3,119,910 | $1,808,284 | 2 | $3,784,577 |
About Benefis Health System Foundation Inc
Based on IRS filings
Benefis Health System Foundation Inc is a public charity focused on Health, based in Great Falls, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $52.5M in total assets. In 2024, it awarded 2 grants totaling $1.7M. Net investment income was $4.1M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Benefis Health System Foundation Inc is led by Jerry L. Lehman, Chair since 2022 (on filings since 2020); 2 of 20 officers listed in 2024 are compensated.
Officers on the 2024 filing
Jerry L. Lehman
Chair
Treasurer → Vice Chair, 2021
Vice Chair → Chair, 2022
On filings since 2020
3 hrs/week
No compensation reported
Brittany Noble
Finance Director
New on the 2024 filing
50 hrs/week
$74K (2024)
Dean Nelson
Director
Chair → Director, 2022
On filings since 2020
2 hrs/week
No compensation reported
Erin Townsend
Director
On filings since 2020
2 hrs/week
No compensation reported
Forrest Ehlinger
Director
On filings since 2020
2 hrs/week
No compensation reported
Jared Brown
Director
On filings since 2020
2 hrs/week
No compensation reported
Joan Tierney
Director
On filings since 2020
2 hrs/week
No compensation reported
Richard Blevins MD
Director
On filings since 2020
2 hrs/week
No compensation reported
Jon McCarty
Director
On filings since 2021
2 hrs/week
No compensation reported
Kassie Longfellow
Director
On filings since 2021
2 hrs/week
No compensation reported
Stephen L'heureux
Director
On filings since 2021
2 hrs/week
No compensation reported
James Simmons
Director
On filings since 2022
2 hrs/week
No compensation reported
Cathie Tronson
Director
On filings since 2023
2 hrs/week
No compensation reported
Eric Hinebauch
Director
On filings since 2023
2 hrs/week
No compensation reported
Ron Young
Director
On filings since 2023
2 hrs/week
No compensation reported
Kaci Husted
Director
New on the 2024 filing
2 hrs/week
No compensation reported
Jami Wald
Chief Operating Officer
On filings since 2022
50 hrs/week
$75K (2022) → $123K (2024)
Debra J. Ammondson
Vice Chair
Secretary → Vice Chair, 2022
On filings since 2020
3 hrs/week
No compensation reported
Randy Boysun
Treasurer
Director → Treasurer, 2021
On filings since 2020
3 hrs/week
No compensation reported
Sandi R. Wilson
Secretary
Director → Secretary, 2022
On filings since 2020
3 hrs/week
No compensation reported
Former officers (8)
- Former: Shannon Hoiland (2020–2023) — System Board Liaison
- Former: Hannah Dean (2022–2023) — Finance Director
- Former: Marilyn Parker (2020–2022) — Executive Director & COO
- Former: Jim Simmons (2020–2021) — Director
- Former: Lee Diel (2020–2021) — Director
- Former: Bryce Graft (2020) — Vice Chair
- Former: G. Mike Tabacco (2020) — Director
- Former: Janie Ward (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $123K, to Jami Wald (Chief Operating Officer). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Benefis Health System Foundation Inc
How much does Benefis Health System Foundation Inc give each year?
Benefis Health System Foundation Inc gave $1.7M across 2 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $1.8M across 3 grants.
How large is Benefis Health System Foundation Inc?
Benefis Health System Foundation Inc reported $52.5M in total assets on its 2024 IRS Form 990. Its revenue that year was $6.7M.
What is Benefis Health System Foundation Inc?
Benefis Health System Foundation Inc is a public charity focused on Health, based in Great Falls, MT. It holds $52.5M in total assets as of 2024.
Where does Benefis Health System Foundation Inc operate?
Benefis Health System Foundation Inc has awarded grants in Montana.
What is Benefis Health System Foundation Inc's EIN?
Benefis Health System Foundation Inc's EIN (Employer Identification Number) is 81-0480587. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 8, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
- IRS filings on file for fiscal years 2020–2024
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