Bozeman Deaconess Health Services
To improve community health and quality of life.
Bozeman Deaconess Health Services at a glance
In short: Bozeman Deaconess Health Services gave $472K across 9 grants in 2024 (avg $52K), mostly in Montana. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $471,715
- -14.3% vs 2023
- Grants made (2024)
- 9
- -43.8% vs 2023
- Average grant
- $52,413
- +52.3% vs 2023
- Median grant
- $20,000
- Total assets
- $209,808,822
- +25.2% 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 Bozeman Deaconess Health Services funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was MT State University Foundation ($286K). Together the top 9 received $472K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 38 grants of 51 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
States
Cities
How Bozeman Deaconess Health Services gives
- Giving grew 713% from 2021 to 2024. 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 $58K (2021) to $764K (2020). In 2024 it made 9 grants totaling $472K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MT State University Foundation Bozeman, MT | Support improving access to Health Services in our service area | $285,715 |
| Cancer Support Comununity MT Bozeman, MT | Support cancer support services within our service area | $60,000 |
| Thrive Bozeman, MT | Support human service needs within our service area | $30,000 |
| Community Health Partners Bozeman, MT | Support improving access to Health Services in our service area | $26,000 |
| Wellness in Action Big Sky, MT | Support behavioral health services within our service area | $20,000 |
| Bridgercare Bozeman, MT | Support improving access to Health Services in our service area | $20,000 |
| Human Resource Development Council of District IX (HRDC) Bozeman, MT | Support resources for low income population in our service area | $10,000 |
| Bridger Ski Foundation Bozeman, MT | Support healthy lifestyles for youth in our service area | $10,000 |
| Gallatin Valley Land Trust Bozeman, MT | Support healthy lifestyles in our service area | $10,000 |
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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 | $209,808,822 | $193,188,843 | $190,049,163 | $471,715 | 9 | $2,952,017 |
| 2023 | $167,581,983 | $179,160,277 | $179,362,860 | $550,700 | 16 | $1,090,659 |
| 2022 | $150,278,571 | $163,884,781 | $162,874,704 | $643,855 | 13 | $229,958 |
| 2021 | $178,954,474 | $153,541,900 | $150,991,765 | $58,000 | 5 | $62,326 |
| 2020 | $166,060,049 | $126,684,739 | $122,977,678 | $764,215 | 8 | $108,487 |
About Bozeman Deaconess Health Services
Based on IRS filings
Bozeman Deaconess Health Services is a public charity focused on Health, based in Bozeman, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $209.8M in total assets. In 2024, it awarded 9 grants totaling $472K. Net investment income was $3.0M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Bozeman Deaconess Health Services is led by Kathryn Bertany, CEO since 2023 (on filings since 2021); 16 of 32 officers listed in 2024 are compensated.
Officers on the 2024 filing
Kathryn Bertany
CEO
President of Hospitals → CEO, 2023
On filings since 2021
20 hrs/week
$605K (2021) → $629K (2024)
John How
Chair
Director → Director & Chair, 2022
Director & Chair → Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Becky Franks - 2nd Vice
Chair & Vice Chair
New on the 2024 filing
1 hr/week
No compensation reported
Dane Sobek
Cardiologist & Director
Director → Director & Cardiologist, 2021
On filings since 2020
50 hrs/week
$714K (2020) → $731K (2024)
Meghan Johnston
Internist & Director
On filings since 2023
50 hrs/week
$247K (2023) → $258K (2024)
David Crites
Director
New on the 2024 filing
50 hrs/week
$359K (2024)
Alyce Schultz
Director
On filings since 2020
1 hr/week
No compensation reported
Walt Sales
Director
On filings since 2020
1 hr/week
No compensation reported
Cory Pulfrey
Director
On filings since 2023
1 hr/week
No compensation reported
Melinda Roberts
Director
On filings since 2023
1 hr/week
No compensation reported
Vicki Groeneweg
Director
On filings since 2023
1 hr/week
No compensation reported
Amy Croover
Director
New on the 2024 filing
1 hr/week
No compensation reported
Bruce Harmony
Director
New on the 2024 filing
1 hr/week
No compensation reported
Dan Taft
Director
New on the 2024 filing
1 hr/week
No compensation reported
Francisco Ferreyra-Munoz
Director
New on the 2024 filing
1 hr/week
No compensation reported
Kim Scurry
Director
New on the 2024 filing
1 hr/week
No compensation reported
Sara Lattimore
Director
New on the 2024 filing
1 hr/week
No compensation reported
Andrew Gentry MD
Gastroenterologist
On filings since 2020
50 hrs/week
$631K (2020) → $725K (2024)
Brad Ludford
CFO
On filings since 2020
20 hrs/week
$401K (2020) → $422K (2024)
John Hill
Former Officer
CEO → Former CEO, 2023
Former CEO → Former Officer, 2024
On filings since 2020
$806K (2020) → $464K (2024)
Nathaniel Madsen MD
Cardiology
On filings since 2020
50 hrs/week
$714K (2020) → $737K (2024)
Tamara Havenhill-Jacobs
Former Key Employee
Chief Information Officer → Former Key Employee, 2024
On filings since 2021
$347K (2021) → $177K (2024)
Kallie Kujawa
Chief Operating Officer
Chief Clinical Transformation Officer → Chief Operating Officer, 2023
On filings since 2022
20 hrs/week
$282K (2022) → $288K (2024)
Mark Hancock MD
Hematology & Oncology
Internal Medicine → Hematology & Oncology, 2024
On filings since 2022
50 hrs/week
$734K (2022) → $746K (2024)
Kiera Pattison
Chief Nursing Officer
On filings since 2023
20 hrs/week
$336K (2023) → $307K (2024)
Steve Klein
Chief Legal Officer
On filings since 2023
20 hrs/week
$315K (2023) → $297K (2024)
Andrew Herman MD
Gastroenterologist
New on the 2024 filing
50 hrs/week
$788K (2024)
Christopher Spoja
Chief Medical Officer
New on the 2024 filing
20 hrs/week
$492K (2024)
Jason Skenazy MD
Urologist
New on the 2024 filing
50 hrs/week
$739K (2024)
Jon Knockey
Treasurer
Director Starting July → Treasurer, 2024
On filings since 2022
1 hr/week
No compensation reported
Elizabeth Carver
Secretary
On filings since 2023
1 hr/week
No compensation reported
Jim Berend - Vice ChairJan
-Jun & 2nd Vice Chair
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (29)
- Former: Bruce Hamory (2020–2023) — Director
- Former: Darci Bentson (2020–2023) — Former CAO
- Former: Kerri Brown (2020–2023) — Vice Chair
- Former: Kleanthis Dendrinos (2020–2023) — Gastroenterologist
- Former: Edie Willey (2021–2023) — Former Chief People Officer
- Former: Justin Thomas (2021–2023) — Hematologist
- Former: Mark Williams (2021–2023) — Former Chief Physician Officer
- Former: Denise Juneau (2022–2023) — Chief Government & Community Affairs Officer
- Former: Becky Franks - Director (2023) — 2nd Vice Chair
- Former: Jim Berend - Treasurer (2023) — Vice Chair
- Former: Jon Knokey - Director (2023) — Treasurer
- Former: Amy Strader (2020–2022) — Director
- Former: Don Beeman (2020–2022) — Secretary
- Former: Jerry Cashman (2020–2022) — Director
- Former: Katie Daughenbaugh (2020–2022) — Chair
- Former: Kerry Petitt (2020–2022) — Director
- Former: Peter Walsh (2020–2022) — Gastroenterologist
- Former: Signe Farris (2020–2022) — Vice Chair
- Former: Diane Patterson (2021–2022) — Chief Nursing Officer
- Former: Bekcy Franks (2022) — Director Starting July
- Former: Courtney Wagner (2022) — Internal Medicine
- Former: Elizabeth Carver - Director (2022) — Secretary Starting July
- Former: Jim Berend (2022) — Treasurer
- Former: Kathryn Bertany - Pres of (2022) — Hosps & Interim CEO
- Former: Kerri Brown - Treasurer (2022) — Vice Chair Starting July
- Former: Dennis Munson (2020–2021) — 1st Vice Chair
- Former: Elizabeth Lewis (2020–2021) — Former Key Employee COO
- Former: Gordon Davidson (2020–2021) — Former Officer CFO
- Former: Blair Erb (2020) — Cardiology
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 $788K, to Andrew Herman MD (Gastroenterologist). 16 officers or directors reported compensation on that filing.
Frequently asked questions about Bozeman Deaconess Health Services
How much does Bozeman Deaconess Health Services give each year?
Bozeman Deaconess Health Services gave $472K across 9 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $551K across 16 grants.
What is Bozeman Deaconess Health Services's typical grant size?
Bozeman Deaconess Health Services's median grant in 2024 was $20,000, and its average grant was $52,413, across 9 grants on its 2024 IRS Form 990.
Where does Bozeman Deaconess Health Services give grants?
Bozeman Deaconess Health Services gives mostly in Montana: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Bozeman, MT (8 grants).
Does Bozeman Deaconess Health Services give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Bozeman Deaconess Health Services's 2024 IRS Form 990 were described as general or operating support.
Who are Bozeman Deaconess Health Services's largest grantees?
Bozeman Deaconess Health Services's largest 2024 grantees include MT State University Foundation ($285,715), Cancer Support Comununity MT ($60,000) and Thrive ($30,000), according to its 2024 IRS Form 990. Together they received 80% of its itemized 2024 grant dollars.
How large is Bozeman Deaconess Health Services?
Bozeman Deaconess Health Services reported $209.8M in total assets on its 2024 IRS Form 990. Its revenue that year was $193.2M.
What is Bozeman Deaconess Health Services?
Bozeman Deaconess Health Services is a public charity focused on Health, based in Bozeman, MT. It holds $209.8M in total assets as of 2024.
What is Bozeman Deaconess Health Services's EIN?
Bozeman Deaconess Health Services's EIN (Employer Identification Number) is 81-0232121. 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 October 28, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 25, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 25, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 11, 2025)
- IRS filings on file for fiscal years 2020–2024
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