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Bozeman Deaconess Health Services

Public charity · Grantmaker Bozeman, MT EIN: 81-0232121 Website

To improve community health and quality of life.

Key facts about Bozeman Deaconess Health Services

In short: Bozeman Deaconess Health Services gave $472K across 9 grants in 2024 (avg $52K), mostly in Montana. Source: 2024 IRS Form 990.

EIN
81-0232121
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$471,715
Grants made (2024)
9
Average grant
$52,413
Median grant
$20,000
Total assets
$209,808,822
Primary geography
Montana (100% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$209.8M

+25.2% YoY

Annual Giving

$472K

-14.3% YoY

Grant Count

9

-43.8% YoY

Avg Grant Size

$52K

+52.3% YoY

How Bozeman Deaconess Health Services gives

  • Giving grew 713% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 9 itemized grants.

States

Cities

BozemanBig SkyLivingstonMissoula

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K8 grants2020 5 grants2021 13 grants2022 16 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $58K (2021) to $764K (2020). In 2024 it made 9 grants totaling $472K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

MT State University Foundation: $286KMT State University Foundation$286KCancer Support Comununity MT: $60KCancer Support Comununity MT$60KThrive: $30KThrive$30KCommunity Health Partners: $26KCommunity Health Partners$26KWellness in Action: $20KWellness in Action$20KBridgercare: $20KBridgercare$20KHuman Resource Development Council of District IX (HRDC): $10KHuman Resource DevelopmentCouncil of District IX (HRDC)$10KBridger Ski Foundation: $10KBridger Ski Foundation$10KGallatin Valley Land Trust: $10KGallatin Valley Land Trust$10K

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

38<$50K7$50–100K1$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 38 grants of 51 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MT State University Foundation Bozeman, MTSupport improving access to Health Services in our service area$285,715
Cancer Support Comununity MT Bozeman, MTSupport cancer support services within our service area$60,000
Thrive Bozeman, MTSupport human service needs within our service area$30,000
Community Health Partners Bozeman, MTSupport improving access to Health Services in our service area$26,000
Wellness in Action Big Sky, MTSupport behavioral health services within our service area$20,000
Bridgercare Bozeman, MTSupport improving access to Health Services in our service area$20,000
Human Resource Development Council of District IX (HRDC) Bozeman, MTSupport resources for low income population in our service area$10,000
Bridger Ski Foundation Bozeman, MTSupport healthy lifestyles for youth in our service area$10,000
Gallatin Valley Land Trust Bozeman, MTSupport healthy lifestyles in our service area$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100M$200M$300M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$209,808,822$167,581,983$150,278,571
Revenue$193,188,843$179,160,277$163,884,781
Expenses$190,049,163$179,362,860$162,874,704
Net Investment Income$2,952,017$1,090,659$229,958

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS October 28, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS October 25, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS October 25, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 11, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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

Andrew Herman MD — Gastroenterologist: $788KAndrew Herman MDGastroenterologist$788KMark Hancock MD — Hematology and Oncology: $746KMark Hancock MDHematology and Oncology$746KJason Skenazy MD — Urologist: $739KJason Skenazy MDUrologist$739KNathaniel Madsen MD — Cardiology: $737KNathaniel Madsen MDCardiology$737KDane Sobek — Cardiologist/Director (until June): $731KDane SobekCardiologist/Director (until…$731KAndrew Gentry MD — Gastroenterologist: $725KAndrew Gentry MDGastroenterologist$725KKathryn Bertany — CEO: $629KKathryn BertanyCEO$629KChristopher Spoja — Chief Medical Officer: $492KChristopher SpojaChief Medical Officer$492KJohn Hill — Former Officer: $464KJohn HillFormer Officer$464KBrad Ludford — CFO: $422KBrad LudfordCFO$422KDavid Crites — Director (as of July): $359KDavid CritesDirector (as of July)$359KKiera Pattison — Chief Nursing Officer: $307KKiera PattisonChief Nursing Officer$307KSteve Klein — Chief Legal Officer: $297KSteve KleinChief Legal Officer$297KKallie Kujawa — Chief Operating Officer: $288KKallie KujawaChief Operating Officer$288KMeghan Johnston — Internist/Director: $258KMeghan JohnstonInternist/Director$258KTamara Havenhill-Jacobs — Former Key Employee: $177KTamara Havenhill-JacobsFormer Key Employee$177K

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.

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