To improve community health and quality of life.
Financial Overview
From 2024 IRS Form 990-PF · 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
About Bozeman Deaconess Health Services
Based on IRS filings
Bozeman Deaconess Health Services is a nonprofit organization 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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,952,017 | $1,090,659 | $229,958 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
51 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include MT State University Foundation ($285,715), Cancer Support Comununity MT ($60,000), Thrive ($30,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John How | Chair | 1 | — |
| Jim Berend - Vice ChairJan | -Jun)/2nd Vice Chair (as of July) | 1 | — |
| Becky Franks - 2nd Vice | Chair (Jan-Jun)/Vice Chair (as of July) | 1 | — |
| Jon Knockey | Treasurer | 1 | — |
| Elizabeth Carver | Secretary | 1 | — |
| David Crites | Director (as of July) | 50 | $359,027 |
| Amy Croover | Director (as of July) | 1 | — |
| Francisco Ferreyra-Munoz | Director (as of July) | 1 | — |
| Vicki Groeneweg | Director | 1 | — |
| Bruce Harmony | Director (until June) | 1 | — |
| Meghan Johnston | Internist/Director | 50 | $258,392 |
| Sara Lattimore | Director (as of July) | 1 | — |
| Cory Pulfrey | Director | 1 | — |
| Melinda Roberts | Director (until June) | 1 | — |
| Walt Sales | Director (until June) | 1 | — |
| Alyce Schultz | Director | 1 | — |
| Kim Scurry | Director (as of July) | 1 | — |
| Dane Sobek | Cardiologist/Director (until June) | 50 | $731,356 |
| Dan Taft | Director (as of July) | 1 | — |
| Kathryn Bertany | CEO | 20 | $628,654 |
| Brad Ludford | CFO | 20 | $422,456 |
| Christopher Spoja | Chief Medical Officer | 20 | $491,504 |
| Kiera Pattison | Chief Nursing Officer | 20 | $306,939 |
| Kallie Kujawa | Chief Operating Officer | 20 | $287,869 |
| Steve Klein | Chief Legal Officer | 20 | $297,201 |
| Andrew Herman MD | Gastroenterologist | 50 | $788,497 |
| Mark Hancock MD | Hematology and Oncology | 50 | $745,578 |
| Jason Skenazy MD | Urologist | 50 | $738,927 |
| Nathaniel Madsen MD | Cardiology | 50 | $737,253 |
| Andrew Gentry MD | Gastroenterologist | 50 | $724,698 |
| John Hill | Former Officer | — | $463,785 |
| Tamara Havenhill-Jacobs | Former Key Employee | — | $177,401 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bozeman Deaconess Health Services?
Bozeman Deaconess Health Services is a nonprofit organization focused on Health, based in BOZEMAN, MT. It holds $209.8M in total assets as of 2024.
How large is Bozeman Deaconess Health Services?
As of 2024, Bozeman Deaconess Health Services holds $209.8M in total assets with $193.2M in annual revenue. It awarded 9 grants totaling $472K in 2024.
Where does Bozeman Deaconess Health Services operate?
Bozeman Deaconess Health Services has awarded grants in Montana.
What size grants does Bozeman Deaconess Health Services award?
In 2024, Bozeman Deaconess Health Services awarded 9 grants totaling $472K — an average of about $52K per grant, based on its IRS Form 990 filings.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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