Montana Healthcare Foundation
The Montana Healthcare Foundation is a 501(c)(3) private foundation based in Bozeman, Montana. Established in 2013 as a result of the sale of Blue Cross Blue Shield of Montana, the foundation was created by state law to manage assets from this sale for public benefit. As a permanent foundation, it functions as a stable and reliable resource for improving health in Montana.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$5.2M
-7.4% YoY
Grant Count
162
-16.1% YoY
Avg Grant Size
$32K
+10.3% YoY
Mission & Focus Areas
The Montana Healthcare Foundation makes strategic investments to improve the health and well-being of all Montanans. The foundation contributes to a measurably healthier state by:
- Supporting access to quality and affordable health services
- Conducting evidence-driven research and analysis
- Addressing upstream influences on health and illness
- Providing funding, leadership, and expertise to help communities tackle Montana's most important health problems
The foundation prioritizes supporting the health and well-being of people and communities at increased risk for poor health outcomes because of income, geographic barriers, the availability and accessibility of health and social services, and health disparities.
Grantmaking
The foundation provides multiple forms of support to advance its mission:
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Geographic Focus
Where this funder awards grants
The foundation's primary focus is Montana, with some grantmaking activity in California.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $283,925,399 (as of 2024)
Annual Giving: $5,168,456 (2024)
Revenue: $30,150,934 (2024)
Expenses: $10,325,923 (2024)
Total Liabilities: $2,94,000 (2024)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| 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 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
2 open opportunities from Montana Healthcare Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Confederated Salish & Kootenai Tribal Health ($150,000), All Nations Health Center ($76,196), Behavioral Health Alliance of Montana ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACTION INC BUTTE, MT | BUTTE HOUSING IS HEALTHCARE (HIH) PERMANENT SUPPORTIVE HOUSING PROJECT | $12,500 |
| ACTION INC BUTTE, MT | BUTTE PERMANENT SUPPORTIVE HOUSING PLANNING AND DEVELOPMENT | $20,000 |
| ALL NATIONS HEALTH CENTER MISSOULA, MT | ALL NATIONS ROADMAP TO SUCCESS | $76,196 |
| ALLIANCE FOR YOUTH INC GREAT FALLS, MT | RECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE | $18,750 |
| ALLIANCE FOR YOUTH INC GREAT FALLS, MT | RECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE | $18,750 |
| APSAALOOKE NATION HOUSING AUTHORITY CROW AGENCY, MT | APSAALOOKE NATION HOUSING AUTHORITY NEEDS ASSESSMENT/CAPACITY BUILDING | $26,046 |
| ARLEE COMMUNITY DEVELOPMENT CORPORATION ARLEE, MT | BUILDING ORGANIZATIONAL RESILIENCE: SUSTAINING & STRENGTHENING ORGANIZATIONAL SUPPORT AND CONTRIBUTIONS TO CONFEDERATED SALISH AND KOOTENAI TRIBES (CSKT) CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) HEALTH INITIATIVE IN THE JOCKO VALLEY | $30,000 |
| BARRETT HOSPITAL AND HEALTHCARE DILLON, MT | BEHAVIORAL HEALTH CONSOLIDATION GRANT | $12,500 |
| BARRETT HOSPITAL AND HEALTHCARE DILLON, MT | BEHAVIORAL HEALTH CONSOLIDATION GRANT | $12,500 |
| BEHAVIORAL HEALTH ALLIANCE OF MONTANA MISSOULA, MT | SUSTAINABLE OPERATING FUNDING | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Board of Trustees:
- Paul Cook, Chair
- Gerald Gray, Vice-Chair
- William Underriner, Treasurer
- Michael Harrington, Secretary
- Judith Lapan, Trustee
- Joanne Pieper, Trustee
Executive Leadership:
- Aaron Wernham, CEO
- Price Klaas, Operations Director
- Scott Malloy, Program Director
- Tressie White, Program Director
- Kiely Houston, Data & Evaluation Manager
- Tracy Menuez, Senior Program Officer
Staff: The foundation employs 16 staff members.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL COOK | CHAIR | 10 | $36,000 |
| GERALD GRAY | VICE-CHAIR | 8 | $36,000 |
| WILLIAM UNDERRINER | TREASURER | 12 | $36,000 |
| MICHAEL HARRINGTON | SECRETARY | 7 | $36,000 |
| JUDITH LAPAN | TRUSTEE | 8 | $36,000 |
| JOANNE PIEPER | TRUSTEE | 9 | $36,000 |
| AARON WERNHAM | CEO | 40 | $342,498 |
Contact Information
Address: 777 East Main Street, Suite 201, Bozeman, Montana 59715
Phone: (406) 451-7060
Email: info@mthcf.org
Website: mthf.org
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Montana Healthcare Foundation fund?
The Montana Healthcare Foundation makes strategic investments to improve the health and well-being of all Montanans. The foundation contributes to a measurably healthier state by: • Supporting access to quality and affordable health services • Conducting evidence-driven research and analysis • Addressing upstream influences on health and illness • Providing funding, leadership, and expertise to help communities tackle Montana's most important health problems The foundation prioritizes supportin…
How do I apply for a grant from Montana Healthcare Foundation?
**Grant Amounts:** Typical awards range from $5,000 to $400,000, with a median grant amount of $25,000. **Recent Grant Activity:** The foundation made 162 grants in 2024, including: • Montana Public Health Institute Start Up: $200,000 • Logan Health-Whitefish Foundation for School Based Health Center programs in St. Ignatius and Charlo School Districts: $100,000 **Foundation Activities Beyond Grants:** The foundation provides multiple forms of support to advance its mission: • **Direct Programs…
Where does Montana Healthcare Foundation make grants?
The foundation's primary focus is Montana, with some grantmaking activity in California.
What size grants does Montana Healthcare Foundation award?
In 2024, Montana Healthcare Foundation awarded 162 grants totaling $5.2M — an average of about $32K per grant, based on its IRS Form 990 filings.
What is Montana Healthcare Foundation's EIN?
Montana Healthcare Foundation's EIN (Employer Identification Number) is 46-6854005. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Montana Healthcare Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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