Civic Intelligence

Bozeman Deaconess Foundation

990 • Fiscal year 2018 • EIN 84-1407943

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profilewww.bozemanhealthfoundation.org
931 Highland Boulevard No 3200Bozeman, MT 59715

(406) 414-1085

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

24th percentile

0.10x

Higher debt load relative to revenue than 24% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$351,899

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-8.1%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$28,762,197

Up $472,657 (+1.7%) from 2017

Net Assets

Up

$28,334,718

Up $1,204,662 (+4.4%) from 2017

Liabilities

Down

$427,479

Down $732,005 (-63%) from 2017

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin89th percentile

Revenue

Down

$4,091,027

Down $359,114 (-8.1%) from 2017

Expenses

Down

$2,259,659

Down $841,671 (-27%) from 2017

Net Income

Up

$1,831,368

Up $482,557 (+36%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $20,163,783Liabilities 2010: $373,803Net Assets 2010: $19,789,9802010Assets 2011: $20,308,049Liabilities 2011: $351,043Net Assets 2011: $19,957,0062011Assets 2012: $19,218,689Liabilities 2012: $394,804Net Assets 2012: $18,823,8852012Assets 2013: $19,034,820Liabilities 2013: $766,108Net Assets 2013: $18,268,7122013Assets 2014: $19,921,117Liabilities 2014: $464,961Net Assets 2014: $19,456,1562014Assets 2015: $20,973,424Liabilities 2015: $357,330Net Assets 2015: $20,616,0942015Assets 2016: $24,491,553Liabilities 2016: $695,748Net Assets 2016: $23,795,8052016Assets 2017: $28,289,540Liabilities 2017: $1,159,484Net Assets 2017: $27,130,0562017Assets 2018: $28,762,197Liabilities 2018: $427,479Net Assets 2018: $28,334,7182018Assets 2019: $33,946,553Liabilities 2019: $3,105,313Net Assets 2019: $30,841,2402019Assets 2020: $41,832,378Liabilities 2020: $2,028,597Net Assets 2020: $39,803,7812020Assets 2021: $46,305,218Liabilities 2021: $2,433,302Net Assets 2021: $43,871,9162021Assets 2022: $38,276,789Liabilities 2022: $1,929,141Net Assets 2022: $36,347,6482022Assets 2023: $40,417,522Liabilities 2023: $1,112,698Net Assets 2023: $39,304,8242023Assets 2024: $45,113,935Liabilities 2024: $906,922Net Assets 2024: $44,207,0132024

Highlighted filing

2018

Assets$28,762,197
Liabilities$427,479
Net Assets$28,334,718
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,494,0972010Expenses 2011: $2,167,3762011Expenses 2012: $4,491,7892012Revenue 2013: $2,700,635Expenses 2013: $4,416,729Net Income 2013: -$1,716,0942013Revenue 2014: $3,205,725Expenses 2014: $2,689,542Net Income 2014: $516,1832014Revenue 2015: $2,774,729Expenses 2015: $2,184,559Net Income 2015: $590,1702015Revenue 2016: $5,738,878Expenses 2016: $3,771,372Net Income 2016: $1,967,5062016Revenue 2017: $4,450,141Expenses 2017: $3,101,330Net Income 2017: $1,348,8112017Revenue 2018: $4,091,027Expenses 2018: $2,259,659Net Income 2018: $1,831,3682018Revenue 2019: $4,029,406Expenses 2019: $4,545,968Net Income 2019: -$516,5622019Revenue 2020: $10,672,225Expenses 2020: $4,051,239Net Income 2020: $6,620,9862020Revenue 2021: $4,373,861Expenses 2021: $4,310,491Net Income 2021: $63,3702021Revenue 2022: $2,645,645Expenses 2022: $4,870,075Net Income 2022: -$2,224,4302022Revenue 2023: $5,465,024Expenses 2023: $5,005,079Net Income 2023: $459,9452023Revenue 2024: $4,493,370Expenses 2024: $3,704,931Net Income 2024: $788,4392024

Highlighted filing

2018

Revenue$4,091,027
Expenses$2,259,659
Net Income$1,831,368
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$7,274,474
Mission and Program Overview

Mission

To support Bozeman Health Services by promoting community participation in and financial support of activities to improve community health and quality of life.

To support Bozeman Health Services through philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,437,277$17,627,984▲ $2,190,707
Savings and Temporary Cash Investments$7,692,267$7,082,454▼ $609,813
Pledges and Grants Receivable$4,037,734$2,896,383▼ $1,141,351
Investments Other Securities$962,527$1,019,760▲ $57,233
Prepaid Expenses and Deferred Charges$97,988$49,627▼ $48,361
Land, Buildings, and Equipment, Net$14,727$12,381▼ $2,346
Accounts Receivable$14,728$946▼ $13,782
Total Assets$28,289,540$28,762,197▲ $472,657
Other Assets Total$32,292$72,662▲ $40,370
Liabilities
Other Liabilities$1,013,024$296,573▼ $716,451
Accounts Payable and Accrued Expenses$39,044$105,438▲ $66,394
Deferred Revenue$107,416$25,468▼ $81,948
Total Liabilities$1,159,484$427,479▼ $732,005
Net Assets / Fund Balance
Unrestricted Net Assets$14,686,085$13,787,488▼ $898,597
Temporarily Rstr Net Assets$9,999,216$11,818,724▲ $1,819,508
Permanently Rstr Net Assets$2,444,755$2,728,506▲ $283,751
Total Net Assets Fund Balance$27,130,056$28,334,718▲ $1,204,662
Total Liabilities and Net Assets / Fund Balance$28,289,540$28,762,197▲ $472,657

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,381$112,119$124,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$16,828,400$335,927▼ $723,008$169,014$16,272,305
2017$14,747,913$223,082▲ $2,235,283$377,878$16,828,400
2016$13,928,221$122,889▲ $843,418$146,615$14,747,913
2015$13,788,550$99,933▲ $216,493$176,755$13,928,221
2014$12,396,438$785,403▲ $619,492$12,783$13,788,550
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason SmithExecutive Vice PresidentFT$160,136$81,411$241,547

Board Members and Trustees

NameTitle
Chris RemelyChair
Rich DemingPast Chair
Jay Jutzy MDVice Chair
Lance Tinseth - 2ndVice-Chair (Jan-June)
Robyn Erlenbush - 2ndVice-Chair (Jul-Dec)
Jerry CashmanDirector
Kris DeasonDirector
Robin StephensonDirector
Tim Warner JrDirector
Ashley BurlesonDirector (Jul-Dec)
Eric FlynnDirector (Jul-Dec)
Vickie GroenewegDirector/Chief Nursing Officer
Susan EllisSecretary
Jim NessTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ghiorsi & Sorrenti IncConsulting255 Madison Ave, Wycoff, NJ 07481$248,142
Revenue and Support

Revenue Composition

Contributions and Grants
$2,855,166
Program Service Revenue
$0
Investment Income
$1,246,582
Other Revenue
$-10,721
All Other Contributions
$2,239,607
Change in Net Assets
$1,831,368

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$189,251Selling Price
Other Non Cash Contri Table129$56,776Donor Designated Val
Other Non Cash Contri Table2$26,500Donor Designated Val
Other Non Cash Contri Table13$8,985Donor Designated Val
Other Non Cash Contri Table11$3,359Donor Designated Val
Other Non Cash Contri Table10$435Donor Designated Val
Total Noncash Contributions175$285,306-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,003,393
Revenue Not Reported on Financial Statements
$87,634
Revenue Not Reported on Form 990
$-1,783,968
Other Revenue Adjustments
$-7,584
Total Revenue per Audited Statements
$2,219,425
Total Revenue per Form 990
$4,091,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$990,220
Total Fundraising Expense$824,424
Salaries, Compensation, and Employee Benefits$539,927
Other Expenses$422,934
Professional Fundraising Fees$306,578

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$954,792--$954,792
Fees for Services Professional Fundraising--$306,578$306,578
Current Officers, Directors, Trustees, and Key Employees-$115,942$125,604$241,546
Other Salaries and Wages-$103,434$112,054$215,488
Advertising-$56,484$106,523$163,007
Fees for Service Investment Mgmnt Fees-$19,044$76,174$95,218
Other Employee Benefits-$24,101$26,110$50,211
Fees for Services Other-$21,354$26,853$48,207
Grants to Domestic Individuals$35,428--$35,428
Occupancy-$33,120-$33,120
Payroll Taxes-$15,687$16,995$32,682
Fees for Services Accounting-$21,700-$21,700
Office Expenses-$11,252$6,059$17,311
All Other Expenses-$6,468$3,773$10,241
Travel-$1,611$7,941$9,552
Conferences and Meetings-$1,074$5,294$6,368
Depreciation Depletion-$3,620-$3,620
Other Expenses-$222$222$444
Total Functional Expenses$990,220$445,015$824,424$2,259,659

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,259,659
Total Expenses per Audited Statements$2,175,525
Expenses per Audited Statements$2,164,441
Expenses Not Reported on Financial Statements$95,218
Expenses Not Reported on Form 990$11,084
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bozeman Deaconess Health Services dba Bozeman HealthBozeman, MT501(c)(3)Support Hospital programs and services and support of Big Sky Medical Center.$481,565
Bozeman Health Deaconess HospitalBozeman, MT501(c)(3)Support of Hospital programs and services.$473,226
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$306,578
Fundraising Direct Expenses$113,168
Fundraising Gross Income$102,447

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hospitality Auction$718,006$102,447$98,456$3,991
Total Events$718,006$102,447$113,168$-10,721
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated liability to beneficiaries$241,499
Due to hospital division$55,074
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“The Executive Committee shall consist of the Chair, First Vice Chair, Second Vice Chair, the Secretary, the Treasurer and the Immediate Past Chair. The Executive Vice President of Philanthropy shall serve ex officio with voice but no vote on the Executive Committee. Members of the Executive Committee are also members of the Board of Directors. The Executive Committee acts on behalf of the Board pursuant to the policies and procedures established on an ongoing basis during the year. The Executive Committee shall report regularly and routinely to the Board concerning its activities on behalf of the organization.”

Form 990, Part VI, Section A, line 7A

“The Board of Directors is a voluntary Board appointed by the Trustees of Bozeman Deaconess Health Services, dba Bozeman Health.”

Form 990, Part VI, Section A, line 7B

“Ratification of board members and officers is subject to approval by the board of Bozeman Deaconess Health Services, dba Bozeman Health.”

Form 990, Part VI, Section B, line 11B

“The Executive Vice President of Philanthropy of the Foundation and the CFO of Bozeman Health will review the draft Form 990 prior to the Foundation's Finance Committee's review. The Board of the Foundation is provided a copy of the Form 990 prior to filing.”

Form 990, Part VI, Section B, line 12C

“All Board Members, Officers, and Senior Administration are covered by the conflict of interest policy and are required to annually complete a conflict of interest form disclosing any potential conflicts of interest. In-house Counsel of Bozeman Health, a related entity, identifies any potential conflicts and informs the Board Chair. The Board Chair discusses the conflict and decides whether the conflict is of such nature to exclude the conflicted party from discussion and/or vote.”

Form 990, Part VI, Section B, line 15A

“The Bozeman Health CEO receives a formal report by an independent third party qualified to perform a compensation review. This is presented by the CEO to the Foundation Executive Committee (empowered by the Foundation's Board of Directors to serve as the Compensation Committee). The Foundation Executive Committee determines the compensation of the Executive Vice President of Philanthropy based on the compensation review. This process is completed annually. Compensation levels for additional staff members are determined by Bozeman Health's Human Resources department, based upon salary survey data from multiple sources.”

Form 990, Part VI, Section C, line 19

“Public disclosure documents, conflict of interest, and organizing documents are available upon request. Per Board policy, audited financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Bozeman Deaconess Foundation
EIN
84-1407943
Phone
4064141085
Address
931 Highland Boulevard No 3200, Bozeman, MT 59715
Doing Business As
Bozeman Health Foundation

Signing Officer

Name
Brad Ludford
Title
CFO
Phone
4064141085
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Smith
Formed
1998
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
12
Employees
7
Volunteers
59

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of split-interest agreements -52,175. Transfers from Bozeman Deaconess Health Services 1,160,762.”

Financial Statement Notes

Part V, Line 4:

“Each endowment fund is privy to a separate agreement. Donations made for each purpose shall be received, held and invested by the Foundation according to established policies governing gift acceptance, investment and distribution. The principal of the Fund shall be retained in perpetuity. The interest income is utilized for the greatest needs of the designated department. Policy says the organization can use a portion of interest for operations. The endowment fund reported in Line 1 is currently being held by Bozeman Health Foundation and benefits Bozeman Health and related system entities. Due to this relationship the endowment fund is being reported on the Form 990, Schedule D, Part V for all three related entities.”

Part X, Line 2:

“The Foundation is organized as a Montana not-for-profit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code (IRC) Section 501(c)(3). The Foundation operates pursuant to Section 509 (a)(1) and 170(b)(l)(A)(vi) of the IRC. The Foundation is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Part XI, Line 2D - Other Adjustments:

“Change in value of split-interest agreements -52,175.”

Part XI, Line 4B - Other Adjustments:

“Fundraising Expenses Reported in Expenses in Financial Statement -7,584.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses Reported in Revenue on Form 990 7,584.”

Raw XML AppendixShowing 400 of 820 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt949211
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1425416
IRS990/Form990PartVIISectionAGrp/PersonNm0Chris Remely
IRS990/Form990PartVIISectionAGrp/PersonNm1Jay Jutzy MD
IRS990/Form990PartVIISectionAGrp/PersonNm2Robyn Erlenbush - 2nd
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Ellis
IRS990/Form990PartVIISectionAGrp/PersonNm4Jim Ness
IRS990/Form990PartVIISectionAGrp/PersonNm5Rich Deming
IRS990/Form990PartVIISectionAGrp/PersonNm6Lance Tinseth - 2nd
IRS990/Form990PartVIISectionAGrp/PersonNm7Jerry Cashman
IRS990/Form990PartVIISectionAGrp/PersonNm8Kris Deason
IRS990/Form990PartVIISectionAGrp/PersonNm9Vickie Groeneweg
IRS990/Form990PartVIISectionAGrp/PersonNm10Robin Stephenson
IRS990/Form990PartVIISectionAGrp/PersonNm11Tim Warner Jr
IRS990/Form990PartVIISectionAGrp/PersonNm12Eric Flynn
IRS990/Form990PartVIISectionAGrp/PersonNm13Ashley Burleson
IRS990/Form990PartVIISectionAGrp/PersonNm14Jason Smith
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice-Chair (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice-Chair (Jan-June)
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director/Chief Nursing Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Vice President
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IRS990/FSAuditedInd01
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IRS990/FundraisingDirectExpensesAmt0113168
IRS990/FundraisingGrossIncomeAmt0102447
IRS990/GainOrLossGrp/SecuritiesAmt0495367
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt015659
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0954792
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0954792
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt07274474
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IRS990/LandBldgEquipCostOrOtherBssAmt0124500
IRS990/LegalDomicileStateCd0MT
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To support Bozeman Health Services by promoting community participation in and financial support of activities to improve community health and quality of life.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10721
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10721
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1735293
IRS990/NoncashContributionsAmt0285306
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IRS990/OccupancyGrp/TotalAmt033120
IRS990/OfficeExpensesGrp/FundraisingAmt06059
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011252
IRS990/OfficeExpensesGrp/TotalAmt017311
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt072662
IRS990/OtherChangesInNetAssetsAmt01108587
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt026110
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024101
IRS990/OtherEmployeeBenefitsGrp/TotalAmt050211
IRS990/OtherExpensesGrp/Desc0Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc1Equipment Rental & Main
IRS990/OtherExpensesGrp/FundraisingAmt04244
IRS990/OtherExpensesGrp/FundraisingAmt1222
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1222
IRS990/OtherExpensesGrp/TotalAmt014146
IRS990/OtherExpensesGrp/TotalAmt1444
IRS990/OtherLiabilitiesGrp/BOYAmt01013024
IRS990/OtherLiabilitiesGrp/EOYAmt0296573
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0112054
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0103434
IRS990/OtherSalariesAndWagesGrp/TotalAmt0215488
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016995
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015687
IRS990/PayrollTaxesGrp/TotalAmt032682
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02444755
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02728506
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04037734
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02896383
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt097988
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt049627
IRS990/PrincipalOfficerNm0Jason Smith
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION AND TRAINING RESOURCES FOR BOZEMAN DEACONESS HEALTH SERVICES: Bozeman Health Deaconess Hospital is working to achieve Magnet status, completing the process in 2018. The Magnet Recognition Program was developed by the American Nurses Credentialing Center (ANCC) to recognize health care organizations that provide nursing excellence. The program also provides tools for disseminating successful nursing practices and strategies. Charitable funds designated toward nursing salaries were utilized to cover salary expenses for nursing staff while receiving specialized training and education in pursuit of Magnet recognition. In addition, certification exams, conference fees, and RNC exam fees were covered for various Family Birth Center professionals. Additional staff members attended conferences and training from various areas including cardiac, telemedicine and Palliative Care.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0170304
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0170304
IRS990/ProgSrvcAccomActy3Grp/Desc0PURCHASE OF TECHNOLOGY AND EQUIPMENT FOR BOZEMAN DEACONESS HEALTH SERVICES: In an ongoing effort to maintain and expand state-of-the-art medical technology for patients served by Bozeman Health, charitable funds were used to acquire and maintain essential technology. Service agreements were covered for the MRI at Big Sky Medical Center as well as agreements for telehealth at Bozeman Health Deaconess Hospital. A specialized bed was purchased for the Stroke Program. Emergency Services was equipped with two new computers on wheels to be used in the safe rooms. Mission Lifeline Grant funds were utilized for reimbursements in the Cath Lab. Telemetry units were purchased for over $17,000 for the Family Birth Center.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0160784
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0160784
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MISCELLANEOUS EXPENDITURES: Departmental greatest needs funds were utilized to enhance the patient experience and to meet community needs in a variety of ways. Good Samaritan funds were provided to cover patient care needs for those that can't afford basic needs in order to help them meet necessities to then make their medical needs a priority. Likewise, the Cancer Center Patient Care Fund assisted patients with special needs for transportation, medications, utilities and other issues creating financial hardship in the amount of just over $15,000. No cost mammography services were provided to a significant number of un- and under-insured women through a collaborative community program. Support was given to hospital employees experiencing emergent financial difficulties. Music, massage therapies, and financial assistance were provided for Hospice patients. Also as part of grant funds, an outreach coordinator position was reimbursed to coordinate all outreach efforts such as health fairs, the Healthcare Connections Mobile Van, and other community partnerships. Similarly, the telehealth coordinator position was reimbursed to coordinate all telehealth services. Funds were transferred to Bozeman Health for the Montana Diabetes Prevention program. Per donor designation, spiritual care services were reimbursed for senior and inpatient care. Bozeman Health continues to integrate behavioral health into the primary care and pediatric settings. Funds were secured to implement these programs, and transferred to Bozeman Health for salaries and services. Donations were given, and subsequently transferred to Bozeman Health, specifically to purchase secure medication recycle bins for the pharmacy.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0643473
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0643473
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02919717
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01902011
IRS990/PYInvestmentIncomeAmt01492497
IRS990/PYOtherExpensesAmt0363887
IRS990/PYOtherRevenueAmt037927
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01348811
IRS990/PYSalariesCompEmpBnftPaidAmt0451143
IRS990/PYTotalExpensesAmt03101330
IRS990/PYTotalProfFndrsngExpnsAmt0384289
IRS990/PYTotalRevenueAmt04450141
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01831368
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07692267
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07082454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02855168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02919717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05172605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02380077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02567524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015895091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0751213
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0547843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0387781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0286805
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0349775
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02323417
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0482344
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75290
IRS990ScheduleA/PublicSupportPY170Pct00.72470
IRS990ScheduleA/PublicSupportTotal170Amt013715831
IRS990ScheduleA/SubstantialContributorsTotAmt02179260
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02855168
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02919717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05172605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02380077
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02567524
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt015895091
IRS990ScheduleA/TotalSupportAmt018218508
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,762,197
Liabilities
$427,479
Net assets
$28,334,718
Revenue
$4,091,027
Expenses
$2,259,659
Net income
$1,831,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.1$0.91$44.2$4.49$3.70$0.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.4$1.11$39.3$5.47$5.01$0.46
2022Detailed filing. Detailed filing data is available for this year.$38.3$1.93$36.3$2.65$4.87$2.22
2021Detailed filing. Detailed filing data is available for this year.$46.3$2.43$43.9$4.37$4.31$0.06
2020Detailed filing. Detailed filing data is available for this year.$41.8$2.03$39.8$10.7$4.05$6.62
2019Detailed filing. Detailed filing data is available for this year.$33.9$3.11$30.8$4.03$4.55$0.52
2018Detailed filing. Detailed filing data is available for this year.$28.8$0.43$28.3$4.09$2.26$1.83
2017Detailed filing. Detailed filing data is available for this year.$28.3$1.16$27.1$4.45$3.10$1.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.5$0.70$23.8$5.74$3.77$1.97
2015Detailed filing. Detailed filing data is available for this year.$21.0$0.36$20.6$2.77$2.18$0.59
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.46$19.5$3.21$2.69$0.52
2013Detailed filing. Detailed filing data is available for this year.$19.0$0.77$18.3$2.70$4.42$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.39$18.8$4.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.35$20.0$2.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$0.37$19.8$1.49