Civic Intelligence

Bozeman Deaconess Foundation

990 • Fiscal year 2021 • EIN 84-1407943

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 30, 2022

Organization Profilewww.bozemanhealthfoundation.org
931 Highland Boulevard 3200Bozeman, MT 59715

(406) 414-1085

Siviq Scores

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

Liabilities / Assets

27th percentile

0.05x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.56x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

25th percentile

1.4%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

89th percentile

$650,878

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

51st percentile

11%

Faster asset growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-59%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$46,305,218

Up $4,472,840 (+11%) from 2020

Net Assets

Up

$43,871,916

Up $4,068,135 (+10%) from 2020

Liabilities

Up

$2,433,302

Up $404,705 (+20%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin25th percentile

Revenue

Down

$4,373,861

Down $6,298,364 (-59%) from 2020

Expenses

Up

$4,310,491

Up $259,252 (+6.4%) from 2020

Net Income

Down

$63,370

Down $6,557,616 (-99%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$46,305,218
Liabilities$2,433,302
Net Assets$43,871,916
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$4,373,861
Expenses$4,310,491
Net Income$63,370
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 30, 2022
Return Version
2021v4.2
Gross Receipts
$10,211,651
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$21,551,094$28,234,975▲ $6,683,881
Savings and Temporary Cash Investments$16,636,248$12,841,547▼ $3,794,701
Investments Other Securities$1,773,200$3,025,977▲ $1,252,777
Pledges and Grants Receivable$1,807,619$1,934,088▲ $126,469
Land, Buildings, and Equipment, Net$5,492$170,070▲ $164,578
Prepaid Expenses and Deferred Charges$7,935$7,696▼ $239
Total Assets$41,832,378$46,305,218▲ $4,472,840
Other Assets Total$50,790$90,865▲ $40,075
Liabilities
Other Liabilities$1,930,145$2,310,356▲ $380,211
Accounts Payable and Accrued Expenses$61,644$110,109▲ $48,465
Deferred Revenue$36,808$12,837▼ $23,971
Total Liabilities$2,028,597$2,433,302▲ $404,705
Net Assets / Fund Balance
Net Assets With Donor Restrictions$21,740,547$23,082,049▲ $1,341,502
Net Assets Without Donor Restrictions$18,063,234$20,789,867▲ $2,726,633
Total Net Assets Fund Balance$39,803,781$43,871,916▲ $4,068,135
Total Liabilities and Net Assets / Fund Balance$41,832,378$46,305,218▲ $4,472,840

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$140,925$2,297$143,222
Equipment$29,145$104,581$133,726
Other Securities$3,025,977--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$20,745,993$973,493▲ $3,399,161$584,515$24,534,132
2020$18,430,208$41,677▲ $2,623,596$349,488$20,745,993
2019$16,272,305$227,769▲ $3,135,666$1,205,532$18,430,208
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
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve TuttleSystem Director of PhilanthropyFT$165,587$34,911$200,498
Jason SmithExecutive Vice President (Jan-Oct)PT$109,542$8,950$118,492

Board Members and Trustees

NameTitle
Jay Jutzy MDChair (Jan-Jun)/Past Chair (Jul-Dec)
Andrew Sullivan MD - Director(Jan-Jun)/1st Vice Chair (Jul-Dec)
Kris DeasonVice Chair (Jan-Jun)/Chair (Jul-Dec)
Celia O'ConnorDirector
Jim NessDirector
Katie MazurekDirector
Mark Williams MDDirector
Robyn ErlenbushDirector
Tim Warner JrDirector
Jerry CashmanDirector (Jan-Jun)
Heather BellamyDirector (Jul-Dec)
Rich DemingDirector (Jul-Dec)
Susan EllisSecretary (Jan-Jun)
Ashley BurlesonSecretary (Jul-Dec)
Eric FlynnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,019,000
Program Service Revenue
$0
Investment Income
$1,341,829
Other Revenue
$13,032
All Other Contributions
$2,452,599
Change in Net Assets
$63,370

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 Traded8$59,899Selling Price
Other Non Cash Contri Table49$51,593Donor Designated Val
Other Non Cash Contri Table67$42,204Donor Designated Val
Other Non Cash Contri Table6$16,830Donor Designated Val
Other Non Cash Contri Table10$10,436Donor Designated Val
Total Noncash Contributions140$180,962-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,184,462
Revenue Not Reported on Financial Statements
$189,399
Revenue Not Reported on Form 990
$2,975,800
Total Revenue per Audited Statements
$7,160,262
Total Revenue per Form 990
$4,373,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,170,529
Total Fundraising Expense$715,280
Salaries, Compensation, and Employee Benefits$647,336
Other Expenses$376,126
Professional Fundraising Fees$116,500

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,090,593--$3,090,593
Current Officers, Directors, Trustees, and Key Employees-$198,690$120,299$318,989
Other Salaries and Wages-$33,057$213,899$246,956
Fees for Service Investment Mgmnt Fees-$37,880$151,519$189,399
Fees for Services Professional Fundraising--$116,500$116,500
Grants to Domestic Individuals$79,936--$79,936
Other Employee Benefits-$17,067$39,025$56,092
Advertising-$34,673$20,665$55,338
Fees for Services Other-$17,625$27,361$44,986
Occupancy-$34,876$100$34,976
Payroll Taxes-$10,120$15,179$25,299
Fees for Services Accounting-$16,704-$16,704
Office Expenses-$5,880$3,166$9,046
All Other Expenses-$4,654$2,509$7,163
Depreciation Depletion-$5,051-$5,051
Travel-$185$841$1,026
Conferences and Meetings-$123$561$684
Other Expenses-$325$325$650
Total Functional Expenses$3,170,529$424,682$715,280$4,310,491

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,310,491
Total Expenses per Audited Statements$4,122,227
Expenses per Audited Statements$4,121,092
Expenses Not Reported on Financial Statements$189,399
Expenses Not Reported on Form 990$1,135
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bozeman Health Deaconess HospitalBozeman, MT501(c)(3)Support of hospital programs and services.$2,397,820
Bozeman Deaconess Health Services dba Bozeman HealthBozeman, MT501(c)(3)Support hospital programs and services and support of Big Sky Medical Center.$690,773
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$116,500
Fundraising Gross Income$86,069
Fundraising Direct Expenses$73,037

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hospitality Auction$652,470$86,069$46,563$39,506
Total Events$652,470$86,069$73,037$13,032
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to hospital division$2,114,428
Estimated liability to beneficiaries$195,928
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 35% controlled entity
No
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 1A

“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 Executive Compensation Committee receives a formal presentation by an independent compensation consultant (as selected by the Bozeman Health Board) qualified to perform compensation reviews including usage of comparability data. This person presents recommendations to the Compensation Committee of the Bozeman Health Board. The Compensation Committee makes recommendations to the full Bozeman Health Board on an annual basis for Officers and Senior Administration. This annual process was performed in fall 2020 to determine 2021 compensation.”

Form 990, Part VI, Section C, line 19

“Tax documents required to be available for public inspection are available upon request.”

Filing and Contact Details

Filer

Filer Name
Bozeman Deaconess Foundation
EIN
84-1407943
Phone
4064141085
Address
931 Highland Boulevard 3200, Bozeman, MT 59715
Doing Business As
Bozeman Health Foundation

Signing Officer

Name
Brad Ludford
Title
CFO
Phone
4064141085
Signed
2022-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brad Ludford
Formed
1998
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
11
Employees
4
Volunteers
33

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 -24,655. Transfers from Bozeman Health Deaconess Hospital 1,030,100.”

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 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 -24,655.”

Raw XML AppendixShowing 400 of 876 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/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1478480
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1519640
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1623568
IRS990/Form990PartVIISectionAGrp/PersonNm0Jay Jutzy MD
IRS990/Form990PartVIISectionAGrp/PersonNm1Kris Deason
IRS990/Form990PartVIISectionAGrp/PersonNm2Andrew Sullivan MD - Director
IRS990/Form990PartVIISectionAGrp/PersonNm3Ashley Burleson
IRS990/Form990PartVIISectionAGrp/PersonNm4Susan Ellis
IRS990/Form990PartVIISectionAGrp/PersonNm5Eric Flynn
IRS990/Form990PartVIISectionAGrp/PersonNm6Robyn Erlenbush
IRS990/Form990PartVIISectionAGrp/PersonNm7Heather Bellamy
IRS990/Form990PartVIISectionAGrp/PersonNm8Jerry Cashman
IRS990/Form990PartVIISectionAGrp/PersonNm9Rich Deming
IRS990/Form990PartVIISectionAGrp/PersonNm10Katie Mazurek
IRS990/Form990PartVIISectionAGrp/PersonNm11Jim Ness
IRS990/Form990PartVIISectionAGrp/PersonNm12Celia O'Connor
IRS990/Form990PartVIISectionAGrp/PersonNm13Tim Warner Jr
IRS990/Form990PartVIISectionAGrp/PersonNm14Mark Williams MD
IRS990/Form990PartVIISectionAGrp/PersonNm15Jason Smith
IRS990/Form990PartVIISectionAGrp/PersonNm16Steve Tuttle
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15109542
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16176202
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14572398
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15127739
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair (Jan-Jun)/Past Chair (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair (Jan-Jun)/Chair (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt2(Jan-Jun)/1st Vice Chair (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary (Jan-Jun)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director (Jan-Jun)
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Vice President (Jan-Oct)
IRS990/Form990PartVIISectionAGrp/TitleTxt16System Director of Philanthropy
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt073037
IRS990/FundraisingGrossIncomeAmt086069
IRS990/GainOrLossGrp/OtherAmt0-818
IRS990/GainOrLossGrp/SecuritiesAmt0601405
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0191034
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt079936
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt079936
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03090593
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03090593
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IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt010211651
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IRS990/IndivRcvdGreaterThan100KCnt02
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0741242
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0741242
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01773200
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03025977
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021551094
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028234975
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0106878
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05492
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0170070
IRS990/LandBldgEquipCostOrOtherBssAmt0276948
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0818
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05763935
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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
IRS990/NetAssetsOrFundBalancesBOYAmt039803781
IRS990/NetAssetsOrFundBalancesEOYAmt043871916
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0600587
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0600587
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013032
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013032
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02999320
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018063234
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020789867
IRS990/NoncashContributionsAmt0180962
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0100
IRS990/OccupancyGrp/ManagementAndGeneralAmt034876
IRS990/OccupancyGrp/TotalAmt034976
IRS990/OfficeExpensesGrp/FundraisingAmt03166
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05880
IRS990/OfficeExpensesGrp/TotalAmt09046
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050790
IRS990/OtherAssetsTotalGrp/EOYAmt090865
IRS990/OtherChangesInNetAssetsAmt01005445
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt039025
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017067
IRS990/OtherEmployeeBenefitsGrp/TotalAmt056092
IRS990/OtherExpensesGrp/Desc0Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc1Equipment Rental & Main
IRS990/OtherExpensesGrp/FundraisingAmt03331
IRS990/OtherExpensesGrp/FundraisingAmt1325
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07772
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1325
IRS990/OtherExpensesGrp/TotalAmt011103
IRS990/OtherExpensesGrp/TotalAmt1650
IRS990/OtherLiabilitiesGrp/BOYAmt01930145
IRS990/OtherLiabilitiesGrp/EOYAmt02310356
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0213899
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033057
IRS990/OtherSalariesAndWagesGrp/TotalAmt0246956
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015179
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010120
IRS990/PayrollTaxesGrp/TotalAmt025299
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01807619
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01934088
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07935
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07696
IRS990/PrincipalOfficerNm0Brad Ludford
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION AND TRAINING RESOURCES FOR BOZEMAN DEACONESS HEALTH SERVICES:Funds were provided to qualified employees as reimbursement for allowed tuition expenses. A one year membership for the International Association of Forensic Nurses was reimbursed for employees to provide them with education, support and resources to care for victims of abuse who present in the Emergency Department. Education was provided for employees during Education for Global Health Equity Week. Virtual conference fees were covered for employees of Palliative Care.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt086938
IRS990/ProgSrvcAccomActy2Grp/GrantAmt086938
IRS990/ProgSrvcAccomActy3Grp/Desc0PURCHASE OF TECHNOLOGY AND EQUIPMENT FOR BOZEMAN DEACONESS HEALTH SERVICES:The largest purchases of equipment were for Big Sky Medical Center (BSMC), Cancer Department and Intensive Care Unit (ICU). BSMC purchased a specialized bed for ultrasounds along with an ultrasound system. The Cancer Department used donated funds to purchase a Sonosite for the vascular access team. The ICU purchased six ETCO2 modules and a proning kit. Other equipment purchases that were made possible by donations for various departments include the following; ultrasound probe, patient transfer boards, computer cart for EPIC documentation, transilluminator, six over bed tables, replacement of NUStep recumbent training machine, Parsons E-Z turn II transfer disc, replacement of respirators for WWAMI Program, BEAM Pro laser, replacement of lead radiation shield in the cardiac catheterization lab, Midmark Podiatry Chair, two neonatal ultrasound probes, and a Helmer blood thawer for Bozeman Deaconess Hospital blood bank.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0317587
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0317587
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MISCELLANEOUS EXPENDITURES:Due in large part to generous donations, Bozeman Health was able to provide COVID vaccine administration to thousands in our community in 2021. Funds were also utilized to enhance the patient experience and to meet community needs in a variety of ways. Cancer patient care funds helped cancer patients that found themselves in need of a little extra assistance due to the treatments they were undergoing. The Good Sam fund provided taxi vouchers, hotel rooms and additional support for those in need. Music therapy and other holistic services were provided for Hospice patients. Grant funds enhanced behavioral health services, including covering salary and benefits for behavioral health specialists, crisis interventionist, and expenses associated with redesigning our community's crisis response. A grant from Kendeda Fund covered expenses for our Healthcare Connections program and community outreach. The Act Now Diabetes program continued strong operations along with the Hypertension Clinic. Additional funding was also used to assist employees experiencing emergency situations or providing additional assistance due to COVID exposures.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02574970
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt02574970
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09581309
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03202055
IRS990/PYInvestmentIncomeAmt01143629
IRS990/PYOtherExpensesAmt0313278
IRS990/PYOtherRevenueAmt0-52713
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06620986
IRS990/PYSalariesCompEmpBnftPaidAmt0535906
IRS990/PYTotalExpensesAmt04051239
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010672225
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt063370
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016636248
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012841547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03019000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09581309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02783284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02855166
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02919717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021158476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0741242
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0664312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0839773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0751215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0547843
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03544385
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61650
IRS990ScheduleA/PublicSupportPY170Pct00.63310
IRS990ScheduleA/PublicSupportTotal170Amt015261856
IRS990ScheduleA/SubstantialContributorsTotAmt05896620

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,305,218
Liabilities
$2,433,302
Net assets
$43,871,916
Revenue
$4,373,861
Expenses
$4,310,491
Net income
$63,370
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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