Civic Intelligence

Bozeman Deaconess Foundation

990 • Fiscal year 2023 • EIN 84-1407943

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 25, 2024

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

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.20x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

61st percentile

8.4%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$586,597

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

47th percentile

5.6%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

107%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$40,417,522

Up $2,140,733 (+5.6%) from 2022

Net Assets

Up

$39,304,824

Up $2,957,176 (+8.1%) from 2022

Liabilities

Down

$1,112,698

Down $816,443 (-42%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin61st percentile

Revenue

Up

$5,465,024

Up $2,819,379 (+107%) from 2022

Expenses

Up

$5,005,079

Up $135,004 (+2.8%) from 2022

Net Income

Up

$459,945

Up $2,684,375 (+121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$40,417,522
Liabilities$1,112,698
Net Assets$39,304,824
Open 2023 Filing

Operations Trend

Revenue Growth94th 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

2023

Revenue$5,465,024
Expenses$5,005,079
Net Income$459,945
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 25, 2024
Return Version
2023v5.1
Gross Receipts
$28,463,244
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$23,345,815$28,745,422▲ $5,399,607
Savings and Temporary Cash Investments$10,846,188$7,510,674▼ $3,335,514
Investments Other Securities$2,531,510$2,909,737▲ $378,227
Pledges and Grants Receivable$1,321,299$1,191,205▼ $130,094
Land, Buildings, and Equipment, Net$159,349$25,343▼ $134,006
Prepaid Expenses and Deferred Charges$7,696$7,696→ $0
Total Assets$38,276,789$40,417,522▲ $2,140,733
Other Assets Total$64,932$27,445▼ $37,487
Liabilities
Other Liabilities$1,780,177$1,007,104▼ $773,073
Deferred Revenue$90,000$62,675▼ $27,325
Accounts Payable and Accrued Expenses$58,964$42,919▼ $16,045
Total Liabilities$1,929,141$1,112,698▼ $816,443
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,678,974$19,878,233▲ $3,199,259
Net Assets With Donor Restrictions$19,668,674$19,426,591▼ $242,083
Total Net Assets Fund Balance$36,347,648$39,304,824▲ $2,957,176
Total Liabilities and Net Assets / Fund Balance$38,276,789$40,417,522▲ $2,140,733

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,343$39,614$64,957
Other Securities$2,909,737--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$20,672,068$943,397▲ $3,632,532$369,850$24,878,147
2022$24,534,132$68,899▼ $3,372,760$558,203$20,672,068
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
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth WarnerFoundation PresidentFT$275,500$57,624$333,124
Mark Williams MDDirector (Jan-Jun)--$128,219$128,219

Board Members and Trustees

NameTitle
Andrew Sullivan MD - Dir Jan-Jun)/Chair (as of July)
Rich DemingFirst Vice Chair
Jay Jutzy MDSecond Vice Chair
Anne Thomas MDDirector
Celia O'ConnorDirector
Heather BellamyDirector
Tim Warner JrDirector
Dan TaftDirector (as of July)
Jim BerendDirector (as of July)
Kris Deason - Chair Jan-JunDirector (as of July)
Jim NessDirector (to Dec)
Ashley BurlesonSecretary
Eric FlynnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,740,665
Program Service Revenue
$0
Investment Income
$3,756,919
Other Revenue
$-32,560
All Other Contributions
$1,271,067
Change in Net Assets
$459,945

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 Traded5$53,055Selling Price
Other Non Cash Contri Table91$22,654Donor Designated Val
Other Non Cash Contri Table22$10,465Donor Designated Val
Other Non Cash Contri Table17$10,303Donor Designated Val
Other Non Cash Contri Table3$5,911Donor Designated Val
Other Non Cash Contri Table3$2,589Donor Designated Val
Total Noncash Contributions141$104,977-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,343,188
Revenue Not Reported on Financial Statements
$121,836
Revenue Not Reported on Form 990
$1,584,555
Total Revenue per Audited Statements
$6,927,743
Total Revenue per Form 990
$5,465,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,823,035
Total Fundraising Expense$839,968
Salaries, Compensation, and Employee Benefits$750,894
Other Expenses$412,871
Professional Fundraising Fees$18,279

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,807,140--$3,807,140
Current Officers, Directors, Trustees, and Key Employees-$133,250$199,874$333,124
Other Salaries and Wages-$46,794$216,819$263,613
Fees for Service Investment Mgmnt Fees-$24,367$97,469$121,836
Other Employee Benefits-$34,359$83,581$117,940
All Other Expenses-$3,026$57,540$60,566
Occupancy-$20,118$30,178$50,296
Fees for Services Other-$6,194$38,695$44,889
Advertising-$9,281$27,844$37,125
Payroll Taxes-$10,865$25,352$36,217
Office Expenses-$10,896$20,235$31,131
Fees for Services Accounting-$23,000-$23,000
Fees for Services Professional Fundraising--$18,279$18,279
Other Expenses-$2,521$14,287$16,808
Grants to Domestic Individuals$15,895--$15,895
Depreciation Depletion-$15,250-$15,250
Travel-$1,293$5,889$7,182
Conferences and Meetings-$862$3,926$4,788
Total Functional Expenses$3,823,035$342,076$839,968$5,005,079

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,005,079
Total Expenses per Audited Statements$4,961,812
Expenses per Audited Statements$4,883,243
Expenses Not Reported on Financial Statements$121,836
Expenses Not Reported on Form 990$78,569
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bozeman Health Deaconess HospitalBozeman, MT501(c)(3)Support of hospital programs and services.$3,574,272
Bozeman Deaconess Health Services dba Bozeman HealthBozeman, MT501(c)(3)Support hospital programs and services and support of Big Sky Medical Center.$232,868
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$131,102
Fundraising Gross Income$98,542
Professional Fundraising Fees$18,279

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hospitality Auction$568,140$98,542$73,267$25,275
Total Events$568,140$98,542$131,102$-32,560
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$784,275
Estimated liability to beneficiaries$222,829
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 President of the Foundation 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 Foundation's 990 return has a comprehensive review process that is followed before it is presented to the governing body of the Foundation. The review process includes a layered review by the Foundation President and CFO of Bozeman Health, Bozeman Health's internal legal department, the Bozeman Health Foundation Finance Committee, and the Foundation's outside independent accountants. Each one of those areas has an opportunity to review, ask questions and make comments back to the Bozeman Health finance department before the Form 990 is completed and presented to the governing body of the Foundation. The Foundation makes available to the governing body (Board of Directors), a copy of the 990 for review and comment prior to the filing of the 990 return. This copy is provided in a pre-meeting packet, and is an agenda item at a meeting of the full board of directors. This process is noted and documented in the written minutes of the meeting.”

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

“The Foundation board monitors potential conflicts of interest on the part of its board members, principal officers, members of committees, with board delegated powers and key employees ("covered persons") by maintaining a conflict of interest policy. Under the policy, the covered persons annually are provided with a copy of the policy and asked to complete a questionnaire identifying any potential conflicts of interest. The Bozeman Health legal department, a related entity, reviews the questionnaire responses and develops a report detailing any potentially material conflicts for the Foundation President and Chair of the Board. A verbal summary is also provided to the Executive Committee ending with a reminder to covered persons of the policy's mandate that each person is obligated to disclose any new potential conflicts as they may arise throughout the year. Board agendas and executive decisions are monitored in relation to this policy.”

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 2022 to determine 2023 compensation.”

Form 990, Part VI, Section C, line 19

“The Foundation's tax documents the annual audit statement and 990 returns are made available to any person who requests the information from the Foundation.”

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
2024-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Warner
Formed
1998
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
10
Employees
9
Volunteers
92

Preparer

Firm
Eide Bailly LLP
Address
4585 Coleman St Ste 200, Bismarck, ND 58503
Preparer
Lisa Chaffee CPA
Phone
7012551091
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of split-interest agreements -29,993. Transfers from Bozeman Health Deaconess Hospital 991,245.”

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 -29,993.”

Raw XML AppendixShowing 400 of 846 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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/PersonNm0Mark Williams MD
IRS990/Form990PartVIISectionAGrp/PersonNm1Andrew Sullivan MD - Dir Jan
IRS990/Form990PartVIISectionAGrp/PersonNm2Anne Thomas MD
IRS990/Form990PartVIISectionAGrp/PersonNm3Kris Deason - Chair Jan-Jun
IRS990/Form990PartVIISectionAGrp/PersonNm4Rich Deming
IRS990/Form990PartVIISectionAGrp/PersonNm5Jay Jutzy MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Ashley Burleson
IRS990/Form990PartVIISectionAGrp/PersonNm7Eric Flynn
IRS990/Form990PartVIISectionAGrp/PersonNm8Heather Bellamy
IRS990/Form990PartVIISectionAGrp/PersonNm9Jim Ness
IRS990/Form990PartVIISectionAGrp/PersonNm10Celia O'Connor
IRS990/Form990PartVIISectionAGrp/PersonNm11Tim Warner Jr
IRS990/Form990PartVIISectionAGrp/PersonNm12Jim Berend
IRS990/Form990PartVIISectionAGrp/PersonNm13Dan Taft
IRS990/Form990PartVIISectionAGrp/PersonNm14Beth Warner
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/TitleTxt1-Jun)/Chair (as of July)
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director (as of July)
IRS990/Form990PartVIISectionAGrp/TitleTxt4First Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Second Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director (to Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director (as of July)
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director (as of July)
IRS990/Form990PartVIISectionAGrp/TitleTxt14Foundation President
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IRS990/MissionDesc0To support Bozeman Health Services by promoting community participation in and financial support of activities to improve community health and quality of life.
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010896
IRS990/OfficeExpensesGrp/TotalAmt031131
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034359
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IRS990/OtherExpensesGrp/FundraisingAmt014287
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02521
IRS990/OtherExpensesGrp/TotalAmt016808
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IRS990/OtherLiabilitiesGrp/EOYAmt01007104
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046794
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IRS990/PayrollTaxesGrp/TotalAmt036217
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01191205
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07696
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07696
IRS990/PrincipalOfficerNm0Elizabeth Warner
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0Support for Patient Care Programs:Funds were spent to enhance and expand Bozeman Health patient care programs and promote access to health and care for patients in-need. Support included $90,000 for the BH Hypertension Clinic program, $300,000 in charity care for 1,234 in-patients receiving hospice and palliative care, $234,000 to expand Behavioral Health Services including programs for pediatric patients, NICU families, the Meadowlark Program in the Family Birth Center, a Rural Access Pharmacy Program and supplemented 528 hours of behavioral health therapy and psychiatric care services for patients in need in Big Sky. Continued on Schedule O...More than $92,000 via cancer patient care programs including 443 Care Cottage days, 300 rides via gas cards, taxi and app assisted rides, and 45 patients with cancer patient care fund awards. $25,000 in expansions to the Pediatrics Specialty programs including support for the addition of a .5 NICU educator role, a 1.0 Nurse Coordinator. $74,000 via the Well Beyond Care Program to assist 820 patients with access to care and health via transportation support, medicines and items needed for healing.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0923600
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0923600
IRS990/ProgSrvcAccomActy3Grp/Desc0Support for Research and Innovation Projects: Funding included year one support of an American Society of Clinical Oncology (ASCO) funded five-year research project aimed at increasing access to cancer care for rural Montanans by developing a replicable hub and spoke care delivery model, and $550,000 to help launch a nursing workforce development program, the Bozeman Health New Graduate Nurse Residency Program that enrolled 80 nurses in its inaugural year.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0755880
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0755880
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Community Outreach Programming:Funding included support for a community medical respite lodging and care collaboration for unhoused patients to ensure safe hospital discharge, 36 no-fee mammograms and 3 diagnostic tests for women in-need, a healthy food and nutrition pilot project for 25 families receiving WIC benefits, support for a school based technology program to encourage physical exercise and health habits, a head injury prevention education program and 230 helmets provided to community members in-need, Falls prevention classes for seniors at a variety of locations including Hillcrest Senior Living, Belgrade Clinics and Emergency Services. An annual $2,000 Gordon Davidson Scholarship to an MSU accounting student. The Foundation's mission is to support Bozeman Health by promoting community participation in and financial support of activities to improve community health and quality of life for people in SW Montana. The Foundation supports numerous Bozeman Health programs and services that further health care research and innovation, enhance the patient and family experience, support community health and outreach efforts, address patient access barriers to heath and care and support facility and equipment expansion and renovation needs. In 2023 the Foundation provided more than $3.8 Million in support.
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt071290
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,417,522
Liabilities
$1,112,698
Net assets
$39,304,824
Revenue
$5,465,024
Expenses
$5,005,079
Net income
$459,945
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
2023Detailed filing. Detailed filing data is available for this year.$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