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Nonprofiteer
← BOZEMAN DEACONESS HEALTH SERVICES

Form 990 for tax year 2024

Filed by BOZEMAN DEACONESS HEALTH SERVICES.

Totals

Total revenue
$193,188,843
Total expenses
$190,049,163
Contributions and grants received
$802,432
Grants paid
$518,715
Program service revenue
$188,734,528
Investment income
$2,952,017
Other revenue
$699,866
Total assets, end of year
$209,808,822
Total liabilities, end of year
$158,114,917
Net assets or fund balances, end of year
$51,693,905
Program services expenses (Part IX)
$105,245,034
Management and general expenses
$84,804,129
Fundraising expenses
$0
Program service expenses (Part III)
$105,245,034

Program services were 55.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $802,432

  • 2a · Program service revenue: Health System Corp Services

    total $78,798,356 · related or exempt $78,798,356

  • 2b · Program service revenue: Health System Provider Services

    total $69,979,298 · related or exempt $69,979,298

  • 2c · Program service revenue: Patient Service Revenue

    total $26,086,455 · related or exempt $26,086,455

  • 2d · Program service revenue: Pharmacy Revenue

    total $2,478,071 · related or exempt $1,045,389 · unrelated business $1,432,682

  • 2f · All other program service revenue

    total $11,392,348 · related or exempt $11,392,348

  • 3 · Investment income

    total $3,134,700 · excluded $3,134,700

  • 6a · Gross rents

    real property $699,866

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $699,866

  • 6d · Net rental income or loss

    total $699,866 · excluded $699,866

  • 7b · Less cost or other basis and sales expenses

    other assets $182,683

  • 7c · Gain or loss

    other assets -$182,683

  • 7d · Net gain or loss

    total -$182,683 · excluded -$182,683

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $501,715 · program services $501,715

  • 2 · Grants to domestic individuals

    total $17,000 · program services $17,000

  • 5 · Compensation of officers, directors and key employees

    total $4,607,969 · program services $1,725,359 · management and general $2,882,610

  • 6 · Compensation of disqualified persons

    total $641,186 · management and general $641,186

  • 7 · Other salaries and wages

    total $105,707,994 · program services $73,433,962 · management and general $32,274,032

  • 8 · Pension plan contributions

    total $4,022,993 · program services $2,970,256 · management and general $1,052,737

  • 9 · Other employee benefits

    total $11,853,394 · program services $5,320,199 · management and general $6,533,195

  • 10 · Payroll taxes

    total $6,698,828 · program services $4,197,387 · management and general $2,501,441

  • 11b · Fees: legal

    total $278,186 · management and general $278,186

  • 11c · Fees: accounting

    total $245,821 · management and general $245,821

  • 11d · Fees: lobbying

    total $37,931 · management and general $37,931

  • 11g · Fees: other

    total $12,694,726 · program services $1,824,418 · management and general $10,870,308

  • 12 · Advertising and promotion

    total $2,720,921 · program services $26,535 · management and general $2,694,386

  • 13 · Office expenses

    total $745,605 · program services $96,722 · management and general $648,883

  • 16 · Occupancy

    total $2,090,732 · program services $223,105 · management and general $1,867,627

  • 17 · Travel

    total $479,566 · program services $35,834 · management and general $443,732

  • 19 · Conferences, conventions and meetings

    total $319,710 · program services $23,889 · management and general $295,821

  • 20 · Interest

    total $867,991 · program services $867,991

  • 22 · Depreciation, depletion and amortization

    total $10,218,182 · program services $10,218,182

  • 23 · Insurance

    total $3,087,583 · program services $55,143 · management and general $3,032,440

  • 24a · Other expenses: Equipment Rent & Mainte

    total $14,676,909 · program services $39,828 · management and general $14,637,081

  • 24b · Other expenses: Medical Supplies

    total $3,733,940 · program services $3,580,474 · management and general $153,466

  • 24c · Other expenses: Goodwill Impairment

    total $869,549 · management and general $869,549

  • 24d · Other expenses: Taxes and Licenses

    total $754,861 · program services $37,974 · management and general $716,887

  • 24e · All other expenses

    total $2,175,871 · program services $49,061 · management and general $2,126,810

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $41,521,511 · end of year $83,792,408

  • 4 · Accounts receivable

    beginning of year $8,484,626 · end of year $14,521,825

  • 8 · Inventories for sale or use

    beginning of year $443,257 · end of year $455,909

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,123,623 · end of year $9,111,953

  • 10a · Land, buildings and equipment: cost or other basis

    $132,972,741

  • 10b · Land, buildings and equipment: accumulated depreciation

    $60,664,719

  • 10c · Land, buildings and equipment, net

    beginning of year $80,276,836 · end of year $72,308,022

  • 11 · Investments: publicly traded securities

    beginning of year $8,672,100 · end of year $9,291,270

  • 13 · Investments: program-related

    beginning of year $11,979,450 · end of year $11,856,583

  • 14 · Intangible assets

    beginning of year $4,347,747 · end of year $3,478,198

  • 15 · Other assets

    beginning of year $2,732,833 · end of year $4,992,654

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,745,739 · end of year $44,186,336

  • 19 · Deferred revenue

    beginning of year $100,259 · end of year $8,314

  • 20 · Tax-exempt bond liabilities

    beginning of year $19,888,580 · end of year $19,535,078

  • 23 · Secured mortgages and notes payable

    beginning of year $150,047 · end of year $98,740

  • 25 · Other liabilities

    beginning of year $64,981,500 · end of year $94,286,449

  • 27 · Net assets without donor restrictions

    beginning of year $47,534,525 · end of year $50,674,026

  • 28 · Net assets with donor restrictions

    beginning of year $1,181,333 · end of year $1,019,879

Mission and programs · 2024

Mission

To improve community health and quality of life.

Activities or mission (Part I)

To improve community health and quality of life for residents and visitors of the Southwest Montana area.

  • Bozeman Health Medical Group employs physicians under the Bozeman Health system umbrella. This group of providers compassionately serves the patients of Bozeman Health Deaconess Hospital, Big Sky Medical Center, Bozeman Health Urgent Care, and Bozeman Health Convenience Care, LLC.

    Expenses $75,173,235 · Revenue $69,979,298

  • In efforts to reach our community and surrounding area in multiple facets of healthcare, the Bozeman Health system operates additional healthcare facilities which allows more access and levels of care.Big Sky Medical Center had 92 admissions and saw 4,217 patients in the Emergency Room and 7,075 patients in the clinic in 2024. The net revenue yield on these operations was only 55.9%, or $1,540 per adjusted patient day. With challenging core staffing and related costs, the operating expense (excluding interest, taxes and depreciation) was $2,270 per adjusted patient day. This resulted in a $1.2 million operating loss for the year. (Continued on Schedule O)Bozeman Health is committed to providing access and patient care to the Big Sky community in spite of the financial operational challenges the facility continues to face.Bozeman Health also continues to operate our Main Street Urgent Care as an outpatient healthcare access point. With a 60.1% yield on $7.3M of patient charges and operating costs of $8.7M, the Urgent Care netted a loss of $1.4M in 2024.

    Expenses $17,290,334 · Revenue $28,710,909

  • Bozeman Health serves as the parent company of the Bozeman Health system. As the corporate parent, management, general and administrative services are centralized here and provided to the operating units caring for our patients. These administrative and support services aim to optimize executive, organizational and financial responsibilities to allow the health system to continue to grow and serve the population. In this past year, Bozeman Health had 27,800 inpatient days, 247,714 outpatient hospital visits, 295,807 outpatient clinic visits, 38,003 emergency room visits and performed 7,157 surgeries.

    Expenses $12,781,465 · Grants $518,715 · Revenue $88,611,639

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John How

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim Berend - Vice ChairJan

    -Jun)/2nd Vice Chair (as of July)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Becky Franks - 2nd Vice

    Chair (Jan-Jun)/Vice Chair (as of July)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jon Knockey

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Carver

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • David Crites

    Director (as of July)

    Total calculated
    $415,764
    From this org
    $359,027
    From related orgs
    $0
    Other
    $56,737
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $344,669
    Bonus
    $13,822
    Other
    $536
    Deferred
    $20,700
    Nontaxable benefits
    $37,637
    Filer's total
    $417,364

  • Amy Croover

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Francisco Ferreyra-Munoz

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Vicki Groeneweg

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bruce Harmony

    Director (until June)

    Total calculated
    $0
    Hours/week
    1

  • Meghan Johnston

    Internist/Director

    Total calculated
    $317,719
    From this org
    $258,392
    From related orgs
    $0
    Other
    $59,327
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,899
    Bonus
    $16,234
    Other
    $259
    Deferred
    $17,621
    Nontaxable benefits
    $42,926
    Filer's total
    $318,939

  • Sara Lattimore

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Cory Pulfrey

    Director

    Total calculated
    $0
    Hours/week
    1

  • Melinda Roberts

    Director (until June)

    Total calculated
    $0
    Hours/week
    1

  • Walt Sales

    Director (until June)

    Total calculated
    $0
    Hours/week
    1

  • Alyce Schultz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kim Scurry

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Dane Sobek

    Cardiologist/Director (until June)

    Total calculated
    $785,770
    From this org
    $731,356
    From related orgs
    $0
    Other
    $54,414
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $693,323
    Bonus
    $37,205
    Other
    $828
    Deferred
    $20,700
    Nontaxable benefits
    $36,689
    Filer's total
    $788,745

  • Dan Taft

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Bertany

    CEO

    Total calculated
    $798,114
    From this org
    $628,654
    From related orgs
    $0
    Other
    $169,460
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $621,167
    Bonus
    $1,537
    Other
    $5,950
    Deferred
    $137,731
    Nontaxable benefits
    $34,854
    Filer's total
    $801,239

  • Brad Ludford

    CFO

    Total calculated
    $546,052
    From this org
    $422,456
    From related orgs
    $0
    Other
    $123,596
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $415,435
    Bonus
    $1,537
    Other
    $5,484
    Deferred
    $80,767
    Nontaxable benefits
    $44,849
    Filer's total
    $548,072

  • Christopher Spoja

    Chief Medical Officer

    Total calculated
    $578,420
    From this org
    $491,504
    From related orgs
    $0
    Other
    $86,916
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $437,028
    Bonus
    $51,537
    Other
    $2,939
    Deferred
    $47,342
    Nontaxable benefits
    $41,545
    Filer's total
    $580,391

  • Kiera Pattison

    Chief Nursing Officer

    Total calculated
    $387,641
    From this org
    $306,939
    From related orgs
    $0
    Other
    $80,702
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $296,106
    Bonus
    $1,537
    Other
    $9,296
    Deferred
    $45,437
    Nontaxable benefits
    $36,817
    Filer's total
    $389,193

  • Kallie Kujawa

    Chief Operating Officer

    Total calculated
    $375,575
    From this org
    $287,869
    From related orgs
    $0
    Other
    $87,706
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $283,926
    Bonus
    $1,537
    Other
    $2,406
    Deferred
    $51,669
    Nontaxable benefits
    $37,636
    Filer's total
    $377,174

  • Steve Klein

    Chief Legal Officer

    Total calculated
    $385,290
    From this org
    $297,201
    From related orgs
    $0
    Other
    $88,089
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $293,204
    Bonus
    $1,537
    Other
    $2,460
    Deferred
    $46,646
    Nontaxable benefits
    $43,004
    Filer's total
    $386,851

  • Andrew Herman MD

    Gastroenterologist

    Total calculated
    $818,358
    From this org
    $788,497
    From related orgs
    $0
    Other
    $29,861
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $542,871
    Bonus
    $245,302
    Other
    $324
    Deferred
    $20,700
    Nontaxable benefits
    $11,477
    Filer's total
    $820,674

  • Mark Hancock MD

    Hematology and Oncology

    Total calculated
    $808,046
    From this org
    $745,578
    From related orgs
    $0
    Other
    $62,468
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $706,665
    Bonus
    $36,537
    Other
    $2,376
    Deferred
    $20,700
    Nontaxable benefits
    $44,674
    Filer's total
    $810,952

  • Jason Skenazy MD

    Urologist

    Total calculated
    $806,259
    From this org
    $738,927
    From related orgs
    $0
    Other
    $67,332
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $564,683
    Bonus
    $173,884
    Other
    $360
    Deferred
    $20,700
    Nontaxable benefits
    $49,070
    Filer's total
    $808,697

  • Nathaniel Madsen MD

    Cardiology

    Total calculated
    $798,702
    From this org
    $737,253
    From related orgs
    $0
    Other
    $61,449
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $699,220
    Bonus
    $37,205
    Other
    $828
    Deferred
    $20,700
    Nontaxable benefits
    $43,724
    Filer's total
    $801,677

  • Andrew Gentry MD

    Gastroenterologist

    Total calculated
    $788,000
    From this org
    $724,698
    From related orgs
    $0
    Other
    $63,302
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $536,083
    Bonus
    $187,067
    Other
    $1,548
    Deferred
    $20,700
    Nontaxable benefits
    $44,886
    Filer's total
    $790,284

  • John Hill

    Former Officer

    Total calculated
    $463,785
    From this org
    $463,785
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $463,785
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $463,785

  • Tamara Havenhill-Jacobs

    Former Key Employee

    Total calculated
    $177,401
    From this org
    $177,401
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $177,401
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $177,401

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Lines 4a-b
Line 4a: In 2024, the following former officers received severance payments: John Hill: $267,165 Tamara Havenhill-Jacobs: $133,445 Line 4b: Schedule J, Part II, column (c) reflects contributions paid by the organization into their individual 457(f) plan. The following employer contributions were made in 2024: Kathryn Bertany: $117,031 Brad Ludford: $60,067 Christopher Spoja: $47,342 Kiera Pattison: $26,377 Kallie Kujawa: $32,357 Steve Klein: $28,022 The following received distribution payments from the 457f plan in 2024: John Hill: $196,620 Tamara Havenhill-Jacobs: $43,956

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Big Sky Medical Center LLC

    Healthcare - Inpatient and Outpatient Servcies · MT · income $20,596,527 · assets $28,748,287

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Convenience Care LLC

    Healthcare-Ambulatory Clinic Outpatient Care · MT · income $1,090,776 · assets $471,790

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Urgent Cares LLC

    Healthcare - Physician Outpatient Care · MT · income $7,328,012 · assets $15,578,693

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Medical Group LLC

    Physician Employment & Contract to Bozeman Health System · MT · income $77,183,684 · assets $8,908,684

    Directly controlled by Bozeman Deaconess Health Services

  • Spanish Peaks Plaza LLC

    Rental Real Estate for VA Med Clinic & Chiro · MT · income -$4,110 · assets $72,140

    Directly controlled by Bozeman Deaconess Health Services

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Deaconess Intercity Imaging LLC

    Related · Healthcare - Imaging Services · MT · 77.5% owned · share of income $1,447,980 · share of assets $3,176,952 · general or managing partner

    Directly controlled by Bozeman Deaconess Health Services

  • Rocky Mountain Surgical Center LLC

    Related · Healthcare - Surgical Services · MT · 51.01% owned · share of income $3,416,017 · share of assets $3,388,172

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman HealthUSP Surgery Centers LLC

    Related · Ambulatory Surgery Center · TX · 50.1% owned · share of income $1,661,924 · share of assets $2,286,169

    Directly controlled by Bozeman Deaconess Health Services

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Bozeman Deaconess Real Estate Development Corp

    C · Sale of real estate property and residences to seniors · MT · 100% owned · share of income $33,420 · share of assets $4,259,900 · controlled entity

    Directly controlled by Bozeman Deaconess Health Services

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202503159349302630

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