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Nonprofiteer
← BOZEMAN HEALTH DEACONESS HOSPITAL

Form 990 for tax year 2024

Filed by BOZEMAN HEALTH DEACONESS HOSPITAL.

Totals

Total revenue
$534,747,485
Total expenses
$490,531,793
Contributions and grants received
$1,511,010
Grants paid
$0
Program service revenue
$526,942,436
Investment income
$5,600,873
Other revenue
$693,166
Total assets, end of year
$664,025,168
Total liabilities, end of year
$228,171,188
Net assets or fund balances, end of year
$435,853,980
Program services expenses (Part IX)
$421,816,527
Management and general expenses
$68,715,266
Fundraising expenses
$0
Program service expenses (Part III)
$421,816,527

Program services were 86.0% 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

    $1,511,010

  • 2a · Program service revenue: Net Patient Revenue

    total $527,203,644 · related or exempt $527,203,644

  • 2b · Program service revenue: Pharmacy Revenue

    total $8,736,322 · related or exempt $4,983,577 · unrelated business $3,752,745

  • 2c · Program service revenue: Cafeteria Revenue

    total $1,275,555 · related or exempt $1,275,555

  • 2f · All other program service revenue

    total -$10,273,085 · related or exempt -$10,273,085

  • 3 · Investment income

    total $2,707,525 · excluded $2,707,525

  • 6a · Gross rents

    real property $1,115,118

  • 6b · Less rental expenses

    real property $421,952

  • 6c · Rental income or loss

    real property $693,166

  • 6d · Net rental income or loss

    total $693,166 · excluded $693,166

  • 7a · Gross sales of assets other than inventory

    securities $3,091,080

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

    securities $0 · other assets $197,732

  • 7c · Gain or loss

    securities $3,091,080 · other assets -$197,732

  • 7d · Net gain or loss

    total $2,893,348 · excluded $2,893,348

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $115,083,009 · program services $105,669,040 · management and general $9,413,969

  • 8 · Pension plan contributions

    total $4,849,634 · program services $4,442,272 · management and general $407,362

  • 9 · Other employee benefits

    total $15,500,717 · program services $14,198,681 · management and general $1,302,036

  • 10 · Payroll taxes

    total $8,856,847 · program services $8,112,886 · management and general $743,961

  • 11f · Fees: investment management

    total $420,338 · management and general $420,338

  • 11g · Fees: other

    total $42,756,706 · program services $25,640,176 · management and general $17,116,530

  • 12 · Advertising and promotion

    total $255,018 · program services $203,905 · management and general $51,113

  • 13 · Office expenses

    total $5,284,713 · program services $2,341,948 · management and general $2,942,765

  • 16 · Occupancy

    total $3,956,926 · program services $585,073 · management and general $3,371,853

  • 17 · Travel

    total $204,044 · program services $203,911 · management and general $133

  • 19 · Conferences, conventions and meetings

    total $136,029 · program services $135,940 · management and general $89

  • 20 · Interest

    total $6,080,560 · program services $6,080,560

  • 22 · Depreciation, depletion and amortization

    total $16,296,610 · program services $16,296,610

  • 23 · Insurance

    total $868,751 · program services $510,902 · management and general $357,849

  • 24a · Other expenses: Medical Supplies

    total $108,328,337 · program services $108,203,234 · management and general $125,103

  • 24b · Other expenses: Health System Shared Se

    total $78,784,842 · program services $57,830,126 · management and general $20,954,716

  • 24c · Other expenses: Health System Physician

    total $69,979,297 · program services $68,002,326 · management and general $1,976,971

  • 24d · Other expenses: Equipment Rental and Ma

    total $5,334,854 · program services $2,925,581 · management and general $2,409,273

  • 24e · All other expenses

    total $7,554,561 · program services $433,356 · management and general $7,121,205

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,048,719 · end of year $3,863,439

  • 4 · Accounts receivable

    beginning of year $87,922,531 · end of year $90,191,993

  • 7 · Other notes and loans receivable

    beginning of year $66,098

  • 8 · Inventories for sale or use

    beginning of year $12,004,393 · end of year $13,399,265

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,077,211 · end of year $1,200,183

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

    $430,371,923

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

    $212,410,173

  • 10c · Land, buildings and equipment, net

    beginning of year $211,227,515 · end of year $217,961,750

  • 11 · Investments: publicly traded securities

    beginning of year $88,447,619 · end of year $111,259,491

  • 12 · Investments: other securities

    beginning of year $79,004,814 · end of year $96,144,202

  • 13 · Investments: program-related

    beginning of year $1,678,128 · end of year $1,072,514

  • 14 · Intangible assets

    beginning of year $511,453 · end of year $409,162

  • 15 · Other assets

    beginning of year $86,139,428 · end of year $128,523,169

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,437,747 · end of year $36,992,959

  • 19 · Deferred revenue

    beginning of year $959,773 · end of year $865,330

  • 20 · Tax-exempt bond liabilities

    beginning of year $141,129,451 · end of year $138,147,116

  • 21 · Escrow or custodial account liability

    beginning of year $7,777,863 · end of year $7,505,451

  • 23 · Secured mortgages and notes payable

    beginning of year $35,266,592 · end of year $35,339,535

  • 25 · Other liabilities

    beginning of year $5,522,966 · end of year $9,320,797

  • 27 · Net assets without donor restrictions

    beginning of year $330,294,550 · end of year $417,755,644

  • 28 · Net assets with donor restrictions

    beginning of year $16,738,967 · end of year $18,098,336

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 Southwest Montana.

  • The Bozeman Health Deaconess Hospital clinics consists of our departments that provide physician services to outpatients. We served 205,179 appointments in 2024 throughout our ambulatory clinic setting, just over 562/day. About 55% of our service revenue in these clinics is from the Medicare and Medicaid population. Total net operating revenues were $137,429,294 with associated operating expenses of $153,804,952 plus another $29,008,588 of indirect overhead. The loss of $16,375,658 is reflective of our commitment to provide access to all patients regardless of their ability to pay.

    Expenses $153,804,952 · Revenue $137,429,294

  • Bozeman Health Deaconess Hospital's Surgical Services strives to offer a wide array of surgical options using state of the art technology. In 2024, we performed 7,157 inpatient and outpatient surgeries. Making up 52% ($131,232,514) of total revenue from these services ($250,819,964), were Medicare and Medicaid patients. Nearly 50.9% of total revenues was written off ($127,782,707). Our surgical services also recorded $39,609,914 in operating expenses plus another $1,442,342 of indirect overhead.

    Expenses $41,052,256 · Revenue $250,819,964

  • The Emergency Room at Bozeman Health Deaconess Hospital is one of the busiest departments in our organization, with just over 34,461 visits in 2024. Making up 44% ($32,258,776) of total revenue from these services ($73,990,442), were Medicare and Medicaid patients. 56.6% of total revenues was written off ($41,872,273). Direct and indirect expenses incurred in supporting the operation of this emergency room accumulated to $18,841,874.

    Expenses $18,841,874 · Revenue $73,990,442

  • Bozeman Health Deaconess Hospital operates a 125 bed hospital facility (Hospital), along with a 45 unit assisted living home and a 113 unit independent living home (Hillcrest Senior Living or HSL). All patient and resident service revenue from these operations are used to provide health care services, health care promotion, and health care education to Bozeman and the surrounding communities.

    Expenses $208,117,445 · Revenue $60,949,991

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 Chair (Until June)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Becky Franks

    Vice Chair (As of July)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathryn Bertany

    Director & CEO

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

    Schedule J breakdown matched by us

    Base
    $0 + $621,167 related
    Bonus
    $0 + $1,537 related
    Other
    $0 + $5,950 related
    Deferred
    $0 + $137,731 related
    Nontaxable benefits
    $0 + $34,854 related
    Filer's total
    $0 + $801,239 related

  • Brad Ludford

    CFO

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

    Schedule J breakdown matched by us

    Base
    $0 + $415,435 related
    Bonus
    $0 + $1,537 related
    Other
    $0 + $5,484 related
    Deferred
    $0 + $80,767 related
    Nontaxable benefits
    $0 + $44,849 related
    Filer's total
    $0 + $548,072 related

  • Christopher Spoja

    Chief Medical Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $437,028 related
    Bonus
    $0 + $51,537 related
    Other
    $0 + $2,939 related
    Deferred
    $0 + $47,342 related
    Nontaxable benefits
    $0 + $41,545 related
    Filer's total
    $0 + $580,391 related

  • Kiera Pattison

    Chief Nursing Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $296,106 related
    Bonus
    $0 + $1,537 related
    Other
    $0 + $9,296 related
    Deferred
    $0 + $45,437 related
    Nontaxable benefits
    $0 + $36,817 related
    Filer's total
    $0 + $389,193 related

  • Kallie Kujawa

    Chief Operating Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $283,926 related
    Bonus
    $0 + $1,537 related
    Other
    $0 + $2,406 related
    Deferred
    $0 + $51,669 related
    Nontaxable benefits
    $0 + $37,636 related
    Filer's total
    $0 + $377,174 related

  • Steve Klein

    Chief Legal Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $293,204 related
    Bonus
    $0 + $1,537 related
    Other
    $0 + $2,460 related
    Deferred
    $0 + $46,646 related
    Nontaxable benefits
    $0 + $43,004 related
    Filer's total
    $0 + $386,851 related

  • Haily Cramer

    Nurse

    Total calculated
    $244,997
    From this org
    $219,513
    From related orgs
    $0
    Other
    $25,484
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $218,297
    Bonus
    $1,216
    Other
    $0
    Deferred
    $13,262
    Nontaxable benefits
    $12,222
    Filer's total
    $244,997

  • Alan Brayton

    System Manager of Pharmacy

    Total calculated
    $253,105
    From this org
    $198,118
    From related orgs
    $0
    Other
    $54,987
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,715
    Bonus
    $1,537
    Other
    $16,866
    Deferred
    $12,906
    Nontaxable benefits
    $42,978
    Filer's total
    $254,002

  • Jennifer Schultz

    System Director of Pharm.

    Total calculated
    $244,839
    From this org
    $191,374
    From related orgs
    $0
    Other
    $53,465
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,413
    Bonus
    $1,537
    Other
    $424
    Deferred
    $12,384
    Nontaxable benefits
    $42,017
    Filer's total
    $245,775

  • Eddie Gomez - System

    Director Environment of Care

    Total calculated
    $224,959
    From this org
    $183,926
    From related orgs
    $0
    Other
    $41,033
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $182,215
    Bonus
    $1,537
    Other
    $174
    Deferred
    $0
    Nontaxable benefits
    $41,929
    Filer's total
    $225,855

  • Amanda Wolosyzn

    System Manager of Pharmacy

    Total calculated
    $201,771
    From this org
    $178,369
    From related orgs
    $0
    Other
    $23,402
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,693
    Bonus
    $1,537
    Other
    $139
    Deferred
    $10,815
    Nontaxable benefits
    $13,407
    Filer's total
    $202,591

  • John Hill

    Former Officer

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

    Schedule J breakdown matched by us

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

  • Tamara Havenhill-Jacobs

    Former Key Employee

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

    Schedule J breakdown matched by us

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

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, Line 3
The CEO is paid by Bozeman Deaconess Health Services (BDHS), a related organization. The BDHS Board of Directors uses the methods selected in Line 3 to determine the CEO compensation. The Board of Directors of the filing organization also serves on the BDHS Board of Directors.
Part I, Lines 4a-b
Line 4a: In 2024, the following former employees received severance payments from a related organization: John Hill - Former Officer: $267,165 Tamara Havenhill-Jacobs - Former Key employee: $133,445 Line 4b: Schedule J, Part II, column (c) reflects contributions paid by the related 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

No itemized grants to organizations 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.

  • Rocky Mountain Real Estate Holdings LLC

    Property Acquisition · MT · income $0 · assets $5,506,988

    Directly controlled by Bozeman Health Deaconess Hospital

  • Rocky Mountain Real Estate Manager LLC

    Property Management · MT · income $0 · assets $0

    Directly controlled by Bozeman Health Deaconess Hospital

Related partnerships

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

  • Deaconess Intercity Imagining LLC

    Healthcare - Imaging Services · MT

  • Rocky Mountain Surgical Center LLC

    Healthcare - Surgical Services · MT

  • Bozeman HealthUSP Surgery Centers LLC

    Ambulatory Surgery Center · TX

Related corporations and trusts

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

  • Bozeman Deaconess Real Estate Development

    C · Sale of Real Estate Property and Residences to Seniors · MT

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202533159349302798

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