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Nonprofiteer
← BOZEMAN DEACONESS FOUNDATION

Form 990 for tax year 2023

Filed by BOZEMAN DEACONESS FOUNDATION.

Totals

Total revenue
$5,465,024
Total expenses
$5,005,079
Contributions and grants received
$1,740,665
Grants paid
$3,823,035
Program service revenue
$0
Investment income
$3,756,919
Other revenue
-$32,560
Total assets, end of year
$40,417,522
Total liabilities, end of year
$1,112,698
Net assets or fund balances, end of year
$39,304,824
Program services expenses (Part IX)
$3,823,035
Management and general expenses
$342,076
Fundraising expenses
$839,968
Program service expenses (Part III)
$3,823,035

Program services were 76.4% 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.

  • 1c · Fundraising events

    $469,598

  • 1f · All other contributions, gifts and grants

    $1,271,067

  • 1g · Noncash contributions included above

    $104,977

  • 3 · Investment income

    total $1,062,158 · excluded $1,062,158

  • 7a · Gross sales of assets other than inventory

    securities $25,561,879

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

    securities $22,867,118

  • 7c · Gain or loss

    securities $2,694,761

  • 7d · Net gain or loss

    total $2,694,761 · excluded $2,694,761

  • 8a · Fundraising events: gross income

    $98,542

  • 8a · Fundraising events: contributions included on line 1c

    $469,598

  • 8b · Fundraising events: direct expenses

    $131,102

  • 8c · Net income from fundraising events

    total -$32,560 · excluded -$32,560

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,807,140 · program services $3,807,140

  • 2 · Grants to domestic individuals

    total $15,895 · program services $15,895

  • 5 · Compensation of officers, directors and key employees

    total $333,124 · management and general $133,250 · fundraising $199,874

  • 7 · Other salaries and wages

    total $263,613 · management and general $46,794 · fundraising $216,819

  • 9 · Other employee benefits

    total $117,940 · management and general $34,359 · fundraising $83,581

  • 10 · Payroll taxes

    total $36,217 · management and general $10,865 · fundraising $25,352

  • 11c · Fees: accounting

    total $23,000 · management and general $23,000

  • 11e · Fees: professional fundraising services

    total $18,279 · fundraising $18,279

  • 11f · Fees: investment management

    total $121,836 · management and general $24,367 · fundraising $97,469

  • 11g · Fees: other

    total $44,889 · management and general $6,194 · fundraising $38,695

  • 12 · Advertising and promotion

    total $37,125 · management and general $9,281 · fundraising $27,844

  • 13 · Office expenses

    total $31,131 · management and general $10,896 · fundraising $20,235

  • 16 · Occupancy

    total $50,296 · management and general $20,118 · fundraising $30,178

  • 17 · Travel

    total $7,182 · management and general $1,293 · fundraising $5,889

  • 19 · Conferences, conventions and meetings

    total $4,788 · management and general $862 · fundraising $3,926

  • 22 · Depreciation, depletion and amortization

    total $15,250 · management and general $15,250

  • 24a · Other expenses: Dues & Subscriptions

    total $16,808 · management and general $2,521 · fundraising $14,287

  • 24e · All other expenses

    total $60,566 · management and general $3,026 · fundraising $57,540

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,846,188 · end of year $7,510,674

  • 3 · Pledges and grants receivable

    beginning of year $1,321,299 · end of year $1,191,205

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,696 · end of year $7,696

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

    $64,957

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

    $39,614

  • 10c · Land, buildings and equipment, net

    beginning of year $159,349 · end of year $25,343

  • 11 · Investments: publicly traded securities

    beginning of year $23,345,815 · end of year $28,745,422

  • 12 · Investments: other securities

    beginning of year $2,531,510 · end of year $2,909,737

  • 15 · Other assets

    beginning of year $64,932 · end of year $27,445

  • 17 · Accounts payable and accrued expenses

    beginning of year $58,964 · end of year $42,919

  • 19 · Deferred revenue

    beginning of year $90,000 · end of year $62,675

  • 25 · Other liabilities

    beginning of year $1,780,177 · end of year $1,007,104

  • 27 · Net assets without donor restrictions

    beginning of year $16,678,974 · end of year $19,878,233

  • 28 · Net assets with donor restrictions

    beginning of year $19,668,674 · end of year $19,426,591

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

To support Bozeman Health Services through philanthropy.

  • Facility Expansions and Equipment Purchase Support:Support included $1,573,576 for an ICU expansion construction project, $269,000 for specialized surgery equipment for urology and orthopedic pediatric patients, $58,000 for facility improvements for Aspen Point Hillcrest Senior Living for a remodel of the community Fireside room, a tractor snowblower, massage table, library books and patient lifting equipment, $48,000 for Cardiology equipment including an ECG machine, a Tango M2 blood pressure monitor, a Sonosite Ultrasound machine. $92,000 for Cancer care equipment including a Gammex Sun Laser for procedures, a GE Scanner for Radiation Oncology and radioactive source for Nuclear Medicine equipment and patient exam marking.

    Expenses $2,072,265 · Grants $2,072,265

  • Support 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.

    Expenses $923,600 · Grants $923,600

  • Support 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.

    Expenses $755,880 · Grants $755,880

  • Community 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.

    Expenses $71,290 · Grants $71,290

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Williams MD

    Director (Jan-Jun)

    Total calculated
    $128,219
    From this org
    $0
    From related orgs
    $128,219
    Other
    $0
    Hours/week
    1 + 50 related

  • Andrew Sullivan MD - Dir Jan

    -Jun)/Chair (as of July)

    Total calculated
    $586,597
    From this org
    $0
    From related orgs
    $533,614
    Other
    $52,983
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $524,148 related
    Bonus
    $0 + $8,638 related
    Other
    $0 + $828 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $34,853 related
    Filer's total
    $0 + $588,267 related

  • Anne Thomas MD

    Director

    Total calculated
    $266,062
    From this org
    $0
    From related orgs
    $241,924
    Other
    $24,138
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,120 related
    Bonus
    $0 + $6,499 related
    Other
    $0 + $305 related
    Deferred
    $0 + $14,559 related
    Nontaxable benefits
    $0 + $10,512 related
    Filer's total
    $0 + $266,995 related

  • Kris Deason - Chair Jan-Jun

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Rich Deming

    First Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Jay Jutzy MD

    Second Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Ashley Burleson

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Eric Flynn

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Heather Bellamy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Ness

    Director (to Dec)

    Total calculated
    $0
    Hours/week
    1

  • Celia O'Connor

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tim Warner Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Berend

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Dan Taft

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Beth Warner

    Foundation President

    Total calculated
    $331,772
    From this org
    $316,762
    From related orgs
    $0
    Other
    $15,010
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $275,500
    Bonus
    $1,020
    Other
    $40,242
    Deferred
    $0
    Nontaxable benefits
    $16,362
    Filer's total
    $333,124

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

  • 1a · Housing allowance or residence for personal use
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1a
Beth Warner received $36,000 in housing benefits, which were reported as taxable income on her W-2.
Part I, Lines 4a-b
Line 4a: Mark Williams, MD received severance from a related organization of $123,000. Line 4b: Mark Williams was a participant in the 457f plan for 2023. He did not have any contributions in that year, but is still an active participant with a balance to be paid in the future.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202402999349302050

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