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Nonprofiteer
← BOZEMAN HEALTH DEACONESS HOSPITAL

Form 990 for tax year 2023

Filed by BOZEMAN HEALTH DEACONESS HOSPITAL.

Totals

Total revenue
$446,403,096
Total expenses
$450,686,991
Contributions and grants received
$3,574,272
Grants paid
$0
Program services expenses (Part IX)
$387,645,389
Management and general expenses
$63,041,602
Fundraising expenses
$0
Program service expenses (Part III)
$387,645,389

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • John How

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kerri Brown

    Vice Chair (Jan-Jun)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim Berend

    Vice Chair (as of Jul)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathryn Bertany

    Director & CEO

    Total calculated
    $0
    Hours/week
    30 + 20 related

  • Brad Ludford

    CFO

    Total calculated
    $518,279
    From this org
    $0
    From related orgs
    $399,699
    Other
    $118,580
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,457 related
    Bonus
    $0
    Other
    $0 + $4,242 related
    Deferred
    $0 + $82,296 related
    Nontaxable benefits
    $0 + $37,957 related
    Filer's total
    $0 + $519,952 related

  • Steve Klein

    Chief Legal Officer

    Total calculated
    $393,433
    From this org
    $0
    From related orgs
    $314,835
    Other
    $78,598
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,245 related
    Bonus
    $0
    Other
    $0 + $21,590 related
    Deferred
    $0 + $43,538 related
    Nontaxable benefits
    $0 + $36,429 related
    Filer's total
    $0 + $394,802 related

  • Denise Juneau

    Chief Government & Community Affairs Officer

    Total calculated
    $343,011
    From this org
    $0
    From related orgs
    $284,214
    Other
    $58,797
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,352 related
    Bonus
    $0
    Other
    $0 + $5,862 related
    Deferred
    $0 + $42,753 related
    Nontaxable benefits
    $0 + $17,438 related
    Filer's total
    $0 + $344,405 related

  • Kallie Kujawa

    Chief Operating Officer

    Total calculated
    $359,816
    From this org
    $0
    From related orgs
    $282,796
    Other
    $77,020
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,400 related
    Bonus
    $0
    Other
    $0 + $2,396 related
    Deferred
    $0 + $44,977 related
    Nontaxable benefits
    $0 + $33,457 related
    Filer's total
    $0 + $361,230 related

  • Tamara Havenhill-Jacobs

    Chief Information Officer (Jan-May)

    Total calculated
    $329,006
    From this org
    $0
    From related orgs
    $315,429
    Other
    $13,577
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $132,133 related
    Bonus
    $0
    Other
    $0 + $183,296 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,021 related
    Filer's total
    $0 + $329,450 related

  • Kiera Pattison

    Chief Nursing Officer

    Total calculated
    $391,386
    From this org
    $0
    From related orgs
    $336,053
    Other
    $55,333
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,478 related
    Bonus
    $0
    Other
    $0 + $63,575 related
    Deferred
    $0 + $31,800 related
    Nontaxable benefits
    $0 + $24,671 related
    Filer's total
    $0 + $392,524 related

  • Haily Cramer

    Nurse

    Total calculated
    $229,337
    From this org
    $207,622
    From related orgs
    $0
    Other
    $21,715
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,622
    Bonus
    $0
    Other
    $0
    Deferred
    $12,479
    Nontaxable benefits
    $9,236
    Filer's total
    $229,337

  • Chris Pruitt

    Nurse

    Total calculated
    $219,301
    From this org
    $196,160
    From related orgs
    $0
    Other
    $23,141
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $190,733
    Bonus
    $0
    Other
    $5,427
    Deferred
    $11,868
    Nontaxable benefits
    $11,688
    Filer's total
    $219,716

  • Alan Brayton

    System Manager of Pharmacy

    Total calculated
    $227,006
    From this org
    $180,955
    From related orgs
    $0
    Other
    $46,051
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $165,777
    Bonus
    $0
    Other
    $15,178
    Deferred
    $12,717
    Nontaxable benefits
    $34,101
    Filer's total
    $227,773

  • Amanda Wolosyzn

    System Manager of Pharmacy

    Total calculated
    $197,268
    From this org
    $176,429
    From related orgs
    $0
    Other
    $20,839
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,304
    Bonus
    $0
    Other
    $125
    Deferred
    $10,665
    Nontaxable benefits
    $10,879
    Filer's total
    $197,973

  • Jennifer Schultz

    System Director of Pharm. Services

    Total calculated
    $236,220
    From this org
    $188,015
    From related orgs
    $0
    Other
    $48,205
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $187,605
    Bonus
    $0
    Other
    $410
    Deferred
    $12,087
    Nontaxable benefits
    $36,962
    Filer's total
    $237,064

  • John Hill

    Former CEO

    Total calculated
    $822,059
    From this org
    $0
    From related orgs
    $822,059
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $26,647 related
    Bonus
    $0
    Other
    $0 + $795,412 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $30 related
    Filer's total
    $0 + $822,089 related

  • Darci Bentson

    Former CAO

    Total calculated
    $388,832
    From this org
    $0
    From related orgs
    $388,832
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $15,186 related
    Bonus
    $0
    Other
    $0 + $373,646 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19 related
    Filer's total
    $0 + $388,851 related

  • Edie Willey

    Former Chief People Officer

    Total calculated
    $300,358
    From this org
    $0
    From related orgs
    $300,358
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $11,785 related
    Bonus
    $0
    Other
    $0 + $288,573 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19 related
    Filer's total
    $0 + $300,377 related

  • Mark Williams

    Former Chief Physician Officer

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

    Schedule J breakdown matched by us

    Base
    $0 + $4,955 related
    Bonus
    $0
    Other
    $0 + $123,264 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19 related
    Filer's total
    $0 + $128,238 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 — 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 · 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 2023, the following former officers received severance payments from a related organization: John Hill: $795,025 Darci Bentson: $373,477 Mark Williams: $123,000 Edie Willey: $288,462 In 2023, the following officer received severance payments from a related organization: Tamara Havenhill-Jacobs: $181,971 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 2023. Kathryn Bertany: $77,622 Brad Ludford: $40,933 Kiera Pattison: $12,000 Kallie Kujawa: $24,840 Steve Klein: $24,000 Denise Juneau: $24,000 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202432999349300243

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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