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Nonprofiteer
← BOZEMAN DEACONESS HEALTH SERVICES

Form 990 for tax year 2023

Filed by BOZEMAN DEACONESS HEALTH SERVICES.

Totals

Total revenue
$179,160,277
Total expenses
$179,362,860
Contributions and grants received
$232,868
Grants paid
$619,881
Program service revenue
$177,637,504
Investment income
$1,090,659
Other revenue
$199,246
Total assets, end of year
$167,581,983
Total liabilities, end of year
$118,866,125
Net assets or fund balances, end of year
$48,715,858
Program services expenses (Part IX)
$96,977,643
Management and general expenses
$82,385,217
Fundraising expenses
$0
Program service expenses (Part III)
$96,977,643

Program services were 54.1% 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

    $232,868

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

    total $83,868,814 · related or exempt $83,868,814

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

    total $63,501,631 · related or exempt $63,501,631

  • 2c · Program service revenue: Patient Service Revenue

    total $24,277,021 · related or exempt $24,277,021

  • 2d · Program service revenue: Pharmacy Revenue

    total $1,945,030 · related or exempt $832,931 · unrelated business $1,112,099

  • 2f · All other program service revenue

    total $4,045,008 · related or exempt $4,045,008

  • 3 · Investment income

    total $1,090,659 · excluded $1,090,659

  • 6a · Gross rents

    real property $199,246

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $199,246

  • 6d · Net rental income or loss

    total $199,246 · excluded $199,246

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $607,581 · program services $607,581

  • 2 · Grants to domestic individuals

    total $12,300 · program services $12,300

  • 5 · Compensation of officers, directors and key employees

    total $4,166,417 · program services $1,573,697 · management and general $2,592,720

  • 6 · Compensation of disqualified persons

    total $1,639,554 · management and general $1,639,554

  • 7 · Other salaries and wages

    total $92,010,627 · program services $66,121,222 · management and general $25,889,405

  • 8 · Pension plan contributions

    total $3,653,282 · program services $2,708,152 · management and general $945,130

  • 9 · Other employee benefits

    total $10,325,290 · program services $4,371,255 · management and general $5,954,035

  • 10 · Payroll taxes

    total $5,819,320 · program services $3,646,694 · management and general $2,172,626

  • 11b · Fees: legal

    total $491,087 · management and general $491,087

  • 11c · Fees: accounting

    total $228,144 · management and general $228,144

  • 11d · Fees: lobbying

    total $49,641 · management and general $49,641

  • 11g · Fees: other

    total $19,526,790 · program services $2,192,736 · management and general $17,334,054

  • 12 · Advertising and promotion

    total $1,832,231 · program services $33,189 · management and general $1,799,042

  • 13 · Office expenses

    total $554,473 · program services $203,403 · management and general $351,070

  • 16 · Occupancy

    total $1,675,555 · program services $216,702 · management and general $1,458,853

  • 17 · Travel

    total $383,044 · program services $24,672 · management and general $358,372

  • 19 · Conferences, conventions and meetings

    total $255,363 · program services $16,448 · management and general $238,915

  • 20 · Interest

    total $873,781 · program services $873,781

  • 22 · Depreciation, depletion and amortization

    total $11,261,042 · program services $11,261,042

  • 23 · Insurance

    total $2,357,046 · program services $32,885 · management and general $2,324,161

  • 24a · Other expenses: Equipment Rent & Mainte

    total $14,194,215 · program services $26,863 · management and general $14,167,352

  • 24b · Other expenses: Medical Supplies

    total $3,304,333 · program services $3,002,990 · management and general $301,343

  • 24c · Other expenses: Goodwill Impairment

    total $1,991,422 · management and general $1,991,422

  • 24d · Other expenses: Taxes and Licenses

    total $555,202 · program services $32,101 · management and general $523,101

  • 24e · All other expenses

    total $1,595,120 · program services $19,930 · management and general $1,575,190

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $16,577,919 · end of year $41,521,511

  • 4 · Accounts receivable

    beginning of year $6,791,547 · end of year $8,484,626

  • 8 · Inventories for sale or use

    beginning of year $353,782 · end of year $443,257

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,798,710 · end of year $9,123,623

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

    $133,413,714

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

    $53,136,878

  • 10c · Land, buildings and equipment, net

    beginning of year $89,973,965 · end of year $80,276,836

  • 11 · Investments: publicly traded securities

    beginning of year $7,671,764 · end of year $8,672,100

  • 13 · Investments: program-related

    beginning of year $12,923,525 · end of year $11,979,450

  • 14 · Intangible assets

    beginning of year $5,217,296 · end of year $4,347,747

  • 15 · Other assets

    beginning of year $2,970,063 · end of year $2,732,833

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,301,727 · end of year $33,745,739

  • 19 · Deferred revenue

    beginning of year $10,511 · end of year $100,259

  • 20 · Tax-exempt bond liabilities

    beginning of year $20,232,082 · end of year $19,888,580

  • 23 · Secured mortgages and notes payable

    beginning of year $42,827 · end of year $150,047

  • 25 · Other liabilities

    beginning of year $52,739,259 · end of year $64,981,500

  • 27 · Net assets without donor restrictions

    beginning of year $47,737,108 · end of year $47,534,525

  • 28 · Net assets with donor restrictions

    beginning of year $1,215,057 · end of year $1,181,333

Mission and programs · 2023

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 $68,013,946 · Revenue $63,501,631

  • 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 51 admissions and saw 4,434 patients in the Emergency Room and 6,318 patients in the clinic in 2023. The net revenue yield on these operations was only 68.6%, or $1,982 per adjusted patient day.. With challenging core staffing and related costs, the operating expense (excluding interest, taxes and depreciation) was $1,865 per adjusted patient day. This resulted in a $800k operating loss for the year. 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 46.7% yield on $7.5M of patient charges and operating costs of $9.1M, the Urgent Care netted a loss of $1.6M in 2023.

    Expenses $16,270,845 · Revenue $26,317,659

  • 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 24,295 inpatient days, 234,351 outpatient hospital visits, 284,751 outpatient clinic visits, 37,211 emergency room visits and performed 6,406 surgeries.

    Expenses $12,692,852 · Grants $619,881 · Revenue $86,582,860

As filed on the 2023 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

  • Kerri Brown

    Vice Chair (Jan-Jun)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim Berend - Treasurer

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

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Becky Franks - Director

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

    Total calculated
    $0
    Hours/week
    1

  • Jon Knokey - Director

    (Jan-Jun)/Treasurer (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Carver

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Vicki Groenweg

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Bruce Hamory

    Director

    Total calculated
    $0
    Hours/week
    1

  • Meghan Johnston

    Director (as of July)/Internist

    Total calculated
    $290,643
    From this org
    $246,623
    From related orgs
    $0
    Other
    $44,020
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,069
    Bonus
    $7,312
    Other
    $242
    Deferred
    $16,319
    Nontaxable benefits
    $28,738
    Filer's total
    $291,680

  • Cory Pulfrey

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Melinda Roberts

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1

  • Walt Sales

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alyce Schultz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dane Sobek

    Director/Cardiologist

    Total calculated
    $742,476
    From this org
    $691,179
    From related orgs
    $0
    Other
    $51,297
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $682,962
    Bonus
    $7,389
    Other
    $828
    Deferred
    $19,800
    Nontaxable benefits
    $33,890
    Filer's total
    $744,869

  • Kathryn Bertany

    CEO

    Total calculated
    $770,392
    From this org
    $636,011
    From related orgs
    $0
    Other
    $134,381
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $626,155
    Bonus
    $0
    Other
    $9,856
    Deferred
    $106,545
    Nontaxable benefits
    $30,519
    Filer's total
    $773,075

  • Brad Ludford

    CFO

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

    Schedule J breakdown matched by us

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

  • Steve Klein

    Chief Legal Officer

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

    Schedule J breakdown matched by us

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

  • Denise Juneau

    Chief Government & Community Affairs Officer

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

    Schedule J breakdown matched by us

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

  • Kallie Kujawa

    Chief Operating Officer

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

    Schedule J breakdown matched by us

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

  • Tamara Havenhill-Jacobs

    Chief Information Officer (thru May)

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

    Schedule J breakdown matched by us

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

  • Kiera Pattison

    Chief Nursing Officer

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

    Schedule J breakdown matched by us

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

  • Nathaniel Madsen

    Cardiology

    Total calculated
    $737,679
    From this org
    $682,074
    From related orgs
    $0
    Other
    $55,605
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $673,324
    Bonus
    $8,210
    Other
    $540
    Deferred
    $19,800
    Nontaxable benefits
    $38,198
    Filer's total
    $740,072

  • Kleanthis Dendrinos

    Gastroenterologist

    Total calculated
    $763,558
    From this org
    $718,785
    From related orgs
    $0
    Other
    $44,773
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $566,170
    Bonus
    $152,075
    Other
    $540
    Deferred
    $19,800
    Nontaxable benefits
    $26,934
    Filer's total
    $765,519

  • Justin Thomas

    Hematologist

    Total calculated
    $708,071
    From this org
    $648,547
    From related orgs
    $0
    Other
    $59,524
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $627,565
    Bonus
    $20,622
    Other
    $360
    Deferred
    $19,800
    Nontaxable benefits
    $41,843
    Filer's total
    $710,190

  • Mark Hancock

    Internal Medicine

    Total calculated
    $782,990
    From this org
    $727,307
    From related orgs
    $0
    Other
    $55,683
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $697,923
    Bonus
    $27,008
    Other
    $2,376
    Deferred
    $19,800
    Nontaxable benefits
    $38,252
    Filer's total
    $785,359

  • Andrew Gentry

    Gastroenterologist

    Total calculated
    $729,081
    From this org
    $671,712
    From related orgs
    $0
    Other
    $57,369
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $515,227
    Bonus
    $154,937
    Other
    $1,548
    Deferred
    $19,800
    Nontaxable benefits
    $39,379
    Filer's total
    $730,891

  • John Hill

    Former CEO

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

    Schedule J breakdown matched by us

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

  • Edie Willey

    Former Chief People Officer

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

    Schedule J breakdown matched by us

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

  • Mark Williams

    Former Chief Physician Officer

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

    Schedule J breakdown matched by us

    Base
    $4,955
    Bonus
    $0
    Other
    $123,264
    Deferred
    $0
    Nontaxable benefits
    $19
    Filer's total
    $128,238

  • Darci Bentson

    Former CAO

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

    Schedule J breakdown matched by us

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

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 · 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 2023, the following former officers received severance payments: John Hill: $795,025 Darci Bentson: $373,477 Mark Williams: $123,000 Edie Willey: $288,462 In 2023, the following officers received severance payments: Tamara Havenhill-Jacobs: $181,971 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 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

The 10 largest by cash amount. The API serves every itemized grant.

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 $17,799,529 · assets $29,384,349

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Convenience Care LLC

    Healthcare-Ambulatory Clinic Outpatient Care · MT · income $1,171,674 · assets $642,449

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Urgent Cares LLC

    Healthcare - Physician Outpatient Care · MT · income $7,456,757 · assets $16,205,692

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Medical Group LLC

    Physician Employment & Contract to Bozeman Health System · MT · income $69,708,099 · assets $5,863,518

    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 -$1,182,232 · share of assets $2,494,917 · 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 $2,727,017 · share of assets $3,342,341

    Directly controlled by Bozeman Deaconess Health Services

  • Spanish Peaks Plaza LLC

    Related · Rental Real Estate for VA Med Clinic & Chiro · MT · 69.94% owned · share of income $59,850 · share of assets $244,639 · general or managing partner

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman HealthUSP Surgery Centers LLC

    Related · Ambulatory Surgery Center · TX · 50.1% owned · share of income $1,297,303 · share of assets $1,830,389

    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 $52,955 · share of assets $4,391,745 · controlled entity

    Directly controlled by Bozeman Deaconess Health Services

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202432999349301438

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