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Nonprofiteer
← BOZEMAN DEACONESS HEALTH SERVICES

Form 990 for tax year 2022

Filed by BOZEMAN DEACONESS HEALTH SERVICES.

Totals

Total revenue
$163,884,781
Total expenses
$162,874,704
Contributions and grants received
$1,661,600
Grants paid
$677,955
Program service revenue
$161,780,190
Investment income
$229,958
Other revenue
$213,033
Total assets, end of year
$150,278,571
Total liabilities, end of year
$101,326,406
Net assets or fund balances, end of year
$48,952,165
Program services expenses (Part IX)
$83,826,120
Management and general expenses
$79,048,584
Fundraising expenses
$0
Program service expenses (Part III)
$83,826,120

Program services were 51.5% 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

    $1,661,600

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

    total $77,331,294 · related or exempt $77,331,294

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

    total $59,193,545 · related or exempt $59,193,545

  • 2c · Program service revenue: Patient Service Revenue

    total $20,362,261 · related or exempt $20,362,261

  • 2d · Program service revenue: Pharmacy Revenue

    total $1,527,485 · related or exempt $229,123 · unrelated business $1,298,362

  • 2f · All other program service revenue

    total $3,365,605 · related or exempt $3,365,605

  • 3 · Investment income

    total $229,958 · excluded $229,958

  • 6a · Gross rents

    real property $213,033

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $213,033

  • 6d · Net rental income or loss

    total $213,033 · excluded $213,033

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $663,955 · program services $663,955

  • 2 · Grants to domestic individuals

    total $14,000 · program services $14,000

  • 5 · Compensation of officers, directors and key employees

    total $6,128,046 · program services $960,792 · management and general $5,167,254

  • 7 · Other salaries and wages

    total $85,195,504 · program services $60,283,694 · management and general $24,911,810

  • 8 · Pension plan contributions

    total $3,173,375 · program services $2,390,395 · management and general $782,980

  • 9 · Other employee benefits

    total $9,505,060 · program services $4,117,689 · management and general $5,387,371

  • 10 · Payroll taxes

    total $5,370,532 · program services $3,401,494 · management and general $1,969,038

  • 11b · Fees: legal

    total $692,793 · program services $28,871 · management and general $663,922

  • 11c · Fees: accounting

    total $168,300 · management and general $168,300

  • 11d · Fees: lobbying

    total $61,746 · management and general $61,746

  • 11g · Fees: other

    total $16,389,678 · program services $1,598,389 · management and general $14,791,289

  • 12 · Advertising and promotion

    total $1,698,518 · management and general $1,698,518

  • 13 · Office expenses

    total $750,912 · program services $209,817 · management and general $541,095

  • 16 · Occupancy

    total $1,719,418 · program services $198,002 · management and general $1,521,416

  • 17 · Travel

    total $548,333 · program services $18,023 · management and general $530,310

  • 19 · Conferences, conventions and meetings

    total $365,556 · program services $12,016 · management and general $353,540

  • 20 · Interest

    total $993,304 · program services $993,304

  • 22 · Depreciation, depletion and amortization

    total $5,984,127 · program services $5,984,127

  • 23 · Insurance

    total $2,231,488 · program services $53,506 · management and general $2,177,982

  • 24a · Other expenses: Equipment Rent & Mainte

    total $14,893,286 · program services $162,527 · management and general $14,730,759

  • 24b · Other expenses: Medical Supplies

    total $2,872,074 · program services $2,697,742 · management and general $174,332

  • 24c · Other expenses: Goodwill Impairment

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

  • 24d · Other expenses: Taxes and Licenses

    total $632,461 · program services $22,016 · management and general $610,445

  • 24e · All other expenses

    total $1,952,689 · program services $15,761 · management and general $1,936,928

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $64,185,839 · end of year $16,577,919

  • 4 · Accounts receivable

    beginning of year $5,917,525 · end of year $6,791,547

  • 8 · Inventories for sale or use

    beginning of year $345,128 · end of year $353,782

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,554,638 · end of year $7,798,710

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

    $137,387,077

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

    $47,413,112

  • 10c · Land, buildings and equipment, net

    beginning of year $64,286,156 · end of year $89,973,965

  • 11 · Investments: publicly traded securities

    beginning of year $7,885,430 · end of year $7,671,764

  • 13 · Investments: program-related

    beginning of year $14,566,918 · end of year $12,923,525

  • 14 · Intangible assets

    beginning of year $6,086,845 · end of year $5,217,296

  • 15 · Other assets

    beginning of year $4,125,995 · end of year $2,970,063

  • 17 · Accounts payable and accrued expenses

    beginning of year $31,893,805 · end of year $28,301,727

  • 19 · Deferred revenue

    beginning of year $205,000 · end of year $10,511

  • 20 · Tax-exempt bond liabilities

    beginning of year $20,560,584 · end of year $20,232,082

  • 23 · Secured mortgages and notes payable

    beginning of year $3,458,029 · end of year $42,827

  • 25 · Other liabilities

    beginning of year $73,944,424 · end of year $52,739,259

  • 27 · Net assets without donor restrictions

    beginning of year $46,727,032 · end of year $47,737,108

  • 28 · Net assets with donor restrictions

    beginning of year $2,165,600 · end of year $1,215,057

Mission and programs · 2022

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 Bozeman, MT 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 $61,684,165 · Revenue $59,193,546

  • 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 23 admissions and saw 6,014 patients in the Emergency Room and over 6,200 patients in the clinic in 2022. The net revenue yield on these operations was only 63.8%, or $2,176 per equivalent ER visit. With challenging core staffing and related costs, the operating expense (excluding interest, taxes and depreciation) was $1,391 per equivalent ER visit. This resulted in a $1M 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 53.2% yield on $6M of patient charges and operating costs of $5.7M, the Urgent Care netted a gain of $319K in 2022.

    Expenses $13,257,451 · Revenue $22,239,784

  • 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 24,851 inpatient days, 224,330 outpatient hospital visits, 303,145 outpatient clinic visits, 42,650 emergency room visits and performed 6,684 surgeries.

    Expenses $8,884,504 · Grants $677,955 · Revenue $80,346,860

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Katie Daughenbaugh

    Chair (Jan-Jun)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Signe Farris

    Vice Chair (Jan-Oct)

    Total calculated
    $0
    Hours/week
    1

  • Jim Berend

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Don Beeman

    Secretary (Jan-Mar)

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Carver - Director

    (Jan-Jun)/Secretary starting July

    Total calculated
    $0
    Hours/week
    1

  • Kerri Brown - Treasurer

    (Jan-Jun)/Vice Chair starting July

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John How

    Director (Jan-Jun)/Chair (Jul-Dec)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jerry Cashman

    Director until June

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bruce Hamory

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kerry Petitt

    Director until June

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Walt Sales

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alyce Schultz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dane Sobek

    Director/Cardiologist

    Total calculated
    $784,397
    From this org
    $734,469
    From related orgs
    $0
    Other
    $49,928
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $680,641
    Bonus
    $53,000
    Other
    $828
    Deferred
    $18,300
    Nontaxable benefits
    $32,387
    Filer's total
    $785,156

  • Amy Strader

    Director until June

    Total calculated
    $0
    Hours/week
    1

  • Jon Knokey

    Director starting July

    Total calculated
    $0
    Hours/week
    1

  • Bekcy Franks

    Director starting July

    Total calculated
    $0
    Hours/week
    1

  • John Hill

    CEO until October

    Total calculated
    $981,550
    From this org
    $877,924
    From related orgs
    $0
    Other
    $103,626
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $685,269
    Bonus
    $174,858
    Other
    $17,797
    Deferred
    $75,959
    Nontaxable benefits
    $28,831
    Filer's total
    $982,714

  • Kathryn Bertany - Pres of

    Hosps(Jan-Oct)/Interim CEO(Nov start)

    Total calculated
    $701,650
    From this org
    $611,024
    From related orgs
    $0
    Other
    $90,626
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $524,119
    Bonus
    $82,663
    Other
    $4,242
    Deferred
    $64,820
    Nontaxable benefits
    $26,700
    Filer's total
    $702,544

  • Brad Ludford

    CFO

    Total calculated
    $541,406
    From this org
    $463,552
    From related orgs
    $0
    Other
    $77,854
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $394,386
    Bonus
    $64,924
    Other
    $4,242
    Deferred
    $44,976
    Nontaxable benefits
    $33,772
    Filer's total
    $542,300

  • Darci Bentson

    CAO

    Total calculated
    $501,923
    From this org
    $428,215
    From related orgs
    $0
    Other
    $73,708
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $362,701
    Bonus
    $62,352
    Other
    $3,162
    Deferred
    $40,380
    Nontaxable benefits
    $34,222
    Filer's total
    $502,817

  • Mark Williams

    Chief Physician Officer

    Total calculated
    $665,189
    From this org
    $583,751
    From related orgs
    $0
    Other
    $81,438
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $487,081
    Bonus
    $87,892
    Other
    $8,778
    Deferred
    $67,530
    Nontaxable benefits
    $14,802
    Filer's total
    $666,083

  • Diane Patterson

    Chief Nursing Officer

    Total calculated
    $418,998
    From this org
    $343,095
    From related orgs
    $0
    Other
    $75,903
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $300,560
    Bonus
    $38,293
    Other
    $4,242
    Deferred
    $46,126
    Nontaxable benefits
    $30,671
    Filer's total
    $419,892

  • Tamara Havenhill-Jacobs

    Chief Information Officer

    Total calculated
    $451,849
    From this org
    $381,950
    From related orgs
    $0
    Other
    $69,899
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $315,000
    Bonus
    $63,788
    Other
    $3,162
    Deferred
    $43,489
    Nontaxable benefits
    $27,305
    Filer's total
    $452,744

  • Edie Willey

    Chief People Officer

    Total calculated
    $381,438
    From this org
    $317,422
    From related orgs
    $0
    Other
    $64,016
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $276,506
    Bonus
    $38,187
    Other
    $2,729
    Deferred
    $42,282
    Nontaxable benefits
    $22,627
    Filer's total
    $382,331

  • Kallie Kujawa

    Chief Clinical Transformation Officer

    Total calculated
    $351,502
    From this org
    $282,222
    From related orgs
    $0
    Other
    $69,280
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $247,773
    Bonus
    $10,882
    Other
    $23,567
    Deferred
    $37,096
    Nontaxable benefits
    $32,862
    Filer's total
    $352,180

  • Denise Juneau

    Chief Government & Community Affairs Officer

    Total calculated
    $338,559
    From this org
    $302,889
    From related orgs
    $0
    Other
    $35,670
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $269,173
    Bonus
    $30,000
    Other
    $3,716
    Deferred
    $23,868
    Nontaxable benefits
    $12,528
    Filer's total
    $339,285

  • Mark Hancock

    Internal Medicine

    Total calculated
    $760,012
    From this org
    $734,318
    From related orgs
    $0
    Other
    $25,694
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $553,335
    Bonus
    $179,247
    Other
    $1,736
    Deferred
    $0
    Nontaxable benefits
    $26,250
    Filer's total
    $760,568

  • Nathaniel Madsen

    Cardiology

    Total calculated
    $784,684
    From this org
    $733,605
    From related orgs
    $0
    Other
    $51,079
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $679,565
    Bonus
    $53,500
    Other
    $540
    Deferred
    $18,300
    Nontaxable benefits
    $33,538
    Filer's total
    $785,443

  • Courtney Wagner

    Internal Medicine

    Total calculated
    $781,186
    From this org
    $724,971
    From related orgs
    $0
    Other
    $56,215
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $539,110
    Bonus
    $185,501
    Other
    $360
    Deferred
    $18,300
    Nontaxable benefits
    $38,674
    Filer's total
    $781,945

  • Andrew Gentry

    Gastroenterologist

    Total calculated
    $731,659
    From this org
    $679,748
    From related orgs
    $0
    Other
    $51,911
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $535,540
    Bonus
    $143,380
    Other
    $828
    Deferred
    $18,300
    Nontaxable benefits
    $34,370
    Filer's total
    $732,418

  • Peter Walsh

    Gastroenterologist

    Total calculated
    $703,734
    From this org
    $651,824
    From related orgs
    $0
    Other
    $51,910
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $520,431
    Bonus
    $129,017
    Other
    $2,376
    Deferred
    $18,300
    Nontaxable benefits
    $34,369
    Filer's total
    $704,493

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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4b
Line 4b: Schedule J, Part II, column (c) reflects contributions paid by the organization into their individual 457(f) plan. The following contributions were made in 2022. John Hill: $63,845 Brad Ludford: $26,676 Darci Bentson: $22,080 Kathryn Bertany: $46,520 Mark Williams: $49,230 Diane Patterson: $27,826 Tamara Havenhill-Jacobs: $25,189 Edie Willey: $23,982 Kallie Kujawa: $18,796 Denise Juneau: $23,868

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 $16,506,380 · assets $29,044,698

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Convenience Care LLC

    Healthcare-Ambulatory Clinic Outpatient Care · MT · income $1,081,173 · assets $1,214,987

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Urgent Cares LLC

    Healthcare - Physician Outpatient Care · MT · income $6,045,434 · assets $15,564,160

    Directly controlled by Bozeman Deaconess Health Services

  • Bozeman Health Medical Group LLC

    Physician Employment & Contract to Bozeman Health System · MT · income $64,176,967 · assets $3,821,243

    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 -$466,509 · share of assets $4,809,817 · 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 $3,758,969 · share of assets $3,805,894

    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 -$10,744 · share of assets $261,723 · 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 $202,415 · share of assets $1,150,029

    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 $25,391 · share of assets $4,423,651 · controlled entity

    Directly controlled by Bozeman Deaconess Health Services

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343199349302609

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