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Nonprofiteer
← BOZEMAN DEACONESS FOUNDATION

Form 990 for tax year 2022

Filed by BOZEMAN DEACONESS FOUNDATION.

Totals

Total revenue
$2,645,645
Total expenses
$4,870,075
Contributions and grants received
$1,270,375
Grants paid
$3,776,232
Program service revenue
$0
Investment income
$1,390,528
Other revenue
-$15,258
Total assets, end of year
$38,276,789
Total liabilities, end of year
$1,929,141
Net assets or fund balances, end of year
$36,347,648
Program services expenses (Part IX)
$3,776,232
Management and general expenses
$327,639
Fundraising expenses
$766,204
Program service expenses (Part III)
$3,776,232

Program services were 77.5% 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.

  • 1c · Fundraising events

    $357,739

  • 1f · All other contributions, gifts and grants

    $912,636

  • 1g · Noncash contributions included above

    $135,947

  • 3 · Investment income

    total $876,765 · excluded $876,765

  • 7a · Gross sales of assets other than inventory

    securities $6,966,577

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

    securities $6,452,814

  • 7c · Gain or loss

    securities $513,763

  • 7d · Net gain or loss

    total $513,763 · excluded $513,763

  • 8a · Fundraising events: gross income

    $44,727

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

    $357,739

  • 8b · Fundraising events: direct expenses

    $59,985

  • 8c · Net income from fundraising events

    total -$15,258 · excluded -$15,258

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,708,048 · program services $3,708,048

  • 2 · Grants to domestic individuals

    total $68,184 · program services $68,184

  • 5 · Compensation of officers, directors and key employees

    total $89,378 · management and general $35,751 · fundraising $53,627

  • 7 · Other salaries and wages

    total $243,232 · management and general $64,108 · fundraising $179,124

  • 9 · Other employee benefits

    total $58,504 · management and general $17,475 · fundraising $41,029

  • 10 · Payroll taxes

    total $26,523 · management and general $7,957 · fundraising $18,566

  • 11c · Fees: accounting

    total $19,200 · management and general $19,200

  • 11e · Fees: professional fundraising services

    total $211,000 · fundraising $211,000

  • 11f · Fees: investment management

    total $166,837 · management and general $33,367 · fundraising $133,470

  • 11g · Fees: other

    total $47,260 · management and general $10,828 · fundraising $36,432

  • 12 · Advertising and promotion

    total $121,635 · management and general $90,750 · fundraising $30,885

  • 13 · Office expenses

    total $25,466 · management and general $8,913 · fundraising $16,553

  • 16 · Occupancy

    total $47,358 · management and general $18,885 · fundraising $28,473

  • 17 · Travel

    total $89 · management and general $16 · fundraising $73

  • 19 · Conferences, conventions and meetings

    total $60 · management and general $11 · fundraising $49

  • 22 · Depreciation, depletion and amortization

    total $16,220 · management and general $16,220

  • 24a · Other expenses: Dues & Subscriptions

    total $16,098 · management and general $2,415 · fundraising $13,683

  • 24e · All other expenses

    total $4,983 · management and general $1,743 · fundraising $3,240

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $12,841,547 · end of year $10,846,188

  • 3 · Pledges and grants receivable

    beginning of year $1,934,088 · end of year $1,321,299

  • 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

    $282,446

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

    $123,097

  • 10c · Land, buildings and equipment, net

    beginning of year $170,070 · end of year $159,349

  • 11 · Investments: publicly traded securities

    beginning of year $28,234,975 · end of year $23,345,815

  • 12 · Investments: other securities

    beginning of year $3,025,977 · end of year $2,531,510

  • 15 · Other assets

    beginning of year $90,865 · end of year $64,932

  • 17 · Accounts payable and accrued expenses

    beginning of year $110,109 · end of year $58,964

  • 19 · Deferred revenue

    beginning of year $12,837 · end of year $90,000

  • 25 · Other liabilities

    beginning of year $2,310,356 · end of year $1,780,177

  • 27 · Net assets without donor restrictions

    beginning of year $20,789,867 · end of year $16,678,974

  • 28 · Net assets with donor restrictions

    beginning of year $23,082,049 · end of year $19,668,674

Mission and programs · 2022

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.

  • EXPANSIONS AND RENOVATIONS:Funding provided to renovate the beauty salon at the Hillcrest Senior living facility. Funding provided to support a build out of behavioral health clinic space at Big Sky Medical Center (BSMC). Funding was also provided to support the construction of a new 1,700 square foot clean storage build out at the BSMC. Funding provided to support the installation of artwork in the Family Birth Center at Deaconess Regional Medical Center. Funding provided to support the construction of a Psychiatric Emergency Services Unit (PES) adjacent to the emergency center at Deaconess Regional Medical Center to respond and support patients experiencing mental health crises.

    Expenses $1,611,203 · Grants $1,611,203

  • EDUCATION AND TRAINING RESOURCES FOR BOZEMAN DEACONESS HEALTH SERVICES:Funds were provided to support a one-year membership for the International Association of Forensic Nurses and for an online SANE education course, to provide training for providing care to victims of abuse who present in the Emergency Department. Support was provided for the purchase of books for Aspen Point resident library, Funding was provided for the renewal of the Imprivata certification program for the Electronic Health Records training, and funding support was provided to Emergency Services Dept. and Hillcrest Senior Living for the Stepping On program and course materials, an evidence-based falls prevention training and education program.

    Expenses $2,259 · Grants $2,259

  • PURCHASE OF TECHNOLOGY AND EQUIPMENT FOR BOZEMAN DEACONESS HEALTH SERVICES: Funding was provided to support the purchase of equipment to support Pediatric Cardiology Specialty Services including a pediatric EKG machine, a pediatric Echo Bed, and an EPIQ CVx Ultrasound system to support pediatric cardiology patient care. Funding was provided to Hillcrest Senior Living to purchase shower chairs and smart TV's for their resident's dining and common areas. Funding to the Cancer Center for the purchase of a Medrad Stellant Flex injection system to support accurate contrast dosages. Funding was provided to the Internal Medicine Department to purchase books and supplies for the children's area, blood pressure monitoring equipment, and pocket talkers, emergency kits, magnifiers and blood pressure cuffs for the Belgrade clinic location, an Accuvein device was supported for the Surgery Department and column scales for the Deaconess Hospital Medical floor. Funding was provided to support the purchase of physical therapy program equipment for a new outpatient program at Big Sky Medical Center.

    Expenses $468,122 · Grants $468,122

  • MISCELLANEOUS EXPENDITURES:Funds were provided to enhance the patient experience and to meet community needs in a variety of ways. Charity care at cost was provided to support thousands of patients ($440,000). The Cancer Patient Care Fund supported cancer patients in-need with transportation, short-term lodging, rent, mortgage payment or utility assistance, nutritional support and medical supplies otherwise not covered. The Good Sam Fund provided support to patients in-need in the form of taxi or transportation vouchers, hotel rooms, durable medical equipment and medical supplies otherwise not covered. Music therapy and other holistic services were provided for Hospice and Palliative care patients. Funding was also provided for salary support for pediatric specialist clinicians including: pediatric surgery, pediatric orthopedics and pediatric cardiology, case management for the NICU. Enhanced behavioral health services, including salary support for behavioral health specialists, crisis interventionist, and expenses associated with redesigning our community's crisis response. A grant from Kendeda Fund covered expenses for the Healthcare Connections community outreach program, for development of a program to provide support for medical respite patients who are unhoused, and the operational needs of the community outreach program. The Act Now Diabetes program continued strong operations of education along with the Hypertension Clinic. Funding support was also provided through the Employee Emergency fund to support employees experiencing emergency situations.

    Expenses $1,694,648 · Grants $1,694,648

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

Listed in Part VII

  • Kris Deason

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Jay Jutzy MD - Past Chair Jan

    -Jun)/2nd Vice Chair starting July

    Total calculated
    $0
    Hours/week
    1

  • Andrew Sullivan MD -1st Vice

    Chair (Jan-Jun)/Dir. starting July

    Total calculated
    $573,683
    From this org
    $0
    From related orgs
    $522,195
    Other
    $51,488
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,985 related
    Bonus
    $0 + $10,382 related
    Other
    $0 + $828 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $33,947 related
    Filer's total
    $0 + $574,442 related

  • Rich Deming - Director

    (Jan-Jun)/Vice Chair starting July

    Total calculated
    $0
    Hours/week
    1

  • Robyn Erlenbush - Director

    (Jan-Jun)

    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

  • Katie Mazurek

    Director (Jan-Jun)

    Total calculated
    $0
    Hours/week
    1

  • Jim Ness

    Director

    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

  • Mark Williams MD

    Director

    Total calculated
    $665,189
    From this org
    $0
    From related orgs
    $583,751
    Other
    $81,438
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,081 related
    Bonus
    $0 + $87,892 related
    Other
    $0 + $8,778 related
    Deferred
    $0 + $67,530 related
    Nontaxable benefits
    $0 + $14,802 related
    Filer's total
    $0 + $666,083 related

  • Anne Thomas MD

    Director starting July

    Total calculated
    $246,925
    From this org
    $0
    From related orgs
    $218,797
    Other
    $28,128
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,974 related
    Bonus
    $0 + $6,571 related
    Other
    $0 + $252 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $10,423 related
    Filer's total
    $0 + $247,520 related

  • Beth Warner

    Foundation President starting Oct

    Total calculated
    $89,303
    From this org
    $83,930
    From related orgs
    $0
    Other
    $5,373
    Hours/week
    50

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
Mark Williams, MD received the benefit from a related organization of $49,230 for a 457(f) plan.

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323199349302707

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