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BOZEMAN DEACONESS HEALTH SERVICES

EIN 81-0232121 BOZEMAN, MT

Largest nonprofits in Montana

Revenue 2024
$193,188,843
Expenses 2024
$190,049,163

Program services were 55.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
E220
Classification
1000
Street
915 HIGHLAND BLVD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

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 $75,173,235 · Revenue $69,979,298

  • 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 92 admissions and saw 4,217 patients in the Emergency Room and 7,075 patients in the clinic in 2024. The net revenue yield on these operations was only 55.9%, or $1,540 per adjusted patient day. With challenging core staffing and related costs, the operating expense (excluding interest, taxes and depreciation) was $2,270 per adjusted patient day. This resulted in a $1.2 million operating loss for the year. (Continued on Schedule O)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 60.1% yield on $7.3M of patient charges and operating costs of $8.7M, the Urgent Care netted a loss of $1.4M in 2024.

    Expenses $17,290,334 · Revenue $28,710,909

  • 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 27,800 inpatient days, 247,714 outpatient hospital visits, 295,807 outpatient clinic visits, 38,003 emergency room visits and performed 7,157 surgeries.

    Expenses $12,781,465 · Grants $518,715 · Revenue $88,611,639

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • John How

    Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jim Berend - Vice ChairJan

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

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Becky Franks - 2nd Vice

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

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jon Knockey

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Carver

    Secretary

    Total calculated
    $0
    Hours/week
    1
  • David Crites

    Director (as of July)

    Total calculated
    $415,764
    From this org
    $359,027
    From related orgs
    $0
    Other
    $56,737
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $344,669
    Bonus
    $13,822
    Other
    $536
    Deferred
    $20,700
    Nontaxable benefits
    $37,637
    Filer's total
    $417,364
  • Amy Croover

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1
  • Francisco Ferreyra-Munoz

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1
  • Vicki Groeneweg

    Director

    Total calculated
    $0
    Hours/week
    1
  • Bruce Harmony

    Director (until June)

    Total calculated
    $0
    Hours/week
    1
  • Meghan Johnston

    Internist/Director

    Total calculated
    $317,719
    From this org
    $258,392
    From related orgs
    $0
    Other
    $59,327
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,899
    Bonus
    $16,234
    Other
    $259
    Deferred
    $17,621
    Nontaxable benefits
    $42,926
    Filer's total
    $318,939
  • Sara Lattimore

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1
  • Cory Pulfrey

    Director

    Total calculated
    $0
    Hours/week
    1
  • Melinda Roberts

    Director (until June)

    Total calculated
    $0
    Hours/week
    1
  • Walt Sales

    Director (until June)

    Total calculated
    $0
    Hours/week
    1
  • Alyce Schultz

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kim Scurry

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1
  • Dane Sobek

    Cardiologist/Director (until June)

    Total calculated
    $785,770
    From this org
    $731,356
    From related orgs
    $0
    Other
    $54,414
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $693,323
    Bonus
    $37,205
    Other
    $828
    Deferred
    $20,700
    Nontaxable benefits
    $36,689
    Filer's total
    $788,745
  • Dan Taft

    Director (as of July)

    Total calculated
    $0
    Hours/week
    1
  • Kathryn Bertany

    CEO

    Total calculated
    $798,114
    From this org
    $628,654
    From related orgs
    $0
    Other
    $169,460
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $621,167
    Bonus
    $1,537
    Other
    $5,950
    Deferred
    $137,731
    Nontaxable benefits
    $34,854
    Filer's total
    $801,239
  • Brad Ludford

    CFO

    Total calculated
    $546,052
    From this org
    $422,456
    From related orgs
    $0
    Other
    $123,596
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $415,435
    Bonus
    $1,537
    Other
    $5,484
    Deferred
    $80,767
    Nontaxable benefits
    $44,849
    Filer's total
    $548,072
  • Christopher Spoja

    Chief Medical Officer

    Total calculated
    $578,420
    From this org
    $491,504
    From related orgs
    $0
    Other
    $86,916
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $437,028
    Bonus
    $51,537
    Other
    $2,939
    Deferred
    $47,342
    Nontaxable benefits
    $41,545
    Filer's total
    $580,391
  • Kiera Pattison

    Chief Nursing Officer

    Total calculated
    $387,641
    From this org
    $306,939
    From related orgs
    $0
    Other
    $80,702
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $296,106
    Bonus
    $1,537
    Other
    $9,296
    Deferred
    $45,437
    Nontaxable benefits
    $36,817
    Filer's total
    $389,193
  • Kallie Kujawa

    Chief Operating Officer

    Total calculated
    $375,575
    From this org
    $287,869
    From related orgs
    $0
    Other
    $87,706
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $283,926
    Bonus
    $1,537
    Other
    $2,406
    Deferred
    $51,669
    Nontaxable benefits
    $37,636
    Filer's total
    $377,174
  • Steve Klein

    Chief Legal Officer

    Total calculated
    $385,290
    From this org
    $297,201
    From related orgs
    $0
    Other
    $88,089
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $293,204
    Bonus
    $1,537
    Other
    $2,460
    Deferred
    $46,646
    Nontaxable benefits
    $43,004
    Filer's total
    $386,851

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $193,188,843
    Expenses
    $190,049,163
    Contributions
    $802,432
    Grants paid
    $518,715
  • 2023
    Revenue
    $179,160,277
    Expenses
    $179,362,860
    Contributions
    $232,868
    Grants paid
    $619,881
  • 2022
    Revenue
    $163,884,781
    Expenses
    $162,874,704
    Contributions
    $1,661,600
    Grants paid
    $677,955

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2021 · 990

    Revenue
    $153,541,900
    Expenses
    $150,991,765
    Assets (EOY)
    $178,954,474
  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2020 · 990

    Revenue
    $126,684,739
    Expenses
    $122,977,678
    Assets (EOY)
    $166,060,049
  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2019 · 990

    Revenue
    $107,988,329
    Expenses
    $107,433,815
    Assets (EOY)
    $128,437,016
  • 2018 · 990

    Revenue
    $100,410,607
    Expenses
    $109,541,021
    Assets (EOY)
    $121,251,849
  • 2017 · 990

    Revenue
    $92,094,271
    Expenses
    $95,406,233
    Assets (EOY)
    $107,551,674

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

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

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • Big Sky Medical Center LLC

    Healthcare - Inpatient and Outpatient Servcies · MT · income $20,596,527 · assets $28,748,287

  • Bozeman Health Convenience Care LLC

    Healthcare-Ambulatory Clinic Outpatient Care · MT · income $1,090,776 · assets $471,790

  • Bozeman Health Urgent Cares LLC

    Healthcare - Physician Outpatient Care · MT · income $7,328,012 · assets $15,578,693

  • Bozeman Health Medical Group LLC

    Physician Employment & Contract to Bozeman Health System · MT · income $77,183,684 · assets $8,908,684

  • Spanish Peaks Plaza LLC

    Rental Real Estate for VA Med Clinic & Chiro · MT · income -$4,110 · assets $72,140

Related partnerships on its 2024 return

  • Deaconess Intercity Imaging LLC

    Related · Healthcare - Imaging Services · MT · 77.5% owned · share of income $1,447,980 · share of assets $3,176,952 · general or managing partner

  • Rocky Mountain Surgical Center LLC

    Related · Healthcare - Surgical Services · MT · 51.01% owned · share of income $3,416,017 · share of assets $3,388,172

  • Bozeman HealthUSP Surgery Centers LLC

    Related · Ambulatory Surgery Center · TX · 50.1% owned · share of income $1,661,924 · share of assets $2,286,169

Related corporations and trusts on its 2024 return

  • Bozeman Deaconess Real Estate Development Corp

    C · Sale of real estate property and residences to seniors · MT · 100% owned · share of income $33,420 · share of assets $4,259,900 · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.