- 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.
-
BOZEMAN DEACONESS FOUNDATION
EIN 84-1407943
-
BOZEMAN HEALTH DEACONESS HOSPITAL
EIN 47-4717998
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
-
MT State University Foundation
$285,715
2023 Support improving access to Health Services in our service area
-
MT State University Foundation
$285,715
2022 Support improving access to Health Services in our service area
-
MT State University Foundation
$285,715
2024 Support improving access to Health Services in our service area
-
$60,000
2023 Support cancer support services within our service area
-
$60,000
2022 Support cancer support services within our service area
-
$60,000
2024 Support cancer support services within our service area
-
2022 Support improving access to Health Services in our service area
-
$50,000
2023 Support crisis counseling, advocacy, information and outreach
-
$50,000
2022 Support domestic violence programs within our service area
-
$50,000
2022 Support healthy lifestyles in our service area
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$1,661,600
2022 Support hospital programs and services and support of Big Sky Medical Center.
-
$802,431
2024 Support hospital programs and services and support of Big Sky Medical Center.
-
$232,868
2023 Support hospital programs and services and support of Big Sky Medical Center.
-
$27,972
2024 SUPPORTING SURVIVORS
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
-
Bozeman Deaconess Foundation dba Bozeman Health Foundation
501(c)(3) · Raise funds to support Bozeman Deaconess Health Services · MT · controlled entity
-
Bozeman Health Deaconess Hospital
501(c)(3) · Healthcare - Inpatient and Outpatient Services · MT · controlled entity
Declared as related by
-
BOZEMAN HEALTH DEACONESS HOSPITAL
On its 2024 return
-
On its 2024 return
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.