BOZEMAN DEACONESS HEALTH SERVICES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOZEMAN DEACONESS HEALTH SERVICES (EIN 81-0232121)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202503159349302630
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T11:28:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810232121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bozeman Deaconess Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOZE | BusinessNameControlTxt |
| Phone | 4064145000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 Highland Boulevard | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brad Ludford | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4064145000 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bozeman Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kathryn Bertany | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 Highland Boulevard | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $193,371,526 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bozemanhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1911 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | To improve community health and quality of life for residents and visitors of the Southwest Montana area. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1014 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $1,432,682 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $232,868 | PYContributionsGrantsAmt |
| CY Contributions Grants | $802,432 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $177,637,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $188,734,528 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,090,659 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,952,017 | CYInvestmentIncomeAmt |
| PY Other Revenue | $199,246 | PYOtherRevenueAmt |
| CY Other Revenue | $699,866 | CYOtherRevenueAmt |
| PY Total Revenue | $179,160,277 | PYTotalRevenueAmt |
| CY Total Revenue | $193,188,843 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $619,881 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $518,715 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $117,614,490 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $133,532,364 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $61,128,489 | PYOtherExpensesAmt |
| CY Other Expenses | $55,998,084 | CYOtherExpensesAmt |
| PY Total Expenses | $179,362,860 | PYTotalExpensesAmt |
| CY Total Expenses | $190,049,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$202,583 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,139,680 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $167,581,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,808,822 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $118,866,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $158,114,917 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,715,858 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,693,905 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve community health and quality of life. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $75,173,235 | ExpenseAmt |
| Revenue | $69,979,298 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,290,334 | ExpenseAmt |
| Revenue | $28,710,909 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,781,465 | ExpenseAmt |
| Grant | $518,715 | GrantAmt |
| Revenue | $88,611,639 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $105,245,034 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 220 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1014 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carrie Morasko | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064145039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 Highland Blvd | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| John How | ||||||||||
| Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jim Berend - Vice ChairJan | ||||||||||
| -Jun)/2nd Vice Chair (as of July) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Becky Franks - 2nd Vice | ||||||||||
| Chair (Jan-Jun)/Vice Chair (as of July) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jon Knockey | ||||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Carver | ||||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David Crites | ||||||||||
| Director (as of July) | 50.00 | 0.00 | Yes (X) | $359,027 | $0 | $56,737 | ||||
| Amy Croover | ||||||||||
| Director (as of July) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Francisco Ferreyra-Munoz | ||||||||||
| Director (as of July) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Vicki Groeneweg | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce Harmony | ||||||||||
| Director (until June) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Meghan Johnston | ||||||||||
| Internist/Director | 50.00 | 0.00 | Yes (X) | $258,392 | $0 | $59,327 | ||||
| Sara Lattimore | ||||||||||
| Director (as of July) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cory Pulfrey | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Melinda Roberts | ||||||||||
| Director (until June) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Walt Sales | ||||||||||
| Director (until June) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alyce Schultz | ||||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kim Scurry | ||||||||||
| Director (as of July) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dane Sobek | ||||||||||
| Cardiologist/Director (until June) | 50.00 | 0.00 | Yes (X) | $731,356 | $0 | $54,414 | ||||
| Dan Taft | ||||||||||
| Director (as of July) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathryn Bertany | ||||||||||
| CEO | 20.00 | 30.00 | Yes (X) | $628,654 | $0 | $169,460 | ||||
| Brad Ludford | ||||||||||
| CFO | 20.00 | 30.00 | Yes (X) | $422,456 | $0 | $123,596 | ||||
| Christopher Spoja | ||||||||||
| Chief Medical Officer | 20.00 | 30.00 | $491,504 | $0 | $86,916 | Yes (X) | ||||
| Kiera Pattison | ||||||||||
| Chief Nursing Officer | 20.00 | 30.00 | $306,939 | $0 | $80,702 | Yes (X) | ||||
| Kallie Kujawa | ||||||||||
| Chief Operating Officer | 20.00 | 30.00 | $287,869 | $0 | $87,706 | Yes (X) | ||||
| Steve Klein | ||||||||||
| Chief Legal Officer | 20.00 | 30.00 | $297,201 | $0 | $88,089 | Yes (X) | ||||
| Andrew Herman MD | ||||||||||
| Gastroenterologist | 50.00 | 0.00 | $788,497 | $0 | $29,861 | Yes (X) | ||||
| Mark Hancock MD | ||||||||||
| Hematology and Oncology | 50.00 | 0.00 | $745,578 | $0 | $62,468 | Yes (X) | ||||
| Jason Skenazy MD | ||||||||||
| Urologist | 50.00 | 0.00 | $738,927 | $0 | $67,332 | Yes (X) | ||||
| Nathaniel Madsen MD | ||||||||||
| Cardiology | 50.00 | 0.00 | $737,253 | $0 | $61,449 | Yes (X) | ||||
| Andrew Gentry MD | ||||||||||
| Gastroenterologist | 50.00 | 0.00 | $724,698 | $0 | $63,302 | Yes (X) | ||||
| John Hill | ||||||||||
| Former Officer | 0.00 | 0.00 | $463,785 | $0 | $0 | Yes (X) | ||||
| Tamara Havenhill-Jacobs | ||||||||||
| Former Key Employee | 0.00 | 0.00 | $177,401 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,159,537 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,091,359 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 330 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Absaroka Emergency Physicians | |||||
| 1184 N 15th Street Suite 1 | Bozeman | MT | 59715 | ER Physicians Fee | $8,568,414 |
| System4 of Idaho | |||||
| 82 S Baltic Place Ste 116 | Meridian | ID | 83642 | Facility Cleaning | $1,423,761 |
| Kiwi Enterprises LLC | |||||
| 121 N 3rd Ave | Bozeman | MT | 59715 | Snow Removal | $1,183,176 |
| Locum Tenenscom LLC | |||||
| 2575 Northwinds Parkway | Alpharetta | GA | 30009 | Contract Physicians | $656,893 |
| Country Plantscapes | |||||
| 62 Dirt RD | Belgrade | MT | 59714 | Yard Maintenance | $628,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $802,432 | RelatedOrganizationsAmt |
| Total Contributions | $802,432 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Health System Corp Services | 900099 | $78,798,356 | $78,798,356 | |
| Health System Provider Services | 621110 | $69,979,298 | $69,979,298 | |
| Patient Service Revenue | 621110 | $26,086,455 | $26,086,455 | |
| Pharmacy Revenue | 456110 | $2,478,071 | $1,045,389 | $1,432,682 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,392,348 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,392,348 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $188,734,528 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,134,700 | TotalRevenueColumnAmt |
| Exclusion | $3,134,700 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $699,866 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $699,866 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $699,866 | TotalRevenueColumnAmt |
| Exclusion | $699,866 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $182,683 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$182,683 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$182,683 | TotalRevenueColumnAmt |
| Exclusion | -$182,683 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,188,843 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $187,301,846 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,432,682 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,651,883 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,715 | TotalAmt |
| Program Services | $501,715 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Program Services | $17,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,607,969 | TotalAmt |
| Program Services | $1,725,359 | ProgramServicesAmt |
| Management And General | $2,882,610 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,186 | TotalAmt |
| Management And General | $641,186 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,707,994 | TotalAmt |
| Program Services | $73,433,962 | ProgramServicesAmt |
| Management And General | $32,274,032 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,022,993 | TotalAmt |
| Program Services | $2,970,256 | ProgramServicesAmt |
| Management And General | $1,052,737 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,853,394 | TotalAmt |
| Program Services | $5,320,199 | ProgramServicesAmt |
| Management And General | $6,533,195 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,698,828 | TotalAmt |
| Program Services | $4,197,387 | ProgramServicesAmt |
| Management And General | $2,501,441 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,186 | TotalAmt |
| Management And General | $278,186 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,821 | TotalAmt |
| Management And General | $245,821 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,931 | TotalAmt |
| Management And General | $37,931 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,694,726 | TotalAmt |
| Program Services | $1,824,418 | ProgramServicesAmt |
| Management And General | $10,870,308 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,720,921 | TotalAmt |
| Program Services | $26,535 | ProgramServicesAmt |
| Management And General | $2,694,386 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,605 | TotalAmt |
| Program Services | $96,722 | ProgramServicesAmt |
| Management And General | $648,883 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090,732 | TotalAmt |
| Program Services | $223,105 | ProgramServicesAmt |
| Management And General | $1,867,627 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,566 | TotalAmt |
| Program Services | $35,834 | ProgramServicesAmt |
| Management And General | $443,732 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,710 | TotalAmt |
| Program Services | $23,889 | ProgramServicesAmt |
| Management And General | $295,821 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,991 | TotalAmt |
| Program Services | $867,991 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,218,182 | TotalAmt |
| Program Services | $10,218,182 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,087,583 | TotalAmt |
| Program Services | $55,143 | ProgramServicesAmt |
| Management And General | $3,032,440 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Equipment Rent & Mainte | $14,676,909 | $39,828 | $14,637,081 |
| Medical Supplies | $3,733,940 | $3,580,474 | $153,466 |
| Goodwill Impairment | $869,549 | $869,549 | |
| Taxes and Licenses | $754,861 | $37,974 | $716,887 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,175,871 | TotalAmt |
| Program Services | $49,061 | ProgramServicesAmt |
| Management And General | $2,126,810 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,049,163 | TotalAmt |
| Program Services | $105,245,034 | ProgramServicesAmt |
| Management And General | $84,804,129 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,521,511 | BOYAmt |
| EOY | $83,792,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,484,626 | BOYAmt |
| EOY | $14,521,825 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,257 | BOYAmt |
| EOY | $455,909 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,123,623 | BOYAmt |
| EOY | $9,111,953 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $132,972,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,664,719 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,276,836 | BOYAmt |
| EOY | $72,308,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,672,100 | BOYAmt |
| EOY | $9,291,270 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,979,450 | BOYAmt |
| EOY | $11,856,583 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,347,747 | BOYAmt |
| EOY | $3,478,198 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,732,833 | BOYAmt |
| EOY | $4,992,654 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,581,983 | BOYAmt |
| EOY | $209,808,822 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,745,739 | BOYAmt |
| EOY | $44,186,336 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,259 | BOYAmt |
| EOY | $8,314 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,888,580 | BOYAmt |
| EOY | $19,535,078 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,047 | BOYAmt |
| EOY | $98,740 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,981,500 | BOYAmt |
| EOY | $94,286,449 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,866,125 | BOYAmt |
| EOY | $158,114,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,534,525 | BOYAmt |
| EOY | $50,674,026 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,181,333 | BOYAmt |
| EOY | $1,019,879 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,715,858 | BOYAmt |
| EOY | $51,693,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,581,983 | BOYAmt |
| EOY | $209,808,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,139,680 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$179 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$161,454 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $28,870 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $9,061 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $37,931 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Hired consultant to provide lobbying services in connection with governmental affairs representation to ensure hospital, community, and employee interests and needs are represented. Bozeman Deaconess Health Services reimburses certain professional membership dues of employees, a portion of such membership dues are used by the professional associations for lobbying activities. The dues for MHA, AHA, and Leading Age were $9,061. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,878,147 | BeginningYearBalanceAmt |
| Contributions | $1,123,688 | ContributionsAmt |
| Investment Earnings Or Losses | $3,137,317 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,184,368 | OtherExpendituresAmt |
| End Year Balance | $10,954,784 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,672,068 | BeginningYearBalanceAmt |
| Contributions | $943,397 | ContributionsAmt |
| Investment Earnings Or Losses | $3,632,532 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $369,850 | OtherExpendituresAmt |
| End Year Balance | $24,878,147 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,534,132 | BeginningYearBalanceAmt |
| Contributions | $68,899 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,372,760 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $558,203 | OtherExpendituresAmt |
| End Year Balance | $20,672,068 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,745,993 | BeginningYearBalanceAmt |
| Contributions | $973,493 | ContributionsAmt |
| Investment Earnings Or Losses | $3,399,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $584,515 | OtherExpendituresAmt |
| End Year Balance | $24,534,132 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,430,208 | BeginningYearBalanceAmt |
| Contributions | $41,677 | ContributionsAmt |
| Investment Earnings Or Losses | $2,623,596 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $349,488 | OtherExpendituresAmt |
| End Year Balance | $20,745,993 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46330 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.53670 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $7,095,841 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,401,304 | OtherCostOrOtherBasisAmt |
| Book Value | $16,497,145 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,839,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,050,073 | DepreciationAmt |
| Book Value | $28,789,043 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,312,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,614,646 | DepreciationAmt |
| Book Value | $26,698,222 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,612 | OtherCostOrOtherBasisAmt |
| Book Value | $323,612 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,308,022 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Affiliated Organizations | Desc |
| Book Value | $11,856,583 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $11,856,583 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposits | $6,288 |
| Capitalized Lease Obligation | $3,731,471 |
| Due To Affliates | $85,550,694 |
| Estimated third-party payor settlements | $4,997,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $94,286,449 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Each endowment fund is privy to a separate agreement. Donations made for each purpose shall be received, held, and invested by the Bozeman Deaconess Foundation according to established policies governing gift acceptance, investment, and distribution. The principal of the fund shall be retained in perpetuity. The interest income is utilized for the greatest needs of the designated department. Policy says the organization can use a portion of interest for operations. The endowment fund reported in Line 1 is currently being held by a related organization, Bozeman Deaconess Foundation, and benefits Bozeman Health and related system entities. Due to this relationship the endowment fund is being reported all the Form 990, Schedule D, Part V for all three related entities. The other expenditure for facilities and programs reported on line 1e includes $17,933,754 which pertains to the removal of board designation. |
| Part X, Line 2: | The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | 0 | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,056,905 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $63,647 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $993,258 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00520 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,237,745 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,676,295 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,561,450 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00820 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,294,650 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,739,942 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,554,708 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01340 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $431,615 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $17,298 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $414,317 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00220 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $17,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,266,324 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,053,028 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,213,296 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00640 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $521,759 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $501,759 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00260 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,236,698 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,090,326 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,146,372 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01130 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,531,348 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $7,830,268 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,701,080 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02470 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,993,510 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $4,618,724 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $7,373,704 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,754,980 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Ofcr Etc Profit Or OwnershipOfcrEtcProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|---|
| 1 Rocky Mountain Surgical Center LLC | |||
| Outpatient Surgical Center | 0.51010 | 0.00000 | 0.48990 |
| 2 Deaconess Intercity Imaging LLC | |||
| Radiology | 0.77500 | 0.00000 | 0.22500 |
| 4 West Bozeman Surgery Center LLC | |||
| Outpatient Surgical Center | 0.35070 | 0.00000 | 0.30000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Big Sky Medical Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 Town Center Ave | AddressLine1Txt |
| City | Big Sky | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.bigskymedicalcenter.com | WebsiteAddressTxt |
| State License | 13563 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Big Sky Medical Center LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 23 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | https://www.bozemanhealth.org/chna/ | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 23 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.bozemanhealth.org/chna/ | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Page 8 | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Page 8 | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Page 8 | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | Yes (1) | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Big Sky Medical Center, LLC | Part V, Section B, Line 5: The 2023 CHNA focused on mailed surveys and focus groups. The Montana Office of Rural Health conducted the surveying for the 2023 CHNA and helped inform the questions and validate the data. A steering committee comprised of the Gallatin County Health Department, the local Federally Qualified Health Center (FGHC), and the local social service provider, Human Resource Development Council (HRDC), were all collaborated with when creating the survey questions and identifying potential focus group participants. 2,402 surveys were mailed out in a randomized approach to residents in the Bozeman Health service area in May 2023. Bozeman Health conducted 9 focus groups that targeted medically underserved, low-income, and minority populations from May to November, 2023. Planning for the CHNA began in April, and their surveys were mailed out in May, with final results from the Office of Rural Health given in November of 2023. |
| Big Sky Medical Center, LLC | Part V, Section B, Line 6a: Bozeman Health Deaconess Hospital, dba Bozeman Deaconess Regional Medical Center |
| Big Sky Medical Center, LLC | Part V, Section B, Line 11: In the most recent CHNA conducted, the following needs were identified:-Behavioral Health (includes mental health and substance abuse)-Access to Healthcare Services-Socioeconomic and Health Measures-Chronic Disease PreventionSeveral of the CHNA identified needs were not selected as priority areas for Bozeman Health. In order to best impact health outcomes, we focused on prioritizing health issues for which there are existing internal and external resources we can leverage to affect change. Additionally, some of the needs below will be indirectly impacted through our priority areas: -Alzheimer's & Dementia: Bozeman Health's Geriatric Service is available for consultation with any Bozeman Health or community provider and regularly reviews cases for patients referred to them to assist primary care or other providers with treatment decisions. In addition, memory consults with board-certified geriatricians are available to develop a comprehensive understanding of the patient's disease and current state, often before significant disease progression. Within the community, Bozeman Health advertises and helps socialize dementia awareness through support groups and other organizations for those struggling with dementia or prediagnosis of dementia. Through these efforts, Bozeman Health and its partners will continue to tackle this difficult condition and look for additional supports to best serve the community. -Diabetes & Heart Disease: The strategies listed under the Chronic Disease Prevention theme focus on trying to stave off new onset common chronic diseases, such as type 2 diabetes and hypertension, which can be prevented by lifestyle modifications such as healthier diets and prioritizing more regular physical activity. Through these efforts, Bozeman Health and its partners look forward to positive impacts. -Maintaining a Healthy Weight: The strategies listed under the Chronic Disease Prevention theme focus on lifestyle modification such as healthier diets and prioritizing regular physical activity, which in turn can help individuals maintain a healthy weight. Through these efforts, Bozeman Health and its partners look forward to positive impacts.Bozeman Health completed the latest CHNA at the end of 2023 and began addressing the newly identified health needs in the first half of 2024 after the implementation strategy was completed. Progress towards the identified health priorities as part of the CHNA Implementation plan include: 1. Behavioral HealthGoal: Increase access to behavioral health services across the care continuum. Expanded Integrated Behavioral Health (IBH) services in primary care, including launching a program at the Women's Clinic with a care manager and psychiatric nurse practitioner. Opened a walk-in psychiatric care clinic in September 2024, serving 57 patients by year-end. Broke ground on an inpatient behavioral health unit, expected to open in Fall 2025. Explored outpatient substance use disorder services and strengthened referral networks. Invested over 1,500 hours in community-based behavioral health initiatives. Funded grants to support behavioral health access, including: Bridgercare's Collaborative Care Program Wellness in Action's Affordable Counseling Program in Big Sky CHP/One Health's Pathways to Wellness School-based and community mental health programs in Bozeman and Big Sky2. Access to HealthcareGoal: Increase access to care for patients affected by health equity challenges. Redesigned the HealthCare Connections (HCC) mobile program to deliver no-cost vaccines and prepare for expanded screenings in 2025. Supported Wellness in Action to connect Big Sky residents to care and resources. Participated in planning for Homeward Point, a new shelter with medical respite services. Led transportation initiatives, including participation in the Health Transportation Coalition. Planned expansion of RV parking for patients/families at the medical center. Expanded DEIB efforts, including interpreter device audits and Spanish signage updates. Funded grants for programs like Thrive's Spanish-speaking Parent Liaison and Spanish for Healthcare training.3. Chronic Disease PreventionGoal: Reduce the impact of chronic disease and cancer through prevention and healthy lifestyles. Distributed mammogram vouchers and promoted cancer screening awareness. Expanded partnership with Cancer Support Community, including planning a men's retreat in Big Sky and hiring a mental health provider. Hosted cooking and lifestyle education classes through Lifestyle Medicine. Reinvigorated the TrailsRX program and began planning new trail access. Developed health promotion signage for trail systems. Funded the YMCA's ReCharge program for cancer survivors.4. Socioeconomic & Health MeasuresGoal: Promote "Housing is Healthcare and support affordable housing initiatives. Participated in and funded the Regional Housing Coalition. Began evaluating health outcomes for residents in Housing First Village. Funded KidsLink afterschool program to reduce financial barriers for families. |
| Big Sky Medical Center, LLC | Part V, Section B, Line 13h: Any individual and their dependents who are at 200% of the Federal Poverty income level or below will be eligible to receive a 100% write-off of the self-pay portion of incurred charges, upon completion of an application. Completion of the Financial Assistance application will be required. In addition, Catastrophic Financial Assistance is available to individuals who have a large balance remaining after all third party payments have been taken into account. The balance under consideration is that amount which is deemed to be the patient's financial responsibility. If such responsibility is greater than 50% of the family's annual household income, the excess amount will be treated as Catastrophic Financial Assistance and written off of the patient's account. This assistance is available without respect to the FPG, but the patient must follow the same process as all other patients seeking financial assistance based upon FPG. Asset tests are not used for determining any level of financial assistance. Prior to providing services, BH will make an effort to notify the patient regarding their eligibility for financial assistance. |
| Big Sky Medical Center, LLC | Part V, Section B, Line 16j: Medical Advocacy Services in Healthcare (MASH) will give out our financial application after determining a patient is ineligible for federal and state programs. A summary of the financial assistance policy is attached to billing invoices, posted in the patient admissions area, and provided to patients upon admission to the hospital facility. |
| Big Sky Medical Center, LLC | Part V, Section B, Line 24: All individuals eligible under the hospital financial assistance policy are provided a discount for emergency and other medically necessary care. The financial assistance policy does not apply to elective procedures. Therefore, FAP-eligible patients without insurance may be billed gross charges on elective procedures. |
| Schedule H, Part V, Section B, Line 16a-16c: | https://bozemanhealth.org/wp-content/uploads/2025/05/Financial-Assistance-Charity-Care.pdfhttps://bozemanhealth.org/wp-content/uploads/2025/05/Financial-Assistance-Application-March-2025.pdfhttps://bozemanhealth.org/wp-content/uploads/2024/11/fa-policy-plain-language-summary-2023.pdf |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Deaconess Intercity Imaging LLC | ||||
| 915 Highland Blvd | Bozeman | MT | 59715 | Outpatient Imaging Center |
| 2 - Rocky Mountain Surgery Center LLC | ||||
| 1450 Ellis St Suite 101 | Bozeman | MT | 59715 | Outpatient Surgical Center |
| 3 - Hospice of Southwest Montana LLC | ||||
| 3810 Valley Commons Dr Ste 1 | Bozeman | MT | 59715 | Hospice Services |
| 4 - Bozeman Health Urgent Care LLC | ||||
| 1006 W Main | Bozeman | MT | 59715 | Outpatient Health Care |
| 5 - Bozeman Health Medical Group LLC | ||||
| 915 Highland Blvd | Bozeman | MT | 59715 | Contracted Provider Services |
| 6 - Bozeman Health Convenience Care LLC | ||||
| 915 Highland Blvd | Bozeman | MT | 59715 | Outpatient Health Care |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Any individual and their dependents who are at 200% of the Federal Poverty income level or below will be eligible to receive a 100% write-off of the self-pay portion of incurred charges, upon completion of an application. Completion of the Financial Assistance application will be required. In addition, Catastrophic Financial Assistance is available to individuals who have a large balance remaining after all third party payments have been taken into account. The balance under consideration is that amount which is deemed to be the patient's financial responsibility. If such responsibility is greater than 50% of the family's annual household income, the excess amount will be treated as Catastrophic Financial Assistance and written off of the patient's account. This assistance is available without respect to the FPG, but the patient must follow the same process as all other patients seeking financial assistance based upon FPG. Asset tests are not used for determining any level of financial assistance. Prior to providing services, BH will make an effort to notify the patient regarding their eligibility for financial assistance. |
| Part I, Line 7: | The cost to charge ratio from Worksheet 2 was used to obtain the costs related to Charity Care and Medicaid. All net benefit expenses were calculated using direct costs and revenue with reasonable indirect overhead allocation methods. Benefits are allocated at 23% of payroll dollars. For Subsidized Services, other indirect overhead costs are allocated based on historical reasonableness of 15% of total expenses. Our internal system does record patient revenues based on type (inpatient vs. outpatient vs. emergency) and payor (Medicaid, Medicare, Commercial, Self-Pay, etc.). Related costs are then determined based on the pro-rated share as a percentage of the total. For example, if Medicaid comprises 7% of a department's revenue, Medicaid expenses are calculated at 7% of the total as well.Lines 7e, 7f, 7i are based on actual expenses. |
| Part I, Line 7g: | Amount of cost attributable to a physician clinic is $7,266,324. The Urgent Care disregarded entity was reported as a subsidized services, pulling out the financial assistance and Medicaid to report separately as appropriate. |
| Part III, Line 2: | The amount on line 2 represents implicit price concessions. The Organization determines its estimate of implicit price concession based on its historical collection experience with this class of patients. |
| Part III, Line 4: | The footnote to the organization's financial statements that describes implicit price concessions is located in Footnote 1 on pages 15-16 of the attached financial statements. |
| Part III, Line 8: | The entire amount of shortfall should be considered a community benefit.The Medicare shortfall represents a cost absorbed by the Hospital as a result of providing care to Medicare patients. The contract driving this loss is a nondiscretionary contract, as is providing the services to this population of individuals. The cost of providing this benefit to the community should be reportable as such.Medicare allowable costs of care are based on the Medicare cost report. The Medicare cost report is completed based on the rules and regulations set forth by Centers for Medicare and Medicaid Services.For the Joint Ventures, Net Medicare Revenue was used as the revenue received, and that percentage of total revenues was applied against operating expenses to determine related costs. The Joint Venture portion of the shortfall is $2,715,344. |
| Part III, Line 9b: | Providing the patient, either directly or through its contracted collection agency with at least one written notice informing the patient about the Extraordinary Collection Actions that we intend to take if the patient does not submit an Application for Financial Assistance or pay the amount due by at least thirty days following the date of the notice. The notice will include a copy of the plain language summary and will not be mailed or delivered to a patient earlier than 30 days prior to the end of the Notification Period.No Extraordinary Collection Actions will be undertaken during the 120 day Notification Period, during which time we will take reasonable efforts to determine whether the patient is eligible for Financial Assistance. Patients that may qualify for financial assistance, and that have accounts with the contracted collection agencies, will be vetted throughout the financial assistance process. Meanwhile, accounts will be placed on hold until the financial assistance eligibility is determined. If the patient is eligible, accounts will be appropriately adjusted and adjusted amounts will be reported to the collection agency.No Extraordinary Collection Actions are taken prior to the 240th day after the date of the first invoice. |
| Part VI, Line 2: | In addition to the CHNA, Bozeman Health Big Sky Medical Center (BSMC) assesses community health care needs in a number of ways. We look at other available health data and reports for our service area provided by the State of Montana and our local City-County Health Department. We also work closely with area non-profits and social service providers to hear about the needs of their clients / customers to help inform our outreach strategies and community health improvement efforts. |
| Part VI, Line 3: | Bozeman Health is deeply committed to providing financial assistance to patients needing, but unable to afford, medically necessary health care services. As a hospital operating in the Bozeman Health system, Big Sky Medical Center (BSMC) posts notice of its Financial Assistance Policy in all admitting areas, as well as on the website. At the earliest feasible time, BSMC will attempt to determine whether a patient has third party coverage for any part of the hospital services provided. If a patient does not have third party coverage, a patient advocate from the MASH program will screen all inpatient cases and any outpatient cases exceeding $1,000 in total charges to determine if the patient qualifies for third party funding. If not, the patient advocate will explain the Financial Assistance Policy and give the patient an application if desired. In circumstances where payment in full will cause financial hardship that will significantly harm the patient or patient's family, the applicant may be asked to visit with Consumer Credit Counseling Services to further review their financial situations. Upon request, patients may be asked to complete an application for Medicaid participation or for coverage by other governmental payment programs. Patient bills also contain billing information explaining financial options and provide contact information to the appropriate resources. |
| Part VI, Line 4: | BH Big Sky Medical Center (BSMC) primarily serves a three-zip code region in Gallatin County Montana: 59716 Big Sky, 59730 Gallatin Gateway, and 59758 West Yellowstone (note in certain zip code boundary definitions, 59716 Big Sky is in both Gallatin and Madison County-although the most populous area is in Gallatin County). These 3 communities account for more than 75% of clinic visits at BSMC Big Sky Clinic in 2024. In addition, these same communities account for 17.9% of BSMC's inpatient admissions while 21.1% were of patients originating outside Montana. The population of the tri-zip code area was an estimated 10,929 (59716: 3,396, 59730: 5,598, and 59758: 1935) in 2020 (US Census Data, 2020). The average median household income in the combined communities was an estimated $87,437 and 5.9% of the population was estimated to be in poverty in 2023 (ACS 5yr estimates, 2023). 2024 estimates suggest that 14.7% of the population in Gallatin County are covered by Medicaid (Montan Healthcare Foundation, 2023). It is estimated that 13.03% are uninsured (ACS, 2023) and 6,145 individuals in the three zip codes are insured under Medicare (KFF, 2024). Bozeman Health Big Sky Medical Center is the only hospital in the BSMC three zip code service area and is one of two hospitals in Gallatin County (BH BSMC and BH Deaconess Hospital). |
| Part VI, Line 5: | The governing body of Bozeman Health is comprised of individuals who represent our community and live in our service area; a majority of whom are independent of the organization. To ensure immediate access to care, we have an open medical staff and require each medical staff member to care for anyone presenting in the Emergency Department. As an organization, we devote a significant amount of funds into maintaining and advancing high-level, innovative, and responsive patient care. This includes recent investments in expanding integrated behavioral health, access to telepsychiatry, and embedding crisis response in our facility. We also use surplus funds, among other ways, to award multiyear scholarships to college students studying health professions, support medical and nursing students at our facility, and provide community health improvement grants to local organizations who are working in alignment with our community benefit priority area. |
| Part VI, Line 6: | Bozeman Deaconess Health Services owned a majority interest in Deaconess Intercity Imaging, LLC and Rocky Mountain Surgery Center in the current tax year. Although these joint ventures are not licensed hospitals, these organizations hold similar policies regarding providing care to all members of the community and offering financial assistance as determined by ability to pay. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MT State University Foundation | ||||||||
| PO Box 172750 | Bozeman | MT | 59717 | 816001649 | 501(c)3 | $285,715 | $0 | Support improving access to Health Services in our service area |
| Cancer Support Comununity MT | ||||||||
| 102 S 11th Ave | Bozeman | MT | 59715 | 810542266 | 501(c)3 | $60,000 | $0 | Support cancer support services within our service area |
| Thrive | ||||||||
| PO Box 4325 | Bozeman | MT | 59772 | 363501185 | 501(c)3 | $30,000 | $0 | Support human service needs within our service area |
| Community Health Partners | ||||||||
| 214 E Mendenhall | Bozeman | MT | 59715 | 841420492 | 501(c)3 | $26,000 | $0 | Support improving access to Health Services in our service area |
| Wellness in Action | ||||||||
| 47855 Gallatin Rd | Big Sky | MT | 59716 | 204166175 | 501(c)3 | $20,000 | $0 | Support behavioral health services within our service area |
| Bridgercare | ||||||||
| 1288 N 14th Ave 201 | Bozeman | MT | 59715 | 810363189 | 501(c)3 | $20,000 | $0 | Support improving access to Health Services in our service area |
| Human Resource Development Council of District IX (HRDC) | ||||||||
| 32 S Tracy Ave | Bozeman | MT | 59715 | 810350886 | 501(c)3 | $10,000 | $0 | Support resources for low income population in our service area |
| Bridger Ski Foundation | ||||||||
| 851 Bridger Drive STE 1243 | Bozeman | MT | 59771 | 810384359 | 501(c)3 | $10,000 | $0 | Support healthy lifestyles for youth in our service area |
| Gallatin Valley Land Trust | ||||||||
| PO Box 7021 | Bozeman | MT | 59771 | 810464513 | 501(c)3 | $10,000 | $0 | Support healthy lifestyles in our service area |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 17 | RecipientCnt |
| Cash Grant | $17,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Recipients of grants and assistance prepare informational reports substantiating the use of the funds that were earmarked to support community health programs. Involvement of Bozeman Deaconess Health Services staff and/or administration as volunteers in the activities being supported also ensures proper usage of funds. Scholarships provided are paid directly to the institute on behalf of the recipient. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrew Herman MD | ||||||||||||||
| Gastroenterologist | $542,871 | $0 | $245,302 | $0 | $324 | $0 | $20,700 | $0 | $11,477 | $0 | $820,674 | $0 | $0 | $0 |
| Mark Hancock MD | ||||||||||||||
| Hematology and Oncology | $706,665 | $0 | $36,537 | $0 | $2,376 | $0 | $20,700 | $0 | $44,674 | $0 | $810,952 | $0 | $0 | $0 |
| Jason Skenazy MD | ||||||||||||||
| Urologist | $564,683 | $0 | $173,884 | $0 | $360 | $0 | $20,700 | $0 | $49,070 | $0 | $808,697 | $0 | $0 | $0 |
| Nathaniel Madsen MD | ||||||||||||||
| Cardiology | $699,220 | $0 | $37,205 | $0 | $828 | $0 | $20,700 | $0 | $43,724 | $0 | $801,677 | $0 | $0 | $0 |
| Kathryn Bertany | ||||||||||||||
| CEO | $621,167 | $0 | $1,537 | $0 | $5,950 | $0 | $137,731 | $0 | $34,854 | $0 | $801,239 | $0 | $0 | $0 |
| Andrew Gentry MD | ||||||||||||||
| Gastroenterologist | $536,083 | $0 | $187,067 | $0 | $1,548 | $0 | $20,700 | $0 | $44,886 | $0 | $790,284 | $0 | $0 | $0 |
| Dane Sobek | ||||||||||||||
| Cardiologist/Director (until June) | $693,323 | $0 | $37,205 | $0 | $828 | $0 | $20,700 | $0 | $36,689 | $0 | $788,745 | $0 | $0 | $0 |
| Christopher Spoja | ||||||||||||||
| Chief Medical Officer | $437,028 | $0 | $51,537 | $0 | $2,939 | $0 | $47,342 | $0 | $41,545 | $0 | $580,391 | $0 | $0 | $0 |
| Brad Ludford | ||||||||||||||
| CFO | $415,435 | $0 | $1,537 | $0 | $5,484 | $0 | $80,767 | $0 | $44,849 | $0 | $548,072 | $0 | $0 | $0 |
| John Hill | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $463,785 | $0 | $0 | $0 | $0 | $0 | $463,785 | $0 | $196,620 | $0 |
| David Crites | ||||||||||||||
| Director (as of July) | $344,669 | $0 | $13,822 | $0 | $536 | $0 | $20,700 | $0 | $37,637 | $0 | $417,364 | $0 | $0 | $0 |
| Kiera Pattison | ||||||||||||||
| Chief Nursing Officer | $296,106 | $0 | $1,537 | $0 | $9,296 | $0 | $45,437 | $0 | $36,817 | $0 | $389,193 | $0 | $0 | $0 |
| Steve Klein | ||||||||||||||
| Chief Legal Officer | $293,204 | $0 | $1,537 | $0 | $2,460 | $0 | $46,646 | $0 | $43,004 | $0 | $386,851 | $0 | $0 | $0 |
| Kallie Kujawa | ||||||||||||||
| Chief Operating Officer | $283,926 | $0 | $1,537 | $0 | $2,406 | $0 | $51,669 | $0 | $37,636 | $0 | $377,174 | $0 | $0 | $0 |
| Meghan Johnston | ||||||||||||||
| Internist/Director | $241,899 | $0 | $16,234 | $0 | $259 | $0 | $17,621 | $0 | $42,926 | $0 | $318,939 | $0 | $0 | $0 |
| Tamara Havenhill-Jacobs | ||||||||||||||
| Former Key Employee | $0 | $0 | $0 | $0 | $177,401 | $0 | $0 | $0 | $0 | $0 | $177,401 | $0 | $43,956 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Lines 4a-b | FormAndLineReferenceDesc |
| Explanation | Line 4a: In 2024, the following former officers received severance payments: John Hill: $267,165 Tamara Havenhill-Jacobs: $133,445 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 2024: Kathryn Bertany: $117,031 Brad Ludford: $60,067 Christopher Spoja: $47,342 Kiera Pattison: $26,377 Kallie Kujawa: $32,357 Steve Klein: $28,022 The following received distribution payments from the 457f plan in 2024: John Hill: $196,620 Tamara Havenhill-Jacobs: $43,956 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montana Facility Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 364615155 | BondIssuerEIN |
| CUSIP | 61240MBM8 | CUSIPNum |
| Bond Issued | 2014-11-05 | BondIssuedDt |
| Issue Price | $23,005,852 | IssuePriceAmt |
| Purpose | Refinance 2004 bond issued 3/4/2004; fund add'n of Big Sky Medical Facility | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,206,201 | RetiredAmt |
| Total Proceeds | $23,008,884 | TotalProceedsAmt |
| Capitalized Interest | $3,032 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $377,976 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $17,500,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $5,127,876 | OtherSpentProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Montana Facility Finance Authority Date the Rebate Computation was Performed: 06/01/2019 |
| Schedule K, Part I, Line A(e): | Part I issue price and Part II Line 3 bond proceeds differ due to interest earned on the proceeds. |
| Schedule K, Part IV, Line 2c: | No remaining or new bond proceeds exist and there is no arbitrage rebate liability, therefore no further arbitrage calculations are necessary. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | The Yellowstone Conference of the Methodist Church confirms the Board Members and has authority to appoint the clergy member of the board. |
| Form 990, Part VI, Section A, line 7b | Changing the Articles of Incorporation in relationship to the process of selecting board membership must be approved by the Yellowstone Conference of the United Methodist Church. |
| Form 990, Part VI, Section A, line 8b | The organization does not have any committees with the authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, line 11b | The Planning and Finance Committee will review the Form 990 with the Finance Team and will make a recommendation to the full Board for acceptance. A copy of the 990 is provided to the Board of Directors prior to filing. |
| Form 990, Part VI, Section B, line 12c | An annual Disclosure Statement is obtained from the Board, Operating Committee, and Executive Team Members. Disclosures are reviewed with the Conflict of Interest (COI) Panel (Compliance Officer, Board Compliance Committee Chair, Chief Executive Officer, & Chief Legal Officer). The COI Panel assesses the disclosure, develops an acknowledgement and management plan. The management plan is reviewed with the affected member, if the COI Panel and the member are unable to resolve the disclosure, the disclosure is reported to the Board Compliance Committee for further review. Conflicts are addressed annually in writing and verbally during meetings. If a COI exists, the member shall not participate in any deliberations or vote regarding the transaction or arrangement at issue, and shall not be present in the meeting room for any part of the deliberations or vote relating to the transaction or arrangement. |
| Form 990, Part VI, Section B, line 15 | The Board Executive Committee, which is comprised of independent board members, serves as the organization's compensation committee. The Executive Committee receives a formal presentation by an independent compensation consultant (as selected by the Committee) qualified to perform compensation reviews including usage of comparability data. This person presents recommendations to the Executive Committee. The Executive Committee then makes decisions annually regarding compensation for Officers and Senior Administration. The Executive Committee's compensation review process is outlined in an Executive Compensation Philosophy Policy that was adopted by the full Board. |
| Form 990, Part VI, Section C, line 19 | Tax documents required to be available for public inspection are available upon request. The audited financial statements are required to be attached to the Form 990 and provided to the Municipal Securities Rulemaking Board, which is our tax-exempt bonds trustee, via an on-line, central filing location called Electronic Municipal Market Access (EMMA). The financial statements can be obtained by the general public at the EMMA website. |
| Form 990, Part XI, line 9: | Change in Temp Restricted Investment of Foundation -161,454. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Big Sky Medical Center LLC | |||||||||
| 334 Town Center Ave | Big Sky | MT | 59716 | 474718253 | Healthcare - Inpatient and Outpatient Servcies | MT | $20,596,527 | $28,748,287 | Bozeman Deaconess Health Services |
| Bozeman Health Convenience Care LLC | |||||||||
| 915 Highland Blvd | Bozeman | MT | 59715 | 822848277 | Healthcare-Ambulatory Clinic Outpatient Care | MT | $1,090,776 | $471,790 | Bozeman Deaconess Health Services |
| Bozeman Health Urgent Cares LLC | |||||||||
| 1006 W Main | Bozeman | MT | 59715 | 465318746 | Healthcare - Physician Outpatient Care | MT | $7,328,012 | $15,578,693 | Bozeman Deaconess Health Services |
| Bozeman Health Medical Group LLC | |||||||||
| 915 Highland Blvd | Bozeman | MT | 59715 | 475126599 | Physician Employment & Contract to Bozeman Health System | MT | $77,183,684 | $8,908,684 | Bozeman Deaconess Health Services |
| Spanish Peaks Plaza LLC | |||||||||
| 120 N 19th Ave Suite A | Bozeman | MT | 59718 | 810539803 | Rental Real Estate for VA Med Clinic & Chiro | MT | -$4,110 | $72,140 | Bozeman Deaconess Health Services |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Bozeman Deaconess Foundation dba Bozeman Health Foundation | ||||||||||
| 931 Highland Blvd Suite 3200 | Bozeman | MT | 59715 | 841407943 | Raise funds to support Bozeman Deaconess Health Services | MT | 501(c)(3) | Line 7 | Bozeman Deaconess Health Services | Yes (1) |
| Bozeman Health Deaconess Hospital | ||||||||||
| 915 Highland Blvd | Bozeman | MT | 59715 | 474717998 | Healthcare - Inpatient and Outpatient Services | MT | 501(c)(3) | Line 3 | Bozeman Deaconess Health Services | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deaconess Intercity Imaging LLC | |||||||||||||
| 915 Highland Blvd | Bozeman | MT | 59715 | 810666871 | Healthcare - Imaging Services | MT | Bozeman Deaconess Health Services | Related | $1,447,980 | $3,176,952 | 0 | Yes (1) | 0.77500 |
| Rocky Mountain Surgical Center LLC | |||||||||||||
| 1450 Ellis St Suite 101 | Bozeman | MT | 59715 | 364462300 | Healthcare - Surgical Services | MT | Bozeman Deaconess Health Services | Related | $3,416,017 | $3,388,172 | 0 | 0 | 0.51010 |
| Bozeman HealthUSP Surgery Centers LLC | |||||||||||||
| 14201 Dallas Parkway | Dallas | TX | 75254 | 823991148 | Ambulatory Surgery Center | TX | Bozeman Deaconess Health Services | Related | $1,661,924 | $2,286,169 | 0 | 0 | 0.50100 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bozeman Deaconess Real Estate Development Corp | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10490 | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205496567 | EIN |
| Primary Activities | Sale of real estate property and residences to seniors | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bozeman Deaconess Health Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $33,420 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,259,900 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Bozeman Health Deaconess Hospital | ||
| L | $148,764,139 | General ledger and corp. records |
| Bozeman Deaconess Foundation | ||
| C | $802,432 | General ledger and corp. records |
| Bozeman Deaconess Foundation | ||
| Q | $156,229 | General ledger and corp. records |
| Rocky Mountain Surgical Center LLC | ||
| S | $3,341,429 | General ledger and corp. records |
| Bozeman HealthUSP Surgery Centers LLC | ||
| S | $1,605,082 | General ledger and corp. records |
| Bozeman Deaconess Real Estate Development Corp | ||
| Q | $147,999 | General ledger and corp. records |
| Bozeman Deaconess Real Estate Development Corp | ||
| S | $87,812 | General ledger and corp. records |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I | FormAndLineReferenceDesc |
| Explanation | Spanish Peaks Plaza, LLC became a 100% owned disregarded entity during 2024. | ExplanationTxt |