BOZEMAN DEACONESS HEALTH SERVICES: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BOZEMAN DEACONESS HEALTH SERVICES (EIN 81-0232121)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201813169349303676
- Schema version
- 2017v2.3
- 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 | 2018-11-12T15:30:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | Current CFO | PersonTitleTxt |
| Phone | 4064145000 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.175.213.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 15:02:07 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B1517DAAED479AA3B0236E79C14EA2E11B9BE589 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B602D594AFD2B0B327E07A06F36CA6A7E42546D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | John Hill | 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 | $92,099,552 | 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 Bozeman, MT area. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 524 | TotalEmployeeCnt |
| Total Volunteers | 281 | TotalVolunteersCnt |
| Total Gross UBI | $286,225 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$201,152 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,543,224 | PYContributionsGrantsAmt |
| CY Contributions Grants | $317,090 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,771,445 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $91,618,113 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,759 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | $160,507 | PYOtherRevenueAmt |
| CY Other Revenue | $126,563 | CYOtherRevenueAmt |
| PY Total Revenue | $80,477,935 | PYTotalRevenueAmt |
| CY Total Revenue | $92,094,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $468,139 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $81,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $52,508,538 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,285,412 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,203,127 | PYOtherExpensesAmt |
| CY Other Expenses | $35,039,821 | CYOtherExpensesAmt |
| PY Total Expenses | $81,179,804 | PYTotalExpensesAmt |
| CY Total Expenses | $95,406,233 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$701,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,311,962 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,101,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,551,674 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,635,766 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,386,340 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,465,591 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,165,334 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve community health and quality of life. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $34,959,369 | ExpenseAmt |
| Revenue | $32,992,122 | 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 and Bozeman Health Urgent Care. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,388,800 | ExpenseAmt |
| Revenue | $8,469,438 | 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 42 admissions, 34 surgeries and saw over 3,100 patients in the Emergency Room and over 4,100 in the clinic in 2017. The net revenue yield on these operations was only 55.6%, or $768 per equivalent ER visit. With challenging core staffing and related costs, the operating expense (excluding interest, taxes and depreciation) was $1,491 per equivalent ER visit. This resulted in a $5.5M operating loss for the year. Bozeman Health is committed to providing access and patient care to the Big Sky community in spite of the financial operational challenges the facility continues to face.Bozeman Health also continues to operate our Main Street Urgent Care as an outpatient healthcare access point. With a 56% yield on $5M of patient charges and operating costs of $4.2M, the Urgent Care netted a loss of ($1.4M) in 2017. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,097,891 | ExpenseAmt |
| Grant | $81,000 | GrantAmt |
| Revenue | $50,156,553 | 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 18,399 inpatient days, 187,297 outpatient hospital visits, 243,039 outpatient clinic visits, 34,670 emergency room visits and performed 8,985 surgeries. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $75,446,060 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 524 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Brian Brown - 1st Vice Chair | ||||||||||
| (Jan-June)/Chair (July-Dec) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Julie Jackson | ||||||||||
| Chair (Jan-June) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Katie Daughenbaugh - 2nd Vice | ||||||||||
| Chair (Jan-Jun)/1st V.C. (July-Dec) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Dr Dane Sobek - Cardiologist | ||||||||||
| Sec. (Jan-June)/2nd V.C. (July-Dec) | 50.00 | 1.00 | Yes (X) | Yes (X) | $629,591 | $0 | $66,871 | |||
| Robert Watson - Director | ||||||||||
| (Jan-June)/Secretary (July-Dec) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Dennis Munson | ||||||||||
| Treasurer | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Kerri Brown | ||||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Buerhaus | ||||||||||
| Director (July-Dec) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jerry Cashman | ||||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Dave McConnell | ||||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kerry Petitt | ||||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Walt Sales | ||||||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Hill | ||||||||||
| President/CEO | 35.00 | 15.00 | Yes (X) | $573,117 | $0 | $40,442 | ||||
| Gordon Davidson | ||||||||||
| CFO | 15.00 | 35.00 | Yes (X) | $418,121 | $0 | $66,485 | ||||
| Elizabeth Lewis | ||||||||||
| COO | 50.00 | 0.00 | $349,915 | $0 | $62,118 | Yes (X) | ||||
| Annie Castillo MD | ||||||||||
| Oncology | 50.00 | 0.00 | $548,559 | $0 | $16,200 | Yes (X) | ||||
| Blair Erb MD | ||||||||||
| Cardiology | 50.00 | 0.00 | $578,542 | $0 | $46,061 | Yes (X) | ||||
| Andrew Gentry MD | ||||||||||
| Gastroenterologist | 50.00 | 0.00 | $534,267 | $0 | $38,973 | Yes (X) | ||||
| Hugh Hetherington MD | ||||||||||
| Otolaryngology/Plastic Sur | 50.00 | 0.00 | $539,413 | $0 | $68,682 | Yes (X) | ||||
| Ken May MD | ||||||||||
| Oncology | 50.00 | 0.00 | $526,712 | $0 | $49,192 | Yes (X) | ||||
| John Robbins MD | ||||||||||
| Former Officer | 50.00 | 0.00 | $127,805 | $0 | $64,229 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,826,042 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $519,253 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | 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 | $6,060,381 |
| Drinker Biddle & Reath LLP | |||||
| One Logan Square Ste 2000 | Philadelphia | PA | 191036996 | Legal Services | $2,401,573 |
| Gallatin Valley Anesthesia | |||||
| PO Box 328 | Bozeman | MT | 59771 | Anesthesia Services | $1,517,801 |
| Cumberland Consulting Group | |||||
| 720 Cool Springs Blvd Ste 550 | Franklin | TX | 37067 | Project Management | $842,325 |
| Porter Consulting LLC | |||||
| 486 North V St | Washougal | WA | 98671 | Consulting Services | $455,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $317,090 | RelatedOrganizationsAmt |
| Total Contributions | $317,090 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Hlth System Corp Servi | 900099 | $46,283,654 | $46,283,654 | |
| Hlth System Physician | 622110 | $32,992,123 | $32,992,123 | |
| Patient Service Revenu | 622110 | $7,960,552 | $7,960,552 | |
| Pharmacy Revenue | 446110 | $448,255 | $162,030 | $286,225 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,933,529 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,933,529 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $91,618,113 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,786 | TotalRevenueColumnAmt |
| Exclusion | $37,786 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $126,563 | 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 | $126,563 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,563 | TotalRevenueColumnAmt |
| Exclusion | $126,563 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,281 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$5,281 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,281 | TotalRevenueColumnAmt |
| Exclusion | -$5,281 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,094,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,331,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $286,225 | UnrelatedBusinessRevenueAmt |
| Exclusion | $159,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,000 | TotalAmt |
| Program Services | $81,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,210,966 | TotalAmt |
| Program Services | $697,437 | ProgramServicesAmt |
| Management And General | $1,513,529 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,909,646 | TotalAmt |
| Program Services | $44,296,122 | ProgramServicesAmt |
| Management And General | $4,613,524 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,982,284 | TotalAmt |
| Program Services | $1,854,611 | ProgramServicesAmt |
| Management And General | $127,673 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,669,519 | TotalAmt |
| Program Services | $3,617,982 | ProgramServicesAmt |
| Management And General | $1,051,537 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,512,997 | TotalAmt |
| Program Services | $2,125,559 | ProgramServicesAmt |
| Management And General | $387,438 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,071,874 | TotalAmt |
| Program Services | $97,010 | ProgramServicesAmt |
| Management And General | $2,974,864 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,916 | TotalAmt |
| Program Services | $118,916 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,800 | TotalAmt |
| Management And General | $61,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,669,522 | TotalAmt |
| Program Services | $5,960,893 | ProgramServicesAmt |
| Management And General | $4,708,629 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,274 | TotalAmt |
| Program Services | $907,422 | ProgramServicesAmt |
| Management And General | $84,852 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,211 | TotalAmt |
| Program Services | $253,468 | ProgramServicesAmt |
| Management And General | $69,743 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,146 | TotalAmt |
| Program Services | $901,012 | ProgramServicesAmt |
| Management And General | $342,134 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,156 | TotalAmt |
| Program Services | $59,509 | ProgramServicesAmt |
| Management And General | $88,647 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,771 | TotalAmt |
| Program Services | $39,673 | ProgramServicesAmt |
| Management And General | $59,098 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,315 | TotalAmt |
| Program Services | $1,507,315 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,017,522 | TotalAmt |
| Program Services | $5,017,522 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,429,422 | TotalAmt |
| Program Services | $47,902 | ProgramServicesAmt |
| Management And General | $2,381,520 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Equipment Rent & Mainte | $5,532,167 | $5,359,748 | $172,419 |
| Goodwill Impairment | $1,029,528 | $1,029,528 | |
| Medical Supplies | $972,887 | $971,098 | $1,789 |
| Provision for Bad Debts | $927,420 | $927,420 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,890 | TotalAmt |
| Program Services | $604,441 | ProgramServicesAmt |
| Management And General | $291,449 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,406,233 | TotalAmt |
| Program Services | $75,446,060 | ProgramServicesAmt |
| Management And General | $19,960,173 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,411,732 | BOYAmt |
| EOY | $15,202,322 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,116,201 | BOYAmt |
| EOY | $4,961,259 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,478 | BOYAmt |
| EOY | $165,849 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,339 | BOYAmt |
| EOY | $251,595 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,153,203 | BOYAmt |
| EOY | $991,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,230,182 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,010,633 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,050,592 | BOYAmt |
| EOY | $53,219,549 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,955,714 | BOYAmt |
| EOY | $6,093,851 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,356,233 | BOYAmt |
| EOY | $12,007,327 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,725,021 | BOYAmt |
| EOY | $8,695,493 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,042,844 | BOYAmt |
| EOY | $5,963,272 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,101,357 | BOYAmt |
| EOY | $107,551,674 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,459,364 | BOYAmt |
| EOY | $19,594,578 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,063,092 | BOYAmt |
| EOY | $21,784,590 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,050,000 | BOYAmt |
| EOY | $8,884,748 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,063,310 | BOYAmt |
| EOY | $7,122,424 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,635,766 | BOYAmt |
| EOY | $57,386,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,357,699 | BOYAmt |
| EOY | $49,045,737 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,107,892 | BOYAmt |
| EOY | $1,119,597 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,465,591 | BOYAmt |
| EOY | $50,165,334 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,101,357 | BOYAmt |
| EOY | $107,551,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,311,962 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $11,705 | 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
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 | $56,400 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $5,400 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $61,800 | 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. These are dues for MHA and AHA. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,747,913 | BeginningYearBalanceAmt |
| Contributions | $223,082 | ContributionsAmt |
| Investment Earnings Or Losses | $2,235,283 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $377,878 | OtherExpendituresAmt |
| End Year Balance | $16,828,400 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,928,221 | BeginningYearBalanceAmt |
| Contributions | $122,889 | ContributionsAmt |
| Investment Earnings Or Losses | $843,418 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $146,615 | OtherExpendituresAmt |
| End Year Balance | $14,747,913 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,788,550 | BeginningYearBalanceAmt |
| Contributions | $99,933 | ContributionsAmt |
| Investment Earnings Or Losses | $216,493 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $176,755 | OtherExpendituresAmt |
| End Year Balance | $13,928,221 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,396,438 | BeginningYearBalanceAmt |
| Contributions | $785,403 | ContributionsAmt |
| Investment Earnings Or Losses | $619,492 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,783 | OtherExpendituresAmt |
| End Year Balance | $13,788,550 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,913,019 | BeginningYearBalanceAmt |
| Contributions | $15,645 | ContributionsAmt |
| Investment Earnings Or Losses | $1,686,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $219,026 | OtherExpendituresAmt |
| End Year Balance | $12,396,438 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.73000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14530 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12470 | 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) |
|---|---|---|
| Other Cost Or Other Basis | $8,653,091 | OtherCostOrOtherBasisAmt |
| Book Value | $8,653,091 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,053,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,889,860 | DepreciationAmt |
| Book Value | $25,163,369 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,354,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,120,773 | DepreciationAmt |
| Book Value | $18,233,694 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,169,395 | OtherCostOrOtherBasisAmt |
| Book Value | $1,169,395 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,219,549 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Affiliated Organizations | Desc |
| Book Value | $12,007,327 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $12,007,327 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from affiliates | $4,608,613 |
| Other Assets | $235,061 |
| Interest in net assets of Foundation | $1,119,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,963,272 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposits | $14,788 |
| Capitalized Lease Obligation | $7,107,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,122,424 | 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 Health 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. |
| Part X, Line 2: | The Organization consists of Montana nonprofit organizations and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The Organization is annually required to file a Return of Organization Exempt from Income Tax(Form 990) with the IRS. In addition, the Organization is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The Organization files an Exempt Organization Business Income Tax Return (Form 990T) with the IRS to report its unrelated business taxable income. 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 |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent250 | Yes (X) | Percent250Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $467,109 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,295 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $465,814 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00490 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,953,928 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $842,752 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,111,176 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01180 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,421,037 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $844,047 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,576,990 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01670 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $353,884 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,758 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $345,126 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00370 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $7,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,246,343 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,782,306 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,464,037 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01550 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $215,373 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $215,373 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00230 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,822,600 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,791,064 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,031,536 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02160 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,243,637 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,635,111 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,608,526 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03830 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $927,420 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $2,451,181 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $4,800,847 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,349,666 | 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 | 0.20920 |
| 3 Spanish Peaks Plaza LLC | |||
| Real Estate | 0.69940 | 0.00000 | 0.30060 |
| 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 |
| 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 | 17 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section B, Line 7d | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 17 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.bigskymedicalcenter.org/documents/2018.2020_BSMC_CBSP_FINAL.pdf | 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 | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 250.000000000000 | 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Big Sky Medical Center, LLC | Part V, Section B, Line 5: To solicit feedback from key community stakeholders, we utilized an Online Key Informant Survey and collected responses in March and April of 2017. We asked the Key Informants to rate the degree to which various health issues are a problem in their community. Follow-up questions asked them to describe why they identify problem areas as such, and how theses might be better addressed. In total, we invited 68 Key Informants via email including physicians and advanced practice clinicians, public and community health representatives, health professionals, social service providers, and community leaders to participate. Of the 68 invited, 40 participated. The following is a full list of participating organizations:Alcohol and Drug Services of Gallatin County o AWARE o Big Sky Community Food Bank o Big Sky Fire Department o Big Sky Medical Center o Big Sky School District o Big Sky Youth Empowerment o Bozeman Health Deaconess Hospital o Cancer Support Community Montana o Community Health Partners o Community West Outreach o Gallatin City-County Health Department o Gallatin Early Childhood Community Council o Gallatin Valley Land Trust o Help Center 211 o Hospice of Bozeman Health Frontier Home Health o Human Resource Development Council o NAMI o Thrive o Town of West Yellowstone o West Yellowstone Police Department o West Yellowstone School o West Yellowstone Social Services o Willing Workers Ladies Aid o Youth DynamicsInput was gathered from several individuals whose organizations work with low-income, minority populations, or other medically underserved populations. These populations include: African-Americans, domestic violence victims, elderly, English as a second language, foreign visitors to Yellowstone, those with geographic barriers, Hispanic, homeless, immigrants, LGBTQ, low-income, Medicare/Medicaid recipients, mentally ill, Native Americans, non-English speaking, seasonal workers, undocumented immigrants, uninsured/underinsured, veterans, women and children |
| Big Sky Medical Center, LLC | Part V, Section B, Line 6a: Bozeman Health Deaconess Hospital |
| Big Sky Medical Center, LLC | Part V, Section B, Line 6b: Community Health Partners Gallatin City-County Health Department |
| Big Sky Medical Center, LLC | Part V, Section B, Line 7d: Hospital Website: https://www.bigskymedicalcenter.org/documents/2017_PRC_CHNA_Report_BSMC.pdf |
| Big Sky Medical Center, LLC | Part V, Section B, Line 11: Based on the CHNA and community / stakeholder input, BHDH adopted the following priority areas:1. Behavioral Health (Mental Health + Substance Abuse)2. Access to Health Services 3. Healthy Lifestyles (Nutrition, Physical Activity & Weight + Heart Disease & Stroke)4. Injury & Violence Although the CHNA was conducted and approved in 2017, the resulting implementation strategy will not be approved and implemented until early 2018. Within the above priority areas, BSMC plans to actively work to achieve the following over the next few years:1.1 Develop, refine and implement a system-wide Bozeman Health BehavioralHealth Strategic Plan1.2 Increase community education initiatives1.3 Strengthen community capacity and collaboration1.4 Implement evidence-based suicide prevention strategies targeting youth1.5 Reduce use and exposure of tobacco among youth and adults2.1 Grow the HealthCare Connections mobile outreach program2.2 Increase the number of people reached through community health events2.3 Collaborate with community to provide access to health related resources, expand health literacy efforts, and increase health education opportunities2.4 Explore and address barriers faced by minority and medically underserved populations2.5 Grow the Telehealth program3.1 Expand nutrition and physical activity opportunities and access to educational programs for children, youth, and families3.2 Continue to foster, promote and support community and workplace initiatives3.3 Increase stroke education initiatives targeting adults, youth, and community4.1 Promote personal - protective behaviors, including safe motor vehicle practices4.2 Explore and implement evidence-based fall prevention programs4.3 Work with community organizations and coalitions to shift social norms about the acceptability and experience of violence, including domestic and sexual violenceRationale for Unaddressed Needs: Three of the community-prioritized needs were not selected as BSMC priority areas. In order to best impact health outcomes, BSMC focused on prioritizing health issues for which there are existing internal and/or external resources and feasibility to affect change. Additionally, in recognition of comorbidities, and in a strategic effort to consolidate, many of the community-prioritized needs will be addressed through BSMC priority area strategies, programs, and efforts: Cancer: screenings for certain cancers will remain a key strategy under the area of Access to Health Services Tobacco Use: decreasing tobacco use will be a focus outlined under the area of Behavioral HealthDementias, Including Alzheimer's Disease: BSMC providers are currently engaged in providing care in this area. We will continually assess and be responsive to opportunities to expand partnerships, programming and/or outreach |
| Big Sky Medical Center, LLC | Part V, Section B, Line 13h: Any individual and their dependents who are at 150% 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. 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 they 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 patient is ineligible for federal and state programs. A summary of the financial assistance policy is attached to billing invoices, posted in patient admissions area, and provided to patient on 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: | www.bigskymedicalcenter.org/For-Patients-Visitors/Financial- Services/Financial-Assistance-Program.aspx |
| 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 Cares LLC | ||||
| 106 W Main | Bozeman | MT | 59715 | Outpatient Health Care |
| 5 - Bozeman Health Medical Group LLC | ||||
| 915 Highland Blvd | Bozeman | MT | 59715 | Contracted Physician Services |
| 6 - Bozeman Health Convenience Care LLC | ||||
| 915 Highland Blvd | Bozeman | MT | 59715 | Outpatient Health Care |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Any individual and their dependents who are at 150% 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. 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 they 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 6a: | The organization's community benefit report can be found on its website at http://www.bigskymedicalcenter.org/For-Community.aspx |
| Part I, Line 7: | The cost to charge ratio from Worksheet 2 was used to obtain the costs related to Charity Care, Medicaid, and Other Means-Tested Programs. 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. |
| Part I, Line 7g: | Amount of cost attributable to a physician clinic is $4,246,343. The Urgent Care disregarded entity was reported as a subsidized services, pulling out the financial assistance and Medicaid to report separately as appropriate. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 927,420. |
| Part III, Line 2: | Bad debt is reported at charges as recorded by the organization and included joint ventures. Bad debt is reported based upon actual bad debt expense net of discounts and contractual adjustments, less recoveries. |
| Part III, Line 4: | The footnote to the organization's financial statements that describes bad debt expenses is located in Footnote 1 on page 9 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 $1,562,087. |
| Part III, Line 9b: | Bozeman Health's Financial Assistance Policy explains the patient notification practice that includes 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. After the 120 day Notification Period, an Extraordinary Collection Action will be undertaken only if the patient has received the 30 day written notice described above. Extraordinary Collection Actions are defined as those actions that may be taken in the event of non-payment following the expiration of the notification period. These may include the reporting of adverse information about the individual to consumer credit reporting agencies or credit bureaus, garnishment of an individual's wages, and/or commencement of a legal civil action against an individual. As part of Bozeman Health collection practices, any patient account placed in collections will be pulled back from collections should that patient apply for financial assistance within 240 days of receiving their initial patient statement. |
| 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. The hospital sends representatives to community meetings and conversations related to health and heath care to hear directly from community members - patients, clients, stakeholders, etc. - about their needs. In a related fashion, the hospital also convenes community members - patients, clients, stakeholders, etc. - to solicit feedback about health and health care needs. Finally, the hospital looks at and considers 3rd party projections about health care needs and available local and national trend data when making health care delivery and health improvement decisions. |
| 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: | Bozeman Health primarily serves Gallatin, Park, and Madison Counties. 86.6% of 2017 inpatient admissions were of patients originating from these three counties (Gallatin: 78.6%, Park 4.7%, and Madison 3.4%). The population of the tri-county region was an estimated 129,049 in 2017 (Truven Health Analytics). Bozeman (in Gallatin County) was listed in the 2016 ACS as a Micropolitan area whereas Belgrade (Gallatin County), Four Corners (Gallatin County), and Livingston (Park County) were listed as Urban Clusters in the 2010 Census. As of 2016, 5.9% of the families were below the poverty level in the tri-county region-ranging from 6.0% in Gallatin County to 4.7% in Park County and 7.0% in Madison County (2016 ACS 5yr estimates). Average per capita income was an estimated $30,924 in Gallatin County followed by Madison ($27,346) and Park ($27,346) (2016 ACS 5 Year Estimates). Estimates suggest that about 14.2% of residents in the tri-county area were insured by Medicaid, roughly 13.5% were insured by Medicare, and about 5.82% were uninsured in 2017 (Truven Health Analytics 2017). About 16.8% of Bozeman Health inpatients were insured under Medicaid in 2017.Bozeman Health's tri-county service area houses five hospitals, of which three are critical access hospitals (CAH): Bozeman Health Deaconess Hospital (Bozeman, MT), Bozeman Health Big Sky Medical Center (Big Sky, MT), Livingston HealthCare-CAH (Livingston, MT), Madison Valley Medical Center-CAH (Ennis, MT), and Ruby Valley Hospital-CAH (Sheridan, MT).As listed on the MT DPPHS webpage, low income populations in Gallatin and Park Counties and total geographic populations in Madison County are designated Mental Health Care Health Professional Shortage Areas (HPSAs). Additionally, low income populations in Park and Madison Counties are designated Primary Care HPSAs (note Gallatin County is under review). (https://dphhs.mt.gov/publichealth/primarycare/-shortage-area-designations). |
| Part VI, Line 5: | As a sole community hospital, Bozeman Health Big Sky Medical Center (BSMC) is committed to providing quality care and promoting health to the very community that supports us. BSMC governing body is represented by individuals of our community, with all but one being independent to our organization. To ensure immediate access to care, BSMC has an open medical staff and requires each medical staff member to care for anyone presenting a need for care in the Emergency Department. We also devote a significant amount of surplus funds to maintaining a high level of patient care through quality initiatives and technology investments.Various employees, physicians, administrators, and board members of the Hospital are actively involved in volunteer roles including community board positions in numerous other activities, groups, and organizations that actively promote the health of the community.In 2017, Bozeman Health hired a FTE dedicated to community involvement. The System Program Manager for Community Health Improvement and Partnerships works to align Bozeman Health Deaconess Hospital health improvement initiatives with the needs and desires of the communities served by BHDH. This includes, among other things, representing BHDH at community meetings, and planning and implementing programs with community partners to address needs highlighted in the CHNA. |
| Part VI, Line 6: | Bozeman Deaconess Health Services owned a majority interest in Deaconess Intercity Imaging, LLC and Rocky Mountain Surgery Center in 2017. 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Greater Gallatin United Way | |||||||
| 945 Technology Blvd 101F | Bozeman | MT | 59718 | 810384820 | 501(c)(3) | $50,000 | Support human service needs within our service area |
| Cancer Support Community | |||||||
| 102 S 11th Ave | Bozeman | MT | 59715 | 810542266 | 501(c)(3) | $6,900 | Support cancer support services within our service area |
| Haven | |||||||
| PO Box 752 | Bozeman | MT | 59771 | 810389914 | 501(c)(3) | $5,000 | Support domestic violence programs within our service area |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Dane Sobek - Cardiologist | ||||||||||||||
| Sec. (Jan-June)/2nd V.C. (July-Dec) | $573,370 | $0 | $55,300 | $0 | $921 | $0 | $44,676 | $0 | $23,170 | $0 | $697,437 | $0 | $0 | $0 |
| John Hill | ||||||||||||||
| President/CEO | $510,667 | $0 | $52,083 | $0 | $10,367 | $0 | $17,993 | $0 | $23,829 | $0 | $614,939 | $0 | $0 | $0 |
| Gordon Davidson | ||||||||||||||
| CFO | $317,472 | $0 | $59,071 | $0 | $41,578 | $0 | $51,190 | $0 | $16,270 | $0 | $485,581 | $0 | $0 | $0 |
| Elizabeth Lewis | ||||||||||||||
| COO | $270,293 | $0 | $53,602 | $0 | $26,020 | $0 | $47,023 | $0 | $16,070 | $0 | $413,008 | $0 | $0 | $0 |
| Annie Castillo MD | ||||||||||||||
| Oncology | $490,006 | $0 | $56,394 | $0 | $2,159 | $0 | $16,200 | $0 | $975 | $0 | $565,734 | $0 | $0 | $0 |
| Blair Erb MD | ||||||||||||||
| Cardiology | $513,487 | $0 | $61,445 | $0 | $3,610 | $0 | $34,270 | $0 | $12,766 | $0 | $625,578 | $0 | $0 | $0 |
| Andrew Gentry MD | ||||||||||||||
| Gastroenterologist | $468,010 | $0 | $65,523 | $0 | $734 | $0 | $16,200 | $0 | $23,748 | $0 | $574,215 | $0 | $0 | $0 |
| Hugh Hetherington MD | ||||||||||||||
| Otolaryngology/Plastic Sur | $483,490 | $0 | $53,123 | $0 | $2,800 | $0 | $41,002 | $0 | $28,656 | $0 | $609,071 | $0 | $0 | $0 |
| Ken May MD | ||||||||||||||
| Oncology | $469,066 | $0 | $57,144 | $0 | $502 | $0 | $34,608 | $0 | $15,558 | $0 | $576,878 | $0 | $0 | $0 |
| John Robbins MD | ||||||||||||||
| Former Officer | $98,187 | $0 | $29,039 | $0 | $579 | $0 | $47,737 | $0 | $17,021 | $0 | $192,563 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Per contract, the CEO was reimbursed $2,500 per month for housing for up to six months from hire. In 2017 he was reimbursed a total of $2,500. This benefit is reported as taxable compensation. The housing allowance was agreed upon as part of the compensation determination and employment agreement of the CEO, and therefore the organization does not require the CEO to submit a receipt for this allowance. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Montana Facility Finance Authority | ||||||||
| A | 364615155 | 61240MBM8 | 2014-11-05 | $23,005,852 | Refinance 2004 bond issued 3/4/2004 & fund add'n of Big Sky Medical Facility | 0 | 0 | 0 |
| Montana Facility Finance Authority | ||||||||
| B | 364615155 | 2015-01-09 | $6,300,000 | Portion for Big Sky Medical Facility | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $863,797 | $23,008,884 | $3,032 | $377,976 | $17,500,000 | $5,127,876 | 2015 | Yes (1) | 0 | 0 | Yes (1) |
| B | $129,918 | $6,300,000 | $15,123 | $6,284,877 | 2016 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I, Line A(e): | FormAndLineReferenceDesc |
| Explanation | Part I issue price and Part II Line 3 bond proceeds differ due to interest earned on the proceeds. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | Bozeman Health Convenience Care, LLC was formed in 2017, although clinic operations in serving patients did not open until Jan 2018. |
| 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 Form 990 in detail, as well as the CFO. The full Board will be provided a copy of the Form 990 before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | 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 disclosures 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 issues, 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 Executive Compensation Committee receives a formal presentation by an independent compensation consultant (as selected by the Board) qualified to perform compensation reviews including usage of comparability data. This person presents recommendations to the Compensation Committee of the Board. The Compensation Committee makes recommendations to the full Board on an annual basis for Officers and Senior Administration. This annual process was performed in fall 2016 to determine 2017 compensation. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy, and all tax related information required to be available for public inspection are available via walk-in, telephone call, e-mail, and/or mail-in 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 IX, line 11g | Other Fees: Program service expenses 5,960,893. Management and general expenses 4,708,629. Fundraising expenses 0. Total expenses 10,669,522. |
| Form 990, Part XI, line 9: | Change in Temp & Perm Restricted Investment of Foundation 11,705. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 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 | $5,442,240 | $30,855,020 | Bozeman Deaconess Health Services |
| Bozeman Health Urgent Cares LLC | |||||||||
| 915 Highland Blvd | Bozeman | MT | 59715 | 465318746 | Healthcare - Physician Outpatient Care | MT | $2,784,499 | $1,546,985 | Bozeman Deaconess Health Services |
| Bozeman Health Medical Group LLC | |||||||||
| 915 Highland Blvd | Bozeman | MT | 59715 | 475126599 | Physician Employment & Contract to Bozeman Health System | MT | $35,113,771 | $2,056,409 | Bozeman Deaconess Health Services |
| Bozeman Health Convenience Care LLC | |||||||||
| 915 Highland Blvd | Bozeman | MT | 59715 | 822848277 | Healthcare-Ambulatory Clinic Outpatient Care | MT | $0 | $1,201,773 | 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 | $1,499,894 | $2,893,939 | 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 | $3,200,976 | $4,280,518 | 0 | 0 | 0.51010 |
| Spanish Peaks Plaza LLC | |||||||||||||
| 120 N 19th Ave Suite A | Bozeman | MT | 59718 | 810539803 | Rental Real Estate for VA Med Clinic & Chiro | MT | Bozeman Deaconess Health Services | Related | $17,947 | $283,372 | 0 | Yes (1) | 0.69940 |
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 | -$314,345 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $8,661,887 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Deaconess Intercity Imaging LLC | ||
| M | $54,877 | General ledger and corp. records |
| Deaconess Intercity Imaging LLC | ||
| S | $1,671,985 | General ledger and corp. records |
| Bozeman Deaconess Foundation | ||
| C | $317,090 | General ledger and corp. records |
| Bozeman Deaconess Foundation | ||
| Q | $68,453 | General ledger and corp. records |
| Rocky Mountain Surgical Center LLC | ||
| S | $3,073,578 | General ledger and corp. records |
| Bozeman Health Deaconess Hospital | ||
| L | $79,258,196 | General ledger and corp. records |