Nonprofit · EIN 47-4717998
BOZEMAN HEALTH DEACONESS HOSPITAL
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $534,747,485 | $490,531,793 | $44,215,692 | $664,025,168 | $228,171,188 | $435,853,980 |
| December 31, 2023 | 990 | $446,403,096 | $450,686,991 | -$4,283,895 | $571,127,909 | $224,094,392 | $347,033,517 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,511,010
- Program service revenue
- $526,942,436
- Investment income
- $5,600,873
- Net rental income
- $693,166
- Net gain from sales of assets
- $2,893,348
- Other revenue
- $693,166
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $115,083,009
- Salaries, compensation and benefits (total)
- $144,290,207
- Professional fundraising fees
- $0
- Occupancy
- $3,956,926
- Travel
- $204,044
- Depreciation
- $16,296,610
- Program services (functional)
- $421,816,527
- Management and general (functional)
- $68,715,266
Balance sheet and other
- Total assets, start of year
- $571,127,909
- Total assets, end of year
- $664,025,168
- Total liabilities, end of year
- $228,171,188
- Net assets, end of year
- $435,853,980
- Land, buildings and equipment
- $217,961,750
- Publicly traded securities
- $111,259,491
- Net assets without donor restrictions
- $417,755,644
- Net assets with donor restrictions
- $18,098,336
- Gross unrelated business income
- $3,752,745
- Gross receipts
- $535,367,169
- Employees
- 2,469
- Volunteers
- 160
- Year formed
- 2015
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kathryn Bertany | Director & CEO Trustee or director, Officer | 30 | $0 | $628,654 | $169,460 |
| Christopher Spoja | Chief Medical Officer Key employee | 30 | $0 | $491,504 | $86,916 |
| Brad Ludford | CFO Officer | 30 | $0 | $422,456 | $123,596 |
| John Hill | Former Officer Former | 0 | $0 | $463,785 | $0 |
| Kiera Pattison | Chief Nursing Officer Key employee | 30 | $0 | $306,939 | $80,702 |
| Steve Klein | Chief Legal Officer Key employee | 30 | $0 | $297,201 | $88,089 |
| Kallie Kujawa | Chief Operating Officer Key employee | 30 | $0 | $287,869 | $87,706 |
| Alan Brayton | System Manager of Pharmacy Highest-paid employee | 50 | $198,118 | $0 | $54,987 |
| Haily Cramer | Nurse Highest-paid employee | 50 | $219,513 | $0 | $25,484 |
| Jennifer Schultz | System Director of Pharm. Highest-paid employee | 50 | $191,374 | $0 | $53,465 |
| Eddie Gomez - System | Director Environment of Care Highest-paid employee | 50 | $183,926 | $0 | $41,033 |
| Amanda Wolosyzn | System Manager of Pharmacy Highest-paid employee | 50 | $178,369 | $0 | $23,402 |
| Tamara Havenhill-Jacobs | Former Key Employee Former | 0 | $0 | $177,401 | $0 |
| John How | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jim Berend | Vice Chair (Until June) Trustee or director, Officer | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Becky Franks | Vice Chair (As of July) Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| John Hill | Former CEO Former | 0 | $0 | $822,059 | $0 |
| Brad Ludford | CFO Officer | 30 | $0 | $399,699 | $118,580 |
| Steve Klein | Chief Legal Officer Key employee | 30 | $0 | $314,835 | $78,598 |
| Kiera Pattison | Chief Nursing Officer Key employee | 30 | $0 | $336,053 | $55,333 |
| Darci Bentson | Former CAO Former | 0 | $0 | $388,832 | $0 |
| Kallie Kujawa | Chief Operating Officer Key employee | 30 | $0 | $282,796 | $77,020 |
| Denise Juneau | Chief Government & Community Affairs Officer Key employee | 30 | $0 | $284,214 | $58,797 |
| Tamara Havenhill-Jacobs | Chief Information Officer (Jan-May) Key employee | 30 | $0 | $315,429 | $13,577 |
| Edie Willey | Former Chief People Officer Former | 0 | $0 | $300,358 | $0 |
| Jennifer Schultz | System Director of Pharm. Services Highest-paid employee | 50 | $188,015 | $0 | $48,205 |
| Haily Cramer | Nurse Highest-paid employee | 50 | $207,622 | $0 | $21,715 |
| Alan Brayton | System Manager of Pharmacy Highest-paid employee | 50 | $180,955 | $0 | $46,051 |
| Chris Pruitt | Nurse Highest-paid employee | 50 | $196,160 | $0 | $23,141 |
| Amanda Wolosyzn | System Manager of Pharmacy Highest-paid employee | 50 | $176,429 | $0 | $20,839 |
| Mark Williams | Former Chief Physician Officer Former | 0 | $0 | $128,219 | $0 |
| John How | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kerri Brown | Vice Chair (Jan-Jun) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jim Berend | Vice Chair (as of Jul) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kathryn Bertany | Director & CEO Trustee or director, Officer | 30 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 915 HIGHLAND BLVD, BOZEMAN, MT 59715-6902
- In care of
- % LIZ LEWIS
- Principal officer (990 for 2024)
- Kathryn Bertany, 915 Highland Blvd, Bozeman, MT 59715
- Signed the 990
- Brad Ludford, CFO
- Phone
- (406) 414-5000
- Website
- www.bozemanhealth.org
- Return prepared by
- Eide Bailly LLP
Mission
To improve community health and quality of life.
Program accomplishments
- The Bozeman Health Deaconess Hospital clinics consists of our departments that provide physician services to outpatients. We served 205,179 appointments in 2024 throughout our ambulatory clinic setting, just over 562/day. About 55% of our service revenue in these clinics is from the Medicare and Medicaid population. Total net operating revenues were $137,429,294 with associated operating expenses of $153,804,952 plus another $29,008,588 of indirect overhead. The loss of $16,375,658 is reflective of our commitment to provide access to all patients regardless of their ability to pay.Expenses $153,804,952 · revenue $137,429,294
- Bozeman Health Deaconess Hospital's Surgical Services strives to offer a wide array of surgical options using state of the art technology. In 2024, we performed 7,157 inpatient and outpatient surgeries. Making up 52% ($131,232,514) of total revenue from these services ($250,819,964), were Medicare and Medicaid patients. Nearly 50.9% of total revenues was written off ($127,782,707). Our surgical services also recorded $39,609,914 in operating expenses plus another $1,442,342 of indirect overhead.Expenses $41,052,256 · revenue $250,819,964
- The Emergency Room at Bozeman Health Deaconess Hospital is one of the busiest departments in our organization, with just over 34,461 visits in 2024. Making up 44% ($32,258,776) of total revenue from these services ($73,990,442), were Medicare and Medicaid patients. 56.6% of total revenues was written off ($41,872,273). Direct and indirect expenses incurred in supporting the operation of this emergency room accumulated to $18,841,874.Expenses $18,841,874 · revenue $73,990,442
- Bozeman Health Deaconess Hospital operates a 125 bed hospital facility (Hospital), along with a 45 unit assisted living home and a 113 unit independent living home (Hillcrest Senior Living or HSL). All patient and resident service revenue from these operations are used to provide health care services, health care promotion, and health care education to Bozeman and the surrounding communities.Expenses $208,117,445 · revenue $60,949,991
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4717998
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E20)
- Assets (IRS master file)
- $664,025,168
- Income (IRS master file)
- $535,367,169
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $534,747,485 | $490,531,793 | $664,025,168 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $446,403,096 | $450,686,991 | $571,127,909 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $402,155,047 | $437,301,024 | $553,038,616 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4717998).
Questions about BOZEMAN HEALTH DEACONESS HOSPITAL
- What is the EIN of BOZEMAN HEALTH DEACONESS HOSPITAL?
- The employer identification number (EIN) of BOZEMAN HEALTH DEACONESS HOSPITAL is 47-4717998.
- Is BOZEMAN HEALTH DEACONESS HOSPITAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to BOZEMAN HEALTH DEACONESS HOSPITAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOZEMAN HEALTH DEACONESS HOSPITAL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BOZEMAN HEALTH DEACONESS HOSPITAL due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOZEMAN HEALTH DEACONESS HOSPITAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BOZEMAN HEALTH DEACONESS HOSPITAL?
- The 990 for the year ended December 31, 2024 names Kathryn Bertany.
- Who are the officers and directors of BOZEMAN HEALTH DEACONESS HOSPITAL?
- The 990 for the year ended December 31, 2024 lists 16 people; 5 received compensation from the organization.
- How much revenue does BOZEMAN HEALTH DEACONESS HOSPITAL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $534,747,485, expenses of $490,531,793 and total assets of $664,025,168 at year end.
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