Nonprofit · EIN 81-0232121
BOZEMAN DEACONESS HEALTH SERVICES
Also known as BOZEMAN HEALTH
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $193,188,843 | $190,049,163 | $3,139,680 | $209,808,822 | $158,114,917 | $51,693,905 |
| December 31, 2023 | 990 | $179,160,277 | $179,362,860 | -$202,583 | $167,581,983 | $118,866,125 | $48,715,858 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $802,432
- Program service revenue
- $188,734,528
- Investment income
- $2,952,017
- Net rental income
- $699,866
- Net gain from sales of assets
- -$182,683
- Other revenue
- $699,866
Expenses
- Grants and similar amounts paid
- $518,715
- Compensation of officers, directors and key employees
- $4,607,969
- Other salaries and wages
- $105,707,994
- Salaries, compensation and benefits (total)
- $133,532,364
- Professional fundraising fees
- $0
- Legal fees
- $278,186
- Accounting fees
- $245,821
- Occupancy
- $2,090,732
- Travel
- $479,566
- Depreciation
- $10,218,182
- Program services (functional)
- $105,245,034
- Management and general (functional)
- $84,804,129
Balance sheet and other
- Total assets, start of year
- $167,581,983
- Total assets, end of year
- $209,808,822
- Total liabilities, end of year
- $158,114,917
- Net assets, end of year
- $51,693,905
- Land, buildings and equipment
- $72,308,022
- Publicly traded securities
- $9,291,270
- Net assets without donor restrictions
- $50,674,026
- Net assets with donor restrictions
- $1,019,879
- Gross unrelated business income
- $1,432,682
- Gross receipts
- $193,371,526
- Employees
- 1,014
- Volunteers
- 160
- Year formed
- 1911
- 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 | Other / benefits |
|---|---|---|---|---|
| Andrew Herman MD | Gastroenterologist Highest-paid employee | 50 | $788,497 | $29,861 |
| Mark Hancock MD | Hematology and Oncology Highest-paid employee | 50 | $745,578 | $62,468 |
| Jason Skenazy MD | Urologist Highest-paid employee | 50 | $738,927 | $67,332 |
| Nathaniel Madsen MD | Cardiology Highest-paid employee | 50 | $737,253 | $61,449 |
| Kathryn Bertany | CEO Officer | 20 | $628,654 | $169,460 |
| Andrew Gentry MD | Gastroenterologist Highest-paid employee | 50 | $724,698 | $63,302 |
| Dane Sobek | Cardiologist/Director (until June) Trustee or director | 50 | $731,356 | $54,414 |
| Christopher Spoja | Chief Medical Officer Key employee | 20 | $491,504 | $86,916 |
| Brad Ludford | CFO Officer | 20 | $422,456 | $123,596 |
| John Hill | Former Officer Former | 0 | $463,785 | $0 |
| David Crites | Director (as of July) Trustee or director | 50 | $359,027 | $56,737 |
| Kiera Pattison | Chief Nursing Officer Key employee | 20 | $306,939 | $80,702 |
| Steve Klein | Chief Legal Officer Key employee | 20 | $297,201 | $88,089 |
| Kallie Kujawa | Chief Operating Officer Key employee | 20 | $287,869 | $87,706 |
| Meghan Johnston | Internist/Director Trustee or director | 50 | $258,392 | $59,327 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tamara Havenhill-Jacobs | Former Key Employee Former | 0 | $177,401 |
| John How | Chair Trustee or director, Officer | 1 | $0 |
| Jim Berend - Vice ChairJan | -Jun)/2nd Vice Chair (as of July) Trustee or director, Officer | 1 | $0 |
| Becky Franks - 2nd Vice | Chair (Jan-Jun)/Vice Chair (as of July) Trustee or director, Officer | 1 | $0 |
| Jon Knockey | Treasurer Trustee or director, Officer | 1 | $0 |
| Elizabeth Carver | Secretary Trustee or director, Officer | 1 | $0 |
| Amy Croover | Director (as of July) Trustee or director | 1 | $0 |
| Francisco Ferreyra-Munoz | Director (as of July) Trustee or director | 1 | $0 |
| Vicki Groeneweg | Director Trustee or director | 1 | $0 |
| Bruce Harmony | Director (until June) Trustee or director | 1 | $0 |
| Sara Lattimore | Director (as of July) Trustee or director | 1 | $0 |
| Cory Pulfrey | Director Trustee or director | 1 | $0 |
| Melinda Roberts | Director (until June) Trustee or director | 1 | $0 |
| Walt Sales | Director (until June) Trustee or director | 1 | $0 |
| Alyce Schultz | Director Trustee or director | 1 | $0 |
| Kim Scurry | Director (as of July) Trustee or director | 1 | $0 |
| Dan Taft | Director (as of July) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| John Hill | Former CEO Former | 0 | $822,059 | $0 |
| Mark Hancock | Internal Medicine Highest-paid employee | 50 | $727,307 | $55,683 |
| Kathryn Bertany | CEO Officer | 20 | $636,011 | $134,381 |
| Kleanthis Dendrinos | Gastroenterologist Highest-paid employee | 50 | $718,785 | $44,773 |
| Dane Sobek | Director/Cardiologist Trustee or director | 50 | $691,179 | $51,297 |
| Nathaniel Madsen | Cardiology Highest-paid employee | 50 | $682,074 | $55,605 |
| Andrew Gentry | Gastroenterologist Highest-paid employee | 50 | $671,712 | $57,369 |
| Justin Thomas | Hematologist Highest-paid employee | 50 | $648,547 | $59,524 |
| Brad Ludford | CFO Officer | 20 | $399,699 | $118,580 |
| Steve Klein | Chief Legal Officer Key employee | 20 | $314,835 | $78,598 |
| Kiera Pattison | Chief Nursing Officer Key employee | 20 | $336,053 | $55,333 |
| Darci Bentson | Former CAO Former | 0 | $388,832 | $0 |
| Kallie Kujawa | Chief Operating Officer Key employee | 20 | $282,796 | $77,020 |
| Denise Juneau | Chief Government & Community Affairs Officer Key employee | 20 | $284,214 | $58,797 |
| Tamara Havenhill-Jacobs | Chief Information Officer (thru May) Key employee | 20 | $315,429 | $13,577 |
| Edie Willey | Former Chief People Officer Former | 0 | $300,358 | $0 |
| Meghan Johnston | Director (as of July)/Internist Trustee or director | 50 | $246,623 | $44,020 |
| Mark Williams | Former Chief Physician Officer Former | 0 | $128,219 | $0 |
| John How | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Kerri Brown | Vice Chair (Jan-Jun) Trustee or director, Officer | 1 | $0 | $0 |
| Jim Berend - Treasurer | (Jan-Jun)/Vice Chair (as of July) Trustee or director, Officer | 1 | $0 | $0 |
| Becky Franks - Director | (Jan-Jun)/2nd Vice Chair (as of July) Trustee or director, Officer | 1 | $0 | $0 |
| Jon Knokey - Director | (Jan-Jun)/Treasurer (as of July) Trustee or director, Officer | 1 | $0 | $0 |
| Elizabeth Carver | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Vicki Groenweg | Director (as of July) Trustee or director | 1 | $0 | $0 |
| Bruce Hamory | Director Trustee or director | 1 | $0 | $0 |
| Cory Pulfrey | Director (as of July) Trustee or director | 1 | $0 | $0 |
| Melinda Roberts | Director (as of July) Trustee or director | 1 | $0 | $0 |
| Walt Sales | Director Trustee or director | 1 | $0 | $0 |
| Alyce Schultz | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 915 HIGHLAND BLVD, BOZEMAN, MT 59715-6902
- Principal officer (990 for 2024)
- Kathryn Bertany, 915 Highland Boulevard, 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
- Bozeman Health Medical Group employs physicians under the Bozeman Health system umbrella. This group of providers compassionately serves the patients of Bozeman Health Deaconess Hospital, Big Sky Medical Center, Bozeman Health Urgent Care, and Bozeman Health Convenience Care, LLC.Expenses $75,173,235 · revenue $69,979,298
- In efforts to reach our community and surrounding area in multiple facets of healthcare, the Bozeman Health system operates additional healthcare facilities which allows more access and levels of care.Big Sky Medical Center had 92 admissions and saw 4,217 patients in the Emergency Room and 7,075 patients in the clinic in 2024. The net revenue yield on these operations was only 55.9%, or $1,540 per adjusted patient day. With challenging core staffing and related costs, the operating expense (excluding interest, taxes and depreciation) was $2,270 per adjusted patient day. This resulted in a $1.2 million operating loss for the year. (Continued on Schedule O)Bozeman Health is committed to providing access and patient care to the Big Sky community in spite of the financial operational challenges the facility continues to face.Bozeman Health also continues to operate our Main Street Urgent Care as an outpatient healthcare access point. With a 60.1% yield on $7.3M of patient charges and operating costs of $8.7M, the Urgent Care netted a loss of $1.4M in 2024.Expenses $17,290,334 · revenue $28,710,909
- Bozeman Health serves as the parent company of the Bozeman Health system. As the corporate parent, management, general and administrative services are centralized here and provided to the operating units caring for our patients. These administrative and support services aim to optimize executive, organizational and financial responsibilities to allow the health system to continue to grow and serve the population. In this past year, Bozeman Health had 27,800 inpatient days, 247,714 outpatient hospital visits, 295,807 outpatient clinic visits, 38,003 emergency room visits and performed 7,157 surgeries.Expenses $12,781,465 · grants $518,715 · revenue $88,611,639
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
- 81-0232121
- 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
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $209,808,822
- Income (IRS master file)
- $193,371,526
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $193,188,843 | $190,049,163 | $209,808,822 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $179,160,277 | $179,362,860 | $167,581,983 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $163,884,781 | $162,874,704 | $150,278,571 | 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 81-0232121).
Questions about BOZEMAN DEACONESS HEALTH SERVICES
- What is the EIN of BOZEMAN DEACONESS HEALTH SERVICES?
- The employer identification number (EIN) of BOZEMAN DEACONESS HEALTH SERVICES is 81-0232121.
- Is BOZEMAN DEACONESS HEALTH SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Are donations to BOZEMAN DEACONESS HEALTH SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOZEMAN DEACONESS HEALTH SERVICES 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 DEACONESS HEALTH SERVICES 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 DEACONESS HEALTH SERVICES 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 DEACONESS HEALTH SERVICES?
- The 990 for the year ended December 31, 2024 names Kathryn Bertany.
- Who are the officers and directors of BOZEMAN DEACONESS HEALTH SERVICES?
- The 990 for the year ended December 31, 2024 lists 32 people; 16 received compensation from the organization, the highest $788,497 (Andrew Herman MD, Gastroenterologist).
- How much revenue does BOZEMAN DEACONESS HEALTH SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $193,188,843, expenses of $190,049,163 and total assets of $209,808,822 at year end.
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