Nonprofit · EIN 84-1407943
BOZEMAN DEACONESS FOUNDATION
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,493,370 | $3,704,931 | $788,439 | $45,113,935 | $906,922 | $44,207,013 |
| December 31, 2023 | 990 | $5,465,024 | $5,005,079 | $459,945 | $40,417,522 | $1,112,698 | $39,304,824 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,955,616
- of which government grants
- $58,845
- Program service revenue
- $0
- Investment income
- $1,567,330
- Net gain from sales of assets
- $584,837
- Net income from fundraising events
- -$29,576
- Other revenue
- -$29,576
Expenses
- Grants and similar amounts paid
- $2,329,418
- Compensation of officers, directors and key employees
- $374,900
- Other salaries and wages
- $321,690
- Salaries, compensation and benefits (total)
- $838,124
- Professional fundraising fees
- $50,000
- Accounting fees
- $22,680
- Occupancy
- $85,818
- Travel
- $3,523
- Depreciation
- $1,625
- Program services (functional)
- $2,329,418
- Management and general (functional)
- $368,418
- Fundraising (functional)
- $1,007,095
Balance sheet and other
- Total assets, start of year
- $40,417,522
- Total assets, end of year
- $45,113,935
- Total liabilities, end of year
- $906,922
- Net assets, end of year
- $44,207,013
- Land, buildings and equipment
- $22,008
- Publicly traded securities
- $34,429,857
- Net assets without donor restrictions
- $23,281,564
- Net assets with donor restrictions
- $20,925,449
- Gross receipts
- $11,726,092
- Employees
- 7
- Volunteers
- 95
- Year formed
- 1998
- 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 |
|---|---|---|---|---|---|
| Andrew Sullivan MD | Chair Trustee or director, Officer | 1 | $0 | $536,441 | $57,812 |
| Robin Hape MD | Director (as of July) Trustee or director | 1 | $0 | $451,237 | $42,839 |
| Beth Warner - Foundation | President (until Nov) Officer | 50 | $321,051 | $0 | $14,951 |
| Anne Thomas MD | Director (until Nov) Trustee or director | 1 | $0 | $267,395 | $26,537 |
| Deb Gill | Interim Director as of 12/2/24 Officer | 50 | $37,500 | $0 | $0 |
| Dan Taft-Director Jan-Jun | Vice Chair (as of July) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Rich Deming - First | Vice Chair (until June) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jay Jutzy MD - Second | Vice Chair (until June) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Eric Flynn | Treasurer (until Nov) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Tim Warner JR - Director | (Jan-Nov) Treasurer (as of Dec) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ashley Burleson | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Heather Bellamy | Director (until June) Trustee or director | 1 | $0 | $0 | $0 |
| Jim Berend | Director (until June) Trustee or director | 1 | $0 | $0 | $0 |
| Kris Deason | Director Trustee or director | 1 | $0 | $0 | $0 |
| Craig Johnson | Director (as of July) Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joye Kohl | Director (as of July) Trustee or director | 1 | $0 |
| Celia O'Connor | Director (until June) Trustee or director | 1 | $0 |
| Cory Pullfrey | Director (as of July) Trustee or director | 1 | $0 |
| Chelsea Williams | Director (as of July) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Andrew Sullivan MD - Dir Jan | -Jun)/Chair (as of July) Trustee or director, Officer | 1 | $0 | $533,614 | $52,983 |
| Beth Warner | Foundation President Officer | 50 | $316,762 | $0 | $15,010 |
| Anne Thomas MD | Director Trustee or director | 1 | $0 | $241,924 | $24,138 |
| Mark Williams MD | Director (Jan-Jun) Trustee or director | 1 | $0 | $128,219 | $0 |
| Kris Deason - Chair Jan-Jun | Director (as of July) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Rich Deming | First Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jay Jutzy MD | Second Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ashley Burleson | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Eric Flynn | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Heather Bellamy | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jim Ness | Director (to Dec) Trustee or director | 1 | $0 | $0 | $0 |
| Celia O'Connor | Director Trustee or director | 1 | $0 | $0 | $0 |
| Tim Warner Jr | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jim Berend | Director (as of July) Trustee or director | 1 | $0 | $0 | $0 |
| Dan Taft | Director (as of July) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 915 HIGHLAND BLVD, BOZEMAN, MT 59715-6902
- Principal officer (990 for 2024)
- Deb Gill, 875 South Cottonwood Rd 3200, Bozeman, MT 59718
- Signed the 990
- Brad Ludford, CFO
- Phone
- (406) 414-1085
- Return prepared by
- Eide Bailly LLP
Mission
To support Bozeman Health Services by promoting community participation in and financial support of activities to improve community health and quality of life.
Program accomplishments
- Facility Expansions and Equipment Purchase Support:- Tele companion service line initial project launch expense. $395,200 - Support for special cameras and carts for in-room patient monitoring and TV. $125,550- Respiratory therapy mechanical ventilation. $128,687 - BSMC Radiology portable x-ray machine. Capital project Hana Table for OR. $83,221- Big Sky Core Lab. $80,000- Trauma services Stryker Trauma gurneys. $34,782- Replacement of postpartum double beds to hospital-grade beds. $74,245- 150 chairs for entrance one use. $25,612Expenses $1,300,204 · grants $1,300,204
- Support for Patient Care Programs:- Otto Bremmer Grant for Occupational Therapist. $41,344- Travel expense for pediatric ortho providers. Well beyond care use transportation, medication, and DME. $11,990 - Support the travel costs of our pediatric orthopedic surgeon. $9,586- Nursing department salary $211,538Expenses $268,632 · grants $268,632
- Support for Research and Innovation Projects: - Pediatric urology surgical program. $129,232- Pediatric learning solution nursing care for the NICU. $57,800- ASCO rural cancer research support. $44,132- DPHHS HTN reimbursement. $27,000- Orientation redesign for the NICU pediatric skills. $9,390 - Sheehy Pediatric Program Coordinator. $25,505Expenses $481,990 · grants $481,990
- Provided support for community outreach programming: - No Kids Hungry, a Campaign for the community benefit. $11,200- Care cottage for Cancer patients. $46,030- Palliative Care program, which sees seriously and terminally ill patients. $211,990Expenses $278,592 · grants $278,592
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
- 84-1407943
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $45,113,935
- Income (IRS master file)
- $11,726,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,493,370 | $3,704,931 | $45,113,935 | XML |
| 990 | December 2023 | $5,465,024 | $5,005,079 | $40,417,522 | XML |
| 990 | December 2022 | $2,645,645 | $4,870,075 | $38,276,789 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 84-1407943).
Questions about BOZEMAN DEACONESS FOUNDATION
- What is the EIN of BOZEMAN DEACONESS FOUNDATION?
- The employer identification number (EIN) of BOZEMAN DEACONESS FOUNDATION is 84-1407943.
- Is BOZEMAN DEACONESS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to BOZEMAN DEACONESS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOZEMAN DEACONESS FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended December 31, 2024 names Deb Gill.
- Who are the officers and directors of BOZEMAN DEACONESS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 19 people; 2 received compensation from the organization.
- How much revenue does BOZEMAN DEACONESS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,493,370, expenses of $3,704,931 and total assets of $45,113,935 at year end.
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