Bozeman Deaconess Health Services (EIN 810232121) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

Kathryn Bertany

Phone

4064145000

Tax Period

2024-01-01 to 2024-12-31

Bozeman Deaconess Health Services, founded in 1911, is a major nonprofit in the Health Care sector that reported $193.2M in total revenue in fiscal year 2024.

Mission

To improve community health and quality of life for residents and visitors of the Southwest Montana area.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $802,432

Program Service Revenue $188,734,528

Investment Income $2,952,017

Other Revenue $699,866

TOTAL REVENUE $193,188,843

Expense Breakdown

Grants Paid $518,715

Salaries & Benefits $133,532,364

Fundraising Expenses $0

Program Expenses $105,245,034

Other Expenses $55,998,084

TOTAL EXPENSES $190,049,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,188,843	$179,160,277	+0.1%
Expenses	$190,049,163	$179,362,860	+0.1%
Net Income	$3,139,680	$-202,583	-16.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1014

Volunteers

160

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,344,166

Total Directors

$1,519,253

Key Employees

$1,726,926

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John How	Chair	1.00	Officer Director	$0	$0	$0
Jim Berend - Vice ChairJan	-Jun)/2nd Vice Chair (as of July)	1.00	Officer Director	$0	$0	$0
Becky Franks - 2nd Vice	Chair (Jan-Jun)/Vice Chair (as of July)	1.00	Officer Director	$0	$0	$0
Jon Knockey	Treasurer	1.00	Officer Director	$0	$0	$0
Elizabeth Carver	Secretary	1.00	Officer Director	$0	$0	$0
David Crites	Director (as of July)	50.00	Director	$359,027	$56,737	$415,764
Amy Croover	Director (as of July)	1.00	Director	$0	$0	$0
Francisco Ferreyra-Munoz	Director (as of July)	1.00	Director	$0	$0	$0
Vicki Groeneweg	Director	1.00	Director	$0	$0	$0
Bruce Harmony	Director (until June)	1.00	Director	$0	$0	$0
Meghan Johnston	Internist/Director	50.00	Director	$258,392	$59,327	$317,719
Sara Lattimore	Director (as of July)	1.00	Director	$0	$0	$0
Cory Pulfrey	Director	1.00	Director	$0	$0	$0
Melinda Roberts	Director (until June)	1.00	Director	$0	$0	$0
Walt Sales	Director (until June)	1.00	Director	$0	$0	$0
Alyce Schultz	Director	1.00	Director	$0	$0	$0
Kim Scurry	Director (as of July)	1.00	Director	$0	$0	$0
Dane Sobek	Cardiologist/Director (until June)	50.00	Director	$731,356	$54,414	$785,770
Dan Taft	Director (as of July)	1.00	Director	$0	$0	$0
Kathryn Bertany	CEO	20.00	Officer	$628,654	$169,460	$798,114
Brad Ludford	CFO	20.00	Officer	$422,456	$123,596	$546,052
Christopher Spoja	Chief Medical Officer	20.00	Key Emp	$491,504	$86,916	$578,420
Kiera Pattison	Chief Nursing Officer	20.00	Key Emp	$306,939	$80,702	$387,641
Kallie Kujawa	Chief Operating Officer	20.00	Key Emp	$287,869	$87,706	$375,575
Steve Klein	Chief Legal Officer	20.00	Key Emp	$297,201	$88,089	$385,290
Andrew Herman MD	Gastroenterologist	50.00	Highest	$788,497	$29,861	$818,358
Mark Hancock MD	Hematology and Oncology	50.00	Highest	$745,578	$62,468	$808,046
Jason Skenazy MD	Urologist	50.00	Highest	$738,927	$67,332	$806,259
Nathaniel Madsen MD	Cardiology	50.00	Highest	$737,253	$61,449	$798,702
Andrew Gentry MD	Gastroenterologist	50.00	Highest	$724,698	$63,302	$788,000
John Hill	Former Officer	0.00		$463,785	$0	$463,785
Tamara Havenhill-Jacobs	Former Key Employee	0.00		$177,401	$0	$177,401

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$193,188,843	$190,049,163	$209,808,822	$3,139,680
2023	$179,160,277	$179,362,860	$167,581,983	$-202,583
2022	$163,884,781	$162,874,704	$150,278,571	$1,010,077
2021	$153,541,900	$150,991,765	$178,954,474	$2,550,135
2020	$126,684,739	$122,977,678	$166,060,049	$3,707,061
2019	$107,988,329	$107,433,815	$128,437,016	$554,514
2018	$100,410,607	$109,541,021	$121,251,849	$-9,130,414

Bozeman Deaconess Health Services