Bozeman Deaconess Foundation (EIN 841407943) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Elizabeth Warner

Phone

4064141085

Tax Period

2023-01-01 to 2023-12-31

Bozeman Deaconess Foundation, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.5M in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. Expenses of $5.0M left a modest 8% surplus.

Mission

To support Bozeman Health Services through philanthropy.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,740,665

Program Service Revenue $0

Investment Income $3,756,919

Other Revenue $-32,560

TOTAL REVENUE $5,465,024

Expense Breakdown

Grants Paid $3,823,035

Salaries & Benefits $750,894

Fundraising Expenses $839,968

Program Expenses $3,823,035

Other Expenses $412,871

TOTAL EXPENSES $5,005,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,465,024	$2,645,645	+1.1%
Expenses	$5,005,079	$4,870,075	+0.0%
Net Income	$459,945	$-2,224,430	-1.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$918,369

Total Directors

$980,878

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Williams MD	Director (Jan-Jun)	1.00	Director	$0	$0	$128,219
Andrew Sullivan MD - Dir Jan	-Jun)/Chair (as of July)	1.00	Officer Director	$0	$52,983	$586,597
Anne Thomas MD	Director	1.00	Director	$0	$24,138	$266,062
Kris Deason - Chair Jan-Jun	Director (as of July)	1.00	Officer Director	$0	$0	$0
Rich Deming	First Vice Chair	1.00	Officer Director	$0	$0	$0
Jay Jutzy MD	Second Vice Chair	1.00	Officer Director	$0	$0	$0
Ashley Burleson	Secretary	1.00	Officer Director	$0	$0	$0
Eric Flynn	Treasurer	1.00	Officer Director	$0	$0	$0
Heather Bellamy	Director	1.00	Director	$0	$0	$0
Jim Ness	Director (to Dec)	1.00	Director	$0	$0	$0
Celia O'Connor	Director	1.00	Director	$0	$0	$0
Tim Warner Jr	Director	1.00	Director	$0	$0	$0
Jim Berend	Director (as of July)	1.00	Director	$0	$0	$0
Dan Taft	Director (as of July)	1.00	Director	$0	$0	$0
Beth Warner	Foundation President	50.00	Officer	$316,762	$15,010	$331,772

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	No data	No data	No data	No data
2023	$5,465,024	$5,005,079	$40,417,522	$459,945
2022	$2,645,645	$4,870,075	$38,276,789	$-2,224,430
2021	$4,373,861	$4,310,491	$46,305,218	$63,370
2020	$10,672,225	$4,051,239	$41,832,378	$6,620,986
2019	$4,029,406	$4,545,968	$33,946,553	$-516,562
2018	$4,091,027	$2,259,659	$28,762,197	$1,831,368

Bozeman Deaconess Foundation