Bozeman Deaconess Foundation

EIN: 841407943 501(c)(3) Philanthropy & Grantmaking

Bozeman, MT

Total Revenue
$5,465,024
Total Expenses
$5,005,079
Total Assets
$40,417,522
Net Assets
$39,304,824
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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
MT
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 by promoting community participation in and financial support of activities to improve community health and quality of life.

Program Service Accomplishments

Program 1
Expenses: $2,072,265

Facility Expansions and Equipment Purchase Support:Support included $1,573,576 for an ICU expansion construction project, $269,000 for specialized surgery equipment for urology and orthopedic...

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Facility Expansions and Equipment Purchase Support:Support included $1,573,576 for an ICU expansion construction project, $269,000 for specialized surgery equipment for urology and orthopedic pediatric patients, $58,000 for facility improvements for Aspen Point Hillcrest Senior Living for a remodel of the community Fireside room, a tractor snowblower, massage table, library books and patient lifting equipment, $48,000 for Cardiology equipment including an ECG machine, a Tango M2 blood pressure monitor, a Sonosite Ultrasound machine. $92,000 for Cancer care equipment including a Gammex Sun Laser for procedures, a GE Scanner for Radiation Oncology and radioactive source for Nuclear Medicine equipment and patient exam marking.

Program 2
Expenses: $923,600

Support for Patient Care Programs:Funds were spent to enhance and expand Bozeman Health patient care programs and promote access to health and care for patients in-need. Support included $90,000 for...

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Support for Patient Care Programs:Funds were spent to enhance and expand Bozeman Health patient care programs and promote access to health and care for patients in-need. Support included $90,000 for the BH Hypertension Clinic program, $300,000 in charity care for 1,234 in-patients receiving hospice and palliative care, $234,000 to expand Behavioral Health Services including programs for pediatric patients, NICU families, the Meadowlark Program in the Family Birth Center, a Rural Access Pharmacy Program and supplemented 528 hours of behavioral health therapy and psychiatric care services for patients in need in Big Sky. Continued on Schedule O...More than $92,000 via cancer patient care programs including 443 Care Cottage days, 300 rides via gas cards, taxi and app assisted rides, and 45 patients with cancer patient care fund awards. $25,000 in expansions to the Pediatrics Specialty programs including support for the addition of a .5 NICU educator role, a 1.0 Nurse Coordinator. $74,000 via the Well Beyond Care Program to assist 820 patients with access to care and health via transportation support, medicines and items needed for healing.

Program 3
Expenses: $755,880

Support for Research and Innovation Projects: Funding included year one support of an American Society of Clinical Oncology (ASCO) funded five-year research project aimed at increasing access to...

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Support for Research and Innovation Projects: Funding included year one support of an American Society of Clinical Oncology (ASCO) funded five-year research project aimed at increasing access to cancer care for rural Montanans by developing a replicable hub and spoke care delivery model, and $550,000 to help launch a nursing workforce development program, the Bozeman Health New Graduate Nurse Residency Program that enrolled 80 nurses in its inaugural year.

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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%)

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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
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Governance

Voting Members
12
Independent Members
10
Employees
9
Volunteers
92

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
7
$918,369
Total Directors
14
$980,878
Key Employees
0
$0
Highest Compensated
0
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
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