To support Bozeman Health Services through philanthropy.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$317K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.1M a year · 21% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$317K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
18 mo
of spending, in cash
Plus $31.7M in investments, Pt X · Ln 11–13
Looks good: 18.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $432K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 12 voting members
Looks good: 10 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.5M
+107% vs prior year
Spent
$5.0M
To programs
76%
Net assets
$39.3M
By yearFY2020–FY2024
Revenue
$5.5M
FY2023▲ +107%
Tap a bar for its year
Revenue by fiscal year
FY2020$10.7M
FY2021$4.4M
FY2022$2.6M
FY2023$5.5M
FY2024$4.5M
Expenses
$5.0M
FY2023▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.1M
FY2021$4.3M
FY2022$4.9M
FY2023$5.0M
FY2024$3.7M
Net assets
$39.3M
FY2023▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$39.8M
FY2021$43.9M
FY2022$36.3M
FY2023$39.3M
FY2024$44.2M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $3.8M Management & general 7% · $342K Fundraising 17% · $840K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $317K paid to officers and key staff.

Part VII, Section A · reportable compensation
Foundation President
$316,762Pt VII · Sec A
-Jun)/Chair (as of July)
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (as of July)
$0Pt VII · Sec A
First Vice Chair
$0Pt VII · Sec A
Second Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (jan-Jun)
$0Pt VII · Sec A

Beth Warner - Foundation’s $321K as President (until Nov) is at the 97th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Beth Warner - Foundation$321,051————
Beth Warner—$316,762$83,930——
Steve Tuttle———$176,202—
Jason Smith———$109,542$140,533
Deb Gill$37,500————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Bozeman Deaconess Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Fund Bozeman Health Services to improve community healthcare.

Questions for Bozeman Deaconess Foundation

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Provided by the organization

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3 programs · $3.8M · in their own filed words · FY2023
01

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…

$2.1Mprogram expense
02

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…

$924Kprogram expense
03

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…

$756Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 17 grants · $16.3M · 2020–2024
Bozeman Health Deaconess HospitalMT · FY2024$1,511,010
Unitemized GrantFY2024$13,977
Unitemized GrantFY2024$2,000
Bozeman Health Deaconess HospitalMT · FY2023$3,574,272
Unitemized GrantFY2023$13,895
Unitemized GrantFY2023$2,000
Bozeman Health Deaconess HospitalMT · FY2022$2,044,448
Bozeman Deaconess Health ServicesMT · FY2022$1,661,600
Unitemized GrantFY2022$68,184
Bozeman Health Deaconess HospitalMT · FY2021$2,397,820
Unitemized GrantFY2021$79,936
Bozeman Deaconess Health ServicesMT · FY2020$1,636,979
Bozeman Health Deaconess HospitalMT · FY2020$1,340,254
Unitemized GrantFY2020$222,821

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$5.5M
Ln 12
Investment incomeLn 3$3.8M
Gifts and grantsLn 1h$1.7M
Money outPt IX
$5.0M
Ln 25
Programscol B$3.8M
Managementcol C$342K
Fundraisingcol D$840K
Owns and owesPt X
$39.3M
net assets · Ln 32
Cash and savingsLn 1–2$7.5M
Total assetsLn 16$40.4M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.7M
Noncash giftsLn 1g$105K
Fundraising eventsLn 1c$470K
Investment incomeLn 3$3.8M
Gains on assetsLn 7$2.7M
Total revenueLn 12$5.5M
Assets in detailPt X, end of year
SavingsLn 2$7.5M
Cash and savings togetherLn 1–2$7.5M
InvestmentsLn 11–13$31.7M
Land, buildings, equipmentLn 10c$25K
Other assetsLn 15$27K
Total assetsLn 16$40.4M
LiabilitiesLn 26$1.1M
Net assetsLn 32$39.3M
OperationsPt I, VI
EmployeesI 54
VolunteersI 633
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$10.8M$7.5M
InvestmentsLn 11–13$25.9M$31.7M
Land, buildings, equipmentLn 10c$159K$25K
Total assetsLn 16$38.3M$40.4M
LiabilitiesLn 26$1.9M$1.1M
Net assetsLn 32$36.3M$39.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3.8M$3.8M
Grants to domestic individualsLn 2$16K$16K
Pay of current officers, directors and key staffLn 5$333K$133K$200K
Other salaries and wagesLn 7$264K$47K$217K
Other employee benefitsLn 9$118K$34K$84K
Payroll taxesLn 10$36K$11K$25K
Accounting feesLn 11c$23K$23K
Professional fundraising feesLn 11e$18K$18K
Investment management feesLn 11f$122K$24K$97K
Other fees for servicesLn 11g$45K$6K$39K
Advertising and promotionLn 12$37K$9K$28K
Office expensesLn 13$31K$11K$20K
OccupancyLn 16$50K$20K$30K
TravelLn 17$7K$1K$6K
Conferences, conventions and meetingsLn 19$5K$862$4K
Depreciation, depletion and amortizationLn 22$15K$15K
Other expenses (24a–d)Ln 24$17K$3K$14K
All other expensesLn 24e$61K$3K$58K
Total functional expensesLn 25$5.0M$3.8M$342K$840K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.5M$3.7M$788K$44.2M 990 PDF
FY2023 Viewing $5.5M$5.0M$460K$39.3M 990 PDF
FY2022 $2.6M$4.9M−$2.2M$36.3M 990 PDF
FY2021 $4.4M$4.3M$63K$43.9M 990 PDF
FY2020 $10.7M$4.1M$6.6M$39.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $5,465,024 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,270,375$1,740,665
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,390,528$3,756,919
I-11 Other revenuePrior year −$15,258−$32,560
I-12 Total revenuePrior year $2,645,645$5,465,024
I-13 Grants and similar amounts paidPrior year $3,776,232$3,823,035
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $417,637$750,894
I-16a Professional fundraising feesPrior year $211,000$18,279
I-17 Other expensesPrior year $465,206$412,871
I-18 Total expensesPrior year $4,870,075$5,005,079
I-19 Revenue less expensesPrior year −$2,224,430$459,945
Part VI · Governance 10 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,465,024 across 8 lines filed
VIII-1c Fundraising events$469,598
VIII-1f All other contributions, gifts and grants$1,271,067
VIII-1g Noncash contributions (included above)$104,977
VIII-1h Total contributions, gifts and grants$1,740,665
VIII-3 Investment incomeExcluded from tax $1,062,158$1,062,158
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,694,761$2,694,761
VIII-8 Net income from fundraising eventsExcluded from tax −$32,560−$32,560
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $3,724,359$5,465,024
Part IX · Statement of functional expenses $5,005,079 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $3,807,140$3,807,140
IX-2 Grants to domestic individualsPrograms $15,895$15,895
IX-5 Pay of current officers, directors and key staffManagement $133,250 · Fundraising $199,874$333,124
IX-7 Other salaries and wagesManagement $46,794 · Fundraising $216,819$263,613
IX-9 Other employee benefitsManagement $34,359 · Fundraising $83,581$117,940
IX-10 Payroll taxesManagement $10,865 · Fundraising $25,352$36,217
IX-11c Accounting feesManagement $23,000$23,000
IX-11e Professional fundraising feesFundraising $18,279$18,279
IX-11f Investment management feesManagement $24,367 · Fundraising $97,469$121,836
IX-11g Other fees for servicesManagement $6,194 · Fundraising $38,695$44,889
IX-12 Advertising and promotionManagement $9,281 · Fundraising $27,844$37,125
IX-13 Office expensesManagement $10,896 · Fundraising $20,235$31,131
IX-16 OccupancyManagement $20,118 · Fundraising $30,178$50,296
IX-17 TravelManagement $1,293 · Fundraising $5,889$7,182
IX-19 Conferences, conventions and meetingsManagement $862 · Fundraising $3,926$4,788
IX-22 Depreciation, depletion and amortizationManagement $15,250$15,250
IX-24 Other expenses (24a–d)Management $2,521 · Fundraising $14,287$16,808
IX-24e All other expensesManagement $3,026 · Fundraising $57,540$60,566
IX-25 Total functional expensesPrograms $3,823,035 · Management $342,076 · Fundraising $839,968$5,005,079
Part X · Balance sheet $40,417,522 assets, 16 lines filed
X-2 Savings and temporary cash investmentsStart of year $10,846,188$7,510,674
X-3 Pledges and grants receivableStart of year $1,321,299$1,191,205
X-9 Prepaid expenses and deferred chargesStart of year $7,696$7,696
X-10c Land, buildings and equipment, netStart of year $159,349$25,343
X-11 Publicly traded securitiesStart of year $23,345,815$28,745,422
X-12 Other securitiesStart of year $2,531,510$2,909,737
X-15 Other assetsStart of year $64,932$27,445
X-16 Total assetsStart of year $38,276,789$40,417,522
X-17 Accounts payable and accrued expensesStart of year $58,964$42,919
X-19 Deferred revenueStart of year $90,000$62,675
X-25 Other liabilitiesStart of year $1,780,177$1,007,104
X-26 Total liabilitiesStart of year $1,929,141$1,112,698
X-27 Net assets without donor restrictionsStart of year $16,678,974$19,878,233
X-28 Net assets with donor restrictionsStart of year $19,668,674$19,426,591
X-32 Total net assets or fund balancesStart of year $36,347,648$39,304,824
X-33 Total liabilities and net assetsStart of year $38,276,789$40,417,522
Part XI · Reconciliation of net assets $39,304,824 net assets at year end
XI-1 Total revenue$5,465,024
XI-2 Total expenses$5,005,079
XI-3 Revenue less expenses$459,945
XI-4 Net assets at start of year$36,347,648
XI-5 Net unrealized gains (losses) on investments$1,535,979
XI-9 Other changes in net assets$961,252
XI-10 Net assets at end of year$39,304,824

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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