Bozeman Deaconess Foundation

Nonprofit profile at a glance

EIN
841407943
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Bozeman, MT, USA
Phone
4064141085
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Public Foundations

Official website

Reported finances

Revenue
$4,493,370
Expenses
$3,704,931
Assets
$45,113,935
Liabilities
$906,922

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • Beth Warner - Foundation (President (until Nov))

Highest reported compensation

  • Andrew Sullivan MD (Chair): $594,253 total reported compensation
  • Robin Hape MD (Director (as of July)): $494,076 total reported compensation
  • Beth Warner - Foundation (President (until Nov)): $336,002 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support Bozeman Health Services by promoting community participation in and financial support of activities to improve community health and quality of life.

What it reported doing in 2024

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. $25,612

Operating model

Revenue model
Donor-supported. 74% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 83
  • Accountability: 84
  • Sustainability: 74
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.7%; rating input score 70
  • Program expense ratio: 62.9%; rating input score 63
  • Fundraising efficiency: $2.93 raised per $1 spent on fundraising; rating input score 8; 8th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 80%; rating input score 80; 14th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 17.5%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 12.18; rating input score 92; 92nd percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 13.5%; rating input score 21; 21st percentile among comparable filings

Growth

  • Program expense growth: 3% per year; rating input score 100; 28th percentile among comparable filings
  • Revenue growth: 4.6% per year; rating input score 100; 38th percentile among comparable filings
  • Asset growth: 7% per year; rating input score 100; 45th percentile among comparable filings

Details

  • Where the money goes: 69.7% of revenue deployed · 62.9% of spending went to programs
  • Governance: 8 of 10 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $2.3M in reported program spending
  • Leadership: top reported pay $594K · 19 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 39 of 39 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 8 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 8/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Officer compensation ratio scored 21/100.