2025-11-11T11:25:37-06:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 474717998 Bozeman Health Deaconess Hospital BOZE 4064145000 915 Highland Blvd Bozeman MT 59715 Brad Ludford CFO 4064145000 2025-11-10 1 1 Kim Hunwardsen CPA P00484560 6122536500 2025-11-10 2024 2025-03-06 01:10:19Z Bozeman Health Deaconess Regional Medical Center Kathryn Bertany 915 Highland Blvd Bozeman MT 59715 535367169 0 X www.bozemanhealth.org X 2015 MT To improve community health and quality of life for residents and visitors of Southwest Montana. 3 2 2469 160 3752745 0 3574272 1511010 439285480 526942436 2687735 5600873 855609 693166 446403096 534747485 0 0 0 0 128417765 144290207 0 0 0 322269226 346241586 450686991 490531793 -4283895 44215692 571127909 664025168 224094392 228171188 347033517 435853980 X To improve community health and quality of life. 0 0 153804952 137429294 The Bozeman Health Deaconess Hospital clinics consists of our departments that provide physician services to outpatients. We served 205,179 appointments in 2024 throughout our ambulatory clinic setting, just over 562/day. About 55% of our service revenue in these clinics is from the Medicare and Medicaid population. Total net operating revenues were $137,429,294 with associated operating expenses of $153,804,952 plus another $29,008,588 of indirect overhead. The loss of $16,375,658 is reflective of our commitment to provide access to all patients regardless of their ability to pay. 41052256 250819964 Bozeman Health Deaconess Hospital's Surgical Services strives to offer a wide array of surgical options using state of the art technology. In 2024, we performed 7,157 inpatient and outpatient surgeries. Making up 52% ($131,232,514) of total revenue from these services ($250,819,964), were Medicare and Medicaid patients. Nearly 50.9% of total revenues was written off ($127,782,707). Our surgical services also recorded $39,609,914 in operating expenses plus another $1,442,342 of indirect overhead. 18841874 73990442 The Emergency Room at Bozeman Health Deaconess Hospital is one of the busiest departments in our organization, with just over 34,461 visits in 2024. Making up 44% ($32,258,776) of total revenue from these services ($73,990,442), were Medicare and Medicaid patients. 56.6% of total revenues was written off ($41,872,273). Direct and indirect expenses incurred in supporting the operation of this emergency room accumulated to $18,841,874. 208117445 60949991 Bozeman Health Deaconess Hospital operates a 125 bed hospital facility (Hospital), along with a 45 unit assisted living home and a 113 unit independent living home (Hillcrest Senior Living or HSL). All patient and resident service revenue from these operations are used to provide health care services, health care promotion, and health care education to Bozeman and the surrounding communities. 208117445 60949991 421816527 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 51 0 1 2469 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X Carrie Morasko 4064141036 915 Highland Blvd Bozeman MT 59715 John How Chair 1.00 1.00 X X 0 0 0 Jim Berend Vice Chair (Until June) 1.00 1.00 X X 0 0 0 Becky Franks Vice Chair (As of July) 1.00 1.00 X X 0 0 0 Kathryn Bertany Director & CEO 30.00 20.00 X X 0 628654 169460 Brad Ludford CFO 30.00 20.00 X 0 422456 123596 Christopher Spoja Chief Medical Officer 30.00 20.00 X 0 491504 86916 Kiera Pattison Chief Nursing Officer 30.00 20.00 X 0 306939 80702 Kallie Kujawa Chief Operating Officer 30.00 20.00 X 0 287869 87706 Steve Klein Chief Legal Officer 30.00 20.00 X 0 297201 88089 Haily Cramer Nurse 50.00 0.00 X 219513 0 25484 Alan Brayton System Manager of Pharmacy 50.00 0.00 X 198118 0 54987 Jennifer Schultz System Director of Pharm. 50.00 0.00 X 191374 0 53465 Eddie Gomez - System Director Environment of Care 50.00 0.00 X 183926 0 41033 Amanda Wolosyzn System Manager of Pharmacy 50.00 0.00 X 178369 0 23402 John Hill Former Officer 0.00 0.00 X 0 463785 0 Tamara Havenhill-Jacobs Former Key Employee 0.00 0.00 X 0 177401 0 971300 3075809 834840 196 1 1 0 Trimedx Holdings LLC 5451 Lakeview Pkwy S Drive Indianapolis IN 46268 Equipment servicing 4327147 1 1511010 1511010 Net Patient Revenue 621110 527203644 527203644 Pharmacy Revenue 456110 8736322 4983577 3752745 Cafeteria Revenue 900099 1275555 1275555 -10273085 -10273085 526942436 2707525 2707525 1115118 421952 693166 693166 693166 3091080 0 197732 3091080 -197732 2893348 2893348 534747485 523189691 3752745 6294039 115083009 105669040 9413969 4849634 4442272 407362 15500717 14198681 1302036 8856847 8112886 743961 420338 420338 42756706 25640176 17116530 255018 203905 51113 5284713 2341948 2942765 3956926 585073 3371853 204044 203911 133 136029 135940 89 6080560 6080560 16296610 16296610 868751 510902 357849 Medical Supplies 108328337 108203234 125103 Health System Shared Se 78784842 57830126 20954716 Health System Physician 69979297 68002326 1976971 Equipment Rental and Ma 5334854 2925581 2409273 7554561 433356 7121205 490531793 421816527 68715266 0 3048719 3863439 87922531 90191993 66098 12004393 13399265 1077211 1200183 430371923 212410173 211227515 217961750 88447619 111259491 79004814 96144202 1678128 1072514 511453 409162 86139428 128523169 571127909 664025168 33437747 36992959 959773 865330 141129451 138147116 7777863 7505451 35266592 35339535 5522966 9320797 224094392 228171188 X 330294550 417755644 16738967 18098336 347033517 435853980 571127909 664025168 X 44215692 13659923 30944848 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 24878147 1123688 3137317 18184368 10954784 20672068 943397 3632532 369850 24878147 24534132 68899 -3372760 558203 20672068 20745993 973493 3399161 584515 24534132 18430208 41677 2623596 349488 20745993 0.00000 0.46330 0.53670 0 1 1 5499464 2972690 8472154 291497647 138924520 152573127 111580249 68188619 43391630 18821873 5297034 13524839 217961750 Private Equity Funds 9843421 F LLCs 52779295 F Investment Trusts 20971096 F Hedge Funds 12550390 F 96144202 Investment in Foundation 36127962 Due from Affiliates 83579927 Operating Lease ROU Assets 8815280 128523169 Estimated Payments to Third Party Payors 500000 Operating Lease 8820797 9320797 X Part IV, Line 2b: The organization holds resident funds on behalf of its residents, as well as security deposits. Part V, Line 4: Each endowment fund is privy to a separate agreement. Donations made for each purpose shall be received, held, and invested by Bozeman Deaconess Foundation according to established policies governing gift acceptance, investment, and distribution. The principal of the fund shall be retained in perpetuity. The interest income is utilized for the greatest needs of the designated department. Policy says the organization can use a portion of interest for operations. The endowment fund reported in Line 1 is currently being held by a related organization, Bozeman Deaconess Foundation, and benefits Bozeman Health and related system entities listed on Schedule R. Due to this relationship the endowment fund is being reported all the Form 990, Schedule D, Part V for all three related entities. The other expenditure for facilities and programs reported on line 1e includes $17,933,754 which pertains to the removal of board designation. Part X, Line 2: The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Central America and the Caribbean 0 0 Investments 6890574 0 0 0 0 0 0 6890574 0 6890574 1 0 1 1 1 0 Schedule F, Part IV: The Bozeman Health Deaconess Hospital reviews its direct and indirect investments during the tax period for determining required foreign filings. The Bozeman Health Deaconess Hospital makes direct and indirect transfers to a foreign corporation. The Bozeman Health Deaconess Hospital filed Form 926 because the transfers met the requirements for filing. The Bozeman Health Deaconess Hospital has ownership interests in a foreign corporation. The Bozeman Health Deaconess Hospital would file Form 5471 if the ownership met the requirements for filing. The Bozeman Health Deaconess Hospital's ownership in foreign corporations did not require filing Form 5471. The Bozeman Health Deaconess Hospital invests in a corporation that holds direct or indirect interests in passive foreign investment companies (PFICs). The Bozeman Health Deaconess Hospital would file Form 8621s for underlying investments that generate unrelated business income. The Bozeman Health Deaconess Hospital would not file Form 8621s where the investment partnerships have properly filed Form 8621s, or where the underlying investments did not generate any unrelated business income. The Bozeman Health Deaconess Hospital did not require filing Form 8621. The Bozeman Health Deaconess Hospital made direct and indirect transfers to a foreign partnership. The Bozeman Health Deaconess Hospital filed Form 8865 because the transfer met the requirements for filing. 1 1 X 1 X 1 X 1 1 1 0 0 12928982 4071462 8857520 0.01810 39990026 33238955 6751071 0.01380 52919008 37310417 15608591 0.03190 91313994 61132954 30181040 0.06150 470896 470896 0.00100 91784890 61132954 30651936 0.06250 144703898 98443371 46260527 0.09440 1 17790423 0 86498730 93466667 -6967937 X 1 1 1 1 Bozeman Health Deaconess Hospital 915 Highland Blvd Bozeman MT 59715 www.bozemanhealth.org 12933 X X X Bozeman Health Deaconess Hospital 1 0 0 1 X X X X X X X X X 23 1 1 0 1 X See Part V, Section C X 1 23 1 See Part V, Section C 0 1 X 200.000000000000 400.000000000000 X X X X 1 1 X X X 1 X See Part V, Page 8 X See Part V, Page 8 X See Part V, Page 8 X X X X X X X 1 X 0 X X X X 1 X 0 1 Bozeman Health Deaconess Hospital Part V, Section B, Line 5: The 2023 CHNA focused on mailed surveys and focus groups. The Montana Office of Rural Health conducted the surveying for the 2023 CHNA and helped inform the questions and validate the data. A steering committee comprised of the Gallatin County Health Department, the local Federally Qualified Health Center (FGHC), and the local social service provider, Human Resource Development Council (HRDC), were all collaborated with when creating the survey questions and identifying potential focus group participants. 2,402 surveys were mailed out in a randomized approach to residents in the Bozeman Health service area in May 2023. Bozeman Health conducted 9 focus groups that targeted medically underserved, low-income, and minority populations from May to November, 2023. Planning for the CHNA began in April, and their surveys were mailed out in May, with final results from the Office of Rural Health given in November of 2023. Bozeman Health Deaconess Hospital Part V, Section B, Line 6a: Big Sky Medical Center Bozeman Health Deaconess Hospital Part V, Section B, Line 11: In the most recent CHNA conducted, the following needs were identified:-Behavioral Health (includes mental health and substance abuse)-Access to Healthcare Services-Socioeconomic and Health Measures-Chronic Disease PreventionSeveral of the CHNA identified needs were not selected as priority areas for Bozeman Health. In order to best impact health outcomes, we focused on prioritizing health issues for which there are existing internal and external resources we can leverage to affect change. Additionally, some of the needs below will be indirectly impacted through our priority areas: -Alzheimer's & Dementia Bozeman Health's Geriatric Service is available for consultation with any Bozeman Health or community provider and regularly reviews cases for patients referred to them to assist primary care or other providers with treatment decisions. In addition, memory consults with board-certified geriatricians are available to develop a comprehensive understanding of the patient's disease and current state, often before significant disease progression. Within the community, Bozeman Health advertises and helps socialize dementia awareness through support groups and other organizations for those struggling with dementia or prediagnosis of dementia. Through these efforts, Bozeman Health and its partners will continue to tackle this difficult condition and look for additional supports to best serve the community. -Diabetes & Heart Disease The strategies listed under the Chronic Disease Prevention theme focus on trying to stave off new onset common chronic diseases, such as type 2 diabetes and hypertension, which can be prevented by lifestyle modifications such as healthier diets and prioritizing more regular physical activity. Through these efforts, Bozeman Health and its partners look forward to positive impacts. -Maintaining a Healthy Weight The strategies listed under the Chronic Disease Prevention theme focus on lifestyle modification such as healthier diets and prioritizing regular physical activity, which in turn can help individuals maintain a healthy weight. Through these efforts, Bozeman Health and it's partners look forward to positive impacts.Bozeman Health completed the latest CHNA at the end of 2023 and began addressing the newly identified health needs in the first half of 2024 after the implementation strategy was completed. Progress towards the identified health priorities as part of the CHNA Implementation plan include: 1. Behavioral HealthGoal: Increase access to behavioral health services across the care continuum. Expanded Integrated Behavioral Health (IBH) services in primary care, including launching a program at the Women's Clinic with a care manager and psychiatric nurse practitioner. Opened a walk-in psychiatric care clinic in September 2024, serving 57 patients by year-end. Broke ground on an inpatient behavioral health unit, expected to open in Fall 2025. Explored outpatient substance use disorder services and strengthened referral networks. Invested over 1,500 hours in community-based behavioral health initiatives. Funded grants to support behavioral health access, including: Bridgercare's Collaborative Care Program Wellness in Action's Affordable Counseling Program CHP/One Health's Pathways to Wellness School-based and community mental health programs2. Access to HealthcareGoal: Increase access to care for patients affected by health equity challenges. Redesigned the HealthCare Connections (HCC) mobile program to deliver no-cost vaccines and prepare for expanded screenings in 2025. Supported Wellness in Action to connect Big Sky residents to care and resources. Participated in planning for Homeward Point, a new shelter with medical respite services. Led transportation initiatives, including participation in the Health Transportation Coalition. Planned expansion of RV parking for patients/families at the medical center. Expanded DEIB efforts, including interpreter device audits and Spanish signage updates. Funded grants for programs like Thrive's Spanish-speaking Parent Liaison and Spanish for Healthcare training.3. Chronic Disease PreventionGoal: Reduce the impact of chronic disease and cancer through prevention and healthy lifestyles. Distributed mammogram vouchers and promoted cancer screening awareness. Expanded partnership with Cancer Support Community, including planning a men's retreat and hiring a mental health provider. Hosted cooking and lifestyle education classes through Lifestyle Medicine. Reinvigorated the TrailsRX program and began planning new trail access. Developed health promotion signage for trail systems. Funded the YMCA's ReCharge program for cancer survivors.4. Socioeconomic & Health MeasuresGoal: Promote "Housing is Healthcare and support affordable housing initiatives. Participated in and funded the Regional Housing Coalition. Began evaluating health outcomes for residents in Housing First Village. Funded KidsLink afterschool program to reduce financial barriers for families. Bozeman Health Deaconess Hospital Part V, Section B, Line 13h: Any individual and their dependents who are at 200% of the Federal Poverty income level or below will be eligible to receive a 100% write-off of the self-pay portion of incurred charges, upon completion of an application. Completion of the Financial Assistance application will be required. In addition, Catastrophic Financial Assistance is available to individuals who have a large balance remaining after all third party payments have been taken into account. The balance under consideration is that amount which is deemed to be the patient's financial responsibility. If such responsibility is greater than 50% of the family's annual household income, the excess amount will be treated as Catastrophic Financial Assistance and written off of the patient's account. This assistance is available without respect to the FPG, but the parient must follow the same process as all other patients seeking financial assistance based upon FPG. Asset tests are not used for determining any level of financial assistance. Prior to providing services, BH will make an effort to notify the patient regarding their eligibility for financial assistance. Bozeman Health Deaconess Hospital Part V, Section B, Line 16j: Medical Advocacy Services in Healthcare (MASH) will give out our financial application after determining a patient is ineligible for federal and state programs.A summary of the financial assistance policy is attached to billing invoices, posted in the patient admissions area, and provided to patients upon admission to the hospital facility. Bozeman Health Deaconess Hospital Part V, Section B, Line 24: All individuals eligible under the hospital financial assistance policy are provided a discount for emergency and other medically necessary care. The financial assistance policy does not apply to elective procedures. Therefore, FAP-eligible patients without insurance may be billed gross charges on elective procedures. Schedule H, Part V, Line 7 and 10: https://bozemanhealth.org/wp-content/uploads/2025/01/CTA-final-bozeman-health_2023_chna-report.pdfhttps://bozemanhealth.org/wp-content/uploads/2025/01/CTA-commuity-health-action-plan_ada.pdf Schedule H, Part V, Section B, Line 16a-16c: https://bozemanhealth.org/wp-content/uploads/2025/05/Financial-Assistance-Charity-Care.pdfhttps://bozemanhealth.org/wp-content/uploads/2025/05/Financial-Assistance-Application-March-2025.pdfhttps://bozemanhealth.org/wp-content/uploads/2024/11/fa-policy-plain-language-summary-2023.pdf 3 1 - Hillcrest Senior Living 1201 Highland Blvd Bozeman MT 59715 Independent and assisted living facility 2 - Bozeman Health Belgrade Clinic 206 Alaska Frontage Rd Belgrade MT 59714 Ambulatory healthcare services 3 - Bozeman Health Clinical Research 950 Stoneridge Dr 1 Bozeman MT 59715 Outpatient healthcare research Part I, Line 3c: Any individual and their dependents who are at 200% of the Federal Poverty income level or below will be eligible to receive a 100% write-off of the self-pay portion of incurred charges, upon completion of an application. Completion of the Financial Assistance application will be required. In addition, Catastrophic Financial Assistance is available to individuals who have a large balance remaining after all third party payments have been taken into account. The balance under consideration is that amount which is deemed to be the patient's financial responsibility. If such responsibility is greater than 50% of the family's annual household income, the excess amount will be treated as Catastrophic Financial Assistance and written off of the patient's account. This assistance is available without respect to the FPG, but the patient must follow the same process as all other patients seeking financial assistance based upon FPG. Asset tests are not used for determining any level of financial assistance. Prior to providing services, BH will make an effort to notify the patient regarding their eligibility for financial assistance. Part I, Line 7: The cost to charge ratio from Worksheet 2 was used to obtain the costs related to Charity Care and Medicaid.. All net benefit expenses were calculated using direct costs and revenue with reasonable indirect overhead allocation methods. Benefits are allocated at 23% of payroll dollars. For Subsidized Services, other indirect overhead costs are allocated based on historical reasonableness of 15% of total expenses. Our internal system does record patient revenues based on type (inpatient vs. outpatient vs. emergency) and payor (Medicaid, Medicare, Commercial, Self-Pay, etc.). Related costs are then determined based on the pro-rated share as a percentage of the total. For example, if Medicaid comprises 7% of a department's revenue, Medicaid expenses are calculated at 7% of the total as well.Line 7i is based on actual expenses. Part I, Line 7g: Amount of cost attributable to a physician clinic is $91,313,994. All costs associated with a provider-based clinic operational department were considered part of this total. Part III, Line 2: The amount on line 2 represents implicit price concessions. The Organization determines its estimate of implicit price concession based on its historical collection experience with this class of patients. Part III, Line 4: The footnote to the organization's financial statements that describes implicit price concessions is located in Footnote 1 on pages 15-16 of the attached financial statements. Part III, Line 8: The entire amount of shortfall should be considered a community benefit.The Medicare shortfall represents costs absorbed by the Hospital as a result of providing care to Medicare patients. The contract driving this loss is a nondiscretionary contract, as is providing the services to this population of individuals. The cost of providing this benefit to the community should be reportable as such.Medicare allowable costs of care are based on the Medicare cost report. The Medicare cost report is completed based on the rules and regulations set forth by Centers for Medicare and Medicaid Services. Part III, Line 9b: Providing the patient, either directly or through its contracted collection agency with at least one written notice informing the patient about the Extraordinary Collection Actions that we intend to take if the patient does not submit an Application for Financial Assistance or pay the amount due by at least thirty days following the date of the notice. The notice will include a copy of the plain language summary and will not be mailed or delivered to a patient earlier than 30 days prior to the end of the Notification Period.No Extraordinary Collection Actions will be undertaken during the 120 day Notification Period, during which time we will take reasonable efforts to determine whether the patient is eligible for Financial Assistance. Patients that may qualify for financial assistance, and that have accounts with the contracted collection agencies, will be vetted throughout the financial assistance process. Meanwhile, accounts will be placed on hold until the financial assistance eligibility is determined. If the patient is eligible, accounts will be appropriately adjusted and adjusted amounts will be reported to the collection agency.No Extraordinary Collection Actions are taken prior to the 240th day after the date of the first invoice. Part VI, Line 2: In addition to the CHNA, Bozeman Health Deaconess Hospital (BHDH) assesses community health care needs in a number of ways. We look at other available health data and reports for our service area provided by the State of Montana and our local City-County Health Department. We also work closely with area non-profits and social service providers to hear about the needs of their clients / customers to help inform our outreach strategies and community health improvement efforts. Part VI, Line 3: Bozeman Health Deaconess Hospital (BHDH) is deeply committed to providing financial assistance to patients needing, but unable to afford, medically necessary health care services. BHDH posts notice of its Financial Assistance Policy in all admitting areas, as well as on the website. At the earliest feasible time, BHDH will attempt to determine whether a patient has third party coverage for any part of the hospital services provided. If a patient does not have third party coverage, a patient advocate from the Medical Advocacy Services in Healthcare (MASH) program will screen all inpatient cases and any outpatient cases exceeding $1,000 in total charges to determine if the patient qualifies for third party funding. If not, the patient advocate will explain the Financial Assistance Policy and give the patient an application if desired. In circumstances where payment in full will cause financial hardship that will significantly harm the patient or patient's family, the applicant may be asked to visit with Consumer Credit Counseling Services to further review their financial situations. Upon request, patients may be asked to complete an application for Medicaid participation or for coverage by other governmental payment programs. Patient bills also contain billing information explaining financial options and provide contact information to the appropriate resources. Part VI, Line 4: Bozeman Health Deaconess Hospital (BHDH) primarily serves Gallatin, Park, and Madison Counties. 85.6% of 2024 inpatient admissions were of patients originating from these three counties (Gallatin: 77.1%, Park 4.7%, and Madison 3.8%). The population of the tri-county region was an estimated 144,774 in 2020 (US Census Data, 2020). In 2020, Bozeman (in Gallatin County) moved from a micropolitan area to being designated as a metropolitan area whereas Belgrade (Gallatin County), Four Corners (Gallatin County), and Livingston (Park County) are still designated as Urban Clusters in the 2020 Census (US Census Data, 2020). As of 2023, an average of 8.93% of the population was below the poverty level in the tri-county region-ranging from 13.1% in Park County, 6.9% in Gallatin County, and 6.8% in Madison (2023 ACS 5yr estimates). Median household income was an estimated $103,918 in Gallatin County followed by Madison ($67,420) and Park ($66,607) (2023 ACS 5 Year Estimates). Estimates suggest that about 17.4% of residents in the tri-county area were insured by Medicaid in 2023 (Montana Healthcare Foundation, 2023), roughly 6,154 were insured by Medicare in 2024 (KFF, 2024), and about 7.13% were uninsured in 2023 (2023 ACS 5 yr estimates). About 11.7% of BHDH inpatients were insured under Medicaid in 2024. BHDH's tri-county service area houses five hospitals-of which, three are critical access hospitals (CAH): Bozeman Health Deaconess Hospital (Bozeman, MT), Bozeman Health Big Sky Medical Center (Big Sky, MT), Livingston HealthCare-CAH (Livingston, MT), Madison Valley Medical Center-CAH (Ennis, MT), and Ruby Valley Hospital-CAH (Sheridan, MT). While Gallatin County is not designated as a Health Professional Shortage Area (HPSA), Madison and Park counties both are, based on the 2024 DPHHS HPSA data (Montana Health Professional Shortage Area (HPSA) Designations). Part VI, Line 5: The governing body of BHDH is comprised of individuals who represent our community and live in our service area; a majority of whom are independent of the organization. To ensure immediate access to care, BHDH has an open medical staff and requires each medical staff member to care for anyone presenting in the Emergency Department. As an organization, we devote a significant amount of funds into maintaining and advancing high-level, innovative, and responsive patient care. This includes recent investments in expanding integrated behavioral health, access to telepsychiatry, and embedding crisis response in our facility. We also use surplus funds, among other ways, to support medical and nursing students at our facility. Part VI, Line 6: Bozeman Health Deaconess Hospital is a nonprofit public benefit corporation with a sole corporate member, Bozeman Deaconess Health Services d/b/a Bozeman Health. X X X X 1 1 0 0 0 0 0 0 0 Kathryn Bertany Director & CEO 0 621167 0 1537 0 5950 0 137731 0 34854 0 801239 0 0 Christopher Spoja Chief Medical Officer 0 437028 0 51537 0 2939 0 47342 0 41545 0 580391 0 0 Brad Ludford CFO 0 415435 0 1537 0 5484 0 80767 0 44849 0 548072 0 0 John Hill Former Officer 0 0 0 0 0 463785 0 0 0 0 0 463785 0 196620 Kiera Pattison Chief Nursing Officer 0 296106 0 1537 0 9296 0 45437 0 36817 0 389193 0 0 Steve Klein Chief Legal Officer 0 293204 0 1537 0 2460 0 46646 0 43004 0 386851 0 0 Kallie Kujawa Chief Operating Officer 0 283926 0 1537 0 2406 0 51669 0 37636 0 377174 0 0 Alan Brayton System Manager of Pharmacy 179715 0 1537 0 16866 0 12906 0 42978 0 254002 0 0 0 Jennifer Schultz System Director of Pharm. 189413 0 1537 0 424 0 12384 0 42017 0 245775 0 0 0 Haily Cramer Nurse 218297 0 1216 0 0 0 13262 0 12222 0 244997 0 0 0 Eddie Gomez - System Director Environment of Care 182215 0 1537 0 174 0 0 0 41929 0 225855 0 0 0 Amanda Wolosyzn System Manager of Pharmacy 176693 0 1537 0 139 0 10815 0 13407 0 202591 0 0 0 Tamara Havenhill-Jacobs Former Key Employee 0 0 0 0 0 177401 0 0 0 0 0 177401 0 43956 Part I, Line 3 The CEO is paid by Bozeman Deaconess Health Services (BDHS), a related organization. The BDHS Board of Directors uses the methods selected in Line 3 to determine the CEO compensation. The Board of Directors of the filing organization also serves on the BDHS Board of Directors. Part I, Lines 4a-b Line 4a: In 2024, the following former employees received severance payments from a related organization: John Hill - Former Officer: $267,165 Tamara Havenhill-Jacobs - Former Key employee: $133,445 Line 4b: Schedule J, Part II, column (c) reflects contributions paid by the related organization into their individual 457(f) plan. The following employer contributions were made in 2024. Kathryn Bertany: $117,031 Brad Ludford: $60,067 Christopher Spoja: $47,342 Kiera Pattison: $26,377 Kallie Kujawa: $32,357 Steve Klein: $28,022 The following received distribution payments from the 457f plan in 2024: John Hill: $196,620 Tamara Havenhill-Jacobs: $43,956 A Montana Facility Finance Authority 364615155 000000000 2015-09-10 19522471 Refinance 2005 bond 0 0 0 B Montana Facility Finance Authority 364615155 61204MDA2 2018-04-24 74139881 Master Facility Plan, Lawson, DaVinci Surgical Robot 0 0 0 C Montana Facility Finance Authority 364615155 000000000 2021-07-14 64096782 Retire 2011, 2015A, and 2015B debt, various capital projects 0 0 0 A 9259892 19522471 243567 19278904 2015 1 0 1 1 B 8740529 76464116 2322943 808710 73332463 2020 0 0 1 1 C 840208 65550871 67027 258872 31936399 31834484 2023 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 Date Rebate Computation Performed Issuer Name: Montana Facility Finance Authority Date the Rebate Computation was Performed: 11/28/2022 Schedule K, Part I, Line A(e) Bond B and C: 2018 and 2021A Part I issue price and Part II Line 3 bond proceeds differ due to interest earned on the proceeds. Schedule K, Part VI, Line 2c, Bond B: As of the date of the arbitrage computation, there were no remaining proceeds of the 2018 Bonds. Therefore, future arbitrage calculations are not required. Form 990, Part VI, Section A, line 6 Bozeman Deaconess Health Services, dba Bozeman Health, is the sole member of the organization. Form 990, Part VI, Section A, line 7a Bozeman Deaconess Health Services, dba Bozeman Health, is the sole member of BHDH. Bozeman Health appoints the board members. The Bozeman Health Board Chair, Vice Chair and CEO serve as the board members of BHDH. The Yellowstone Conference of the Methodist Church confirms the Board Members for Bozeman Health and has authority to appoint the clergy member of the board. Form 990, Part VI, Section A, line 7b Bozeman Health has the authority over the following items: 1) approval of mission, vision and values 2) approval of the strategic plans 3) adoption of annual capital and operating budgets 4) oversight of financial operations, including the consolidated audit 5) incurrance of any long-term debt 6) establishment of policies specifying the level of internal authority 7) approval of annual quality plan and aoption of policies and procedures regarding healthcare services and law and regulation 8) appointment and removal of board members and officers 9) approval of any affiliations, mergers, and dissolutions 10) approval of closures of medical staffs and services 11) approval of any amendment of the Articles or Bylaws Due to Bozeman Health governing documents any changes in the Articles of Incorporation in relationship to the process of selecting board membership must be approved by the Yellowstone Conference of the United Methodist Church. Form 990, Part VI, Section A, line 8b The organization does not have any committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Health Systems Planning and Finance Committee will review the Form 990 with the Finance Team and will make a recommendation to the full Board for acceptance. A copy of the 990 is provided to the Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c An Annual Disclosure Statement is obtained from the Board, Operating Committee, and Executive Team Members. Disclosures are reviewed with the Conflict of Interest (COI) Panel (Compliance Officer, Board Compliance Committee Chair, Chief Executive Officer, & Chief Legal Officer). The COI Panel assesses the disclosure, develops an acknowledgement and management plan. The management plan is reviewed with the affected member, if the COI Panel and the member are unable to resolve the disclosure, the disclosure is reported to the Board Compliance Committee for further review. Conflicts are addressed annually in writing and verbally during meetings. If a COI exists, the member shall not participate in any deliberations or vote regarding the transaction or arrangement at issues, and shall not be present in the meeting room for any part of the deliberations or vote relating to the transaction or arrangement. Form 990, Part VI, Section B, line 15 The Board Executive Committee, which is comprised of independent board members, serves as the organization's compensation committee. The Executive Committee receives a formal presentation by an independent compensation consultant (as selected by the Committee) qualified to perform compensation reviews including usage of comparability data. This person presents recommendations to the Executive Committee. The Executive Committee then makes decisions annually regarding compensation for Officers and Senior Administration. The Executive Committee's compensation review process is outlined in an Executive Compensation Philosophy Policy that was adopted by the full Board. Bozeman Health, related organization, determines compensation for all officers and key employees. Form 990, Part VI, Section C, line 19 Tax documents required to be available for public inspection are available upon request. The audited financial statements are required to be attached to the Form 990 and provided to the Municipal Securities Rulemaking Board, which is our tax-exempt bonds trustee, via an on-line, central filing location called Electronic Municipal Market Access (EMMA). The financial statements can be obtained by the general public at the EMMA website. Form 990, Part XI, line 9: Transfer of Net Assets from Related Party 14,217,741. Change Investment of Foundation 16,727,107. Rocky Mountain Real Estate Holdings LLC 915 Highland Blvd Bozeman MT 59715 851058455 Property Acquisition MT 0 5506988 Bozeman Health Deaconess Hospital Rocky Mountain Real Estate Manager LLC 915 Highland Blvd Bozeman MT 59715 851033814 Property Management MT 0 0 Bozeman Health Deaconess Hospital Bozeman Deaconess Health Services (dba Bozeman Health) 915 Highland Blvd Bozeman MT 59715 810232121 Hospital and Healthcare Services MT 501(c)(3) Line 3 N/A 0 Bozeman Deaconess Foundation dba Bozeman Health Foundation 931 Highland Blvd Suite 3200 Bozeman MT 59715 841407943 Raise Funds to Support Bozeman Deaconess Health Services MT 501(c)(3) Line 7 Bozeman Deaconess Health Services 0 Deaconess Intercity Imagining LLC 915 Highland Blvd Bozeman MT 59715 810666871 Healthcare - Imaging Services MT N/A 0 0 Rocky Mountain Surgical Center LLC 1450 Ellis St Suite 101 Bozeman MT 59715 364462300 Healthcare - Surgical Services MT N/A 0 0 Bozeman HealthUSP Surgery Centers LLC 14201 Dallas Parkway Dallas TX 75254 823991148 Ambulatory Surgery Center TX N/A 0 0 Bozeman Deaconess Real Estate Development PO Box 10490 Bozeman MT 59719 205496567 Sale of Real Estate Property and Residences to Seniors MT N/A C 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 1 0 Part III Spanish Peaks Plaza, LLC became a 100% owned disregarded entity of Bozeman Deaconess Health Services, a related entity, during 2024.