Bozeman Deaconess Foundation

Analysis

Bozeman Deaconess Foundation is a registered charity in United States, based in Bozeman, MT. It received its IRS tax-exemption ruling in March 1998, 28 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Bozeman Deaconess Foundation reported income of $5.5m and spending of $5.0m, spending 92% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $4.0m to $5.5m (+36%), an average of +7.9% a year. The sharpest change came in the year to December 2020, when income rose by 165%. Over the whole period it spent 84% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Bozeman Deaconess Foundation sits at the 93rd percentile: it is larger than about 93% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 94th percentile within MT. Charities of a similar size with the same main cause include Yhb Charitable Endowment Inc ($5.4m), The Giving Kitchen Initiative Inc ($5.5m) and Peoria Area Community Foundation ($5.4m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 32% of the total. Compensation of current officers, directors and key employees was $333k (6.7% of expenses). Other salaries and wages came to $264k. It paid $18k in professional fundraising fees. At year end it held assets of $40.4m against liabilities of $1.1m, net assets of $39.3m. It reported 9 employees.