Avera Marshall Foundation is located in Marshall, MN. Avera Marshall Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2016
Describe the Organization's Mission:
Part 3 - Line 1
FUNDRAISING
Describe the Organization's Program Activity:
Part 3 - Line 4a
DURING THE PERIOD JULY 1, 2015 TO JUNE 30, 2016, THE AVERA MARSHALL FOUNDATION ACCOMPLISHED THE FOLLOWING:A) CONTINUED SUPPORT OF AVERA CANCER INSTITUTE MARSHALL - FINANCIAL ASSISTANCE OF $167K WAS PROVIDED TO COVER OPERATING COSTS. B) MEDICINE BALL GALA- THE FIRST ANNUAL GALA WAS HELD IN JANUARY WITH PROCEEDS GOING TOWARDS CANCER CARE AT AVERA MARSHALL. APPROXIMATELY 100 PERSONS ATTENDED.C) GOLF TOURNAMENT - THE ANNUAL AVERA MARSHALL GOLF TOURNAMENT WAS HELD IN SEPTEMBER TO CONTINUE FUNDRAISING EFFORTS FOR THE CARING FOR LIFE FUND. OVER 100 PARTICIPANTS ASSISTED WITH THE SUCCESS OF THIS EVENT.D) N. BEN WEINER SCHOLARSHIP - THE AVERA MARSHALL FOUNDATION AWARDED $4,500 IN SCHOLARSHIPS TO EMPLOYEES OF AVERA MARSHALL. RECIPIENTS WERE SELECTED FROM APPLICATIONS AND APPROVED BY THE FOUNDATION BOARD.E) AVERA MEDICAL GROUP SCHOLARSHIP - THE AVERA MARSHALL FOUNDATION AWARDED TWO $1,000 SCHOLARSHIPS TO HIGH SCHOOL STUDENTS IN THE REGION WHO ARE MAJORING IN A MEDICAL RELATED FIELD. ONE MARSHALL SENIOR HIGH STUDENT AND ONE STUDENT FROM THE SURROUNDING COMMUNITIES WERE SELECTED FOR THE SCHOLARSHIP IN THE SPRING OF 2016.F) BABY BLANKETS & HATS - AVERA MARSHALL HAD 537 DELIVERIES IN FY16. THE AVERA MARSHALL FOUNDATION PROVIDES MATERIALS FOR AREA VOLUNTEERS TO KNIT AND SEW BABY HATS AND BLANKETS - ENOUGH TO PROVIDE ONE EACH, FREE OF CHARGE, TO EVERY BABY BORN AT AVERA MARSHALL.G) GRATEFUL PATIENT MAILING - EACH MONTH, A MAILING IS SENT OUT FROM THE AVERA MARSHALL FOUNDATION TO THE PREVIOUS MONTHS' PATIENTS OF AVERA MARSHALL ASKING FOR A DONATION. ALL MAILINGS ARE COMPLIANT WITH HIPPA REQUIREMENTS.H) EMPLOYEE CRISIS - THE AVERA MARSHALL FOUNDATION HAS A FUND SPECIFICALLY FOR HELPING AVERA MARSHALL EMPLOYEES IN TIMES OF CRISIS. THE FUND IS SUPPORTED BY DONATIONS FROM EMPLOYEES. FOR AN EMPLOYEE IN NEED, A REQUEST FORM IS FILLED OUT AND TURNED INTO THE HR OFFICER FOR DETERMINATION. UP TO $500 IN CASH IS GIVEN TO THE EMPLOYEE IF APPROVED.I) PLANNED GIVING - AVERA MARSHALL JOINED WITH OTHER REGIONAL AVERA FOUNDATIONS TO ENGAGE PHILANTHROCORP IN BOLSTERING PLANNED GIVING EFFORTS. AN INFORMATIONAL LUNCHEON WAS HELD WITH THE GROUP AND INTERESTED DONORS, WITH FOLLOW-UP WORK DONE BY PHILANTHROCORP. AVERA MARSHALL RECEIVED TWO PLANNED GIFTS IN FY16 FROM THIS EFFORT.J) MISC - OTHER ITEMS SUPPORTED BY THE AVERA MARSHALL FOUNDATION DURING FY16 INCLUDE:- CASH DONATION TO GRACE LIFE CHURCH- CASH PROVIDED TO AVERA MORNINGSIDE HEIGHTS CARE CENTER FOR BINGO NIGHT- PURCHASE OF ITUNES GIFT CARDS FOR THE MUSIC & MEMORIES PROGRAM AT AVERA MORNINGSIDE HEIGHTS- PURCHASE OF BOOKS FOR CHEMO PATIENTS AND FAMILIES
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Nick Schwarz Chair | OfficerTrustee | 0.2 | $0 |
Molly Simon Vice Chair | OfficerTrustee | 0.2 | $0 |
Kris Gruhot Board Member | Trustee | 0.2 | $0 |
Janel Wartner Board Member | Trustee | 0.2 | $0 |
James Fuhrmann Board Member | Trustee | 0.2 | $0 |
Christopher Foley Board Member | Trustee | 0.2 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $48,019 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $203,151 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $251,170 |
Total Program Service Revenue | $0 |
Investment income | $5,126 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $174,977 |
Net Income from Fundraising Events | -$1,588 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $429,685 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $1,173,275 |
Grants and other assistance to domestic individuals. | $6,500 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $4,632 |
Advertising and promotion | $0 |
Office expenses | $1,412 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $0 |
All other expenses | $0 |
Total functional expenses | $1,195,840 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $0 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |
Unrestricted restricted net Assets | $0 |
Temporarily restricted net Assets | $0 |
Permanently restricted net Assets or current funds | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Total net assets or fund balances | $0 |