Avera Holy Family
- Assets
- $57.6m
- Revenue
- $30.6m
- Investments
- $38.8m
- Employees
- 215
- Location
- Estherville, IA
- Founding
- 03/1946
- Data as of
- 06/2022
- EIN
- 42-0680370
Organization Overview
Avera Holy Family is located in Estherville, IA. The organization was established in 1946. According to its NTEE Classification (E22) the organization is classified as: General Hospitals, under the broad grouping of Health Care and related organizations. As of 06/2022, Avera Holy Family employed 215 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Avera Holy Family is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Avera Holy Family generated $30.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.9% each year. All expenses for the organization totaled $27.1m during the year ending 06/2022. While expenses have increased by 1.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
PROMOTION OF HEALTH
Describe the Organization's Program Activity:
Part 3 - Line 4a
AVERA HOLY FAMILY'S MISSION IS TO PROVIDE HEALTHCARE SERVICES TO ESTHERVILLE, IOWA RESIDENTS AND RESIDENTS OF THE SURROUNDING AREA. AVERA HOLY FAMILY IS A 501(C)(3) ORGANIZATION AFFILIATED WITH AVERA HEALTH. AVERA HOLY FAMILY CONSISTS OF A 22-BED CRITICAL ACCESS HOSPITAL AND A CLINIC IN ESTHERVILLE, IOWA. THE PROGRAM SERVICES OFFERED INCLUDE PRIMARY CARE, GENERAL SURGERY, CARDIAC REHAB, NUCLEAR MEDICINE, ICU, EMERGENCY, ULTRASOUND, SPEECH THERAPY, PHYSICAL THERAPY AND OCCUPATIONAL THERAPY. AVERA HOLY FAMILY PROVIDES ACUTE CARE AND LONG-TERM HEALTHCARE SERVICES. FOLLOWING IS A BREAKDOWN OF THESE STATISTICS BY FACILITY:AVERA HOLY FAMILY HOSPITAL338 ACUTE INPATIENT DISCHARGES134 SWING-BED PATIENT DISCHARGES24,793 OUTPATIENT VISITS907 SWING-BED PATIENT DAYS17,249 CLINIC VISITSAVERA HOLY FAMILY MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FORGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY AND EQUIVALENT SERVICE STATISTICS. THE AMOUNT OF CHARGES FOREGONE, BASED ON ESTABLISHED RATES, WERE $192,925.AVERA HOLY FAMILY ALSO PROVIDES COMMUNITY BENEFIT HEALTH ACTIVITIES AT LESS THAN OR AT NO COST TO SUPPORT THOSE IN THE AREA SERVICED, SEE SCHEDULE H. AS A MEMBER OF THE AVERA HEALTH NETWORK, AVERA HOLY FAMILY UPHOLDS THE VISION OF THE PRESENTATION AND BENEDICTINE SISTERS TO WORK THROUGH COLLABORATION TO PROVIDE QUALITY, EFFECTIVE HEALTH MINISTRY AND TO IMPROVE THE HEALTHCARE OF INDIVIDUALS AND OUR COMMUNITIES THROUGH A REGIONALLY INTEGRATED NETWORK OF PERSONS AND INSTITUTIONS. AVERA HOLY FAMILY ENGAGES IN ACTIVITIES DESIGNED TO IMPROVE THE HEALTH OF INDIVIDUALS AND COMMUNITIES IN RESPONSE TO A CALLING TO HEAL THE SICK, THE ELDERLY, AND THE OPPRESSED.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joe Greig Chair | OfficerTrustee | 1 | $0 |
Roslyn Gunderson Vice Chair | OfficerTrustee | 1 | $0 |
Sr Janet Schumacher Board Member | Trustee | 1 | $0 |
Sr Sharon Haas Board Member | Trustee | 1 | $0 |
Mike Cornwall Board Member | Trustee | 1 | $0 |
Kathy Preston Board Member | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Docs Emergency Medicine Inc Medical/locum Services | 6/29/22 | $1,757,377 |
Avera Mckennan Medical Services | 6/29/22 | $6,097,222 |
Avera Health Shared Services | 6/29/22 | $487,438 |
Psychiatric Medical Care Llc Medical Services | 6/29/22 | $436,794 |
Woodward Anesthesia Services Pc Medical Professional Services | 6/29/22 | $345,078 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,990 |
| Government grants | $462,151 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $467,141 |
| Total Program Service Revenue | $29,654,236 |
| Investment income | $3,741 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $20,014 |
| Net Gain/Loss on Asset Sales | $496,312 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $30,648,640 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $21,134 |
| Grants and other assistance to domestic individuals. | $0 |
| 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 | $10,879,596 |
| Pension plan accruals and contributions | $617,096 |
| Other employee benefits | $1,801,350 |
| Payroll taxes | $758,541 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,800 |
| Fees for services: Lobbying | $3,039 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $5,725,937 |
| Advertising and promotion | $9,342 |
| Office expenses | $483,218 |
| Information technology | $613,934 |
| Royalties | $0 |
| Occupancy | $468,521 |
| Travel | $24,640 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $23,695 |
| Interest | $111,419 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,519,947 |
| Insurance | $193,828 |
| All other expenses | $191,859 |
| Total functional expenses | $27,141,163 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $777,128 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,462,165 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $603,167 |
| Prepaid expenses and deferred charges | $138,368 |
| Net Land, buildings, and equipment | $13,234,498 |
| Investments—publicly traded securities | $1,572,258 |
| Investments—other securities | $38,772,402 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | -$7,920 |
| Total assets | $57,552,066 |
| Accounts payable and accrued expenses | $1,740,704 |
| Grants payable | $0 |
| Deferred revenue | $524,727 |
| Tax-exempt bond liabilities | $1,545,000 |
| 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 | $2,011,672 |
| Total liabilities | $5,822,103 |
| Net assets without donor restrictions | $50,892,139 |
| Net assets with donor restrictions | $837,824 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $57,552,066 |
Grants Awarded
Over the last fiscal year, Avera Holy Family has awarded $25,873 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
REGIONAL TRANSIT AUTHORITY ART PURPOSE: Support Estherville community transportation | $7,500 |
CITY OF ESTHERVILLE PURPOSE: Community/Athletic support | $5,500 |
ESTHERVILLE LINCOLN CENTRAL COMMUNITY SCHOOL DISTRICT PURPOSE: School General & Wellness support | $12,873 |