Nonprofit · EIN 20-0360007
ESSENTIA HEALTH
Also known as DAVID HERMAN MBR
Tax-exempt · DULUTH, MN 55805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $400,833,680 | $382,968,872 | $17,864,808 | $996,812,762 | $439,277,156 | $557,535,606 |
| June 30, 2024 | 990 | $369,876,260 | $350,377,026 | $19,499,234 | $869,746,602 | $369,547,738 | $500,198,864 |
| June 30, 2023 | 990 | $348,209,105 | $340,166,174 | $8,042,931 | $723,173,585 | $294,668,684 | $428,504,901 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $606,875
- of which government grants
- $503,873
- Program service revenue
- $364,085,651
- Investment income
- $27,336,417
- Net rental income
- $4,000
- Net gain from sales of assets
- $10,599,084
- Other revenue
- $8,804,737
Expenses
- Grants and similar amounts paid
- $622
- Compensation of officers, directors and key employees
- $11,139,677
- Other salaries and wages
- $224,924,997
- Salaries, compensation and benefits (total)
- $301,701,059
- Professional fundraising fees
- $0
- Legal fees
- $2,855,113
- Accounting fees
- $546,209
- Occupancy
- $838,917
- Travel
- $2,636,770
- Depreciation
- $3,343,376
- Program services (functional)
- $186,560,759
- Management and general (functional)
- $196,408,113
Balance sheet and other
- Total assets, start of year
- $869,746,602
- Total assets, end of year
- $996,812,762
- Total liabilities, end of year
- $439,277,156
- Net assets, end of year
- $557,535,606
- Land, buildings and equipment
- $35,553,377
- Publicly traded securities
- $10,673
- Net assets without donor restrictions
- $557,473,167
- Net assets with donor restrictions
- $62,439
- Gross unrelated business income
- $7,588,694
- Gross receipts
- $727,956,757
- Employees
- 3,459
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID HERMAN MD | CHIEF EXECUTIVE OFFICER Officer | 60 | $3,582,443 | $0 | $410,785 |
| JODI MANSFIELD | EXECUTIVE VICE PRESIDENT, COO Key employee | 60 | $1,682,569 | $0 | $203,612 |
| TRACI MORRIS | CHIEF FINANCIAL OFFICER/TREASURER Officer | 40 | $1,054,730 | $0 | $144,686 |
| LLOYD KETCHUM MD | BD DIRECTOR/REL ORG PHYS & DIV CHAIR Trustee or director | 2 | $20,000 | $1,098,019 | $71,589 |
| BRADLEY BEARD | CHIEF OPERATING OFFICER - EAST Key employee | 1 | $0 | $1,000,148 | $179,046 |
| WILLIAM HEEGAARD MD | PRES-EAST THRU 4/24/FRMR PRES-WEST Key employee | 1 | $0 | $975,947 | $122,346 |
| CHARLES WATSON | CHIEF INFORMATION OFFICER Highest-paid employee | 60 | $859,620 | $0 | $145,067 |
| DIANE DAVIDSON | CHIEF HUMAN RESOURCES OFF THRU 4/24 Key employee | 60 | $839,519 | $0 | $145,461 |
| KRISTA SKORUPA MD | PRESIDENT - EAST Key employee | 1 | $0 | $806,396 | $146,142 |
| KARYN BAUM MD | CHIEF TRANSFORMATION OFF THRU 1/24 Highest-paid employee | 60 | $911,354 | $0 | $32,365 |
| JASON SCHULTZ MD | CHIEF MEDICAL OFFICER - EAST Key employee | 1 | $0 | $771,443 | $171,138 |
| ROBERT GREEN | SNR VICE PRES, FINANCIAL OPERATIONS Highest-paid employee | 59 | $782,582 | $0 | $151,254 |
| RICHARD VETTER MD | CMO - WEST THRU 12/24 Key employee | 1 | $0 | $775,719 | $150,321 |
| MICHAEL WATTERS | CHIEF LEGAL OFFICER/SECRETARY Officer | 40 | $773,128 | $0 | $151,399 |
| GRATIA PITCHER MD | CHIEF MEDICAL OFFICER Key employee | 60 | $752,537 | $0 | $151,803 |
30 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH MANNEY KURTH MD | CHIEF MEDICAL INFORMATION OFFICER Highest-paid employee | 60 | $712,811 | $0 | $153,626 |
| AL HURLEY | CHIEF OPERATING OFFICER - WEST Key employee | 1 | $0 | $706,163 | $129,814 |
| RHONDA KAZIK | CHIEF NURSE EXECUTIVE Key employee | 54 | $0 | $685,390 | $133,586 |
| KEVIN CASEY MD | FORMER CHIEF MEDICAL OFFICER Former | 0 | $817,015 | $0 | $0 |
| MELANIE WILSON | SNR VICE PRES, REVENUE SERVICES Highest-paid employee | 60 | $639,866 | $0 | $142,138 |
| MARK THOMPSON MD | PRESIDENT - WEST THRU 7/24 Key employee | 1 | $0 | $702,130 | $40,293 |
| STEFANIE GEFROH ELLISON MD | BD DIRECTOR THRU 2/25/PRESIDENT-WEST Trustee or director | 2 | $30,000 | $532,220 | $66,878 |
| JOSHUA HONEYMAN MD | BD DIRECTOR/REL ORG PHYS & DIV CHAIR Trustee or director | 2 | $0 | $530,437 | $63,080 |
| ANNE STEPHEN MD | CMO - EAST THRU 5/24 Key employee | 1 | $0 | $499,103 | $70,794 |
| JANE RUDD MD | BD DIRECTOR/REL ORG PHYS & DIV CHAIR Trustee or director | 2 | $20,000 | $313,756 | $64,738 |
| JOHN VON ARB | INTERIM CHRO Key employee | 60 | $329,329 | $0 | $51,683 |
| FRANK MODICH | FORMER INTERIM CHIEF LEGAL OFFICER Former | 60 | $280,924 | $0 | $28,902 |
| PETER HENRY MD | FORMER CHIEF MEDICAL OFFICER Former | 0 | $0 | $111,544 | $8,922 |
| SHEILA HART | FORMER SNR VP-INT CARE DELIVERY Former | 0 | $108,020 | $0 | $0 |
| ALAN HODNIK | BOARD CHAIR Trustee or director, Officer | 2 | $45,000 | $0 | $0 |
| KEVIN MOUG | BOARD DIRECTOR Trustee or director | 2 | $30,000 | $0 | $0 |
| LAURIE LEWANDOWSKI | BOARD DIRECTOR Trustee or director | 2 | $23,375 | $0 | $0 |
| GEORGE GOLDFARB | BOARD VICE CHAIR THRU 9/24 Trustee or director, Officer | 2 | $22,500 | $0 | $0 |
| KIMBERLY STOKES | BOARD DIRECTOR Trustee or director | 2 | $22,500 | $0 | $0 |
| MARK RONNEI | BOARD VICE CHAIR Trustee or director, Officer | 2 | $20,000 | $0 | $0 |
| SANDEEP WADHWA MD | BOARD DIRECTOR Trustee or director | 2 | $1,296 | $0 | $0 |
| DAVID MCMILLAN | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| FRANK FREDERICKSON | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LEANN LITTLEWOLF | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PATRICK COURNEYA MD | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SISTER BEVERLY RAWAY | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SISTER CLARE MARIE TRETTEL | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SISTER KATHLEEN HOFER | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SISTER THERESE CARSON | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TIM PAWLENTY | BOARD DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 44 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID HERMAN MD | CHIEF EXECUTIVE OFFICER Officer | 60 | $3,045,950 | $0 | $361,993 |
| JODI MANSFIELD | EXECUTIVE VICE PRESIDENT, COO Key employee | 60 | $1,450,081 | $0 | $181,697 |
| LLOYD KETCHUM MD | BD DIRECTOR/REL ORG PHYS & DIV CHAIR Trustee or director | 3 | $0 | $1,188,768 | $68,263 |
| BRADLEY BEARD | CHIEF OPERATING OFFICER - EAST Key employee | 1 | $0 | $1,073,967 | $159,414 |
| WILLIAM HEEGAARD MD | PRES-EAST THRU 4/24/FRMR PRES-WEST Key employee | 1 | $0 | $879,244 | $182,878 |
| TRACI MORRIS | CHIEF FINANCIAL OFFICER/TREASURER Officer | 42 | $900,190 | $0 | $125,852 |
| KARYN BAUM MD | CHIEF TRANSFORMATION OFF THRU 1/24 Highest-paid employee | 60 | $827,055 | $0 | $151,032 |
| KEVIN CASEY MD | CHIEF MEDICAL OFFICER THRU 10/23 Key employee | 57 | $828,826 | $0 | $141,717 |
| DANIEL NIKCEVICH MD | FORMER PRESIDENT - EAST Former | 0 | $0 | $838,948 | $60,230 |
| RICHARD VETTER MD | INTERIM PRES-WEST THRU 8/23/CMO-WEST Key employee | 1 | $0 | $725,972 | $131,548 |
| AL HURLEY | CHIEF OPERATING OFFICER - WEST Key employee | 1 | $0 | $741,059 | $111,212 |
| DIANE DAVIDSON | CHIEF HUMAN RESOURCES OFF THRU 4/24 Key employee | 60 | $685,804 | $0 | $134,402 |
| ROBERT GREEN | SNR VICE PRES, FINANCIAL OPERATIONS Highest-paid employee | 60 | $645,032 | $0 | $140,047 |
| CHARLES WATSON | CHIEF INFORMATION OFFICER Highest-paid employee | 60 | $645,626 | $0 | $134,073 |
| MICHAEL WATTERS | CHIEF LEGAL OFFICER/SECRETARY Officer | 42 | $645,998 | $0 | $132,655 |
| ANNE STEPHEN MD | CHIEF MEDICAL OFF - EAST THRU 5/24 Key employee | 1 | $0 | $644,847 | $124,684 |
| RHONDA KAZIK | CHIEF NURSE EXECUTIVE Key employee | 54 | $0 | $555,556 | $115,867 |
| MELANIE WILSON | SENIOR VICE PRES, REVENUE SERVICES Highest-paid employee | 60 | $539,144 | $0 | $123,370 |
| SARAH MANNEY KURTH MD | CHIEF MEDICAL INFORMATION OFFICER Highest-paid employee | 60 | $507,408 | $0 | $120,626 |
| JON PRYOR MD | PRESIDENT - EAST THRU 1/23 Key employee | 0 | $0 | $591,355 | $9,781 |
| STEFANIE GEFROH ELLISON MD | BD DIRECT/REL ORG INTERIM CMO & PHYS Trustee or director | 3 | $0 | $488,999 | $68,680 |
| KRISTA SKORUPA MD | PRESIDENT - EAST Key employee | 1 | $0 | $469,439 | $86,202 |
| GRATIA PITCHER MD | CHIEF MEDICAL OFFICER Key employee | 60 | $472,648 | $0 | $58,675 |
| JANE RUDD MD | BD DIRECTOR/REL ORG PHYS & DIV CHAIR Trustee or director | 3 | $20,000 | $304,188 | $64,683 |
| MARK THOMPSON MD | PRESIDENT - WEST Key employee | 1 | $0 | $258,393 | $47,471 |
| FRANK MODICH | FORMER INTERIM CHIEF LEGAL OFFICER Former | 60 | $260,107 | $0 | $26,520 |
| SHEILA HART | SNR VP-INT CARE DELIVERY THRU 3/23 Key employee | 60 | $222,155 | $0 | $14,938 |
| ROBERT NORMAN | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $216,000 | $0 | $0 |
| PETER HENRY MD | FORMER CHIEF MEDICAL OFFICER Former | 0 | $0 | $118,625 | $8,098 |
| JOHN SMYLIE | FORMER CHIEF OPERATING OFFICER Former | 0 | $120,000 | $0 | $0 |
| TIMOTHY SAYLER | FRMR CHIEF OPERATING OFFICER - WEST Former | 0 | $0 | $116,149 | $0 |
| ALAN HODNIK | BOARD CHAIR Trustee or director, Officer | 3 | $45,000 | $0 | $0 |
| GEORGE GOLDFARB | BOARD VICE CHAIR Trustee or director, Officer | 3 | $30,000 | $0 | $0 |
| KEVIN MOUG | BOARD DIRECTOR Trustee or director | 3 | $30,000 | $0 | $0 |
| KIMBERLY STOKES | BOARD DIRECTOR Trustee or director | 3 | $30,000 | $0 | $0 |
| LAURIE LEWANDOWSKI | BOARD DIRECTOR Trustee or director | 3 | $24,500 | $0 | $0 |
| DAVID GADDIE | BOARD DIRECTOR THRU 12/23 Trustee or director | 3 | $20,000 | $0 | $0 |
| DEAN AGER | BOARD DIRECTOR THRU 12/23 Trustee or director | 3 | $20,000 | $0 | $0 |
| JAMES ANDERSON | BOARD DIRECTOR THRU 12/23 Trustee or director | 3 | $20,000 | $0 | $0 |
| MARK RONNEI | BOARD DIRECTOR Trustee or director | 3 | $20,000 | $0 | $0 |
| WALTER LEINO MD | BOARD DIRECTOR THRU 12/23 Trustee or director | 3 | $20,000 | $0 | $0 |
| SISTER BEVERLY RAWAY | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| SISTER CLARE MARIE TRETTEL | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| SISTER KATHLEEN HOFER | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 42 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID HERMAN MD | CHIEF EXECUTIVE OFFICER Officer | 60 | $3,035,950 | $0 | $321,531 |
| JODI MANSFIELD | EXECUTIVE VICE PRESIDENT, COO Key employee | 60 | $1,681,487 | $0 | $159,377 |
| JON PRYOR MD | PRESIDENT - EAST THRU 1/23 Key employee | 1 | $0 | $1,131,335 | $37,830 |
| TRACI MORRIS | CHIEF FINANCIAL OFFICER/BD TREASURER Officer | 60 | $987,247 | $0 | $105,691 |
| BRADLEY BEARD | CHIEF OPERATING OFFICER - EAST Key employee | 1 | $0 | $932,410 | $137,485 |
| WILLIAM HEEGAARD MD | PRESIDENT - WEST Key employee | 1 | $0 | $902,097 | $138,409 |
| KARYN BAUM MD | CHIEF TRANSFORMATION OFFICER Highest-paid employee | 60 | $877,389 | $0 | $155,407 |
| ANNE STEPHEN MD | CHIEF MEDICAL OFFICER - EAST Key employee | 1 | $0 | $876,444 | $107,371 |
| DANIEL NIKCEVICH MD | FORMER PRESIDENT - EAST Former | 0 | $0 | $908,427 | $58,140 |
| KEVIN CASEY MD | CHIEF MEDICAL OFFICER Key employee | 57 | $816,807 | $0 | $130,502 |
| DIANE DAVIDSON | CHIEF HUMAN RESOURCES OFFICER Key employee | 60 | $735,048 | $0 | $110,023 |
| CHARLES WATSON | CHIEF INFORMATION OFFICER Highest-paid employee | 60 | $718,019 | $0 | $119,809 |
| RICHARD VETTER MD | CHIEF MEDICAL OFFICER - WEST Key employee | 1 | $0 | $714,040 | $109,548 |
| MICHAEL WATTERS | CHIEF LEGAL OFFICER/BOARD SECRETARY Key employee | 60 | $656,503 | $0 | $115,933 |
| AL HURLEY | CHIEF OPERATING OFFICER - WEST Key employee | 1 | $0 | $624,072 | $92,838 |
| SHEILA HART | SNR VP-INT CARE DELIVERY THRU 3/23 Key employee | 60 | $617,715 | $0 | $91,098 |
| PETER HENRY MD | CHIEF MEDICAL OFFICER THRU 6/22 Key employee | 57 | $371,895 | $239,408 | $60,578 |
| STEFANIE GEFROH ELLISON MD | BOARD DIRECTOR Trustee or director | 3 | $30,000 | $574,111 | $64,402 |
| SARAH MANNEY KURTH MD | CHIEF MEDICAL INFORMATION OFFICER Highest-paid employee | 60 | $536,936 | $0 | $104,670 |
| RHONDA KAZIK | CHIEF NURSING OFFICER Key employee | 54 | $0 | $538,327 | $90,800 |
| MELANIE WILSON | SENIOR VP-REVENUE SERVICES Highest-paid employee | 60 | $502,567 | $0 | $112,752 |
| DEBORAH WELLE-POWELL | CHF POPULATION HEALTH OFF THRU 6/22 Key employee | 60 | $540,768 | $0 | $45,518 |
| MARIA BEAVER MD | PHYSICIAN LEADER Highest-paid employee | 60 | $399,750 | $0 | $23,402 |
| JANE RUDD MD | BOARD DIRECTOR Trustee or director | 3 | $20,000 | $306,539 | $64,747 |
| FRANK MODICH | FORMER INTERIM CHIEF LEGAL OFFICER Former | 60 | $264,010 | $0 | $25,898 |
| ROBERT NORMAN | FORMER CHIEF FINANCIAL OFFICER Former | 0 | $216,000 | $0 | $0 |
| DENNIS DASSENKO | FORMER CHIEF INFORMATION OFFICER Former | 0 | $159,467 | $0 | $0 |
| TIMOTHY SAYLER | FORMER CHIEF OPERATING OFFICER-WEST Former | 0 | $0 | $143,333 | $0 |
| JOHN SMYLIE | FORMER CHIEF OPERATING OFFICER Former | 0 | $120,000 | $0 | $0 |
| DAVID GADDIE | BOARD CHAIR THRU 12/22/BRD DIRECTOR Trustee or director, Officer | 3 | $45,000 | $0 | $0 |
| GEORGE GOLDFARB | BOARD VICE CHAIR Trustee or director, Officer | 3 | $30,000 | $0 | $0 |
| KEVIN MOUG | BOARD DIRECTOR Trustee or director | 3 | $30,000 | $0 | $0 |
| KIMBERLEY STOKES | BOARD DIRECTOR Trustee or director | 3 | $30,000 | $0 | $0 |
| LAURIE LEWANDOWSKI | BOARD DIRECTOR Trustee or director | 3 | $25,375 | $0 | $0 |
| MARK RONNEI | BOARD DIRECTOR Trustee or director | 3 | $21,500 | $0 | $0 |
| JAMES ANDERSON | BOARD DIRECTOR Trustee or director | 3 | $20,500 | $0 | $0 |
| ALAN HODNIK | BOARD CHAIR Trustee or director, Officer | 3 | $20,000 | $0 | $0 |
| DEAN AGER | BOARD DIRECTOR Trustee or director | 3 | $20,000 | $0 | $0 |
| WALTER LEINO MD | BOARD DIRECTOR Trustee or director | 3 | $20,000 | $0 | $0 |
| SISTER BEVERLY RAWAY | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| SISTER CLARE MARIE TRETTEL | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| SISTER KATHLEEN HOFER | BOARD DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 502 E 2ND ST, DULUTH, MN 55805-1913
- In care of
- % TRACI MORRIS CFO
- Principal officer (990 for 2024)
- DAVID HERMAN MD, 502 E 2ND ST, DULUTH, MN 55805
- Signed the 990
- MARK BORTNEM, CHIEF FINANCIAL OFFICER
- Phone
- (218) 786-8376
- Website
- WWW.ESSENTIAHEALTH.ORG
- Return prepared by
- RSM US LLP
Mission
WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.
Program accomplishments
- ESSENTIA HEALTH IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND RELIGIOUS PURPOSES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS AS LISTED ON SCHEDULE A OF FORM 990, ALL OF WHICH ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM"). THE SYSTEM SERVES PATIENTS IN MINNESOTA, NORTH DAKOTA, AND WISCONSIN. HEADQUARTERED IN DULUTH, MINNESOTA, THE SYSTEM COMBINES THE STRENGTHS AND TALENTS OF NEARLY 16,000 EMPLOYEES, INCLUDING MORE THAN 2,300 PHYSICIANS AND ADVANCED PRACTITIONERS, WHO SERVE OUR PATIENTS AND COMMUNITIES THROUGH THE MISSION OF BEING CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. THE SYSTEM, WHICH INCLUDES MANY CATHOLIC FACILITIES, IS GUIDED BY THE VALUES OF QUALITY, HOSPITALITY, RESPECT, JOY, JUSTICE, STEWARDSHIP, AND TEAMWORK. THE SYSTEM DELIVERS ON ITS MISSION BY HAVING PATIENT-CENTERED FOCUS AT 14 HOSPITALS, APPROXIMATELY 80 CLINICS, SIX LONG-TERM CARE FACILITIES, TWO ASSISTED LIVING FACILITIES, THREE INDEPENDENT LIVING FACILITIES, SEVERAL REHABILITATION CENTERS, SEVEN AMBULANCE SERVICES, 29 RETAIL PHARMACIES, HOME HEALTH SERVICES, AND ONE RESEARCH INSTITUTE. THE SYSTEM SERVES A PREDOMINANTLY RURAL POPULATION WHOSE MEDIAN INCOMES GENERALLY FALL BELOW THE AVERAGES OF THE STATES WHERE THEY LIVE. THE PRESENCE OF OUR CLINICS AND HOSPITALS ENSURES THAT PEOPLE WITH FEW ECONOMIC RESOURCES DO NOT HAVE TO DRIVE AN HOUR OR MORE TO RECEIVE BASIC (AND IN SOME CASES LIFESAVING) MEDICAL CARE. THE LEGAL ENTITIES COMPRISING THE SYSTEM FILE SEPARATE FORM 990S.AT FISCAL YEAR ENDED JUNE 30, 2025, THE SYSTEM'S CONSOLIDATED TOTAL OPERATING REVENUE WAS $3,283,926,000 AND CONSOLIDATED INCOME FROM OPERATIONS WAS $71,629,000.THE SYSTEM'S HOSPITALS HAVE A TOTAL OF 1,202 LICENSED BEDS WHICH PROVIDED OVER 215,000 HOSPITAL PATIENT DAYS AND NEARLY 831,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE CLINICS HAD 2.2 MILLION ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, THE SYSTEM PROVIDED TOTAL COMMUNITY BENEFITS OF NEARLY $181 MILLION WHICH INCLUDED COSTS OF PROVIDING CHARITY CARE, COSTS IN EXCESS OF MEDICAID PAYMENTS, MEDICAID SURCHARGE, MINNESOTACARE TAX, COMMUNITY BUILDING ACTIVITIES AND SERVICES, HEALTH PROFESSIONALS EDUCATION, AND RESEARCH.Expenses $186,560,759 · grants $622 · revenue $364,085,651
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0360007
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $996,812,762
- Income (IRS master file)
- $727,956,757
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $400,833,680 | $382,968,872 | $996,812,762 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $369,876,260 | $350,377,026 | $869,746,602 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $348,209,105 | $340,166,174 | $723,173,585 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $416,911,579 | $286,957,827 | $630,123,333 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0360007).
Questions about ESSENTIA HEALTH
- What is the EIN of ESSENTIA HEALTH?
- The employer identification number (EIN) of ESSENTIA HEALTH is 20-0360007.
- Is ESSENTIA HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ESSENTIA HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ESSENTIA HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ESSENTIA HEALTH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESSENTIA HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ESSENTIA HEALTH?
- The 990 for the year ended June 30, 2025 names DAVID HERMAN MD.
- Who are the officers and directors of ESSENTIA HEALTH?
- The 990 for the year ended June 30, 2025 lists 45 people; 25 received compensation from the organization, the highest $3,582,443 (DAVID HERMAN MD, CHIEF EXECUTIVE OFFICER).
- How much revenue does ESSENTIA HEALTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $400,833,680, expenses of $382,968,872 and total assets of $996,812,762 at year end.
Other nonprofits in DULUTH
- SMDC MEDICAL CENTER EIN 41-1878730 · last filed 990 for 2025
- ST MARYS MEDICAL CENTER EIN 41-0695604 · last filed 990 for 2025
- ST LUKES HOSPITAL OF DULUTH EIN 41-0714079 · last filed 990 for 2025
- DULUTH CLINIC LTD EIN 41-0883623 · last filed 990 for 2025
- DULUTH HEALTH SERVICES EIN 41-1843283 · last filed 990 for 2025
- LAKE SUPERIOR COMMUNITY HEALTH CENTER EIN 23-7167576 · last filed 990 for 2024
- RURAL HEALTH RESOURCE CENTER EIN 41-1797630 · last filed 990 for 2025
- ESSENTIA HEALTH SURGERY CENTERS EIN 88-1577422 · last filed 990 for 2025