Nonprofit · EIN 41-0919153
AVERA MARSHALL
Tax-exempt · MARSHALL, MN 56258
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $162,783,478 | $158,090,752 | $4,692,726 | $103,310,659 | $23,825,079 | $79,485,580 |
| June 30, 2024 | 990 | $151,414,803 | $147,028,201 | $4,386,602 | $101,603,031 | $28,220,083 | $73,382,948 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $888,919
- of which government grants
- $651,749
- Program service revenue
- $160,518,140
- Investment income
- $967,868
- Net rental income
- $143,388
- Net gain from sales of assets
- $926,137
- Other revenue
- $408,551
Expenses
- Grants and similar amounts paid
- $3,969
- Compensation of officers, directors and key employees
- $1,834,436
- Other salaries and wages
- $58,844,403
- Salaries, compensation and benefits (total)
- $73,974,825
- Professional fundraising fees
- $0
- Legal fees
- $277,430
- Occupancy
- $2,341,086
- Travel
- $921,813
- Depreciation
- $6,048,350
- Program services (functional)
- $144,628,164
- Management and general (functional)
- $13,461,297
- Fundraising (functional)
- $1,291
Balance sheet and other
- Total assets, start of year
- $101,603,031
- Total assets, end of year
- $103,310,659
- Total liabilities, end of year
- $23,825,079
- Net assets, end of year
- $79,485,580
- Land, buildings and equipment
- $47,643,423
- Net assets without donor restrictions
- $74,975,606
- Net assets with donor restrictions
- $4,509,974
- Gross unrelated business income
- $24,186
- Gross receipts
- $162,870,065
- Employees
- 905
- Volunteers
- 19
- Year formed
- 1944
- 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 |
|---|---|---|---|---|---|
| Julie Lautt | CFO Avera Health;Secretary/Treasurer Officer | 0.1 | $0 | $1,274,363 | $20,218 |
| Curtis Louwagie MD | Board Member/Opthalmology Trustee or director | 41.5 | $1,003,068 | $0 | $59,664 |
| Emmy Ho MD | Orthopedics & Surgery Highest-paid employee | 40 | $920,179 | $0 | $51,916 |
| Ajay Shalwala MD | Ophthalmology Highest-paid employee | 40 | $835,686 | $0 | $29,907 |
| Jonna Maas MD | Internal Medicine & Hospitalist Highest-paid employee | 40 | $751,414 | $0 | $51,085 |
| Arthur Rillo MD | Family Medicine/OB Highest-paid employee | 40 | $700,295 | $0 | $52,408 |
| Timothy Michals MD | Pediatrics & Internal Medicine Highest-paid employee | 40 | $648,919 | $0 | $18,180 |
| Debbie Streier | Regional President & CEO Trustee or director, Officer | 40 | $0 | $578,020 | $18,180 |
| Jill Vroman DO | Vice Chair/Family Medicine/OB Trustee or director, Officer | 41.5 | $468,028 | $0 | $52,638 |
| Rhonda Wiering - Board Member | (Beg Jan)/AAH VP Clinical Growth Trustee or director | 1.5 | $0 | $155,368 | $42,847 |
| Amanda Sieling | Chair Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| Karie Novak | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Greg Goepferich | Board Member (Through Dec.) Trustee or director | 1.5 | $0 | $0 | $0 |
| Sharon Hennen | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Tom Lorang Ed D | Board Member/System Member Trustee or director | 1.5 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LaVonne Koenen | Board Member Trustee or director | 1.5 | $0 |
| Tim O'Leary | Board Member Trustee or director | 1.5 | $0 |
| Sr Jodie Zimmerman | Board Member Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Julie Lautt | CFO Avera Health;Secretary/Treasurer Officer | 0.1 | $0 | $1,203,675 | $19,401 |
| Emmy Ho MD | Orthopedics & Surgery Highest-paid employee | 40 | $861,900 | $0 | $49,937 |
| Curtis Louwagie MD | Board Member/Opthalmology Trustee or director | 41.5 | $846,339 | $0 | $57,633 |
| Daniel Lister MD | Orthopedics & Surgery Highest-paid employee | 40 | $838,382 | $0 | $45,097 |
| Jonna Maas MD | Internal Medicine & Hospitalist Highest-paid employee | 40 | $768,315 | $0 | $49,234 |
| Arthur Rillo MD | Family Medicine/OB Highest-paid employee | 40 | $717,909 | $0 | $50,241 |
| Timothy Michals MD | Pediatrics & Internal Medicine Highest-paid employee | 40 | $695,654 | $0 | $17,435 |
| Jill Vroman DO | Board Member/Family Medicine/OB Trustee or director | 41.5 | $510,393 | $0 | $50,971 |
| Debbie Streier | Regional President & CEO Trustee or director, Officer | 40 | $0 | $489,400 | $17,435 |
| Stephen Crim | Board Member/Ministerial Juridic Trustee or director | 1.5 | $0 | $64,095 | $0 |
| George Jorgensen | Chair Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| Amanda Sieling | Vice Chair Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| Quentin Fixen | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Greg Goepferich | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Sharon Hennen | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Laurie Johansen | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Sr Janice Klein | Board Member (End 02/2024) Trustee or director | 1.5 | $0 | $0 | $0 |
| LaVonne Koenen | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Tim O'Leary | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Joyce Strootman | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
| Sr Jodie Zimmerman | Board Member Trustee or director | 1.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 S BRUCE ST, MARSHALL, MN 56258-1934
- Principal officer (990 for 2024)
- Debbie Streier, 300 S Bruce Street, Marshall, MN 562581934
- Signed the 990
- Julie Lautt, CFO Avera Health
- Phone
- (507) 532-9661
- Website
- www.avera.org
- Return prepared by
- Eide Bailly LLP
Mission
Avera is a health ministry rooted in the gospel. Our mission is to make a positive impact in the lives and health of persons and communities by providing quality services guided by Christian values.
Program accomplishments
- Avera Marshall's mission is to provide healthcare services to Marshall, Minnesota residents and residents of the surrounding area. Avera Marshall is a 501(c)(3) organization affiliated with Avera Health. Avera Marshall consists of a 25-bed critical access hospital plus 10 behavioral health beds and a 76-bed nursing home in Marshall, Minnesota, seven physician clinics and five optometry clinics. The program services offered include primary care, general surgery, audiology, ENT, cardiology, neurology (via telemed), endocrinology, dermatology, pediatrics, orthopedics, OB/GYN, urology, oncology, palliative care, pulmonology, podiatry, psychiatry, nephrology, radiology, optometry, ophthalmology, wound care, level III trauma center, ICU, speech therapy, physical therapy, and occupational therapy. Avera Marshall provides acute care and long-term healthcare services. Following is a breakdown of these statistics by facility:Avera Marshall Hospital 1,306 Acute patient discharges 343 Newborn patient discharges 4 Swing bed patient discharges 85,673 Outpatient visits 36 Swing-bed patient days 525 Newborn patient days 56,640 Clinic visitsAvera Morningside Heights Care Center 26,814 Long-term resident days 140 Long Term Care patient dischargesAvera Marshall 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 $2,896,784.Avera Marshall 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 Marshall 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 Marshall 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.Expenses $144,628,164 · grants $3,969 · revenue $160,759,117
What it must file and when
IRS records say it files Not required (state instrumentality). 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
- 41-0919153
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- June
- Files
- Not required (state instrumentality)
- Category (NTEE)
- Health care (E20)
- Assets (IRS master file)
- $103,310,659
- Income (IRS master file)
- $162,870,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $162,783,478 | $158,090,752 | $103,310,659 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $151,414,803 | $147,028,201 | $101,603,031 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $138,556,100 | $134,851,280 | $91,701,135 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $143,907,667 | $136,292,238 | $101,604,276 | 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 41-0919153).
Questions about AVERA MARSHALL
- What is the EIN of AVERA MARSHALL?
- The employer identification number (EIN) of AVERA MARSHALL is 41-0919153.
- Is AVERA MARSHALL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to AVERA MARSHALL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AVERA MARSHALL file?
- Form Not required (state instrumentality).
- When is the next return of AVERA MARSHALL 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 AVERA MARSHALL 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 AVERA MARSHALL?
- The 990 for the year ended June 30, 2025 names Debbie Streier.
- Who are the officers and directors of AVERA MARSHALL?
- The 990 for the year ended June 30, 2025 lists 18 people; 7 received compensation from the organization.
- How much revenue does AVERA MARSHALL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $162,783,478, expenses of $158,090,752 and total assets of $103,310,659 at year end.
Other nonprofits in MARSHALL
- WESTERN MENTAL HEALTH CENTER INC EIN 41-0877940 · last filed 990 for 2025
- SOUTHWEST MINNESOTA STATE UNIVERSITY FOUNDATION INC SMSU FDN EIN 23-7108470 · last filed 990 for 2025
- SOUTHWEST MINNESOTA PRIVATE INDUSTRY COUNCIL INC EIN 41-1487964 · last filed 990 for 2025
- CHILD CARE AND NUTRITION INC EIN 41-1496910 · last filed 990 for 2025
- PRAIRIE HOME HOSPICE INC EIN 41-1494079 · last filed 990 for 2025
- MARSHALL AREA YOUNG MENS CHRISTIAN ASSOCIATION EIN 41-1984589 · last filed 990 for 2024
- MARSHALL GOLF CLUB INC EIN 41-0395645 · last filed 990 for 2024
- HOPE HARBOR EIN 20-0652270 · last filed 990 for 2024