Nonprofit · EIN 41-1878730
SMDC MEDICAL CENTER
Tax-exempt · DULUTH, MN 55805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $846,313,426 | $828,772,772 | $17,540,654 | $1,093,978,165 | $836,534,946 | $257,443,219 |
| June 30, 2024 | 990 | $796,444,043 | $769,749,778 | $26,694,265 | $1,075,892,351 | $836,318,074 | $239,574,277 |
| June 30, 2023 | 990 | $701,753,513 | $711,850,704 | -$10,097,191 | $1,125,848,886 | $913,306,647 | $212,542,239 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,741,197
- of which government grants
- $778,583
- Program service revenue
- $839,752,854
- Investment income
- $91,099
- Net rental income
- $66,938
- Net gain from sales of assets
- $20,908
- Net income from sales of inventory
- $165,167
- Other revenue
- $4,728,276
Expenses
- Grants and similar amounts paid
- $1,635,198
- Compensation of officers, directors and key employees
- $6,987,977
- Other salaries and wages
- $347,532,041
- Salaries, compensation and benefits (total)
- $427,201,811
- Professional fundraising fees
- $0
- Legal fees
- $245,506
- Occupancy
- $13,013,447
- Travel
- $1,701,808
- Depreciation
- $47,333,917
- Program services (functional)
- $789,188,494
- Management and general (functional)
- $39,584,278
Balance sheet and other
- Total assets, start of year
- $1,075,892,351
- Total assets, end of year
- $1,093,978,165
- Total liabilities, end of year
- $836,534,946
- Net assets, end of year
- $257,443,219
- Land, buildings and equipment
- $890,754,759
- Publicly traded securities
- $12,693
- Net assets without donor restrictions
- $257,211,378
- Net assets with donor restrictions
- $231,841
- Gross unrelated business income
- $1,271,369
- Gross receipts
- $847,316,624
- Employees
- 3,056
- Volunteers
- 92
- Year formed
- 1997
- 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 |
|---|---|---|---|---|---|
| TRACI MORRIS | TREASURER/REL ORG CHIEF FINCL OFF Officer | 1 | $0 | $1,054,730 | $144,686 |
| BRADLEY BEARD | CHIEF OPERATING OFFICER Key employee | 1 | $1,000,148 | $0 | $179,046 |
| WILLIAM HEEGAARD MD | PRESIDENT - EAST THRU 4/24 Highest-paid employee | 1 | $448,218 | $527,729 | $122,346 |
| KRISTA SKORUPA MD | PRESIDENT - EAST Highest-paid employee | 1 | $806,396 | $0 | $146,142 |
| JASON SCHULTZ MD | CHIEF MEDICAL OFFICER Key employee | 1 | $483,724 | $287,719 | $171,138 |
| MICHAEL WATTERS | SECRETARY/REL ORG CHIEF LEGAL OFF Officer | 1 | $0 | $773,128 | $151,399 |
| RHONDA KAZIK | CHIEF NURSE EXECUTIVE Key employee | 1 | $685,390 | $0 | $133,586 |
| JANICE SCHADE | SENIOR VP, OPERATIONS THRU 3/24 Key employee | 1 | $636,028 | $0 | $47,564 |
| KEVIN BOREN | VICE PRESIDENT, FINANCE Officer | 1 | $554,813 | $0 | $123,808 |
| TAMMY KRITZER | SENIOR VICE PRESIDENT, OPERATIONS Key employee | 1 | $537,081 | $0 | $98,465 |
| TROY DUININCK MD | BD DIRECTOR/REL ORG PHYS & DIV CHAIR Trustee or director | 0.1 | $0 | $547,906 | $69,761 |
| ANNE STEPHEN MD | CHIEF MEDICAL OFFICER THRU 5/24 Key employee | 1 | $298,679 | $200,424 | $70,794 |
| TODD DEFREECE | SENIOR VICE PRESIDENT, OPERATIONS Key employee | 1 | $0 | $412,659 | $117,001 |
| TRENT NOBLES | SENIOR VP, OPERATIONS THRU 3/25 Key employee | 1 | $314,139 | $0 | $71,700 |
| SARA LOKSTAD MD | ASSOCIATE CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $337,545 | $22,951 |
20 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SAMUEL STONE | ADMINISTRATOR - VIRGINIA Highest-paid employee | 60 | $293,302 | $0 | $57,981 |
| ERIK JULSRUD | MEDICAL PHYSICS MANAGER Highest-paid employee | 60 | $286,347 | $0 | $56,958 |
| JAN BALDWIN MD | BOARD DIRECTOR/RELATED ORG PHYSICIAN Trustee or director | 0.1 | $0 | $258,062 | $50,172 |
| VICKI SCHEER | ADMINISTRATOR THRU 2/25 Officer | 60 | $251,433 | $0 | $50,900 |
| KENNETH MONGER | FINANCE DIRECTOR Highest-paid employee | 60 | $232,301 | $0 | $45,095 |
| ERIC NELSON | SENIOR VICE PRESIDENT, OPERATIONS Key employee | 1 | $219,557 | $0 | $29,005 |
| ELIZABETH YOUNG | INTERIM ADMINISTRATOR Officer | 1 | $0 | $139,869 | $7,849 |
| JOSEPH MIHALEK | BOARD CHAIR THRU 12/24 Trustee or director, Officer | 0.1 | $0 | $7,800 | $0 |
| THOMAS JAMAR | BOARD VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $6,600 | $0 |
| ALAN ROCK | BOARD DIRECTOR THRU 12/24 Trustee or director | 0.1 | $0 | $6,000 | $0 |
| GEORGE LOBAN | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $5,600 | $0 |
| ANTHONY SERTICH | BOARD CHAIR Trustee or director, Officer | 0.1 | $0 | $5,400 | $0 |
| AMY BERGSTROM | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $5,000 | $0 |
| ANTHONY YUNG | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $3,600 | $0 |
| ADAM BACHAND | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| BECKY URBANSKI | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| NANCY ARONSON NORR | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SISTER BEVERLY RAWAY | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SISTER JEANNE ANN WEBER | BOARD DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SISTER THERESE CARSON | BOARD DIRECTOR THRU 12/24 Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRADLEY BEARD | CHIEF OPERATING OFFICER Key employee | 1 | $1,073,967 | $0 | $159,414 |
| WILLIAM HEEGAARD MD | PRESIDENT - EAST THRU 4/24 Highest-paid employee | 1 | $668,196 | $211,048 | $182,878 |
| TRACI MORRIS | TREASURER/REL ORG CHIEF FINCL OFF Officer | 1 | $0 | $900,190 | $125,852 |
| MICHAEL WATTERS | SECRETARY/REL ORG CHIEF LEGAL OFF Officer | 1 | $0 | $645,998 | $132,655 |
| ANNE STEPHEN MD | CHIEF MEDICAL OFFICER THRU 5/24 Key employee | 1 | $644,847 | $0 | $124,684 |
| RHONDA KAZIK | CHIEF NURSE EXECUTIVE Key employee | 1 | $555,556 | $0 | $115,867 |
| TROY DUININCK MD | BD DIRECTOR/REL ORG PHYS & DIV CHAIR Trustee or director | 1 | $0 | $569,417 | $65,272 |
| JON PRYOR MD | FORMER PRESIDENT - EAST THRU 1/23 Highest-paid employee | 0 | $591,355 | $0 | $9,781 |
| KEVIN BOREN | VICE PRESIDENT, FINANCE Officer | 1 | $482,367 | $0 | $105,611 |
| JANICE SCHADE | SENIOR VP, OPERATIONS THRU 3/24 Key employee | 1 | $481,665 | $0 | $104,304 |
| KRISTA SKORUPA MD | PRESIDENT - EAST Highest-paid employee | 1 | $469,439 | $0 | $86,202 |
| TAMMY KRITZER | SENIOR VICE PRESIDENT, OPERATIONS Key employee | 1 | $447,009 | $0 | $82,399 |
| JAN BALDWIN MD | BOARD DIRECTOR/RELATED ORG PHYSICIAN Trustee or director | 1 | $0 | $314,140 | $51,815 |
| SARA LOKSTAD MD | ASSOCIATE CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $320,356 | $20,866 |
| PAMELA HERMES | PHYSICIAN ASSISTANT Highest-paid employee | 60 | $274,223 | $0 | $55,542 |
| SAMUEL STONE | ADMINISTRATOR - VIRGINIA Highest-paid employee | 60 | $270,703 | $0 | $55,086 |
| VICKI SCHEER | ADMINISTRATOR Officer | 60 | $228,792 | $0 | $51,092 |
| CYNTHIA KENT | FORMER SNR VP, NURSING EXCELLENCE Former | 0 | $120,439 | $0 | $0 |
| JOSEPH MIHALEK | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $12,700 | $0 |
| ALAN ROCK | BOARD DIRECTOR Trustee or director | 1 | $0 | $10,100 | $0 |
| ANTHONY SERTICH | BOARD DIRECTOR Trustee or director | 1 | $0 | $10,100 | $0 |
| RENEE WACHTER | BOARD VICE CHAIR THRU 12/23 Trustee or director, Officer | 2 | $0 | $8,700 | $0 |
| THOMAS JAMAR | BOARD DIRECTOR Trustee or director | 1 | $0 | $7,200 | $0 |
| TONY YUNG | BOARD DIRECTOR Trustee or director | 1 | $0 | $7,200 | $0 |
| AMY BERGSTROM | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE LOBAN | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HARA CHARLIER | BOARD DIRECTOR THRU 12/23 Trustee or director | 1 | $0 | $0 | $0 |
| SISTER BEVERLY RAWAY | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SISTER JEANNE ANN WEBER | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SISTER THERESE CARSON | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JON PRYOR MD | PRESIDENT - EAST Highest-paid employee | 1 | $1,131,335 | $0 | $37,830 |
| BRADLEY BEARD | CHIEF OPERATING OFFICER Key employee | 1 | $932,410 | $0 | $137,485 |
| ANNE STEPHEN MD | CHIEF MEDICAL OFFICER Key employee | 1 | $876,444 | $0 | $107,371 |
| DANIEL NIKCEVICH MD | BOARD DIRECTOR Trustee or director | 1 | $0 | $908,427 | $58,140 |
| JANICE SCHADE | SENIOR VICE PRESIDENT, OPERATIONS Key employee | 1 | $541,628 | $0 | $88,128 |
| RHONDA KAZIK | CHIEF NURSING OFFICER Key employee | 1 | $538,327 | $0 | $90,800 |
| KEVIN BOREN | VICE PRESIDENT, FINANCE Officer | 1 | $528,452 | $0 | $89,011 |
| KRISTA SKORUPA MD | REGIONAL PRACTICES CHAIR Highest-paid employee | 1 | $533,408 | $0 | $69,831 |
| TAMMY KRITZER | SENIOR VICE PRESIDENT, OPERATIONS Key employee | 1 | $468,127 | $0 | $65,835 |
| SAMUEL STONE | ADMINISTRATIOR - VIRGINIA Highest-paid employee | 60 | $287,112 | $0 | $53,919 |
| BETH MOLDEN | REGISTERED NURSE Highest-paid employee | 60 | $281,207 | $0 | $50,906 |
| ERIK JULSRUD | MEDICAL PHYSICS MANAGER Highest-paid employee | 60 | $255,695 | $0 | $53,117 |
| VICKI SCHEER | ADMINISTRATOR Officer | 60 | $192,251 | $0 | $50,061 |
| CYNTHIA KENT | FORMER SNR VP, NURSING EXCELLENCE Former | 0 | $222,503 | $0 | $7,863 |
| JOSEPH MIHALEK | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $8,800 | $0 |
| THOMAS RENIER | BOARD VICE CHAIR THRU 12/22 Trustee or director, Officer | 2 | $0 | $8,600 | $0 |
| RENEE WACHTER | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $6,400 | $0 |
Address and contacts
- Address (IRS master file)
- 502 E 2ND ST, DULUTH, MN 55805-1913
- In care of
- % JUSTEN SELLE
- Principal officer (990 for 2024)
- JUSTIN SELLE, 502 E 2ND ST, DULUTH, MN 55805
- Signed the 990
- KEVIN BOREN, VICE PRESIDENT, FINANCE
- Phone
- (218) 786-8364
- Website
- WWW.ESSENTIAHEALTH.ORG
Mission
WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.
Program accomplishments
- SMDC MEDICAL CENTER, DBA ESSENTIA HEALTH DULUTH, IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES. MORE SPECIFICALLY, ESSENTIA HEALTH DULUTH SHALL OWN, MAINTAIN, OPERATE AND CONDUCT HEALTH CARE AND RELATED ACTIVITIES AND FACILITIES FOR THE PROMOTION OF HEALTH WITHIN ITS COMMUNITY, INCLUDING CHARITABLE CARE TO PERSONS UNABLE TO PAY.ESSENTIA HEALTH DULUTH HAS A JOINT COMMISSION ACCREDITED HOSPITAL WITH 165 LICENSED BEDS AND 10 MULTI-SPECIALTY CLINICS SERVING ST. LOUIS COUNTY. ESSENTIA HEALTH DULUTH OFFERS A BROAD RANGE OF INPATIENT AND OUTPATIENT SERVICES FOR ITS PATIENTS, INCLUDING IMAGING/RADIOLOGY, SURGERY, LAB, NEUROSCIENCES, CANCER SERVICES, ORTHOPEDICS, FAMILY AND PEDIATRICS SERVICES, BEHAVIORAL HEALTH, REHABILITATION, AND HEART AND VASCULAR.ESSENTIA HEALTH DULUTH EMPLOYS APPROXIMATELY 1,825 FULL TIME EQUIVALENTS. THE HOSPITAL PROVIDED NEARLY 30,000 HOSPITAL PATIENT DAYS AND 44,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE CLINICS HAD NEARLY 673,000 ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, ESSENTIA HEALTH DULUTH PROVIDED THE FOLLOWING COMMUNITY BENEFITS: $2.1 MILLION IN CHARITY CARE, $40.6 MILLION COSTS IN EXCESS OF MEDICAID PAYMENTS, $1.8 MILLION IN COMMUNITY SERVICES, AND $162,000 IN HEALTH PROFESSION EDUCATION.ESSENTIA HEALTH DULUTH IS THE SOLE MEMBER OF ESSENTIA HEALTH VIRGINIA, LLC DBA ESSENTIA HEALTH VIRGINIA. ESSENTIA HEALTH VIRGINIA IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES. ESSENTIA HEALTH VIRGINIA HAS A JOINT COMMISSION ACCREDITED HOSPITAL WITH 83 LICENSED BEDS AND SIX CLINICS SERVING NORTHERN ST. LOUIS COUNTY. THE HOSPITAL IS A LEVEL IV TRAUMA CENTER AND OFFERS EMERGENCY CARE 24 HOURS A DAY. ESSENTIA HEALTH VIRGINIA OFFERS INPATIENT AND OUTPATIENT SERVICES INCLUDING OBSTETRICS AND BIRTHING SERVICES, INTENSIVE CARE, URGENT CARE, IMAGING/RADIOLOGY, SURGERY, LAB, CANCER SERVICES, HEART AND VASCULAR, AND REHABILITATION.ESSENTIA HEALTH VIRGINIA HAS A 40-BED SKILLED NURSING FACILITY WITHIN ITS MEDICAL CAMPUS ALLOWING RESIDENTS AND THEIR FAMILIES EASY ACCESS TO A FULL RANGE OF HOSPITAL, CLINIC, AND OTHER RELATED SERVICES.ESSENTIA HEALTH VIRGINIA EMPLOYS APPROXIMATELY 485 FULL TIME EQUIVALENTS. THE HOSPITAL PROVIDED NEARLY 7,000 PATIENT DAYS AND 57,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE CLINICS HAD OVER 133,000 ENCOUNTERS AND THE SKILLED NURSING FACILITY PROVIDED 8,000 RESIDENT DAYS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, ESSENTIA HEALTH VIRGINIA PROVIDED THE FOLLOWING COMMUNITY BENEFITS: $881,000 IN CHARITY CARE, $7.4 MILLION COSTS IN EXCESS OF MEDICAID PAYMENTS, $211,000 IN COMMUNITY SERVICES, AND $47,000 IN HEALTH PROFESSION EDUCATION.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES THIS ORGANIZATION AND ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM OR "ESSENTIA HEALTH").Expenses $789,188,494 · grants $1,635,198 · revenue $843,860,162
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
- 41-1878730
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $1,093,978,165
- Income (IRS master file)
- $847,316,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $846,313,426 | $828,772,772 | $1,093,978,165 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $796,444,043 | $769,749,778 | $1,075,892,351 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $701,753,513 | $711,850,704 | $1,125,848,886 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $697,343,156 | $657,308,661 | $1,095,781,940 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 41-1878730).
Questions about SMDC MEDICAL CENTER
- What is the EIN of SMDC MEDICAL CENTER?
- The employer identification number (EIN) of SMDC MEDICAL CENTER is 41-1878730.
- Is SMDC MEDICAL CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SMDC MEDICAL CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SMDC MEDICAL CENTER 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 SMDC MEDICAL CENTER 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 SMDC MEDICAL CENTER 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 SMDC MEDICAL CENTER?
- The 990 for the year ended June 30, 2025 names JUSTIN SELLE.
- Who are the officers and directors of SMDC MEDICAL CENTER?
- The 990 for the year ended June 30, 2025 lists 35 people; 15 received compensation from the organization.
- How much revenue does SMDC MEDICAL CENTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $846,313,426, expenses of $828,772,772 and total assets of $1,093,978,165 at year end.
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- ST LUKES HOSPITAL OF DULUTH EIN 41-0714079 · last filed 990 for 2025
- ESSENTIA HEALTH EIN 20-0360007 · 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