Nonprofit · EIN 42-0680370
AVERA HOLY FAMILY
Also known as AVERA HOLY FAMILY HOSPITAL
Tax-exempt · ESTHERVILLE, IA 51334
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $38,249,103 | $31,187,101 | $7,062,002 | $79,193,311 | $2,760,834 | $76,432,477 |
| June 30, 2024 | 990 | $35,903,728 | $29,854,766 | $6,048,962 | $68,362,497 | $2,203,623 | $66,158,874 |
| June 30, 2023 | 990 | $28,545,704 | $26,647,358 | $1,898,346 | $60,276,592 | $4,099,651 | $56,176,941 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $16,617
- of which government grants
- $3,939
- Program service revenue
- $35,840,669
- Investment income
- $2,343,040
- Net rental income
- $22,061
- Net gain from sales of assets
- $2,342,563
- Other revenue
- $48,777
Expenses
- Grants and similar amounts paid
- $9,936
- Compensation of officers, directors and key employees
- $139,407
- Other salaries and wages
- $10,599,870
- Salaries, compensation and benefits (total)
- $13,683,298
- Professional fundraising fees
- $0
- Legal fees
- $3,765
- Accounting fees
- $2,200
- Occupancy
- $509,762
- Travel
- $40,436
- Depreciation
- $1,531,481
- Program services (functional)
- $26,865,782
- Management and general (functional)
- $4,320,798
- Fundraising (functional)
- $521
Balance sheet and other
- Total assets, start of year
- $68,362,497
- Total assets, end of year
- $79,193,311
- Total liabilities, end of year
- $2,760,834
- Net assets, end of year
- $76,432,477
- Land, buildings and equipment
- $12,399,803
- Net assets without donor restrictions
- $75,204,799
- Net assets with donor restrictions
- $1,227,678
- Gross receipts
- $38,249,103
- Employees
- 189
- Volunteers
- 20
- Year formed
- 1996
- State of legal domicile
- IA
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 |
| Kristi Hough | Manager - Pharmacy Highest-paid employee | 40 | $174,609 | $0 | $50,293 |
| Deb Herzberg | President/CEO (Until Oct.) Trustee or director, Officer | 42 | $0 | $166,757 | $24,082 |
| April Sue Krull | Pharmacist Highest-paid employee | 40 | $134,622 | $0 | $46,201 |
| Martin Bergstrom | Chief Nursing Officer Highest-paid employee | 40 | $115,870 | $0 | $41,043 |
| Kari Ann Sorenson | Director - Clinical Services Highest-paid employee | 40 | $107,744 | $0 | $47,848 |
| Gemaima Marie Mumar Flor | Medical Laboratory Scient Highest-paid employee | 40 | $109,292 | $0 | $21,060 |
| Michelle Majerus | President/CEO (Beg. Oct.) Trustee or director, Officer | 41 | $22,840 | $32,924 | $3,515 |
| Yas Mata | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mike Cornwall | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Trudy Ahrens | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Sr Candyce Chrystal | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Cody Newgard | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jim Rosendahl | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Penny Clayton | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 16 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 |
| Deb Herzberg | President/CEO Trustee or director, Officer | 40 | $0 | $207,039 | $27,859 |
| Kristi Hough | Manager - Pharmacy Highest-paid employee | 40 | $164,291 | $0 | $48,843 |
| April Sue Krull | Pharmacist Highest-paid employee | 40 | $128,334 | $0 | $45,411 |
| Martin Bergstrom | Chief Nursing Officer Highest-paid employee | 40 | $109,249 | $0 | $39,254 |
| Nancy Diekmann | Nurse Manager Highest-paid employee | 40 | $118,840 | $0 | $24,127 |
| Linda Adams | Nurse Manager Highest-paid employee | 40 | $116,117 | $0 | $19,128 |
| Yas Mata | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mike Cornwall | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Trudy Ahrens | Board Member (Beg 01/2024) Trustee or director | 1 | $0 | $0 | $0 |
| Sr Candyce Chrystal | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Bob Jensen | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Sr Janet Schumacher | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Molly Struve | Board Member (End 08/2023) Trustee or director | 1 | $0 | $0 | $0 |
| Jim Rosendahl | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Penny Clayton | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Julie Lautt | CFO Avera Health;Secretary/Treasurer Officer | 0.1 | $0 | $1,086,452 | $17,088 |
| Deb Herzberg | President/CEO Trustee or director, Officer | 2 | $0 | $205,433 | $24,528 |
| Kristi Hough | Manager - Pharmacy Highest-paid employee | 40 | $170,335 | $0 | $43,214 |
| April Krull | Pharmacist Highest-paid employee | 40 | $128,930 | $0 | $46,654 |
| Martin Bergstrom | Chief Nursing Officer Highest-paid employee | 40 | $105,811 | $0 | $37,336 |
| Lisa Schomaker | RN Highest-paid employee | 40 | $113,501 | $0 | $26,824 |
| Michael Hanson | Manager - Ancillary Services Highest-paid employee | 40 | $105,252 | $0 | $25,013 |
| Molly Struve | Chair Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| Mike Cornwall | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sr Candyce Chrystal | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Alyson Gruhlke | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Bob Jensen | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Yas Mata | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Kathy Preston | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Sr Janet Schumacher | Board Member Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 826 N 8TH ST, ESTHERVILLE, IA 51334-1528
- Principal officer (990 for 2024)
- Michelle Majerus, 826 North 8th Street, Estherville, IA 51334
- Signed the 990
- Julie Lautt, CFO Avera Health
- Phone
- (712) 362-6519
- 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 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 25-bed critical access hospital and a clinic in Estherville, Iowa. The program services offered include primary care, general surgery, ENT, orthopedic and ophthalmology surgical services, wound care, pain management, emergency, imaging services, laboratory, behavioral health, speech therapy, physical therapy, and occupational therapy. Avera Holy Family provides acute healthcare services. Following is a breakdown of these statistics by facility:Avera Holy Family Hospital 275 Acute inpatient discharges 94 Swing-bed patient discharges 29,393 Outpatient visits 790 Swing-bed patient days 14,734 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 $395,176.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.Expenses $26,865,782 · grants $9,936 · revenue $35,867,385
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
- 42-0680370
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $79,193,311
- Income (IRS master file)
- $38,249,103
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $38,249,103 | $31,187,101 | $79,193,311 | IRS |
| 990 | June 2024 | $35,903,728 | $29,854,766 | $68,362,497 | IRS |
| 990 | June 2023 | $28,545,704 | $26,647,358 | $60,276,592 | XML |
| 990 | June 2022 | $30,648,640 | $27,141,163 | $57,552,066 | IRS |
| 990 | 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 42-0680370).
Questions about AVERA HOLY FAMILY
- What is the EIN of AVERA HOLY FAMILY?
- The employer identification number (EIN) of AVERA HOLY FAMILY is 42-0680370.
- Is AVERA HOLY FAMILY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does AVERA HOLY FAMILY 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 AVERA HOLY FAMILY 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 HOLY FAMILY 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 HOLY FAMILY?
- The 990 for the year ended June 30, 2025 names Michelle Majerus.
- Who are the officers and directors of AVERA HOLY FAMILY?
- The 990 for the year ended June 30, 2025 lists 15 people; 6 received compensation from the organization.
- How much revenue does AVERA HOLY FAMILY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $38,249,103, expenses of $31,187,101 and total assets of $79,193,311 at year end.
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