Civic Intelligence

Medisota

EIN 39-1476780 • 501(c)3 • Dawson, MN

Profile

Medi-Sota is a non-profit consortium of 35 hospitals that are members providing educational programming, physician recruitment, and vendor contracting for its membership.

1280 Locust St Suite 16Dawson, MN 56232

www.medi-sota.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

35th percentile

-6.2%

Higher net margin than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

39th percentile

-9.6%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

4.2%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$283,438

Down $30,204 (-9.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$283,438

Down $30,204 (-9.6%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin35th percentile

Revenue

Up

$484,779

Up $19,439 (+4.2%) from 2024

Expenses

Up

$514,983

Up $98,296 (+24%) from 2024

Net Income

Down

-$30,204

Down $78,857 (-162%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $118,878Liabilities 2011: $0Net Assets 2011: $118,8782011Assets 2012: $181,575Liabilities 2012: $0Net Assets 2012: $181,5752012Assets 2013: $227,430Liabilities 2013: $0Net Assets 2013: $227,4302013Assets 2014: $235,563Liabilities 2014: $0Net Assets 2014: $235,5632014Assets 2015: $247,865Liabilities 2015: $0Net Assets 2015: $247,8652015Assets 2016: $259,063Liabilities 2016: $0Net Assets 2016: $259,0632016Assets 2017: $173,124Liabilities 2017: $0Net Assets 2017: $173,1242017Assets 2018: $190,594Liabilities 2018: $0Net Assets 2018: $190,5942018Assets 2019: $121,148Liabilities 2019: $0Net Assets 2019: $121,1482019Assets 2020: $173,910Liabilities 2020: $0Net Assets 2020: $173,9102020Assets 2021: $188,049Liabilities 2021: $0Net Assets 2021: $188,0492021Assets 2022: $280,949Liabilities 2022: $0Net Assets 2022: $280,9492022Assets 2023: $264,990Liabilities 2023: $0Net Assets 2023: $264,9902023Assets 2024: $313,642Liabilities 2024: $0Net Assets 2024: $313,6422024Assets 2025: $283,438Liabilities 2025: $0Net Assets 2025: $283,4382025

Highlighted filing

2025

Assets$283,438
Liabilities$0
Net Assets$283,438
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $390,037Expenses 2011: $366,590Net Income 2011: $23,4472011Revenue 2012: $405,119Expenses 2012: $342,422Net Income 2012: $62,6972012Revenue 2013: $444,514Expenses 2013: $398,659Net Income 2013: $45,8552013Revenue 2014: $388,655Expenses 2014: $380,522Net Income 2014: $8,1332014Revenue 2015: $314,984Expenses 2015: $302,682Net Income 2015: $12,3022015Revenue 2016: $330,630Expenses 2016: $319,431Net Income 2016: $11,1992016Revenue 2017: $294,120Expenses 2017: $303,833Net Income 2017: -$9,7132017Revenue 2018: $336,015Expenses 2018: $301,215Net Income 2018: $34,8002018Revenue 2019: $354,290Expenses 2019: $399,717Net Income 2019: -$45,4272019Revenue 2020: $443,547Expenses 2020: $390,784Net Income 2020: $52,7632020Revenue 2021: $453,793Expenses 2021: $439,654Net Income 2021: $14,1392021Revenue 2022: $521,922Expenses 2022: $429,020Net Income 2022: $92,9022022Revenue 2023: $406,857Expenses 2023: $422,940Net Income 2023: -$16,0832023Revenue 2024: $465,340Expenses 2024: $416,687Net Income 2024: $48,6532024Revenue 2025: $484,779Expenses 2025: $514,983Net Income 2025: -$30,2042025

Highlighted filing

2025

Revenue$484,779
Expenses$514,983
Net Income-$30,204
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$283,438
Liabilities
$0
Net assets
$283,438
Revenue
$484,779
Expenses
$514,983
Net income
-$30,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$4.85$5.15$0.30
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$4.65$4.17$0.49
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$4.07$4.23$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$5.22$4.29$0.93
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$4.54$4.40$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$4.44$3.91$0.53
2019Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$3.54$4.00$0.45
2018Summary only. Only limited summary data is available for this year.$1.91$0.00$1.91$3.36$3.01$0.35
2017Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$2.94$3.04$0.10
2016Summary only. Only limited summary data is available for this year.$2.59$0.00$2.59$3.31$3.19$0.11
2015Summary only. Only limited summary data is available for this year.$2.48$0.00$2.48$3.15$3.03$0.12
2014Summary only. Only limited summary data is available for this year.$2.36$0.00$2.36$3.89$3.81$0.08
2013Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$4.45$3.99$0.46
2012Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$4.05$3.42$0.63
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$3.90$3.67$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 7, 2025
Return Version
2024v5.0
Gross Receipts
$484,779
Mission and Program Overview

Mission

Medi-Sota is a non-profit consortium of 36 hospitals that are members providing educational programming, physician recruitment, and vendor contracting for its membership.

Medi-Sota is a non-profit consortium of 37 hospitals that are members providing educational programming, physician recruitment, and vendor contracting for its membership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$313,642$283,438▼ $30,204
Total Assets$313,642$283,438▼ $30,204
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$313,642$283,438▼ $30,204
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$313,642$283,438▼ $30,204
Total Liabilities and Net Assets / Fund Balance$313,642$283,438▼ $30,204
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Al RossVolunteer
Andy KnutsonVolunteer
Ben DavisVolunteer
Bradley BurrisVolunteer
Brian LovdahlVolunteer
Carnie AllexVolunteer
Carrie MichalskiVolunteer
Chuck HofiusVolunteer
Craig HennemanVolunteer
Dale KrugerVolunteer
David WalzVolunteer
Debra StueveVolunteer
Erik BjerkeVolunteer
Greg MinerVolunteer
Jacob RedepenningVolunteer
Jennifer MacikVolunteer
Joel BeiswengerVolunteer
Keith OkesonVolunteer
Ken WestmanVolunteer
Kent MattsonVolunteer
Kerrie McEvillyVolunteer
Kirk StensrudVolunteer
Lisa BjergaVolunteer
Lori SiskVolunteer
Luke SchryversVolunteer
Mary Ellen WellsVolunteer
Melissa McGinty-ThompsonVolunteer
Paula MeskanVolunteer
Randy UlsethVolunteer
Richard AshVolunteer
Robb PastorVolunteer
Sarah UrtelVolunteer
Shelby MedinaVolunteer
Stacy BarstadVolunteer
Todd ConsbruckVolunteer
Travis OlsenVolunteer
Revenue and Support

Revenue Composition

Contributions and Grants
$358,134
Program Service Revenue
$114,519
Investment Income
$12,126
Other Revenue
$0
All Other Contributions
$164,946
Change in Net Assets
$-30,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$514,983
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$133,027--$133,027
Other Expenses$59,692$0$0$59,692
Occupancy$7,483--$7,483
Office Expenses-$5,808-$5,808
Information Technology$2,386--$2,386
Travel-$948-$948
Conferences and Meetings-$738-$738
Insurance-$616-$616
Total Functional Expenses$290,337$224,646$0$514,983
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Each organization that is associated with Medi-Sota is a member.”

Form 990, Part VI, Section B, Line 11B

“A review of the financial statements are done monthly and on an annual basis at the annual meeting. A review of the 990 form is reviewed as well each year prior to submission along with related schedules.”

Form 990, Part VI, Section B, Line 15

“Executive Director position compensation is considered by the executive committee of the members and is decided based on market and performance.”

Form 990, Part VI, Section C, Line 19

“At this time, Medi-Sota has not been making its governing body documents, policies, or statements available to the public but are available upon request.”

Filing and Contact Details

Filer

Filer Name
Medisota
EIN
39-1476780
Phone
3207692269
Address
1280 Locust St Suite 16, Dawson, MN 56232

Signing Officer

Name
Erik Bjerke
Title
Treasurer
Phone
3206987141
Signed
2025-10-07

Organization Details

Principal Officer
Brad Burris
Formed
1982
Legal Domicile
Mn
Voting Board Members
37
Independent Board Members
37
Employees
0
Volunteers
37
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Misc Expenses are used to support various programs and services. Revenue associated with this is from members to pay for these misc expenses.”

Raw XML AppendixShowing 400 of 816 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AllOtherExpensesGrp/ProgramServicesAmt0133027
IRS990/AllOtherExpensesGrp/TotalAmt0133027
IRS990/BooksInCareOfDetail/PersonNm0Jennifer Gearman
IRS990/BooksInCareOfDetail/PhoneNum03207692269
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01280 Locust St Suite 16
IRS990/BooksInCareOfDetail/USAddress/CityNm0Dawson
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd056232
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IRS990/CompensationProcessOtherInd01
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IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0358134
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012126
IRS990/CYOtherExpensesAmt0514983
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0114519
IRS990/CYRevenuesLessExpensesAmt0-30204
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0514983
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0484779
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Medi-Sota contracts with an individual contractor to facilitate educational workshops/courses/classes as well as other curriculum for all staff within the membership. These programs provide continuing education units for professional licensed and technical/certified staff along with trustees of member facilities.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
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IRS990/ExpenseAmt059692
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/PersonNm0Mary Ellen Wells
IRS990/Form990PartVIISectionAGrp/PersonNm1Melissa McGinty-Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm2Richard Ash
IRS990/Form990PartVIISectionAGrp/PersonNm3Lori Sisk
IRS990/Form990PartVIISectionAGrp/PersonNm4Sarah Urtel
IRS990/Form990PartVIISectionAGrp/PersonNm5Debra Stueve
IRS990/Form990PartVIISectionAGrp/PersonNm6Ben Davis
IRS990/Form990PartVIISectionAGrp/PersonNm7Kirk Stensrud
IRS990/Form990PartVIISectionAGrp/PersonNm8Kent Mattson
IRS990/Form990PartVIISectionAGrp/PersonNm9Travis Olsen
IRS990/Form990PartVIISectionAGrp/PersonNm10Dale Kruger
IRS990/Form990PartVIISectionAGrp/PersonNm11Brian Lovdahl
IRS990/Form990PartVIISectionAGrp/PersonNm12Al Ross
IRS990/Form990PartVIISectionAGrp/PersonNm13Chuck Hofius
IRS990/Form990PartVIISectionAGrp/PersonNm14Todd Consbruck
IRS990/Form990PartVIISectionAGrp/PersonNm15Lisa Bjerga
IRS990/Form990PartVIISectionAGrp/PersonNm16Stacy Barstad
IRS990/Form990PartVIISectionAGrp/PersonNm17Joel Beiswenger
IRS990/Form990PartVIISectionAGrp/PersonNm18Craig Henneman
IRS990/Form990PartVIISectionAGrp/PersonNm19Shelby Medina
IRS990/Form990PartVIISectionAGrp/PersonNm20Carrie Michalski
IRS990/Form990PartVIISectionAGrp/PersonNm21Greg Miner
IRS990/Form990PartVIISectionAGrp/PersonNm22David Walz
IRS990/Form990PartVIISectionAGrp/PersonNm23Kerrie McEvilly
IRS990/Form990PartVIISectionAGrp/PersonNm24Jacob Redepenning
IRS990/Form990PartVIISectionAGrp/PersonNm25Randy Ulseth
IRS990/Form990PartVIISectionAGrp/PersonNm26Paula Meskan
IRS990/Form990PartVIISectionAGrp/PersonNm27Carnie Allex
IRS990/Form990PartVIISectionAGrp/PersonNm28Luke Schryvers
IRS990/Form990PartVIISectionAGrp/PersonNm29Bradley Burris
IRS990/Form990PartVIISectionAGrp/PersonNm30Jennifer Macik
IRS990/Form990PartVIISectionAGrp/PersonNm31Erik Bjerke
IRS990/Form990PartVIISectionAGrp/PersonNm32Ken Westman
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Volunteer
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Volunteer
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IRS990/Form990PartVIISectionAGrp/TitleTxt23Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt24Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt25Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt26Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt27Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt28Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt29Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt30Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt31Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt32Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt33Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt34Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt35Volunteer
IRS990/Form990PartVIISectionAGrp/TitleTxt36Volunteer
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