Civic Intelligence

St Francis Health Services Of

EIN 41-1484416 • 501(c)3 • Morris, MN

Profile

We are committed to express christ's message of love and hope by providing for health, residential, community, and allied services in a holistic, competent, and caring manner that recognizes the value and dignity in every human life. St. Francis health services is sponsored by the catholic diocese of st. Cloud. We agree to promote the ethical and religious directive for catholic health care services.

801 Nevada AveMorris, MN 56267

www.sfhs.org

Siviq Scores

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

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.13x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$351,847

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

32nd percentile

1.2%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$57,601,221

Up $686,462 (+1.2%) from 2023

Liabilities

Up

$907,722

Up $223,124 (+33%) from 2023

Net Assets

Up

$56,693,499

Up $463,338 (+0.8%) from 2023

Revenue

Up

$7,225,041

Up $1,377,507 (+24%) from 2023

Expenses

Up

$5,882,212

Up $1,102,782 (+23%) from 2023

Net Income

Up

$1,342,829

Up $274,725 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $22,872,951Liabilities 2010: $1,182,078Net Assets 2010: $21,690,8732010Assets 2011: $33,775,045Liabilities 2011: $6,403,254Net Assets 2011: $27,371,7912011Assets 2012: $35,789,908Liabilities 2012: $6,465,983Net Assets 2012: $29,323,9252012Assets 2013: $39,491,868Liabilities 2013: $6,056,930Net Assets 2013: $33,434,9382013Assets 2014: $42,774,709Liabilities 2014: $6,097,487Net Assets 2014: $36,677,2222014Assets 2015: $46,083,968Liabilities 2015: $5,955,386Net Assets 2015: $40,128,5822015Assets 2016: $50,422,809Liabilities 2016: $6,303,700Net Assets 2016: $44,119,1092016Assets 2017: $54,110,350Liabilities 2017: $6,280,018Net Assets 2017: $47,830,3322017Assets 2018: $50,844,484Liabilities 2018: $2,007,396Net Assets 2018: $48,837,0882018Assets 2019: $53,713,269Liabilities 2019: $1,778,121Net Assets 2019: $51,935,1482019Assets 2020: $58,289,982Liabilities 2020: $1,305,212Net Assets 2020: $56,984,7702020Assets 2021: $57,875,580Liabilities 2021: $2,256,120Net Assets 2021: $55,619,4602021Assets 2022: $56,755,936Liabilities 2022: $776,398Net Assets 2022: $55,979,5382022Assets 2023: $56,914,759Liabilities 2023: $684,598Net Assets 2023: $56,230,1612023Assets 2024: $57,601,221Liabilities 2024: $907,722Net Assets 2024: $56,693,4992024

Highlighted filing

2024

Assets$57,601,221
Liabilities$907,722
Net Assets$56,693,499

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,240,9602010Expenses 2011: $5,955,7772011Expenses 2012: $6,219,5192012Revenue 2013: $7,391,790Expenses 2013: $6,390,286Net Income 2013: $1,001,5042013Revenue 2014: $7,363,801Expenses 2014: $6,612,648Net Income 2014: $751,1532014Revenue 2015: $7,210,413Expenses 2015: $6,259,053Net Income 2015: $951,3602015Revenue 2016: $7,526,399Expenses 2016: $6,428,997Net Income 2016: $1,097,4022016Revenue 2017: $6,745,486Expenses 2017: $5,734,263Net Income 2017: $1,011,2232017Revenue 2018: $4,814,339Expenses 2018: $5,057,509Net Income 2018: -$243,1702018Revenue 2019: $4,476,004Expenses 2019: $3,377,944Net Income 2019: $1,098,0602019Revenue 2020: $4,663,460Expenses 2020: $3,965,341Net Income 2020: $698,1192020Revenue 2021: $5,381,423Expenses 2021: $4,344,372Net Income 2021: $1,037,0512021Revenue 2022: $5,435,306Expenses 2022: $4,497,179Net Income 2022: $938,1272022Revenue 2023: $5,847,534Expenses 2023: $4,779,430Net Income 2023: $1,068,1042023Revenue 2024: $7,225,041Expenses 2024: $5,882,212Net Income 2024: $1,342,8292024

Highlighted filing

2024

Revenue$7,225,041
Expenses$5,882,212
Net Income$1,342,829

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.6$0.91$56.7$7.23$5.88$1.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.9$0.68$56.2$5.85$4.78$1.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.8$0.78$56.0$5.44$4.50$0.94
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.9$2.26$55.6$5.38$4.34$1.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.3$1.31$57.0$4.66$3.97$0.70
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.7$1.78$51.9$4.48$3.38$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$2.01$48.8$4.81$5.06$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.1$6.28$47.8$6.75$5.73$1.01
2016Detailed filing. Detailed filing data is available for this year.$50.4$6.30$44.1$7.53$6.43$1.10
2015Detailed filing. Detailed filing data is available for this year.$46.1$5.96$40.1$7.21$6.26$0.95
2014Detailed filing. Detailed filing data is available for this year.$42.8$6.10$36.7$7.36$6.61$0.75
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$39.5$6.06$33.4$7.39$6.39$1.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$6.47$29.3$6.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$6.40$27.4$5.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$1.18$21.7$5.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$7,230,731
Mission and Program Overview

Mission

We are committed to express christ's message of love and hope by providing for health, residential, community, and allied services in a holistic, competent, and caring manner that recognizes the value and dignity in every human life. St. Francis health services is sponsored by the catholic diocese of st. Cloud. We agree to promote the ethical and religious directive for catholic health care services.

We are committed to expressing christ's love by providing care that values every human life. St. Francis health services is sponsored by the catholic diocese of st. Cloud. We agree to promote the ethical and religious directive for catholic health care services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$27,225,407$25,502,751▼ $1,722,656
Cash and Non-Interest-Bearing Accounts$5,003,486$3,637,765▼ $1,365,721
Investments in Publicly Traded Securities$166,483$1,258,179▲ $1,091,696
Land, Buildings, and Equipment, Net$766,454$693,820▼ $72,634
Accounts Receivable$289,964$72,863▼ $217,101
Prepaid Expenses and Deferred Charges$14,293$51,055▲ $36,762
Total Assets$56,914,759$57,601,221▲ $686,462
Other Assets Total$23,448,672$26,384,788▲ $2,936,116
Liabilities
Accounts Payable and Accrued Expenses$577,861$843,149▲ $265,288
Other Liabilities$106,737$64,573▼ $42,164
Total Liabilities$684,598$907,722▲ $223,124
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$56,230,161$56,693,499▲ $463,338
Total Net Assets Fund Balance$56,230,161$56,693,499▲ $463,338
Total Liabilities and Net Assets / Fund Balance$56,914,759$57,601,221▲ $686,462

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$208,870$742,693$951,563
Buildings$255,289$651,914$907,203
Other Land Buildings$70,381$251,472$321,853
Land$126,031-$126,031
Leasehold Improvements$7,349$14,030$21,379
Other Assets Org$4,623,146--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol RawCEOFT$318,717$33,130$351,847
Camilla Peterson-devriesVP of SsFT$195,414$26,990$222,404
Mari B ChambersVP of FinancFT$182,967$25,694$208,661
Mari B ChambersVP of Finance/CFO-$182,967$25,694$208,661
Geoffrey RyanRegional DirectorFT$181,011$26,270$207,281
Christine M BakkeRegional DirectorFT$167,120$25,575$192,695
Sheri PriebeAdministrato--$188,881$188,881
Michelle M HannekenSnf DirectorFT$148,783$24,658$173,441
Michelle M HannekenSnf Director of Qual-$148,783$24,658$173,441
Chad MeyerVP of Beh-deFT$142,156$28,050$170,206
Chad MeyerVP of Beh-dev Servic-$142,156$28,050$170,206
Lucas KoehntopPrinciple ItFT$133,202$27,602$160,804
Lucas KoehntopPrinciple It Analyst-$133,202$27,602$160,804
Roxanne HejhalVP of HrFT$139,650$8,655$148,305
Lois BittnerDirector ofFT$123,350$23,387$146,737
Sherry WagnerController IFT$136,105$6,837$142,942
Reed P HofmannVP of IssFT$125,178$7,212$132,390
Ben RyanConstructionFT$90,392$21,739$112,131
Karrie TiplerAdministrato--$111,888$111,888
Brian P BurkeExecutive PrFT$88,597$12,981$101,578
Sarah ValentynSocial Servi--$89,288$89,288

Board Members and Trustees

NameTitle
Jennifer Ann GoodnoughChair
Patrick NelsonVice Chair
Daniel DrippsDirector
Doug EhlersDirector
Father Todd SchneiderDirector
Gary MiesslerDirector
Jennifer Jeanne SealesDirector
Joan ReicoskyDirector
John LuetmerDirector
Laura RentzDirector
Paul RentzDirector
Timothy GrammDirector
Sheri PriebeAdministrator - Tlhs
Gerald PizingerCEO - Tlhs
Lorraine WieseSecr. / Tres
Curtis BachVP of Financ

Highest Paid Contractors

ContractorServicesLocationCompensation
Quarles & BradyLegalBIN 88895, Milwaukee, WI 53288-0895$317,783
Eide BaillyAccounting800 NICOLLET MALL, Minneapolis, MN 55402$127,166
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,099,975
Investment Income
$1,112,818
Other Revenue
$12,248
Change in Net Assets
$1,342,829
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,149,452
Other Expenses$722,811
Grants and Similar Amounts Paid$9,949
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$4,144,738-$4,144,738
Other Employee Benefits-$504,730-$504,730
Payroll Taxes-$310,374-$310,374
Pension Plan Contributions-$189,610-$189,610
Depreciation Depletion$120,686--$120,686
Office Expenses-$114,483-$114,483
Travel-$75,623-$75,623
Fees for Services Accounting-$65,122-$65,122
All Other Expenses$30,087$8,630-$38,717
Fees for Services Legal-$33,227-$33,227
Fees for Services Other-$28,148-$28,148
Conferences and Meetings-$25,318-$25,318
Occupancy$20,532--$20,532
Insurance$4,139$15,148-$19,287
Other Expenses$15,764$26,259-$15,764
Grants to Domestic Individuals$9,949--$9,949
Advertising-$8,591-$8,591
Interest-$2,769-$2,769
Total Functional Expenses$219,170$5,663,042$0$5,882,212
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Elizabeth Letich - Daughter ofCarol Raw, CEOEmpl -admin FhsNo$131,619
Samuel Blevins - Son of RoseanneBlevins, DonEmpl - ChsNo$2,317
Vicki Koschak-sibling of ChesterFischel, DhsEmpl - DhsNo$1,920
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Obligations Payable$64,573
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization if organized with members. The members shall consist of the bishop of the diocese of st. Cloud, the vicar general of the diocese of st. Cloud, the pastor of assumption church of morris, mn, and two lay trustees.

Form 990, Page 6, Part VI, Line 7A

The board of directors shall review a list of candidates and make recommendations to the members. The members shall appoint directors.

Form 990, Page 6, Part VI, Line 9

Timothy gramm 22999 460th ave morris , mn 56267 daniel dripps 505 lyndale ave morris , mn 56267 jennifer ann goodnough 901 park ave morris , mn 56267 father todd schneider box 287 morris , mn 56267 doug ehlers 18391 430th ave morris , mn 56267 gary miessler 12405 edwards way northfield , mn 55057 joan reicosky 24 e brook ave morris , mn 56267 patrick nelson 18704 county road 22 glenwood , mn 56334 paul rentz 23041 469th ave morris , mn 56267 lorraine wiese 252 south columbia ave morris , mn 56267 john luetmer 202 east 2nd street morris , mn 56267 jennifer jeanne seales 23132 469th ave morris , mn 56267 laura rentz 3 pomme de terre lane morris , mn 56267

Form 990, Page 6, Part VI, Line 11B

The cfo or controller of st. Francis health service of morris, inc reviews the tax return.

Form 990, Page 6, Part VI, Line 12C

Annually the organization conducts in-service training reviewing the policy on conflicts of interest and requires the board members, management staff, and key employees to disclose conflicts

Form 990, Page 6, Part VI, Line 15A

The ceo and officers are employees of sfhs (a related organization and under common control). The compensation process for the ceo - annually the hr director submits the ceo's job description, performance evaluation form, sfhs' pay grade schedule and comparable wage survey(s) to the chairman of the board. The chairman and the evaluation committee of the board reviews the performance and determines the salary of the ceo.

Form 990, Page 6, Part VI, Line 15B

The ceo and officers are employees of sfhs. The compensation process for officers - ceo and the hr director reviews comparable wage survey information, reviews performance (with input from the vp, if appropriate) and determines salary.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflicts of interest policies, and financial statements are available to the public on an as requested basis.

Filing and Contact Details

Filer

Filer Name
St Francis Health Services of
EIN
41-1484416
Phone
3205892004
Address
801 NEVADA AVE, MORRIS, MN 56267

Signing Officer

Name
Curtis Bach
Title
VP of Finance/CFO
Phone
3205892004
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Raw
Formed
1984
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
54

Preparer

Firm
Conway Deuth & Schmiesing Pllp
Address
401 ATLANTIC AVE, MORRIS, MN 56267-1324
Preparer
Kelly M Demuth
Phone
3202353311
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

We are committed to expressing christ's love by providing care that values every human life. St. Francis health services is sponsored by the catholic diocese of st. Cloud. We agree to promote the ethical and religious directive for catholic health care services.

Form 990, Page 2, Part III, Line 4D

Management services provided to related organizations in support of each organization's exempt purpose.

Form 990, Part XI, Line 9

Intercompany transfers -879,491

Form 990, Part XII

Positive changes in net assets due to intercompany transfers

Raw XML AppendixShowing 400 of 1,305 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.

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