Civic Intelligence

Avera Marshall Foundation

990 • Fiscal year 2012 • EIN 41-1784801

Jul 01, 2011 to Jun 30, 2012 • Filed on May 10, 2013

Organization Profilewww.averamarshall.org
300 South Bruce Street56258
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

51st percentile

2.3%

Faster asset growth than 51% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$10,424,636

Up $237,389 (+2.3%) from 2011

Net Assets

Up

$10,404,996

Up $218,487 (+2.1%) from 2011

Liabilities

Up

$19,640

Up $18,902 (+2561%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$166,646

Up $84,892 (+104%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $10,187,247Liabilities 2011: $738Net Assets 2011: $10,186,5092011Assets 2012: $10,424,636Liabilities 2012: $19,640Net Assets 2012: $10,404,9962012Assets 2013: $11,738,969Liabilities 2013: $30,034Net Assets 2013: $11,708,9352013Assets 2014: $10,593,372Liabilities 2014: $183,942Net Assets 2014: $10,409,4302014Assets 2015: $4,743,740Liabilities 2015: $167,024Net Assets 2015: $4,576,7162015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$10,424,636
Liabilities$19,640
Net Assets$10,404,996
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2011: $81,7542011Expenses 2012: $166,6462012Revenue 2013: $2,623,462Expenses 2013: $1,267,231Net Income 2013: $1,356,2312013Revenue 2014: $1,879,192Expenses 2014: $3,547,791Net Income 2014: -$1,668,5992014Revenue 2015: $496,448Expenses 2015: $5,868,964Net Income 2015: -$5,372,5162015Revenue 2016: $429,685Expenses 2016: $1,195,840Net Income 2016: -$766,1552016

Highlighted filing

2012

Revenue-
Expenses$166,646
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 10, 2013
Return Version
2011v1.5
Gross Receipts
$327,627
Mission and Program Overview

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.

Filing and Contact Details

Filer

EIN
41-1784801
Raw XML AppendixShowing 400 of 958 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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IRS990/Description0DURING THE PERIOD OF JULY 1, 2011 TO JUNE 30, 2012, THE AVERA MARSHALL FOUNDATION ACHIEVED NEW ACCOMPLISHMENTS, GROWTH AND ADDITIONAL PROGRAMS.THE AVERA MARSHALL FOUNDATION GAVE $5,000 IN SCHOLARSHIPS FROM THE N. BEN WEINER FUND TO EMPLOYEES OF AVERA MARSHALL THAT WERE SELECTED AND APPROVED BY A SCHOLARSHIP COMMITTEE OF THE FOUNDATION BOARD. IN ADDITION, THE AVERA MARSHALL FOUNDATION STARTED A NEW SCHOLARSHIP CALLED THE AVERA MEDICAL GROUP SCHOLARSHIP. $1,000 WAS AWARDED TO A STUDENT AT MARSHALL HIGH SCHOOL WHO WAS INTERESTED IN MAJORING IN A HEALTH-RELATED FIELD AND WHO MET THE CRITERIA.THE AVERA MARSHALL FOUNDATION STARTED SPONSORSHIP OF LOL! CLUBS THROUGH ITS EVAN CARROW FUND IN THE BEHAVIORAL HEALTH ACCOUNT. LOL! IS A PROGRAM THAT REACHES OUT TO GIRLS IN GRADES 3-8 IN AN EFFORT TO STOP BULLYING IN THE SCHOOLS. BECAUSE OF THE SPONSORSHIP, THE PROGRAM WILL BEGIN ALLOWING STUDENTS INTO THE PROGRAM FOR FREE VERSUS CHARGING PARENTS WHICH WAS DONE PREVIOUSLY.A RECORD NUMBER OF PARTICIPANTS TOOK PART IN THE RACE AGAINST BREAST CANCER IN JUNE 2012. THE FUNDS RAISED THROUGH THIS EVENT WERE DEPOSITED IN THE CANCER ACCOUNT AND USED TO HELP PAY FOR SCREENINGS FOR SEVERAL PATIENTS WITH LIMITED FINANCIAL RESOURCES. THE FUNDS WILL ALSO BE UTILIZED IN THE FUTURE TO HELP DEFRAY EXPENSES ASSOCIATED WITH THE CONSTRUCTION OF A CANCER CENTER IN MARSHALL.AS A PART OF CANCER AWARENESS, THE "TOUGH ENOUGH TO WEAR PINK" TRUCK WAS DRIVEN IN A DOZEN LOCAL PARADES AS WELL AS HAVING A PRESENCE AT SEVERAL OTHER COMMUNITY EVENTS. AVERA MARSHALL EMPLOYEES WERE THE SOLE VOLUNTEERS TO DRIVE THE TRUCK AND HAND OUT ITEMS TO PARADE WATCHERS.DURING THIS TIME, THE AVERA MARSHALL FOUNDATION PROVIDED ALMOST 500 BLANKETS AND HATS TO FAMILIES OF NEWBORN BABIES DELIVERED AT AVERA MARSHALL DURING THE YEAR. THE FOUNDATION, IN CONJUNCTION WITH VOLUNTEERS, PROVIDED DOZENS OF PILLOWCASES TO PEDIATRIC PATIENTS.A BILIRUBEN METER AND SMART VEST WERE PURCHASED FOR THE HOSPITAL. THE NURSING HOME WAS THE RECIPIENT OF FOUR NEW VITAL SIGN MONITORS WITH CARTS.IN PARTNERSHIP WITH THE AVERA MARSHALL AUXILIARY, STEREOTACTIC BREAST BIOPSY EQUIPMENT WAS PURCHASED ALONG WITH A TRANSDUCER. THESE WERE MADE POSSIBLE BY A GRANT FROM THE MINNESOTA DEPARTMENT OF HEALTH.THE EMPLOYEE CRISIS FUND AT AVERA MARSHALL HELPED SEVERAL EMPLOYEES WITH FINANCIAL CRISIS IN THEIR LIVES BY PROVIDING UP TO $300 PER EMPLOYEE. THE PROGRAM IS RUN IN CONJUNCTION WITH THE HUMAN RESOURCES DEPARTMENT BUT SOLE FUNDING IS PROVIDED BY THE AVERA MARSHALL FOUNDATION. A NEW ICE MACHINE WAS PURCHASED FOR THE BEHAVIORAL HEALTH AREA OUT OF THE FOUNDATION BEHAVIORAL HEALTH FUND.OVER $6,500 WORTH OF LANDSCAPING WAS PROVIDED BY JIM MCMULLEN OF JPM LANDSCAPING THROUGH THE AVERA MARSHALL FOUNDATION. THIS BEAUTIFIED THE FRONT ENTRANCE AREA OF THE HOSPITAL.AN EMPLOYEE APPRECIATION PARTY WAS HOSTED BY THE AVERA MARSHALL FOUNDATION FOR EMPLOYEES OF MORNINGSIDE HEIGHTS CARE CENTER FROM FUNDS PROVIDED BY A DONOR IN APPRECIATION AND GRATITUDE FOR THE CARE THEIR MOTHER RECEIVED.
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IRS990ScheduleD/EndowmentsHeldByRelatedOrgs01
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION'S ENDOWMENTS CONSIST OF DONOR-RESTRICTED FUNDS HELD AT THE AVERA HEALTH FOUNDATION AND BOARD DESIGNATED FUNDS HELD AT A LOCAL FINANCIAL INSTITUTION. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD-DESIGNATED ENDOWMENT FUNDS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS AS THE ORIGINAL FUNDS HAVE BEEN ASSIGNED TO A SPECIAL COMMITTEE FOR FUTURE GRANT-MAKING UNDER A CONTRACTUAL ARRANGEMENT. ALL DONOR-RESTRICTED ENDOWMENT FUNDS OF THE MEDICAL CENTER ARE HELD AT THE AVERA HEALTH FOUNDATION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE FOUNDATION IS PART OF A CONSOLIDATED AUDIT. THE NOTE IN THE FINANCIAL STATEMENTS REGARDING FIN 48 IS THE FOLLOWING: THE MEDICAL CENTER AND FOUNDATION ARE MINNESOTA NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE MEDICAL CENTER AND FOUNDATION ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE MEDICAL CENTER IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE MEDICAL CENTER FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. STATE TAX FILINGS ARE ALSO REQUIRED IN THE STATE OF MINNESOTA. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS TAXABLE INCOME. THE MEDICAL CENTER AND FOUNDATION BELIEVE THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THEIR ANNUAL FILING REQUIREMENTS, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE MEDICAL CENTER AND FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE MEDICAL CENTER'S FEDERAL FORM 990T FILINGS ARE NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. GENERALLY, 990 FILINGS FOR THE MEDICAL CENTER AND FOUNDATION ARE ALSO NOT SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BEFORE 2009.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/OtherSecurities/BookValue01248922
IRS990ScheduleD/OtherSecurities/Description0ASSETS LIMITED TO USE - AVERA POOLED INVESTMENTS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.18730
IRS990ScheduleD/TermEndowmentEOYBalance00.81270
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities01248922
IRS990ScheduleG/EventsInformation/CashPrizesEvent10225
IRS990ScheduleG/EventsInformation/CashPrizesEvent20250
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents0475
IRS990ScheduleG/EventsInformation/CharitableContribOtherEvents02026
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent106343
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent201908
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal010277
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents015540
IRS990ScheduleG/EventsInformation/EntertainmentOtherEvents075
IRS990ScheduleG/EventsInformation/EntertainmentTotalEvents075
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent101664
IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents0809
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents02473
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1027739
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2013970
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents06805
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal048514
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1021396
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2012062
IRS990ScheduleG/EventsInformation/GrossRevenueOtherEvents04779
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents038237
IRS990ScheduleG/EventsInformation/NameOfEvent102011 GOLF TOURNAMENT
IRS990ScheduleG/EventsInformation/NameOfEvent202012 RACE AGAINST BREAST CANCER
IRS990ScheduleG/EventsInformation/NetIncomeSummary022697
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent102667
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent2050
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents02717
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent104540
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent204677
IRS990ScheduleG/EventsInformation/OtherDirectExpensesOtherEvents0133
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents09350
IRS990ScheduleG/EventsInformation/RentFacilityCostsOtherEvents0450
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents0450
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant05500
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant12200
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant24639
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfNonCashAssistance0240

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,424,636
Liabilities
$19,640
Net assets
$10,404,996
Revenue
-
Expenses
$166,646
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.43$1.20$0.77
2015Detailed filing. Detailed filing data is available for this year.$4.74$0.17$4.58$0.50$5.87$5.37
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.18$10.4$1.88$3.55$1.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.03$11.7$2.62$1.27$1.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.02$10.4$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.00$10.2$0.08