Civic Intelligence

Avera Marshall Foundation

990 • Fiscal year 2013 • EIN 41-1784801

Jul 01, 2012 to Jun 30, 2013 • Filed on May 13, 2014

Organization Profilewww.averamarshall.org
300 South Bruce StreetMarshall, MN 56258
Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

9th percentile

0.01x

Higher debt load relative to revenue than 9% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$11,738,969

Up $1,314,333 (+13%) from 2012

Net Assets

Up

$11,708,935

Up $1,303,939 (+13%) from 2012

Liabilities

Up

$30,034

Up $10,394 (+53%) from 2012

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin91st percentile

Revenue

$2,623,462

No earlier filing loaded for comparison.

Expenses

Up

$1,267,231

Up $1,100,585 (+660%) from 2012

Net Income

$1,356,231

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2013

Assets$11,738,969
Liabilities$30,034
Net Assets$11,708,935
Open 2013 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

2013

Revenue$2,623,462
Expenses$1,267,231
Net Income$1,356,231
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 13, 2014
Return Version
2012v2.1
Gross Receipts
$2,638,410
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 953 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, JULY 1, 2012 TO JUNE 30, 2013, THE AVERA MARSHALL FOUNDATION ACCOMPLISHED THE FOLLOWING:IN THE FALL OF 2012, THE AVERA MARSHALL FOUNDATION BOARD AND AVERA MARSHALL GOVERNING BOARD MADE THE DECISION TO LAUNCH A CAPITAL CAMPAIGN TO BUILD AVERA CANCER INSTITUTE MARSHALL. THIS NEW CANCER CENTER WILL PROVIDE RADIATION THERAPY FOR THE FIRST TIME IN THE AVERA MARSHALL SERVICE AREA ONCE IT IS COMPLETED. PHILANTHROPIC DOLLARS, IN CONJUNCTION WITH THE $7 MILLION SET ASIDE FROM THE SALE OF THE MEDICAL CENTER FROM THE CITY OF MARSHALL TO AVERA HEALTH, WILL PROVIDE ENOUGH SUPPORT TO CONSTRUCT THE BUILDING, EQUIP THE FACILITY, PROVIDE AT LEAST TWO YEARS OF OPERATIONAL SUPPORT AND FURNISH THE CANCER CENTER. THE NEED FOR A CANCER CENTER HAS CONTINUALLY BEEN ONE OF THE HIGHEST NEEDS BROUGHT FORWARD BY THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. A CANCER ADVISORY COUNCIL WAS FORMED WITH AREA VOLUNTEERS ASSISTING IN ADVICE AND COUNSEL AS THE PROGRAM MOVED FORWARD. THREE DIFFERENT CAPITAL CAMPAIGN CONSULTING FIRMS WERE REVIEWED TO HELP IMPLEMENT A SUCCESSFUL CAMPAIGN, WITH TWO BEING INTERVIEWED AND ONE BEING SELECTED. PRESENTATION BROCHURES AND BOOKLETS WERE DEVELOPED FROM SCRATCH BY THE COMMUNITY RELATIONS DEPARTMENT AND FOUNDATION OFFICE. ADVICE AND COUNSEL WAS PROVIDED BY OUR CONSULTANT. THESE MATERIALS HELPED PROVIDE SUCCESS WHEN VOLUNTEERS SOLICITED FOR DONATIONS. RADIO SOLICITATIONS WERE DONATED BY MARSHALL RADIO AND TESTIMONIALS PROVIDED BY AREA SURVIVORS. NEWSPAPER INSERTS WERE DONATED BY THE MARSHALL INDEPENDENT AND DISTRIBUTED TO EACH READER OF THE SERVICE REGION. SEVERAL PROSPECTING MAILINGS TO BUSINESS LEADERS, FARMERS, PATIENTS, AUXILIARY MEMBERS AND MORE WERE DEVELOPED AND SENT THROUGHOUT THE CAMPAIGN PERIOD.VARIOUS PRESENTATIONS WERE MADE REGARDING THE CANCER CENTER TO REGIONAL GROUPS FROM THE FOUNDATION DIRECTOR, INCLUDING BUT NOT LIMITED TO: THE LOWER SIOUX TRIBE, MINNEOTA ROTARY, MARSHALL SUNRISE ROTARY, MARSHALL NOON ROTARY, SPRINGFIELD ROTARY, MARSHALL VFW, MARSHALL LEGION, AVERA MARSHALL AUXILIARY, CATHOLIC UNITED FINANCIAL, MARSHALL BREAST CANCER SURVIVOR'S GROUP, MARSHALL AREA CHAMBER OF COMMERCE, MARSHALL CONVENTION AND VISITOR'S BUREAU, THRIVENT FINANCIAL FOR LUTHERAN'S, HILL STREET PLACE, SOUTHWEST MINNESOTA STATE UNIVERSITY ADMINISTRATIVE CABINET, MARSHALL AREA SCOUTS, CANBY AREA SENIOR CITIZENS CENTER, MARSHALL AREA MINISTERIAL ASSOCIATION, MARSHALL AREA SHRINE CLUB, YELLOW MEDICINE COUNTY FARM BUREAU, AT LEAST 50 BUSINESS PRESENTATIONS AND MORE. IN ADDITION, 11 VOLUNTEER CAPITAL COMMITTEE MEMBERS MADE OVER 200 ADDITIONAL PRESENTATIONS AND SOLICITATIONS ON BEHALF OF THE CANCER CENTER TO DEVELOP A TEAM EFFORT TO RAISE OVER $4 MILLION IN LESS THAN ONE YEAR.A GROUNDBREAKING FOR THE FACILITY WAS HELD OUTSIDE OF THE FISCAL PERIOD OF THIS 990 REPORT ON OCTOBER 28, 2013. VARIOUS PIECES OF EQUIPMENT WERE ALSO PURCHASED DURING THIS TIME. THE MOST CRITICAL PIECE WAS A CHEMICAL ANALYZER FOR THE AVERA MARSHALL LABORATORY THAT WAS PURCHASED IN CONJUNCTION WITH THE AVERA MARSHALL AUXILIARY AND A GRANT OBTAINED FROM THE MINNESOTA DEPARTMENT OF HEALTH. OTHER PURCHASES INCLUDING A SPECIALTY WHEELCHAIR IN MORNINGSIDE HEIGHTS CARE CENTER, SEVERAL INSTRUMENTS FOR THE SURGERY AREA AND MONITORS FOR THE MED-SURG AREA. A MAJOR UPGRADE OF THE CHILLER SYSTEM AT AVERA MARSHALL WAS A JOINT EFFORT OF THE AVERA MARSHALL FOUNDATION AND THE AVERA MARSHALL AUXILIARY. THIS PROJECT WAS COMPLETED DURING THIS FISCAL PERIOD AS WELL.OVER 25 DIFFERENT GRANT APPLICATIONS WERE COMPLETED BY THE AVERA MARSHALL FOUNDATION DURING THIS CYCLE, WITH ALMOST ALL REQUESTING FUNDS FOR THE NEW AVERA CANCER INSTITUTE MARSHALL. SUCCESSFUL GRANTS INCLUDED $200,000 FROM THE OTTO BREMER FOUNDATION, $100,000 FROM THE CARR FAMILY FOUNDATION, $50,000 FROM THE CHET JOHNSON FOUNDATION, $25,000 FROM WELLS FARGO, $10,000 FROM THE SOUTHWEST INITIATIVE FOUNDATION AND AT LEAST 5 APPLICATIONS PENDING FOR REVIEW AS OF THIS WRITING. ONE SUCCESSFUL GRANT OUTSIDE OF THE
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IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/AreRelatedOrgsListedScheduleR01
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance02142796
IRS990ScheduleD/CurrentYear/Contributions011923
IRS990ScheduleD/CurrentYear/EndOfYearBalance02266679
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0111960
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance02094594
IRS990ScheduleD/CurrentYearMinus1Year/Contributions035379
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance02142796
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses012823
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01711807
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0165707
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance02094594
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0217080
IRS990ScheduleD/CurrentYearMinus3Years/Contributions01716443
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance01711807
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses0-4636
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs01
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExpensesNotRptdF990058334322
IRS990ScheduleD/ExpensesNotRptdOnFinStmt01227832
IRS990ScheduleD/ExpensesSubtotal039399
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/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/Form990ScheduleDPartXIII/Explanation1THE FOUNDATION IS A MINNESOTA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION BELIEVES 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 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. GENERALLY, 990 FILINGS FOR THE FOUNDATION ARE ALSO NOT SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BEFORE 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2RELATED ORGANIZATION'S REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 60,312,795.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3CONTRIBUTIONS RECORDED IN FUND BALANCE ON FINANCIAL STATEMENTS 2,192,911. INVESTMENT INCOME RECORDED IN FUND BALANCE ON FINANCIAL STATEMENTS 97,204. FUNDRAISING EVENT EXPENSES RECORDED IN EXPENSES ON FINANCIAL STATEMENTS -14,948. REVENUES INCLUDED IN FUND BALANCE ON FINANCIAL STATEMENTS 293,948.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation4FUNDRAISING EVENT EXPENSES REPORTED IN REVENUE ON FORM 990 14,948. RELATED ORGANIZATION'S EXPENSE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 58,319,374.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation5NET ASSETS RELEASED 986,176. EXPENSES RECORDED IN FUND BALANCE ON FINANCIAL STATEMENTS 241,656.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier4PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier5PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/OtherExpensesIncluded058334322
IRS990ScheduleD/OtherExpensesNotIncluded01227832
IRS990ScheduleD/OtherRevenues060312795
IRS990ScheduleD/OtherRevenuesNotIncluded02569115
IRS990ScheduleD/OtherSecurities/BookValue02059468
IRS990ScheduleD/OtherSecurities/Description0ASSETS LIMITED TO USE - AVERA POOLED INVESTMENTS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.18200
IRS990ScheduleD/RevenueNotRptdF990060312795
IRS990ScheduleD/RevenueNotRptdOnFinStmt02569115
IRS990ScheduleD/RevenueSubtotal054347
IRS990ScheduleD/TermEndowmentEOYBalance00.81800
IRS990ScheduleD/TotalExpensesPerForm99001267231
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities02059468
IRS990ScheduleD/TotalRevenuePerForm99002623462
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt058373721
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt060367142
IRS990ScheduleG/EventsInformation/CashPrizesEvent10100
IRS990ScheduleG/EventsInformation/CashPrizesEvent20150
IRS990ScheduleG/EventsInformation/CashPrizesTotalEvents0250
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent103597
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent204280
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal07877

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,738,969
Liabilities
$30,034
Net assets
$11,708,935
Revenue
$2,623,462
Expenses
$1,267,231
Net income
$1,356,231
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