ESSENTIA INSTITUTE OF RURAL HEALTH

EIN: 271291124 501(c)(3) Medical Research

DULUTH, MN

Total Revenue
$12,455,516
Total Expenses
$11,482,109
Total Assets
$6,687,286
Net Assets
$5,744,765
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
MN
Principal Officer
KATHERINE DEAN
Phone
2187863940
Tax Period
2023-07-01 to 2024-06-30

ESSENTIA INSTITUTE OF RURAL HEALTH, founded in 2009, is a mid-sized nonprofit in the Medical Research sector that reported $12.5M in total revenue in fiscal year 2023. Expenses of $11.5M left a modest 8% surplus.

Mission

ESSENTIA INSTITUTE OF RURAL HEALTH SUPPORTS ESSENTIA HEALTH BY FOSTERING A COLLABORATIVE ENVIRONMENT TO EDUCATE OUR FUTURE HEALTHCARE WORKFORCE, PROMOTING ONGOING MEDICAL EDUCATION OF OUR CLINICIANS, AND ENGAGING IN RESEARCH TO ADVANCE THE SCIENCE OF MEDICINE. THROUGH RESEARCH AND EDUCATION, THE ESSENTIA INSTITUTE OF RURAL HEALTH IMPROVES THE HEALTH AND VITALITY OF OUR COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,331,616
Program Service Revenue $3,188,388
Investment Income $107,752
Other Revenue $3,827,760
TOTAL REVENUE $12,455,516

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,674,613
Fundraising Expenses $0
Program Expenses $10,378,763
Other Expenses $1,807,496
TOTAL EXPENSES $11,482,109

Year-over-Year Comparison

2023 2022 Change
Revenue $12,455,516 $11,564,234 +0.1%
Expenses $11,482,109 $11,754,888 0.0%
Net Income $973,407 $-190,654 -6.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
2
Employees
109
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$1,220,818
Total Directors
3
$933,778
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL NIKCEVICH MD BOARD CHAIR/RELATED ORG PHYSICIAN 2.00
Officer Director
$0 $60,230 $899,178
KATHERINE DEAN EXECUTIVE DIRECTOR 60.00
Officer
$266,605 $44,935 $311,540
STEPHEN WARING PRINCIPLE SCIENTIST 60.00
Highest
$182,337 $33,521 $215,858
BAILEY KAIRA RESIDENT PHYSICIAN 60.00
Highest
$145,628 $31,532 $177,160
PATRICIA CONWAY RESEARCH SCIENTIST III 60.00
Highest
$155,606 $20,837 $176,443
IRINA HALLER RESEARCH SCIENTIST II 60.00
Highest
$147,273 $22,376 $169,649
AUSTIN PICKUP RESIDENT PHYSICIAN 60.00
Highest
$145,312 $15,886 $161,198
LAURIE LEWANDOWSKI BOARD DIRECTOR 1.00
Director
$0 $0 $24,500
ANTHONY SERTICH BOARD SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $10,100
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $12,455,516 $11,482,109 $6,687,286 $973,407
2023 $11,564,234 $11,754,888 $5,590,312 $-190,654
2022 $10,512,280 $11,024,706 $5,587,502 $-512,426
2021 $9,904,383 $10,070,747 $6,914,650 $-166,364
2020 $10,342,236 $10,193,243 $6,443,461 $148,993
2019 $10,057,990 $9,918,844 $6,368,301 $139,146
2018 $9,360,275 $8,480,152 $6,202,780 $880,123
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