MEDISOTA

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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

1982

Legal Domicile

Principal Officer

Brad Burris

Phone

3207692269

Tax Period

2024-07-01 to 2025-06-30

MEDISOTA, founded in 1982, is a small nonprofit in the Health Care sector that reported $485K in total revenue in fiscal year 2024.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $59,692 Revenue: $51,234

Medi-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...

Medi-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.

Program 2

Expenses: $87,749 Revenue: $63,285

Recruiting activities are provided as a means for all members to recruit jointly by contracting with one coordinator who assists members with specific searches, recruitment background checks...

Recruiting activities are provided as a means for all members to recruit jointly by contracting with one coordinator who assists members with specific searches, recruitment background checks, reference checks for candidates to fill openings within the membership.

Program 3

Expenses: $133,027 Revenue: $164,946

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

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $358,134

Program Service Revenue $114,519

Investment Income $12,126

Other Revenue $0

TOTAL REVENUE $484,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $290,337

Other Expenses $514,983

TOTAL EXPENSES $514,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$484,779	$465,340	+0.0%
Expenses	$514,983	$416,687	+0.2%
Net Income	$-30,204	$48,653	-1.6%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Mary Ellen Wells	Volunteer	Director	$0	$0	$0
Melissa McGinty-Thompson	Volunteer	Officer Director	$0	$0	$0
Richard Ash	Volunteer	Director	$0	$0	$0
Lori Sisk	Volunteer	Director	$0	$0	$0
Sarah Urtel	Volunteer	Director	$0	$0	$0
Debra Stueve	Volunteer	Director	$0	$0	$0
Ben Davis	Volunteer	Director	$0	$0	$0
Kirk Stensrud	Volunteer	Director	$0	$0	$0
Kent Mattson	Volunteer	Director	$0	$0	$0
Travis Olsen	Volunteer	Director	$0	$0	$0
Dale Kruger	Volunteer	Director	$0	$0	$0
Brian Lovdahl	Volunteer	Director	$0	$0	$0
Al Ross	Volunteer	Director	$0	$0	$0
Chuck Hofius	Volunteer	Director	$0	$0	$0
Todd Consbruck	Volunteer	Director	$0	$0	$0
Lisa Bjerga	Volunteer	Director	$0	$0	$0
Stacy Barstad	Volunteer	Director	$0	$0	$0
Joel Beiswenger	Volunteer	Director	$0	$0	$0
Craig Henneman	Volunteer	Director	$0	$0	$0
Shelby Medina	Volunteer	Director	$0	$0	$0
Carrie Michalski	Volunteer	Director	$0	$0	$0
Greg Miner	Volunteer	Director	$0	$0	$0
David Walz	Volunteer	Officer Director	$0	$0	$0
Kerrie McEvilly	Volunteer	Director	$0	$0	$0
Jacob Redepenning	Volunteer	Director	$0	$0	$0
Randy Ulseth	Volunteer	Director	$0	$0	$0
Paula Meskan	Volunteer	Director	$0	$0	$0
Carnie Allex	Volunteer	Director	$0	$0	$0
Luke Schryvers	Volunteer	Director	$0	$0	$0
Bradley Burris	Volunteer	Officer Director	$0	$0	$0
Jennifer Macik	Volunteer	Director	$0	$0	$0
Erik Bjerke	Volunteer	Officer Director	$0	$0	$0
Ken Westman	Volunteer	Director	$0	$0	$0
Andy Knutson	Volunteer	Director	$0	$0	$0
Sarah Urtel	Volunteer	Director	$0	$0	$0
Robb Pastor	Volunteer	Director	$0	$0	$0
Keith Okeson	Volunteer	Director	$0	$0	$0

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	$484,779	$514,983	$283,438	$-30,204
2024	$465,340	$416,687	$313,642	$48,653
2023	$406,857	$422,940	$264,990	$-16,083
2022	$521,922	$429,020	$280,949	$92,902
2021	$453,793	$439,654	$188,049	$14,139
2020	$443,547	$390,784	$173,910	$52,763