Nonprofit · EIN 27-1291124
ESSENTIA INSTITUTE OF RURAL HEALTH
Tax-exempt · DULUTH, MN 55805
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,547,026 | $12,202,333 | -$1,655,307 | $5,297,327 | $978,488 | $4,318,839 |
| June 30, 2024 | 990 | $12,455,516 | $11,482,109 | $973,407 | $6,687,286 | $942,521 | $5,744,765 |
| June 30, 2023 | 990 | $11,564,234 | $11,754,888 | -$190,654 | $5,590,312 | $1,061,250 | $4,529,062 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,775,973
- of which government grants
- $2,740,703
- Program service revenue
- $3,028,959
- Investment income
- $157,054
- Net gain from sales of assets
- $67,025
- Other revenue
- $2,585,040
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $336,631
- Other salaries and wages
- $7,858,109
- Salaries, compensation and benefits (total)
- $10,338,116
- Professional fundraising fees
- $0
- Occupancy
- $116,859
- Travel
- $71,141
- Depreciation
- $13,392
- Program services (functional)
- $11,057,817
- Management and general (functional)
- $1,144,516
Balance sheet and other
- Total assets, start of year
- $6,687,286
- Total assets, end of year
- $5,297,327
- Total liabilities, end of year
- $978,488
- Net assets, end of year
- $4,318,839
- Land, buildings and equipment
- $77,710
- Net assets without donor restrictions
- $4,318,839
- Gross receipts
- $12,614,064
- Employees
- 113
- Volunteers
- 0
- Year formed
- 2009
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL NIKCEVICH MD | BOARD CHAIR/RELATED ORG PHYSICIAN Trustee or director, Officer | 1 | $0 | $871,257 | $61,115 |
| KATHERINE DEAN | EXECUTIVE DIRECTOR Officer | 60 | $274,955 | $0 | $54,377 |
| STEPHEN WARING | PRINCIPLE SCIENTIST Highest-paid employee | 60 | $187,876 | $0 | $35,145 |
| ELENA JAFFER | RESIDENT PHYSICIAN Highest-paid employee | 60 | $147,380 | $0 | $23,092 |
| JACOB WILCOX | RESIDENT PHYSICIAN Highest-paid employee | 60 | $148,766 | $0 | $21,552 |
| MELISSA HARRY | RESEARCH SCIENTIST II Highest-paid employee | 60 | $126,071 | $0 | $23,335 |
| ANTHONY OLSON | RESEARCH SCIENTIST II Highest-paid employee | 60 | $129,097 | $888 | $7,832 |
| LAURIE LEWANDOWSKI | BOARD DIRECTOR Trustee or director | 1 | $0 | $23,375 | $0 |
| ANTHONY SERTICH | BOARD SECRETARY & TREASURER Trustee or director, Officer | 1 | $0 | $5,400 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL NIKCEVICH MD | BOARD CHAIR/RELATED ORG PHYSICIAN Trustee or director, Officer | 2 | $0 | $838,948 | $60,230 |
| KATHERINE DEAN | EXECUTIVE DIRECTOR Officer | 60 | $266,605 | $0 | $44,935 |
| STEPHEN WARING | PRINCIPLE SCIENTIST Highest-paid employee | 60 | $182,337 | $0 | $33,521 |
| BAILEY KAIRA | RESIDENT PHYSICIAN Highest-paid employee | 60 | $145,628 | $0 | $31,532 |
| PATRICIA CONWAY | RESEARCH SCIENTIST III Highest-paid employee | 60 | $155,606 | $0 | $20,837 |
| IRINA HALLER | RESEARCH SCIENTIST II Highest-paid employee | 60 | $147,273 | $0 | $22,376 |
| AUSTIN PICKUP | RESIDENT PHYSICIAN Highest-paid employee | 60 | $145,312 | $0 | $15,886 |
| LAURIE LEWANDOWSKI | BOARD DIRECTOR Trustee or director | 1 | $0 | $24,500 | $0 |
| ANTHONY SERTICH | BOARD SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $10,100 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL NIKCEVICH MD | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $908,427 | $58,140 |
| KATHERINE DEAN | EXECUTIVE DIRECTOR Officer | 60 | $272,392 | $0 | $42,170 |
| STEPHEN WARING | PRINCIPLE SCIENTIST Highest-paid employee | 60 | $187,156 | $0 | $33,475 |
| JAMIE HAMMER | RESIDENT PHYSICIAN Highest-paid employee | 60 | $154,636 | $0 | $41,144 |
| PATRICIA CONWAY | RESEARCH SCIENTIST III Highest-paid employee | 60 | $169,629 | $0 | $21,523 |
| COURTNEY DONAHOE | RESIDENT PHYSICIAN Highest-paid employee | 60 | $143,962 | $0 | $25,806 |
| STACI LOKEN | RESIDENT PHYSICIAN Highest-paid employee | 60 | $150,002 | $0 | $15,785 |
| LAURIE LEWANDOWSKI | BOARD DIRECTOR Trustee or director | 1 | $0 | $25,375 | $0 |
| WALTER LEINO MD | BOARD CHAIR THRU 12/22 Trustee or director, Officer | 2 | $0 | $20,000 | $0 |
| ANTHONY SERTICH | BOARD SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $7,800 | $0 |
| JOSEPH LEONI | BOARD DIRECTOR THRU 12/22 Trustee or director | 1 | $0 | $6,800 | $0 |
Address and contacts
- Address (IRS master file)
- 502 E 2ND ST, DULUTH, MN 55805-1913
- In care of
- % JULIE THEDENS
- Principal officer (990 for 2024)
- KATHERINE DEAN, 502 E 2ND ST, DULUTH, MN 55805
- Signed the 990
- KATHERINE DEAN, EXECUTIVE DIRECTOR
- Phone
- (218) 786-3940
- Website
- WWW.ESSENTIAHEALTH.ORG
Mission
WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.
Program accomplishments
- ESSENTIA INSTITUTE OF RURAL HEALTH (EIRH) IS CREATED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND RELIGIOUS PURPOSES. MORE SPECIFICALLY, EIRH IS CREATED AND ORGANIZED TO ASSIST AND COORDINATE ACTIVITIES OF FACILITIES FOR HEALTH CARE, HEALTH CARE EDUCATION, AND RESEARCH.EIRH SUPPORTS CLINICAL AND HEALTH SERVICES RESEARCH ACROSS POPULATIONS SERVED BY ESSENTIA HEALTH IN MINNESOTA, NORTH DAKOTA, AND WISCONSIN.THE EIRH RESEARCH DIVISION, IN COLLABORATION WITH ESSENTIA HEALTH CLINICIANS AND COMMUNITY PARTNERS, ADVANCES MEDICINE THROUGH SCIENTIFIC RESEARCH TO IMPROVE PATIENT OUTCOMES AND BUILD HEALTH AND VITALITY WITH OUR COMMUNITIES. THE TEAM PUBLISHED 65 PEER-REVIEWED RESEARCH PUBLICATIONS IN FISCAL YEAR ENDED JUNE 30, 2025 TO IMPROVE PATIENT CARE AND CARE DELIVERY. OVER 200 CLINICAL TRIALS WERE OFFERED TO OUR PATIENTS, AND THE EIRH CLINICAL TRIALS TEAM CARED FOR OVER 1,800 PATIENTS.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, EIRH RESEARCHERS SUBMITTED 37 NEW GRANT APPLICATIONS TO FEDERAL/STATE AGENCIES, NON-PROFIT ORGANIZATIONS/FOUNDATIONS AND MANAGED OVER 50 RESEARCH GRANTS DURING THE FISCAL YEAR. EIRH RECEIVED 14 NEW GRANTS TOTALING NEARLY $3 MILLION IN NEW, MULTI-YEAR, EXTERNAL RESEARCH GRANT FUNDING.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES THIS ORGANIZATION AND ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM OR "ESSENTIA HEALTH").Expenses $7,999,692 · revenue $3,229,991
- EIRH'S EDUCATION DIVISION HELPS PREPARE OUR FUTURE HEALTHCARE WORKFORCE BY STRATEGICALLY ORGANIZING, DEVELOPING AND PROVIDING CLINICAL EXPERIENCE OPPORTUNITIES FOR RESIDENTS AND MEDICAL/HEALTH SCIENCE STUDENTS ENROLLED IN ACCREDITED PROGRAMS. EIRH PROVIDED OVER 480,000 HOURS OF TRAINING TO MORE THAN 2,800 STUDENTS IN FY25. EIRH MANAGES THE OPERATIONS OF THE DULUTH FAMILY MEDICINE RESIDENCY PROGRAM AND EMPLOYS ITS 24 FAMILY MEDICINE RESIDENTS. EIRH ALSO HOSTS THE UNIVERSITY OF MINNESOTA'S GENERAL SURGERY RESIDENCY RURAL TRAINING TRACK. THESE RESIDENCY PROGRAMS ARE KEY TO PREPARING PHYSICIANS FOR RURAL PRACTICE, AS WELL AS A CRUCIAL RECRUITMENT POOL FOR ESSENTIA HEALTH.Expenses $2,659,554 · revenue $2,242,894
- THE EIRH EDUCATION DEPARTMENT PROVIDES ACCREDITED CONTINUING MEDICAL EDUCATION (CME) PROGRAMMING FOR OUR PHYSICIANS AND OTHER CARE TEAM PROFESSIONALS THAT IS STRATEGICALLY ALIGNED WITH ESSENTIA HEALTH INITIATIVES AND GOALS. OVER 600 ACTIVITIES WERE OFFERED AND OVER 19,000 CME CREDITS AWARDED IN FY25. EIRH OPERATES A MEDICAL LIBRARY WHICH PROVIDES SERVICES AND RESOURCES TO A WIDE RANGE OF CLINICAL STAFF.Expenses $398,571 · revenue $141,114
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1291124
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H90)
- Assets (IRS master file)
- $5,297,327
- Income (IRS master file)
- $12,614,064
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,547,026 | $12,202,333 | $5,297,327 | IRS |
| 990 | June 2024 | $12,455,516 | $11,482,109 | $6,687,286 | IRS |
| 990 | June 2023 | $11,564,234 | $11,754,888 | $5,590,312 | XML |
| 990 | June 2022 | $10,512,280 | $11,024,706 | $5,587,502 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1291124).
Questions about ESSENTIA INSTITUTE OF RURAL HEALTH
- What is the EIN of ESSENTIA INSTITUTE OF RURAL HEALTH?
- The employer identification number (EIN) of ESSENTIA INSTITUTE OF RURAL HEALTH is 27-1291124.
- Is ESSENTIA INSTITUTE OF RURAL HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ESSENTIA INSTITUTE OF RURAL HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ESSENTIA INSTITUTE OF RURAL HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ESSENTIA INSTITUTE OF RURAL HEALTH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ESSENTIA INSTITUTE OF RURAL HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ESSENTIA INSTITUTE OF RURAL HEALTH?
- The 990 for the year ended June 30, 2025 names KATHERINE DEAN.
- Who are the officers and directors of ESSENTIA INSTITUTE OF RURAL HEALTH?
- The 990 for the year ended June 30, 2025 lists 9 people; 6 received compensation from the organization.
- How much revenue does ESSENTIA INSTITUTE OF RURAL HEALTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,547,026, expenses of $12,202,333 and total assets of $5,297,327 at year end.
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