Avera Holy Family
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.
Avera Holy Family at a glance
In short: Avera Holy Family gave $8K across 1 grant in 2025 (avg $8K), mostly in Iowa. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $7,500
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $7,500
- +0.0% vs 2024
- Median grant
- $7,500
- Total assets
- $79,193,311
- +15.8% vs 2024
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Avera Holy Family funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Regional Transit Authority ART ($8K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Avera Holy Family gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $6K (2023) to $26K (2021). In 2025 it made 1 grant totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Regional Transit Authority ART Spencer, IA | Support Estherville community transportation | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $79,193,311 | $38,249,103 | $31,187,101 | $7,500 | 1 | $2,343,040 |
| 2024 | $68,362,497 | $35,903,728 | $29,854,766 | $7,500 | 1 | $722,151 |
| 2023 | $60,276,592 | $28,545,704 | $26,647,358 | $5,625 | 1 | $315,215 |
| 2022 | $57,552,066 | $30,648,640 | $27,141,163 | $7,500 | 1 | $500,053 |
| 2021 | $61,816,340 | $30,600,480 | $25,963,968 | $25,873 | 3 | $1,703,031 |
| 2020 | $58,037,598 | $29,197,784 | $25,767,898 | $7,500 | 1 | $497,762 |
| 2019 | $47,595,359 | $27,404,428 | $24,699,692 | $6,500 | 1 | $770,889 |
About Avera Holy Family
Based on IRS filings
Avera Holy Family is a public charity focused on Health, based in Estherville, IA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $79.2M in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $2.3M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Avera Holy Family is led by Michelle Majerus, President & CEO on the 2025 filing; 6 of 15 officers listed in 2025 are compensated.
Officers on the 2025 filing
Michelle Majerus
President & CEO
New on the 2025 filing
41 hrs/week
$23K (2025)
Deb Herzberg
President & CEO
CEO → President & CEO, 2021
On filings since 2019
42 hrs/week
No compensation reported
Yas Mata
Chair
Board Member → Chair, 2024
On filings since 2023
1 hr/week
No compensation reported
Kari Ann Sorenson
Director - Clinical Services
New on the 2025 filing
40 hrs/week
$108K (2025)
April Sue Krull
Pharmacist
On filings since 2019
40 hrs/week
$120K (2019) → $135K (2025)
Kristi Hough
Manager - Pharmacy
Pharmacy Manager → Manager - Pharmacy, 2023
On filings since 2019
40 hrs/week
$148K (2019) → $175K (2025)
Martin Bergstrom
Chief Nursing Officer
On filings since 2023
40 hrs/week
$106K (2023) → $116K (2025)
Gemaima Marie Mumar Flor
Medical Laboratory Scient
New on the 2025 filing
40 hrs/week
$109K (2025)
Mike Cornwall
Vice Chair
Board Member → Vice Chair, 2023
On filings since 2019
1 hr/week
No compensation reported
Julie Lautt
CFO Avera Health, Secretary & Treasurer
On filings since 2021
0.1 hrs/week
No compensation reported
Sr Candyce Chrystal
Board Member
On filings since 2023
1 hr/week
No compensation reported
Jim Rosendahl
Board Member
On filings since 2024
1 hr/week
No compensation reported
Penny Clayton
Board Member
On filings since 2024
1 hr/week
No compensation reported
Trudy Ahrens
Board Member
On filings since 2024
1 hr/week
No compensation reported
Cody Newgard
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (25)
- Former: Sr Janet Schumacher (2021–2024) — Board Member
- Former: Bob Jensen (2023–2024) — Board Member
- Former: Molly Struve (2023–2024) — Board Member
- Former: Linda Adams (2024) — Nurse Manager
- Former: Nancy Diekmann (2024) — Nurse Manager
- Former: Kathy Preston (2021–2023) — Board Member
- Former: Alyson Gruhlke (2022–2023) — Board Member
- Former: Lisa Schomaker (2023)
- Former: Michael Hanson (2023) — Manager - Ancillary Services
- Former: Chris Schlitz (2019–2022) — Board Member - Left
- Former: Joe Greig (2019–2022) — Chair
- Former: Roslyn Gunderson (2019–2022) — Vice Chair
- Former: Sr Sharon Haas (2019–2022) — Board Member
- Former: Jim Breckenridge (2019–2021) — Former CFO Avera Health, Secretary & Treasurer
- Former: Joe Fitzgibbons (2019–2021) — Board Member
- Former: Carey Fehr (2021) — Radiology Diagnostic Imaging Supervisor
- Former: Chris Schiltz (2021) — Board Member
- Former: Molly Anderson (2021) — Physical Therapist
- Former: Greg Deim (2019–2020) — Board Member
- Former: James Creech (2019–2020) — Board Member & Chief of Staff
- Former: Jim Breckenridge - Left (2020) — CFO Avera Health, Secretary & Treasurer
- Former: Julie Lautt - Joined (2020) — CFO Avera Health, Secretary & Treasurer
- Former: Sr Mary Jaeger PBVM (2020) — Board Member
- Former: Shannon AdamsFormer (2019) — Secretary, Treasurer & Srvp Finance
- Former: Sr Mary Jaeger (2019) — Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $175K, to Kristi Hough (Manager - Pharmacy). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Avera Holy Family
How much does Avera Holy Family give each year?
Avera Holy Family gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $8K across 1 grant.
How large is Avera Holy Family?
Avera Holy Family reported $79.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $38.2M.
What is Avera Holy Family?
Avera Holy Family is a public charity focused on Health, based in Estherville, IA. It holds $79.2M in total assets as of 2025.
Where does Avera Holy Family operate?
Avera Holy Family has awarded grants in Iowa.
What is Avera Holy Family's EIN?
Avera Holy Family's EIN (Employer Identification Number) is 42-0680370. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2019–2024
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Avera Holy Family down — hundreds of funders to go?