Zumbrota Health Services

Analysis

Zumbrota Health Services is a registered charity in United States, based in Zumbrota, MN. It received its IRS tax-exemption ruling in July 2004, 22 years ago. Its declared purposes cover health care, which this site groups under health and saving lives. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2023, Zumbrota Health Services reported income of $5.6m and spending of $5.8m, spending 103% of its income. Across the 6 years on record, from June 2019 to September 2023, income fell from $5.8m to $5.6m (-2.4%), an average of -0.5% a year. The sharpest change came in the year to September 2020, when income rose by 324%. Over the whole period it spent 105% of the income it received.

Among 40,470 United States charities whose main cause is health and saving lives and that reported income, Zumbrota Health Services sits at the 80th percentile: it is larger than about 80% of them. Against every charity in United States with reported income it ranks in the 93rd percentile, and in the 92nd percentile within MN. Charities of a similar size with the same main cause include Medical Center of the Americasfoundation ($5.6m), Sunset Manor Inc ($5.6m) and The Physicians Foundation Inc ($5.6m).

On its Form 990 for the period ending September 2023, revenue came from contributions and grants 0.0% and program service revenue 96% of the total. Other salaries and wages came to $2.6m. At year end it held assets of $6.9m against liabilities of $8.5m, net assets of -$1.6m. It reported 130 employees.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.