dealflow
envelope $200M

← Targets

Avera Holy Family Health

dba Avera Holy Family Hospital · Estherville, Emmet County, IA · CCN 161351
Licensed to Avera Holy Family

Composite
28.9
rank score
Distress
34
FY2024
Fit
34
vs thesis
Estimated ticket
$1.9M–$3.7M
22 beds · within envelope
Ownership
nonprofit
CAH

Why it ranks here

  • under 30 days cash on hand
  • occupancy below 30%
  • margin deteriorating
  • rural — cheaper but limited density
  • very small facility
  • very small ticket — sub-scale as a platform asset
  • very low occupancy — limited volume to learn from
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$31.8M
Operating margin 6.0%
Total margin 24.7%
Days cash on hand 0
Current ratio 2.00
Occupancy18%

Facility

Beds22
Facility typeCAH
Settingrural
Ownership classnonprofit
Per-bed (low) $85.0K
Per-bed (high) $170K

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 22 $26.2M $9.7M 0.0% 27.1% 21 1.03 24% 340 41
2022 22 $27.9M $-1.5M -0.4% -5.5% 11 1.21 25% 338 62
2023 22 $24.5M $4.2M -10.3% 13.4% 7 1.14 21% 306 62
2024 22 $31.8M $9.8M 6.0% 24.7% 0 2.00 18% 236 34

Owners

OwnerRole%SinceType
Avera Health
Sioux Falls, SD
5% or greater direct ownership interest 100 1994-10
Amanda Schutz corporate officer 2019-10
Avera Health
Sioux Falls, SD
operational/managerial control 2007-12
Avera Holy Family
Estherville, IA
operational/managerial control 2007-11
Avera Mckennan
Sioux Falls, SD
operational/managerial control 1994-10
Candyce Chrystal corporate director 2022-07
Edward Rosendahl corporate director 2023-07
James Dover corporate officer 2023-10
Janet Schumacher corporate director 2020-07
Michelle Majerus corporate officer 2024-09
Michelle Majerus w-2 managing employee 2024-09
Michelle Majerus operational/managerial control 2024-09
Mike Cornwall corporate director 2018-07
Penny Clayton corporate director 2023-07
Robert Jensen corporate director 2022-07
Yas Mata corporate director 2022-07

Ownership changes

No CMS ownership change on record since 2016 — this hospital has not traded in at least a decade.

Who has been buying in IA

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2021-07-01 Henry County Health Center Inc Henry County Soldiers' And... Henry County Health Center 25
2019-05-01 Avera Mckennan Sanford Health Network Avera Merrill Pioneer Hospital 11