AVERA HEALTH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AVERA HEALTH (EIN 46-0422673)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349306758
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T15:10:17-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460422673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERA HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVER | BusinessNameControlTxt |
| Phone | 6053227300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST AVERA DRIVE No 300 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Breckenridge | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 6053224700 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Porter | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 WEST AVERA DRIVE No 300 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $135,049,558 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.avera.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | Promotion of Health | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 837 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $1,589,065 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $104,051 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,049,256 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,015,201 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $92,494,783 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $125,942,998 | CYProgramServiceRevenueAmt |
| PY Investment Income | $792,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $572,957 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,710,523 | PYOtherRevenueAmt |
| CY Other Revenue | $278,813 | CYOtherRevenueAmt |
| PY Total Revenue | $125,047,257 | PYTotalRevenueAmt |
| CY Total Revenue | $134,809,969 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,656,331 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,241,116 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $54,745,019 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $74,107,652 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,221,636 | PYOtherExpensesAmt |
| CY Other Expenses | $42,106,832 | CYOtherExpensesAmt |
| PY Total Expenses | $87,622,986 | PYTotalExpensesAmt |
| CY Total Expenses | $119,455,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,424,271 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,354,369 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,156,273,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,372,317,642 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $944,979,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,121,323,279 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $211,293,589 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $250,994,363 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Avera Health 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $104,524,341 | ExpenseAmt |
| Grant | $3,241,116 | GrantAmt |
| Revenue | $125,942,998 | RevenueAmt |
| Desc | Avera Health delivers health care to individuals and communities through a system of nearly 330 affiliated health care facilities, which are referred to collectively as "Avera." Avera, the health ministry of the Benedictine and Presentation Sisters, serves the people of eastern South Dakota and surrounding states with a wide spectrum of health services delivered through hospitals, long-term care facilities, clinics and other health programs.Avera Health VisionWorking with its partners, Avera Health shall provide a quality, cost-effective health ministry, which reflects Gospel values. We shall improve the health care of the people we serve through a regionally integrated network of persons and institutions.Avera ValuesIn caring for life, the Avera community is guided by the Gospel values of compassion, hospitality and stewardship.Avera is sponsored by the Benedictine Sisters of Yankton, S.D., and the Presentation Sisters of Aberdeen, S.D. In accordance with its Catholic mission, Avera adheres to "The Ethical and Religious Directives for Catholic Health Care Services".Avera facilities return any revenues over expenses that they receive to the people in their communities in three ways:We provide care of those who cannot afford to pay. Avera affiliates provide free or discounted health and health-related services to persons who cannot afford to pay all or part of a bill, including persons who are uninsured and low-income patients, using income-related discounts. As the number of uninsured persons grows, so does the need for charity care, or free or discounted health services provided to those who cannot afford to pay.Charity Care/Patient Assistance at cost $22,098,628Charity care/financial assistance is free or discounted health and health-related services provided to persons who cannot afford to pay all or part of a bill, including persons who are uninsured and low-income patients, using an income-related schedule. The dollar amount provided for charity care is based on the actual cost of providing that service, not the amount that would have been charged for that service. Charity care does not include bad debt.Unpaid Costs of Government and Other Programs $35,540,386 *Medicaid, State Children's Health Insurance Program (SCHIP), local and state government programs that reimburse health care providers for persons not eligible for Medicaid and other government programs provide health coverage for thousands of individuals in our region. However, they generally do not reimburse hospitals and doctors for the full costs of services. In many instances, payment is based on data from previous years that doesn't accurately reflect the rapidly changing nature of health services, such as new processes, new equipment, new technologies and rising costs for supplies.*In accordance with "A Guide for Planning and Reporting Community Benefit" (St. Louis: Catholic Health Association of the United States, 2008), unpaid costs of Medicare are not included in this amount. The amount of unpaid costs of Medicare for the fiscal year ending June 30, 2014, was $51,036,521.Additional Community Benefits $40,408,260Community benefits are programs or activities that provide treatment or promote health and healing as a response to identified community needs. These programs and services are not provided for marketing purposes. A community benefit must meet at least one of the following criteria: improve access to health care services; enhance health of the community; advance medical or health care knowledge; or relieve or reduce the burden of government or other community efforts. Included in this category are community health improvement services, health professions education, subsidized health services, research activities, financial and in-kind contributions, community-building and leadership activities and community-benefit-operations activities.Total $99,047,274Avera operates under the premise that social and institutional wellness are best promoted through joint efforts of various religious and community-sponsored institutions. Choosing collaboration and empowerment enables us to be better stewards of our human, financial, technical and environmental resources.Our caregivers are supported by the resources and expertise of the region's largest health system. Management and other support services are provided through the Avera Central Office, and Avera's six regional centers: Avera St. Luke's in Aberdeen, SD; Avera Marshall Regional Medical Center in Marshall, MN.; Avera Queen of Peace in Mitchell, SD; Avera St. Mary's in Pierre, SD; Avera McKennan in Sioux Falls, SD; and Avera Sacred Heart in Yankton, SD. As a leading health system in the region, Avera is committed to meeting the needs of communities it serves through the provision of quality health care services guided by Christian values and by making a positive impact on the community. Avera Health acts as the leader of the Avera health ministry, serving as an overall parent to support its affiliated tax-exempt health care organizations. Through Avera Health, affiliates collaborate to improve the lives and health of individuals and of the communities we serve. This collaboration allows affiliates to access leading edge strategies and expertise while keeping administrative costs as low as possible.Avera Health serves health care facilities that are owned by Avera Health as well as facilities that are owned by local communities. Through Avera Health, affiliates are able to share costs of management, legal and other support services among many facilities rather than each facility incurring those costs separately. Avera Health provides a variety of services for the benefit of affiliates including coordinating the delivery of health care service to the region, overall strategic planning, group purchasing of supplies and services at lowest possible cost and education. Avera Health also coordinates joint investments and risk-management programs for affiliates.Some of the specific ways Avera Health has improved the communities we serve include during the year ended June 30, 2014 are:* Providing support services to nearly 330 affiliated health care facilities* Providing $2,687,673 (shown on Form 990, Part IX, line 1) in financial support for various projects in local communities* Sponsoring education programs including a gerontological care conference, nursing conference, ethics conference, parish nursing conference and more. | Desc |
| Total Program Service Expenses | $104,524,341 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 388 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 837 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Breckenridge | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6053224700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 W Avera Dr Ste 300 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 57108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mark Buche | |||||||||
| Chair | 5.20 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sister Mary Jaeger | |||||||||
| Vice Chair | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cathy Clark | |||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Janet Horstman | |||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Barbara McTague | |||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Mary Kay Panowicz | |||||||||
| Director | 5.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister JoAnn Sturzl | |||||||||
| Director | 5.00 | 2.30 | Yes (X) | $0 | $0 | $0 | |||
| Merrit Warren MD | |||||||||
| Director | 5.00 | 6.50 | Yes (X) | $0 | $0 | $0 | |||
| Dan Eisenbraun | |||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Shlanta | |||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sister Debra Kolecka | |||||||||
| Director | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Dale Vizcarra | |||||||||
| Director | 5.00 | 40.00 | Yes (X) | $0 | $216,218 | $33,954 | |||
| Dr J Michael Bacharach | |||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ken Karels | |||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John Porter | |||||||||
| President & CEO | 40.00 | 2.00 | Yes (X) | Yes (X) | $1,334,108 | $0 | $34,581 | ||
| James Breckenridge | |||||||||
| Sec/Treas & SrVP Finance | 40.00 | 0.00 | Yes (X) | $701,996 | $0 | $22,231 | |||
| Fredrick Slunecka | |||||||||
| Chief Operating Officer | 40.00 | 0.00 | $1,032,419 | $0 | $32,081 | Yes (X) | |||
| David Flicek | |||||||||
| Chief Administrative Officer | 40.00 | 1.00 | $531,634 | $0 | $35,637 | Yes (X) | |||
| David Erickson | |||||||||
| Sr VP Medical Affair | 40.00 | 0.00 | $645,050 | $0 | $33,137 | Yes (X) | |||
| Todd Forkel | |||||||||
| Pres/CEO-St. Lukes | 1.00 | 40.00 | $445,623 | $0 | $33,137 | Yes (X) | |||
| Pamela Rezac | |||||||||
| Pres/CEO-Sacred Heart | 1.00 | 40.00 | $471,589 | $0 | $34,081 | Yes (X) | |||
| David Kapaska | |||||||||
| Pres/CEO-McKennan | 1.00 | 40.00 | $796,316 | $0 | $32,081 | Yes (X) | |||
| William McLean | |||||||||
| SrVP Human Resoures/McKennan | 1.00 | 40.00 | $396,265 | $0 | $25,321 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,355,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $216,218 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $316,241 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 80 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Avera McKennan | |||||
| 1325 S Cliff Avenue | Sioux Falls | SD | 57117 | Services | $7,134,242 |
| CDW Government | |||||
| 230 N Milwaukee Ave | Vernon Hills | IL | 60061 | Computer Hardware Consulting | $5,205,840 |
| Medical Information Technology | |||||
| 1 Meditech Circle | Westwood | MA | 02090 | Hardware/Software Consulting | $3,660,887 |
| The Advisory Board | |||||
| 2445 M Street NW | Washington | DC | 20037 | Healthcare Consulting | $2,141,597 |
| LSS Systems | |||||
| 6423 City West Park | Eden Prairie | MN | 55344 | Software Consulting | $1,889,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 71 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $54,200 | FederatedCampaignsAmt |
| Fundraising | $482,937 | FundraisingAmt |
| Government Grants | $1,111,628 | GovernmentGrantsAmt |
| All Other Contributions | $6,366,436 | AllOtherContributionsAmt |
| Noncash Contributions | $150,136 | NoncashContributionsAmt |
| Total Contributions | $8,015,201 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Support services | 561000 | $119,899,245 | $118,259,672 | $1,639,573 |
| Income from affiliates | 561000 | $5,776,003 | $5,826,511 | -$50,508 |
| Supporting revenue | 900099 | $230,497 | $230,497 | |
| Education & conference | 900099 | $37,253 | $37,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $125,942,998 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $594,929 | TotalRevenueColumnAmt |
| Exclusion | $594,929 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $166,284 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $166,284 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,284 | TotalRevenueColumnAmt |
| Exclusion | $166,284 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $21,972 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$21,972 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,972 | TotalRevenueColumnAmt |
| Exclusion | -$21,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $330,146 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $482,937 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $217,617 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,529 | TotalRevenueColumnAmt |
| Exclusion | $112,529 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,809,969 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,353,933 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,589,065 | UnrelatedBusinessRevenueAmt |
| Exclusion | $851,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,687,673 | TotalAmt |
| Program Services | $2,687,673 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,443 | TotalAmt |
| Program Services | $553,443 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,723,975 | TotalAmt |
| Management And General | $3,723,975 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,898 | TotalAmt |
| Program Services | $128,898 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,612,378 | TotalAmt |
| Program Services | $52,318,049 | ProgramServicesAmt |
| Management And General | $2,294,329 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,434 | TotalAmt |
| Program Services | $1,041,817 | ProgramServicesAmt |
| Management And General | $61,617 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,076,221 | TotalAmt |
| Program Services | $9,234,214 | ProgramServicesAmt |
| Management And General | $842,007 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,462,746 | TotalAmt |
| Program Services | $4,010,990 | ProgramServicesAmt |
| Management And General | $451,756 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,473 | TotalAmt |
| Management And General | $20,473 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,500 | TotalAmt |
| Management And General | $653,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,164,338 | TotalAmt |
| Program Services | $18,068,429 | ProgramServicesAmt |
| Management And General | $4,095,909 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713,486 | TotalAmt |
| Program Services | $1,713,486 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,970,732 | TotalAmt |
| Program Services | $3,565,900 | ProgramServicesAmt |
| Management And General | $1,404,832 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,624 | TotalAmt |
| Program Services | $340,624 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,553 | TotalAmt |
| Program Services | $917,474 | ProgramServicesAmt |
| Management And General | $777,079 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135,221 | TotalAmt |
| Program Services | $955,142 | ProgramServicesAmt |
| Management And General | $180,079 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465,170 | TotalAmt |
| Program Services | $1,158,028 | ProgramServicesAmt |
| Management And General | $307,142 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,946 | TotalAmt |
| Program Services | $258,946 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,424,105 | TotalAmt |
| Program Services | $5,345,071 | ProgramServicesAmt |
| Management And General | $79,034 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,918 | TotalAmt |
| Program Services | $223,679 | ProgramServicesAmt |
| Management And General | $4,239 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Grant Program Expenditu | $1,430,698 | $1,430,698 | |
| Food | $132,781 | $105,441 | $27,340 |
| License & publications | $85,278 | $85,278 | |
| Project expenses | $54,833 | $54,833 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,176 | TotalAmt |
| Program Services | $326,228 | ProgramServicesAmt |
| Management And General | $7,948 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,455,600 | TotalAmt |
| Program Services | $104,524,341 | ProgramServicesAmt |
| Management And General | $14,931,259 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,083,600 | BOYAmt |
| EOY | $15,968,518 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $385,850 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,407,034 | BOYAmt |
| EOY | $20,602,716 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,615,816 | BOYAmt |
| EOY | $13,299,979 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,394 | BOYAmt |
| EOY | $3,359,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,241,879 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,347,262 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,176,883 | BOYAmt |
| EOY | $68,894,617 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,520,238 | BOYAmt |
| EOY | $736,782,319 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,959,195 | BOYAmt |
| EOY | $116,166,617 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,858 | BOYAmt |
| EOY | $72,494 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,613,558 | BOYAmt |
| EOY | $396,785,395 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,273,576 | BOYAmt |
| EOY | $1,372,317,642 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,870,268 | BOYAmt |
| EOY | $15,828,911 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,993,817 | BOYAmt |
| EOY | $18,999,349 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,801,062 | BOYAmt |
| EOY | $323,567,541 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,774,575 | BOYAmt |
| EOY | $639,694,294 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $35,127,161 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,540,265 | BOYAmt |
| EOY | $88,106,023 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,979,987 | BOYAmt |
| EOY | $1,121,323,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,732,497 | BOYAmt |
| EOY | $249,236,026 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,551 | BOYAmt |
| EOY | $1,261,151 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,541 | BOYAmt |
| EOY | $497,186 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,293,589 | BOYAmt |
| EOY | $250,994,363 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,273,576 | BOYAmt |
| EOY | $1,372,317,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,354,369 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,850,064 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,496,341 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,772,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,930,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,237,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,049,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,015,201 | CurrentTaxYearAmt |
| Total | $44,005,061 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,864,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,880,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,219,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,494,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,942,998 | CurrentTaxYearAmt |
| Total | $391,402,728 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,636,792 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,811,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,457,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,544,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,958,199 | CurrentTaxYearAmt |
| Total | $435,407,789 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,719,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,116,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,279,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,428,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,619,274 | CurrentTaxYearAmt |
| Total | $190,163,763 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,719,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,116,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,279,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,428,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,619,274 | CurrentTaxYearAmt |
| Total | $190,163,763 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $245,244,026 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,905,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,831,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,214,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $980,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $761,213 | CurrentTaxYearAmt |
| Total | $8,693,503 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,905,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,831,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,214,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $980,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $761,213 | CurrentTaxYearAmt |
| Total | $8,693,503 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $537,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $435,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $550,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $328,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,051 | CurrentTaxYearAmt |
| Total | $1,956,545 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,079,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,078,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,222,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,852,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,824,463 | CurrentTaxYearAmt |
| Total | $446,057,837 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.54980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.56080 | PublicSupportPY509Pct |
| Investment Income CY | 0.01950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03120 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $685 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $33,200 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $15,564 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $49,449 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Grants to other organizations: The Lehman Group $12,000 Dougherty & Dougherty, LLP $21,200 Other Activities: Avera Day at the SD Legislature = $15,563 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,302,432 | BeginningYearBalanceAmt |
| Contributions | $477,896 | ContributionsAmt |
| Investment Earnings Or Losses | $155,637 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $370,880 | OtherExpendituresAmt |
| Administrative Expenses | $22,314 | AdministrativeExpensesAmt |
| End Year Balance | $3,542,771 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,046,321 | BeginningYearBalanceAmt |
| Contributions | $328,355 | ContributionsAmt |
| Investment Earnings Or Losses | $656,901 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,729,145 | OtherExpendituresAmt |
| End Year Balance | $3,302,432 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,228,130 | BeginningYearBalanceAmt |
| Contributions | $328,691 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,335,972 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $174,528 | AdministrativeExpensesAmt |
| End Year Balance | $6,046,321 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $8,535,863 | ContributionsAmt |
| Investment Earnings Or Losses | $2,080,865 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $388,598 | OtherExpendituresAmt |
| End Year Balance | $10,228,130 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59930 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25940 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,544,035 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $948,600 | OtherCostOrOtherBasisAmt |
| Book Value | $14,492,635 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,744,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,226,851 | DepreciationAmt |
| Book Value | $25,518,014 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,628,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,035,647 | DepreciationAmt |
| Book Value | $1,593,146 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,112,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,084,764 | DepreciationAmt |
| Book Value | $17,027,828 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,262,994 | OtherCostOrOtherBasisAmt |
| Book Value | $10,262,994 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $68,894,617 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Non-publicly traded hedge funds | $95,555,214 | F |
| Non-publicly traded real estate | $16,810,265 | F |
| NPPC, LLC | $100,000 | C |
| Premier Purchasing Partners, L.P. | $1,372,082 | C |
| Premier Stock | $2,329,056 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $116,166,617 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash surrender value of life insurance | $1,536,675 |
| Related party receivables | $337,981,861 |
| Deferred financing costs | $2,053,683 |
| Bond project fund | $55,213,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $396,785,395 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Estimated insurance claims payable | $35,088,625 |
| Due to affiliates | $51,366,553 |
| Bond interest payable | $1,650,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $88,106,023 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $154,339,416 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,850,064 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $10,295,237 | OtherRevenueAmt |
| Revenue Not Reported | $31,145,301 | RevenueNotReportedAmt |
| Revenue Subtotal | $123,194,115 | RevenueSubtotalAmt |
| Other Revenues Not Included | $11,615,854 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,615,854 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $134,809,969 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $112,714,228 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $217,617 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $217,617 | ExpensesNotReportedAmt |
| Expenses Subtotal | $112,496,611 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,958,989 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,958,989 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $119,455,600 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Avera Health administers the Avera Health Pooled Investment Fund, a fund that is maintained for the benefit of facilities that are sponsored, operated, or managed by Avera Health. Investments are made in conformity with the objectives and guidelines of the Avera Health Pooled Investment Committee. Within the fund, participating facilities share in a pool of investments that are managed by various fund managers. Investments that are held for participating facilities are recorded as Avera Health Pooled Investments with a corresponding liability account of Custodial Funds - Avera Health Pooled Investments on the balance sheet. Avera Health also holds its own investments within the pooled fund and records their allocated share of income and losses from these investments as investment income in the financial statements. |
| Part V, Line 4: | The Organization's endowment consists of approximately 65 individual funds established for a variety of purposes related to health and wellness programs in Avera affiliated organizations. |
| Part X, Line 2: | Avera Health and most of its sponsored organizations are considered nonprofit corporations as described in Section 501(c)(3) of the Internal Revenue Code and are exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. These organizations are required to file a Return of Organization Exempt from Income Tax (Form 990) with the Internal Revenue Service (IRS). Avera Health and certain sponsored organizations also file an Exempt Organization Business Income Tax Return (Form 990T) with the IRS to report their unrelated business taxable income. Avera Health and its sponsored organizations believe that they have appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. The federal Form 990T filings for consolidated subsidiaries are no longer subject to federal tax examinations by tax authorities for years before 2011. |
| Part XI, Line 2d - Other Adjustments: | Insurance program admin income not recognized for tax reporting 11,281,120. Foundation expenses reported in revenue on financial statements -75,347. Non-operating depreciation reported in revenue for financial statements -910,536. |
| Part XI, Line 4b - Other Adjustments: | Contributions reported in fund balance on financial statements 210,000. Fundraising events expenses reported in revenue on Form 990 -217,617. Investment income reported in fund balance on financial statement 166,499. Premier Program revenue included in expenses for financial statements 5,776,003. Transfer to affiliate included in Other Income for financial statements 17,849. Contributions received by Foundation - not reflected in financial statements 5,663,120. |
| Part XII, Line 2d - Other Adjustments: | Fundraising event expenses reported in revenue on Form 990 217,617. |
| Part XII, Line 4b - Other Adjustments: | Foundation expenses reported in revenue on financial statements 75,347. Premier Program revenue included in expenses for Form 990 5,776,003. Non-operating depreciation reported in expenses for Form 990 910,536. Project and operating expenses included in expense for Form 990 197,103. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Race Against Breast Cancer | NameOfEvent1Amt |
| Gross Receipts Event1 | $495,109 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $293,172 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $201,937 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $96,055 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $14,842 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,818 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,008 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,667 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | The Big Grape Reserve | NameOfEvent2Amt |
| Gross Receipts Event2 | $174,691 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $130,041 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $44,650 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $914 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $21,837 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $31,258 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,692 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $143,283 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $59,724 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $83,559 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,387 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,170 | RentFcltyCostsOtherEventsAmt |
| Entertainment Other Events | $1,772 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $21,897 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $813,083 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $482,937 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $330,146 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $98,356 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $37,849 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $36,076 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,080 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,256 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $217,617 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $112,529 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| South Dakota State University Foundation | |||||||
| 815 Medary Street | Brookings | SD | 57007 | 460273801 | 501(c)(3) | $1,532,600 | Charitable Assistance |
| Catholic Foundation of Eastern SD | |||||||
| 523 N Duluth Ave | Sioux Falls | SD | 57104 | 466000424 | 501(c)(3) | $130,000 | Charitable Assistance |
| Mounty Marty College | |||||||
| 1105 W 8th Street | Yankton | SD | 57078 | 460283336 | 501(c)(3) | $52,000 | Charitable Assistance |
| University of South Dakota Foundation | |||||||
| 111 N Dakota | Vermillion | SD | 57069 | 466018891 | 501(c)(3) | $30,000 | Charitable Assistance |
| Sisters of the Presentation of the Blessed Virgin Mary | |||||||
| 1500 N Second St | Aberdeen | SD | 57401 | 460253283 | 501(c)(3) | $7,500 | Charitable Assistance |
| Coalition to Protect America's Healthcare | |||||||
| PO Box 30211 | Bethesda | MD | 20824 | 522253225 | 501(c)(4) | $30,000 | Charitable Assistance |
| Sioux Empire United Way | |||||||
| 1000 N West Ave Ste 120 | Sioux Falls | SD | 57104 | 460233701 | 501(c)(3) | $11,000 | Charitable Assistance |
| South Dakota Humanities Council | |||||||
| 1215 Trail Ridge Rd Ste A | Brookings | SD | 57006 | 460316222 | 501(c)(3) | $10,000 | Charitable Assistance |
| Sacred Heart Monastery | |||||||
| 1005 W 8th Street | Yankton | SD | 57078 | 460224541 | 501(c)(3) | $7,500 | Charitable Assistance |
| (no name) | |||||||
| Charitable Assistance | |||||||
| South Dakota Golf Association Junior Golf Foundation | |||||||
| 4809 W 41st Street Ste 201 | Sioux Falls | SD | 57106 | 460449824 | 501(c)(3) | $30,500 | Charitable Assistance |
| Habitat for Humanity South Dakota | |||||||
| PO Box 8116 | Brookings | SD | 57006 | 460454907 | 501(c)(3) | $6,500 | Charitable Assistance |
| Hill City Area Chamber of Commerce | |||||||
| PO Box 253 | Hill City | SD | 57745 | 460386435 | 501(c)(6) | $7,500 | Charitable Assistance |
| Philanthropy Promotions Inc | |||||||
| 2601 W 60th St N | Sioux Falls | SD | 57107 | 870695596 | 501(c)(3) | $7,500 | Charitable Assistance |
| South Dakota Agricultural & Rural Leadership Foundation | |||||||
| 1905 N Plaza Blvd | Rapid City | SD | 57702 | 364293293 | 501(c)(3) | $10,000 | Charitable Assistance |
| Sioux Falls Jazz & Blues Society | |||||||
| PO Box 1285 | Sioux Falls | SD | 57101 | 460418356 | 501(c)(3) | $20,000 | Charitable Assistance |
| South Dakota High School Coaches Association | |||||||
| 801 W Eagle Ridge Street | Sioux Falls | SD | 57108 | 237297479 | 501(c)(3) | $6,500 | Charitable Assistance |
| Special Olympics of South Dakota | |||||||
| 800 East I-90 Lane | Sioux Falls | SD | 57104 | 460359776 | 501(c)(3) | $53,000 | Charitable Assistance |
| McCrossan Boys Ranch | |||||||
| 47135 260th Street | Sioux Falls | SD | 57107 | 460311913 | 501(c)(3) | $8,000 | Charitable Assistance |
| American Heart Association | |||||||
| PO Box 4002902 | Des Moines | IA | 50340 | 135613797 | 501(c)(3) | $25,000 | Charitable Assistance |
| Boys & Girls Club of the Sioux Empire | |||||||
| 824 E 14th Street | Sioux Falls | SD | 57104 | 460399482 | 501(c)(3) | $6,300 | Charitable Assistance |
| Catholic Relief Services | |||||||
| 228 W Lexington Street | Baltimore | MD | 21201 | 135563422 | 501(c)(3) | $16,667 | Charitable Assistance |
| Downtown Sioux Falls | |||||||
| 230 S Phillips Ave | Sioux Falls | SD | 57104 | 363627217 | 501(c)(3) | $13,000 | Charitable Assistance |
| Forward Sioux Falls | |||||||
| PO Box 907 | Sioux Falls | SD | 57101 | 460396647 | 501(c)(3) | $15,000 | Charitable Assistance |
| Governor's Office of Economic Development | |||||||
| 711 E Wells Ave | Pierre | SD | 57501 | 466000364 | State of SD | $15,000 | Charitable Assistance |
| Healing Words Foundation | |||||||
| PO Box 752 | Brookings | SD | 57006 | 452513019 | 501(c)(3) | $68,750 | Charitable Assistance |
| Presentation College | |||||||
| 1500 North Main | Aberdeen | SD | 57401 | 460280847 | 501(c)(3) | $200,000 | Charitable Assistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Haiti scholarships | 16 | $17,700 |
| Premium assistance to employees | 629 | $456,631 |
| Out of pocket medical assistance | 168 | $79,112 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Organization makes grants to other organizations exempt under 501(c)(3) to ensure the funds will be used for charitable purposes. During the year ending June 30, 2014, the Organization made contributions to other non-public charities in furtherance of community development. The contributions are approved by the Board for this purpose. Scholarship funds have different sets of criteria for determining eligibility and winners. Assistance to individuals is determined with assistance from each hospital's social services department or within a committee at the hospital. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Dale Vizcarra | ||||||||||||||
| Director | $0 | $214,565 | $0 | $0 | $0 | $1,653 | $0 | $11,152 | $0 | $23,201 | $0 | $250,571 | $0 | $0 |
| John Porter | ||||||||||||||
| President & CEO | $1,038,280 | $0 | $0 | $0 | $295,828 | $0 | $13,475 | $0 | $23,654 | $0 | $1,371,237 | $0 | $0 | $0 |
| James Breckenridge | ||||||||||||||
| Sec/Treas & SrVP Finance | $549,530 | $0 | $0 | $0 | $152,466 | $0 | $13,475 | $0 | $9,939 | $0 | $725,410 | $0 | $0 | $0 |
| Fredrick Slunecka | ||||||||||||||
| Chief Operating Officer | $804,860 | $0 | $0 | $0 | $227,559 | $0 | $13,475 | $0 | $20,118 | $0 | $1,066,012 | $0 | $0 | $0 |
| David Flicek | ||||||||||||||
| Chief Administrative Officer | $385,091 | $0 | $0 | $0 | $146,543 | $0 | $13,475 | $0 | $23,011 | $0 | $568,120 | $0 | $0 | $0 |
| David Erickson | ||||||||||||||
| Sr VP Medical Affair | $510,134 | $0 | $0 | $0 | $134,916 | $0 | $13,475 | $0 | $20,745 | $0 | $679,270 | $0 | $0 | $0 |
| Todd Forkel | ||||||||||||||
| Pres/CEO-St. Lukes | $363,587 | $0 | $0 | $0 | $82,036 | $0 | $13,475 | $0 | $20,483 | $0 | $479,581 | $0 | $0 | $0 |
| Pamela Rezac | ||||||||||||||
| Pres/CEO-Sacred Heart | $378,174 | $0 | $0 | $0 | $93,415 | $0 | $13,475 | $0 | $21,434 | $0 | $506,498 | $0 | $0 | $0 |
| David Kapaska | ||||||||||||||
| Pres/CEO-McKennan | $618,552 | $0 | $0 | $0 | $177,764 | $0 | $13,475 | $0 | $19,960 | $0 | $829,751 | $0 | $0 | $0 |
| William McLean | ||||||||||||||
| SrVP Human Resoures/McKennan | $311,535 | $0 | $0 | $0 | $84,730 | $0 | $13,475 | $0 | $12,508 | $0 | $422,248 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | All Senior Executives are eligible for $2,500 per year to pay for social club dues. If an employee chooses to take advantage of this benefit, the amount is included in their taxable income. Those paid: John Porter. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| South Dakota Health and Educational Facilities Authority | ||||||||
| A | 460315509 | 83755VUS1 | 2012-05-01 | $206,383,927 | 2012A funded a project and refunded Series 2008A and Series 2002 | 0 | 0 | 0 |
| South Dakota Health and Educational Facilities Authority | ||||||||
| B | 460315509 | 83755VNH3 | 2008-07-01 | $61,495,000 | 2008C refunded 2006 Series | 0 | 0 | 0 |
| South Dakota Health and Educational Facilities Authority | ||||||||
| C | 460315509 | 83755VNB6 | 2008-06-18 | $189,222,932 | 2012B refunded Series 1994, 2000, and bridge loan | 0 | 0 | 0 |
| South Dakota Health and Educational Facilities Authority | ||||||||
| D | 460315509 | 83755VVY7 | 2014-06-26 | $61,821,688 | Various capital projects | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt | Substantial CompletionSubstantialCompletionYr | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $138,152,545 | $206,387,545 | $47,759,316 | $1,032,422 | $6,011,168 | $134,111,382 | $17,326,942 | Yes (1) | Yes (1) | 0 | Yes (1) | |||
| B | $61,495,000 | $388,831 | $61,075,000 | Yes (1) | 0 | Yes (1) | Yes (1) | $31,169 | 2008 | |||||
| C | $62,192,932 | $189,222,932 | $1,272,562 | $91,009,361 | $96,658,796 | Yes (1) | 0 | Yes (1) | Yes (1) | $282,213 | 2010 | $131,265,000 | ||
| D | $61,821,688 | $821,688 | $61,000,000 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||
| Bank of | |||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | America/Merrill | 25.000000000000 | 0 | Yes (1) |
| Bank of | |||||||||||||
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | America/Merrill | 24.100000000000 | 0 | 0 |
| (no name) | |||||||||||||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part IV, Line 2C: | FormAndLineReferenceDesc |
| Explanation | The arbitrage analysis is performed annually, therefore the analysis was completed as of June 30, 2014 for Bonds B and C. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Linda Breckenridge | |||
| Spouse of Sec/Treas & SrVP Finance | $128,898 | Employee compensation and benefits | 0 |
| SDN Communications | |||
| Director of the board is CEO of SDN Communications | $820,932 | Voice data and video services | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150,136 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg of high/low | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33: | FormAndLineReferenceDesc |
| Explanation | The only amounts included in revenue for the financial statement reporting are non-cash contributions of stock securities. Non-cash contributions not included for financial statements include items for the benefit of the Avera facilities which include such things as drugs, medical supplies, and special event donations. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The organization has two classes of members: Sponsorship Members and System Members. Sponsorship Members shall consist collectively of (i) those persons serving from time to time as the President and Council of the Presentation Sisters of the Blessed Virgin Mary of Aberdeen, South Dakota and (ii) those persons serving from time to time as the Prioress and Council of the Benedictine Convent of the Sacred Heart (Yankton, S.D.). System Members shall consist of six Sisters- three Presentation Sisters appointed by the Presentation Sponsorship Members and three Benedictine Sisters appointed by the Benedictine Sponsorship Members. |
| Form 990, Part VI, Section A, line 7a | The System Members have the power to appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause. They also have the power to appoint Benedictine or Presentation Sisters to the Boards of Directors of any sponsored work or ministry of Avera Health. |
| Form 990, Part VI, Section A, line 7b | The following powers shall be reserved to and exercised exclusively by the Sponsorship Members and none of the following actions shall be taken by Avera Health without action of the Sponsorship Members: (a) To approve the adoption, amendment or repeal of the statements of philosophy, mission, Guiding Principles and values of Avera Health; (b) To initiate the adoption, amendment or repeal of any provision of the Articles of Incorporation or Bylaws of Avera Health, and to give final approval of any such action with respect thereto; (c) To establish policies regarding the alienation of real property and precious artifacts associated with the healthcare ministry which are under the canonical stewardship of the Presentation Sisters or the Benedictine Sisters; (d) To approve any plan of merger, consolidation or dissolution of Avera Health, or the divestiture of any sponsored work or ministry associated with Avera Health; (e) To change the composition of the Sponsorship Members, including the addition of other individuals, parties or entities to be Sponsorship Members; and (f) To approve the creation of new sponsored works or ministries to be conducted by or under the authority of Avera Health. The following powers shall be reserved to and exercised exclusively by the System Members and none of the following actions shall be taken by Avera Health without action of the System Members: (a) To appoint the Board of Directors of Avera Health and to suspend or remove a Director at any time, with or without cause; (b) To appoint Benedictine or Presentation Sisters to the Boards of Directors of any sponsored work or ministry of Avera Health; (c) To appoint the Chair and Vice Chair of the Board of Directors; (d) To appoint, evaluate, suspend or remove the President and Chief Executive Officer; (e) To review and approve the operating and capital budgets, including expenditures outside of budget, and the strategic plan, of Avera Health; (f) To adopt procedures for assuring that corporate actions are consistent with the philosophy, mission, Guiding Principles and values of Avera Health; (g) To provide recommendations to the Sponsorship Members on matters requiring Sponsorship Members' approval or action; (h) To adopt policies designed to effectuate the powers reserved to the System Members; and (i) To exercise oversight of the Guiding Principles and such authorities which may be assigned or delegated by the Sponsorship Members. |
| Form 990, Part VI, Section A, line 8b | Avera Health does not have any committees with authority to act on behalf of the governing body. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the CEO and CFO. After initial reviews, the return is provided to the board prior to filing. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy covers board members, officers and key employees. At each board meeting, a request is made for all board members to disclose any potential conflict of interest pertaining to any item listed on the agenda or pertaining to any potential item that could be discussed during the course of the meeting. The declaration of conflict of interest is recorded in the meeting minutes. The board makes a determination of whether there is a conflict of interest and if so, implements the procedure for evaluating the issue or transaction involved. The board member or officer with the conflict must refrain from voting. A statement of conflict of interest disclosure is made on an annual basis by officers and directors. The information is maintained in a database and a report is provided to the board. |
| Form 990, Part VI, Section B, line 15 | Annually the Compensation Committee of Avera Health, which is comprised of six (6) system members appointed by the religious orders, meets with an independent consultant regarding fair market value for compensation of officers and key employees. The Compensation Committee approves all salaries based on comparable data and documents the basis for their decision in meeting minutes. |
| Form 990, Part VI, Section C, line 19 | The Organization's governing documents, conflict of interest policy, and financial statements are not made available to the general public. |
| Form 990, Part IX, line 11g | Purchased & contracted services: Program service expenses 17,038,476. Management and general expenses 4,078,019. Fundraising expenses 0. Total expenses 21,116,495. Repairs and maintenance: Program service expenses 891,089. Management and general expenses 0. Fundraising expenses 0. Total expenses 891,089. Professional fees: Program service expenses 138,864. Management and general expenses 17,890. Fundraising expenses 0. Total expenses 156,754. |
| Form 990, Part XI, line 9: | Net equity transfers -2,250,000. Insurance program admin income not recognized for tax reporting 11,281,120. Other changes in unrestricted net assets 128,341. Contributions received by Foundation-not reflected in financial statements -5,663,120. |
| Form 990, Part VI Question 16b: | There is no written policy or procedure. In the event of any such proposed transaction, the board or a committee with delegated authority reviews all materials, valuations and operational aspects for any proposed transaction. Such transaction would be evaluated in accordance with the exempt status of the organization and its applicable purposes. Any transaction also would be approved by the board and the member. |
| Form 990, Part X, Line 20: | Avera Health is only disclosing a portion of the tax exempt bonds on Part X, Line 20. The bonds were issued to Avera Health on behalf of the Avera Obligated Group. The Avera Obligated Group consists of Avera McKennan, Avera St. Luke's, Avera Queen of Peace, Avera Marshall, Avera St. Mary's, and Avera Sacred Heart. In accordance with IRS Instructions, information related to the entire tax exempt bond reporting is being reported on Avera Health's tax return on Schedule K. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Communication LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 West Avera Drive Suite 300 | AddressLine1 |
| City | Sioux Falls | City |
| State | SD | State |
| ZIP Code | 571085434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460453770 | EIN |
| Primary Activities | Telecommunications | PrimaryActivitiesTxt |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Total Income | $630,870 | TotalIncomeAmt |
| End Of Year Assets | $472,098 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avera Health | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Avera St Anthony's Hospital | ||||||||||
| 300 N 2nd Street | ONeill | NE | 68763 | 470463911 | Healthcare services | NE | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Avera Holy Family | ||||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 420680370 | Healthcare services | IA | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Avera Holy Family Foundation | ||||||||||
| 826 North 8th Street | Estherville | IA | 51334 | 421317452 | Support of Holy Family Hospital and Home Health Agency | IA | 501(c)(3) | Line 9 | Avera Holy Family | 0 |
| St Benedict Health Center | ||||||||||
| 401 West Glynn Drive | Parkston | SD | 57366 | 460226738 | Healthcare services | SD | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| St Benedict Health Center Foundation | ||||||||||
| West Glynn Drive PO Box B | Parkston | SD | 57366 | 460458725 | Support health related services | SD | 501(c)(3) | Line 11a, I | St Benedict Health Center | 0 |
| Avera McKennan | ||||||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 460224743 | Healthcare services | SD | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Avera Queen of Peace Hospital | ||||||||||
| 525 North Foster | Mitchell | SD | 57301 | 460224604 | Healthcare services | SD | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Sacred Heart Health Services | ||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460225483 | Healthcare services | SD | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Avera Gettysburg | ||||||||||
| 606 East Garfield | Gettysburg | SD | 57442 | 460234354 | Healthcare services | SD | 501(c)(3) | Line 3 | Avera St Mary's | 0 |
| Avera at Home | ||||||||||
| 5116 S Solberg Ave | Sioux Falls | SD | 57108 | 460399291 | Home services | SD | 501(c)(3) | Line 9 | Avera Health | Yes (1) |
| Lewis and Clark Health Education and Service Agency | ||||||||||
| 1000 W 4th Street Suite 9 | Yankton | SD | 57078 | 460337013 | Healthcare education | SD | 501(c)(3) | Line 9 | Sacred Heart Health Services | 0 |
| Avera St Luke's | ||||||||||
| 305 South State Street | Aberdeen | SD | 57401 | 460224598 | Healthcare services | SD | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Avera St Mary's | ||||||||||
| 801 East Sioux Avenue | Pierre | SD | 57501 | 460230199 | Healthcare services | SD | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Avera Marshall | ||||||||||
| 300 S Bruce Street | Marshall | MN | 56258 | 410919153 | Healthcare services | MN | 501(c)(3) | Line 3 | Avera Health | Yes (1) |
| Avera Marshall Foundation | ||||||||||
| 300 S Bruce Street | Marshall | MN | 56258 | 411784801 | Fundraising | MN | 501(c)(3) | Line 7 | Avera Marshall | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Avera Home Medical Equipment LLC | |||||||
| 1325 S Cliff Ave PO Box 5045 | Sioux Falls | SD | 57117 | 460488198 | Medical services - home medical equipment | SD | N/A |
| Home Medical of Pierre LLC | |||||||
| 329 E Dakota | Pierre | SD | 57501 | 460444002 | Medical services - home medical equipment | SD | N/A |
| Avera Home Medical Equipment of Floyd Valley Hospital LLC | |||||||
| 714 Lincoln St NE | Lemars | IA | 51031 | 820582350 | Medical services - home medical equipment | SD | N/A |
| Avera Home Medical Equipment of Estherville LLC | |||||||
| PO Box 5045 | Sioux Falls | SD | 57117 | 201686097 | Medical services - home medical equipment | SD | N/A |
| Avera Home Medical Equipment of Sioux Center LLC | |||||||
| 38 19th St SW | Sioux Center | IA | 51250 | 753203100 | Medical services - home medical equipment | SD | N/A |
| Avera Home Medical Equipment of Marshall LLC | |||||||
| 1104 East College Drive | Marshall | MN | 56258 | 205271924 | Medical services - home medical equipment | SD | N/A |
| Q&M Properties LLC | |||||||
| 525 North Foster | Mitchell | SD | 57301 | 731652049 | Medical clinic building | SD | N/A |
| Surgical Associates Endoscopy Clinic LLC | |||||||
| 310 S Penn | Aberdeen | SD | 57401 | 460461429 | Surgical associates | SD | N/A |
| Avera Home Medical Equipment of Spencer Hospital LLC | |||||||
| 2400 S Minnesota Ave | Sioux Falls | SD | 57117 | 800619999 | Medical Services - home medical equipment | SD | N/A |
| Heart Hospital of South Dakota LLC | |||||||
| 4500 W 69th Street | Sioux Falls | SD | 57108 | 562143771 | Healthcare Services | SD | N/A |
| Brookings Health System - Avera HME LLC | |||||||
| 101 22nd Ave Suite 101 | Brookings | SD | 57006 | 453204123 | Healthcare Services | SD | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Accounts Management Inc | |||||||||||||
| 5132 S Cliff Ave Suite 101 | Sioux Falls | SD | 57108 | 460373021 | Collection agency | SD | Avera Health | C | $1,815,954 | $978,752 | 0.75000 | Yes (1) | |
| Avera Health Plans Inc | |||||||||||||
| 3900 West Avera Drive Suite 101 | Sioux Falls | SD | 57108 | 460451539 | Health financing and health plan admin | SD | Avera Health | C | $84,345,243 | $24,159,315 | 1.00000 | Yes (1) | |
| Avera Property Insurance Inc | |||||||||||||
| 610 W 23rd St PO Box 38 | Yankton | SD | 57078 | 460463155 | Insurance | SD | Avera Health | C | $332,617 | $1,176,197 | 1.00000 | Yes (1) | |
| Valley Health Services | |||||||||||||
| 501 Summit Street | Yankton | SD | 57078 | 460357149 | Medical equipment | SD | C | 0 | N/A | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (27 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Avera Marshall | ||
| D | $208,074 | Change in note receivable |
| Avera McKennan | ||
| D | $333,298 | Change in note receivable |
| Avera McKennan | ||
| L | $43,732,188 | General ledger |
| Avera Queen of Peace Hospital | ||
| L | $6,723,420 | General ledger |
| Avera St Luke's | ||
| L | $94,080,876 | General ledger |
| Avera Sacred Heart Health Services | ||
| L | $8,641,524 | General ledger |
| Avera Marshall | ||
| L | $3,440,820 | General ledger |
| Avera Marshall | ||
| Q | $1,905,938 | Customer invoice listing |
| Avera McKennan | ||
| Q | $32,942,140 | Customer invoice listing |
| Avera Queen of Peace Hospital | ||
| Q | $5,249,982 | Customer invoice listing |
| Avera Sacred Heart Health Services | ||
| Q | $5,485,032 | Customer invoice listing |
| Avera St Luke's | ||
| Q | $7,870,967 | Customer invoice listing |
| Avera St Benedict Health Center | ||
| Q | $195,532 | Customer invoice listing |
| Avera McKennan | ||
| P | $8,502,261 | Vendor listing of payments |
| Avera Queen of Peace Hospital | ||
| P | $193,354 | Vendor listing of payments |
| Avera Sacred Heart Health Services | ||
| P | $935,139 | Vendor listing of payments |
| Avera St Luke's | ||
| P | $221,507 | Vendor listing of payments |
| Avera Holy Family | ||
| Q | $187,189 | Customer invoice listing |
| Avera St Anthony's | ||
| Q | $296,907 | Customer invoice listing |
| Avera Marshall | ||
| P | $377,146 | Vendor listing of payments |
| Avera Property Insurance | ||
| L | $1,611,996 | General ledger |
| Avera Health Plans Inc | ||
| L | $149,076 | General ledger |
| Accounts Management | ||
| L | $266,244 | General ledger |
| Avera at Home | ||
| L | $591,696 | General ledger |
| Avera St Mary's | ||
| L | $3,689,916 | General ledger |
| Avera at Home | ||
| Q | $99,578 | Customer invoice listing |
| Avera St Mary's | ||
| Q | $2,799,277 | Customer invoice listing |